Fixing Your Trial Balance in Microsoft Dynamics 365

Posted on: September 20, 2021 | By: Lauren Yang | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

You can use the financial dimensions page to create financial dimensions that you can use as account segments for charts of accounts. There are two types of financial dimensions in D365: custom dimensions and entity-backed dimensions. Custom dimensions are shared across legal entities, and the values are entered and maintained by users. For entity-backed dimensions, the values are defined somewhere else in the system, such as in Customers or Stores entities....


Updating Sales Dashboards in Dynamics 365

Posted on: September 19, 2021 | By: Rosie Gill | Microsoft Dynamics AX/365

One of the most important parts of any software solution is the functionality of dashboards. These provide you with insightful, real-time data on your business practices and can help point out any areas where changes need to be made. Dynamics 365 has dashboards for a lot of different areas and being able to skillfully navigate and analyze them is crucial to having a successful user experience.  In this video, a...


How Sustainable Transportation Inspires Change with D365

Posted on: September 19, 2021 | By: Lauren Yang | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Today, we find ourselves in the midst of a sea change—both figurative and literal, as the accumulated impact of human activity causes global sea levels to rise—that has leaders in government and business reevaluating the role of the corporation in society and questioning the idea that profits are the only good that companies should strive to attain. In the context of transportation, many leaders are investing in new ways to...


Intelligent Order Management in Dynamics 365

Posted on: September 19, 2021 | By: Rosie Gill | Microsoft Dynamics AX/365

Starting at the beginning of August, a new feature of Dynamics 365 called Intelligent Order Management became generally available for users. In today’s post, we are going to give an overview of the capabilities of this new application and how it can benefit your business. What is Intelligent Order Management? Customers globally want their purchasing experience to be as simple as possible, expecting to be able to browse, select, purchase,...


Easily Write Off Bad Debt with Dynamics 365 for Finance

Posted on: September 13, 2021 | By: Lauren Yang | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

As undesirable as it may be, it is common for a company to have a need to write off a bad account receivable after the specific account is found to be uncollectible from a customer. Why do businesses decide to write off bad debt? Writing off bad debt serves the purpose of improving the company's accuracy in accounting; it does not remove the customer's obligation to pay. It brings visibility...


How Manufacturing Becomes More Intelligent with D365

Posted on: September 13, 2021 | By: Lauren Yang | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Today, we’re in the midst of a Fourth Industrial Revolution, driven by intelligent automation. The significance of this revolution is not only about increasing productivity and decreasing costs in manufacturing; it’s in how it’s changing the way we work, communicate, and interact with the world on a global scale. In the past, the management of industrial technology in manufacturing has been divided between IT and operational technology (OT). But in...


Dynamics 365 and the Power of the Platform

Posted on: September 9, 2021 | By: Rosie Gill | Microsoft Dynamics AX/365

When you use Microsoft Dynamics Customer Engagement (CE) in an Insurance Environment, you can leverage many functionalities that come with a related family of products called the Power Platform. In our last blog, we discussed using built-in workflow functionality to generate email alerts for use in various situations. Let’s look at two built-in field functions that can be used for calculating age that is always up to date, and a...


Review Collections Information in Microsoft Dynamics 365

Posted on: September 7, 2021 | By: Lauren Yang | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

When setting up your collections module in your Dynamics 365 Finance environment, it is important to ensure that your collections team has access to work with their assigned customers. In this topic, we will explain how to review collections information as well as various setup options and collections transactions. This way, the Collections team does not get overwhelmed with information and can efficiently filter to their specifically assigned customers. Collections...


How Focus Shifts from Technology to Experience in D365

Posted on: September 7, 2021 | By: Lauren Yang | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

As customer expectations rise, manufacturing leaders are turning to technology to help them deliver better, more consistent experiences. Across the board, technology is helping manufacturers become smarter, leaner, and more responsive to customers’ needs, ushering in a bright new era of manufacturing. Servitization-centered manufacturing is becoming the new mantra for many manufacturers. In the B2C sector, this means not just keeping track of data such as who the end consumer...


Utilize Asset Leasing to Manage Leased Assets in Microsoft D365 Finance

Posted on: August 30, 2021 | By: Lauren Yang | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

In today's highly technological world, most automotive organizations are experiencing unprecedented challenges and making new plans. In such times, organizations must remember to address changes in accounting regulations as well. Dynamics 365 for Finance & SCM helps businesses reduce risk, and to automate and modernize global financial operations. Asset leasing in D365 Finance is an advanced capability for managing, tracking, and automating financial transactions for leased assets in Microsoft Dynamics...