Sales 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…

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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…

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Dynamics 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…

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It’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.…

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Following 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…

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Electronic 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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What 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…

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Codes, Codes, Codes… Commodity Codes in Dynamics 365!

assign commodity codes D365 D365Dynamics 365

There are so many codes to be concerned with! Some codes are pre-determined and  are a part of a system used for freight, tariffs, taxes, import/export, etc. Today, the focus is on Commodity Codes, specifically. A quick Bing search (ok, ok – Google) of ‘commodity codes’ reveals multiple data sources.  Two sources are primary.  First…

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What’s New in Dynamics 365 (Part 3): Vendor Invoice Automation

Microsoft Dynamics 365 Finance is constantly evolving to meet its customers’ needs and periodically will update or release new features in waves throughout the year. This is part three of a three-part blog series that will give you a quick overview of some of the exciting things Microsoft has pushed out last year, with this…

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