Published Tuesday April 2, 2019

How to create a Customer Journey in Dynamics 365 for Marketing

Microsoft Dynamics 365 for Marketing has amazing capabilities that allows you to build from scratch a complete customer journey utilizing a simple drag-and-drop interface. Marketing campaigns are one of the core activities needed to gather prospects and convert them into customers. The most popular practice to bring awareness of a brand or a newly released […]

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 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 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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