Dynamics 365 Finance Archives - Microsoft Dynamics 365 Blog

Dynamics 365 – Vendor Demographics

Microsoft Dynamics 365 — Fri, 21 Jun 2024 14:00:04 +0000

Today’s post focuses on tracking and reporting Vendor Demographics in Dynamics 365 Finance and Dynamics 365 Supply Chain. This functionality typically becomes more relevant for Dynamics deployments dealing with a lot of customers engaged in government, military or enterprise level contracts. Many such contracts require tracking of vendors based on their demographics. A number of…

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Dynamics 365 for Finance & Supply Chain – Punch Clocks for Projects

Microsoft Dynamics 365 — Thu, 30 May 2024 18:39:00 +0000

In Dynamics 365, The Time and Attendance solution is known for being used in general attendance tracking, in conjunction with manufacturing implementations, in order to record worker jobs and clock in/outs. However, its availability with Projects within D365 is often overlooked. This post focuses on how this functionality can be utilized for project worker’s clock…

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Dynamics 365 – Fund Accounting Tips and Tricks

Microsoft Dynamics 365 — Fri, 28 Jan 2022 20:38:50 +0000

Fund accounting can feel like a daunting task at first thought. The Microsoft Dynamics approach takes the complexity out of the equation. Follow these easy steps and be on the way to Fund accounting in a jiffy! At a high level, think about fund accounting as financial statements by financial dimension. Of course, this is…

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Dynamics 365 Resolutions for the New Year

Microsoft Dynamics 365 — Thu, 06 Jan 2022 16:58:00 +0000

“May auld acquaintance be forgot, and never brought to mind…” 2022 is here! In the past year, the world has learned to adapt and move forward with an ever-present and ever-evolving “new normal”. As another January is in full swing, we all turn our attention once again toward what lies ahead personally and in our…

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Dynamics 365 – How To Prevent Updates To Fully Invoiced Sales and Purchase Orders

Microsoft Dynamics 365 — Fri, 10 Dec 2021 17:53:57 +0000

Did you ever have one of those days when everything seems to go wrong? Perhaps, you got in a hurry for a rushed order update and tried to add a line to the incorrect purchase order? Did a colleague accidently remove a line from a fully invoiced sales order (and live to tell you about…

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Business Events in Dynamics 365 Finance and Supply Chain – How To

Microsoft Dynamics 365 — Thu, 04 Nov 2021 17:44:46 +0000

It is time to shine some light on a lesser known tool in D365, the Business Event. The Business event has been around since early 2019 but somehow has managed to fly under the radar. It can be a very valuable tool in connecting D365 with a variety of external systems and resources. We are…

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Dynamics 365 Tax Calculation

Microsoft Dynamics 365 — Tue, 02 Nov 2021 19:02:55 +0000

“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” — Benjamin Franklin Taxes aren’t an exciting topic for most people, but an important topic for businesses to stay on top of nonetheless (unless you enjoy IRS visits).…

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Dynamics 365 Segregation of Duties 101

Microsoft Dynamics 365 — Wed, 06 Oct 2021 19:29:09 +0000

How does your business control the segregation of duties? Do your auditors examine the system and notice a multitude of users having access to more functions than they probably should? Has ownership been pestering you about Johnny in accounting with ability to create new vendors, then enter and approve vendor invoices as well as make…

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Dynamics AX to Dynamics 365: Upgrade Preparation

Microsoft Dynamics 365 — Wed, 07 Jul 2021 09:20:00 +0000

It’s July. There’s a good chance it’s hot, depending where you’re located while reading this. You know what else is hot right now? Making the move from Dynamics AX to Dynamics 365. To be sure, it is an important step in your ERP journey and your organization certainly wants to do it the right way.…

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