Microsoft Dynamics Blog

Welcome to Armanino’s Microsoft Dynamics Blog, where you’ll find information on topics across Microsoft Dynamics 365 ERP and CRM, Dynamics GP, Power BI, PowerApps, Flow and more. Use these tips, tricks and insights to get the most out of your applications! Want these articles delivered straight to your inbox? Subscribe to our newsletter below.

Wednesday, April 29, 2020

Microsoft Business Applications Summit Goes Virtual for 2020

So many aspects of business have adjusted with the current environment. In some cases, that means postponements and cancellations, but thankfully, in many case, it means a transition to virtual instead. That’s the case with the upcoming Microsoft Business Applications Summit. Usually, an in-person conference, the Microsoft team has transitioned this year’s Business Applications Summit …

Monday, April 13, 2020

How to Configure and Navigate the D365 Financial Period Close Workspace

With everyone working remotely due to COVID-19, it can be difficult to monitor progress without the usual in-person collaboration and communication. This can be especially challenging for finance and accounting organizations who are approaching month-end and quarter-end close cycles without a team that can connect in person. Within standard Dynamics 365 for Finance and Operations …

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 …

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