Author: Jarrod Kraemer

Authored by: Chris Rusing In today’s world, you can do almost everything on your phone through mobile applications.  Whether it’s paying bills or ordering a car to give you a ride, the power to do any of these tasks is at your fingertips.  Now, that same power and functionality is available for your Microsoft ERP system.  The Dynamics 365 for Unified Operations is a mobile application (available on both iPhone...

Authored by: Chris Rusing Financial dimensions have always been a staple of the Microsoft Dynamics 365 for Finance and Operations for many years and in prior versions of what was formerly simply known as AX.  The ability to add as many dimensions as you want, use dimension values from records created in the system, and build powerful account structures are a few of the reasons why the functionality is so...

One major factor in a manufacturer’s success is the dependability of their suppliers.  Are your raw materials being delivered on time? Are you receiving the actual quantity that you ordered?  In many cases, not knowing the answers to these questions can become a detriment to your manufacturing business.  When it comes to the performance of your suppliers, ignorance is NOT bliss.  Tools that allow you to compile data and statistics...

Forecasting demand is a significant business challenge and can be highly disruptive when done incorrectly or inadequately.  The inability to predict an influx of sales orders and other dependent demand will likely lead to the detriment of production planning.   From there, production planning problems can permeate into other areas of the business, potentially leading to capacity and production line scheduling issues, among others.  Although accurate demand forecasting may be a...

Authored by: Dave Occhionero Inventory revaluation is a process in AX/D365 that is commonly misunderstood.  There are many scenarios and processes within D365 that impact the results of what the inventory revaluation calculates and displays.  In this blog post, I wanted to document a scenario that is focused on a very specific costing scenario, with the hope that some of the fundamentals outlined below can apply to your costing setup....

Authored by: Kevin Gallagher Overview Processing customer return orders in D365 is a bit of a cumbersome process, but by the end of this blog, you should be able to wrap your head around the basic return process. To fully process a return order, there are two separate orders that need to be handled in the system. The first is the return order (also called an RMA), which is an...

Authored by: Rosey McAdams As many of you may or may not have heard Microsoft will soon be discontinuing a functionality called One Voucher.  This functionality that was available without restriction in prior versions of Microsoft Dynamics 365 and AX has, as of the March 2019 release, been turned into a General Ledger parameter that is turned off by default.  While using the one voucher functionality is discouraged by Microsoft,...

Authored by: Craig Leska - Sr. Technical Consultant If you back up your Tier2 UAT database frequently, you probably used the command line interface to do it. Example: “SqlPackage.exe /a:export /…other arguments” -you would be happy to know the LCS team rolled out a self-service option. You can now request this through LCS under the environment details Maintain section. Select Move database and then Export database. Acknowledge the terms and...

Authored by: Joncarl Luckett The old-school, hard copy approval system is on its way out. Having your employees running back-and-forth to get approval for various Purchase Orders, Sales Orders, or Invoices creates a lot of churn and inefficiencies, especially during busy season. To combat this lack of efficiency, D365 for Finance and Operations has superb functionality that brings an easy-to-use approval workflow that will immediately improve your company’s efficiency. One...

Authored by: Chris Rusing In one of the most recent updates to D365, MS have implemented a fantastic new feature that end users need to know about.  It’s a very simple functionality, but the dividends of using it properly could be huge for your company.  Financial dimensions are quite powerful already in that the financial dimension values can be derived from actual records in the system.  For example, if you...