Posts Tagged ‘Dynamics 365 Finance’
Dynamics 365 Fund Accounting Tips and Tricks
Fund accounting can feel like a daunting task at first thought. However, Microsoft Dynamics 365 Fund Accounting 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,…
Read Full PostBig Changes Ahead for D365 Finance & Supply Chain Deployments
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…
Read Full PostDynamics 365 – Vendor Demographics
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…
Read Full PostDynamics 365 for Finance & Supply Chain – Punch Clocks for Projects
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…
Read Full PostDynamics 365 Segregation of Duties 101
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 Full PostDynamics 365 Resolutions for the 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 Full PostDynamics 365 – How To Prevent Updates To Fully Invoiced Sales and Purchase Orders
Did you ever have one of those days when everything seems to go wrong? Perhaps, you got in a hurry for a rushed order update and tried to add a line to the incorrect purchase order? Did a colleague accidently remove a line from a fully invoiced sales order (and live to tell you about…
Read Full PostBusiness Events in Dynamics 365 Finance and Supply Chain – How To
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 Full PostDynamics 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 Full PostDynamics 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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