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.

Tuesday, June 11, 2019

Like People, Change is a Must to Maximize D365 Performance

As we go about our “daily grind,” we are always looking to do our jobs and perform our activities in more efficient, more productive ways. We try to improve our experiences, support colleagues and change behavior—in ourselves and others—to excel at what we do. Whether it’s reading an empowering book, being mentored, or team building …

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

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 …

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. …

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