Project Operations & Field Service
Dynamics 365 – Streamlining Accounts Payable with Recurring Vendor Invoices
Efficient management of accounts payable processes is important for the financial health of any organization. One key element of accounts payable for many organizations is the handling of regular, repetitive, predictable expenses. Microsoft recently added a new feature to Dynamics 365 Finance and Supply Chain that allows organizations to manage these recurring vendor invoices much…
Read Full PostDynamics 365 – Managing Customer Retention in Project Management and Accounting
Did you know you can automate customer retention in D365 Project Management and Accounting? Why yes it is so! What is Customer Retention you ask? Well, I can tell you! Customer retention is an amount of the customer invoice that is deducted from the customer invoice and held outside of the normal accounts receivable. It…
Read Full PostDynamics 365 – Send a Customer Case with Azure SMS
One of the most common customer service practices is to notify the customer when they have submitted a new incident with the incident number and a message about the expected resolution time. Historically this was done with an email sent to the customer’s email address for their tracking purposes, but that was so 2010! It’s…
Read Full PostA Look at D365 Project WIP Reporting: Budget vs. Actual
In our past virtual session, “A Look at D365 Project WIP Reporting: Budget vs. Actual” with Judi Irion, we dove into the options for managing budgets in Dynamics AX/365 Project Management and Accounting. We also explored solutions for tracking project WIP reporting for service-oriented organizations, focusing on comparing budgeted versus actual hours and amounts. Additionally,…
Read Full PostDynamics 365 Field (Service) of Dreams
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 Field Service and Dynamics 365 Customer Service…what brought this thinking on I’m not sure. Maybe, it was…
Read Full PostFixed-price Revenue Recognition in D365: A Guide to Success Part 2
If you’ve tuned in to Part 1 of this blog series, we discussed how we can configure the Project management and accounting module in D365 to perform project estimation and fixed-price revenue recognition. In Part 2, we will review the tools provided to perform the estimation itself and how the system will post the revenue…
Read Full PostFixed-price Revenue Recognition in Dynamics 365: A Guide to Success-Part 1
Revenue recognition is a fundamental aspect in the project management realm, and this holds true in the Project management and accounting module in Dynamics 365 Project Operations as well. In this two-part blog series, we will explore key factors to consider and best practices to follow when recognizing revenue within D365. To begin, it must…
Read Full PostMicrosoft is Making a Splash in Dynamics 365 and Copilot with the 2024 Release Wave 2
Brace yourself for a tidal wave of innovation!! The 2024 Release Wave 2 for Microsoft Dynamics 365 brings an abundance of new features designed to transform business operations across various applications, including Sales, Customer Service, Finance, Supply Chain Management, and more. These updates are crucial for your business, as they can significantly drive growth if…
Read Full PostMulti-Factor Authentication (MFA) is Required by Microsoft for Azure Users
Microsoft has recently announced a significant security update in their latest blog post, “Microsoft will require MFA for all users in Azure” While the article touches on the changes, it doesn’t fully dive into the specifics or the broader impact it has on users. In this post, we will explore additional sources to provide an…
Read Full PostGlobal Number Sequences for Vendors & Customers in Dynamics 365
A recent client inquiry regarding a requirement to share selected vendors between legal entities within Dynamics 365 Finance and Supply Chain spurred discussions on formalizing the process of setting up global Number sequences. The client had the same vendor list across companies in AX 2009. However, the requirement in D365 is to have the list…
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