These days, subscription and licence fees are just a fact of life that we have all come to accept. However, when it comes to D365 F&O licence fees, you are not just, for example, paying to be able to watch the final of “Strictly Come Dancing” without the risk of a hefty fine through your …
Monthly archives: January 2024
Navigating the D365 F&O interface (Part 2)
This is the next post in a series of back-to-basics, covering the navigation of the system, which began with Part 1, about the Default dashboard, navigation bar and navigation pane. As before, I’d venture there’s more than a reasonable chance that even more seasoned users will pick up a thing or two here, particularly points …
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How to identify the different types of Accelerator (Part 2)
In this post, following on from Part 1 we continue by exploring the types of accelerators on the market, configuration, software based and methodology. It is important to note that as the word accelerator is not a standardised term, there isn’t an expected or default accelerator type, these are the most common accelerators I have …
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Would you consider F&O on its own for CRM?
D365 F&O integrates nicely with D365 CE (via Dual Write/Dataverse) and the process of doing so is getting even easier with the latest updates. With Microsoft long holding a spot in the top three global CRM providers, it’s easy to see why D365 CE would be the go-to solution for a Microsoft-first organisation in need …
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Do Accelerators really make your project faster? (Part 1)
Accelerators are an unregulated term for implementation projects, and when it comes to D365, an accelerator might be the very thing you are trying to avoid (especially when it comes to F&O but this is also relevant to CE), using customized and proprietary IP that ties you to a single vendor. This series of posts …
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Financial Consolidation in D365 Finance
Financial consolidation is a feature you would come to expect as standard within Tier 1 ERP offerings and in that regard D365 F&O does not disappoint. However, for many in the industry, Financial Consolidation is one of those areas that you come to know because you’ve had to rather than because it was at the …
Embracing the “Adopt not Adapt” approach in ERP implementation
In the world of ERP, there’s a term and strategy that’s gaining traction: the so-called “adopt not adapt” approach. It encourages businesses to use best practice software solutions as they are, rather than customising them to fit their internal processes. What is the “Adopt Not Adapt” Approach? “Adopt not adapt” is mainly associated with cloud-first …
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Life is like a keyboard; know the shortcuts to play it well
It’s easy to get drawn into the depth and breadth functionality of D365 F&O, or even just to know exactly what you need to know, in order to get a particular task done. In doing so, users might miss out on some very useful basic features, like keyboard shortcuts. Keyboard shortcuts can speed up repetitive …
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On your marks, get set, Data!
Excitement, expectation, motivation and passion are all feelings associated with kicking off a new ERP implementation project. It is also understandable why these feelings often dissipate when the subject of ‘data’ comes up. However, a failure to prioritise, understand or even acknowledge data could create serious issues later down the line and, in the most …
Understanding Pre-Sales in the Context of ERP
ERP systems have revolutionised the way businesses operate, offering integrated management of core business processes like finance, supply chain management and HR. However, before implementation gets underway, there’s a critical phase known as pre-sales. Let’s delve into what pre-sales means! What is Pre-Sales? Pre-sales is a set of activities that precede the “sale”, i.e. the …
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