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Managing Product Safety Data Sheets

Companies need to manage product safety data sheets when handling regulated materials. This product safety data sheet contains instructions on how to handle, pack, and transport the material as well as what to do in case of spillage or an accident. While Dynamics 365 Finance and Operation does not allow…

Companies need to manage product safety data sheets when handling regulated materials. This product safety data sheet contains instructions on how to handle, pack, and transport the material as well as what to do in case of spillage or an accident. While Dynamics 365 Finance and Operation does not allow…

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…

MSDyn365FO Credit Management, Part 8 – What are Credit Limit Adjustments?

At first glance, Credit limit adjustments look at the act as a journal… and in many ways, they are like a journal but the reason that “journal” is not part of the menu option name is that they don’t create financial transactions.  So, what are Credit limit adjustments and how…

At first glance, Credit limit adjustments look at the act as a journal… and in many ways, they are like a journal but the reason that “journal” is not part of the menu option name is that they don’t create financial transactions.  So, what are Credit limit adjustments and how…

MSDyn365FO Credit Management, Part 7 – What logic is used when looking at the customer’s credit limit?

In our last blog, we reviewed Customer credit groups and how they are used. Since there’s a credit limit on the Customer credit group and the Customer record, it’s important to understand the logic of the hierarchy. Here’s the logic when looking at the customer’s credit limit. . . First,…

In our last blog, we reviewed Customer credit groups and how they are used. Since there’s a credit limit on the Customer credit group and the Customer record, it’s important to understand the logic of the hierarchy. Here’s the logic when looking at the customer’s credit limit. . . First,…

MSDyn365FO Credit Management, Part 6 – What are Customer Credit Groups and how are they used?

A Customer Credit Group is a great way to link customers together to share a credit limit. If you have a group of customers that share a Credit limit, setup a Customer credit group, and add each of the customers to the group (remember, a customer can only be in…

A Customer Credit Group is a great way to link customers together to share a credit limit. If you have a group of customers that share a Credit limit, setup a Customer credit group, and add each of the customers to the group (remember, a customer can only be in…

MSDyn365FO Credit Management, Part 5 – What are Automatic credit limits?

Automatic credit limits are another useful tool to keep in your back pocket when working with customers. With Automatic credit limits, you can set up rules by Risk group to calculate what the customer’s credit should be based on the criteria and then assign Credit limit to the customer(s). This…

Automatic credit limits are another useful tool to keep in your back pocket when working with customers. With Automatic credit limits, you can set up rules by Risk group to calculate what the customer’s credit should be based on the criteria and then assign Credit limit to the customer(s). This…

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