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May 171 min read

Purchase Order Templates

Tip of the Day: Do you have the need to create Purchase Order Templates? Purchase order templates are useful for creating and managing...

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Welcome to the Most Valuable Professional (MVP) Program

May 11 min read

MVP

Welcome to the Most Valuable Professional (MVP) Program

AAAAHHHHHH!!!! I made it! I'm so honored to join Microsoft's MVP Program! A special thanks to André Arnaud de Calavon for nominating me...

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Apr 251 min read

Procurement and Sourcing

Procurement and Sourcing - Procurement Categories ERROR Your organization does not have a procurement category hierarchy. Set up a procurement category hierarchy in the Product information management

If you encounter an error message that says "Your organization does not have a procurement category hierarchy", don't panic. This simply mea

464 views0 comments

Apr 251 min read

Copilot

How to use Copilot to summarize a Word file

Are you a Copilot newbie like me who wants to explore its amazing features? Then you're in the right place. I'm going to share with you some

129 views0 comments

How to file the VAT 100 Report to the HRMC for the UK in a TEST environment

Apr 241 min read

Tax

How to file the VAT 100 Report to the HRMC for the UK in a TEST environment

128 views1 comment

Apr 181 min read

Podcast

Dynamic Divas Podcast

Episode #4 of #DynamicDivas is out now. Honored to host Alicia Keener, Director at RSM US LLP, based in South Carolina, United States....

21 views0 comments

Apr 111 min read

Procurement and Sourcing - Procurement Categories vs Service Items

Tip of the Day: In Microsoft Dynamics 365 Finance and Supply Chain, the decision to use Procurement Categories or Service Items when...

601 views0 comments

Apr 111 min read

Cost Management - Activate all Cost Sheet Costs at one time

Tip of the Day: In Microsoft Dynamics 365 Finance and Supply Chain, activating pending rates and surcharges on the cost sheet can be...

278 views0 comments

Head in the Cloud: Working Wise - How is Microsoft securing your data?

Mar 182 min read

Podcast

Head in the Cloud: Working Wise - How is Microsoft securing your data?

Podcast: Head in the Cloud: Working Wise - In terms of data security and compliance, what assurances does Microsoft provide.

61 views0 comments

Mar 51 min read

No New Button on the Costing Sheet Screen

Tip of the Day: If you are working with Microsoft D365 Finance and Supply Chain (D365 F&SC), you might encounter some challenges when...

249 views0 comments

Submit AP Invoice to Workflow without Accounting Distribution

Feb 281 min read

Accounts Payable

Submit AP Invoice to Workflow without Accounting Distribution

You have some pending vendor invoices for procurement categories that do not have predefined GL accounts.

1,260 views0 comments

Feb 71 min read

Procurement and Sourcing

Cost Sheet Burdened Purchase Cost

Many companies that use Microsoft D365 Finance and Supply Chain (D365 F&SC) face a challenge when it comes to accurately valuing inventory.

435 views1 comment

How to split Revenue automatically when posting a Sales Order Invoice

Jan 261 min read

Sales and Marketing

How to split Revenue automatically when posting a Sales Order Invoice

You might be interested in how to distribute revenue across different GL accounts automatically when you post a Sales Order Invoice. This mi

673 views0 comments

Jan 191 min read

How to enable and disable users using the Excel Add in

A quick and easy way to manage user access in Microsoft D365 Finance and Supply Chain (D365 F&SC) is to use the Excel Add-in.

490 views0 comments

Jan 182 min read

Database

Things to do after a database has been copied to another environment

One of the common tasks in Microsoft D365 Finance and Supply Chain (D365 F&SC) is to refresh the data in different environments.

1,330 views1 comment

Jan 162 min read

System Administration

Set the session inactivity timeout

Does your D365 session automatically log you out to frequently (or not frequently enough)? This can be frustrating or inconvenient. You can

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When running the Year-End Close Process: Retained Earnings is by Financial Dimension instead of just 1 line for Retained Earnings

Jan 102 min read

General Ledger

When running the Year-End Close Process: Retained Earnings is by Financial Dimension instead of just 1 line for Retained Earnings

It’s that time of year again where you are running the Year-End Close process, which transfers the balances of your income and expense accou

746 views0 comments

Error when running the Year-End Close Process: Total of the transactions in the year is not 0.00. Total is #####. This is a serious error. Run Check on ledger transactions.

Jan 89 min read

General Ledger

Error when running the Year-End Close Process: Total of the transactions in the year is not 0.00. Total is #####. This is a serious error. Run Check on ledger transactions.

It’s that time of year again where you’re running the Year-End Close process to get the Beginning Balances in the Trial Balance. If you hap

2,568 views1 comment