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…

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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. …

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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…

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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…

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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…

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dynamics 365 commerce 2022 release wave 1

The Microsoft ecosystem continues to impress with its commitment to deliver a first-class commerce experience. With the impact of Covid on buying trends, commerce is accelerating its digital transformation. Recently, an industry expert was quoted as saying, “E-commerce sales have increased from a 1% growth year over year to 1% growth per month.” Microsoft is…

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Dynamics 365 Guides mixed reality

Nowadays it’s hard to know what is real and what is not especially in the realm of “Mixed Reality”.  Gamers have been using this technology for a while to enhance their gaming experience, however, recently Microsoft business applications have gotten into the game…pun intended.  With the latest version of D365 Finance & Operations, D365 Sales…

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dynamics 365 finance collections

As you would expect from an evergreen enterprise cloud application, Dynamics 365 Finance continues to deliver exciting new features and functionality with each update. The shiny new toy in the Finance realm of Dynamics 365 brings artificial intelligence formally into the fold to deliver customer payment predictions, cash flow forecasting, and budget proposal tools. Customer…

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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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lease status dynamics 365

Do you have a need to transfer asset leases from your legacy system, or other systems of record and just don’t know how to get it into Dynamics 365?  Are those Excel files driving you nuts trying to figure out what the carrying value should be on your lease liability and lease depreciation?  We can…

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