2 min read

Adding tiles to new workspace

By Daniela Arsovska on 22 September 2023

In our previous article, we created a new workspace for procurement supervisors. In this article we are going to explain how to add tiles to the workspace. 

Topics: Finance D365FO Workspace
3 min read

Creating a workspace in D365

By Daniela Arsovska on 15 September 2023

When collaborating with customers, there is lots and lots of data, which can be complex and confusing. Sometimes it seems impossible to organize them. But there is a way of organizing them in D365 FO. 

Topics: Finance D365FO Workspace
2 min read

Journal control in Dynamics 365 Finance and operations

By Daniela Arsovska on 01 September 2023

It can take a long time to correct mistakes that are made when journals are posted in the wrong company or the wrong ledger accounts and dimensions. D365 FO offers a great way to prevent this from happening by using journal control.

Topics: Finance D365FO
2 min read

Financial tags for journals

By Clara Seijo Blanque on 25 August 2023

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 is growing, nice!!

Topics: Finance D365FO
2 min read

Workflow item delegation

By Daniela Arsovska on 21 July 2023

We are in the period of holidays, but there is still a need to pay invoices and normal business continues. People will therefore be delegating their tasks to other people in this period. Instead of reassigning the whole workflow in D365, which will have a huge impact, you can delegate it to another person while you are on vacation, or you can delegate a workflow on another person’s behalf.

Topics: Finance D365FO D365 Supply Chain Management Workflows
2 min read

How to select the best billing approach

By Clara Seijo Blanque on 14 July 2023

Once you start to define and configure your ERP Microsoft Dynamics 365 Finance, related to customer billing, there are several different options you can use to get a similar result. You can use free text invoices as a simple billing option, sales orders if you manage inventory or even project invoices if you want to control the WIP and revenues.

Topics: Finance D365FO
1 min read

Batch job error after moving to version 10.0.34

By Vladimir Danoski on 12 July 2023

If you are a customer which is currently moving or planning to move to version 10.0.34 for Dynamics 365 F&O, you might experience the following error on your environments:

Topics: Finance D365FO ALM
3 min read

Automated testing of business processes with RSAT

By Daniela Arsovska on 07 July 2023

Regression Suite Automation Tool (RSAT) allows us to automate the validation of business processes in D365 Finance and Operations. The recordings used in RSAT are made with Task Recorder, a tool in D365, and then converted into a suite of automated tests. These automated tests are used for validation of data, elements, and business processes.

Topics: Finance D365FO D365 Supply Chain Management RSAT
4 min read

Credit & collections workspaces

By Clara Seijo Blanque on 30 June 2023

Work with the customer debt and manage all the collections has never been an easy task:  a customer agent usually controls multiple customers and every day execute several calls, emails, notes... related of each one of the invoices and contacted customers. For this reason in Microsoft Dynamics 365 Finance one of the most powerful workspaces is Customer credit and collections that includes all the information related to the customers that the agent control (customer pool) in one single place that the clerk can use for the daily work with the ability to do multiple tasks, as example:

Topics: Finance D365FO
2 min read

Product variants... finally with their own sales tax groups!!

By Clara Seijo Blanque on 23 June 2023

The use of product variants in Microsoft Dynamics 365 Finance is a must for some business' where the same product can have multiple sizes, colors, configurations... because you need to create a Product Master and assign a Product dimension group with all the options available for the product without creating the same product multiple times.

Topics: Finance D365FO D365 Commerce D365 Supply Chain Management Retail

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