In the world of finance, efficiency and accuracy are paramount. One area where these qualities are particularly important is in the management and processing of invoices. This is where the Invoice Capture solution in D365 comes in. How does it work? Invoice Capture is a feature in D365 F&O that automatically creates supplier invoices from digital invoice …
Monthly archives: January 2024
Is a new implementation/ upgrade the answer?
Not all ERP and finance systems are created equal and over time may become outdated or misaligned with the changing needs of the business. In this case, an upgrade or replacement may be considered necessary to keep up with the market demands, leverage new opportunities and achieve the businesses growth strategy. The initial appeal to …
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Navigating the D365 F&O interface (Part 1)
We were excited to announce the blog on LinkedIn this past Friday. One commenter lightly jibed that boats might be easier to navigate than F&O, so I thought we should bring forward the subject of some navigation tips! (There’s a reasonable chance that even experienced users might learn something here – look for bold sections.) …
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What’s in a name?
You’ll notice that throughout this site, we will refer to either Dynamics 365 for Finance & Operations, Dynamics 365 Finance & Operations (without the “for”), or D365 F&O. We stick pretty rigidly to this nomenclature, in line with Microsoft’s own Finance and operations application documentation, but there’s some ambiguity in the market, so we thought …
Trial balance using OData in Excel
We had a user who was keen to have a trial balance report in Microsoft Excel, rather than having to access D365 F&O directly. They also preferred not to use Power BI for this particular case. Firstly, a quick reminder of what a trial balance is. A trial balance is essentially a financial report that summarises the …
A Game Changer in Business Productivity
IDC have released their latest MarketScape Vendor Assessment for SaaS and Cloud-Enabled Enterprise Finance and Accounting Applications. Microsoft has been recognised as a Leader across all customer segments including Small Business, Midmarket, and Enterprise. We’ve taken a quick dive into the two key strengths highlights in the report below – a more detailed excerpt can …
Hello world!
Hello everyone! This is the inaugural post on our new blog, so it makes sense to use it to explain what it’s going to be about! In short, we plan to share tips, updates, and experiments with Dynamics 365 Finance and Operations (D365 F&O) platform. We don’t claim to “know it all”, so we welcome …