Published Tuesday February 12, 2019

Tips on how to create country-specific customizations in Dynamics 365 Finance and Operations: Part 1

D365 F&O requires a different approach to customizations than what we were normally accustomed to in AX. One of the most important changes is that we are no longer able to overlayer our code, we now need to create extensions that will work with Microsoft’s upgrade cadence. Lucky for us there exists an extremely useful […]

Published Monday February 4, 2019

How to set up Advanced Bank Reconciliation Process

The advanced bank reconciliation process in Microsoft Dynamics 365 Finance and Operations is an easy feature that allows us to import electronic banks statements and make an automatic reconciliation with bank transactions. To access this feature, we need to setup a service, an advanced integration framework inbound port, and link it to a bank format […]

Published Thursday November 29, 2018

How to set up fixed assets to register transactions in posting layers

In the business landscape fixed assets management tends to be a complex task, particularly in countries that are converging towards international financial information standards as well as companies that need to report different values in their accounting because they are established in countries with different financial or accounting standards. That is why I am often […]

Published Monday November 26, 2018

What is Microsoft Dynamics 365?

Introducing Microsoft Dynamics 365 Bringing together people, data and processes to create value is key to maintaining a competitive advantage in a digital-first world, this is Digital Transformation. In order to thrive in their particular industries, companies require a robust ERP to digitally transform their business and Microsoft Dynamics 365 is a true leader in […]

Published Monday November 12, 2018

How to schedule resources in Microsoft Dynamics 365 for Project Service Automation

In the business landscape projects rarely follow a set, well-organized path. Nevertheless, every project at a minimum requires the project managers to define time, resources and a set of tasks to effectively achieve an objective. These factors must be expertly managed to deliver great results. The process of assigning tasks is fundamental to efficiently utilize […]

Published Tuesday November 6, 2018

Microsoft Dynamics 365: Cloud vs On-Premise

Microsoft Dynamics 365 for Finance and Operations delivers capabilities and features to help business enhance their processes and operations. Since this business solution is offered through three (3) different deployment possibilities, Cloud, On-Premise & Hybrid (we will look into the Hybrid approach on our next blog), one of the most common questions for business leaders […]

Published Thursday October 25, 2018

How to create a chart of account rules management in Microsoft Dynamics 365 Finance and Operations

Tracking and managing financial information is critical for any organization. For this purpose, Microsoft Dynamics 365 Finance and Operations has the capability to create a chart of accounts: a collection of accounts to define the financial structure. The chart of accounts is a structured list of a legal entity’s general ledger account. We select different categories […]

Published Thursday October 18, 2018

How to integrate Power BI Desktop with Microsoft Dynamics 365?

Microsoft’s Power BI is the leading Business Intelligence tool. This modern platform was built to gather a set of tools, services, apps and connectors in order to help us understand and explore our business information. For example, we can visualize insights and compile information from multiple sources in one single centralized dashboard. A great plus […]

Published Thursday October 11, 2018

Online Company Consolidation in Microsoft Dynamics 365 Finance and Operations

Company consolidation processes are a frequent challenge that we face with Microsoft Dynamics 365 Finance and Operations implementations. Some companies have different subsidiary companies in Latin America, for this reason we need to create not only separate entities, but also separate charts of accounts (COA). In this article I will focus on the Online Company […]

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