Microsoft Dynamics AX

One of the common asks I hear from customers is the need to handle revenue recognition differently for different phases of a project. An example of this is “Contoso Electronics is working on a NextGen EV Electronics Design and Prototype build project for one of its customers. This is a fixed price contract/project that has 3 distinct phases. Design phase that runs for 3 months. This phase is…

Management Reporter now supports your global business in 36 languages

Your financial reporting in AX 2012 is now even better with Management Reporter supporting 36 languages and several new capabilities. Few of the highlights of the enhancements are, 1. Now directly integrated with the General Ledger module of AX 2012. 2. Flexible consolidation options. 3. Transaction drill down even better. 4. Build custom reports with more data visibility options. 5. Schedule…

Time and Attendance Registration functionality of Microsoft Dynamics AX 2012

Hello Everyone, I had been away from my blog since over a month time because of my work and long vacation. It feels nice again to write here and share knowledge with you all. We all thrive to learn new things always and so do I. Today, I decided to get my hands dirty on the new “Time and Attendance registration” functionality which is introduced in Microsoft Dynamics AX 2012 and share what I have…

Workflow work item approvals in D365 F&O using Microsoft Power Automate/Flow

Possibilities of business processes automation and extension is limitless when you use Microsoft power platform. Use PowerApps to extend user interfaces and functionality of your CRM or ERP apps, use power automate to automate business process actions or use AI builder and RPA to reduce manual labor intensive work for your employees. Dynamics 365 and Power platform together provides the most…

Dynamics 365 Finance & SCM Tip: Setup an alternate email ID for workflow notifications for your users

There is a new feature under the Feature management area that you can enable to setup an email ID for your users dedicated for workflow related notifications in D365 Finance and Supply Chain. When you enable this new feature, you will see a new field named “Alternate email” on the User Options page under the Workflow tab. When you specify an email ID here for the user, all their workflow related…

Dynamics 365 Finance Tip: Did you know you can now apply cash advances to individual expense report lines?

Here is a quick tip on a new feature in the Expense Management module of Dynamics 365 Finance introduced in version 10.0.17. If you give cash advances to your employees for expenses they might incur(Office or travel related expenses), they now have better control over applying specific cash advances(s) against each line of their expense reports. Before the 10.0.17 release, cash advance…

Manage Retainer agreements/contract billing in Dynamics 365 Project Operations

For project based service organizations such as the Marketing agency, Legal and IT consulting world, it is very common to require their customers to partially or fully pay for professional services in advance of the work getting done. This type of billing agreement is called “Retainer agreement” or in simple terms you can call it as pre-billing. In some cases you may also need to define an…

Manage complex deals/contract structures with ease in Dynamics 365 Project Operations – Deep dive into project contracts

In today’s post, we are diving deep into managing complex project contracts/deals in Dynamics 365 Project Operations. We will break down the building blocks of project contracts and understand what each attribute of the contract represents and how it functions. Negotiating contracts with customers and prospects can get complicated sometimes and often requires flexibility on how you structure the…

Unify your Project centric business with Dynamics 365 Project Operations – Best of all Microsoft applications in one package for project based organizations

In an earlier post, I wrote about overview of the new Dynamics 365 Project Operations solution from Microsoft and the 3 different deployment modes available for customers today. I was finally able to free up some time to deploy the new general available build of Project Operations. I deployed the fully integrated mode for resource/non-stocked scenarios. In this blog post, I wanted to dive into…

Azure Data Lake(Gen2) integration with Dynamics 365 for Finance and Operations

Business Intelligence and Reporting has evolved in Dynamics 365 Finance and Operations since it’s launch. Entity store is the default relational database for dynamics 365 for finance and operations containing several aggregate measures and customers rely on it for near real time dashboarding on data from the Production database of D365 F&O. Entity store DB is included in the D365 F&O subscription…

Useful new features under Project accounting module of Dynamics 365 Finance that you must checkout

Hope everyone out there is keeping safe and healthy. We are living in unprecedented times and navigating this phase of the our lives certainly has been teaching us new thing every day!

I finally took some time out from the schedule to review some of the new features under Project Accounting module in the most recent releases of Dynamics 365 Finance. These features range from version 10.0.9…

Additional “Settlement” type transactions on Customer and Vendor transactions page in D365 Finance – Why do you see these and how to fix it?

Here is a quick tip for you all if you ever see additional transaction entries on the Customer or Vendor transaction page with Transaction type = Settlement offsetting each other, when you settle and post a customer payment for an invoice. These additional entries looks something like below.

Let us understand why the system creates these additional transactions.

I have seen in some cases,…

Dual Write feature for D365 F&O is now generally available – Great news for Dynamics 365 customers and prospects!!

If you are in the Dynamics space, you probably know the investments Microsoft has been making in Common Data Service (Aka CDS) platform. All business applications under the Dynamics 365 umbrella are connected to a CDS environment by default and they make data available directly CDS in real time, except Dynamics 365 for Finance and Operations (Also known as F&O). There was never an option to…

Get your users from just using Dynamics 365 to Loving Dynamics 365 for Finance and Supply Chain Management

As end users of any product, software application or any other app, we all love to spend less time in the system and get more done with less effort. Also we all love if the system gives us the flexibility to personalize the way we want it. Using an ERP systems should not be is no different. Dynamics 365 for Finance and Supply Chain Management has been on a journey to release new features every…

How “Business Events” feature in Dynamics 365 for Finance and Operations enables you take optimum advantage of Microsoft power platform(Microsoft Flow)

One Version(Evergreen Application), Power Platform, AI, Mixed reality, Virtual agent (BOT), Machine learning, IoT. These are buzzwords that are not uncommon to hear these days, when you talk of any business application.

The landscape of ERP and business applications has changed significantly, faster than we all expected. If you really think about it, the core fundamentals of business process…

Dynamics 365 Project Timesheets Mobile app – Seamless Project timesheet entry and approvals on the Go in Dynamics 365 For Finance and Operations!

Last few months have been pretty busy with lot of our customers getting ready to move to Dynamics 365 for Finance and Operations “ONE Version. All of you should probably know already what “ONE Version” is and what are some of the key expectations around this. The objective is very simple. “All customers should run the latest version of Dynamics 365, Always“. This means, no more expenssive and…

Common Data Service for Apps, Dynamics 365 for Talent and Dynamics 365 for Finance & Operations, The integration story with the new Power platform from Microsoft

Check out my new blog post on Common Data Service, Microsoft Power Platform and the out of the box integration between Dynamics 365 For Talent and Finance & Operations.

https://dynamics365.wordpress.com/2019/02/06/common-data-service-for-apps-dynamics-365-for-talent-and-dynamics-365-for-finance-operations-the-integration-story-with-the-new-power-platform-from-microsoft/