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How to do a write-off on the Customer Payment Journal using the Deduction feature
Thought of the Day: "Talent is never enough. With few exceptions, the best players are the hardest workers." Magic Johnson Tip of the Day: If a customer pays less than the amount due on an invoice, you can use the Deduction feature in the Customer Payment Journal of Microsoft Dynamics D365 Finance and Supply Chain to write off the remaining balance. Check out the short video for more information. Until next time, keep your head in the cloud, and keep working wise! To advan
Nov 13, 20251 min read


How to restrict which items and dimensions a customer can buy using the Approved Customer List
Thought of the Day: "When you give up the unwinnable struggle to do everything, that’s when you can start pouring your finite time and attention into a handful of things that truly count. When you no longer demand perfection from your creative work, your relationships, or anything else, that’s when you’re free to plunge energetically into them. And when you stop making your sanity or self-worth dependent on first reaching a state of control that humans don’t get to experi
Nov 13, 20251 min read


How to auto-copy the Customer Notes to the Sales Order Header when the Sales Order is created
Thought of the Day: "My dad encouraged us to fail. Growing up, he would ask us what we failed at that week. If we didn’t have something, he would be disappointed. It changed my mindset at an early age that failure is not the outcome, failure is not trying. Don’t be afraid to fail." Sara Blakely, Founder of SPANX Tip of the Day: Watch the video for guidance on how to automatically transfer Customer Notes to the Sales Order Header when a Sales Order is created in Microsoft Dyn
Nov 12, 20251 min read


How to create a customer payment journal
Thought of the Day: "It's Bigger Than You. Most of the time whatever you're called to do isn't really about you. It's about those who you will serve. Remember, a message can't get shared unless there." #Jon Gordon Tip of the Day: Watch the video for an easy, step-by-step walkthrough on creating a customer payment journal in Microsoft Dynamics D365 Finance and Supply Chain. Until next time, keep your head in the cloud, and keep working wise! To advance your consulting skill
Nov 12, 20251 min read


Asset Management - How to create a Work Order that can be billed to a Customer
Have you heard that Asset Management in Microsoft Dynamics D365 Finance and Supply Chain lets you generate both billable and non-billable Work Orders? Setting it up is straightforward, and users won't notice any difference when handling the work orders. Check out the video for a step-by-step guide.
Nov 7, 20251 min read


Optimizing Your Microsoft Dynamics Consulting Approach
When it comes to mastering Dynamics 365 consulting, I’ve learned that success isn’t just about knowing the software inside and out. It’s about how you approach each project, how you communicate with your team and clients, and how you adapt to the ever-changing landscape of ERP implementations. Whether you’re a consultant, solution architect, or project manager, these dynamics 365 consulting tips will help you sharpen your skills and deliver outstanding results every time. L
Nov 4, 20253 min read


Mastering Dynamics for Modern Solutions
When it comes to modern cloud systems interactions, understanding the nuances of how different cloud environments communicate and collaborate is a game-changer. Whether you're architecting solutions or managing complex ERP implementations, mastering these interactions can elevate your projects to new heights. Today, I’m excited to dive deep into the world of cloud systems, focusing on the critical role of intra-cloud dynamics and how you can leverage them for smarter, more e
Oct 28, 20254 min read


Enhancing Microsoft Dynamics Through Expert Consulting
When it comes to unlocking the full potential of Microsoft Dynamics 365, having the right expertise on your side makes all the difference. I’ve seen firsthand how expert consulting can transform a standard implementation into a powerhouse of efficiency and innovation. Whether you’re deep into D365 Finance, Supply Chain, or any other module, tapping into specialized knowledge can elevate your projects and career alike. Let’s dive into how dynamics consulting expertise can supe
Oct 27, 20254 min read


How to create and apply a Prepayment to a Purchase Order
Thought of the Day: "Just because you failed doesn't mean you're a failure. A loss doesn't make you a loser and while you may have quit, you’re not a quitter. One moment doesn’t define you or your life. Keep learning, get better, and grow stronger through adversity and become all you’re meant to be!” #JonGordon Tip of the Day: In Microsoft Dynamics D365 Finance and Supply Chain, it is quick and easy to create and apply the Prepayment to a Purchase Order. This process involve
Oct 27, 20251 min read
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