Working with multiple legal entities in Microsoft Dynamics 365 Finance can involve a high effort during the configuration of the system and once the project is live, if in the support phase is required to create new parameters/configuration in multiple entities.
2 min read
Cross Company Data sharing in Dynamics 365 Finance
By Clara Seijo Blanque on 19 July 2024
Topics: Finance D365FO D365 Supply Chain Management
5 min read
Invoice capture in Dynamics 365 Finance
By Clara Seijo Blanque on 12 July 2024
The Accounts Payable departments spend part of their time processing vendor invoices: collect the invoices from the post mail or email, create the invoices in the system, start the approval process and post the invoices for future payment.
Topics: Finance D365FO OCR AI Machine learning
2 min read
Foreign currency revaluation improvements
By Clara Seijo Blanque on 05 July 2024
Working with multiple currencies means that, at the end of the month, is required to run the Foreign Currency Revaluation process for open vendor transactions (AP), open customer transactions (AR), bank balances and ledger balances.
Topics: Finance D365FO
6 min read
Intercompany timesheets setup and process
By Clara Seijo Blanque on 28 June 2024
In the actual scenario with a super globalized world and with the teleworking becoming more and more common, each time is more often that resources from a company are decentralized and working from different locations in the same global projects.
Topics: Finance D365FO
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
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