Dynamics 365 for Finance and Operations

Business systems on a roll: creating a hub-and-spoke environment to support organizational change

Hub-and-spoke architectures are a proven solution for combining the ERP and business management systems of several companies into one streamlined entity. When construction companies…

Engineering Revision in D365FO: Doing it the Right Way

Design engineering requires strict change control. The design of anything, from the simplest piece of metal to a major assembly with many mechanical and…

Consolidations in Microsoft Dynamics 365 for Finance and Operations: Part 2

In a previous post I reviewed the flexibility in the various consolidation functionalities offered by Dynamics 365 for Finance and Operations (“D365FO”). The focus…

Consolidations in Microsoft Dynamics 365 for Finance and Operations: Part 1

There is no shortage of options for ERP systems these days. But when it comes to large enterprises, the list of viable options shrinks…

Revenue Recognition – An example of an automated approach in D365 for Finance and Operations: Part 2

The previous blog defined the setup steps needed for an easy and automated revenue deferral and automated periodic recognition of revenue in Dynamics 365…

Revenue Recognition – An automated approach in D365 for Finance and Operations: Part 1 Setup

The Revenue Recognition feature in Dynamics 365 for Finance and Operations (D365FO) is available for all sales orders, including T&M project generated sales orders….

Adding Credit Holds and Order Holds to Sales Orders – Increasing Efficiently with Customer Credit Checks

What happens to a customer when they create a Sales Order, but their credit limit is exceeded? Currently, functionality in Microsoft Dynamics 365 for…

D365FO Item Creation Workflow – Confirm the creation of new Items

In some situations, within Microsoft Dynamics 365 for Finance and Operations (D365FO), items are created and used for purchasing and sales before anyone has…

Using Bundles to Implement Sales Order Kitting in Dynamics Finance and Operations

Sales order kitting in Microsoft Dynamics 365 for Finance and Operations (D365FO) or “kitting on the fly” has required some sort of workaround regarding…

Using Posting Profiles in D365 Finance and Operations – Benefits Beyond Debits and Credits

One of the main requirements for any ERP system is to provide control over postings from source subledger transactions to the General Ledger. Reconciling…

Discontinuation of Microsoft Hosted Tier 1 D365FO Environments

On Thursday, Microsoft explained to all Dynamics 365 for Finance and Operations (D365FO) customers that they will discontinue Microsoft hosted tier 1 environments and…

Using Shipment Consolidation Policies for Warehouse Management in D365

In this article, we will review where and how to configure shipment consolidation polices, useful tips, and close with a sample policy overview for…

Table Browser Extension for D365: Part 3 Create Table Browser Extension

This is the third in a three-part series discussing Microsoft Dynamics 365 Finance and Operations (D365FO) in the context of the browser. In part…

Table Browser Extension for D365: Part 2 Convert Bookmarklet to Browser Extension

In part one of this series, we talked about how Microsoft Dynamics 365 Finance and Operations (D365FO) can leverage the browser and web-based technologies to…

D365 Production Material Picking Improved for Regular Warehousing

Regular warehousing functionality is not going away in Microsoft Dynamics 365 for Finance and Operations. There are plenty of manufacturing companies that do not…

Containerization in Dynamics 365

Containerization is a rather broad topic in Microsoft Dynamics 365 for Finance and Operations (D365FO”) and there are several ways to accomplish the process….

D365FO Quality Management for Warehouse Processes

Version information: The quality management feature we demonstrate here was added to Microsoft Dynamics 365 Finance and Operations (D365FO) March 2020 and enabled on…

Cumulating Royalty Claims in D365FO

Software Version Used Installed product version: 10.0.11 (10.0.464.20020) Installed platform version: Update 35 (7.0.5644.41461) Introduction The royalty functionality in Dynamics 365 for Finance and…

Royalties: Calculating and Recalculating Royalty Amounts in D365FO

Software Version Used Installed product version: 10.0.10 (10.0.420.10041) Installed platform version: Update 34 (7.0.5600.35546) Introduction The royalty functionality in Dynamics 365 for Finance and…

Master Planning Safety Margins: How They Work and How to Use Them

Software version used: Content is valid for all older versions The safety margin or safety time in Dynamics 365 for Finance and Operations changes…