Tuesday, June 11, 2019
Like People, Change is a Must to Maximize D365 Performance
As we go about our “daily grind,” we are always looking to do our jobs and perform our activities in more efficient, more productive ways. We try to improve our experiences, support colleagues and change behavior—in ourselves and others—to excel at what we do. Whether it’s reading an empowering book, being mentored, or team building …
Wednesday, May 29, 2019
Microsoft Focuses on D365 to Help Customers Achieve Digital Transformation
We were fortunate to have speaker Mike Ehrenberg, Technical Fellow at Microsoft, at our recent Digital Transformation event. He shared a wide range of insights about the vital and increasingly robust role Dynamics 365 plays in customers’ digital transformation and in Microsoft’s own business model. Ehrenberg said that more and more customers are asking Microsoft: …
Wednesday, May 22, 2019
How ERP Managed Services Can Improve D365 Efficiency
As companies strive to improve the efficiency and cost-effectiveness of their ERP systems, a growing number are shifting to managed services support agreements to help them avoid the complexity of application maintenance and upgrades. Unlike a traditional fee-for-service plan in which every ticket triggers fees, a managed services agreement creates a support-as-a-service framework that enhances …
Thursday, May 2, 2019
Enabling External Vendors in D365 F&O
Often during a Microsoft Dynamics 365 for Finance & Operations (D365 F&O) implementation, your procurement team has compelling reasons to give limited access to vendors. The good news is that this function is built in the software and works well. But there is some setup and configuration that’s needed. This blog covers the concepts behind …
Tuesday, April 30, 2019
Cross-Company Data Sharing Is Key for Multi-Entity Organizations
Dynamics 365 for Finance and Operations (D365 F&O) is designed to be flexible. It allows different legal entities to have different rules and setups to support their often unique business processes. Each company may have its own set of lists of values, and default table values can be maintained and updated separately. Many companies, however, …
Friday, April 26, 2019
Use Summary Updates in D365 to Combine Multiple Packing Slips in a Single Invoice
Often a customer will need a single invoice even though there’s been separate deliveries with multiple packing slips. The Dynamics 365 Summary Update function in D365 for Finance & Operations. lets you merge those separate packing slips and give the customer a single invoice to pass along to their customer. One way to do this …
Wednesday, April 24, 2019
Should you enable Include Physical Value for Inventory in Dynamics 365?
In Dynamics 365 for Finance & Operations (D365 F&O), in the Cost Price section of Item Model Groups, there’s a checkbox to Include physical value. Selecting it can have a significant impact on cost of goods sold (COGS) and margins. I myself have seen Include physical value produce unexpected adjustments to COGS when inventory was …
Tuesday, April 9, 2019
What’s in the Dynamics 365 Customer Engagement Update for April
Sticking to the bi-annual release cycle for Dynamics 365, Microsoft is getting ready to release its latest functionality update next month in the Dynamics 365 Customer Engagement update for April. (Full details for the release can be found here on Microsoft’s release notes site.) Here are some of the changes that I’m most excited about …
Friday, March 15, 2019
The Art of Gathering Requirements for D365
There are many tools and techniques for gathering business, functional and technical requirements. How they’re gathered is an artform that varies from professional to professional. The majority of the time your participants influence the tools and approaches you use. The art of gathering requirements is commonly known as discovery. The goals of discovery include: …
Friday, March 15, 2019
Extend the Power of Your Planning Application
Planning applications, like Adaptive Insights, are central to generating a budget or forecast. General ledger systems are also critical as the source of actual financial results. These actuals are typically integrated into the planning system. The budget or forecast is then compared to the actuals within the planning application itself. The analysis of the actuals …