A blog sharing articles, ideas and experiments about Microsoft Dynamics 365 for Finance & Operations (D365 F&O)
Implementing D365 F&O can be a game-changer for organisations, especially those looking to streamline their processes, enhance reporting, and drive operational efficiencies. However, a key role that often flies under the radar is that of the Business Process Owners (BPO). While the project managers, consultants, and technical teams steal all the limelight, it’s frequently the …
Continue reading “The Mystical Role of the Business Process Owner”
In the world of ERP implementation, the D365 F&O Solution Architect is the cornerstone of success, turning business complexities into seamless technical solutions. But what does this pivotal role really entail, and why is it so crucial? Let’s break it down, starting with a handy infographic that highlights some of the key skills of a …
Continue reading “What does a (D365 F&O) Solution Architect actually do?”
One of the things I personally love about working with D365 F&O is that the product is so huge, there’s always something new to learn. This week, I was on a call where a client asked what would happen if a member of their team tried to create multiple purchase requisition lines with different currencies? …
Continue reading “A Multi-Currency Conundrum for Purchase Requisitions”
I was working in a new environment recently and realised I couldn’t find a specific data entity that I needed. I knew it existed, so where was it? I checked under Data entities in the Data management workspace, and it was still nowhere to be seen: Then I remembered a valuable function that all D365 …
Continue reading “Have you lost a data entity? How careless!”
Here it is – the System Table Browser! What is it and why should you care? Read on! Now, let’s be clear, if you’ve been specialised in D365 F&O for more than ~12 months, you already know this (I would hope), but bizarrely, this powerful feature is tucked away in the documentation, so seems to …
Continue reading “Unlocking the Secrets of D365 F&O: System Table Browser”
The post last week about posting Global general journals from one entity was part of a wider thought process for a client relating to working across regions (i.e. groups of legal entities) and globally (all legal entities in an environment). Take an example, whereby a user needs to create a new fixed asset, one for …
Continue reading “All together now… working across multiple companies”
Since the long-awaited and welcome release of financial tags in 10.0.32, and ongoing improvements, the new omnipresent question that now appears on every project is: should we use a financial dimension or a financial tag?
For this post, I’ve made an infographic and a streamlined version of the comparison table. Please feel free to use them to help your decision-making process, but always refer to wider documentation and your Microsoft partner/contract experts for guidance.
Imagine having hundreds of journal lines to import that need posting across multiple legal entities. Now imagine having to log into each legal entity one-by-one, to post the journal lines for each entity.
Clearly that is unacceptable for anything over a couple of lines and/or legal entities!
Until relatively recently, it was only possible to create a Global general journal, i.e. a General journal for another legal entity, within the current/active legal entity.
A relatively new piece of functionality now allows you to post Global general journals in batch.
“What should our project team look like?”
It’s a good sign when a business about to undertake a D365 F&O implementation asks this question.
The fact is, selecting and contracting an implementation partner (aka system integrator) is only one part of the puzzle when it comes to getting underway with your project. Successful projects require an investment of people and time from the business as well.
There are plenty of options when it comes to choosing how to integrate with D365 F&O. But rather like a extensive menu at a restaurant, too much choice can make it difficult to find the right solution for the task at hand! The purpose of this post is to present an overview of the options …
Continue reading “Why do developers get insomnia? Because of the RESTless APIs…”
