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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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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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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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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Dynamics 365 – Vendor Demographics

dynamics 365 vendor search

Today’s post focuses on tracking and reporting Vendor Demographics in Dynamics 365 Finance and Dynamics 365 Supply Chain. This functionality typically becomes more relevant for Dynamics deployments dealing with a lot of customers engaged in government, military or enterprise level contracts.  Many such contracts require tracking of vendors based on their demographics.  A number of…

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Global Number Sequences for Vendors & Customers in Dynamics 365

new record vendor d365

A recent client inquiry regarding a requirement to share selected vendors between legal entities within Dynamics 365 Finance and Supply Chain spurred discussions on formalizing the process of setting up global Number sequences.  The client had the same vendor list across companies in AX 2009. However, the requirement in D365 is to have the list…

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Dynamics 365 for Finance & Supply Chain – Punch Clocks for Projects

project activities dynamics 365 punch clock

In Dynamics 365, The Time and Attendance solution is known for being used in general attendance tracking, in conjunction with manufacturing implementations, in order to record worker jobs and clock in/outs. However, its availability with Projects within D365 is often overlooked. This post focuses on how this functionality can be utilized for project worker’s clock…

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