I find it very annoying to have to do the extra download when I just want to open data in Excel from D365 FO. What I realized is that it has nothing to do with D365, but that Edge is so ‘helpful’ and decides to always open Excel in a browser.
Recent posts by Inga Numadottir
2 min read
Excel add-in - how to skip the extra download step
By Inga Numadottir on 20 October 2023
Topics: Finance D365FO
2 min read
Journal features - one voucher and others
By Inga Numadottir on 13 October 2023
Microsoft is planning to discontinue the feature they call ‘One Voucher’. This feature allows you to use one voucher pr. journal. This journey has already started, and new features do not respect the setup of the journal. This can cause an issue when using some of the later features, as these do not check the setup of the journals used. The result is that some journals will never be posted. I have one good example below, where setup of journal in general is not considered in split fixed asset.
Topics: Finance D365FO
6 min read
Financial reports – View and export
By Inga Numadottir on 07 April 2023
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.Once the reports are generated, the user can view the reports in different ways, as well as drill into the details, publish, print, and export. This article will focus on the options for export to Excel.
Topics: Finance D365FO Reporting
5 min read
Fixed assets – Depreciation across companies
By Inga Numadottir on 31 March 2023
When managing multiple companies, monthly tasks such as depreciation can take time. D365FO enables depreciation across multiple companies. This feature can be setup to run in batch every month, if wanted. It is also possible to add workflow and post the journals automatically once generated. This article will walk through how to configure and run depreciation across companies.
Topics: Finance D365FO
2 min read
Period close – why use it?
By Inga Numadottir on 17 March 2023
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.
Topics: Finance D365FO
7 min read
Prepayments
By Inga Numadottir on 10 March 2023
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.
Topics: Finance D365FO
4 min read
Financial reports – using default reports
By Inga Numadottir on 03 February 2023
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.
Topics: Finance D365FO Reporting
10 min read
Subscription billing (part 2)
By Inga Numadottir on 20 January 2023
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.
Topics: Finance D365FO
3 min read
Subscription billing (part 1)
By Inga Numadottir on 13 January 2023
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.
Topics: Finance D365FO
1 min read
Prepare for a video recording
By Inga Numadottir on 27 August 2020
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.
Topics: DynamicsCon
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