Are 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.…

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Cost 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…

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Dynamics 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…

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Microsoft is Making a Splash in Dynamics 365 and Copilot with the 2024 Release Wave 2

Brace yourself for a tidal wave of innovation!! The 2024 Release Wave 2 for Microsoft Dynamics 365 brings an abundance of new features designed to transform business operations across various applications, including Sales, Customer Service, Finance, Supply Chain Management, and more. These updates are crucial for your business, as they can significantly drive growth if…

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Multi-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…

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Global Number Sequences for Vendors & Customers in Dynamics 365

new record vendor d365

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…

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Dynamics 365 Supply Chain – Creating a Backorder Intentionally

dynamics 365 sales order update backorder

Backorders often carry a negative connotation, conjuring images of delays and dissatisfied customers. However, when managed strategically, a backorder can present an opportunity to exceed customer expectations by providing timely solutions. In this post, we’ll explore a scenario where the goal is to deliver the main product to the customer as promptly as possible, even…

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Dynamics 365 Quality Management: First Article Inspection

Test groups in D365 Quality Management

Quality management: Handling first article inspections using the standard Dynamics 365 Supply Chain quality management applications. Manufacturing companies often require an inspection at several times during the process. A common inspection process is the first article inspection. This process involves checking the critical dimensions of the first piece, sometimes a few pieces, completed in the…

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