A Look at D365 Project WIP Reporting: Budget vs. Actual

In our past virtual session, “A Look at D365 Project WIP Reporting: Budget vs. Actual” with Judi Irion, we dove into the options for managing budgets in Dynamics AX/365 Project Management and Accounting. We also explored solutions for tracking project WIP reporting for service-oriented organizations, focusing on comparing budgeted versus actual hours and amounts. Additionally,…

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Dynamics 365 Field (Service) of Dreams

Earlier this year, I watched the MLB game between the New York Yankees and the Chicago White Sox on the “Field of Dreams” field in Iowa. This got me thinking about the perfect “pitch-catch” scenarios between Dynamics 365 Field Service and Dynamics 365 Customer Service…what brought this thinking on I’m not sure. Maybe, it was…

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Fixed-price Revenue Recognition in D365: A Guide to Success Part 2

If you’ve tuned in to Part 1 of this blog series, we discussed how we can configure the Project management and accounting module in D365 to perform project estimation and fixed-price revenue recognition. In Part 2, we will review the tools provided to perform the estimation itself and how the system will post the revenue…

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Fixed-price Revenue Recognition in Dynamics 365: A Guide to Success-Part 1

Revenue recognition is a fundamental aspect in the project management realm, and this holds true in the Project management and accounting module in Dynamics 365 Project Operations as well. In this two-part blog series, we will explore key factors to consider and best practices to follow when recognizing revenue within D365. To begin, it must…

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Let’s Talk Power Automate

opportunity sales process dynamics 365

We recently had a client request an enhancement for their Dynamics 365 Sales opportunities and quotes to include freight charges at the product line level. While standard Dynamics 365 includes freight amounts at the Opportunity and Quote levels, our solution showcased below requires extending this functionality. Using Power Automate and Dataverse (formerly CDS), we implemented…

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Microsoft is Making a Splash in Dynamics 365 and Copilot with the 2024 Release Wave 2

Brace yourself for a tidal wave of innovation!! The 2024 Release Wave 2 for Microsoft Dynamics 365 brings an abundance of new features designed to transform business operations across various applications, including Sales, Customer Service, Finance, Supply Chain Management, and more. These updates are crucial for your business, as they can significantly drive growth if…

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Multi-Factor Authentication (MFA) is Required by Microsoft for Azure Users

Microsoft has recently announced a significant security update in their latest blog post, “Microsoft will require MFA for all users in Azure” While the article touches on the changes, it doesn’t fully dive into the specifics or the broader impact it has on users. In this post, we will explore additional sources to provide an…

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The Power of Copilot in Dynamics 365 Project Operations

Managing operations efficiently is crucial for service-centric organizations. Dynamics 365 Project Operations stands out as a comprehensive solution that seamlessly integrates sales, project management, resource planning, and financials. This end-to-end approach combined with the power of artificial intelligence in Copilot ensures that companies can actively manage their projects with efficiency. Leveraging Copilot for Time Tracking…

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ERP Implementation Success: Insights from Hobart Service’s D365 Journey

Embarking on an ERP project marks a critical milestone for any organization. Once the project is greenlit, the real work begins to ensure a successful Go-live. In a past virtual session, experts from one of Ellipse Solutions customers, Hobart Service, shared invaluable insights into their Dynamics 365 ERP implementation success journey, shedding light on key…

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