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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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 Supply Chain – Creating a Backorder Intentionally

dynamics 365 sales order update backorder

Backorders often carry a negative connotation, conjuring images of delays and dissatisfied customers. However, when managed strategically, a backorder can present an opportunity to exceed customer expectations by providing timely solutions. In this post, we’ll explore a scenario where the goal is to deliver the main product to the customer as promptly as possible, even…

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The Genesis of Dynamics 365 Asset Leasing

Form in D365 to add a lease

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,…

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Utilizing 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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The Latest News in Microsoft Dynamics Service Update Availability

Delivering predictable Dynamics 365 service updates to their users is one of Microsoft’s main focuses. Over the last 5 years, Microsoft has decreased the updates pace from 12 to 8 to 7 to 4 releases per year. These updates are available both for “manual” self-deployment before or automatically applied by Microsoft. One of the key…

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Setting up PowerApps Canvas with Dynamics 365 Data

data canvas app powerapps

In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…

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Dynamics 365 Cash Flow Forecasting: The Revolution in Finance Continues

Welcome to the future of finance, where cash flow forecasting meets sci-fi at the intersection of artificial intelligence. In today’s rapidly evolving business landscape, the ability to forecast cash flow has never been more crucial. AI revolutionizes cash flow forecasting by leveraging machine learning and predictive analytics to analyze vast datasets, identify patterns, and predict…

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