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 …
Friday, January 18, 2019
D365 F&O Errors: What Does the “Allow Multiple Transactions Within One Voucher” Parameter Really Mean?
I wanted to share a discovery from a recent issue I had with failures to post fixed asset transactions that trigger automatic depreciation adjustments. It can apply to several other transaction types in other modules, as well. Since the 2018 Spring Release, you may have noticed a new error message when setting up a D365 …
Friday, January 11, 2019
Billing Schedules in D365 F&O Spring Release 2019
As many of you may already know, Armanino’s Revenue Recognition module will become part of the standard Microsoft D365 Finance and Operations code in the 2019 Spring Release. In addition, the release will also include the Armanino Billing Schedules module. We’re excited about it and wanted to share a high-level overview of this module: Summary …
Thursday, November 29, 2018
Dynamics 365 PSA vs Projects Module: Maybe You Don’t Have to Decide
Last year, I wrote a blog comparing Project Service Automation (a newer offering in the Customer Engagement suite) to the Projects module in Dynamics 365 Finance & Operations. Since then, Microsoft has worked to integrate the two similar offerings. Below is the vision Microsoft shares of how they see these two areas interacting: The integration …
Tuesday, November 27, 2018
Test Automation Using the Regression Suite Automation Tool
Now that Microsoft is going ‘evergreen’ with continuous application and platform updates, test automation has become more critical to help ensure that your Dynamics 365 for Finance and Operations functionality continues to operate as expected. This is particularly important for clients in FDA-regulated industries, due to software validation requirements. To facilitate the automated testing process, …
Sunday, November 25, 2018
Customer Workflows in Dynamics 365 for Finance and Operations
Customer workflows are now available in Dynamics 365 for Finance and Operations when making changes to specific fields. Starting in version 8.0.4, you can make changes to a customer record and submit them for approval before committing the change. With this functionality, changes can be controlled to ensure proper setup and configuration for all records. …