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.

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!!

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.

Introduction: 
Welcome to our latest blog post where we delve into the world of Accrual Schemes within Dynamics 365 Finance and Operations (D365FO). This topic is crucial for anyone involved in financial management, as understanding, and effectively utilizing accrual schemes is key to accurately representing a company's financial health. Today, we're excited to share a powerful trick that will not only simplify working with accruals in D365FO but also enhance your overall financial oversight. Let's get started! 

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.

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.

Often, we are witnesses or the error message: “Voucher XXX is already used as of date XXX.”

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.