Dynamics 365 – Vendor Demographics

dynamics 365 vendor search

Today’s post focuses on tracking and reporting Vendor Demographics in Dynamics 365 Finance and Dynamics 365 Supply Chain. This functionality typically becomes more relevant for Dynamics deployments dealing with a lot of customers engaged in government, military or enterprise level contracts.  Many such contracts require tracking of vendors based on their demographics.  A number of…

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Dynamics 365 for Finance & Supply Chain – Punch Clocks for Projects

project activities dynamics 365 punch clock

In Dynamics 365, The Time and Attendance solution is known for being used in general attendance tracking, in conjunction with manufacturing implementations, in order to record worker jobs and clock in/outs. However, its availability with Projects within D365 is often overlooked. This post focuses on how this functionality can be utilized for project worker’s clock…

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Dynamics 365 Segregation of Duties 101

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 – Fund Accounting Tips and Tricks

dynamics 365 general ledger funds

Fund accounting can feel like a daunting task at first thought.  The Microsoft Dynamics approach takes the complexity out of the equation. Follow these easy steps and be on the way to Fund accounting in a jiffy! At a high level, think about fund accounting as financial statements by financial dimension. Of course, this is…

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Dynamics 365 Resolutions for the New Year

dynamics 365 resolution new year

“May auld acquaintance be forgot, and never brought to mind…” 2022 is here! In the past year, the world has learned to adapt and move forward with an ever-present and ever-evolving “new normal”. As another January is in full swing, we all turn our attention once again toward what lies ahead personally and in our…

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Business Events in Dynamics 365 Finance and Supply Chain – How To

business events dynamics 365

It is time to shine some light on a lesser known tool in D365, the Business Event. The Business event has been around since early 2019 but somehow has managed to fly under the radar. It can be a very valuable tool in connecting D365 with a variety of external systems and resources. We are…

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Dynamics 365 Tax Calculation

dynamics 365 tax calculation

“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” — Benjamin Franklin Taxes aren’t an exciting topic for most people, but an important topic for businesses to stay on top of nonetheless (unless you enjoy IRS visits).…

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Dynamics AX to Dynamics 365: Upgrade Preparation

It’s July. There’s a good chance it’s hot, depending where you’re located while reading this. You know what else is hot right now? Making the move from Dynamics AX to Dynamics 365. To be sure, it is an important step in your ERP journey and your organization certainly wants to do it the right way.…

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Dynamics 365: What’s to Love? Part 2 – The Public Sector

Dynamics 365 Public Sector Local Governement

With Valentine’s Day this Sunday, we kicked off a month long blog series highlighting why certain industries should be falling in love with Dynamics 365 if they haven’t already! Today we’re talking about State Agencies, Municipalities, and others in the Public Sector space. You just know me so well! Talk about “soul mates” with Dynamics…

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