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, 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 …

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 …

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