Tag: D365 for Finance and Operations

Managing bank statements and transactions can be a tedious task, particularly when dealing with a high volume of transactions. Microsoft Dynamics 365 Finance provides the Advanced bank reconciliation feature to make bank reconciliation more manageable. This feature enables businesses to import electronic bank statements and automatically reconcile them with bank transactions. In this two part blog series, we will explain the reconciliation process in detail, from importing the electronic bank...

Mixed mode planning allows you to model your supply chain based on the material flow, ensuring that your chosen models are followed regardless of the supply policy you select. One of the major advantages of mixed mode planning is the flexibility it provides in supplying a product. Regardless of the product structure, you have the freedom to choose an overall strategy that best suits your requirements. By embracing mixed mode...

Dynamics 365 Customer Service is a powerful tool for businesses looking to manage their customer interactions effectively. Dynamics can help your business provide excellent customer service by streamlining your customer service operations, improving your productivity, as well as enhancing your overall customer experience. In this blog, we will discuss some of the tools in Microsoft Dynamics that will help your company provide excellent customer service.   Omnichannel Engagement Microsoft Dynamics 365...

Supply chain disruptions can bring significant consequences for companies in terms of financial losses and damage to their reputation. To prevent these disruptions, it's crucial for businesses to identify and address supply risks in a timely manner. Supply risk assessment for Microsoft Dynamics 365 Supply Chain Management lets you identify supply risks, so that you can act to help prevent supply chain disruptions. This helps supply chain managers understand the...

As businesses expand and acquire subsidiary companies, the process of consolidating financial data and eliminating inter-company transactions can become challenging. However, with the right tools, such as Microsoft Dynamics 365 Finance, this process can be streamlined. In this blog post, we will provide general information about the consolidation process using Microsoft Dynamics 365 Finance, and address some frequently asked questions to help you gain a better understanding of this critical...

If you didn't know, Microsoft has recently updated the IoT Intelligence feature in Dynamics 365 Supply Chain Management and has renamed it to Sensor Data Intelligence. Sensor Data Intelligence introduces a new deployment model where the required Azure components are deployed on your own Azure subscription rather than being managed by Microsoft. This new model enhances your ability to customize the feature and to integrate it with third-party systems. With this...

As businesses manage their credit and collections processes, calculating and posting interest on overdue transactions can be difficult. However, Microsoft Dynamics 365 Finance can help simplify this process. In this blog post, we will explore how Dynamics 365 Finance can help organizations streamline the creation, printing, and posting of interest notes, using the Contoso USMF demo company as an example. This procedure shows how to create, print, and post interest...

Managing bank statements and transactions can be a tedious task, particularly when dealing with a high volume of transactions. Microsoft Dynamics 365 Finance provides the Advanced bank reconciliation feature to make bank reconciliation more manageable. This feature enables businesses to import electronic bank statements and automatically reconcile them with bank transactions. In this two part blog series, we will explain the reconciliation process in detail, from importing the electronic bank...

Providing excellent service to customers is something that businesses need to ensure that they provide, and efficient service management is key to achieving that goal. Microsoft Dynamics 365 Supply Chain Management offers a powerful tool in the form of Service Management, which enables organizations to establish service agreements, handle service orders, and analyze service delivery. In this blog post, we will explore the capabilities of Service Management and how it...

Managing a business can be a challenging task. To effectively manage an organization, it is crucial to understand the different types of internal organizations, such as legal entities, operating units, and teams in Microsoft Dynamics 365 Finance and Supply Chain Management (D365). These organizations can be represented in an organizational hierarchy, which helps to visualize the relationships between them. Organizational hierarchies can serve various purposes, including tax reporting and internal...