All Posts

Fixed Asset Intercompany Split & Transfer with Mohamed Aamer at Microsoft

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.

Podcast

Jan 31 min read

Head in the Cloud Working Wise Podcast with Jacquelyn Fletcher Johnson

What if you could get into a room full of decision makers? Where you can meet the agents, editors, producers, and bookers who hold the keys to the big stage, the bright lights, and the green lights? The Gateway Gathering & Pitch Fest is not just another virtual event. It's a doorway to the people who build platforms for visionaries and thought-leaders. If you're ready to get your ideas into the world in a bigger way, then let's get you through the gate.

Dec 23, 20251 min read

Head in the Cloud Working Wise Podcast with Bradley Thomas

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

Podcast

Dec 22, 20251 min read

Transforming Financial Close in D365 FO: Reconciliation Workspace + Intelligent Agent with Brian King at Microsoft

Microsoft Dynamics 365 Finance (D365 FO) continues to elevate the financial close with its modern Reconciliation Workspace and the AI‑powered Account Reconciliation Agent. The workspace provides a proactive hub for identifying and managing reconciliation exceptions—moving teams away from reactive, report‑driven processes and toward a continuous close model. The Reconciliation Agent takes this a step further by automatically evaluating exceptions, suggesting recommended action

Agent

Dec 18, 20251 min read

Head in the Cloud Working Wise Podcast with Duncan Stocks

Head in the Cloud Working Wise with Duncan Stocks

Podcast

Dec 16, 20251 min read

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

Accounts Receivable

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