Monthly archives: February 2024

Supercharge your F&O user experience with Power Platform

Repeat after me, “Power Platform is not the sole preserve of D365 CE consultants!”

I still find it necessary to remind our good friends in the D365 CE camp that although Power Automate, Power Apps, and Dataverse, owe their origins to the D365 CRM/xRM platform, they are now for everyone. Equally, it has been hard to draw D365 F&O consultants into the Power Platform, as it’s historically perceived as “something the CE folk deal with”.

Imagine my delight when I learnt about the recent release of “Extending Dynamics 365 Finance and Operation Apps with Power Platform”, by Adrià Ariste Santacreu.

What you need to know about Reporting in Dynamics 365 F&O.

Generating insights from F&O, is one of the single most important activities you will likely be undertaking once Live. It may well be the primary driver for adopting an ERP solution in the first place, facilitating a more data driven organisation, leveraging a consistent and comprehensive version of the truth. Whilst most people will initially …

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From Hard Hats to Hard Numbers: Nailing CIS in D365 F&O

The Construction Industry Scheme (CIS) is a tax framework in the United Kingdom. Under CIS, contractors who hire subcontractors for construction work are required to deduct money from their payments to subcontractors. This deducted amount is then passed on to the UK tax authority, HM Revenue and Customs (HMRC), serving as advance payments toward the subcontractor’s tax and …

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Is referenceability a modern day Trojan Horse?

So you’ve chosen to implement D365 F&O and now you want to choose a partner. One of the first questions you will likely ask prospective partners is “Have you done this before?”. It’s a fair question, you would never instruct a builder to build you a house extension if they have never done any building work before (DIY enthusiasts and worried partners aside), but…

Is your HR team flooded with the same old questions?

It occurs to me that hard-working HR teams must deal with a lot of repeat business, with questions like: Where do I find my P60? How much can I claim for bike in the cycle-to-work scheme? What’s my annual leave balance? Why do I need to submit this form? And given that HR is a cost centre, not a profit centre, it’s harder to justify additional costs. Of course, there’s now a much easier way to help colleagues to help themselves…

D365 F&O – Let’s make it personal!

The adoption of a modern day tier 1 ERP system such as Dynamics 365 F&O has numerous advantages when it comes to the streamlining and standardisation of the technology stack. However, when users move from many single purpose systems to one which can manage the entire end to end business operations, it can be overwhelming. …

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Your own AI assistant at the heart of your ERP

If you’ve used ChatGPT, Bing, or Google Bard – or any of the multitude of AI tools that have flooded the web this past year – you’ve no doubt appreciated how much time and effort can be saved by using them smartly. If you haven’t, now really is the right time to get started! Imagine …

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Remove your head and become a better retailer

It makes perfect sense when you think about it, assuming you still have your physical head of course. Provide a customer with a consistent customer experience (CX), enabling commerce wherever they are, on a channel of their choosing; digitally, physically or somewhere in-between, when it comes to Mixed Reality. Offering a consistent set of products, …

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What to consider when planning a new ERP implementation

So you’ve decided to implement a new ERP/Finance solution. Although it is highly likely that you will require the engagement of an expert implementation partner to support you on your transformation journey, there are many key planning and mobilisation considerations to finalise before the project should start. Establishing a strong project team Often one of …

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Navigating the D365 F&O interface (Part 3)

Today we’ll take a look at the Grid view. This is the standard presentation of record lists in the system, whether we’re talking Customers, Opportunities, Quotes, Suppliers, Journals, Transactions, Workers… or in the case of the sample screenshot we’ll be using, Purchase orders. As before, I’m confident that there will be a gems in here that even the most seasoned D365 F&O professionals might have forgotten (or not yet know), so look out for points made in bold.