2 min read

Customer engagement in Dynamics 365 Commerce

By Daniela Arsovska on 21 June 2024

In this article we are providing an overview of customer engagement strategies within Dynamics 365 Commerce for retailers. The illustration below gives an overview of the main points regarding the system's capabilities:

Topics: D365FO D365 Commerce Retail
2 min read

Manage store inventory in Dynamics 365 Commerce

By Daniela Arsovska on 14 June 2024

Managing store inventory in Dynamics 365 Commerce is essential for efficient operations and customer satisfaction. Dynamics 365 Commerce offers various capabilities to manage store inventory effectively, such as replenishment, inbound and outbound operations, stock counts, and inventory lookup features. Let us delve into the key points: 

Dynamics 365 Commerce utilizes the warehouse entity to oversee and manage physical inventory at each fulfillment location, whether it is a distribution center or a brick-and-mortar store.

Topics: D365FO D365 Commerce Retail
3 min read

Copilot for Finance in Outlook

By Daniela Arsovska on 03 May 2024

In our previous article we explained how to use Copilot for Finance in Excel, now we are going to dive into Copilot for Finance in Outlook. As we mentioned before in our previous article, Copilot for Finance and Outlook are now integrated. This means we can reply and write new emails straight from Copilot for Finance. It can save us time and make us more accurate in our answers. Let us dive into writing a new email using Copilot. 

Topics: D365FO Copilot Outlook AI
3 min read

Excel reconciliation with Copilot for Finance

By Daniela Arsovska on 26 April 2024

Microsoft has this new tool called Microsoft Copilot for Finance. It is designed to make life easier for finance teams by automating the boring stuff and giving them smart tips right within the apps they are already using every day, like Excel and Outlook. This new feature is part of Microsoft 365, and it is smart enough to collaborate with your company's financial systems, like Dynamics 365. With Copilot for Finance, you can automate tasks, get suggestions on what to do next, and make better decisions without wasting any time.

Topics: Finance D365FO Copilot Excel AI
4 min read

Configure omnichannel prerequisites in Dynamics 365 Commerce - Part 2

By Daniela Arsovska on 12 April 2024

In this article we are going to explain how to configure a retail warehouse, one of remaining components of the omnichannel in D365. In the previous post, we explain how to do the setup for Initializing Seed Data, Commerce Parameters and Distribution Schedules. Here we will continue with configuration of the warehouse.

Topics: D365FO D365 Commerce
4 min read

Setting up Omnichannel in Dynamics 365 Commerce - Step by step Part 1

By Daniela Arsovska on 05 April 2024

Before you dive into setting up your online store or other sales channels, or before you get your Dynamics 365 Commerce rolling, there are some basic things you have got to do first. Here's what you need to sort out:

Topics: D365FO D365 Commerce Retail
4 min read

Dynamics 365 Commerce - channel types

By Daniela Arsovska on 29 March 2024

Dynamics 365 Commerce is cool for shoppers because it lets you buy stuff whenever and wherever you want, on any device, and this works both online and if you walk into a store.

Topics: D365FO D365 Commerce Retail
7 min read

Exploring D365 Commerce – A Gateway to Unifying Commerce

By Daniela Arsovska on 15 March 2024

We are welcoming you to our series of eleven articles on Dynamics 365 Commerce, where we dive into the world of modern retail and business management. In this first article, "Exploring D365 Commerce," we will introduce you to the importance of Dynamics 365 Commerce today.  This article will be followed up by these ten other articles: 

  • How to connect Retail CPOS to a hardware station (activation) 

  • Dynamics 365 Commerce channels  

  • Setting up Omnichannel in D365 Commerce 

  • Configure omnichannel prerequisites in D365 Commerce  

  • Dynamics d365 Commerce Payment methods  

  • Setup PayPal  

  • Configure mode of delivery  

  • Configure info codes 

  • Manage channel inventory 

  • Customer engagement in d365 

In today's world, where customers expect more, Dynamics 365 Commerce has tried to create a complete omnichannel solution. It combines the operations of the back-office, physical stores, call centers, and online storefronts.

Topics: D365FO D365 Commerce Retail
3 min read

Financial tags for Sales Order

By Clara Seijo Blanque on 08 March 2024

A few months ago we discover the new functionality included in Microsoft Dynamics 365 Finance, Financial Tags, and as I was expecting this great tool, after been included in journals, is growing, nice!!

Topics: Finance D365FO
2 min read

Marked Transaction Detail form in Microsoft Dynamics 365 Finance and Operations

By Daniela Arsovska on 23 February 2024

Sometimes you or your client have encountered a bit of a hiccup when creating an Accounts Payable Payment Journal, specifically running into an error that states: "This transaction has been marked for settlement by AP payment.” No worries, in this article I will guide you through a straightforward process to resolve this.

Topics: Finance D365FO D365 Supply Chain Management

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