Project Operations & Field Service
What’s New in Dynamics 365 (Part 2): Customer Payment Predictions
Microsoft Dynamics 365 Finance is constantly evolving to meet its customers’ needs and periodically will update or release new features in waves throughout the year. This is part two of a three-part blog series that will give you a quick overview of some of the exciting things Microsoft has pushed out last year, including customer…
Read MoreWhat’s New in Dynamics 365 (Part 1): Intelligent Budget Proposals
Microsoft D365 is constantly evolving to meet its customers’ needs and periodically will update or release new features in waves throughout the year. Tune in to our three-part blog series that will give you a quick overview of some of the exciting things Microsoft has pushed out last year. Time to Explore: Feature Management Workspace…
Read MoreSoon to Be Released: Microsoft Warehouse Management Application for Apple Products (iOS)
Microsoft Dynamics 365 and Apple Getting Cozy Exciting news has once again entered the Microsoft community. That’s right, the Warehouse Management app will soon be in the app store and available for Apple products including iOS, macOS, iMessage, and more. Until now, this program has only been available for Android users, but it is soon…
Read MoreData, Data, Data Part 4 – Common Data Service (CDS)
Data, Data, Data… we hear our clients chatting about it all the time. How to organize data, manage it, feed it, it’s kind of like a baby, but not really. 😉 Due to all of the commotion around data, we decided to roll out this 4 part series on how you can effectively utilize Dynamics…
Read MoreData, Data, Data Part 3 – Power BI Embedded & Dynamics 365
Is managing data a challenge in your business? If so, you’re not alone. This is an issue we hear about time and time again, which is why Microsoft Dynamics 365 offers solutions to make efficient data management a more attainable goal. As you may know, due to this being a popular issue, we’ve decided to…
Read MoreData, Data, Data Part 2 – Thinking Logically: Azure Logic Apps for D365
Data management has been a challenge AND a tremendous opportunity in business for quite some time, which is why Microsoft & others are always offering solutions that provide valuable tools and insights on how to solve this reoccurring dilemma. If you are a faithful Ellipse Solutions blog reader, you know we’ve recently decided to re-publish…
Read MoreData, Data, Data Part 1 – Data Vault Modeling Do’s and Don’ts
The new ideas and developments in the areas of data management in the Microsoft Dynamics community are very dynamic (no pun intended) at the moment. Microsoft and other vendors cultivate new solutions and new approaches to this age old challenge, which open intriguing avenues for Dynamics users and implementors alike. It has come up recently…
Read MoreDynamics 365 – Workflow Notifications for Delegated Approvers
Ever needed to make sure the delegated approvers are receiving the workflow notifications in Dynamics 365 Finance and Supply Chain? There is a way if you know the trick. Purpose Users can set up delegation for workflow through the Settings option, for example, if they know they will be out of the office or unavailable…
Read MoreSimplifying Project Timesheet Entry and Adjustments in D365
Well .. if you’ve clicked on this blog, you are probably familiar with Timesheet entry in Dynamics 365 Project Operations, but maybe you have found yourself wondering how it could get easier? Look no further! Keep reading to pick up some tips regarding Timesheet entry in Project management and accounting in D365. Let’s begin with…
Read MoreDynamics 365 Finance Invoice Automation in Simple Terms
Finally, a way to import vendor invoices into Dynamics 365, perform the three-way match and post the invoice for purchase orders! Gone are the days of entering vendor invoices one at a time! The Functionality Explained Vendor invoices for Purchase orders can now be imported using the data management functionality. The input files can be…
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