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 placing 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 More

In 2022, Microsoft is ringing up win after win in the commerce marketplace. Each of the software release waves, one and two, of 2022 has been heavy on commerce advancements and the team in commerce at Microsoft is actively holding regular user feedback meetings to improve the experience. We had the pleasure of hosting Brion…

Read More

Are you in need of a timesaving D365 “hack?” Then posting definitions might be the topic of the day! What is a posting definition? An alternative to posting profiles, posting definitions can be used when one needs to create multiple ledger entries, using multiple offset accounts. Whereas a posting profile is only associated with one…

Read More

Available with the Dynamics 365 Commerce version 10.0.27 release, the new B2B Commerce Catalogs are a nice addition to the growing feature set within Dynamics 365 for Commerce. Organizations can now build a multitude of B2B catalog options to include catalog-specific navigation hierarchy, catalog-specific attribute metadata, channels, specific customer hierarchies. All of this is designed…

Read More
Dynamics 365 Commerce Search

Close your eyes, imagine you are a customer, shopping at your favorite brick and mortar. Hear the rustling sounds of other shoppers milling about the establishment, smell the aromas, a mix of tidy clothes and the food court smoothie joint. You are at the register and need the clerk to access your info… imagine waiting……

Read More

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 More
Form in D365 to add a lease

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 D365 to help me figure this one out. One lease, two lease, three lease, more. …

Read More
DynamicsCon 2022 virtual

If this event were a superhero utility belt, there are at least five go-to elements you would need to grab for: Cost, Content, Keynotes, Superheroes, and Networking! 1. FREE There are not many events of this significance that are absolutely FREE! Nada, nil, zilch, zero dollars. What a huge value to the community. Yes, it…

Read More
chat widget dynamics 365 commerce

One of the most important aspects of the 21st century commerce experience is giving the consumer more ways to communicate with commerce companies right from the website. As part of this strategy, the retailer needs a good chat feature. If you are like me, a typical day at the desk finds you with 20 tabs…

Read More
dynamics 365 sales order update backorder

Backorder. To many, that is a bad thing to hear or to track in the system. To others, it is an opportunity to go above and beyond for the customer. Today we will examine a specific use case when the goal is to deliver to the customer as soon as possible or as close to…

Read More