Retail & Commerce
Sales Order Hold Options in Dynamics 365
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 place 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 MoreDynamics 365 – Purchase Order Generated Accruals Explained
Do you ever have to figure out where an accrual came from and get so confused that it feels like the room is spinning? Don’t feel alone. Dynamics 365 Finance and Supply Chain gives you the power to configure entries to the General ledger so they are not so vague. Posting at Receipt One of…
Read MoreMajor Improvements Coming to Microsoft Productivity and Business Applications (Release Wave 1)
For the past 40 years, the user experience and core process flows of business applications including ERP, CRM, and more have remained somewhat stagnant. Don’t you think it’s time for a change? With the announcement of Release Wave 1 being executed worldwide throughout the month of April, it’s evident that Microsoft thinks the time to…
Read MoreDynamics 365 Credit Card Payments
Microsoft Dynamics is on the scene to tell you it is time to pay the piper, ante up in the digital world, and is ready to fork over some tools to make retail and commerce transactions a whole bunch easier! In today’s digital age, e-commerce has become an integral part of business operations. Take notice…
Read MoreIt’s Time to Migrate – D365 Human Resources
Birds aren’t the only ones who need to do some migrating this spring – Microsoft has announced that the automated migration tools for lifting and shifting the Human Resources app into Dynamics 365 is generally available for customers! Just in case you forgot, Microsoft announced the merging of HR offerings in the Fall of 2021.…
Read MoreFollowing the Path: Microsoft’s Artificial Intelligence Journey
Over the past 3 months, Microsoft has been shaking up the business world, making waves with Artificial Intelligence and looking to innovate how people use and interact with their software offerings. We briefly discussed Microsoft’s investment into OpenAI in an earlier blog, The Continuation of Artificial Intelligence in Microsoft, and boy howdy, have there been…
Read MoreElectronic Signatures in Dynamics 365 for Finance
There are third party products on the market offering some form of an electronic signature add-on for your Microsoft Dynamics 365 for Finance environment, but did you know that this is already built in to the system out of the box? With just a little bit of set up, you can be using electronic signatures…
Read MoreWhat 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…
Read MoreCodes, Codes, Codes… Commodity Codes in Dynamics 365!
There are so many codes to be concerned with! Some codes are pre-determined and are a part of a system used for freight, tariffs, taxes, import/export, etc. Today, the focus is on Commodity Codes, specifically. A quick Bing search (ok, ok – Google) of ‘commodity codes’ reveals multiple data sources. Two sources are primary. First…
Read MoreWhat’s New in Dynamics 365 (Part 3): Vendor Invoice Automation
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 three 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, with this…
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