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…

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dynamics 365 summit 2019

We’ll preface the 2021 Top 5 with an acknowledgement that this year, while we are all yearning for a return to normalcy, is still different. Some will not be able to attend the live event in Houston, while others will. If you have questions or concerns about Covid-19 that are making you hesitant, our only…

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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…

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invoice vs journal dynamics 365 vendor pre-payment

It is not too often that a company is jumping up and down to pay bills early, am I right? But there is that occasion, maybe a discount or the promise of a gift basket of fruit for a pre-payment! Whatever the reason, Dynamics 365 can handle this in a couple of different ways. We…

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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…

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loading microsoft teams ROI

Remember a few years back when everyone started really pushing for digital transformation in earnest? Or what we thought was pushing for it. Then 2020 arrived and the pushing became a pretty harsh shove. Fortunately, while it seemed Microsoft had in many ways been slow-playing Teams taking over the Skype mantel prior to the pandemic,…

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dynamics 365 proposed loads

It is time for us to recognize the Load planning workbench and his other brother the Load building workbench; a couple of tools in D365 that are useful in creating and managing shipments. These two dudes are hanging out, among other places, in the Transportation management module just waiting to be happy little helpers. This…

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load planning workbench dynamics 365

It is time for us to recognize the Load planning workbench and his other brother the Load building workbench; a couple of tools in Dynamics 365 that are useful in creating and managing shipments. These two dudes are hanging out, among other places, in the Transportation management module just waiting to be happy little helpers.…

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dynamics 365 line discount overview

In this corner, a one-dimensional wonder, the king of Q-T-Y, Line Discount (ount ount ount) and in this corner, the Prince of Big Money, the Passel of Price concessions, Multi Line Discount (ount ount ount).  These two worthy opponents go head to head, in a no holds barred cage match, to determine their difference! We…

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Dynamics 365 customer voice

Ever wonder what your customers are thinking? What do they want from your business? Well, maybe it’s time to give them a voice. Dynamics 365 Customer Voice is a recent addition to the D365 line of business apps that helps businesses engage with their customers for meaningful feedback. Since rebranding Forms Pro to D365 Customer…

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