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.

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:

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.

Subscription billing is a relatively new feature in Microsoft Dynamics 365 Finance and is a separate module, which also covers the old Revenue recognition module.  This module is really powerful for all types of subscriptions scenarios as we explained in this overview and example, but as we were expecting and really looking for, since the version 10.0.32 the new Subscription billing module is linked to the Project management and accounting. Finally the circle is closed, fantastic!!! 😍😍

This post will explore the setup of number sequence in Dynamics 365 (D365), and how to use Ampersand (&) in the setup of a number sequence in D365 and its limitations. First, we will delve into what number sequences are and why they are important in D365.

I love to check the every month the What's new in Dynamics 365 Finance to review the new features, modules and changes that Microsoft applies to the ERP, an one of the most expecting ones this year has been the Financial tags. I read several posts and articles about it, all super interesting and really promising, because it can be used in the financial reporting as a complement for the financial dimensions (my passion...) but you can edit the values after transactions are posted what it's not possible with the dimensions. If you want to learn more, you can check all the difference between the tags and dimensions in this link. 

After a month closing is recommended to set the ledger period to On hold, so that no further posting occurs. This is also recommended for previous year periods and future periods.

Vendor ledger accounts in Dynamics 365 Finance are based on the "Posting profiles" that determine the balance account where the transaction, based on the type of movement and vendor group, is posted.

How many times you experience, hear and read about "once you post a journal in Dynamics 365 Finance, it's not possible to change it or deleted, you need to post a voucher to reverse the entry"?? As a user this can generates a lot frustration and more when the data you need to change is internal, for example the voucher description. 

Financial reports are now an integrated feature of D365FO.The creation of reports is flexible and can include different hierarchiesof companies, which enables a view across companies.Once the reports are generated, the user can view the reports in different ways, as well as drill into the details, publish, print, and export. This article will focus on the options for export to Excel.