Dynamics 365 (and AX2012) – Fund Accounting by Way of Posting Definitions

Let’s start by revisiting the foundational Fund Accounting Tips, where you can find information regarding setting up Funds, financial dimensions, and the Ledger.  The setup described in the previous post enables inter-unit accounting.  There is another option to select if it meets the business requirements and is worth considering, especially if multiple dimensions are required…

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Dynamics 365 – Purchase Order Generated Accruals Explained

Do you ever have to figure out where an accrual came from and get so confused that it feels like the room is spinning?  Don’t feel alone.  Dynamics 365 Finance and Supply Chain gives you the power to configure entries to the General ledger so they are not so vague. Posting at Receipt One of…

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Lotteries and Data – Top Three Needs, One Solution

Millions of transactions from secure Point of Sale devices occur 24 hours a day, 7 days a week – each containing vital information for analysis and reporting. Lottery organizations have long faced the product of disparate systems and data silos that prevent a “one source of truth” in data. Why is this important?  Faced with…

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It’s Time to Migrate – D365 Human Resources

Birds aren’t the only ones who need to do some migrating this spring – Microsoft has announced that the automated migration tools for lifting and shifting the Human Resources app into Dynamics 365 is generally available for customers! Just in case you forgot, Microsoft announced the merging of HR offerings in the Fall of 2021.…

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Following the Path: Microsoft’s Artificial Intelligence Journey

Over the past 3 months, Microsoft has been shaking up the business world, making waves with Artificial Intelligence and looking to innovate how people use and interact with their software offerings. We briefly discussed Microsoft’s investment into OpenAI in an earlier blog, The Continuation of Artificial Intelligence in Microsoft, and boy howdy, have there been…

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Electronic Signatures in Dynamics 365 for Finance

There are third party products on the market offering some form of an electronic signature add-on for your Microsoft Dynamics 365 for Finance environment, but did you know that this is already built in to the system out of the box? With just a little bit of set up, you can be using electronic signatures…

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What is a Replenishment Requisition? -Dynamics 365 for Finance

Purchase requisitions can be created for the purposes of Consumption or Replenishment, if the Purchasing policy, Requisition Purpose Rule, is set to allow a choice.  If the option is given, the requisitioner can choose one or the other, which will dictate how the request can be fulfilled.  A Consumption purpose is used to indicate a…

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What’s New in Dynamics 365 (Part 3): Vendor Invoice Automation

Microsoft Dynamics 365 Finance is constantly evolving to meet its customers’ needs and periodically will update or release new features in waves throughout the year. This is part three of a three-part blog series that will give you a quick overview of some of the exciting things Microsoft has pushed out last year, with this…

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What’s New in Dynamics 365 (Part 2): Customer Payment Predictions

Microsoft Dynamics 365 Finance is constantly evolving to meet its customers’ needs and periodically will update or release new features in waves throughout the year. This is part two of a three-part blog series that will give you a quick overview of some of the exciting things Microsoft has pushed out last year, including customer…

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