Project Operations & Field Service
Dynamics 365 Reality Check
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 Full PostPlaying tag with your GL: Financial Tags in Dynamics 365
Let’s face it: you have piles of GL transactions. You also have a swarm of different managers, directors, and financial officers all wanting deep dives into your ledger to see exactly where this product line or that customer group is from the finance point of view. If only there was a way to label ledger…
Read Full PostSetting up PowerApps Canvas with Dynamics 365 Data
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…
Read Full PostDynamics 365 Sales – Managing Customer Quotes
Most sales truly begin when a customer asks the sales rep to send them a quote. In Dynamics 365 Sales (D365) a quote is a customer request for products or services at specific prices, quantities, payment terms, etc. As one can imagine quotes are a major component in D365 Sales. It is a basis of…
Read Full PostOrganizing Org Charts in Dynamics 365 Sales
Staying on top of your accounts and managing them well in Dynamics 365 Customer Engagement (CE) is paramount to being a successful Sales organization. “Knowing” your customer is a big part of being able to drive customer satisfaction and potentially generating new sales opportunities with your existing accounts and contacts. A very useful feature in…
Read Full PostD365 Finance Bridging Payments: Handling Gaps Between Depositing Checks and Clearing the Bank
This is a common issue for many businesses due to post dated payments or just the time it takes for deposited checks to clear the customer’s bank account. The gap is that the payment is being financially recorded in your ERP system when it is entered and applied against a customer’s account, even though it…
Read Full PostTaking Your Financial Planning to the Next Level
Business Performance Planning in Microsoft Dynamics 365 Finance Financial planning can be a chore, especially if it involves piles of Excel spreadsheets with endless v-lookups filling up a network drive somewhere. Every time you dig in, you think to yourself that you wish it didn’t have to be this way. Well, your wish may very…
Read Full PostDynamics 365 – Purchase Order Generated Accruals Explained
Do you ever have to figure out where an accrual came from and get so confused that it feels like the room is spinning? Don’t feel alone. Dynamics 365 Finance and Supply Chain gives you the power to configure entries to the General ledger so they are not so vague. Posting at Receipt One of…
Read Full PostDynamics 365 Connected Customer Service Example
In a world of “Internet of Things” (IoT), wouldn’t it be nice to be able to proactively service your customer’s needs almost without them knowing about it? As our world is more connected than ever now, IoT provides service organizations abilities to monitor and identify equipment issues before they become even larger and more unmanageable. …
Read Full PostDynamics 365 Customer Service 101 – Cases, Etc.
Microsoft Dynamics 365 Customer Service provides users with the ability to track and manage customer requests and complaints through the creation of Cases. The use of this functionality is widespread from Professional Services to Retailers to Health Providers to Consumer Goods companies. It is a critical component of how we here are Ellipse Solutions deliver…
Read Full Post