Welcome back to a new Reporting Tuesday blog post, in this post we will explore the creation of buttons in Power BI. This is exciting because buttons make your Power BI reports more interactive and give your users more control over what they see. Enjoy! 

Periodcloseis an integrated part of General ledger. This used to be a separate module, but has been moved to General Ledger. This feature will help you keep track of all tasks that are related to closing a period. No matter if it is month, quarterly or year-end close, this feature can help reduce the number of days it takes to close periods. The setup is a one time and can then be copied to the next period.

Prepayment is a great feature in D365FO, but often customers and even partners are not aware of this feature. Prepayments are typically used when buyingabroad, where prepayments are required. In this article we will go through the prepayment in connection with the purchase order.This minimizes the risk of double paying vendor. 

Welcome back to a new Reporting Tuesday blog post, in this post we will explore bookmarks in Power BI. This is exciting because bookmarks are a great way to quickly access different parts or views of a report in Power BI. They can save you a lot of time and make it easier to explore and understand your data. Enjoy! 

The architect role in an ERP implementation ensures that the overall process is on track and that the strategy laid out by top-level decision makers is followed at all levels of the organization. Thus, Cittros architects work with the finance and functional decision makers in your organization to provide both strategic and operational insights and advice.

One of the first and most important steps of implementing Dynamics 365 Finance is currency setup for accounting and reporting currency. Let's understand the use and setup options.

For this third part of Power BI Web sources, we will explore the use of Partner API in Power BI. This can be done in multiple ways;however, you must add code to your solution. Since, this relies on code no matter what I want to take this opportunity to combine Power BI with python query. Doing this demands that you have a python client installed on the computer and that you have installed the libraries Requests and Pandas.

An important, but often overlooked part of incorporating new IT solutions in an organization is user readiness and adoption of the new solution. Whether you are moving to an entirely new ERP system or going through a Dynamics AX/D365 version upgrade, having a well-defined plan for preparing, training and enabling users is essential to a successful solution adoption.

We will share the most useful tricks and tips that you can take advantage of within Dynamics AX or D365FO.

This guide provides instructions on how to ensure that your implementation project provides the necessary input for any subsequent automated regression test as part of the on-going continuous updates of D365 One Version.

Prior to any automated regression testing, the following manually elements needs to be in place and approved as part of a go-live quality assurance process.

In the first part we looked at how to extract Stock data for Microsoft using Yahoo Finance. Yahoo Finance used to have their own API, today you can find third party APIs. However, because I want to go into the logic of an API, we will change to a different data set. First, we will look at covid tracking, that is an opensource dataset, and the process is exactly as we saw it from yahoo finance. 

Financial reports are now an integrated feature of D365FO.The creation of reports is flexible and can include different hierarchiesof companies, which enables a view across companies. There are multiple default reports delivered with D365FO.The following will provide an overview to enable you to start using these default financial reports in D365.

Personal experience working with data in larger projects with SharePoint.

More and more of our daily operation centers on data, and the aspect of sharing data is of great value. As a business professional you most likely use Microsoft office problems in your daily operations, and if you work on projects, you are likely to also use SharePoint to manage the sharing of documents.

Web scraping and using data from the internet open a whole new aspect of analysis. This open the option for adding real time data to your reports, web-based data sources can be either APIs or source code for a webpage.

Subscription billing is a relatively new feature in D365FO and is a separatemodule, which also covers the old revenue recognition module. This module is really powerful for all types of subscriptions scenarios.This document covers just a simple example of using the Subscription billing. You can see an overview of scenarios in previous article. 

Subscription billing is a relatively new feature in D365FO and is a separate module, which also covers the old revenue recognition module. There are now multiple scenarios covered in Subscription billing and more scenarios will be added in near future. The subscription economy has exploded in the last years with growing need to manage subscription unique demands. This document provides a quick overview of the new subscription module.

After loading data to Power BI, you have the option to transform the data, for some queries you might not use this at all and for other you might use it extensively. One of the things you can do here is to normalize a data source. You can duplicate a query and then remove redundant data to decrease the size of you report. It is also possible to add calculated columns, let say you have the value in local currency and the exchange rate to your reporting currency. Then you can make an extra column with the value in reporting currency.

In the previous post we saw how to obtain reports for general ledger directly in Excel from D365 Finance using the reports defined as Electronic Reports. In the Fixed Asset module, we have similar reports that can be used for the year end close or the auditors´ requirements.  Obtain these reports can save a lot of manual preparation because the reports include all the key information about the fixed asset transactions and their status.

Most people today know of or have heard of Power BI. Power BI is a simple software and with limited introduction you will be able to produce meaningful reports. It is then possible to dive deeper into the software and create very complex and beautiful reports, again with limited effort. This is one of the things I really enjoy with Power BI. It is an extremely powerful visualization tool.

In D365 Finance it’s possible to define mandatory fields for all the users in an existing form without development required, for example, for the users that will create vendors in the vendor master, modify the form to have all the required fields defined as mandatory by default to avoid errors and missing information.

Power BI is built up with a similar layout to Microsoft other products and when you open a power BI desktop session you will have the following 7 modules:

Cittros has a long-standing focus on the professional services industry. Our team understands the requirements of professional services organizations and the environment in which they operate, allowing us to deliver significant value to your business.

Why you should invest in solution audits

Cittros performs solution governance and performance reviews on behalf of Microsoft and directly for Microsoft Dynamics AX/D365 ERP clients.

Power BI is one of the biggest and most popular BI tools today and it is a central part of many companies’ business intelligence toolbox. Therefore, it is essential to integrate your ERP solution with your Power BI. This post will explore the method for retrieving D365FO data from Azure Data Lake.

We can generate from D365 Finance some standard reports really useful, printed in Excel with the required format for using during the month closing and even generate it for the internal audits.

There are two key reports in General Ledger that I recommend you configure and use it for your month closing or daily validations, let's see the details about the required setup and how to generate it.

Today, Microsoft Dynamics AX and D365 are gaining a continuously larger share in the ERP market for large, international enterprises. The complexity of implementing a new ERP system or upgrading an older version of Microsoft Dynamics in such multi-country organizations is not a challenge to be taken lightly. Although AX/D365 provides the functionality, stability and flexibility to support large enterprises, without having the right team, cost estimate, and time-to-deployment, the entire implementation process can quickly spin out of control.

Working within the area of business applications, such as Microsoft D365, keeps you on your toes all the time. New versions, multiple new features, unpredictable market changes year after year. On top of all these challenges, new approaches and methodologies emerge to challenge us as Microsoft solution partners on how we deliver the best solution for our customers. At Cittros, we constantly adapt to changes as well.

The latest wave of changes in managing D365 implementation projects, builds on concepts from lean-agile frameworks. In the world of Microsoft and D365, this typically means using Azure DevOps to manage the continuous stream of new features, like Power BI, Common Data Storage and new updates versions, dual-write, etc. We, at Cittros are still focused on our customers’ requirements. We keep the solution as closely tied in with the latest version from Microsoft, ensuring that no opportunities are missed – but also that no unnecessary hurdles are introduced. Azure DevOps serves as a tool and a way of working when we track progress on our joint journey. Leaving you to focus on how your organization adapt to future business processes and deliver on promise.

We put our long experience of working within Finance, Retail, Warehouse Management and Supply Chain into the equation as we move along. Using an approach for continuous deliveries and improvements we stay flexible, yet predictable. We have wrapped it up in a tailored, lean-agile approach to ensure a high-quality, continuous delivery. We call it Agility-on-Demand. We even used Azure DevOps and Agility-on-Demand to deliver our own solution, Contract Management by Cittros.

If you are about to embark on your own journey of upgrade to D365, please do not hesitate to contact us, should you wish an informal introduction to how we work.

When I was asked to record a session for DynamicsCon, I felt it was no big deal. However, as the timeslot for my recording approached, it was all I could think about. Was I prepared? Was everything working as it should? I started thinking about what I can do to make sure I was prepared and here are my tips I would like to share with you.

Great consultancy is all about knowing and understanding a client’s business, as well as ability to reimagine their business processes in the context of Dynamics AX/D365 features and modules.