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12 min read

Azure IoT Intelligence for Supply Chain - Downtime scenario

IoT devices are typically made up of a circuit board with sensors attached that use WiFi to connect to the internet and to to send data...

4 min read

Approvals in Microsoft Teams

Agenda: 1. Overview 2. Internal Educational Assistance Approvals via Teams 3. D365FO PO approval via Teams Approval Application 1....

1 min read

Moving Security Configurations and Assignment Between Environments

To move custom security roles as well as security assignment and legal entity security role restrictions from one environment to another,...

14 min read

Increased warehouse efficiency for small order operations via system-directed cluster picking

Cluster picking in Dynamics 365 for Finance and Operations aids to more efficiencies for small order picking operations. System-directed...

2 min read

Copy into legal entity data projects (DMF) - Onboarding of new companies

Often, ERP implementations cover multiple legal entities such as for example holding companies, subsidiaries and/or franchisees that...

1 min read

Intercompany Purchase order/Sales order for Fixed Assets

Scenario: Intercompany sale of machine as inventory/purchase as fixed asset: Fixed Asset Parameter setup: Intercompany vendor for USMF in...

3 min read

TMS - Routing and Hubs

Configuration for Route Scheduling Navigation paths: Transportation Management > Setup > Routing > Hub types Hub types are setup to...

5 min read

Purchase requisition workflow: Multi-tier delegation of authority by spending limits

Situation: Client "Segurado Industries" has 100+ Legal Entities with 8 managerial levels (DOA) and currently approvals are processed...

1 min read

Multi threaded data imports

This article will address multi threaded data import. You can configure such under framework parameters/Entity settings which can be...

2 min read

Bottom-up approach for security configurations - Leveraging task recordings and BPM for analysis

Create and configure a UserID with no security role assigned: (one role without security access is required for analysis) Navigate to BPM...

5 min read

Regression Suite Automation Tool (RSAT) - Components and Usage

Overview Task recorder, Lifecycle services (LCS) – Business process modeler (BPM), Azure DevOps (ADO) – Test plans, Remote Server...

2 min read

AP Invoicing - Invoice matching & Validation

Navigation path: Accounts payable/Purchase Orders/All Purchase orders Accounts payable are liabilities due to a creditor when an...

1 min read

Create & manage misc. charges and auto charges

Navigation path: Procurement and Sourcing/Setup/Charges/Charge code Procurement charges codes allow a user to maintain charges...

1 min read

AR Invoice - Invoice vs. Free Text Invoice

Navigation path: Accounts receivable/Sales orders/All Sales orders Accounts receivable are liabilities due by a customer when an...

5 min read

Demand Forecasting Configurations And Process Flow

Demand forecasting options: -Based on historical transactions (loaded via DMF in staging table) Example: New product that was maintained...

5 min read

Custom Security Roles And Moving Custom Security Configurations Between Environments

Throughout my career as a consultant, clients frequently brought up the requirement of using custom security configurations and moving...

2 min read

Sales orders And Its Status

Navigation path: Sales and Marketing/Sales orders/All Sales orders A sales order is a working/source document that represents an...

6 min read

General Ledger configurations

General Information Navigation path: General Ledger The General ledger is leveraged to define and to manage a legal entity’s financial...

8 min read

Understanding Product Information Management - Product/Released Product vs. Product master/variant

In order to procure and sell items as well as track inventory, a product record is required. Dynamics 365 for Finance and Operations...

1 min read

Vendor returns

Navigation path: Procurement and sourcing/Purchase orders/All Purchase orders There may be a business scenario where the received...