Customer Workflow in Microsoft Dynamics 365 Finance and Supply Chain

Microsoft has recently released an enhancement that allows for Customer changes to be approved in Workflow.  There are many business reasons for adding a layer of approval to customer record changes.  Maybe you want an approval to change the payment terms or maybe you want an approval to change the customer credit limit.  In any…

Read More

Unpacking the Pack Station in Dynamics 365: Part 2 of 2

In part 1 of this blog, we discussed how we can use the pack station within the Dynamics 365 Supply Chain client to manage the packing of outbound shipments.  Today we’ll review the new functionality released to allow packing using the Warehouse Management Mobile App. First and foremost, if we already have a pack station…

Read More

Unpacking the Pack Station in Dynamics 365: Part 1 of 2

Amongst the many operations that take place in a warehouse day to day, packing outbound shipments is one of the most important ones. Managing this task can be a real headache if without the correct tools. Luckily, Dynamics 365 Supply Chain offers a built-in functionality to manage all the ins & outs of packing out…

Read More

How to: Be Smarter Than Smart Rounding in Dynamics 365 Finance

Like me, maybe you’ve often felt intimidated by smart rounding in Dynamics 365. Fear not! In this blog, we will cover the powerful feature dubbed “Smart Rounding” and explore some of tricky behind-the-scenes setup. In Dynamics 365, smart rounding is the functionality that automates the rounding process using system templates or user-defined rounding rules, giving…

Read More

Microsoft Dynamics 365 FO Continuous Updates Announcement 

Microsoft recently announced that there will be significant changes to One Version (Service Updates) for D365 FO. This process can seem overwhelming but have no fear, we are here to break down everything you need to know so that you can understand what is coming your way. The below points are a brief compilation of what…

Read More

Tired of Creating Payment Proposals & Collections Letters? D365 Has The Answer!

collections process automation dynamics 365

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 process automation…

Read More

A Stroll Through Dynamics 365 Process Manufacturing: Formula Designer – Part 2

d365 formula designer details

In part 1 of this blog series, we discussed a business case that involved a manufacturing company that produced plastic products for the automotive industry.  The company hired a new product designer Ryan who is getting comfortable using Dynamics 365 and polishing his Formula designer skills.  Thus far, Ryan has learned how to open the…

Read More

Voucher Templates vs Periodic Journals in Dynamics 365

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…

Read More