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Master Planning and Shelf Life

There is functionality within Dynamics 365 Finance and Operation which allows you to plan for material expiring before being used. In addition to tracking the shelf life of products and materials, it can help enable you in planning for the…

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MSDyn365FO Credit Management, Part 5 – What are Automatic credit limits?

Automatic credit limits are another useful tool to keep in your back pocket when working with customers. With Automatic credit limits, you can set up rules by Risk group to calculate what the customer’s credit should be based on the…

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MSDyn365FO Credit Management, Part 4 – What are Risk Scores and how are they updated?

Last week, we took a look at the new customer screen and features for MSD365FO. This week we're going to be reviewing and going into further detail on the specifics of Risk Scores and how they're updated! As D365F&O’s new…

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MSDyn365FO Credit Management, Part 1 – Environment, Security, & Workflows

Last week, we discussed a brief overview of the new MSDyn365FO Credit Management functionality. This week, we'll be diving deeper to run through how to find out if Credit Management is enabled in your environment, as well as the new…

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