Project Operations & Field Service
Dynamics 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 PostThe How-To Guide for Choosing Your Microsoft Dynamics Partner
Choosing the right Microsoft Dynamics Partner is a major decision, one that can significantly impact your business operations. This is the team you’ll be working closely with for implementations, upgrades, and ongoing support. You want a partner who checks all your boxes: industry expertise, experience, reliability, and a deep understanding of your business needs. But…
Read Full PostD365 Return Reason Codes & Disposition Codes: Why & When
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 Full PostOptimizing Facility Asset Warranty Management in Dynamics 365
Are you drowning in a filing cabinet stuffed with warranty policies, tucked away in an office no one remembers? What if you could store and manage all facility asset warranties digitally—directly within Dynamics 365? Well, today is your lucky day! Let’s explore how facility asset warranty Management in Dynamics 365 can help you streamline maintenance…
Read Full PostWhat is a Replenishment Requisition? -Dynamics 365 for Finance
Purchase requisitions can be created for the purposes of Consumption or Replenishment, if the Purchasing policy, Requisition Purpose Rule, is set to allow a choice. If the option is given, the requisitioner can choose one or the other, which will dictate how the request can be fulfilled. A Consumption purpose is used to indicate a…
Read Full PostThe “Power” of Dynamics 365 Power Virtual Agents (PVA)
We all have experienced being on the receiving end of Customer Service horror stories. If you are like myself, I would prefer to self-service and seek out answers to my own questions rather than sit “on-hold” waiting for a live customer service representative. If you have ever started a chat session with an agent on…
Read Full PostWhat’s New in Dynamics 365: Highlights From 2025 Release Wave 1
With a new year comes new releases from Microsoft! That’s right – Microsoft has unveiled its 2025 Release Wave 1 plan for Dynamics 365, introducing an array of innovative features designed to enhance business operations across various sectors. This release, scheduled from April to September 2025, emphasizes the integration of AI-driven tools, particularly through Copilot…
Read Full PostBig Changes Ahead for D365 Finance & Supply Chain Deployments
Microsoft is implementing significant changes to the deployment process for Dynamics 365 Finance and Supply Chain, aiming to enhance efficiency and user experience. These updates are particularly relevant for organizations planning to implement or currently using D365 Finance and Supply Chain. Key impacts include: Licensing & Permissions When deploying in Lifecycle Services (LCS), having the…
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