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 …