D365FO

  Dynamics 365 -Project Management- Project Operations: Helps plan, estimate, schedule and track projects. -Sales : Helps to track contacts, leads , marketing lists, campaigns, service cases and opportunities. https://docs.microsoft.com/en-us/dynamics365/sales/overview -Marketing: With using Sales, Customer Insights, Teams and other products helps decision making. https://docs.microsoft.com/en-us/dynamics365/marketing/overview -Customer Service: Customer Service for customers. https://docs.microsoft.com/en-us/dynamics365/customer-service/overview -Field Service: Helps deliver on-site services for customers. https://docs.microsoft.com/en-us/dynamics365/field-service/overview -Finance: Decision making of financial insights. https://dynamics.microsoft.com/en-gb/finance/overview/ -Supply Chain Management: Manage Supply Chain processes for all inventory related transactions. https://dynamics.microsoft.com/en-us/supply-chain-management/overview/ -Intelligent Order Management:C oordinate,...

   I were in a meeting yesterday of Tech Talk 2 days ago and I found that very useful if you have too many transaction to proceed.    This is a pretty new feature.  Was available in 10.0.25 but with 10.0.29 enabled with all instances. Can be enabled in feature management.    As a setup, first you have to set the  batch reserved capacity level parameter under batch global settings. There are 4 capacity type to be selected. 1.No reserved capacity – Default 2.Low reserved capacity –  %10 3.Medium reserved capacity – %15 4.High reserved capacity –  %25    You can not reserve full capacity.    Then on the batch groups, you define priority. Can see the weigh of the priorities. 1. Low: 5% 2. Normal: 10% 3. High: 15% 4. Critical: 30% 5. Reserved Capacity: 40%  Links: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/priority-based-batch-scheduling#set-the-batch-reserved-capa...

  Before to start the balance migration, be sure that all the master data is in the system like bank accounts, GL accounts, vendors , customers and their posting profiles. Also need at least one journal to be able to post the transactions. You may use a separate journal to be used once or can use one of which are already defined and to be used while balance upload journal will stay forever in the system and can not be deleted. But you may restrict by to add a user group , so that users will not see in the future as a solution. Also may require a separate journal o use a separate voucher series for balance upload but that also can be managed by to change the original journals number sequence as well. One daily journal will be enough but it depends on the implementation type while if assets are going to be uploaded or vendor invoices for balance upload need to be reported as invoices in transactional level.     While modules are used in D365FO, module related accounts ...

     What we should understand is Cost Management Module is just a module for calculation. So before this module is used, data in the system must be ready and correct. And for data to be correct, we have to setup the system correctly and train users.     In this blog I would like to explain the key points that needs to be controlled before to run the the inventory closing. I assume that the closure is done monthly basis. Before the postings 1. Train users how to process the transactions 2. Train users on which reports to use on daily, weekly and month end basis. It is very important to control the system while there is time for the month end. Not wait till the month end for controls. 3. Prepare a document/process flow of month end closure. 4. Setup item related setups correctly. (Which cost method to be used, price lists, inventory dimensions) Before to run closure: 1. Control the production orders  at the month end, all the status must be in "Ended" s...

  We have the new release of D365FO. 10.0.27 has only couple features to be released but some of them were really needed one like the customer aging report performance and bank reconciliation cancelling. Can find the list of details in the link.  https://docs.microsoft.com/en-us/dynamics365/finance/get-started/whats-new-changed-10-0-27

 There are various tiers are used in D365 F&O but each tier has its own purpose. First you have to know, the purpose of the environment.  In this blog I'll be summarizing this for you. Tier 1 and 2 depends on how you would like to do your implementation. If you want to use an environment you want to manage for security purposes, you use Tier 1 but in this case, you should know that you may not be able to use some functionalities like Warehouse mobile apps etc. Tier 1: VHD , Customer Managed Environments, Development Environments Tier 2: Microsoft Managed standard offer environments, UAT, Integration, Testing Environment,Golden Config, Pre Production Tier 3: Microsoft Managed additional environments, UAT, Integration, Testing Environment Tier 4: Microsoft Managed additional environments, Performance Testing Tier 5: Microsoft Managed additional environments, Performance Testing Also selecting a tier is depending on the user and transaction counts. There is offered counts tha...

  This question is usually asked and I see this question again couple of days ago in the community forum. So rather than to give an answer that has been explained technically, I would like to give that my answer for this question.  1. Newness:  While it is a Microsoft product, innovation is everywhere. The team is open for new technologies and improvements. 2. Documentation:  Has a huge documentation , in which is updated and is easy to understand. 3. User Support:  Supports users with the ticketing system. 4.  Project Support:  It is not only the programme that you but but also guides on how to process your project. Microsoft also cares on the project to success. This is why you can use Success by design documentations and LCS tools to decide your project models and processes. 5. Reporting Tools:  There are various reporting tools that you can use within or outside of the programme. For internal use, I can give example of standard queries, SSRS r...

  There are various reconciliation reports between module and GL in the system , so no need to define the dimensions to full fill this need. 5. Will the dimension to be automated? User may have some issues to fill all the dimensions in the system during the entry of the transactions. So less is better but if the dimension is really needed than need to be checked if these can be automated by to select on the main data like on products, sites, vendor, customer, account, employee etc. Or may be used in derived dimensions. 6. Can two information be grouped in to one dimension and then solve the grouping in the reporting tools? User can select one dimension rather than to fill multi fields and then solve the grouping with the reporting tools. This will need smart coding during creation of the dimensions.

Telemetry data is the base of the information for environment monitoring and used in three use cases  Monitoring Diagnostics Analytics Let me go through for each subject one by one quickly and explain which has been used for which purpose. Monitoring Monitoring in basic just for monitoring your environment if is in active state, up and running. This monitoring can be done in two states  Availability monitoring  Health monitoring Diagnostics High detail of telemetry data is used for user created issues to identify the real cause of the issues. In addition the SQL data can be added to identify the performance issues too. Analytics Another usage of telemetry data. This part is can be done only by Microsoft now. Microsoft tracks the feature usage and performance through Power BI. Access LCS Monitoring and Diagnostics portal Navigate to LCS and select your project. Select necessary environment from the Environments section. On the opened page find the Environment Mon...

      Derived Dimension functionality is used to automate the related dimension and prevent users to do mistakes during entries. Even the dimensions are derived, user can be able to change/override the derived dimension if prevent setup is not set.     For example, you have 2 dimensions. Department and Cost Center. You need the department dimension to filled in auto once user selects the cost center. You use Department dimension for reporting purposes.  Department: Project Operations Cost Center: ERP                           CRM Once this both cost centers (ERP and CRM)  are attached to the Project Operations department, user only needs to select one the cost center and department dimension information is auto filled.   You can link more than one segment to dimension segment.      For example: You have 3 dimensions; Product, Department and Cost Cen...

      There are various report to be used in D365 SCM. I mostly use the report Inventory Value Report because can be designed by the user ccording to the needs easily. https://docs.microsoft.com/en-us/learn/modules/use-inventory-reports-dyn365-supply-chain-mgmt/

      Prepayment invoice functionality is used if user needs to collect payment before the invoice is generated. So it is kind of a process for accruals. For this purpose you need to use PO operations. https://docs.microsoft.com/en-us/dynamics365/finance/accounts-payable/prepayments-invoices-vs-prepayments

       Cost Accounting is a module for reporting purposes. It looks like a separate module /ISV  that is embedded to D365 FO. But it is one of the standard modules.      It is often mixed up with Cost Management. Cost management is used for inventory transactions inquiries, revaluation/closing operations and item costing operations.       In cost accounting module you are able to manage cost allocations within D365 or Ax 2012 or upload data from Excel.      System operates the transactions to copy data from the GL module if it is an operational data from D365 and allocated the transactions due to the rules setup in the module.      You can do versioning due to the allocation rule setups user do.      There is a detailed documentation for this module in Microsoft docs. Which has wonderful examples in the documentation.     The only think that is a bit   confusing i...

      There are two ways to manage the bank reconciliation.  1. Manual Reconciliation: Bank reconciliation is made from the bank account from account reconciliation page but all the transactions are manually marked and reconciled. For to cancel a bank reconciliation cancel feature needed to be enabled. 2. Advance Reconciliation: For to use advance reconciliation, bank needed to be selected. Once selected, can not be removed. Then users needs to upload the file (MT940 etc) for the reconciliation. Users can setup rules for auto reconciliation for to match the file with the transactions and for the rest, user can manually match the transactions. Once reconciled, user can always cancel the reconciliation with to enable feature. If there are minor differences, these difference can be posted in differences accounts with the setup applied by the user. For older versions, if there were posted differences, it was not allowed to reverse the transactions and there was a need fo...

      Today, I would like to share the reporting possibilities of D365 FO. There are various ways to report; 1. SSRS: Most of the SSRS reports are in the system ready to be used. But if there is a need to add a new report or a field/grouping etc to the current report, there is a need for a developer. This kind of reports are mostly used for internal needs and maybe sent to 3 rd parties in a proper shape. 2. Embedded Power BI: There are Power BI reports that are already created in the system and embedded in the modules. These reports are easy to use and is more focused on the visual.  3. Power BI: Power BI reports can be created with the Power BI desktop application and easy to manage. 4. Management Reporter: Management Reporter tool is a user efficient tool that users can create reports  from COA, transactions, budget and dimensions. Users can create their own reports or use/change the ones that are already offered in the system like audit trail, balance sheet, ...

       Payment Proposals can be used both for customer and vendor transactions. You can always pay to vendor or collect from customer manually and match invoice and payment. But  think using payment proposal is even better.      By to use payment proposals you can achieve the process below:     -  Able to see the open invoices     - Able to see the open balances of an invoice for partial payments     - Able to filter the due date if not paid transactions are not required to be seen     - Able to filter payment per currency, posting profile     - Able to see prepayments       To use the proposals, these processes below needs to be applied.     - Settle the payments and invoices properly     - Track advance payments     - Setup posting profiles properly  

      Management reporter is  a tool that help users to create their own financial reports without customization/development or help from the IT team/consultants . Is used to prepare financial statements such as income statements, balance sheet etc which has the GL transactional/budget data and dimensions in D365 F&O. It was outside Ax but now you can reach within the D365 F&O.      You may use the functionalities below:          -    Transactional and Budgets Data          -     COA and Dimensions          -     Total Accounts          -     Report Variances          -     Pre Set Reports          -     Report Details of Transactions like voucher number, vendor and customer etc for audit reporting         -...

      Tax Calculation service helps system to calculate complex taxes between country and locations and EU and multiple tax registration ids. For this purpose you have to setup RCS, enable feature and setup all the scenarios in the tax calculation engine. Not only it helps calculate these but more complex scenarios like calculation of taxes based on margin.     You may find the documentation of Microsoft below and also a video that briefly explains how system works. https://docs.microsoft.com/en-us/dynamics365/finance/localizations/global-tax-calcuation-service-overview https://www.youtube.com/watch?v=B2fN9AHoYnQ

  Demand Driven MRP  is a new concept / methodology.  The core principle material planning according to the true market demand. So now Microsoft Dynamics 365 SCM is supporting.  New features and improvements introduced during 2022 release wave 1 will help businesses to   support in Planning Optimization. Public preview is July 2022. TechTalks are already been started on this purpose and there will be a wave of TechTalk planned. https://docs.microsoft.com/en-us/dynamics365/supply-chain/get-started/whats-new-scm-10-0-28 https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/finance-operations/dynamics365-supply-chain-management/demand-driven-material-requirements-planning-ddmrp

      For the fixed asset balance upload what we used to do is to upload asset table, asset book, asset transactions through journal and post the journal. But that was not the end of the story unfortunately. The we need to update the asset book again for to be able to update the service time. But now there is a new functionality in D365 F&O that, we can upload fixed assets and mark them as fixed assets to be as a balance upload (Field name : Migrated Assets) and then you do not need to upload asses book again to update the service life fields.  New feature released for 10.0.26 version for Dynamics 365 Finance and Operations under Fixed asset module.

    You may think what may be the difference between a solution architect and a senior consultant time to time. There may seem a slight difference but the details are well explained in Microsoft learn.  As a summary; Consultants are d ivided in to three roles on which modules they operate . (Finance, SCM and manufacturing) Fundamental understanding of each module processes. K ey resource in analysing business process, implementing and configuring applications to meet business requirements. Solution architect s leads the team members to implement the required solution with to know best practices and capabilities. Please find the link below for detailed description. https://docs.microsoft.com/en-us/learn/modules/get-started-implementation-project/01-2-roles Also Success by Design process explains, in which parts of the projects do solution architect take place. https://docs.microsoft.com/en-us/learn/modules/fasttrack-customer-success-program/

      Communities are really important to ask questions and have the answers. I do use the link below, for to ask my questions and answers. This is specific for Finance but you are able to find the relevant forum with your expertise like SCM etc. https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum

      You may be a fast track recognized solution architect. Fast track is best practices to succeed on the project.(Called Success by Design) This process is documented by the fast track solution architects. When applied to be a fast track solution architect, evaluation is done by D365 engineering team.      Earning Criteria The architect must be nominated by the partner Must have a minimum of 5 years of experience with Dynamics CRM or ERP products Must have a minimum of 3 years of experience as a solution architect Must be the lead architect on at least 2 FastTrack governed customer implementation projects Must be responsible for the architecture and design of at least 2 FastTrack governed customer implementation projects Even if you can not fill these requirements above, you are still able to read the detailed documentation from the links below to succeed. https://docs.microsoft.com/en-us/dynamics365/fasttrack/implementation-guide/overview https://www.d3...

      Microsoft Learn is a place in which you can read documents. You may use Microsoft docs as well for this purpose but I think Microsoft learn is more user friendly. You have learning paths (if you want to have an exam and search for the exam number, you can find the documents related to that exam) , also can use the tests at the end of the paths to evaluate yourself, in the paths for labs can use the VM(virtual machines).      You gain learn points in which I believe can be used for various purposes, which I found is asked when you try to have the Solution Architect for Fast Track. Link forMicrosoft Learn: https://docs.microsoft.com/en-us/learn/

      I would like to give some summary information on the TMS module. TMS module helps you manage your both inbound and outbound operations.   You can plan your shipments, routes, loads, appointments and drier check in/outs.  You can see the fastest or less expensive routes as an example with to assign rates and calculate with engines. Also you can manage and reconcile charges. Please find the Microsoft Documentation for the Module below: https://docs.microsoft.com/en-us/dynamics365/supply-chain/transportation/transportation-management-overview Also I like the video series below from Michael Cobbin which give detail for the TM module from Tech Talk: https://www.youtube.com/watch?v=gqGKgiDEQLk https://www.youtube.com/watch?v=gqGKgiDEQLk&list=PLaKeZD0fHWIp8zD088_6svgMZ5v1CmJGz&index=8 https://www.youtube.com/watch?v=9-gGUxeQSAc&t=1408s https://www.youtube.com/watch?v=gqGKgiDEQLk&t=1456s

      I would like to open this topic to give a summary information on the need of the landed cost module. This is the module most desired, I believe by the SCM (supply chain management) consultants to manage the inbound operations especially when you try to manage GIT (goods in transit) operations. Now you can manage all the process regarding to the purchasing operations under one module.     For to activate the landed cost module, you need to use feature management and select the landed cost and activate.     In this module, you can estimate costs, use accruals on goods in transit and track voyages.     Not to forget that this module differs from TMS (Transpostaion Management Module) You can use both modules at the same time. You can find the list of differences in this link below but I prefer to use the landed cost module on import operations: https://docs.microsoft.com/en-us/dynamics365/supply-chain/landed-cost/landed-cost-vs-tms For deta...

  This feature is depreciated in June 2022. Now we will use Power Apps instead. In my opinion it is better. Because Power Apps do also give various functionalities to be used. But still end of support will be October 2024.

  10.0.27 version (July) , the reverse correction is going to be able to use when advance bank reconciliation is used for the bank and there is difference posted.  Users make mistakes during the reconciliation operation and can match incorrect transactions. As solution, you need to process some transactions in to the system and upload some dummy statements to do the matching and correct the data. In this scenario, it was a handful job for a user. And when there were integration, it is a bit hard to manage. But when this version is activated, there won't be a need for any intervention from the user. Lets wait and see :)

1.LCS You use LCS to manage all the operations regarding to the environment and also use Business Process Modeler (BPM) to process the management of the project. 2.RSAT Wonderful tool to process the testing operations. No need manual interaction to test the same processes or even  can test with different data with parameters. Also easy to manage while you upload the task recorder. 3.Power Platform No code/Low code methodolgy makes it easier to manage the needs. 4.Data  Management You can upload and download data with different types of selection. You can create data packages. You can track delta data.  5.Data  Storage Options Now with Dataverse and Azure Lake, reporting and integrations are quick and easier. 6. Electronic Reporting If you need a report or data export (like bank integrations etc) , this functionality can be used. It has more than 300 templates to be used. Users can also use, with no development need.   7. Azure Dev Ops If you need to manage ...