Tag: D365 for Finance and Operations

Hi Everyone, my name is Kevin Gallagher, and I am a financial consultant with Logan Consulting. Welcome to a brief tutorial on posting customer payments via Register customer payments in Business Central. In today's blog, I'm hoping to highlight a quick and easy way to post payments received from customers that many users may not know about. Instead of entering payment details like customer, amount, and invoices to be applied...

In everyday business, it's common to interact with an organization in dual roles: as a customer and a vendor. Customer and Vendor (CV) netting is a strategic approach to minimize monetary exchanges between such entities. It involves consolidating and offsetting the amounts owed, thereby reducing unnecessary payments or receipts. This function is efficiently managed in Microsoft Dynamics 365 Finance through a feature called customer and vendor netting. Setting Up the...

A data entity acts as a simplified representation of complex database table structures. Consider a scenario where customer information is distributed across multiple normalized tables. In this scenario, a data entity offers a unified, de-normalized view, consolidating all customer-related data from various tables into a single, comprehensive row. This structure not only facilitates easier application development and integration but also shields the application code from potential changes in underlying table...

In the fast-paced world of manufacturing, the ability to swiftly adapt to last-minute changes in production orders is crucial. Microsoft Dynamics 365 Supply Chain Management introduces new features to enhance this flexibility, catering to the evolving needs of manufacturers. This article explores these features and their impact on manufacturing operations. You can enable this feature in the feature management workspace if you're running version 10.0.38. Adapting to the Last-Minute Changes:...

This blog will guide you through using work pool IDs to filter warehouse work by production line in Microsoft Dynamics 365 Supply Chain Management (D365). In a rapid pace manufacturing environment, work lists can quickly become overwhelming to mobile device users. Thankfully, D365 offers flexible ways to create and manage work lists within their mobile device menu items.   We will explore the process of effectively sorting “pick and put”...

Business Performance Planning in Microsoft Dynamics 365 Finance will help companies expand and evolve. Strategic planning is an important tool for translating goals into actionable steps. Yet, this process can be intricate and time-consuming due to disconnected systems, overwhelming data volumes, and manual operations. These factors often result in inaccuracies, delays, and elevated total cost of ownership (TCO), hindering businesses at crucial times when seizing opportunities is key. A major...

Welcome to 2024, a year brimming with potential for CFOs and finance teams. In this blog we will discuss how Microsoft Dynamics 365 Finance Premium can boost business performance agility. As we step into this new era, the focus shifts to evaluating company performance and refining strategic plans. This year promises not only challenges but also transformative opportunities for those at the helm of the financial sector. As we say...

The automotive industry is known for its complex supply chains and stringent quality requirements. To thrive, the industry can greatly benefit from specialized solutions. Microsoft Dynamics 365 Supply Chain Management offers features that are particularly well-suited to meet these unique challenges. This blog post highlights 5 key features of Microsoft D365 SCM that are essential for optimizing supply chain operations in the automotive sector. 5 Key Features for the Automotive...

In the manufacturing industry, preparing budgets is a significant yet often repetitive and resource-intensive task. Much of the effort goes into data collection, essential for the budgeting process, and crafting detailed departmental budgets. By leveraging Microsoft Dynamics 365 Finance, companies can streamline this process. Dynamics 365 offers robust data management and analysis tools that aid in efficiently gathering and interpreting essential financial and operational data. This integration enables more precise...

In today's fast-paced business landscape, effective supply chain management is paramount. Demand planning and forecasting is critical to efficient supply chain management. They significantly influence a company's ability to satisfy customer demands, manage inventory, and remain competitive. This article delves into the crucial role of demand forecasting and its integration with Microsoft Dynamics 365 for Supply Chain Management (D365). Key Elements of Demand Planning and Forecasting: Demand planning and forecasting...