--- title: Cittros Insights | Finance (3) description: Finance | Cittros Insights (3) --- [![cittros_white_200](https://www.cittros.com/hs-fs/hubfs/LOGO%20CITTROS/cittros_white_200.png?width=200&height=39&name=cittros_white_200.png) ![cittros_regular_200x40](https://www.cittros.com/hs-fs/hubfs/LOGO%20CITTROS/cittros_regular_200x40.png?width=200&height=39&name=cittros_regular_200x40.png) ](https://www.cittros.com) [**](https://www.cittros.com/insights/tag/finance/page/3#tmpmodule_1568761248550301) ** ###### 2 min read ## [How to share a workspace](https://www.cittros.com/insights/how-to-share-a-workspace) By [Daniela Arsovska](https://www.cittros.com/insights/author/daniela-arsovska) on 06 October 2023 [![](https://www.cittros.com/hubfs/analysis-3782319_1280.jpg) ](https://www.cittros.com/insights/how-to-share-a-workspace) In this fourth and last article for [creation of workspace](https://www.cittros.com/insights/creating-a-workspace-in-d365) we are going to explain how to share the workspace.  ###### Topics: [Finance](https://www.cittros.com/insights/topic/finance) [D365FO](https://www.cittros.com/insights/topic/d365fo) [Workspace](https://www.cittros.com/insights/topic/workspace) ###### 3 min read ## [Add list and link to the workspace](https://www.cittros.com/insights/add-list-and-link-to-the-workspace) By [Daniela Arsovska](https://www.cittros.com/insights/author/daniela-arsovska) on 29 September 2023 [![](https://www.cittros.com/hubfs/charts-6246450_1280.png) ](https://www.cittros.com/insights/add-list-and-link-to-the-workspace) This is the third article in the series of articles about how to create workspace and share the workspace.   ###### Topics: [Finance](https://www.cittros.com/insights/topic/finance) [D365FO](https://www.cittros.com/insights/topic/d365fo) [Workspace](https://www.cittros.com/insights/topic/workspace) ###### 2 min read ## [Adding tiles to new workspace](https://www.cittros.com/insights/adding-tiles-to-new-workspace) By [Daniela Arsovska](https://www.cittros.com/insights/author/daniela-arsovska) on 22 September 2023 [![](https://www.cittros.com/hubfs/graph-6249046_1280.png) ](https://www.cittros.com/insights/adding-tiles-to-new-workspace) In our [previous article](https://www.cittros.com/insights/creating-a-workspace-in-d365), 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](https://www.cittros.com/insights/topic/finance) [D365FO](https://www.cittros.com/insights/topic/d365fo) [Workspace](https://www.cittros.com/insights/topic/workspace) ###### 3 min read ## [Creating a workspace in D365](https://www.cittros.com/insights/creating-a-workspace-in-d365) By [Daniela Arsovska](https://www.cittros.com/insights/author/daniela-arsovska) on 15 September 2023 [![](https://www.cittros.com/hubfs/graph-6249047_1280.png) ](https://www.cittros.com/insights/creating-a-workspace-in-d365) 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](https://www.cittros.com/insights/topic/finance) [D365FO](https://www.cittros.com/insights/topic/d365fo) [Workspace](https://www.cittros.com/insights/topic/workspace) ###### 2 min read ## [Journal control in Dynamics 365 Finance and operations](https://www.cittros.com/insights/journal-control-in-dynamics-365-finance-and-operations) By [Daniela Arsovska](https://www.cittros.com/insights/author/daniela-arsovska) on 01 September 2023 [![](https://www.cittros.com/hubfs/control-3312757_1280.png) ](https://www.cittros.com/insights/journal-control-in-dynamics-365-finance-and-operations) 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](https://www.cittros.com/insights/topic/finance) [D365FO](https://www.cittros.com/insights/topic/d365fo) ###### 2 min read ## [Financial tags for journals](https://www.cittros.com/insights/financial-tags-for-journals) By [Clara Seijo Blanque](https://www.cittros.com/insights/author/clara-seijo-blanque) on 25 August 2023 [![](https://www.cittros.com/hubfs/Knowledge%20base/tags-gf712a7b8a_1280.png) ](https://www.cittros.com/insights/financial-tags-for-journals) A few months ago we [discover ](https://www.cittros.com/insights/financial-tags-discovering)the new functionality included in Microsoft Dynamics 365 Finance, Financial Tags, and as I was expecting this great tool is growing, nice!! ###### Topics: [Finance](https://www.cittros.com/insights/topic/finance) [D365FO](https://www.cittros.com/insights/topic/d365fo) ###### 2 min read ## [Assigning any workflow to a position hierarchy](https://www.cittros.com/insights/assigning-any-workflow-to-a-position-hierarchy) By [Daniela Arsovska](https://www.cittros.com/insights/author/daniela-arsovska) on 28 July 2023 [![](https://www.cittros.com/hubfs/silhouettes-g767453937_1280.jpg) ](https://www.cittros.com/insights/assigning-any-workflow-to-a-position-hierarchy) 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](https://www.cittros.com/insights/topic/finance) [D365FO](https://www.cittros.com/insights/topic/d365fo) [D365 Supply Chain Management](https://www.cittros.com/insights/topic/d365-supply-chain-management) [Workflows](https://www.cittros.com/insights/topic/workflows) ###### 2 min read ## [Workflow item delegation](https://www.cittros.com/insights/workflow-item-delegation) By [Daniela Arsovska](https://www.cittros.com/insights/author/daniela-arsovska) on 21 July 2023 [![](https://www.cittros.com/hubfs/passport-g007054bb8_1280.jpg) ](https://www.cittros.com/insights/workflow-item-delegation) 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](https://www.cittros.com/insights/topic/finance) [D365FO](https://www.cittros.com/insights/topic/d365fo) [D365 Supply Chain Management](https://www.cittros.com/insights/topic/d365-supply-chain-management) [Workflows](https://www.cittros.com/insights/topic/workflows) ###### 2 min read ## [How to select the best billing approach](https://www.cittros.com/insights/how-to-select-the-best-billing-approach) By [Clara Seijo Blanque](https://www.cittros.com/insights/author/clara-seijo-blanque) on 14 July 2023 [![](https://www.cittros.com/hubfs/2023-06-26_13-57-14.jpg) ](https://www.cittros.com/insights/how-to-select-the-best-billing-approach) 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](https://www.cittros.com/insights/topic/finance) [D365FO](https://www.cittros.com/insights/topic/d365fo) ###### 1 min read ## [Batch job error after moving to version 10.0.34](https://www.cittros.com/insights/batch-job-error-after-moving-to-version-10.0.34) By [Vladimir Danoski](https://www.cittros.com/insights/author/vladimir-danoski) on 12 July 2023 [![](https://www.cittros.com/hubfs/404-error-gb9e78427e_1280.png) ](https://www.cittros.com/insights/batch-job-error-after-moving-to-version-10.0.34) 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](https://www.cittros.com/insights/topic/finance) [D365FO](https://www.cittros.com/insights/topic/d365fo) [ALM](https://www.cittros.com/insights/topic/alm) [All posts](https://www.cittros.com/insights/all) ### Posts by Tag - [D365FO (82)](https://www.cittros.com/insights/tag/d365fo) - [Finance (50)](https://www.cittros.com/insights/tag/finance) - [PowerBI (18)](https://www.cittros.com/insights/tag/powerbi) - [D365 Supply Chain Management (15)](https://www.cittros.com/insights/tag/d365-supply-chain-management) - [D365 Commerce (14)](https://www.cittros.com/insights/tag/d365-commerce) - [Retail (12)](https://www.cittros.com/insights/tag/retail) - [Reporting tuesdays (9)](https://www.cittros.com/insights/tag/reporting-tuesdays) - [Insider (8)](https://www.cittros.com/insights/tag/insider) - [Reporting (8)](https://www.cittros.com/insights/tag/reporting) - [AI (6)](https://www.cittros.com/insights/tag/ai) - [Workspace (5)](https://www.cittros.com/insights/tag/workspace) - [Azure (4)](https://www.cittros.com/insights/tag/azure) - [POS (4)](https://www.cittros.com/insights/tag/pos) - [Artificial intelligent (3)](https://www.cittros.com/insights/tag/artificial-intelligent) - [Copilot (3)](https://www.cittros.com/insights/tag/copilot) - [ALM (2)](https://www.cittros.com/insights/tag/alm) - [BPA (2)](https://www.cittros.com/insights/tag/bpa) - [Business Performance Analytics (2)](https://www.cittros.com/insights/tag/business-performance-analytics) - [DAX (2)](https://www.cittros.com/insights/tag/dax) - [Machine learning (2)](https://www.cittros.com/insights/tag/machine-learning) - [Power Platform (2)](https://www.cittros.com/insights/tag/power-platform) - [Workflows (2)](https://www.cittros.com/insights/tag/workflows) - [DynamicsCon (1)](https://www.cittros.com/insights/tag/dynamicscon) - [Excel (1)](https://www.cittros.com/insights/tag/excel) - [Fabric (1)](https://www.cittros.com/insights/tag/fabric) - [OCR (1)](https://www.cittros.com/insights/tag/ocr) - [Outlook (1)](https://www.cittros.com/insights/tag/outlook) - [PowerApps (1)](https://www.cittros.com/insights/tag/powerapps) - [RSAT (1)](https://www.cittros.com/insights/tag/rsat) [See all](https://www.cittros.com/insights/tag/finance/page/3#) ### Subscribe for our insights [**](https://www.linkedin.com/company/cittros) [![cittros_white_200x40](https://www.cittros.com/hs-fs/hubfs/LOGO%20CITTROS/cittros_white_200x40.png?width=100&height=19&name=cittros_white_200x40.png "cittros_white_200x40")](https://www.cittros.com) Copyright © 2025 Cittros **