How to Use the Customer transactions list page in Dynamics 365 for Finance and Supply Chain

Posted on: January 20, 2022 | By: Hope Jin | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

If you are new to the accounting world or more specifically the accounts receivable (AR) world and are looking to get your feet wet on AR best practices in Dynamics 365 for Finance, this blog is a great starting point.  As a newbie, you can use AR to track customer invoices and incoming payments.  This blog describes how to view settlements, view global transactions, understand transaction filters, and modify due...


How D365 can Help Track Medical Equipment Depreciation

Posted on: January 17, 2022 | By: Hope Jin | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Tracking medical equipment depreciation is important as the average hospital spends about $11.9 million on medical equipment per year and depreciation allows you to reduce the amount of taxes owed in a year or over a period of years. Understanding equipment depreciation can help you decide how to finance your company’s next major purchase. Read this blog to learn the basics about how Microsoft Dynamics 365 can help track fixed...


How Dynamics 365 for Supply Chain can Help Plan Freight Transportation Routes with Multiple Stops

Posted on: January 12, 2022 | By: Hope Jin | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

When the pandemic hit, you might have noticed a shortage of your favorite peanut butter brand or steeper prices at the gas station. When shopping for holiday gifts, you might have noticed shipping delays. This is due to the supply chain not working properly. Additionally, you might have heard about a commercial driver shortage. For years, younger workers are not entering the trucking industry at a rate high enough to...


Using Revenue Recognition Bundle Functionality to Support Selling Kits in D365 (Part 2 of 2)

Posted on: January 10, 2022 | By: Hope Jin | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Authored by: Rosey McAdams This blog is the second part of a two-part series on Kitting. In part one of this blog series, we took a look at how to configure and use the D365 revenue recognition functionality to support kitting in your business.  In part two of this series, we will look at some important known “gotchas” when using this functionality to support kits.  Understanding these potential roadblocks is...


Using Revenue Recognition Bundle Functionality to Support Selling Kits in D365 (Part 1 of 2)

Posted on: January 5, 2022 | By: Hope Jin | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Authored by: Rosey McAdams This blog is the first part of a two-part series on Kitting. Many companies have a need to explode the bill of material components of an item on a sales order to be picked and shipped as a part of a kit.  Kitting typically requires the need to display the top-level item on all customer facing documents at a specified price for that kit, with the...


Power Apps with D365 F&O – Part 1

Posted on: January 3, 2022 | By: Kevin Gallagher | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Power Apps with D365 Finance and Operations – Part 1: Getting Started Did you know that D365 for Finance and Operations can be used with the Power Apps platform to create custom applications? PowerApps can leverage connected data sources from D365 to view, create and modify tables in D365. Getting Started - Connecting D365 and Power Apps Navigate to make.powerapps.com and login with your Microsoft Account. Most Microsoft business accounts...


Dynamics 365: Release Enhancements Plan January 2022

Posted on: January 2, 2022 | By: Hope Jin | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

The 2022 release wave plan for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. This month’s release contains the following exciting new features in Dynamics 365 for Finance & Supply Chain Management for these apps: Finance, Supply Chain Management, Guides, and Project Operations.  Dynamics 365 Finance drives automation and predictive analytics capabilities.  New Feature: Create invoice lines based on the quantity option parameter in Accounts...


Reduce the risk of fraud with segregation of duties in Dynamics 365

Posted on: December 15, 2021 | By: Hope Jin | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Employees in many companies these days are asked to do many jobs. Dynamics 365 administrators are tasked with assigning roles to the employees. Within D365, you are able to set up rules to separate tasks that must be performed by different users. This concept is named segregation of duties. For example, you might not want the same person to acknowledge the receipt of goods and to process payment to the...


How to save time by harnessing warehouse configuration templates in Dynamics 365 for Supply Chain Management

Posted on: December 14, 2021 | By: Hope Jin | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

The Warehouse management system in Supply Chain Management gives you flexible ways to define your warehouse layout to meet changing needs so that you can achieve optimal warehouse efficiency. Having an efficient warehouse is essential for businesses. It can save money by being cost-effective, it can streamline operations, and promote productivity among its workers. As a part of warehouse configuration with Dynamics 365, you are able to set up a...


How Processing Transfer Orders with Dynamics 365 can Help Pharma Companies

Posted on: December 8, 2021 | By: Hope Jin | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Pharmaceutical and Life Science organizations are exceptionally vital in the midst of a global pandemic. The world has always been in constant need of innovative medicines, however, because of COVID-19, the need for the development of a vaccine by life science organizations was crucial. In order to meet the demands of the world, efficiency in company operations is imperative. As companies are increasingly concerned about the cost and efficiency of...