Dynamics 365 for Finance and Operations

Dynamics 365 for Finance and Operations: Vendor Information Workspace

This Dynamics 365 for Finance and Operations Vendor Information Workspace is purely about managing the vendor users. Let’s start with a vendor that has…

Introducing Microsoft’s Take on RPA: UI Flows

Microsoft published UI Flows late in 2019 as part of the Power Platform. UI Flows are Microsoft’s take on Robotic Process Automation (RPA) with…

Uses of Work Policies for Dynamics 365

Dynamics 365 Work Policies are a Warehouse Management functionality in Dynamics 365 for Finance and Operations (D365FO) you can apply to any location but…

Sikich ERP (D365) Solution Success in ETO Manufacturing

Sikich is a veteran consulting services company in the Engineer-to-Order (ETO manufacturing) vertical. We have faced very similar business requirements every time and have…

How I Learned to Stop Rebating and Love Trade Allowance Agreements

Trade Allowance Agreements in Microsoft Dynamics 365 for Finance and Operations (D365FO) offer users a powerful tool to handle sales promotions, which can influence…

D365 Finance and Operations Data in the Common Data Service

The Common Data Service (CDS) provides a secure and cloud-based storage option for your Microsoft Dynamics 365 Finance and Operations (D365FO) data. Similar to…

MRP: Understanding ‘Directly Derived’ Planned Orders

Most Dynamics for Finance and Operations users (including AX 2012 R2 and R3 users!) will know that “directly derived” planned orders cannot be firmed….

D365 New Integrated Maintenance Functionality

An ERP system for manufacturing companies is not complete without functionality for maintenance. However, it is not a forgone conclusion that maintenance should be…

Microsoft Dynamics 365 for Finance and Operations: Common Data Service Dual Write

The October 2019 release of Microsoft Dynamics 365 for Finance and Operations is introducing a rather impactful new feature for the Common Data Service….

Microsoft Dynamics 365 for Finance and Operations: Improved Grid Control

March 2020 release of Microsoft Dynamics 365 for Finance and Operations is scheduled to include a new grid control, which inherently supports totaling fields…

Let Me Interject Series: GP to FO vs BC

Sick of the same old webinar formats with slide after slide of poorly formatted information, robotic presenters, and canned Q&A questions that simply highlight…

Microsoft Dynamics 365 for Finance and Operations: Development Tools as Installable Components

The November 2019 release of Microsoft Dynamics 365 for Finance and Operations (D365FO) is bringing into public preview a feature that developers have been…

Embedded Printing in Dynamics 365 for Finance and Operations

One of the more common complaints when implementing Microsoft Dynamics 365 for Finance and Operations (D365FO) is printing. Historically D365FO has required the installation…

How to View D365FO Global Transactions for Vendors and Customers

co-authored by Brent Wilson and Joan Bell Organizations with multiple legal entities or international operations that utilize the same vendors and customers need to…

New to D365 Finance and Operations: Saved Views

Saved views bring enhancements to the personalization feature of Microsoft Dynamics 365 Finance and Operations (D365FO). Previously, the platform limited users to just one…

Dynamics 365 CE vs Finance and Operations – Which One Is Right for You?

Okay, D365 CE vs D365FO is a trick question, right? Not really. Dynamics 365 Finance and Operations (D365FO) is a really sophisticated, robust, and…

Feature Management Workspace Overview for Dynamics 365 for Finance and Operations

Microsoft introduced a workspace called Feature Management in version 10.0.3 of Dynamics 365 for Finance and Operations (D365FO). This workspace is the key to…

Manufacturers: Prepare a Successful Implementation of Microsoft Dynamics 365 for Finance and Supply Chain Management

Manufacturers: Prepare for a Successful implementation of Microsoft Dynamics 365 MODERNIZING MANUFACTURING ON A DIGITAL FOUNDATION In today’s manufacturing industry, companies are facing unprecedented…

AMF Bakery Systems: Dynamics 365 for Finance and Operations Case Study

AMF Bakery Systems Case study Microsoft Dynamics 365 Finance and Operations AMF Bakery Systems is the world’s leading manufacturer of high-speed bakery equipment. They…

Leverage Dynamics 365 Advanced Warehousing to Achieve Consolidated Putaway

I was recently consulting for a large distribution center and discovered some Receiving to warehouse putaway processes that could be encountered at other distribution-based…