When dealing with journals that have a lot of data lines, the best way to manage it is by opening the journal lines in Excel. Dynamics 365 Finance and Operations (D365 FO) provides this functionality, which is incredibly useful. However, frequently, the standard templates need adjustments to meet specific business requirements.
4 min read
Modification of Excel templates in D365 FO
By Daniela Arsovska on 19 January 2024
Topics: Finance D365FO D365 Supply Chain Management
1 min read
Vendor on hold for payment
By Daniela Arsovska on 12 January 2024
I am sure many of you have been in this situation where you want to block a vendor, but not fully block him.There are a few different ways and a few different reasons why we want to put vendor on hold. Let us assume we have not received the required quantity and quality from our vendor, so we decided to put the payment for this vendor on hold.
Topics: Finance D365FO D365 Supply Chain Management
5 min read
Recurring AP invoices
By Clara Seijo Blanque on 05 January 2024
Topics: Finance D365FO D365 Supply Chain Management
3 min read
Temporary voucher number in D365 Finance
By Daniela Arsovska on 15 December 2023
Often, we are witnesses or the error message: “Voucher XXX is already used as of date XXX.”
Topics: Finance D365FO D365 Supply Chain Management
2 min read
Generate payments from bank statement and reconciliation
By Clara Seijo Blanque on 08 December 2023
In the new version of Dynamics 365 Finance 10.0.37 available this November 2023 there is an interesting new feature, in preview, called "Generate customer and vendor payments from bank statement and reconciliation". it sounds very helpful to generate, directly from the bank reconciliation form the customer or vendor transactions included in the bank statement of the bank that have not been posted in the system yet.
Topics: Finance D365FO
2 min read
Use of Microsoft's Application Insights in D365 Finance
By Daniela Arsovska on 01 December 2023
Do you wonder how the app you created is doing? In our digital world, making sure applications work smoothly is super important. Applications do all sorts of jobs, like helping businesses, serving customers, and automating tasks. As apps become fancier, we need better ways to watch over them and fix problems. That is where Microsoft's Application Insights comes to the rescue.
Topics: Finance D365FO Artificial intelligent AI Reporting
6 min read
Application Lifecycle Management Described: Building Software is Like Building a House
By Mads Bender on 29 November 2023
Introduction:
Topics: D365FO D365 Commerce D365 Supply Chain Management ALM
2 min read
New feature: Bulk edit in grid
By Daniela Arsovska on 24 November 2023
I bet that every one of us has had a request from our customers to change the value in some field for a group of vendors, or a Purchase order line. Then we needed to open each record one by one and make this change. The request may be a change of mode of delivery for given PO lines or change of vendor group for given vendors. And this is all time consuming.
Topics: Finance D365FO D365 Supply Chain Management
3 min read
Advanced Data Transformation Techniques in Power BI
By Mads Bender on 21 November 2023
Welcome to another Reporting Tuesday blog post! Are you ready to unlock the full potential of Power BI with advanced data transformation techniques? Whether you're an intermediate user or on your way to becoming an advanced one, this article is tailored for you. Let's dive into the heart of effective reporting and analysis in Power BI.
Topics: D365FO PowerBI Reporting tuesdays Reporting
1 min read
Approve posting with matching discrepancies
By Daniela Arsovska on 10 November 2023
Have you ever been stuck with errors on matching invoice and purchase order?' in this article we will show you how to resolve matching discrepancies.
Topics: Finance D365FO D365 Supply Chain Management
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