Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Blog
Business Central and SharePoint: Why Your Integration May Have Broken
Posted on: July 30, 2026 | By: Jackson Morris | Microsoft Dynamics Business Central
If your organization connects Business Central and SharePoint to pull documents, sync attachments, or expose files through a custom AL integration or Power Automate flow, there's a real chance that connection is already broken. It may have failed quietly enough that no one's connected the dots yet. Microsoft retired Azure ACS (Access Control Service) app-only authentication for SharePoint Online on April 2, 2026. Any integration still authenticating through the old ACS model stopped working on that date,...
Is Your Month-End Close Still Taking Too Long? Five Ways Dynamics 365 Finance Can Help
Posted on: July 29, 2026 | By: Heather Zhu | Microsoft Dynamics AX/365, Microsoft Dynamics AX/365|Microsoft Dynamics Manufacturing
Figure 1. A faster close is created by fewer surprises, not faster accountants. Executive takeaway The position: Most organizations do not have a month-end close problem. They have a monthlong process problem that becomes visible at month-end. Late vendor invoices arrive. Inventory transactions are still posting. Bank lines remain unmatched. Someone remembers an accrual after preliminary statements are distributed. Finance discovers that one legal entity interpreted "close by Friday" as...
Project Management Portfolio Review: Getting the Most Out of Your IT Budge
Posted on: July 27, 2026 | By: Blake Moore | QAD Manufacturing, QAD Financials|QAD Business Process
For many organizations, IT budgets are under more pressure than ever. Companies are expected to modernize systems, support daily operations, improve reporting, strengthen security, and prepare for future growth, often without a major increase in resources. Because of this, it is important for leadership teams to understand not only where IT dollars are being spent, but whether those investments are supporting the right business priorities. What Is a Portfolio Review?...
Static Slotting Is Dead: How Dynamic Item Placement Changes Warehouse Execution in D365
Posted on: July 23, 2026 | By: Heather Zhu | Microsoft Dynamics AX/365, Uncategorized
Figure 1. Static placement preserves yesterday's assumptions; adaptive placement governs today's movement. The position: The annual slotting project is no longer enough. D365 is moving toward an adaptive warehouse control model where placement, replenishment, routing, traceability, and work priority reinforce one another. First, the truth check Yes—the core technology claims in this article are researched and supportable. But the status labels matter. Microsoft's release plan lists dynamic item placement and...
MANUFACTURING IN 2030 STARTS TODAY
Posted on: July 21, 2026 | By: Kyle Valerio | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing, Microsoft Dynamics AX/365|Microsoft Dynamics Manufacturing
Is Your Dynamics 365 Environment Ready? The next manufacturing advantage will not come from owning more AI. It will come from turning trusted operating signals into faster, governed decisions. Manufacturing is not waiting for 2030. The machines are already producing more data. Planners are already being asked to explain demand shifts faster. Customers are already treating confirmed delivery dates like commitments rather than suggestions. And AI is already moving from...
How Family Offices Are Using NetSuite to Manage Complex Wealth Structures
Posted on: July 16, 2026 | By: Jackson Morris | NetSuite
Family offices exist to protect and grow wealth across generations, but many are still running that mission on spreadsheets, disconnected accounting files, and manual reconciliation between operating businesses and investment entities. As families accumulate more holding companies, investment vehicles, real estate partnerships, and trusts, the finance team's job gets harder every year. Consolidating results across a dozen or more legal entities by month end, while also giving family principals a clear, real-time picture of...
The Acumatica Mobile Application: Real ERP Functionality in the Field
Posted on: July 14, 2026 | By: Jackson Morris | Acumatica
For many operations, sales, and finance teams, the workday does not happen at a desk. Warehouse staff are moving between aisles, field technicians are driving between appointments, and sales reps are meeting with customers away from the office. When the ERP system only lives on a desktop, these teams end up relying on paper notes, phone calls, or end-of-day data entry to keep records current, which slows the business down...
What You Gain in Functionality Moving from Dynamics GP to Business Central
Posted on: July 14, 2026 | By: Jackson Morris | Microsoft Dynamics Business Central
For years, Microsoft Dynamics GP has been a dependable financial management system for small and midsized businesses. But as organizations grow through adding locations, expanding product lines, or taking on more complex reporting requirements, many finance and operations teams start running into the limits of what GP was originally built to handle. Reports take longer to pull together, financial data ends up scattered across disconnected spreadsheets, and IT spends more time keeping the system...
Collection Letter Automation in D365 Finance – Part 2
Posted on: July 14, 2026 | By: Heather Zhu | Microsoft Dynamics AX/365, Microsoft Dynamics AX/365|Microsoft Dynamics Manufacturing
Turning setup into a scheduled collections engine that creates the right email, activity, or collection letter at the right time. Part 1 built the foundation: collection letter sequences, posting profiles, accounts receivable parameters, customer pools, and process details. Part 2 is where the work becomes operational. We connect that setup to a recurring process automation schedule, validate who is in scope, and monitor what the system actually generates. Logan reality...
From Dynamics GP to Business Central, and Beyond: Mapping Your Full ERP Modernization Path
Posted on: July 9, 2026 | By: Jackson Morris | Microsoft Dynamics GP
Many Dynamics GP customers are asking the same question right now: what comes next? With Microsoft's support timeline for GP now finalized, that question has moved from "someday" to "soon." But the most common mistake organizations make is treating this as a single decision: stay on GP or move to Business Central. In reality, it's often the first step in a longer modernization path. For most midmarket companies, Business Central is the right...












