Tag: dynamics 365

Have you ever had a worker clock-in to Production Floor Execution (PFE) after their shift was scheduled to begin and wondered why they were late? Then, you’re forced to track down the worker to ask them and then manually update their timecard. Fortunately, Microsoft Dynamics 365 (D365) offers a way to prompt users to select an Absence Code if they clock in after their scheduled start time. That Absence Code...

In Microsoft Dynamics 365 (D365), settling ledger transactions across different fiscal years can lead to complications during the year-end close. To address this, Microsoft introduced the Awareness between ledger settlement and year-end close features. This feature ensures that only unsettled transactions are included in the opening balances of the new fiscal year, thereby improving the accuracy of financial reports. The Review cross-year settlements page allows users to identify and manage...

The Project Management & Accounting (PMA) module in Dynamics 365 can feel overwhelming with its expansive features and capabilities. Some even say you can think of the PMA module as its own ERP system in a way! Project Management & Accounting can be used for various business processes to manage project financials – from initial estimations to invoicing. It can help track costs, revenue, budgets, and profitability for individual projects....

In the fast-paced world of consumer products, demand planning is both an art and a science. Shifting consumer preferences, promotional cycles, channel diversity, and seasonal volatility all make accurate forecasting a critical capability. For companies looking to stay ahead, Microsoft’s Copilot for Demand Planning in Dynamics 365 Supply Chain Management offers a transformative approach—infusing AI-driven intelligence directly into the planning workflow. With Copilot, demand planners can analyze historical data and...

In the pharmaceutical industry, maintaining product integrity and regulatory compliance isn't just a best practice — it’s a legal mandate. With increasing scrutiny from regulatory bodies and the ever-evolving nature of global compliance frameworks, especially 21 CFR Part 11 in the U.S., life sciences organizations must ensure their manufacturing documentation is accurate, accessible, and audit-ready. Electronic Batch Records (EBRs) are a key component of digital transformation in this sector. With...

Staying ahead of new developments in Microsoft Dynamics 365 Finance and Supply Chain Management is critical for businesses striving to maintain compliance, streamline operations, and drive long-term value. The June 2025 release (version 10.0.44) introduces powerful capabilities across finance, operations, procurement, and manufacturing — while also deprecating several legacy features. Here’s what your team needs to know. What’s New in Microsoft Dynamics 365 Finance 1. Fixed Assets and Depreciation Automated...

Last week, our team had the opportunity to attend DynamicsCon 2025, held May 13–16, and it delivered another strong showing of product insights, peer connection, and real-world strategy for organizations leveraging Microsoft Dynamics 365. While AI continues to dominate headlines, this year’s event also brought renewed focus on core ERP capabilities across finance, supply chain, and manufacturing — and offered a glimpse into how customers are adapting to rapid product...

In today’s dynamic business environment, visibility into operational and financial performance is no longer optional — it’s foundational. As organizations manage increasing complexity across departments and data systems, the ability to derive meaningful insights from their business data has become mission-critical. Microsoft Dynamics 365 Finance includes Business Performance Analytics, a modern toolset that simplifies how data is modeled, visualized, and used across finance operations. Designed to deliver faster, clearer insights,...

As regulatory demands tighten and supply chains grow more complex, manufacturers and distributors must sharpen their focus on quality management. In today's environment, delivering compliant, high-quality products is not just a competitive advantage—it’s a business necessity. Microsoft Dynamics 365 Supply Chain Management (D365 SCM) offers built-in quality compliance capabilities that integrate directly with procurement, production, and fulfillment processes. The latest release, version 10.0.44, introduces a new wave of advanced features...

Navigating global tariff pitfalls with Microsoft Dynamics 365 Supply Chain Management (D365 SCM) requires more than just data—it requires discipline. Companies that treat tariffs as afterthoughts often fall into avoidable traps, resulting in compliance violations, eroded margins, and operational delays. Here are five of the most common—and costly—tariff pitfalls and how to address them with D365 SCM: 1. Improper HS Code Classification Incorrect classifications lead to incorrect duty rates and...