Dimensions and tags: how do I choose between them?

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.

If you can’t beat ’em, get joining some tables!

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 …

What you need to know about Reporting in Dynamics 365 F&O.

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 …