Enabling the Revenue Recognition Module in Dynamics 365 for Finance and Operations

Posted on: October 22, 2019 | By: Christopher Rusing | Microsoft Dynamics AX/365

The new revenue recognition standard has been set with ASC 606 and D365FO is ready to handle this accounting standard with the new revenue recognition module.  This became generally available on October 1, 2019 so if you have updated your environment to 10.0.5 then you are able to use the functionality.  Once you updated your system, you may be searching around for this module, but unable to see it.  The...


Physical Inventory Count in Dynamics 365 for F&O

Posted on: October 9, 2019 | By: Rosemary McAdams | Microsoft Dynamics AX/365

Many organizations struggle to come up with the best process to perform a physical inventory count using Microsoft Dynamics 365 for Finance and Operations.  If you have read one of our previous blogs, The Counting Journal Conundrum, you may be wondering if using a counting journal is the right way to go.  The best way to perform a physical inventory count really depends on how your warehouse is setup, how...


Benefits and Drawbacks of Dynamics 365 in the Cloud

Posted on: October 1, 2019 | By: Jess Johnson | Microsoft Dynamics AX/365

Cloud deployment of Dynamics 365, what are the benefits and drawbacks? Well, thanks for asking! Welcome to the first blog in a three-part series about the benefits and drawbacks of each deployment option. I know, the anticipation for the next parts of this blog is similar to the anticipation of a new season on your favorite Netflix show. Here’s the low-down of it all. There are numerous benefits to deploying...


Custom Data Entities – Mapping issue

Posted on: September 27, 2019 | By: David Occhionero | Microsoft Dynamics AX/365

Issue during upload While working on a highly customized project, I noticed an issue that would rear its ugly head Intermittently.  The issue centered around the loading of data using a customized data entity.  On occasion, when a change to an entity was checked in and released, there were instances where you could not view the changes in the mapping.  To view the entity, we would go to Data Management...


Enterprise-Wide Global Standards

Posted on: September 26, 2019 | By: Cliff Oman | ERP Selection, M&A, Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing, Professional Services, QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing, QAD Practice News

Enterprise-Wide Standards - (Business Systems Solution and the ERP Core) Most companies strive for a standardized Enterprise-Wide Business Solution, including a standardized ERP Enterprise software package as the core of the Enterprise-Wide Business Systems Solution. This can be accomplished by standards or through transformations. As part of the integration/migration; certain coding and configuration standards for a variety of configurations and/or fields should be established and followed globally. When establishing these...


Three-Way Matching in Dynamics 365 for Finance & Operations

Posted on: September 24, 2019 | By: Joncarl Luckett | Microsoft Dynamics AX/365

Three-way matching in Dynamics 365 for Finance and Operations is a great tool for companies to implement. To ensure that a Supplier Invoice is correct, companies will often use an accounting practice called "Three-way Matching". This refers to the matching of three supplier documents, the Invoice, the Purchase Order and the Product Receipt. By implementing three-way matching in Microsoft Dynamics 365 for Finance and Operations, you will ensure that only...


Dynamics 365 Finance & Operations Deployment Options

Posted on: September 19, 2019 | By: Jess Johnson | Microsoft Dynamics AX/365

What are my deployment options? If you decide to use Dynamics 365, you’ll have three options when it comes to how you host and access your software: cloud, on-premises, or hybrid deployment. Regardless of which apps you choose, whether you license them individually or as part of a plan, or how many users you have, the options remain consistent. Dynamics 365 in the cloud Option number one, and the most...


Download and Import Data Projects in Dynamics 365 for Finance and Operations

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

Data management, as I’ve blogged about it before, is a powerful tool that can help you import and export data for your D365FO environments.  While testing migrating data to one environment, it can be difficult to get that data project exactly right.  Once you can create the perfect data project, you will want to use that for all your environments going forward.  Instead of going through the process of recreating...


Invoicing Project Sales Orders in Microsoft Dynamics 365 for Finance and Oprations

Posted on: August 7, 2019 | By: Rosemary McAdams | Microsoft Dynamics AX/365

Have you experienced issues creating and posting project sales order invoices in Microsoft Dynamics 365 for Finance and Operations? Following the update of Dynamics 365 for Finance and Operations to version 10 pu 26, we experienced quite a bit of trouble creating project invoice proposals for sales order lines that we created after the update.  Prior to the update, once a sales order line was created you would find it...


Speeding up Data Uploads– D365 for Finance and Operations

Posted on: August 5, 2019 | By: Kevin Gallagher | Microsoft Dynamics AX/365

Have you ever wondered if there is a better way to import large Excel files into D365 Finance and Operations? Using the standard Data Management workspace to upload files is relatively easy, but on the complexity of the import, it can take hours to get your data into D365. This is especially true for imports that touch many tables in D365 such as vendors, customers or items. Even worse, you...