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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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. …

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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…

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“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…

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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…

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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…

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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…

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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,…

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When Customer Service and Field Service meet to “PLAY BALL”! Earlier this year, I watched the MLB game between the New York Yankees and the Chicago White Sox on the “Field of Dreams” field in Iowa. This got me thinking about the perfect “pitch-catch” scenarios between Dynamics 365 Customer Service and Dynamics 365 Field Service…what…

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Now that we’ve had the weekend to reflect on last week’s first-ever D365 Tech Connect, we’re still buzzing with excitement about how it went and for the future of the event. How we got here Ever since the Dynamics Tech Conference (hosted by Microsoft and then Dynamic Communities) stopped happening, the architects on our team…

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