2 min read

How to share a workspace

By Daniela Arsovska on 06 October 2023

In this fourth and last article for creation of workspace we are going to explain how to share the workspace. 

Topics: Finance D365FO Workspace
3 min read

Add list and link to the workspace

By Daniela Arsovska on 29 September 2023

This is the third article in the series of articles about how to create workspace and share the workspace.  

Topics: Finance D365FO Workspace
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

Assigning any workflow to a position hierarchy

By Daniela Arsovska on 28 July 2023

In Microsoft Dynamics 365 Finance, there are multiple ways to setup workflow and sometimes it is confusing which type to use. In our everyday life we have cases where one employee needs to submit, let say his timesheet for approval to a reporting manager, but expense report to a project manager, for the specific project he is working on.

Topics: Finance D365FO D365 Supply Chain Management Workflows
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

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