Project Operations & Field Service
Dynamics 365 for Finance & Supply Chain – Punch Clocks for Projects
In Dynamics 365, The Time and Attendance solution is known for being used in general attendance tracking, in conjunction with manufacturing implementations, in order to record worker jobs and clock in/outs. However, its availability with Projects within D365 is often overlooked. This post focuses on how this functionality can be utilized for project worker’s clock…
Read Full PostThe Genesis of Dynamics 365 Asset Leasing
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,…
Read Full PostUtilizing 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…
Read Full PostThe 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…
Read Full PostDynamics 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…
Read Full PostDynamics 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…
Read Full PostBuilding Dynamics 365 Integration Between Field Service And Finance & Supply Chain Using Dual-Write
After multiple years of a natural yet sometimes painful growth, the Dual Write integration components between Dynamics 365 Customer Engagement and Finance & Supply Chain siblings hit the maturation stage. This blog will focus on some of the basic details encountered during the last few years of customer engagements implementing D365 Field Service along with…
Read Full PostDynamics 365 Finance & Supply Chain – Cancelling a Delivery Remainder Is Not Always Straight Forward
Everyone knows if a Purchase order line is partially received and the Delivery remainder is not going to be received, the remainder should be canceled… right? The Delivery remainder should be cancelled especially for planned items, so planning doesn’t expect that remaining amount to be coming in. To cancel the remainder, simply go to the…
Read Full PostCustomer 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…
Read Full PostHow 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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