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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

Sales and Marketing

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

Sales and Marketing

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

Accounts Receivable

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.

Asset Management

Nov 7, 20251 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

Accounts Payable

Oct 27, 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

#SummitNA Presenter Interview with ✨ Alicia King (RSM US LLP) on the Microsoft “Dynamics Weekly” Podcast.

Podcast: Live Discussion with Summit Presenters with Noah Moseley and Alicia King

🎓 Experts in the Microsoft Dynamics platform of products are going to Summit 2025 in Orlando for October 19-23 and presenting sessions all that week.

Podcast

Sep 12, 20251 min read

How to approve a Vendor Payment Journal using a workflow and generate payments

In Microsoft Dynamics D365 Finance and Supply Chain, you have the ability to utilize a workflow process to review and approve vendor payment journals before proceeding to generate the actual payments. This workflow ensures that payment requests are properly vetted, providing an added layer of control and accountability within your financial operations. Once the journal has been approved, you can seamlessly move forward to process payments, helping maintain both accuracy and c

Accounts Payable

Sep 3, 20251 min read