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. …
Wednesday, October 31, 2018
What to Know About Upgrading to D365: Analyze Customizations Carefully
Companies planning to migrate from Dynamics AX 2012 to Dynamics 365 need to carefully evaluate their customized features, because recent technical mandates by Microsoft have fundamentally changed how those customizations are developed. Overlays, the now-outdated way to implement customer-specific functionality under Dynamics AX, involved adding customized programming within Microsoft’s code. Using overlays is no longer …
Wednesday, October 31, 2018
How to Use ERP Regression Testing to Prevent Downstream Disaster
Changes—even small ones—in your Microsoft Dynamics ERP can have major downstream impacts, because your systems are integrated. Bringing all your business functions under one umbrella can do wonders for efficiency, but the flip side is that multiple departments could be affected by a minor alteration in your ERP solution. That’s why you need to be …
Wednesday, October 31, 2018
Big Improvements to Personalization Using “Saved Views” in D365 F&O
One of my favorite sessions at a recent conference was on usability and productivity improvements for Dynamics 365 for Finance and Operations. I was particularly interested in hearing about the new “Saved Views” functionality, because it fixes some challenges for users. One of my jobs is to demonstrate Dynamics 365, and I love to show …
Monday, October 22, 2018
How to Use Fun PowerApps Features for Mobile Devices
You’ve probably heard about PowerApps, Microsoft’s entry in the low-code/no-code development space. PowerApps enables “citizen developers” to create functional multi-platform, data-driven applications without writing any code. There are even more benefits for tech-savvy developers who want to take advantage of special mobile device features that are available on their phones and tablets. For example, did …