The Gift of Gift Cards in Dynamics 365

dynamics 365 commerce parameters gift card number

The modern gift card, a wad of cash conveniently disguised in a rectangular piece of plastic. They are welcomed by birthday present recipients world-wide in place of an ill-fitting sweater. Of course, they do quite often end up living out their days in a kitchen junk drawer or stuffed in a wallet or purse, never…

Read More

Voucher Templates vs Periodic Journals in Dynamics 365

periodic journals dynamics d365

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 More

Dynamics 365 Segregation of Duties 101

segregation of duties rules

How does your business control the segregation of duties?  Do your auditors examine the system and notice a multitude of users having access to more functions than they probably should?  Has ownership been pestering you about Johnny in accounting with ability to create new vendors, then enter and approve vendor invoices as well as make…

Read More

SUMMIT NA 2023: ATTENDEES GUIDE 

We are just a few years past the core pandemic, USER GROUPS are back, and we are here for it! If you made it to Summit NA in Orlando last year, you witnessed a five-day immersive D365 experience! The 2023 event is quickly zooming into Charlotte, North Carolina, and is on track to be even…

Read More

Organizing Org Charts in Dynamics 365 Sales

live org chart d365 sales

Staying on top of your accounts and managing them well in Dynamics 365 Customer Engagement (CE) is paramount to being a successful Sales organization.  “Knowing” your customer is a big part of being able to drive customer satisfaction and potentially generating new sales opportunities with your existing accounts and contacts.  A very useful feature in…

Read More

Dynamics 365 Connected Customer Service Example

iot alerts d365 customer service hub

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 More

Dynamics 365 Asset Management Warranty Policies for Facility Assets

all assets dynamics 365 asset management

Is there a filing cabinet full to the brim with facility asset warranty policies in an undisclosed office (because who remembers where those were filed)? How exciting would it be to know those warranty polices could be electronically kept within Dynamics 365? Today is your lucky day! Let’s dive into facility asset warranty setup within…

Read More

Dynamics 365 Commerce Scale Unit CSU Core

Dynamics 365 Commerce: CSU Core and Commerce SDK – Revolutionizing the Platform  Dynamics 365 Commerce, Microsoft’s powerful commerce platform, has introduced new features and enhancements that are transforming how the platform is used.   The introduction of CSU Core and Commerce SDK brings improved efficiency, performance, and flexibility to the platform, benefiting customers and partners…

Read More

Dynamics 365 Reality Check

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…

Read More

Dynamics 365 Sales – Managing Customer Quotes

multi-entity business flow

Most sales truly begin when a customer asks the sales rep to send them a quote. In Dynamics 365 Sales (D365) a quote is a customer request for products or services at specific prices, quantities, payment terms, etc.  As one can imagine quotes are a major component in D365 Sales. It is a basis of…

Read More