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…

Read More

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…

Read More

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…

Read More

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…

Read More

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,…

Read More

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…

Read More

The Latest News in Microsoft Dynamics Service Update Availability

Delivering predictable Dynamics 365 service updates to their users is one of Microsoft’s main focuses. Over the last 5 years, Microsoft has decreased the updates pace from 12 to 8 to 7 to 4 releases per year. These updates are available both for “manual” self-deployment before or automatically applied by Microsoft. One of the key…

Read More

Setting up PowerApps Canvas with Dynamics 365 Data

data canvas app powerapps

In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…

Read More

Introducing Copilot for Finance by Microsoft

Microsoft recently announced that they will be releasing a Copilot chatbot that can perform key duties assisting finance professionals on tedious and time-consuming tasks. Microsoft Copilot for Finance is a whole new experience that provides financial personnel with AI-assisted competencies from within productivity applications they use daily, including Outlook, Excel, Teams, and more. There is…

Read More