Government & Public Sector
Mastering Dynamics 365 Budgeting for Financial Success
Effective budget planning is vital for organizations to maintain financial control and achieve their strategic goals. Microsoft Dynamics 365 Finance offers advanced tools to streamline the budgeting process, empowering businesses to allocate resources effectively, forecast accurately, and adapt to changing conditions. In a past webinar, “Budget Planning Configuration and Workflow,” we explored how Dynamics 365…
Read Full PostAre You Getting the Most Out of Your Microsoft Dynamics Support? Here’s How to Know…
Your Microsoft Dynamics system is the backbone of your organization’s daily operations. But when it comes to external support, it’s easy to stick with the status quo—until something goes wrong. Poor support can result in downtime, inefficiencies, and even lost revenue, yet many organizations struggle to assess whether their current provider is truly delivering value.…
Read Full PostCost Plus Pricing in Microsoft Dynamics 365
Dynamics 365 Finance and Supply Chain can allow for certain cost plus pricing with vendors and customers via trade agreements. Trade agreements is the most common method in Dynamics to apply pricing discounts or markups and can be used in multiple ways. This blog will discuss using the cost price as the basis for trade…
Read Full PostDynamics 365 – Streamlining Accounts Payable with Recurring Vendor Invoices
Efficient management of accounts payable processes is important for the financial health of any organization. One key element of accounts payable for many organizations is the handling of regular, repetitive, predictable expenses. Microsoft recently added a new feature to Dynamics 365 Finance and Supply Chain that allows organizations to manage these recurring vendor invoices much…
Read Full PostMulti-Factor Authentication (MFA) is Required by Microsoft for Azure Users
Microsoft has recently announced a significant security update in their latest blog post, “Microsoft will require MFA for all users in Azure” While the article touches on the changes, it doesn’t fully dive into the specifics or the broader impact it has on users. In this post, we will explore additional sources to provide an…
Read Full PostDynamics 365 – Vendor Demographics
Today’s post focuses on tracking and reporting Vendor Demographics in Dynamics 365 Finance and Dynamics 365 Supply Chain. This functionality typically becomes more relevant for Dynamics deployments dealing with a lot of customers engaged in government, military or enterprise level contracts. Many such contracts require tracking of vendors based on their demographics. A number of…
Read Full PostGlobal Number Sequences for Vendors & Customers in Dynamics 365
A recent client inquiry regarding a requirement to share selected vendors between legal entities within Dynamics 365 Finance and Supply Chain spurred discussions on formalizing the process of setting up global Number sequences. The client had the same vendor list across companies in AX 2009. However, the requirement in D365 is to have the list…
Read Full PostEllipse Solutions Upcoming Events: Government Finance Officers Association (GFOA) and Experlogix Elevate!
Kids around the country are on summer vacation so in honor of the classic summer road trip, Ellipse Solutions has decided to take some trips as well! From June 9th – 13th our team will be traveling down to the magical city of Orlando, Florida for the upcoming GFOA conference, and then heading out into…
Read Full PostThe Genesis of Dynamics 365 Asset Leasing
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 Full PostUtilizing 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…
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