Dynamics 365/AX
Customer Workflow in Microsoft Dynamics 365 Finance and Supply Chain
Microsoft has recently released an enhancement that allows for Customer changes to be approved in Workflow. There are many business reasons for adding a layer of approval to customer record changes. Maybe you want an approval to change the payment terms or maybe you want an approval to change the customer credit limit. In any…
Read MoreEmpowering Non-Profit Organizations with Microsoft Dynamics 365
In a world where non-profits play a vital role in addressing societal challenges, managing operations efficiently and maintaining clear communication is crucial. These organizations come in many sizes and focus areas and whether a small local initiative or a large international non-profit, Microsoft offers scalable options to cater to the unique needs of each organization.…
Read MoreMicrosoft Embraces White House AI (ARTIFICIAL INTELLIGENCE) Commitments
In a significant move, Microsoft has announced its endorsement of new voluntary commitments introduced by the Biden-Harris administration. These commitments are designed to ensure the safety, security, and trustworthiness of advanced AI systems. By backing these commitments and adding independent ones that align with the same objectives, Microsoft is amplifying its responsible AI practices, and…
Read MoreUnpacking the Pack Station in Dynamics 365: Part 2 of 2
In part 1 of this blog, we discussed how we can use the pack station within the Dynamics 365 Supply Chain client to manage the packing of outbound shipments. Today we’ll review the new functionality released to allow packing using the Warehouse Management Mobile App. First and foremost, if we already have a pack station…
Read MoreUnpacking the Pack Station in Dynamics 365: Part 1 of 2
Amongst the many operations that take place in a warehouse day to day, packing outbound shipments is one of the most important ones. Managing this task can be a real headache if without the correct tools. Luckily, Dynamics 365 Supply Chain offers a built-in functionality to manage all the ins & outs of packing out…
Read MoreHow to: Be Smarter Than Smart Rounding in Dynamics 365 Finance
Like me, maybe you’ve often felt intimidated by smart rounding in Dynamics 365. Fear not! In this blog, we will cover the powerful feature dubbed “Smart Rounding” and explore some of tricky behind-the-scenes setup. In Dynamics 365, smart rounding is the functionality that automates the rounding process using system templates or user-defined rounding rules, giving…
Read MoreStreamlining Accounts Payable with AP Automation and Microsoft Dynamics 365 Invoice Capture
In today’s fast-paced business environment, organizations are constantly seeking ways to optimize their processes and increase operational efficiency. One area that often poses challenges is the accounts payable (AP) department. Manual AP processes are time-consuming, error-prone, and can hinder overall productivity. Fortunately, automation solutions have emerged as a game-changer for AP departments, revolutionizing the way…
Read MoreMicrosoft Dynamics 365 FO Continuous Updates Announcement
Microsoft recently announced that there will be significant changes to One Version (Service Updates) for D365 FO. This process can seem overwhelming but have no fear, we are here to break down everything you need to know so that you can understand what is coming your way. The below points are a brief compilation of what…
Read MoreTired of Creating Payment Proposals & Collections Letters? D365 Has The Answer!
Microsoft features for Credit and collections and Accounts Payable are incredible time-saving process automations to be taken advantage of. Enable the features Please start with the Feature management workspace and enable the features. Vendor payment proposal automation Navigate to Accounts payable > Setup > Payment setup and find Process automations. Select Create new process automation…
Read MoreThe Gift of Gift Cards in Dynamics 365
The modern gift card, a wad of cash conveniently disguised in a rectangular piece of plastic. They are welcomed by birthday present recipients world-wide in place of an ill-fitting sweater. Of course, they do quite often end up living out their days in a kitchen junk drawer or stuffed in a wallet or purse, never…
Read More