AX

2020 was full of obstacles, challenges, and disruptive changes that brought the human factor into the business equation. We embraced remote and socially distanced options for communicating, meeting, and learning across all aspects of life including individual, family, and work. Employees, colleagues, friends, and loved ones had to adopt new…

2020 was full of obstacles, challenges, and disruptive changes that brought the human factor into the business equation. We embraced remote and socially distanced options for communicating, meeting, and learning across all aspects of life including individual, family, and work. Employees, colleagues, friends, and loved ones had to adopt new…

Dear Friends,  It’s hard to believe that the holiday season is upon us.  In many ways, it feels like the year has blown by, and in other ways, it feels like the longest year ever.  Nevertheless, it is here, and I LOVE IT!  Perhaps because there are so many lists to be…

Dear Friends,  It’s hard to believe that the holiday season is upon us.  In many ways, it feels like the year has blown by, and in other ways, it feels like the longest year ever.  Nevertheless, it is here, and I LOVE IT!  Perhaps because there are so many lists to be…

For those I haven’t communicated with before I’d like to introduce myself: I’m Michael Luehr (think fishing lure) – based out of our Chicago office and I’m our Microsoft 365 Practice Manager. If you would have told me in 2012 that I would someday be working directly with Jon &…

For those I haven’t communicated with before I’d like to introduce myself: I’m Michael Luehr (think fishing lure) – based out of our Chicago office and I’m our Microsoft 365 Practice Manager. If you would have told me in 2012 that I would someday be working directly with Jon &…

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…

If you know me, you know that I am not someone who does particularly well with change or uncomfortable situations in general. When I was young my mom even attempted to write a book called “Change is Good” specifically to help me cope. Well, if you’ve been anywhere around the world in the past few months, you probably know that life recently has been all about change and adapting (go figure!). Although this hasn’t been the easiest…

If you know me, you know that I am not someone who does particularly well with change or uncomfortable situations in general. When I was young my mom even attempted to write a book called “Change is Good” specifically to help me cope. Well, if you’ve been anywhere around the world in the past few months, you probably know that life recently has been all about change and adapting (go figure!). Although this hasn’t been the easiest…

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…

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…

Last week, we took a look at the new customer screen and features for MSD365FO. This week we’re going to be reviewing and going into further detail on the specifics of Risk Scores and how they’re updated! As D365F&O’s new Credit Management is a hefty topic, this blog is Part…

Last week, we took a look at the new customer screen and features for MSD365FO. This week we’re going to be reviewing and going into further detail on the specifics of Risk Scores and how they’re updated! As D365F&O’s new Credit Management is a hefty topic, this blog is Part…

Last week, we reviewed the Dynamics 365 Finance and Operations’ Credit Management’s new parameters. Since the key to credit management is to assess the risk of a customer, we’re going to take a look at the new customer screen and features for MSD365FO! As D365F&O’s new Credit Management is a…

Last week, we reviewed the Dynamics 365 Finance and Operations’ Credit Management’s new parameters. Since the key to credit management is to assess the risk of a customer, we’re going to take a look at the new customer screen and features for MSD365FO! As D365F&O’s new Credit Management is a…

Last week, we reviewed how to know if Dynamics 365 Finance and Operations’ new Credit Management feature is enabled in your environment, in addition to the new security and workflow features. In this week’s blog, we’ll be providing an overview of the new parameters for MSD365FO’s Credit Management. As D365F&O’s…

Last week, we reviewed how to know if Dynamics 365 Finance and Operations’ new Credit Management feature is enabled in your environment, in addition to the new security and workflow features. In this week’s blog, we’ll be providing an overview of the new parameters for MSD365FO’s Credit Management. As D365F&O’s…