Author: Jarrod Kraemer

The 2021 release wave plan for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. This month’s release contains the following exciting new features in Dynamics 365 for Finance & Operations for these apps: Finance, Supply Chain Management, Guides, and Project Operations.  Dynamics 365 Finance drives automation and predictive analytics capabilities.  New Feature: Prevent posting depreciation to the same period twice Business Value: lets you prevent depreciation from being...

Assets are vital for any supply chain management space, whether it is fixed assets like buildings and machinery or moving assets like shipping vehicles and containers. This is because assets make up a major component of your enterprise's circulatory system. A malfunction or failure of your assets can impact your supply chain in a way that results in decreased productivity or even a shutdown. Microsoft Dynamics 365 for Supply Chain...

This topic describes how D365 enables workers to use their mobile devices to group picking work into clusters so that they can pick items from a single location for multiple work orders at the same time. This is called cluster picking. After work orders are released to the warehouse, the worker can use a mobile device to assign the orders to a cluster. The cluster will organize the picking work...

You can use the financial dimensions page to create financial dimensions that you can use as account segments for charts of accounts. There are two types of financial dimensions in D365: custom dimensions and entity-backed dimensions. Custom dimensions are shared across legal entities, and the values are entered and maintained by users. For entity-backed dimensions, the values are defined somewhere else in the system, such as in Customers or Stores entities....

Today, we find ourselves in the midst of a sea change—both figurative and literal, as the accumulated impact of human activity causes global sea levels to rise—that has leaders in government and business reevaluating the role of the corporation in society and questioning the idea that profits are the only good that companies should strive to attain. In the context of transportation, many leaders are investing in new ways to...

As undesirable as it may be, it is common for a company to have a need to write off a bad account receivable after the specific account is found to be uncollectible from a customer. Why do businesses decide to write off bad debt? Writing off bad debt serves the purpose of improving the company's accuracy in accounting; it does not remove the customer's obligation to pay. It brings visibility...

Today, we’re in the midst of a Fourth Industrial Revolution, driven by intelligent automation. The significance of this revolution is not only about increasing productivity and decreasing costs in manufacturing; it’s in how it’s changing the way we work, communicate, and interact with the world on a global scale. In the past, the management of industrial technology in manufacturing has been divided between IT and operational technology (OT). But in...

When setting up your collections module in your Dynamics 365 Finance environment, it is important to ensure that your collections team has access to work with their assigned customers. In this topic, we will explain how to review collections information as well as various setup options and collections transactions. This way, the Collections team does not get overwhelmed with information and can efficiently filter to their specifically assigned customers. Collections...

As customer expectations rise, manufacturing leaders are turning to technology to help them deliver better, more consistent experiences. Across the board, technology is helping manufacturers become smarter, leaner, and more responsive to customers’ needs, ushering in a bright new era of manufacturing. Servitization-centered manufacturing is becoming the new mantra for many manufacturers. In the B2C sector, this means not just keeping track of data such as who the end consumer...

In today's highly technological world, most automotive organizations are experiencing unprecedented challenges and making new plans. In such times, organizations must remember to address changes in accounting regulations as well. Dynamics 365 for Finance & SCM helps businesses reduce risk, and to automate and modernize global financial operations. Asset leasing in D365 Finance is an advanced capability for managing, tracking, and automating financial transactions for leased assets in Microsoft Dynamics...