Skip to main content

Why D365 F&O

 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 reports, Excel add - ins, Management reporter tool as financial reporting and Embeded BI reports. For external reporting you can use the Power BI tools or any other sources. For the reporting you may use Dataverse, Azure Data Lake Storage Gen 2, BYOD functionalities.

6. IntegrationYou can integrate with 3 rd part easily, by using tools like Logicapp etc.

7. Power Platform: Can use Power Platform tools in which that have hundreds of solutions nd new solutions can be generated and embedded to the system. With Power Platform tools (Power BI, Power Automate, Power Apps, Power Virtual Agents) it is easy to manage flows, integrations, communication while it is generated with no code, low code technology.

8.Security: There is a huge security options that can be used a predefined or can be modified according to the need.

9. Dynamics 365  to Integrate: You may use other tools of D365 Umbrella as well whenever you need like Customer Engagement, HR etc.

Comments

Popular posts from this blog

Management Reporter (MR)

      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         -...

D365 F&O Transportation Module (TMS)

      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

Default Descriptions

  In D365 F&O there are ways to manage the descriptions. You may find the list below: Manual:  You may fill the description in the journals per line before you post the transactions. you may fill both for account and offset account. If you define a description before, you may select one from the list. Automatic:  Some transactions are auto created to the journals or on transactions default from the hard coded codes, like asset lease management and some functionalities in TMS management. Default Descriptions:  You can setup default descriptions by transaction type (sales order invoice, Po invoice, revaluation etc). On the transaction types you can use static (constant) text and/or variables. Specific Cases:  There are specific cases like revaluation. If you define the text during to run in revaluation process, system uses that information instead of to use the definition on the default description. Or if there is no setup on default descriptions, cancel opera...