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…

Read More

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…

Read More

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…

Read More

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…

Read More

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).…

Read More

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.…

Read More

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…

Read More

Dynamics AX to Dynamics 365: It’s Time

ECIF funding example

We’re almost one whole month into 2021 and your business is on Dynamics AX 2012, maybe even AX 2009. While your ERP has served you well (we hope), there’s no denying it’s time to start looking at Dynamics 365 if you aren’t already. The only AX Users that still have mainstream support available are on…

Read More

Setting up One-Time Suppliers in Dynamics 365

released product details d365

Ask anyone in the accounting department what their biggest pet peeve is and the following case will always make the Top 5 list “Executives that submit expense reports, two weeks late, without attaching the receipts!” Then they will start mumbling about the ten key pad, but after that, they will resoundingly say, “Vendor setup!” Guess…

Read More