Latest posts
- One at a time… batch posting journals across entities?by Mike PearsallImagine 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.
- Assembling your project dream teamby Mike Pearsall“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.
- Show me my money! Configure the new D365 Expense Mobile Appby Paul SinnottAn 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 …
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- Why do developers get insomnia? Because of the RESTless APIs…by Mike PearsallThere 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, …
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- What makes Microsoft ERP better than the competition?by Mike PearsallIt feels like as good time as any to reflect on and celebrate some of the reasons why Microsoft ERP solutions are market leaders – …
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- It’s time for a Party in the Global address bookby Mike PearsallI was talking to a client yesterday who wondered if there was a quicker way of creating a new Supplier based on an existing Customer …
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- There’s gold to be found in those grid views!by Mike PearsallOur 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 …
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- Planning items – a real world exampleby Abdel-Rahman HassanMany of us have used, or at least read about, Process Manufacturing and Distribution functionality in D365 F&O. It is always noticed that some parts …
- If you can’t beat ’em, get joining some tables!by Mike PearsallYou 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 …
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- Stand aside developers, we’ve got this!by Paul SinnottTaking 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 …
- A spectacular survey of sales ordersby Mike PearsallIf 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 …
- Which manufacturing type should you use for your project?by Abdel-Rahman HassanThis is our first post by a guest contributor, Abdel-Rahman Hassan. We’d love to welcome more guest contributions – please contact us via . At …
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- Don’t take offence! How to manage personalisationsby Paul SinnottOne 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 …
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- We are (the Microsoft Dynamics) family!by Mike PearsallThere 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?“.
- Battle of the Microsoft ERP solutionsby Mike PearsallYou’ve already (we hope) made the right decision to choose a Microsoft ERP solution – congratulations! Both Microsoft Dynamics 365 Business Central (D365 BC) and …
- Supercharge your F&O user experience with Power Platformby Mike PearsallRepeat 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.
- What you need to know about Reporting in Dynamics 365 F&O.by Jason NewbattGenerating 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 …
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- From Hard Hats to Hard Numbers: Nailing CIS in D365 F&Oby Mike PearsallThe 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 …
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- Is referenceability a modern day Trojan Horse?by Paul SinnottSo 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…
- Is your HR team flooded with the same old questions?by Mike PearsallIt 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…
- D365 F&O – Let’s make it personal!by Paul SinnottThe 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 …
- Your own AI assistant at the heart of your ERPby Mike PearsallIf you’ve used ChatGPT, Bing, or Google Bard – or any of the multitude of AI tools that have flooded the web this past year …
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- Remove your head and become a better retailerby Jason NewbattIt makes perfect sense when you think about it, assuming you still have your physical head of course. Provide a customer with a consistent customer …
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- What to consider when planning a new ERP implementationby Paul SinnottSo 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 …
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- Navigating the D365 F&O interface (Part 3)by Mike PearsallToday 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.
- When do Accelerators make you faster? the conclusion. (Part 3)by Jason NewbattIn this final post following How to identify the different types of Accelerator (Part 2). I look to highlight areas of consideration, questions and closing …
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- Filtering in D365 F&Oby Paul SinnottWhen 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 …
- What makes D365 HR stand out from other solutions?by Mike PearsallD365 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 …
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- One Version Service Update Changesby Paul SinnottThese days, subscription and licence fees are just a fact of life that we have all come to accept. However, when it comes to D365 …
- Navigating the D365 F&O interface (Part 2)by Mike PearsallThis 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, …
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