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 …
Yearly archives: 2024
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 …