Project Operations & Field Service
Microsoft Dynamics 365 FO Continuous Updates Announcement
Microsoft recently announced that there will be significant changes to One Version (Service Updates) for D365 FO. This process can seem overwhelming but have no fear, we are here to break down everything you need to know so that you can understand what is coming your way. The below points are a brief compilation of what…
Read Full PostTired of Creating Payment Proposals & Collections Letters? D365 Has The Answer!
Microsoft features for Credit and collections and Accounts Payable are incredible time-saving process automations to be taken advantage of. Enable the features Please start with the Feature management workspace and enable the features. Vendor payment proposal automation Navigate to Accounts payable > Setup > Payment setup and find Process automations. Select Create new process automation…
Read Full PostVoucher Templates vs Periodic Journals in Dynamics 365
Maybe you have read all the documentation and all the manuals but still, it seems that voucher templates and periodic journals serve the same purpose. Both may have similar functionality, and both can aid in consistency and speed, but today’s blog post will explore the differences between voucher templates and periodic journals in Microsoft Dynamics…
Read Full PostSales Order Hold Options in Dynamics 365
Dynamics 365 offers standard functionality regarding placing and managing Sales orders on hold, encompassing everything from having a past due balance to simply needing their new shipping address. Alternatively, to place an entire account on hold, the users are given the power to place a Sales order hold on select orders or to create customized…
Read Full PostMicrosoft’s Data Certifications and Regulations for Renewable Energy Firms
It’s 10am on a Monday – that deadline for the permitting on the new construction site is due by noon. Everything was running smoothly until you got an email from your boss (one of the other 10 people in the company) with an urgent ask to confirm that your data security meets regulatory compliance because…
Read Full PostMajor Improvements Coming to Microsoft Productivity and Business Applications (Release Wave 1)
For the past 40 years, the user experience and core process flows of business applications including ERP, CRM, and more have remained somewhat stagnant. Don’t you think it’s time for a change? With the announcement of Release Wave 1 being executed worldwide throughout the month of April, it’s evident that Microsoft thinks the time to…
Read Full PostDynamics 365 Credit Card Payments
Microsoft Dynamics is on the scene to tell you it is time to pay the piper, ante up in the digital world, and is ready to fork over some tools to make retail and commerce transactions a whole bunch easier! In today’s digital age, e-commerce has become an integral part of business operations. Take notice…
Read Full PostIt’s Time to Migrate – D365 Human Resources
Birds aren’t the only ones who need to do some migrating this spring – Microsoft has announced that the automated migration tools for lifting and shifting the Human Resources app into Dynamics 365 is generally available for customers! Just in case you forgot, Microsoft announced the merging of HR offerings in the Fall of 2021.…
Read Full PostFollowing the Path: Microsoft’s Artificial Intelligence Journey
Over the past 3 months, Microsoft has been shaking up the business world, making waves with Artificial Intelligence and looking to innovate how people use and interact with their software offerings. We briefly discussed Microsoft’s investment into OpenAI in an earlier blog, The Continuation of Artificial Intelligence in Microsoft, and boy howdy, have there been…
Read Full PostElectronic Signatures in Dynamics 365 for Finance
There are third party products on the market offering some form of an electronic signature add-on for your Microsoft Dynamics 365 for Finance environment, but did you know that this is already built in to the system out of the box? With just a little bit of set up, you can be using electronic signatures…
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