Category: Dynamics 365 Finance and Operations
-
The Essential Data Setup for Master Planning in Dynamics 365 Supply Chain Management
Master Planning in Dynamics 365 Supply Chain Management relies heavily on quality master data. The efficiency of Planning Optimization is diminished without proper configuration, leading to inaccuracies. Key data elements include item coverage, master plans, accurate lead times, warehouse data, demand forecasting, and calendars. Ensuring data integrity is vital for effective planning.
-
How the Microsoft Business Process Catalog Strengthens Any Dynamics 365 Implementation
When organizations begin a Dynamics 365 implementation, one of the earliest challenges they face is defining business processes clearly and consistently. This is where the Microsoft Business Process Catalog (BPC) becomes a powerful accelerator. Far more than a reference list, the BPC is a structured, end‑to‑end framework that helps teams scope, design, and deliver Dynamics…
-
Unlocking the Power of the Microsoft Business Process Catalog
Digital transformation succeeds when organizations deeply understand their business processes and align them with the capabilities of the technologies they adopt. For teams working with Microsoft Dynamics 365 and the Power Platform, the Microsoft Business Process Catalog serves as a cornerstone of this alignment. It brings clarity, consistency, and structure to process‑driven design, enabling organizations…
-
Choosing Between Advanced Warehouse Management and Basic Warehousing in Dynamics 365 Supply Chain
If you’re implementing or optimizing Dynamics 365 Supply Chain Management, one of the most important early decisions you’ll make is whether to use Advanced Warehouse Management (AWMS) or stick with the platform’s Basic Warehousing capabilities
-
Using Dynamics 365 Finance Data in Copilot Studio
Imagine being able to build a copilot that uses your Dynamics 365 data. In this video I will show you a simple example of connecting your Dynamics 365 Finance data with a copilot and be able to ask it various questions. This is a simple example to get you started, but this unlocks a lot…
-
A look at the new inventory on-hand mobile app for Dynamics 365 Supply Chain
There is a new way to view inventory in your Dynamics 365 Supply Chain environment. Microsoft has released a new canvas app that allows a user to inquire into inventory on hand within Dynamics 365.
-
Adding Copilot help and guidance to Dynamics 365 Finance and Supply Chain
Microsoft is creating a lot of new functionality around Copilot. This includes Finance and Supply Chain Apps. What we will look at today is how to enable Copilot in D365 for help and guidance purposes.
-
How to log field changes in D365 Finance and Supply Chain
There are times when data changes we need to keep a record of those changes. Dynamics 365 is a good option if you have specific fields where changes to those fields needs to be logged.
-
Dynamics 365 Filtering by tracking dimension in Released Products
The other day I went into released products and wanted to see which items were batch controlled. In the grid I was going to add the tracking dimension field, but it wasn’t available for the grid. I thought all was lost, but was able to figure it out.
-
Automatic Posting Default Descriptions
A setup that is extremely helpful, but sometimes overlooked is the default descriptions for automatic posting. Without this setup when looking at ledger postings its difficult to determine where the posting came from.