How to Use the Revenue Recognition Module in Dynamics 365 for Finance and Operations

Posted on: January 3, 2020 | By: Christopher Rusing | Microsoft Dynamics AX/365

The relatively new revenue recognition has been available for a couple months now, but I haven’t seen much documentation on how it can be utilized.  In a previous blog, I showed how to activate this module in your D365 environment.  Assuming you have those steps completed, let’s see how this new functionality works within the system by looking at an end-to-end process of sales order creation to eventually recognizing deferred...


User to Person Relationships in Microsoft Dynamics 365 for Finance and Operations

Posted on: December 17, 2019 | By: Christopher Rusing | Microsoft Dynamics AX/365

Normally, when creating a new user in D365FO, the process begins with importing that user from your Azure Active Directory.  Once you have imported said user, you can add security roles to specify their access level.  Assuming you already have an employee/worker created in the human resources module, the last step would be to associate that user with the worker or ‘person’ in that user form.  What if you made...


Utilizing Alerts for Write Off Journals in Dynamics 365 for Finance and Operations

Posted on: December 16, 2019 | By: Christopher Rusing | Microsoft Dynamics AX/365

Microsoft is constantly delivering new features and functionality for their flagship ERP system, Microsoft Dynamics 365 for Finance and Operations.  A lot of this new functionality sounds great, but sometimes it can be difficult to determine what you would use the functionality for when it comes to real life business scenarios.  Specifically, the alerts functionality has been available for some time now, but you maybe wondering in what ways could...


Phantom BOMs – Refresher

Posted on: December 15, 2019 | By: David Occhionero | Microsoft Dynamics AX/365

Phantom BOMS can be used in D365 in environments where there can be several levels of BOMS. These BOMS prevent the stocking of intermediate inventory This setup allows for quicker processing of orders and BOMs BOM Explosions can be leveraged on PO’s for purchasing the components The setup An item is classified as a phantom on the released product BOM Setup A BOM header and version is setup for the...


Production Sequencing – Craft Beer

Posted on: December 15, 2019 | By: David Occhionero | Microsoft Dynamics AX/365

Production sequencing is a function in D365 Production control that is not always configured.  An example of sequencing an be applied to a fictional company who uses D365 for producing craft beers.  The facility may only have a couple of tanks and the beers to produce in each of these thanks may need to be sequenced to maximize run times and quantities and minimize cleanups. The scenario Let’s assume that...


MRP – Inventory position with a period template

Posted on: December 14, 2019 | By: David Occhionero | Microsoft Dynamics AX/365

I have recently come across a few instances of Dynamics (2012 and D365) where users are not aware of the period template and how it can be used in MRP.  This setup is by no means mandatory, and if it is not configured it is not a big deal, but you may be missing out on some D365 capability. Step 1 The first setup requires a period template to be...


Vendor Forecasting Tool

Posted on: December 14, 2019 | By: David Occhionero | Microsoft Dynamics AX/365

A common request that we come across during requirements sessions relates to vendor forecasting and how it is executed in D365.  A great form to wwork with is the item requirement statistics screen that is found in master planning.  When the filters are established, and there are many to select from, this screen provides a listing of all planned orders that will be generated “x” number of days out.  Unlike...


Master Planning Workspace – A refresher

Posted on: December 14, 2019 | By: David Occhionero | Microsoft Dynamics AX/365

The master planning workspace that comes with D365 contains out of the box filters that are extremely valuable to organizations who are looking for quick decisions on urgent orders. The form opens with tiles around planned orders, calculated delays, and actions which can be clicked, and worked on from another form.  This pane also shows the last time the plan and/or intercompany plan ran, and the plan can be run...


Dynamics 365 – Master Planning Release Notes

Posted on: December 13, 2019 | By: David Occhionero | Microsoft Dynamics AX/365

Microsoft’s latest release came with a feature related to parallel firming of planned orders in MRP. From Microsoft’s release notes: “This feature allows parallel firming of planned orders from the planned orders form.  The intent of this feature is to increase performance when a high number of planned orders are being firmed.  When firming multiple planned orders, the user can select the parallelize firming option and specify the number of...


Data Management Workspace – Tips and Tricks

Posted on: December 12, 2019 | By: Kevin Gallagher | Microsoft Dynamics AX/365

Have you used the data management workspace to upload data in D365? If so, you may not know about these tips and tricks to expedite the tedious process of loading data. Default specific columns to a sequential number Create or select a data project to upload and add a file Click on “View map”, this will show you the mapping of your source fields (from my Excel workbook) to the...