Deploying Power BI Tiles in #MSDYN365FO

I am not a techy. I mean, I work in tech, but I come to sales and consulting from an end user background (supply chain) and sometimes my prowess with new technology shows it. For example, my more technically minded peers will fire away with Flow and Apps and I have to take more of … Continue reading Deploying Power BI Tiles in #MSDYN365FO


Blog Post – Velosio

I occasionally write blog posts for my employer, Velosio. Here is one that published today around qualifiers for Dynamics 365 Finance & Operations. Implementing #MSDYN365FO is a big decision for any company and obviously many factors are involved, but understanding the client's position on these topics gets us through the early qualification rounds.

Some useful new features of Dynamics 365 for Finance and Operations version 8.1 under Core Financials management module – Part 1

Great Post from my coworker Sandeep.

Dynamics 365 For Finance and Operations Blog

The October 2018 release of Dynamics 365 for Finance and Operations (Version 8.1) introduced several new and very useful features in the core financials management area of the application, along with several other new functionality and enhancements across various other modules, analytics, overall platform, extensibility and more.

In this blog post, we will review some of the key new features under the core financials area, which a lot of end users will certainly fall in love with.

Central view of Settlement Transactions:In the past, when you had to see the settlements on a customer or vendor transaction, you always had to make a few clicks and jump to more than one screen to find the relevant information, which was time consuming. With the new “View Settlement” form/option on the Customer and Vendor transactions form, you can now see the full settlement details, related transactions, accounting, history and more, all…

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Finalizing Security Roles in #MSDYN365FO

So I will admit, that with the pace of improvements in #MSDYN365, sometimes there is a feature in Microsoft Dynamics 365 Finance & Operations that I don't discover immediately.  For  a while I had mourned the Security Development Tool available for AX2012, and though you can deploy a MSDYN365 version via SQL, it just wasn't … Continue reading Finalizing Security Roles in #MSDYN365FO

Some notes on vendor payment advices in MSDyn365FO — Dynamics 365FO/AX Finance & Controlling In this webcast, I will demonstrate how one can modify the standard payment advice document and include company specific logos and modifications. In addition, the creation and Email transmission of payment advices as PDF documents will be illustrated. via Some notes on vendor payment advices in MSDyn365FO — Dynamics 365FO/AX Finance & Controlling

Dynamics 365 For Talent, game changing cloud app for end to end HCM and Talent Management from Microsoft

Check out the features coming in Dynamics 365 for Talent

Microsoft Dynamics 365 Blog

The date for the general availability for Dynamics 365 For Talent is nearing !! The Technical Preview is out now and you can get your hands on it to realize the tremendous potential and capabilities this new app brings out of the box, to help manage the end to end Human Capital Management (HCM) and Talent management functions of your organization.

D365 For Talent Tech Previewq

I have been evaluating this upcoming app for sometime now and I did play around the Technical Preview environment also. I would like to share some of my observations and how I think it will benefit for customers who already have subscribed to Dynamics 365 Enterprise edition and customers who are evaluating Dynamics 365 for their organization.

Note: In this post, I don’t intent to go deep into exploring features and functionality. I will do that later in future posts after General availability.

Take a quick look at the video below to get…

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Purchase Order Approval Workflow with Dynamics 365

By Adrianne Johnson, Socius Workflow Overview Workflow is a representation of a business process that defines who must complete a task, make a decision, or approve a document. Benefits of using workflows include consistent, to ensure documents are processed and approved in a consistent and efficient manner, processes visibility, which allows for tracking the status … Continue reading Purchase Order Approval Workflow with Dynamics 365

Lifecycle Services & Business Process Modeler

Here is a preview of a whitepaper post that will be up on the Socius site in the next couple days.  My thanks to Jonathan Myer on the Socius team for drafting a fantastic how-to post: Utilizing Lifecycle Services & Business Process Model Management LCS Business Process Modeler Overview Lifecycle Services, a cloud project lifecycle … Continue reading Lifecycle Services & Business Process Modeler

Dynamics 365 Roadmap

I'll admit that keeping up with the releases of new functionality for Dynamics 365 is no small task.  The pace of new functionality is exceeding anything I've seen before in my career, and outpacing my ability to blog about it. Everyone in the Dynamics space should keep this page from Microsoft at the forefront of … Continue reading Dynamics 365 Roadmap