Dynamics 365 Finance and Supply Chain integration with Power BI through AxDw or BYOD

Businesses are getting more intelligent with each passing day, and Dynamics 365 and supply chain have already eased up a lot for businesses. However, the updates and improvements are part of the process, too. Therefore, many users keep exploring the idea of Microsoft Dynamics 365 Finance and Supply Chain integration with Power BI through AxDw or BYOD. If you will explore the […]

Create Alert Rules with one Click in Dynamics 365 Finance

Alerts are a significant feature in Dynamics 365 Finance and Operations that allows users to create bespoke automatic alerts triggered by user-defined events. This tool allows users to track the creation and changes to certain fields, records, or data sets and receive notifications about due dates and deadlines. Alerts enable users to be proactive in […]

Improve Sales Conversion and Customer Experience with WhatsApp in Dynamics 365 CRM!

WhatsApp is not just a casual messaging app; it has become a business machine for many people. Many small business owners use it to connect with their customers, display their catalogs, and interact with their sponsors or vendors as well.  From small businesses, the demand for WhatsApp has traveled to the top, and now CRM […]

15 Questions to Help You Identify CRM Gaps

In the realm of business operations, a well-structured Customer Relationship Management (CRM) system is paramount for nurturing customer relationships, optimizing processes, and driving growth. CRM is a basic necessity of times, especially for the sales team, to get their leads and stay connected. However, even the most meticulously designed CRM systems can have gaps that […]

BarTender and label integration in Dynamics 365

Printing labels are significant but seem like a challenge in a business. Labeling is crucial as it is a bridge connecting the transactional world to the physical world. We fulfill the needs of customers by creating labels that help identify products, display prices, indicate locations, facilitate receiving and shipping, and mark units, boxes, and pallets/license […]

Dynamics 365 Human Resources infrastructure merge explained

In 2021, Microsoft announced the integration of Dynamics 365 Human Resources (HR) module with Dynamics 365 Finance & Operations (F&O). As a result, users of the D365 Human Resources app were advised to shift their HR application to the Finance & Operations set up by the end of 2023. This integration involves merging all Human […]

Australian Payment Times Reporting in Dynamics 365

Australia’s Payment Times Reporting Scheme, launched in January 2020, seeks to improve how small businesses get paid. Big businesses and government agencies must share their payment terms and schedules, helping smaller counterparts choose partners wisely. This transparency fosters better payment practices and fairness. Dynamics 365, a powerful tool, aids in navigating this scheme. Managed by […]

Dynamics AX to Dynamics 365 Finance & Operations: Upgrade vs. Migration

People might suggest upgrading or migrating if you are still using Dynamics AX. But no one will tell you what you need to do. Either migrate or upgrade from DAX to D365 Finance & Operations. Now, this seems a bit confusing. You don’t have to call out all the think tanks of your company. All […]

Dynamics 365 Finance: Foreign Currency Revaluation

The Dynamics 365FO, foreign currency revaluation, empowers users to effortlessly monitor and oversee transactions involving multiple currencies, providing significant advantages for international businesses and those dealing with customers and suppliers across various countries. This feature allows users to efficiently configure and maintain exchange rates for different currencies, perform seamless currency conversions, and generate comprehensive reports […]

Centralized or Decentralized Accounts Payable?

As companies grow and add more parts to their business, their accounting gets more complicated. This means they might need to change how they handle transactions for goods or services between different parts of the company. This could happen because of things like merging with other companies, expanding to new places, or starting new product […]