Author: Maya VanderWoude

Part of identifying any EDI solution is identifying your options. Will you take it upon yourself to set up your own hardware and software to communicate and route EDI transactions with your trading partners or will you outsource it to someone else with the means and resources already available? Most businesses today are moving to cloud-based solutions via various top EDI service providers in the industry. The benefits are the...

In the industrial sector, where operational efficiency and cost management are paramount, automating accounts payable (AP) processes in Microsoft Dynamics 365 Finance can be a game-changer. Finance teams are increasingly tasked with not only managing traditional financial processes but also contributing to strategic decision-making and cost-saving initiatives. By integrating automation into accounts payable, industrial businesses can free up valuable resources, reduce errors, and enhance vendor relationships, all while maintaining compliance...

In the consumer product industry, maintaining a streamlined and efficient customer return process is crucial to enhancing customer satisfaction and operational efficiency. Microsoft Dynamics 365 Supply Chain Management (SCM) offers advanced features that transform the traditional return process, enabling businesses to handle returns with greater agility and precision. This blog explores how Dynamics 365 SCM can be utilized to optimize customer return processes, ensuring a seamless experience for both customers...

In Dynamics 365 Supply Chain Management (Dynamics 365 SCM), product bundles allow you to group multiple items together for sales purposes. These bundles function as a sales kit and can be used to conveniently group common items on a sales line. If you’re running Supply Chain Management version 10.0.36 or later, here’s how you can set them up: 1. Enable the Bundle Feature: Go to System administration > Workspaces >...

Copilot summaries have revolutionized how users interact with data in Microsoft Dynamics 365 Supply Chain Management (D365) by providing quick, customized overviews tailored to their job functions. Many forms allow users to see a snapshot of information relevant to the record, making decision making just a bit easier. Here’s what you need to know: 1. Sales Order Summaries The Sales order details page now includes a “Summary by Copilot” FastTab...

Are you currently implementing or live on Microsoft Dynamics 365 (D365) and new to EDI? Perhaps you don’t know where to start? Or are you currently processing EDI in D365 and need to scale your solution to meet the demands of your business? Let us help guide you to your next step. In this blog we will cover topics to help you think about your business case, organizational structure, future...

In the highly regulated and cost-intensive world of medical device manufacturing, accurate financial reporting is crucial for maintaining compliance, optimizing resource allocation, and ensuring financial stability. Microsoft Dynamics 365 Finance offers robust tools for generating financial reports tailored to the specific needs of the medical device industry. This blog provides an overview of how to generate these reports and best practices for maximizing their effectiveness. The Importance of Financial Reporting...

In the automotive industry, maintaining a healthy cash flow is critical to sustaining operations and fostering growth. Predicting customer payment behaviors can significantly impact financial planning and decision-making. Microsoft Dynamics 365 Finance offers a robust Customer Payment Predictions feature that leverages AI to forecast payment trends and enhance financial efficiency. This blog explores the importance of customer payment predictions for automotive businesses and provides a guide on how to use...

In the fast-paced world of consumer products, efficient supply chain management is essential to meet fluctuating consumer demand and maintain competitive advantage. Microsoft Dynamics 365 Supply Chain Management offers Demand Driven Material Requirements Planning (DDMRP) to help consumer products companies streamline operations, improve inventory management, and enhance overall productivity. This blog highlights how DDMRP can be leveraged within Dynamics 365 to optimize supply chain processes especially for the consumer products...

Staying updated on new changes in Microsoft Dynamics 365 Finance and Supply Chain Management is crucial for optimizing your financial and operational processes. With the upcoming 2024 release wave 2, businesses have the opportunity to access new features and enhancements early, starting on July 29, 2024. These updates are designed to streamline operations, enhance productivity, and keep your business at the forefront of your industry. Here’s an overview of the...