Dynamics 365
Collection Process automation in Microsoft Dynamics 365 finance and operations
Announcement I am thrilled to announce that after several years of writing blogs to share my expertise in Dynamics 365 Finance and Operations with the community, I am ready to embrace a new approach. As technology rapidly evolves, I...
Dynamics 365
Default accounting structure on budget register line in Microsoft Dynamics 365 finance and operations
This blog is about new feature which is available for us on budgeting module in D365 on enhancing experience on creating budget register line and populate default account structure based on Main account selected on the line. Pre-Requites: Enable feature from...
Dynamics 365
Audit Expense reports/purchase orders with specific keywords using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-4
This is the part-4 of this blog series. You can read previous blogs here: Part-1, Part-2 and Part-3 Now in this blog I will talk about the next query type which is “Keyword search”. Evaluate source documents to determine whether...
Dynamics 365
Identify/monitor high value/volume Purchase/expense lines using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-3
This the part-3 of the Audit workbench policy configuration in Microsoft dynamics 365 finance and operations. Part-1 and Part-2 In this blog I will talk about another query type “Sampling” and how it can be used for Aduit purpose. Sampling: Randomly select...
Dynamics 365
Identify high spenders expense lines using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-2
This is the next part of Audit workbench module and its policies. In the previous part we discussed about “Duplicate” query type. If you have not read the previous part, you can read here: Part-1 Now in this blog we will...
Dynamics 365
Identify duplicate invoices using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-1
In today’s blog post, we will discuss a highly significant and often overlooked feature in D365 that can provide a significant level of control for various types of documents. By leveraging audit policies, you gain the ability to evaluate expense...
Dynamics 365
[Return to customer] Disposition code for sales return order in Microsoft Dynamics 365 finance and operations: Part-4
This is the part-4 of this blog series where I am going to explain about the next disposition code “Return to customer”. If you have not read previous blogs, you can read here: Part-1, Part-2, Part-3 Return to customer disposition code:...
Finance
Account structure activation performance enhancement
Introduction Account structures in Dynamics 365 Finance use a main account and financial dimensions to create a set of rules that determine the order and allowed values when entering account numbers in transactions. Once an account structure is defined, it...
Dynamics 365
[Scrap and Replace] Disposition code for sales return order in Microsoft Dynamics 365 finance and operations: Part-3
This is the Part-3 of this Disposition code for sales return order. You can view Part-1 and Part-2 Here. Now in this part I am going to talk about next disposition action which is Scrap and Replace, This disposition code...
Dynamics 365
[Scrap] Disposition code for sales return order in Microsoft Dynamics 365 finance and operations: Part-2
This is the Part-2 of the sales return order series where we are talking about disposition codes and its impact on inventory and financials. If you have not visited Part-1, the click here to read. Now in this blog we are...
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The Total Economic Impact of Microsoft Teams as a Platform
Today, businesses seeking to improve efficiency and deliver on customer commitments are instead struggling with the challenge of stand-alone...