Workflow Email Alert Configuration in D365 Finance and Operations
In today’s fast-paced business environment, efficient workflow management is essential for organizations to stay competitive. Workflow email alerts help organizations stay on top of important business processes by automatically notifying designated individuals when certain tasks are completed or when specific conditions are met. In this article, we will provide a...
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Dual Write (DW) – Challenges & Recommendations
Introduction – A few years ago, Dual Write (DW) was introduced with the objective of providing a reliable integration between Dynamics CRM and Dynamics Finance & SCM. The intent is in the right direction, but the execution of this vision has not been reliable. In this blog we...
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Opportunity to Sales cycle – Part 2
Introduction: A Step-by-Step Guide to Creating Opportunities and Processing Sales in Business Central Pre-requisites for creating Sales Opportunities: Create Sales Opportunities You can create opportunities from the Opportunity List page. Typically opportunities are created from a specific contact or salespeople. Globally search “Salesperson” and select related link. Select the salesperson from the...
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Opportunity to Sales Cycle – Part 1
Introduction: In this blog I will demonstrate the set ups for opportunities. The sequence for setting up opportunity to sales cycle is as follows: Opportunities: Any inbound lead could be viewed as a potential sales opportunity. You can make opportunities and link them to certain salespeople to keep track of...
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Distributing GL amounts between financial dimensions and using advanced rules to link a dimension to only one particular account
In every organization, all kinds of expenses and revenues are tracked under dimensions like cost centers, departments, employees, etc. It is often a business requirement to split expenses or incomes in fixed proportions between two or more dimensions for accurate reporting. On the other hand, it may be required to...
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Post Dated Checks in D365 Finance
While electronic methods of payment are becoming increasingly popular everywhere for quick payments, check payments are still popular across the world, especially post dated checks, which can be cashed out only after a specified date, giving them an edge over electronic payment methods. D365 Finance has a very simple process...
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Workspace Personalization in Microsoft Dynamics 365 Finance and Operations
Personalization stands as a robust feature within Microsoft Dynamics 365 Finance and Operations, significantly enhancing consultants’ and users’ experiences while interacting with the platform. Among these personalization options, the workspace stands out as a feature I routinely recommend to end-users. Its advantages span from streamlining daily business activities, time-saving capabilities,...
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Periodic Journals/Recurring Journal Entries in Dynamic 365 Finance
In any ERP, any accounting user might want to set up periodic journals on a monthly/quarterly/year basis for recording the costs of any services, like AMC charges, rents, subscription fees, etc. It can get tedious to manually create such entries every single time indefinitely. This can lead to errors and...
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Advanced & Auto Bank Reconciliation in Dynamics 365 Finance
Introduction In any accounting software, it is always important to keep track of all real-time bank transactions and record them in the ERP. Since bank transactions are booked manually in the ERP, it is necessary to ensure that the bank statements and ERP records are matched on any given date....
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How to create and add/attach a custom activity-type entity to an existing entity in Dynamics 365 CRM
Introduction Activities are tasks or sorts of homework that we as a team perform when contacting a customer for example making a phone call, making an appointment or calls, and so on. You can set the status of this activity to complete pending or in progress. For more details, please...
