Project Operations & Field Service
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,…
Read MoreDynamics 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…
Read MoreFixed-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…
Read MoreFixed-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…
Read MoreMicrosoft 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…
Read MoreMulti-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…
Read MoreGlobal Number Sequences for Vendors & Customers in Dynamics 365
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…
Read MoreDynamics 365 for Finance & Supply Chain – Punch Clocks for Projects
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…
Read MoreThe Genesis of Dynamics 365 Asset Leasing
How do I classify this lease??? Is it a finance lease or an operating lease? What do I need to record on my books? The latest pronouncements have me so confused. I know what to do, I’m going to ask Dynamics 365 Asset Leasing to help me figure this one out. One lease, two lease,…
Read MoreUtilizing Audit Cases for Procurement Compliance in Dynamics 365
Many companies do not have the time or resources to spend on internal controls. With D365’s impressive functionality, every single transaction can be tracked from the time and date it was posted down to the user that posted it. Companies are given incredible insight that can be used to create efficiencies and strengthen their internal…
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