Friday, September 13, 2019
Dynamics 365 Customer Engagement Apps – 2019 Release Wave 2
With the latest Dynamics 365 update release, there are numerous significant improvements and changes. Some of the top-utilized components will be available with the Dynamics 365 Customer Service Engagement Apps. Most of these improvements affect the day-to-day operations of the users and they are designed to either decrease the number of clicks, enable more information …
Thursday, September 5, 2019
Reveal Data Faster with Personalized Workspaces in D365 F&O
Workspaces are a relatively new feature in D365 F&O. The first landing page at launch is the Dashboard, which shows default workspaces you (by security rights) can access. But did you know you can create your own personalized workspaces in D365 as well? This blog will help you maximize the benefits of personalized workspaces by …
Thursday, August 29, 2019
Robust and Flexible Bundles Functionality in D365
Companies selling bundled products might require the ability to have a single sales order for the bundled product, while its multiple components are transacted and sometimes shipped separately. For instance, a multi-element sales order for a system could contain the system itself and added services such as training and warranty for the system. In such …
Wednesday, August 21, 2019
Quarter-to-Date Financial Reporting in D365 F&O
Publicly traded companies (and some other companies) are required to report their financial operations quarterly. They often need to have a single column with quarter-to-date (QTD) results. This guide will walk you through managing your QTD financial reporting in D365. In D365 F&O, and in previous versions of Dynamics AX and Dynamics GP, the solution …
Tuesday, August 13, 2019
Shared Vendor and Customer Number Sequences: Copying Between Companies
One feature we have recently implemented for several of our D365 multi-entity clients is the use of shared vendor number sequences. These can be set up for customers or vendors. For this article I will reference vendor numbers, but the same concepts apply to customer numbers as well. A shared vendor number sequence enables: A …
Wednesday, August 7, 2019
Armanino Achieves Microsoft Inner Circle & Wins Eagle Award
As a long-standing Microsoft partner, Armanino is excited to have achieved the prestigious Inner Circle for Microsoft Business Applications for the sixth consecutive year. The achievement ranks Armanino in the top echelon of Microsoft’s Business Applications global partner network and highlights our high standard of excellence. Cecilia Flombaum, Microsoft Business Applications Lead, commented “Our Inner …