Dealing with the Loss of the One Voucher Functionality in D365 for Finance and Operations

Posted on: March 15, 2019 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

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,...


Self-Service Database Exporting from LCS for D365 for Finance and Operations

Posted on: March 4, 2019 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

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...


Elevate Your Financial Performance with Dynamics 365 for Finance and Operations

Posted on: February 21, 2019 | By: Sarah Hoagland | Microsoft Dynamics AX/365

Microsoft Dynamics 365 for Finance and Operations can help you increase your financial performance and boost your ROI. Within the Dynamics 365 software, your organization has extensive security in the Microsoft cloud. Your organization also has access to real time data that can be synced through Outlook and other Microsoft applications and software. Read on for more information about how Microsoft Dynamics 365 for Finance and Operations can elevate your...


Conditional Decisions in Workflow for Dynamics 365 for Finance and Operations

Posted on: February 18, 2019 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

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...


Copying Financial Dimensions to Records in Dynamics 365 for Finance and Operations

Posted on: February 17, 2019 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

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...


MRP – Explosion/Multi-level Pegging Review for Sales in D365 for Finance and Operations

Posted on: January 31, 2019 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Dave Occhionero In many make to order scenarios the concept of pegging in MRP is crucial when determining why the master/dynamic plan is suggesting a planned supply.  Many planners will look at the pegging from the Net requirements screen.  This screen will show direct pegging, but there are times when customer service/sales would want to see upstream and downstream pegging on order orders.  This occurs frequently when planning...


Vendor and Customer Field Approval Workflow in Dynamics 365 for Finance and Operations

Posted on: January 17, 2019 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Chris Rusing Many of the workflows in D365 for Finance and Operations (and in previous versions of AX) were only available for guiding transactions and business processes in the system.  However, in one of the latest updates to D365, MS has introduced the concept of workflows for approving changes to fields in the vendor and/or customer record.  This is a powerful tool to make sure that vendor fields...


Vendor Consignment in Dynamics 365 for Finance and Operations

Posted on: January 17, 2019 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Rosey McAdams A great new feature rolled out with Dynamics 365 for Finance and Operations is the vendor consignment functionality.  In prior versions of Dynamics AX handling vendor consignment was not supported without some clunky work arounds or customization.  With that said, if your company does have vendor consigned inventory it wouldn’t be a bad idea to upgrade to Dynamics 365 soon.  For those of you who are...


Looking to Improve Productivity? Implement D365 for Finance and Operations

Posted on: January 15, 2019 | By: Sarah Hoagland | Microsoft Dynamics AX/365

One goal that every organization strives to achieve is to make effective and smart business decisions in a timely manner. Within Microsoft Dynamics 365 for Finance and Operations, there are many features that can improve your performance. With real-time data and customized workspaces, your organization will excel after implementing Microsoft Dynamics 365 for Finance and Operations. Read on to find out how you can improve your productivity. Personalized Workspaces With...


Case Management in D365 for Finance and Operations Part 2: Cases in Action

Posted on: December 13, 2018 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Kevin Gallagher Overview Now that we have the initial Case Management setup complete, we can open our first case! If you want a refresher on case setup, feel free to take a look at Part 1 of my blog. Business Scenario The case process we setup in part 1 was designed around a customer return scenario that could be applicable across many industries. In our specific scenario, a...