Problem Statement  After an implementation has gone live, do we experience that the user participation tapers off before starting to decline? That’s when we feel the need to have an adoption strategy and metrics into place.  Strategizing User Adoption  Here are some thoughts on thinking about how to plan for User Adoption –   User Adoption … Continue reading User Adoption Strategy for Dynamics 365 Implementation Success  →

How to do Inventory closing and Recalculation? In D365 Finance & Operations, inventory closing, and recalculation are essential process and recommended to be part of the month close standard operating practices. In case these practices are not followed, companies may face issues like inventory miscalculations, inconsistent inventory values in defined dimensions. Go to Inventory Management>Periodic … Continue reading Inventory closing and Recalculation →

Introduction In Dynamics 365 CRM, integrating with external systems, running automated processes, and developing custom applications often requires non-interactive access to CRM data. One of the most secure and efficient ways to achieve this is by creating an Application User via the Azure Portal. In this blog, we’ll guide you through the step-by-step process of … Continue reading Creating an Application User for Dynamics 365 CRM in the Azure Portal and When to Use It →

Introduction When managing Opportunities in Dynamics 365, the default dialog box for closing an Opportunity as either won or lost often lacks specific fields that may be essential for your business process. Attempting to close an Opportunity as either won or lost, you will encounter the following dialog box with the following options. Curious about … Continue reading Customizing the Opportunity Close Dialog Box in Dynamics 365 CRM →

Introduction Effective project management is essential for business success, and Microsoft Dynamics 365 Business Central provides robust tools to improve project management practices. As a functional consultant, I’ve witnessed the transformative impact of Business Central on project oversight, workflow efficiency, and overall productivity. In this blog post, I will offer insights on how to effectively … Continue reading Utilizing Business Central for Effective Project Management: Insights from a Functional Consultant →

Introduction In this blog we will learn about the basic setups required for the Advanced Warehouse Management process. These setups may vary depending on the business scenarios. For a Location Directives to work in an Advance warehouse scenario, there are some prerequisites that we need to do first. The following are the setups that we … Continue reading Advance warehouse management – Location Directives in Microsoft D365 F&O – Part 4  →

Introduction Tracking user logins in Business Central helps you understand how your system is used. The “Register Time” feature makes it easy to see when users log in and how long they stay. This guide will show you how to set it up and check user activity. Pre-requisites Business Central (On-prem/On-Cloud) Steps Step 1: Activate … Continue reading Configuring Login Tracking for Individual Users →

Introduction Namespaces help avoid name conflicts that can arise from combining libraries by grouping code into logical groupings and hierarchies. Namespaces give the code base structure, which facilitates navigation and comprehension, guarantee uniqueness in code names, and permit name reuse in many situations. Numerous computer languages employ namespaces, and Business Central provides them with AL … Continue reading NameSpaces in Business central D365 →

Introduction Reversing a Drop Shipment Goods Receipt Note (GRN) and Sales Shipment in Microsoft Dynamics 365 Business Central can be a complex but essential task when handling errors or changes in your supply chain process. Drop shipments involve directly shipping goods from your vendor to your customer, bypassing your inventory. However, mistakes or adjustments may … Continue reading Reversing a Drop Shipment GRN and Sales Shipment in Business Central →

Introduction In the field of stock management, keeping precise stock levels is essential to the success of your business. Two key components in achieving this are physical tracking and negative inventory control. Physical tracking keeps track of inventory movements in real time, and negative inventory control makes sure that stock levels never fall below zero, … Continue reading The Importance of Physical Tracking and Negative Inventory Control to Prevent Stock Outs in D365 F&O →