A blog sharing articles, ideas and experiments about Microsoft Dynamics 365 for Finance & Operations (D365 F&O)
There has been quite a bit of change in the D365 and Power Platform learning library this year; the deprecation of some historically core/fundamental exams and a perceived relaxation in the pre-requisites required to attain the more prestigious ‘expert’ certifications, to name just a few. As such, I thought it would be worthwhile trying to …
Continue reading “Educate to Authenticate: The D365 & Power Platform Certification Landscape”
Hopefully, this isn’t news to any D365 F&O users and the new configuration has either been implemented or is in the process of being implemented, but as its been a few months since the deprecation announcement, we thought it would be worth bringing to the surface once again to try and avoid anyone being caught …
Continue reading “Growth in times of deprecation – Microsoft Graph”
Naturally when implementing a new ERP solution the focus is very much centred on the technology and solution. However, no matter how technically capable a system is or how well it aligns with your ‘to-be’ ways of working, failing to recognised the importance of change management can result in significant project and post go-live issues …
An element of uncertainty has existed ever since Microsoft announced the deprecation of the D365 F&O mobile workspaces. Yes, I know this was a long time, but until recently some questions remained unanswered. We could make assumptions with a high degree of assurance, but if you’re like me, you want to get your hands on …
Continue reading “Show me my money! Configure the new D365 Expense Mobile App”
Taking full advantage of Microsoft’s OneVersion continuous updates is predicated on the expectation that businesses, and their solutions, have primarily aligned with the adopt not adapt approach. The F&O solution has evolved to support organisations and partners on this journey with features such as configurable business documents; addressing the almost constant need for output documents …
One of the most powerful features of D365 F&O is the ability to personalise and tailor the user experience. This can have huge benefits ranging from increased process efficiencies to accelerated user adoption. However, as with any tailoring capabilities, realising their full potential often requires an element of control. Allowing too much autonomy can compromise …
Continue reading “Don’t take offence! How to manage personalisations”
So you’ve chosen to implement D365 F&O and now you want to choose a partner. One of the first questions you will likely ask prospective partners is “Have you done this before?”. It’s a fair question, you would never instruct a builder to build you a house extension if they have never done any building work before (DIY enthusiasts and worried partners aside), but…
The adoption of a modern day tier 1 ERP system such as Dynamics 365 F&O has numerous advantages when it comes to the streamlining and standardisation of the technology stack. However, when users move from many single purpose systems to one which can manage the entire end to end business operations, it can be overwhelming. …
So you’ve decided to implement a new ERP/Finance solution. Although it is highly likely that you will require the engagement of an expert implementation partner to support you on your transformation journey, there are many key planning and mobilisation considerations to finalise before the project should start. Establishing a strong project team Often one of …
Continue reading “What to consider when planning a new ERP implementation”
When considering the capabilities that D365 F&O has to offer, it can be overwhelming. However, with most users likely interacting only with specific feature and process areas with the application stack, how can you enable users to quickly and easily access the information they need during their BAU activities. Step into the spotlight; Filtering and …
