Managing Investment Projects in Dynamics 365

dynamics 365 create estimates

Project Management and its methodologies are rapidly evolving to account for various types of projects that can be executed and Microsoft consistently improves Dynamics 365 for Finance and Operations to address various business  scenarios. Here’s a quick summary of the Project Types available in D365FO: Time and Material Fixed-Price Investment Cost Project Internal This blog…

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Managing Sales Order Holds in Dynamics 365 – Part 2

order hold active form dynamics 365

In part 1 of this blog series, we discussed two business scenarios our customers often encounter.  One was a manufacturing company that produces plastic parts for the automotive industry who receives 100 sales orders per day via email, EDI, and phone.  The other was an online reseller of household products gets most of its 500…

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Managing Sales Order Holds in Dynamics 365 – Part 1

Today’s blog goes over how to use the Sales Order Hold function in Dynamics 365 for Finance and Operations. Let’s consider two very typical business scenarios our customers often encounter: 1. A manufacturing company producing plastic products for automotive industry receives 100 sales order per day.  Customer Service Department enters the orders as the documentation…

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Managing Consolidated Batch Orders in Process Manufacturing in Dynamics 365

In Process Manufacturing based industries, it is common to encounter multiple use cases that involve production of an intermediate bulk item or items that are later packed into multiple packages depending on the product offerings of the distribution chain. This is typically known as containerized packaging and usually requires a fine tuned and well-planned production…

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Using Predictive Analytics to Forecast Sales in Manufacturing

Dynamics 365 AI

In Manufacturing, many years have been devoted to watching and managing margins and the bottom line. This normally meant looking at ways to cut costs, people, and unnecessary processes or to improve operational efficiency. It’s the reason that KPIs like Overall Equipment Effectiveness (OEE) have been an integral metric used with continuous operational improvement in…

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Managing Customer Buyback with Working Loss in Dynamics 365/AX

buyback working loss group

Today we will dive into a specific use case we often encounter in the world of Plastics manufacturing.  Microsoft Dynamics ERP (whether it is Dynamics 365 for Finance and Operations or prior Dynamics AX versions) handles this business practice relatively well yet there are some gaps in the functionality which have been filled by the…

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Product Configurator Tales With Dynamics 365/AX – Decimal Attribute Types

decimal attributes constraints dynamics ax

Configuring Microsoft Dynamics 365 for Finance and Operations for custom products manufacturers often leads implementers to the native Product Configurator option. Out of the box module introduced during the Dynamics AX 2012 days is a good fit for many industries, however on occasion we encounter certain limitations. While working recently with Product Configurator for a…

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Dynamics 365 – “What Ifs” in The Product Configuration Model

hidden attributes

Configuration-based Product Configuration Model in Dynamics 365 for Finance and Operations allows to pre-define products with a set of rules and restrictions. The attributes of a product are pre-determined in a model and relations between the attributes are set. Let’s consider a Product Configurator example for a manufacturer of custom Plastics products – a topic…

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Exploring Dynamic 365 For Plastics Manufacturers: Who Moved My Inventory?

Manage inventory tab dynamics 365

Anybody familiar with the plastics industry knows, inventory is a moving target both literally and figuratively. Silos, feed tubes, gaylords, and blenders are used to move inventory throughout the production facility and feed the lines that make products. In some cases, production lines may have a closed loop system where trim and scrap pieces can…

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