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 two 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, including customer…

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Microsoft D365 is constantly evolving to meet its customers’ needs and periodically will update or release new features in waves throughout the year. Tune in to our three-part blog series that will give you a quick overview of some of the exciting things Microsoft has pushed out last year. Time to Explore: Feature Management Workspace…

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Data, Data, Data… we hear our clients chatting about it all the time. How to organize data, manage it, feed it, it’s kind of like a baby, but not really. 😉 Due to all of the commotion around data, we decided to roll out this 4 part series on how you can effectively utilize Dynamics…

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Is managing data a challenge in your business? If so, you’re not alone. This is an issue we hear about time and time again, which is why Microsoft Dynamics 365 offers solutions to make efficient data management a more attainable goal. As you may know, due to this being a popular issue, we’ve decided to…

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Data management has been a challenge AND a tremendous opportunity in business for quite some time, which is why Microsoft & others are always offering solutions that provide valuable tools and insights on how to solve this reoccurring dilemma. If you are a faithful Ellipse Solutions blog reader, you know we’ve recently decided to re-publish…

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The new ideas and developments in the areas of data management in the Microsoft Dynamics community are very dynamic (no pun intended) at the moment.  Microsoft and other vendors cultivate new solutions and new approaches to this age old challenge, which open intriguing avenues for Dynamics users and implementors alike.  It has come up recently…

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Ever needed to make sure the delegated approvers are receiving the workflow notifications in Dynamics 365 Finance and Supply Chain?  There is a way if you know the trick. Purpose Users can set up delegation for workflow through the Settings option, for example, if they know they will be out of the office or unavailable…

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Finally, a way to import vendor invoices into Dynamics 365, perform the three-way match and post the invoice for purchase orders!  Gone are the days of entering vendor invoices one at a time!  The Functionality Explained Vendor invoices for Purchase orders can now be imported using the data management functionality.  The input files can be…

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Financial dimensions can be a difficult concept to master in Dynamics 365 Finance.  But once they are understood, they can be a user’s bestie.  They can add power and flexibility to the General ledger.  Let us demonstrate how. What is a financial dimension? A financial dimesion is an extension of the main account.  A suffix…

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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…

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