A blog sharing articles, ideas and experiments about Microsoft Dynamics 365 for Finance & Operations (D365 F&O)
It feels like as good time as any to reflect on and celebrate some of the reasons why Microsoft ERP solutions are market leaders – and we’re obviously not forgetting our little cousin D365 BC here. Let’s go! Track all markets on TradingView Choosing Microsoft for your ERP solution is a winning formula – why …
Continue reading “What makes Microsoft ERP better than the competition?”
I was talking to a client yesterday who wondered if there was a quicker way of creating a new Supplier based on an existing Customer record, for the purpose of remittances. Whilst it’s not a single click, going via the Global address book is the cleanest means to do this, as it effectively links all …
Continue reading “It’s time for a Party in the Global address book”
Our posts about making the most of data in F&O (via the interface only) have been getting a lot of love from the community, with “Filtering in D365 F&O” and “If you can’t beat ’em, get joining some tables!” proving to be among our most popular posts to date. The Advanced filter or sort form …
Continue reading “There’s gold to be found in those grid views!”
You can’t always get all the information you want or need from one table or default view in F&O. For example, viewing the Open purchase order lines form gives valuable access to all lines, across all purchase orders, that have the status “Open order”. But what would you do if you wanted to filter on …
Continue reading “If you can’t beat ’em, get joining some tables!”
If you’re trying to learn about a new system like D365 F&O, whether as a junior consultant or an end user, it’s not easy! First you need a sandbox environment that’s safe to “play” in, then you need a user with a security role with sufficient permissions to see and test all of the options …
There are some lovely infographics out there that showcase the multitude of apps within the D365 ecosystem, but the presentation can still leave ambiguity about how it all hangs together.
We thought we’d create an infographic that seeks to show the relationships in simple terms, with particular emphasis on D365 F&O, D365 CE, and D365 BC. We hope it’s useful to those new to our world, or who operate around the periphery of what we do.
And if you’re wondering why we don’t ever refer to F&SCM, we talk about that erroneous acronym in this post, “What’s in a name?“.
You’ve already (we hope) made the right decision to choose a Microsoft ERP solution – congratulations! Both Microsoft Dynamics 365 Business Central (D365 BC) and Microsoft Dynamics 365 Finance & Operations (D365 F&O) bring similar benefits in terms of playing nicely with the wider Microsoft ecosystem, which leads the world in OS, Cloud, xRM, Office, …
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.
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 …
Continue reading “From Hard Hats to Hard Numbers: Nailing CIS in D365 F&O”
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…
