The Genesis of Dynamics 365 Asset Leasing

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 Dynamics 365 Asset Leasing to help me figure this one out. One lease, two lease,…

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Utilizing 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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The Latest News in Microsoft Dynamics Service Update Availability

Delivering predictable Dynamics 365 service updates to their users is one of Microsoft’s main focuses. Over the last 5 years, Microsoft has decreased the updates pace from 12 to 8 to 7 to 4 releases per year. These updates are available both for “manual” self-deployment before or automatically applied by Microsoft. One of the key…

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Setting up PowerApps Canvas with Dynamics 365 Data

data canvas app powerapps

In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…

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Dynamics 365 Field Services Delivers 346% ROI According to Forrester Study 

The results of the December 2023 Forrester Consulting Total Economic Impact (TEI) Study displayed that Microsoft Dynamics 365 Field Service delivered benefits of $42.65 million over three years to an organization. This is an ROI of 346% with a payback period of less than 6 months!   According to Forrester, software that assists organizations elevate field…

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Dynamics 365 Cash Flow Forecasting: The Revolution in Finance Continues

Welcome to the future of finance, where cash flow forecasting meets sci-fi at the intersection of artificial intelligence. In today’s rapidly evolving business landscape, the ability to forecast cash flow has never been more crucial. AI revolutionizes cash flow forecasting by leveraging machine learning and predictive analytics to analyze vast datasets, identify patterns, and predict…

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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…

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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…

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