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Setting up support in Dynamics 365 for Finance and Operations

Are you looking for an easy way for your users to create support tickets with the IT staff?  Is your IT staff using Azure DevOps, but it’s too confusing to get your end-users into?  Do you not have ticketing software, but you have many remote users who need to raise…

Are you looking for an easy way for your users to create support tickets with the IT staff?  Is your IT staff using Azure DevOps, but it’s too confusing to get your end-users into?  Do you not have ticketing software, but you have many remote users who need to raise…

Operating During a Pandemic? Upgrade your Budgeting in Dynamics 365 for Finance and Operations!

During times of global economic uncertainty, financial leaders turn to a budget to better control costs and compare actuals to forecasted revenues and expenses. Most budgeting processes are performed near year-end, compiled in Excel, and closely held within an Organization’s Accounting and Finance Departments. Sure, compiling a budget in Excel…

During times of global economic uncertainty, financial leaders turn to a budget to better control costs and compare actuals to forecasted revenues and expenses. Most budgeting processes are performed near year-end, compiled in Excel, and closely held within an Organization’s Accounting and Finance Departments. Sure, compiling a budget in Excel…

3 field-tested use cases for HoloLens 2

The most interesting thing with the HoloLens 2 devices that we’ve sold is, that no matter the industry, the type of use cases seem to be pretty similar.  Here are 3 of the top field-tested use cases we have heard from users. COVID-19 travel alternatives for industrial equipment manufacturers Due…

The most interesting thing with the HoloLens 2 devices that we’ve sold is, that no matter the industry, the type of use cases seem to be pretty similar.  Here are 3 of the top field-tested use cases we have heard from users. COVID-19 travel alternatives for industrial equipment manufacturers Due…

Walk Thru: Build a Power Portal to Collaborate with Clients

One of my favorite aspects of consulting is the constant challenge of a new requirement, especially when I get to learn something new.  In this case, I was asked to set up a Customer Power Portal that would allow contacts to be assigned Tasks which they would update, upload documents…

One of my favorite aspects of consulting is the constant challenge of a new requirement, especially when I get to learn something new.  In this case, I was asked to set up a Customer Power Portal that would allow contacts to be assigned Tasks which they would update, upload documents…

Microsoft 365 – Cloud Companions

sa.global tends to be an all-inclusive partner with Microsoft, but sometimes a 3rd party Cloud Companion needs to be invited to the Microsoft 365 party. I would like to welcome Exclaimer Cloud Signature & Acronis Cloud Backup to sa.global’s portfolio of Microsoft 365 products and services.   Exclaimer Cloud – Signatures for Microsoft 365  A common company branding problem is…

sa.global tends to be an all-inclusive partner with Microsoft, but sometimes a 3rd party Cloud Companion needs to be invited to the Microsoft 365 party. I would like to welcome Exclaimer Cloud Signature & Acronis Cloud Backup to sa.global’s portfolio of Microsoft 365 products and services.   Exclaimer Cloud – Signatures for Microsoft 365  A common company branding problem is…

MSDyn365FO Credit Management, Part 11 – What are the new Credit Management Lists used for?

Throughout this blog series, we have reviewed all of the new changes for Dynamics 365 F&O’s Credit Management feature and how they are used. For the final part of this 11 part series, we’re finally diving into the new Credit Management lists and what they can be used for. Credit…

Throughout this blog series, we have reviewed all of the new changes for Dynamics 365 F&O’s Credit Management feature and how they are used. For the final part of this 11 part series, we’re finally diving into the new Credit Management lists and what they can be used for. Credit…

Cybersecurity Awareness Month

As Albert Einstein said, “The world is a dangerous place…” and the same holds true for the Internet and the importance of Cybersecurity. In some form or another, we are all connected to the internet, whether it’s via our smartphones or the computer by which you are reading this blog….

As Albert Einstein said, “The world is a dangerous place…” and the same holds true for the Internet and the importance of Cybersecurity. In some form or another, we are all connected to the internet, whether it’s via our smartphones or the computer by which you are reading this blog….

MSDyn365FO Credit Management, Part 10 – Sales Order Impact

In the past weeks we’ve reviewed the changes within Dynamics 365 F&O Credit Management feature, but after all of the changes how does this all impact the Sales Order? To begin wrapping up the 11 part series, we’ve compiled a few scenarios to exemplify the impacts on the Sales Order….

In the past weeks we’ve reviewed the changes within Dynamics 365 F&O Credit Management feature, but after all of the changes how does this all impact the Sales Order? To begin wrapping up the 11 part series, we’ve compiled a few scenarios to exemplify the impacts on the Sales Order….

MSDyn365FO Credit Management, Part 9 – What are Blocking Rules?

Blocking rules are rules that are set up to determine if an order will be put on hold. In our last blog, we reviewed credit limit adjustments. In this blog, we’ll be reviewing the specifics of Blocking rules and how to set them up. Introduction to Blocking Rules To setup…

Blocking rules are rules that are set up to determine if an order will be put on hold. In our last blog, we reviewed credit limit adjustments. In this blog, we’ll be reviewing the specifics of Blocking rules and how to set them up. Introduction to Blocking Rules To setup…

CFO overview and Financial Insights KPI list

Look at all these KPIs! There’s all these wonderful out-of-the-box reports provided by Microsoft for Dynamics 365 for Finance and Operations. When you spin up a new instance, the values just show up. Unfortunately, there’s not much of an explanation of how they’re calculated. Obviously, Microsoft is trying their best…

Look at all these KPIs! There’s all these wonderful out-of-the-box reports provided by Microsoft for Dynamics 365 for Finance and Operations. When you spin up a new instance, the values just show up. Unfortunately, there’s not much of an explanation of how they’re calculated. Obviously, Microsoft is trying their best…

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