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Operating During a Pandemic? Upgrade your Budgeting in Dynamics 365 for Finance and Operations!

During times of global economic uncertainty, financial leaders turn to a budget to better control costs and compare actuals to forecasted revenues and expenses. Most budgeting processes are performed near year-end, compiled in Excel, and closely held within an Organization’s Accounting and Finance Departments. Sure, compiling a budget in Excel…

3 field-tested use cases for HoloLens 2

The most interesting thing with the HoloLens 2 devices that we’ve sold is, that no matter the industry, the type of use cases seem to be pretty similar.  Here are 3 of the top field-tested use cases we have heard from users. COVID-19 travel alternatives for industrial equipment manufacturers Due…

Walk Thru: Build a Power Portal to Collaborate with Clients

One of my favorite aspects of consulting is the constant challenge of a new requirement, especially when I get to learn something new.  In this case, I was asked to set up a Customer Power Portal that would allow contacts to be assigned Tasks which they would update, upload documents…

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 consistent basis. There are tons of collaboration tools these days. Being a Microsoft Partner, we…

Why do I get cancel action messages on planned orders?

Cancel messages? Why bother!? I always hear the following question: “Why do I get cancel action messages on planned orders. If I’m supposed to cancel the planned order, why generate it in the first place!” To understand the mechanism behind this, two little tidbits about master planning logic are important:…

Customer aging options in Dynamics AX 2012 / Dynamics 365 FO

Here at Dynamic Consulting, we hear a lot of requirements around how a customer aging report needs to look.  In some instances, these requirements are driven by external parties (like a lender) that need a formal report in a certain prescribed way.  In many other instances, though, these reports are…

Migration unit of measure conversions from AX 2009 to Dynamics 365 for Finance and Operations

Here’s an issue that’s come up for us a couple of times while doing AX 2009 to Dynamics 365 for Finance and Operations upgrades. The DMT toolkit provides an entity to migrate Unit Conversion data from AX2009 to D365. However, an issue is encountered when this data is imported into…