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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...
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