10 updates to look for in the new Dynamics 365 release
As you might have seen or heard, the new Microsoft release rolled out a few days ago. The company updated Dynamics 365, and whether you’re already a user or simply curious, these are the features in Finance and Operations and Business Central I think you should look out for. Keep reading to find what will […]
How to create a Customer Journey in Dynamics 365 for Marketing
Microsoft Dynamics 365 for Marketing has amazing capabilities that allows you to build from scratch a complete customer journey utilizing a simple drag-and-drop interface. Marketing campaigns are one of the core activities needed to gather prospects and convert them into customers. The most popular practice to bring awareness of a brand or a newly released […]
GP (Great Plains) is dead, long live BC (Business Central)!
Well, not exactly. GP will have a very long life as it is still one of the most popular Enterprise Resource Planner’s (ERP) in the US with a large install base, however, the writing is on the wall. Microsoft stated in their October 2018 release notes that: “This is a convergence point for Dynamics SMB […]
Tips on how to create country-specific customizations in Dynamics 365 Finance and Operations: Part 1
D365 F&O requires a different approach to customizations than what we were normally accustomed to in AX. One of the most important changes is that we are no longer able to overlayer our code, we now need to create extensions that will work with Microsoft’s upgrade cadence. Lucky for us there exists an extremely useful […]
How to set up Advanced Bank Reconciliation Process
The advanced bank reconciliation process in Microsoft Dynamics 365 Finance and Operations is an easy feature that allows us to import electronic banks statements and make an automatic reconciliation with bank transactions. To access this feature, we need to setup a service, an advanced integration framework inbound port, and link it to a bank format […]
How to set up fixed assets to register transactions in posting layers
In the business landscape fixed assets management tends to be a complex task, particularly in countries that are converging towards international financial information standards as well as companies that need to report different values in their accounting because they are established in countries with different financial or accounting standards. That is why I am often […]
What is Microsoft Dynamics 365?
Introducing Microsoft Dynamics 365 Bringing together people, data and processes to create value is key to maintaining a competitive advantage in a digital-first world, this is Digital Transformation. In order to thrive in their particular industries, companies require a robust ERP to digitally transform their business and Microsoft Dynamics 365 is a true leader in […]
How to schedule resources in Microsoft Dynamics 365 for Project Service Automation
In the business landscape projects rarely follow a set, well-organized path. Nevertheless, every project at a minimum requires the project managers to define time, resources and a set of tasks to effectively achieve an objective. These factors must be expertly managed to deliver great results. The process of assigning tasks is fundamental to efficiently utilize […]
Microsoft Dynamics 365: Cloud vs On-Premise
Microsoft Dynamics 365 for Finance and Operations delivers capabilities and features to help business enhance their processes and operations. Since this business solution is offered through three (3) different deployment possibilities, Cloud, On-Premise & Hybrid (we will look into the Hybrid approach on our next blog), one of the most common questions for business leaders […]
How to create a chart of account rules management in Microsoft Dynamics 365 Finance and Operations
Tracking and managing financial information is critical for any organization. For this purpose, Microsoft Dynamics 365 Finance and Operations has the capability to create a chart of accounts: a collection of accounts to define the financial structure. The chart of accounts is a structured list of a legal entity’s general ledger account. We select different categories […]