Dynamics 365: What’s to Love? Part 4 – Project Operations

Dynamics 365 Project Operations

Wrapping up our February blog series with Part 4 – Project Operations only seems right, considering we “love” everything about it. If you missed our earlier posts on Manufacturing, Public Sector or Commerce; don’t forget to check them out! As with those posts, this one features the same “themed/Valentine-inspired” phrases, with respect to Project Operations.…

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Managing Investment Projects in Dynamics 365

dynamics 365 create estimates

Project Management and its methodologies are rapidly evolving to account for various types of projects that can be executed and Microsoft consistently improves Dynamics 365 for Finance and Operations to address various business  scenarios. Here’s a quick summary of the Project Types available in D365FO: Time and Material Fixed-Price Investment Cost Project Internal This blog…

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Managing Dynamics 365 Service Subscriptions in the Field

Service Subscriptions Dynamics 365 Field Operations

One of the most unique challenges for firms in field operations is the management, logistics and billing arrangements for ongoing service customers.  Failure to manage these arrangements in a predictable fashion can lead to huge customer service problems as well as the monthly billing scramble we have all experienced as part of our growth.  Typical…

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The Spider Web of Service Agreement Sales Price for Dynamics 365 Made Easier

Get a little confused when thinking about the best way to set up Sales Prices for Service Agreements?  Want to make sure invoices are going out with a high level of first-pass accuracy?  Would like to reduce the number of pricing adjustments and increase customer satisfaction?  Want to make price increase time a little easier?…

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Microsoft Dynamics AX Project Funding Sources (Part 1)

Project Contract Funding sources dynamics ax

This blog is part one of a two-part series reviewing funding within a Project Contract.  In part one we will be reviewing funding sources. A funding source is exactly as it sounds, the source of where the money is coming from for a project. Usually a customer is the source of funding, but there are…

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