A blog sharing articles, ideas and experiments about Microsoft Dynamics 365 for Finance & Operations (D365 F&O)
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”
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.
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”
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”
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 …
Generating insights from F&O, is one of the single most important activities you will likely be undertaking once Live. It may well be the primary driver for adopting an ERP solution in the first place, facilitating a more data driven organisation, leveraging a consistent and comprehensive version of the truth. Whilst most people will initially …
Continue reading “What you need to know about Reporting in Dynamics 365 F&O.”
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”
Financial consolidation is a feature you would come to expect as standard within Tier 1 ERP offerings and in that regard D365 F&O does not disappoint. However, for many in the industry, Financial Consolidation is one of those areas that you come to know because you’ve had to rather than because it was at the …
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 …
