Read this blog and then put the pedal to the metal to get a look at a new tool for Public Sector & Government agencies to help them understand and consume data. Forgive me a slight digression, but is “Pedal to the Metal” still a thing? I sudden feel very 1976, Smokey and the Bandit-ish,…

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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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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 D365 to help me figure this one out. One lease, two lease, three lease, more. …

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dynamics 365 industries

When it comes to Enterprise Resource Planning (ERP), Dynamics 365 is a versatile option that is ready to roll from Microsoft. It is built to be a strong out of the box solution that can plug and play across many industries. Microsoft has positioned D365 to level-up the modern ERP, creating an efficient and full-service…

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DynamicsCon 2022 virtual

If this event were a superhero utility belt, there are at least five go-to elements you would need to grab for: Cost, Content, Keynotes, Superheroes, and Networking! 1. FREE There are not many events of this significance that are absolutely FREE! Nada, nil, zilch, zero dollars. What a huge value to the community. Yes, it…

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erp implementation public sector

A lot of state and local entities are using legacy, some might say vintage financial systems. There will come a time when an upgrade or “demolition and greenfield” is necessary. This can be a scary endeavor, the complexity of which can derail the much-needed refresh of the system. A recent ERP project in Indiana was…

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microsoft renewable energy

As companies settle into 2022, it is becoming clear that historically progressive approaches to business needs are no longer considered ‘fads’ and are instead becoming an everyday mainstay. Companies are turning their focus on the areas where they can address their impact and efficiencies. Some are looking to upgrade fleet vehicles to EV’s while others…

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dynamics 365 general ledger funds

Fund accounting can feel like a daunting task at first thought.  The Microsoft Dynamics approach takes the complexity out of the equation. Follow these easy steps and be on the way to Fund accounting in a jiffy! At a high level, think about fund accounting as financial statements by financial dimension. Of course, this is…

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dynamics 365 finance collections

As you would expect from an evergreen enterprise cloud application, Dynamics 365 Finance continues to deliver exciting new features and functionality with each update. The shiny new toy in the Finance realm of Dynamics 365 brings artificial intelligence formally into the fold to deliver customer payment predictions, cash flow forecasting, and budget proposal tools. Customer…

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lease status dynamics 365

Do you have a need to transfer asset leases from your legacy system, or other systems of record and just don’t know how to get it into Dynamics 365?  Are those Excel files driving you nuts trying to figure out what the carrying value should be on your lease liability and lease depreciation?  We can…

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