Sales order line workflows in Dynamics 365

Price control to maintain sales price compliance – something that seems like it should be supported out of the box in Dynamics AX or Dynamics 365 for Finance and Operations.  Specifically, [...]

Anonymous feedback form

There are lots of pros and cons to working remotely. Pro? Don’t have to head into the office every day. Con? Don’t have a great way to communicate or interact with a team on a [...]

Dynamics 365 extensibility roadmap updates

Findings from #UserGroupSummit I’m sitting here after attending the MSFT14 – Dynamics 365 for Finance and Operations: Microsoft Managed Continuous Updates and Support Experience [...]

CFO overview and Financial Insights KPI list

Look at all these KPIs! There’s all these wonderful out-of-the-box reports provided by Microsoft for Dynamics 365 for Finance and Operations. When you spin up a new instance, the values [...]

Dynamics AX to Dynamics 365 upgrades

Upgrading from Dynamics AX to Dynamics 365 We’ve recently done a couple of upgrades from AX 2012 to D365. I thought it might be beneficial for a quick synopsis of the different types we’ve [...]

Custom fields in D365 for Finance and Operations

Adding custom fields As mentioned in the video I recently created (https://www.youtube.com/watch?v=GxnOdPWMYw8), since platform update 13, authorized Dynamics 365 for Finance and Operations users [...]

Master planning performance – history

Master planning performance troubleshooting In Dynamics 365 for Finance and Operations, planning departments typically run master planning regenerations in batch overnight.  When the planning [...]

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