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 …
Thursday, August 29, 2019
Robust and Flexible Bundles Functionality in D365
Companies selling bundled products might require the ability to have a single sales order for the bundled product, while its multiple components are transacted and sometimes shipped separately. For instance, a multi-element sales order for a system could contain the system itself and added services such as training and warranty for the system. In such …
Wednesday, August 21, 2019
Quarter-to-Date Financial Reporting in D365 F&O
Publicly traded companies (and some other companies) are required to report their financial operations quarterly. They often need to have a single column with quarter-to-date (QTD) results. This guide will walk you through managing your QTD financial reporting in D365. In D365 F&O, and in previous versions of Dynamics AX and Dynamics GP, the solution …
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 26, 2019
What Happens During D365 F&O Master Scheduling?
Have you ever wondered why Dynamics 365 for Finance and Operations (D365 F&O) creates a planned order with an action message that tells you to cancel the same planned order? Or why is a planned transfer of Product Y auto-firmed to fulfill a demand in Warehouse B, while a planned transfer of the same product …
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 …