Introduction Small and medium businesses today have systems that were put in place based on the need back in time and served the purpose well. As organizations grow, they feel the need to consolidate information that is in these siloed systems. Siloed systems work well on their own but also pose challenges as business grows … Continue reading Streamlining Siloed Systems to Optimize Business Operations  →

In the world of retail and commerce, managing sales returns efficiently is a critical aspect of customer satisfaction and operational excellence. In this blog, let’s explore how the sales return process works in Dynamics 365 Finance and Operations (D365FO) and explore how businesses can leverage the capabilities of this robust ERP system to streamline and … Continue reading Sales Return Process in Dynamics 365 Finance and Operations Part 1 →

Introduction:   For growing businesses, as much as their processes, reports, and efficient systems are important, service request management becomes equally crucial. As companies scale, the volume and complexity of service requests increase, making efficient management essential to maintaining operational flow and customer satisfaction.   A well-designed Service Request Management System (SRMS) helps align workflows, reduce response … Continue reading What a Service Request Management System Would Look Like for a Growing Business  →

Introduction:  As a business owner, you might have come across a situation where you want to upgrade your current systems with renowned ERP solutions available on the market. One of the ERPs you would consider is Microsoft Dynamics. However, even choosing this would require a lot of brainstorming from all decision-makers because Microsoft Dynamics comes … Continue reading What’s the right platform for your company D365 Business Central or D365 Finance & Supply Chain?  →

Introduction  The methodology selected plays a major role in the successful completion of projects, especially those that are complex like ERP and CRM implementations. To ensure that goals are reached, deadlines are met, and resource utilization is done effectively, project management methodologies offer an organized approach to project management and execution. Choosing the appropriate approach … Continue reading Project Management Methodologies for Successful ERP and CRM Implementations  →

Introduction: Businesses in the digital age depend on cloud platforms and ERP systems integrating seamlessly. Dynamics 365 Finance & Operations (F&O) and azure integration is one such potent combination. Numerous advantages, such as improved scalability, agility, and data-driven decision-making capabilities, are made possible by this integration. The step-by-step instructions for connecting Azure with Dynamics 365 … Continue reading Azure Integration with Dynamics 365 Finance & Operations →

Introduction: The 2024 Wave 1 release of Microsoft Dynamics 365 Business Central introduces a new feature called Page Scripting. This tool is designed to enhance User Acceptance Testing (UAT) by allowing users to record and replay their actions within the Business Central. This capability streamlines the UAT process by automating repetitive tasks and ensuring consistency … Continue reading Introducing the Page Scripting tool in D365 Business Central. →

Client Requirement: Financial Reporting Year Change from Jan-Dec to Apr-March The last financial year is January2021 to December2022. Client has the requirement to change the year to April to March. The transition year needs to be from January 2023 to March 2024. In Microsoft D365 F&O, fiscal calendar can be of 15months, however, ledger calendar … Continue reading Financial Reporting Year Change →

Introduction  Dynamics 365 Project Operations (PO) is a project management application within the Dynamics 365 suite. It is designed to manage project-related tasks, schedules, resources, and budgets. While they may include some financial functionalities, they often lack the comprehensive financial management capabilities that dedicated financial platforms offer.  In this article, we will explore several functions … Continue reading Integrating Project Operations to Financial Platforms  →

Each time I attempt to export a solution from the source environment to another environment, I receive the following notification “isGlobal information provided True doesn’t match the value stored in DB False.” As a result, importing the solution into the destination environment becomes challenging for the individual. Whenever this kind of error appears, it has … Continue reading How to Fix the error ‘’isGlobal information provided True doesn’t match the value stored in DB False.” in D365 CRM. →