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DC Digest – 2021 Edition 1

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…

DC Digest – 2020 Edition 11

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…

DC Digest – 2020 Edition 10

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 &…

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…

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…

DC Digest – 2020 Edition 9

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…

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…

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