All Posts

Thought of the Day: "You can choose to be great, but you can't choose what you're designed to be great at." – Ryan Holiday Tip of the Day: How does percentage-of-completion revenue recognition work for fixed-price projects? Watch this video for a practical example in Project Management and Accounting for D365 Finance and Supply Chain Management and see how project invoicing is separate from recognizing revenue. Until next time, keep your head in the cloud, and keep workin

Are you adding a “Sales Tax” line to purchase orders to post tax to the item’s General Ledger account? With a quick setup in D365 Finance and Supply Chain Management, you can eliminate that line and have the system post the tax amount directly to the item’s General Ledger account.

Tip of the Day: If you use the built-in tax engine under Globalization Studio in D365 Finance and Supply Chain Management, take advantage of its debugger. It works in every environment, including Production, is easy to use, and can save you significant time.

Tip of the Day: What to see an overview of Consolidations and Eliminations in Dynamics 365 Finance and Supply Chain Management? Check out the video below.

Thought of the Day: "When you start a new trail equipped with courage, strength, and conviction, the only thing that can stop you is you." - Ruby Bridges, an American civil rights activist who, at age six in 1960, became the first African American child to attend the all‑white school Tip of the Day: How do intercompany General Journals in Dynamics 365 Finance and Supply Chain Management? Check out the video below to see how it is done. Until next time, keep your head in t

control which procurement categories a user can see when creating a Purchase Requisition

How to auto-split and bill multiple funding sources on a Project Invoice based on the Project Contract Funding Rules

How to create Indirect Charges and Split Revenue on a Project Invoice using Indirect Cost Rules

The Approvals Agent in Dynamics 365 Project Operations is an AI‑powered assistant (built using Microsoft Copilot Studio) that helps streamline and automate the review of time, expense, and material submissions before they reach project managers.

The Supplier Communications Agent is designed to tackle one of procurement’s biggest headaches: the constant flood of supplier emails. If your procurement team spends hours chasing supplier confirmations, sorting through emails, or updating purchase orders, this feature is about to change everything. Microsoft’s new agent uses AI to read supplier emails, understand what they mean, match them to the right purchase orders, and even automate follow‑ups freeing teams from repe

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

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.

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.

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

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.

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

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.