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Category: Dynamics 365 Enterprise ERP

Dynamics 365 Finance month-end close dashboard with reconciliation and approval workflows

Dynamics 365 Finance Month-End Close: Why Manual Review Processes Eat Three Weeks of Your Finance Team’s Time

Your CFO expects the month-end close to take five business days. Your finance team knows it will take at least three weeks, if nothing breaks. Neither estimate is wrong, but
Finance systems analyst reviewing Dynamics 365 tax configuration data on a monitor

Dynamics 365 Tax Calculation Migration Gets an Automated Tool. It Still Needs a Reviewer.

A finance solution architect I spoke with recently put the choice in blunt terms: her team’s Sales Tax configuration has worked reliably for nine years, and nobody wants to touch
IT operations manager reviewing an asset health and sensor monitoring dashboard in a manufacturing control room

IoT Intelligence Is Out in Dynamics 365 Asset Management. Sensor Data Intelligence Moves the Azure Bill to You.

An IT director running Dynamics 365 Supply Chain Management for a mid-size manufacturer recently got a message she wasn’t expecting: the IoT feature her maintenance team had been quietly piloting
Finance professional reviewing a general ledger reconciliation dashboard with matched and unmatched transaction indicators

Financial Tags Finally Cover Purchase Order Invoicing in D365 Finance 10.0.49. Ledger Settlement Still Won’t Match Half of Them.

A controller running month-end reconciliation on a clearing account in Dynamics 365 Finance has a specific, recurring headache: the debit side of a transaction carries a purchase order number as
Resource manager reviewing a project scheduling timeline with time zone indicators on a large office display

Time Zone-Agnostic Resource Planning Fields Reached GA in Project Operations. Extend Booking Still Isn’t Automatic.

A resource manager in Chicago books a developer in Manila for a two-week sprint starting Monday at 9 a.m. The booking looks correct in the schedule board. Three weeks later,
Quality assurance manager reviewing a batch record on a tablet on a regulated manufacturing production line

Same-Batch Enforcement Arrives in Dynamics 365 Production. It Doesn’t Close the Compliance Gap Alone.

A quality director at a mid-size nutraceutical manufacturer got a call last spring that no one wants to take: an FDA investigator, working through a customer complaint, asked for the
Finance manager reviewing a vendor payment and cash flow dashboard on office monitors

Accounts Payable Settlement Priority Is Now On by Default in Dynamics 365 Finance. It Solves a Narrower Problem Than It Sounds.

A controller at a mid-market distributor recently asked her Dynamics 365 partner a reasonable question: now that accounts payable settlement priority is on by default in the 10.0.49 update, does
Finance controller reviewing a recurring billing schedule dashboard on a laptop

Project Operations Subscription Billing Is Live, But Not for Every Deployment

A finance director at a mid-size systems integrator called her Microsoft partner last week with a simple question: can we finally bill our managed services retainers automatically instead of re-keying
Warehouse operations supervisor reviewing an automated work routing dashboard on a wall-mounted screen in a distribution center

Dynamic Work Classification Rules Are Now On by Default. Your Warehouse Templates Still Need a Rewrite.

A client I spoke with last month runs three distribution centers and had built twenty-two separate work templates just to route outbound work by carrier, shipping deadline, and pick zone.
Project accountant reviewing a vendor invoice reconciliation dashboard for subcontractor cost matching

Subcontractor Vendor Invoice Matching Is GA in Project Operations. Ten Silent Fields Decide If It Works.

A project controller at a mid-size engineering firm spends the third week of every month reconciling subcontractor invoices against timesheets in a spreadsheet, because the vendor invoice that lands in