Dynamics 365 offers standard functionality regarding placing and managing Sales orders on hold, encompassing everything from having a past due balance to simply needing their new shipping address. Alternatively, to placing an entire account on hold, the users are given the power to place a Sales order hold on select orders or to create customized…

Read More

Are you in need of a timesaving D365 “hack?” Then posting definitions might be the topic of the day! What is a posting definition? An alternative to posting profiles, posting definitions can be used when one needs to create multiple ledger entries, using multiple offset accounts. Whereas a posting profile is only associated with one…

Read More

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…

Read More
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. …

Read More
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…

Read More

“Out here in the fields, I fight for my meals” – The Who (and Microsoft, when referencing their Field Service Management strategy) Aside from referencing an all-time great song, Baba O’Riley, let’s talk about how Microsoft has absolutely embodied that opening lyric in their Field Service strategy over the past few years. Dynamics 365 Field…

Read More
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…

Read More
Dynamics 365 Guides mixed reality

Nowadays it’s hard to know what is real and what is not especially in the realm of “Mixed Reality”.  Gamers have been using this technology for a while to enhance their gaming experience, however, recently Microsoft business applications have gotten into the game…pun intended.  With the latest version of D365 Finance & Operations, D365 Sales…

Read More
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…

Read More
return reason code groups

Returns might not be the hottest topic, but today’s blog may just spice it up a bit for you! Dynamics 365 provides several tracking and reporting functions that streamline and create efficiencies for the return process, making life much simpler! While Return reason codes and Disposition codes can both be found on the Return order,…

Read More