D365 Return Reason Codes & Disposition Codes: Why & When

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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Optimizing Facility Asset Warranty Management in Dynamics 365

all assets dynamics 365 asset management

Are you drowning in a filing cabinet stuffed with warranty policies, tucked away in an office no one remembers? What if you could store and manage all facility asset warranties digitally—directly within Dynamics 365? Well, today is your lucky day! Let’s explore how facility asset warranty Management in Dynamics 365 can help you streamline maintenance…

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Dynamics 365 Vendor Pre-Payment

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 Vendor Pre-Payment can handle this in a couple of different…

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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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The “Power” of Dynamics 365 Power Virtual Agents (PVA)

power virtual agent logic d365

We all have experienced being on the receiving end of Customer Service horror stories. If you are like myself, I would prefer to self-service and seek out answers to my own questions rather than sit “on-hold” waiting for a live customer service representative.  If you have ever started a chat session with an agent on…

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What’s New in Dynamics 365: Highlights From 2025 Release Wave 1 

2025 Release Wave 1

With a new year comes new releases from Microsoft! That’s right – Microsoft has unveiled its 2025 Release Wave 1 plan for Dynamics 365, introducing an array of innovative features designed to enhance business operations across various sectors. This release, scheduled from April to September 2025, emphasizes the integration of AI-driven tools, particularly through Copilot…

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Big Changes Ahead for D365 Finance & Supply Chain Deployments

D365 Finance and Supply Chain

Microsoft is implementing significant changes to the deployment process for Dynamics 365 Finance and Supply Chain, aiming to enhance efficiency and user experience. These updates are particularly relevant for organizations planning to implement or currently using D365 Finance and Supply Chain. Key impacts include: Licensing & Permissions When deploying in Lifecycle Services (LCS), having the…

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Exploring the Dynamics 365 SCM Premium License

The Dynamics 365 Supply Chain Management (SCM) Premium license offers organizations enhanced capabilities to streamline their operations and improve demand planning processes. With recent updates and tools, businesses can now make smarter decisions driven by intelligence and collaboration. Here’s a breakdown of key insights regarding the SCM Premium license and its features. Free Trial for…

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Mastering Dynamics 365 Budgeting for Financial Success

Effective budget planning is vital for organizations to maintain financial control and achieve their strategic goals. Microsoft Dynamics 365 Finance offers advanced tools to streamline the budgeting process, empowering businesses to allocate resources effectively, forecast accurately, and adapt to changing conditions. In a past webinar, “Budget Planning Configuration and Workflow,” we explored how Dynamics 365…

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Are You Getting the Most Out of Your Microsoft Dynamics Support? Here’s How to Know…

Microsoft Dynamics Support

Your Microsoft Dynamics system is the backbone of your organization’s daily operations. But when it comes to external support, it’s easy to stick with the status quo—until something goes wrong. Poor support can result in downtime, inefficiencies, and even lost revenue, yet many organizations struggle to assess whether their current provider is truly delivering value.…

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