A blog sharing articles, ideas and experiments about Microsoft Dynamics 365 for Finance & Operations (D365 F&O)
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 …
Continue reading “Your own AI assistant at the heart of your ERP”
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.
D365 HR has had a tough time these past few years; going from being part of F&O, becoming a standalone app, a rebranding, and then re-integrating to the core F&O platform. This has detracted somewhat from a product with tremendous potential, particularly when employed alongside its sister D365 products and the wider Microsoft ecosystem. What’s …
Continue reading “What makes D365 HR stand out from other solutions?”
This is the next post in a series of back-to-basics, covering the navigation of the system, which began with Part 1, about the Default dashboard, navigation bar and navigation pane. As before, I’d venture there’s more than a reasonable chance that even more seasoned users will pick up a thing or two here, particularly points …
Continue reading “Navigating the D365 F&O interface (Part 2)”
D365 F&O integrates nicely with D365 CE (via Dual Write/Dataverse) and the process of doing so is getting even easier with the latest updates. With Microsoft long holding a spot in the top three global CRM providers, it’s easy to see why D365 CE would be the go-to solution for a Microsoft-first organisation in need …
Continue reading “Would you consider F&O on its own for CRM?”
In the world of ERP, there’s a term and strategy that’s gaining traction: the so-called “adopt not adapt” approach. It encourages businesses to use best practice software solutions as they are, rather than customising them to fit their internal processes. What is the “Adopt Not Adapt” Approach? “Adopt not adapt” is mainly associated with cloud-first …
Continue reading “Embracing the “Adopt not Adapt” approach in ERP implementation”
It’s easy to get drawn into the depth and breadth functionality of D365 F&O, or even just to know exactly what you need to know, in order to get a particular task done. In doing so, users might miss out on some very useful basic features, like keyboard shortcuts. Keyboard shortcuts can speed up repetitive …
Continue reading “Life is like a keyboard; know the shortcuts to play it well”
ERP systems have revolutionised the way businesses operate, offering integrated management of core business processes like finance, supply chain management and HR. However, before implementation gets underway, there’s a critical phase known as pre-sales. Let’s delve into what pre-sales means! What is Pre-Sales? Pre-sales is a set of activities that precede the “sale”, i.e. the …
Continue reading “Understanding Pre-Sales in the Context of ERP”
In the world of finance, efficiency and accuracy are paramount. One area where these qualities are particularly important is in the management and processing of invoices. This is where the Invoice Capture solution in D365 comes in. How does it work? Invoice Capture is a feature in D365 F&O that automatically creates supplier invoices from digital invoice …
We were excited to announce the blog on LinkedIn this past Friday. One commenter lightly jibed that boats might be easier to navigate than F&O, so I thought we should bring forward the subject of some navigation tips! (There’s a reasonable chance that even experienced users might learn something here – look for bold sections.) …
Continue reading “Navigating the D365 F&O interface (Part 1)”
