Dynamics 365 Supply Chain – Creating a Backorder Intentionally

dynamics 365 sales order update backorder

Backorders often carry a negative connotation, conjuring images of delays and dissatisfied customers. However, when managed strategically, a backorder can present an opportunity to exceed customer expectations by providing timely solutions. In this post, we’ll explore a scenario where the goal is to deliver the main product to the customer as promptly as possible, even…

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Goodbye, Export to Data Lake. Hello, Azure Synapse for Dataverse!

In November 2024, the Export to Data Lake feature we have all come to love and rely on in our Microsoft Dynamics 365 environment will be taking its final bow. Currently, the Export to Data Lake feature lets us, as a company, copy data from our Dynamics 365 instance into our own data lake (Azure Data…

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Dynamics 365 Quality Management: First Article Inspection

Test groups in D365 Quality Management

Quality management: Handling first article inspections using the standard Dynamics 365 Supply Chain quality management applications. Manufacturing companies often require an inspection at several times during the process. A common inspection process is the first article inspection. This process involves checking the critical dimensions of the first piece, sometimes a few pieces, completed in the…

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Major Dynamics 365 Price Changes are on the Horizon

Microsoft has recently announced updates to commercial pricing for certain Dynamics 365 SKUs, which is the newest update since the October 2019 revisions. This change will go into effect on October 1, 2024 and will impact all those who: Where there is change there is uncertainty, and we’re here to help educate everyone as best…

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DynamicsCon Live 2024: Bobby Small’s Attendee Guide 

I am stoked for DynamicsCon Live 2024 (DCL24) this year as it is in my backyard. Not my literal backyard, that would just be weird, require me to clean up my backyard, and based on the increasing attendance at this event, make for a VERY crowded event! What I mean to imply is that DCL24…

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The Genesis of Dynamics 365 Asset Leasing

Form in D365 to add a lease

How do I classify this lease???  Is it a finance lease or an operating lease?  What do I need to record on my books?  The latest pronouncements have me so confused.  I know what to do, I’m going to ask Dynamics 365 Asset Leasing to help me figure this one out. One lease, two lease,…

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Utilizing Audit Cases for Procurement Compliance in Dynamics 365

Many companies do not have the time or resources to spend on internal controls. With D365’s impressive functionality, every single transaction can be tracked from the time and date it was posted down to the user that posted it. Companies are given incredible insight that can be used to create efficiencies and strengthen their internal…

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Artificial Intelligence and Dynamics 365 … OH MY!

In today’s tech-driven world, data is hailed as the new gold, promising immense value for those who can extract and leverage it effectively. Artificial Intelligence revolutionizes this process, replacing cumbersome clicks with intuitive natural language interactions. While AI doesn’t create data out of thin air, it excels at surfacing precise insights swiftly. Merging Artificial Intelligence…

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“Board” with Dynamics 365 Sales views? Kanban to the rescue!

kanban board dynamics 365

One of the newer and more interesting control features being offered in Dynamics 365 Sales is something that will be familiar to Agile followers.  A Kanban board is a useful approach to see how work flows through your processes and helps visualize where a particular work item is in the process. A Kanban board can…

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