Introduction In many businesses purchase is common & important function. & for purchase department, agreement is important feature. In D365 we have different types of agreements. i.e. Purchase agreement & Trade agreement. Both agreements have its benefits. In this blog will go through overview of purchase & trade agreements in D365 & setup of Purchase … Continue reading Understanding Purchase & trade agreements in D365 – Part 1 →

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 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 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 →

Introduction Finance and Operations provides two major ways to interact with tables (or data entities) for external system using APIs; namely Custom Services and Data Entities. Data entities in D365 Finance and Operations simplify data management by grouping data from multiple tables. They make it easier to import, export, and integrate data with other systems. … Continue reading Integration with Finance and Operations – From Basics (Part 2) →

Introduction Finance and Operations provides two major ways to interact with tables (or data entities) for external system using APIs; namely Custom Services and Data Entities. Data entities in D365 Finance and Operations simplify data management by grouping data from multiple tables. They make it easier to import, export, and integrate data with other systems. … Continue reading Integration with Finance and Operations – From Basics (Part 1) →

Introduction In multinational companies having different hierarchy for purchase, i.e., in some companies, purchase is made at regional level, but in some companies, purchase is made at headquarter level by consolidating all regional requirements to have higher buying power and economies of scale and to maintain the same quality of goods over all regions. In … Continue reading How to create user specific Purchase Requisition in Multi Entity Environment →

Introduction There are 100 million developers around the globe who use Git. However, if you want to work with customizations in Finance and Operations, you need to learn how to use TFS. Initially, I was frustrated and confused about this requirement, but as I learned more about how projects are structured both locally and in … Continue reading CI/CD with TFS for Finance & Operations →

Introduction Postman is an essential tool for developers and IT professionals, offering a robust platform for testing APIs, automating test processes, and collaborating efficiently across teams. In this blog we’re going to connect Postman to our Finance and Operations environment so we can test out standard or custom APIs. This connection is a crucial step … Continue reading Leverage Postman for Streamlined API Testing in Finance and Operations →

Introduction Accurate reporting and analysis require the consolidation of balances from various entities in complex financial environments. For this reason, Microsoft Dynamics 365 Finance and Operation provides strong tools that let businesses expedite their financial consolidation procedures. This blog will show you how to properly handle currency translation, set up elimination rules, and create a … Continue reading How to Consolidate Balances of Multiple Entities and Set Up Elimination Rules in D365 F&O →