Live Chat Software

MSDyn365FO Credit Management, Part 7 – What logic is used when looking at the customer’s credit limit?

In our last blog, we reviewed Customer credit groups and how they are used. Since there’s a credit limit on the Customer credit group and the Customer record, it’s important to understand the logic of the hierarchy. Here’s the logic…

Read More

PCF Controls – Make #PowerPlatform & #Dynamics365 Work the Way you Want

Having inconsistently formatted phone numbers in D365 is a huge bummer and remembering how to format a phone number for your new contact in Uzbekistan is even worse!  (It is +998 66 905 23 45 by the way.) There have…

Read More

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…

Read More

MSDyn365FO Credit Management, Part 6 – What are Customer Credit Groups and how are they used?

A Customer Credit Group is a great way to link customers together to share a credit limit. If you have a group of customers that share a Credit limit, setup a Customer credit group, and add each of the customers…

Read More