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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.

Do you share resources across legal entities on Projects? Check out the video below to see how to setup Intercompany Projects, Transfer Pricing, and generate Intercompany Invoices for both Accounts Receivable and Accounts Payable in D365 Finance and Supply Chain Management.

Need to write off low-value or aging customer invoices in Dynamics 365 Finance and Supply Chain Management?

Wondering where FIFO costing values come from? This post explains how Microsoft Dynamics 365 Finance and Supply Chain calculates FIFO cost and removes the guesswork. Watch the video below for details.

In this video, Anders shares practical, real‑world insights on demand planning, AI‑driven forecasting, and how Copilot is transforming modern supply chains. Drawing from deep product expertise and hands‑on customer engagement, he highlights how organizations can move beyond reactive planning toward smarter, more resilient, and data‑driven decision‑making.

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

How to approve a D365 F&SC record like Pending Vendor Invoice from Teams

Subscription Billing - How to Create a Billing Schedule and a Deferral Schedule

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

How to print a copy of a vendor check and see what was paid to the vendor on that specific payment

How to see which Purchase Orders have been created for a specific Purchase Agreement Line

Pending Vendor Invoice Split Screen Attachment View

How to import and update General Journal Lines from Excel

To see the raw data table in D365FO, do the following. . . Install the Chrome Extension in your browser To add the Chrome extension https://chrome.google.com/webstore/detail/table-browser-caller-for/khhnlfooiiffofchhdhjopgpegcjlodk How to determine the table name There are multiple ways to see the table name. Some tables are easy, and some are more difficult to figure out. Form Name Sometimes the Form Name and the table name are the same. To get the record info, right-cl

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 Expense Agent is an AI powered capability in Dynamics 365 that automates key steps in expense management—saving employees time and improving reporting accuracy. It analyzes receipts, extracts details, auto matches them with transactions, and can itemize complex receipts such as hotel stays. The agent can also generate expense reports on a scheduled basis and surface them to users for quick review and submission through Microsoft Teams or finance and operations apps.