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…

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dynamics 365 finance collections

As you would expect from an evergreen enterprise cloud application, Dynamics 365 Finance continues to deliver exciting new features and functionality with each update. The shiny new toy in the Finance realm of Dynamics 365 brings artificial intelligence formally into the fold to deliver customer payment predictions, cash flow forecasting, and budget proposal tools. Customer…

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return reason code groups

Returns might not be the hottest topic, but today’s blog may just spice it up a bit for you! Dynamics 365 provides several tracking and reporting functions that streamline and create efficiencies for the return process, making life much simpler! While Return reason codes and Disposition codes can both be found on the Return order,…

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lease status dynamics 365

Do you have a need to transfer asset leases from your legacy system, or other systems of record and just don’t know how to get it into Dynamics 365?  Are those Excel files driving you nuts trying to figure out what the carrying value should be on your lease liability and lease depreciation?  We can…

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Now that we’ve had the weekend to reflect on last week’s first-ever D365 Tech Connect, we’re still buzzing with excitement about how it went and for the future of the event. How we got here Ever since the Dynamics Tech Conference (hosted by Microsoft and then Dynamic Communities) stopped happening, the architects on our team…

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collections process automation dynamics 365

Recently released 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…

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Magic Quadrant CRM Customer Engagement Center

Another feather in the cap, notch in the belt, ace in the sleeve… whatever you want to call it at this point. Microsoft has earned the “Leader” designation in another Gartner Magic Quadrant, this time for CRM Customer Engagement Center. Like other technologies, this continues a bit of a streak for our Redmond friends, marking…

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dynamics 365 tax calculation

“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” — Benjamin Franklin Taxes aren’t an exciting topic for most people, but an important topic for businesses to stay on top of nonetheless (unless you enjoy IRS visits).…

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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…

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