All Posts

How to add an attachment after submitting to workflow

Learn how to add an attachment after submitting in Microsoft Dynamics D365 Finance and Supply Chain. Watch the video below for details.

Workflow

3 days ago1 min read

How to setup an Alert on a Date field

Set up an alert on a date field in Microsoft Dynamics D365 Finance and Supply Chain to get advance end-date notifications. See the video below for details.

System Administration

3 days ago1 min read

How to prevent your bank balance from going negative or resolve the “You cannot post the journal because the bank's credit limit has been exceeded” error

Learn how to prevent your bank balance from going negative or resolve the “You cannot post the journal because the bank's credit limit has been exceeded” error in Microsoft Dynamics D365 Finance and Supply Chain.

Accounts Payable

5 days ago1 min read

Head in the Cloud Working Wise Podcast with Rory de Goede

Rory runs The Good Talent (www.thegoodtalent.co) and is a Microsoft Dynamics contract placement specialist - helping US end users, partners, and ISVs fill critical D365 Finance & Operations, Business Central, and Power Platform roles when they need expertise.

Podcast

6 days ago1 min read

Head in the Cloud Working Wise Podcast with Conflict Expert Marlene Chism

“To change the culture, you have to change the conversation.”

Podcast

6 days ago1 min read

Fixed Asset Intercompany Split & Transfer with Mohamed Aamer at Microsoft

Learn how you can easily move assets between companies, automate asset mapping, and streamline depreciation schedules. We’ll walk through key options for updating asset details, previewing book values, and using bulk editing tools. Tune in for practical tips on managing cross-company asset transfers and making your finance workflows smoother than ever.

Podcast

Jan 31 min read

Head in the Cloud Working Wise Podcast with Jacquelyn Fletcher Johnson

What if you could get into a room full of decision makers? Where you can meet the agents, editors, producers, and bookers who hold the keys to the big stage, the bright lights, and the green lights? The Gateway Gathering & Pitch Fest is not just another virtual event. It's a doorway to the people who build platforms for visionaries and thought-leaders. If you're ready to get your ideas into the world in a bigger way, then let's get you through the gate.

Dec 23, 20251 min read

Head in the Cloud Working Wise Podcast with Bradley Thomas

With over a decade of experience as an accountant, Bradley’s career path took a fascinating turn when he entered the Microsoft ecosystem in 2020. Currently based in the UK and working for a global Medical Device manufacturer, he first made waves by joining the pivotal D365F&O implementation in 2022. After the project’s successful Go-Live, Bradley didn’t just settle, he advanced into the UK Financial Controller position before transitioning into the company’s Financial Systems

Podcast

Dec 22, 20251 min read

Transforming Financial Close in D365 FO: Reconciliation Workspace + Intelligent Agent with Brian King at Microsoft

Microsoft Dynamics 365 Finance (D365 FO) continues to elevate the financial close with its modern Reconciliation Workspace and the AI‑powered Account Reconciliation Agent. The workspace provides a proactive hub for identifying and managing reconciliation exceptions—moving teams away from reactive, report‑driven processes and toward a continuous close model. The Reconciliation Agent takes this a step further by automatically evaluating exceptions, suggesting recommended action

Agent

Dec 18, 20251 min read

Head in the Cloud Working Wise Podcast with Megan Walsh

Head in the Clouds Working Wisw

Dec 17, 20251 min read

Head in the Cloud Working Wise Podcast with Duncan Stocks

Head in the Cloud Working Wise with Duncan Stocks

Podcast

Dec 16, 20251 min read

Head in the Cloud Working Wise Podcast with Ragnar Pitla

Today’s guest is one of the leading voices shaping how enterprises move from traditional systems to AI-first, agentic operations. Ragnar Pitla is a Principal Program Manager at Microsoft, working in the Agent POD where he helps organizations adopt AI-driven workflows without adding complexity.

Podcast

Dec 2, 20252 min read

Learning Hour with Ramit Paul - Explore adding overhead to purchased items with Standard Cost

In our latest learning hour session, Microsoft MVP Alicia King (Keener) shared her deep expertise on how to: ✅ Configure Standard Costing in Dynamics 365 ✅ Cost sheet ✅ Implement it effectively across your organization ✅ Analyze costing results using both ledger and sub-ledger data 🎥 Watch the full training here: https://lnkd.in/gRDFNeVA #microsoftdynamics365 #d365fo #d365fsc #d365fscm #microsoft #intraclouddynamics #aliciakeener #aliciaking #alicia #mvpalicia #MVPBuzz #

Cost Management

Oct 13, 20251 min read

Why is the Budget Control check not working on my Purchase Order

In Microsoft Dynamics D365 Finance and Supply Chain, Budget Control ensures enough funds are available for purchases. Once basic budgeting is set up, activate budget control using the ledger, which defines accounts, currencies, and fiscal calendar. Select the financial dimensions needed for budgeting. If Budget Control isn’t triggered on a Purchase Order, simply follow the steps in this video to resolve it.

Budgeting

Sep 22, 20251 min read

How to add a new Vendor Hold Reason Code

In Microsoft Dynamics D365 Finance and Supply Chain, when putting vendors on Hold, would you like to add your own hold code? Check out this video to see how.

Accounts Payable

Sep 22, 20251 min read