top of page
All Posts
Search


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


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


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.
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.
Sep 22, 20251 min read


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.
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
Sep 3, 20251 min read


MSDW Podcast: MVP Journey and Event Preview with Alicia King
Alicia King (Keener) received her first Microsoft MVP award in 2024, but her experience with Dynamics ERPs goes back more than 15 years....
Apr 29, 20251 min read


Fixed Assets Roll Forward Report
The Fixed assets roll forward report provides, in an easy-to-read Microsoft Excel format, the detailed fixed asset data that you require for period closing, financial statements, and tax reporting. The report includes start and end balances for fixed assets, together with valuation movements for the period, and any new asset acquisitions and disposals that occurred during the period. Data is reported for individual fixed assets, and values are also summarized for fixed asset
Jun 1, 20233 min read
bottom of page