Posts Tagged ‘Dynamics 365 for Finance and Operations’
What 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 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 PostMastering Dynamics 365 Budgeting for Financial Success
Effective budget planning is vital for organizations to maintain financial control and achieve their strategic goals. Microsoft Dynamics 365 Finance offers advanced tools to streamline the budgeting process, empowering businesses to allocate resources effectively, forecast accurately, and adapt to changing conditions. In a past webinar, “Budget Planning Configuration and Workflow,” we explored how Dynamics 365…
Read Full PostA Stroll Through Dynamics 365 Process Manufacturing: Formula Designer – Part 2
In part 1 of this blog series, we discussed a business case that involved a manufacturing company that produced plastic products for the automotive industry. The company hired a new product designer Ryan who is getting comfortable using Dynamics 365 and polishing his Formula designer skills. Thus far, Ryan has learned how to open the…
Read Full PostSetting Specific Production Order Start/End Schedule Dates in Dynamics 365
Every once in a while, we get one of these requests that seem close to impossible to cater to without having some form of development work involved and to complete those issues with an out of the box solution feels like a great accomplishment. This post is about one such Help Desk case. One of…
Read Full PostSubcontracting in Dynamics 365 Finance – BOMs
Subcontracting is a practice that is often used in manufacturing for cost purposes, load balancing of resources, or due to outside resources having special equipment or expertise. Regardless of the reason, there is a business impact as it relates to scheduling, inventory, costing, and the production process. So, how is this effort managed in Dynamics…
Read Full PostElectronic 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 Full PostCodes, 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 Full PostIs Dynamics 365 the Best ERP Solution?
The truth: The best ERP solution is the one that is best for your company’s needs. Of course, when Dynamics 365 is applicable, we as a Microsoft Partner are going to do our best to show you how it can help transform your business. BUT, when we are approached by a customer considering Dynamics for…
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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