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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Now that we’ve had the weekend to reflect on last week’s first-ever D365 Tech Connect, we’re still buzzing with excitement about how it went and for the future of the event. How we got here Ever since the Dynamics Tech Conference (hosted by Microsoft and then Dynamic Communities) stopped happening, the architects on our team…

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collections process automation dynamics 365

Recently released 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…

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ellipse solutions community summit 2021

We are now full week removed from Community Summit 2021, the “Reunion of Magic” as it was officially dubbed. While attendance was limited and we know some key community members were not able to be in Houston, there is no denying the feeling of that old UG magic was there. Whether it was a familiar…

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segregation of duties rules

How does your business control the segregation of duties?  Do your auditors examine the system and notice a multitude of users having access to more functions than they probably should?  Has ownership been pestering you about Johnny in accounting with ability to create new vendors, then enter and approve vendor invoices as well as make…

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dynamics 365 summit 2019

We’ll preface the 2021 Top 5 with an acknowledgement that this year, while we are all yearning for a return to normalcy, is still different. Some will not be able to attend the live event in Houston, while others will. If you have questions or concerns about Covid-19 that are making you hesitant, our only…

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periodic journals dynamics d365

Maybe you have read all the documentation and all the manuals but still, it seems that voucher templates and periodic journals serve the same purpose. Both may have similar functionality, and both can aid in consistency and speed, but today’s blog post will explore the differences between voucher templates and periodic journals in Microsoft Dynamics…

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loading microsoft teams ROI

Remember a few years back when everyone started really pushing for digital transformation in earnest? Or what we thought was pushing for it. Then 2020 arrived and the pushing became a pretty harsh shove. Fortunately, while it seemed Microsoft had in many ways been slow-playing Teams taking over the Skype mantel prior to the pandemic,…

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