Tag: SCM

Managing expenses efficiently in a dynamic business environment is important for maintaining budget control and ensuring financial compliance. Microsoft Dynamics 365 Finance (D365) offers an expense management process that simplifies and automates expense entry, approval, and reimbursement processes. This solution includes a mobile app, available for both Apple and Android devices, which keeps managing expenses on-the-go accessible. Key Features of Microsoft Dynamics 365 Expense Management 1. Mobile App Convenience: The...

In today's world, technology is breaking new ground all the time, making it important to use artificial intelligence (AI) in a safe and smart way. Microsoft focusing on trust-building with secure and responsible AI integration. With the introduction of Copilot for Microsoft Dynamics 365 (D365) and Power Platform, Microsoft ensures AI enhances business operations while maintaining safety, compliance, and privacy protection. Understanding Copilot Copilot changes how businesses interact with data....

Navigating and leveraging financial reports within Microsoft Dynamics 365 Finance can help you better understand and manage your business' fiscal health. This guide will help you understand the functionalities available for viewing, dissecting, and customizing financial reports to meet their specific needs. Starting with the basics of opening a report, the guide delves into how to drill down for more detailed analysis, adjust report options for tailored insights, and the...

Microsoft Dynamics 365 Finance (D365 Finance) is a leading enterprise resource planning (ERP) solution. It offers capabilities in financial oversight, supply logistics, and production management. In this blog, we will discuss four innovations that set D365 Finance apart from its competitors and how the ERP platform is poised to redefine business management. D365 Finance can help transform your business and is set to continue evolving in the landscape of technological...

In today’s fast-paced business environment, automation within financial systems is vital for efficicency. Microsoft has jumpstarted this automation through Microsoft Dynamics 365 Finance (D365) with the Vendor Recurring Invoices feature. This blog talks about the intricacies of this feature, highlighting its significance, functionality, and the seamless process it promises for businesses grappling with monthly invoicing routines. The Genesis of Vendor Recurring Invoices Dynamics 365 Finance (D365) users have enjoyed the...

Microsoft is revolutionizing the way it delivers service updates, introducing more flexibility and control for its customers starting in April 2024.  Microsoft is rolling out significant changes that will benefit organizations by allowing them to better plan and execute their update processes. Here's everything you need to know about these updates. Scheduled and Flexible Autoupdates Previously, Microsoft service updates were automatically applied, with limited options for organizations to manage the...

Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems are platforms that are no longer just about managing data; they are evolving into powerhouses of automation, and advanced AI functionalities that integrate into the daily workflows of employees. This evolution promises to redefine efficiency in the workplace, offering employees ways to work smarter and enabling customers to have levels of personalized service that were previously unimaginable. Redefining Customer Interaction:...

In this blog we will discuss Microsoft Dynamics 365 Finance and Supply Chain Management's Universal Tax Rate API and how it will help your company deal with taxes and manage varied tax rates. The universal tax rate API in Microsoft Dynamics 365 is designed to simplify the complicated process of tax management for businesses everywhere and integrate with third-party tax solutions (i.e. Vertex and Avalara). Overcoming Tax Calculation Hurdles Microsoft...

Microsoft has introduced bulk-editing within the user interface, catering to the needs of all users. This feature has been available since version 10.0.3 and is managed through the feature management workspace. This will empower you to efficiently update the contents of multiple columns across a grid, making it easy to manage and modify data for selected records in one edit. Microsoft has also recently introduced a brand-new grid control that...

In this blog, we will be covering how users in Microsoft Dynamics 365 can make changes to their bill of materials (BOM) using Engineer Change Management. This will entail creating a Change Request becoming a Change Order, with the proper approvals. D365 makes it super user friendly to make changes to all aspects of an engineering product, but today we will be focusing on making updates to a bill of...