Category: Microsoft Dynamics AX/365

N13 / From Warehouse to Work Cell The D365 handoff that holds up production, and how to find it before adding more inventory or more software. By Logan Consulting  |  November 4, 2026  |  5-minute read The gap between "in the warehouse" and "ready at the operation." AI-generated conceptual photograph; not a customer facility. At 6:55 a.m., the planner has released the production order. The inventory report shows plenty of...

Before you pay to rebuild yesterday’s code, prove which business requirements still deserve a place in tomorrow’s system. By Logan Consulting | November 2, 2026 | 5-minute read Picture an AX migration workshop. Someone opens the customization spreadsheet. Finance recognizes a critical control. Operations recognizes a useful shortcut. Nobody recognizes three of the reports, but they all receive a development estimate anyway. This is an illustrative scene, not a client...

The Go-Live Reality Check Keep orders moving through an ERP changeover by testing what happens between the migration report and the loading dock. By Logan Consulting  |  October 28, 2026  |  5-minute read Conceptual process illustration. An import result is not an end-to-end shipping test. Picture Monday at 6:10 a.m. The migration dashboard is green. A carrier is at the dock. The customer’s order exists in Dynamics 365, but nobody can release it to...

Connected systems. Unanswered questions. Before connecting Dynamics 365 Sales and Finance, decide who can change the customer. Then make the integration prove it. By Logan Consulting • October 26, 2026 • 6-minute read Same value. Different question. A successful sync does not establish business approval. Original conceptual illustration; not a D365 screen. Picture a distributor preparing its first integrated CRM and ERP rollout. Finance has approved Net 30 for a...

Nashville / October 11-15, 2026 Microsoft’s direction, the practical lessons beneath the AI headlines, and Logan’s view of what deserves a place on your roadmap. By Logan Consulting • October 22, 2026 • 7-minute read Beyond the headline demos: production-floor execution and accurate reporting remained part of the practical conversation. Photo: Kyle Valerio. The keynote opened to Dolly Parton’s “9 to 5.” An appropriate soundtrack for a conference asking how...

November 18–19, 2026 | Javits Center, New York City | Booth 1232 Finance leaders rarely struggle to find another technology option. The harder question is deciding what will improve the business and what it will take to make that improvement stick. For a manufacturer or distributor, a finance problem can begin well beyond accounting. A late inventory receipt, an unclear costing rule or a break between order entry and billing...

N07 / THE AI BUSINESS CASE A fair comparison separates better workflow from better AI. Start with a purchase-order workspace that supports both. By Logan Consulting • 5-minute read Hold the operating conditions steady. Measure workflow improvement separately from added AI assistance. Conceptual illustration. Picture the meeting after an ERP conference. A buyer shows a supplier-change summary that appeared in seconds. The CFO asks how much time it will save....

The Cash-Close Series Before chasing a higher automatic-match rate, test whether Dynamics 365 is matching the right transaction. Conceptual illustration from Logan's finance-agent field guide. Not a product screen or customer case. Consider an illustrative Friday close. A controller sees a $4,800 withdrawal on the bank statement and two $4,800 payments in Dynamics 365 Finance. One has cleared. One has not. An amount-based match picks a payment, the totals look...

WORKING CAPITAL / THE COLLECTIONS ISSUE / N05 Your D365 aging report tells you how old an invoice is. It does not tell you what is keeping it open. By Logan ConsultingOctober 7, 20264–5 minute read SAME BUCKET. DIFFERENT BUSINESS. Three invoices. Three different next moves. Cash application. Shipping. Credit. THE SCAN READ. A collection call is one possible action, not the automatic answer to every open invoice. Conceptual workspace...

Controls & Payments / Microsoft Dynamics 365 Finance An approval workflow can work perfectly while an import follows different rules. Before the next payment run, test both. By Logan Consulting | October 5, 2026 | 3-minute read Two paths into the same record. Original editorial illustration, not a D365 screen or a default configuration. Illustrative Payment-Run Scenario Picture a Friday payment run. A supplier has sent new bank details. Accounts...