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.

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 …

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 …

Friday, July 19, 2019

How to Delete Positions in D365 Finance & Operations

Have you ever wanted to delete positions in D365 F&O Human Resources module, even though a worker has already been assigned to it? One reason to delete such assigned positions is because they were improperly loaded or numbered, and you want to start fresh. This tutorial shows you how to delete unwanted positions – even …

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 …

Tuesday, September 4, 2018

Electronic Reporting in Dynamics 365 for Finance and Operations

Dynamics 365 for Finance and Operations offers a robust and configurable Electronic Reporting (ER) tool, putting the power in the hands of the business user.  The tool can be used to configure formats for both incoming and outgoing electronic documents, and to give you a head start, Microsoft provides a repository of formats that can …