Global equipment lessors often manage thousands of active contracts across multiple regions. Add in layered financing structures—equity, debt, and third-party investors—and the complexity grows rapidly. Manual processes in this environment create risks in billing accuracy, funding visibility, and profitability tracking. Choosing Microsoft Dynamics 365 Finance & Operations (F&O) by integrating Project Management, Subscription Billing, Dynamics 365 Sales Pro/CRM, Logic Apps, and Power BI, the platform automates the entire lease lifecycle while ensuring transparency and control. Lease Lifecycle Automation Subscription Billing Module: Lessors can: This automation ensures every lease follows consistent accounting treatment and reduces manual workload for finance teams. Multi-Layer Financing Most lessors fund contracts through multiple sources. Dynamics 365 F&O allows you to: This provides clarity not just for finance teams, but also for investors seeking insight into their returns. Business Impact To conclude, by automating lease setup and financing structures, lessors gain: If you are a Lessor and wish to digitize lease lifecycle management and layered financing, adopt the strategy explained above to scale systematically, reduce risks, and provide stakeholders with the visibility they expect. Let’s build the strategy together. You can reach out to us at transform@cloudfonts.com.

In the world of finance and operations, efficiency and accuracy are critical. Batch jobs play a vital role in automating repetitive tasks, processing large volumes of data, and ensuring seamless business operations. For organizations using Microsoft Dynamics 365 Finance and Operations (D365 F&O), the X++ programming language provides a powerful way to design, schedule, and execute batch jobs effectively. This blog explores how batch jobs function in D365 F&O, their importance in financial and operational workflows, and best practices for implementing them using X++. What Are Batch Jobs in D365 F&O? Batch jobs in Dynamics 365 Finance and Operations are automated processes that run in the background without user intervention. They are ideal for: Batch jobs help reduce manual effort, minimize errors, and improve efficiency. Example: A Simple X++ Batch Job class MyBatchJobTask extends RunBaseBatch { // Define variables str description; // Main execution logic public void run() {     info(“Batch job started: ” + description);  // Business logic here (e.g., update records, process transactions)     ttsbegin;         // Example: Update ledger entries         LedgerJournalTable journalTable;         journalTable.Description = description;         journalTable.insert();     ttscommit;  info(“Batch job completed successfully.”); }  // Constructor public static MyBatchJobTask construct() {     return new MyBatchJobTask(); }  // Main method to run the job public static void main(Args _args) {     MyBatchJobTask batchJob = MyBatchJobTask::construct();     batchJob.description = “End-of-Day Reconciliation”;  // Run the batch job     if (batchJob.prompt())     {         batchJob.run();     } }  } Key Benefits of Batch Jobs in Finance & Operations Best Practices for Batch Jobs in X++ – Example: x++ BatchHeader batchHeader = BatchHeader::construct(); batchHeader.addTask(this); batchHeader.addRuntimeTask(MyOtherBatchTask::construct(), 1); batchHeader.save(); 2. Implement Error Handling & Logging 3. Optimize Performance 4. Schedule Jobs Efficiently 5. Test in a Non-Production Environment Real-World Use Cases 1. Automated Invoice Posting 2. Inventory Revaluation 3. Bank Reconciliation Matching To conclude, batch jobs in Dynamics 365 Finance and Operations (using X++) remain a cornerstone of financial and operational automation. By following best practices—such as optimizing performance, implementing error handling, and leveraging batch groups—organizations can maximize efficiency while reducing manual effort. As Dynamics 365 Finance & Operations continues to evolve, integrating AI and cloud-based batch processing will further enhance speed and reliability. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

If you’re just starting with Dynamics 365 Finance and Operations (Dynamics 365 Finance & Operations) and confused about what Legal Entities, Companies, and Organizational Hierarchies mean, you’re not alone! Let’s break it down in simple terms. What is a Legal Entity? In Dynamics 365, a Legal Entity is an organization that can: Think of a Legal Entity as a registered company or business under the law. Microsoft Docs Reference: Legal entities overview What is a Company in Dynamics 365 Finance & Operations? Each Legal Entity is also referred to as a Company in the system. In the interface, you switch between Companies (Legal Entities) using a 4-character company ID (like USMF or INMF). Tip: Even if you manage multiple companies (e.g., one in India, one in the US), D365 can consolidate and report across them — provided they are set up as separate legal entities. What are Organizational Hierarchies? This is where the real power lies! Organizational Hierarchies define how different parts of your business interact and report to one another. You can set up hierarchies for: Example: A retail chain may have a parent legal entity, and underneath, different divisions like wholesale, online store, and physical stores — all structured in a hierarchy. Microsoft Docs Reference: Organizational hierarchies Real-World Example Let’s say you’re working for a construction company that operates in three countries: You’d set up each country as a Legal Entity (Company). Now, you want: Organizational Hierarchies let you define that.  What Can Be Shared Across Legal Entities? Microsoft allows some data to be shared across companies:  Data sharing and integration To conclude, if you’re evaluating Dynamics 365 Finance and Operations and wondering how to structure your organization within the system, we’d love to help you design it the right way. Whether you’re a startup expanding internationally or an enterprise optimizing operations, your legal entity and organizational structure are the foundation of your Dynamics365 system. Let’s build that foundation together. You can reach out to us at transform@cloudfonts.com.

Data accuracy and completeness are essential for maintaining robust internal controls in any organization. Microsoft Dynamics 365 Finance and Operations (D365FO) offers various ways to customize forms to meet specific business requirements. One common scenario is when a customer requires certain fields to be mandatory for data entry, even though they aren’t mandatory by default. Fortunately, D365FO allows you to achieve this without any coding. In this blog, we will guide you through the steps to make a field mandatory using the personalization feature. Why Make Fields Mandatory? Ensuring certain fields are mandatory improves data accuracy, reduces errors, and enforces internal controls. For instance, a mandatory Tax Exempt Number field ensures compliance and proper documentation for tax-exempt customers. Step-by-Step Guide to Make a Field Mandatory Step 1: Navigate to the Form and Identify the Field In this example, we’ll make the Tax Exempt Number field mandatory on the Customer form: Step 2: Personalize the Field Step 3: Test the Field Making fields mandatory in D365FO is a simple process that doesn’t require any coding expertise. By using the personalization feature, you can enforce stricter data accuracy and completeness controls to meet customer or business requirements. This quick and easy method ensures that critical information is always captured, improving overall operational efficiency and compliance. Have Questions?If you found this guide helpful or need assistance with further customization in D365FO, feel free to leave a comment or reach out. Thank you for reading! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Setting up a legal entity in Dynamics 365 Finance and Operations (D365 F&O) is a crucial step for organizations managing multiple business units, subsidiaries, or operations across different regions. A legal entity represents an organization that has a registered business name, legal obligations, and transactions within the system. This guide provides a step-by-step process to create a legal entity in D365 F&O, ensuring that your business is structured properly for financial reporting, transactions, and compliance. Steps to Create a Legal Entity 3. In the Navigation Pane, go to Modules > Organization administration > Organizations > Legal entities. 4. Click New to create a new legal entity. 5. Enter Basic Legal Entity Information 6. General Fast-tab 7.  Configure Address and Contact Details Under the Contact Information tab, click Add and enter: 9. In the Statutory Reporting section, enter the legal entity’s registration numbers required for compliance. 10. In the Registration Numbers section, fill in any necessary legal details based on the country’s requirements. 11. In the Bank Account Information section, add bank accounts and routing numbers. It’s best to manage these in the Cash and Bank Management module. 12. In the Foreign Trade and Logistics section, enter the shipping details for the company. 13. In the Number Sequences section, 14. In the Dashboard Image section, you can upload or change the company’s logo or dashboard image. 15. In the Tax Registration section, enter tax registration numbers required for reporting. 16. In the Tax 1099 section, enter 1099 details (only needed for US-based companies). 17. Finally, click Save to apply the changes. To conclude, creating a legal entity in Dynamics 365 Finance and Operations is a foundational step for ensuring seamless business operations, compliance, and financial tracking. By following these structured steps, businesses can effectively manage multiple legal entities within the system. If you’re new to D365 F&O or need to discuss business needs, you can reach out to us at transform@cloudfonts.com.

Certain Companies are required to follow reducing balance method of depreciation. The reducing balance depreciation method applies a fixed percentage rate of depreciation to the asset’s net book value (the asset’s value after previous depreciation) each accounting period. This results in higher depreciation expenses during the earlier years of the asset’s useful life and gradually lower charges in later years. Within D365 F&O, this method is easy to configure through the fixed assets module, enabling organizations to automate depreciation schedules, comply with accounting standards, and maintain accurate financial records. Setting up the Reducing Balance method involves defining depreciation profiles, setting appropriate percentage rates, and aligning the method with an organization’s accounting policies. This approach supports better financial management by providing a realistic representation of asset values, aiding in decision-making processes related to asset replacement, disposal, and reporting. In D365F&O, for reducing balance method, below steps needs to be followed: 2. Select depreciation year – Calendar or fiscal. 3.Assign depreciation method to specific asset and run depreciation proposal. To conclude, this depreciation method matches higher early asset usage with higher early expenses and for fast-obsoleting assets. Industries applicable – Technology, Automotive, Retail, Aviation.The reducing balance depreciation method in D365 F&O offers a practical and flexible approach for organizations to manage asset depreciation more accurately. By applying a consistent percentage rate to the declining book value of an asset, this method aligns well with assets that lose their value more rapidly in the earlier years of use. Microsoft Dynamics 365 Finance and Operations simplifies the implementation of this method through its comprehensive fixed assets module, allowing businesses to automate calculations, ensure compliance with accounting standards, and produce reliable financial reports. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

In the Part 1 of this blog series, we covered the Basics of Batch and Serial Numbers wherein we covered What are they, why they are important, and how to configure them. In this part we will cover how these tracking features are used in day-to-day transactions. For a better and easy understanding, I will cover the Purchase and Sales Transactions of Items that are Serial and Batch tracked. Firstly, create a Purchase Order and Select the Item which is Batch or Serially tracked. Here I have selected the Product which is Tracked by both Batch and Serial Number. Below is the screenshot for the Purchase Order that I have created you can see that the Purchase order is currently in the Approved stage: Now let’s process the Purchase Order. For that first Confirm the Purchase Order. Then after confirmation Register the Item with a Specific Batch Number. To do that click on the Update Line option present on the Purchase Order Line. Then Click on Registration under the Process Tab. Here you can see the Order status along with the Batch and Serial Numbers. As you can see, the system has automatically generated unique serial numbers for each quantity—since I’ve taken 5 quantities, the system has generated 5 different serial numbers. This happens because the Serial number control parameter is enabled on the Tracking dimension, which enforces the system to assign a unique serial number to each individual unit. Next click on Add Registration Line then click on Confirm Registration this will confirm the registration of the Items to that of the Batch Number and Serial Numbers. This simply means that this Batch Number or Serial number belongs to this product. And this quantity of Products was received with that Batch/Serial. As you click on that you can see that the Receipt Status will be changed to Registered. Now go back and Post the Product receipt. Then post the Invoice and the Purchase Process is done. The below screenshot shows the On Hand list report after Invoicing. 2. Sales Scenario: Create a New Sales Order and select the Item that has Serial/Batch number Tracking enabled. In my case I will take the same item that I have Procured which is D0111. Now for the Sales Process add the Sales Order line then Confirm the Sales Order. As you can see, we have not yet selected the Batch number and Serial number for the item to be sold. Since these tracking dimensions are not specified, the system currently does not know which specific serial-numbered item needs to be sold. So, to do that we will go to the Line Details tab. In that we can see the Batch and Serial Number options. The next step is to Select the Batch and Serial number which needs to be sold. As per my example I’m selecting the 000450 Serial Number from the Batch 250423-000038. After this Post the Packing slip and Invoice the Sales Order. This completes the blog series. Hope this helps. In this blog, we walked through how batch and serial numbers are used in the purchase and sales processes in D365 F&O. From registering items with unique identifiers during purchase to selecting the correct batch/serial during sales, these tracking features ensure complete traceability, accuracy, and compliance. Implementing them effectively helps streamline operations, reduce errors, and improve customer confidence. Hope this blog series helped you understand the end-to-end usage of batch and serial numbers in D365 F&O! Thanks for reading!!! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Microsoft Dynamics 365 Finance & Supply Chain (D365 F&SC) is a powerful enterprise solution designed to optimize business operations. To enhance workflow management, Microsoft has introduced a new feature that allows organizations to set up a dedicated email ID for users to receive workflow-related notifications. This feature, available in the Feature Management area of D365 F&SC, helps streamline communication and ensures that important workflow notifications reach the right users efficiently. In this blog, we will cover:✔ How to enable this new feature.✔ How workflow notifications are managed.✔ Practical use cases, including an Accounts Payable example.✔ The key benefits of this enhancement. Enabling the Alternate Email Feature for Workflow Notifications To activate this feature, follow these steps: Outcome: Once enabled, all workflow-related emails will be sent to the email ID specified in the Alternate Email field. Managing Workflow Notifications with the Alternate Email Field Key Aspects of Workflow Email Management: Primary Email for Notifications: Fallback to Sender Email Field: Use Case: Accounts Payable Email Alias for Payment Advice Notifications Scenario:An organization uses ACH payments to pay vendors, and the Accounts Payable (AP) team wants to send payment advice notifications from a shared email alias rather than their personal email IDs. Solution Using the Alternate Email Feature: Set the Sender Email field to the Accounts Payable email alias (e.g., ap@company.com). Configure individual user accounts to use their personal email under the Alternate Email field. As a result, vendors will receive payment advice emails from the Accounts Payable alias instead of a user’s personal email. Benefit:This approach improves consistency in external communications and ensures that vendors recognize the payment notifications as coming from the official Accounts Payable department. Key Benefits of the Alternate Email Feature Simplified Workflow Management Increased Efficiency Better Team Collaboration Improved Vendor Communication To conclude, the Alternate Email ID for Workflow Notifications feature in D365 Finance & Supply Chain is a game-changer for businesses looking to enhance workflow management. By enabling this feature, organizations can streamline communication, improve collaboration, and reduce email clutter for users. With this new enhancement, users can efficiently track their workflows without the hassle of checking multiple email accounts—leading to greater productivity and better business operations. Need assistance implementing this feature? Let us know in the comments or reach out for expert guidance! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

In the previous part of my blog, I explained about the Credit Only process. In this part of my blog, I will go through the Physical Return process. The Physical return process is determined based on the Disposition Code that is assigned to that Return Order. Disposition Codes in D365 Finance and Operations: Disposition codes in Dynamics 365 Finance and Operations (D365FO) are essential tools used to categorize and manage returned items. These codes help businesses decide what to do with products that customers send back, whether it’s restocking, repairing, or scrapping them. By using disposition codes, companies can streamline their return processes, maintain accurate inventory records, and ensure that returned items are handled efficiently and appropriately. This not only enhances operational efficiency but also helps in improving customer satisfaction by managing returns in a clear and organized manner. Below is the List of Dispositions Codes that are available in D365 FNO: These Disposition codes are available as Standard Functionality in D365 FNO.  You can also create new codes based on the business requirements. In this part of the blog, I will walk you through the Replace Item and Credit Customer scenario. Let’s take a scenario where we have sold 5 items to the customer and after delivery the customer does the Quality check in which 2 products fail due to quality issues. The customer has Scrapped those products on our behalf and now we will provide the customer with the replacement items. For that: Go to Sales and Marketing>Sales Returns>All Return Orders. On the All return orders page click New to create a New Sales Return Order. Select the Customer for which the Return Order is to be created. Enter the Site, Warehouse, RMA number and other details and click OK. In the first part of the blog I created the Return order using the Find Sales Order function so in this part I will directly add the line with negative quantity. In the below screenshot you can see that I have added a line for the Product P-000015 with negative quantity. The next step is to register the Line with the Replace and Credit customer Disposition code. For that click on the Update Line option in the Lines tab then from the drop down click on the Registration option. Then from the Disposition Code drop down select the Replace and Credit Customer option. Then add the registration line then click on Confirm Registration. In the below screenshot you can see the Line status is changed to Registered and the Return order status is changed to Open. Now if you go to the All-Sales Order Page you can see that a New Sales Order is created with the Order type as Returned Order with the Status as Open Order. Now if you open the Sales Order and check the lines the quantity of the line will be exactly same as that of the Return order. The next step is to create a Replacement order as we have selected the Disposition Code of Replace and Credit. For that click on Update Line and Click Registration which will change the Line status from Registered to Expected. As you do this you will notice that the Post Packing Slip button is now disabled, and you can see that the Replacement Order button is now available. As our disposition code is Replace and credit Customer the next step is to create a Replacement Order. For that click on the New Replacement Order button. Add the same site and Warehouse as Return order and click Ok this will create a Replacement Order. After Replacement Order is created go back to the Return Order again and Click Registration and select the Credit disposition code which will Credit the Amount back into the Customer’s account. Now after that Post the Packing slip for the Return order which will change the Return Order status to Received. Then go ahead and Invoice the Return Order from the All-Sales Order page which will again change the Return Order status to Closed. Then go ahead and process the Replacement Sales Order. If you go to the Customer transaction and check, you can see that the Amount is credited back in to the Customer Account. So, this completes the Sales Return Process of Return and Credit to customer. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Managing financial transactions accurately and efficiently is crucial for any growing business. The process of ledger settlements can be time-consuming and prone to errors when done manually. To address this, Microsoft Dynamics 365 Finance version 10.0.31 introduces the ability to automate ledger settlements, helping businesses streamline their financial processes. In this article, we’ll walk you through the steps needed to enable and optimize automatic ledger settlements in Dynamics 365, so your organization can save time, reduce errors, and improve financial reporting. Automating ledger settlements is a significant improvement over the manual process. The automated process works by comparing debit and credit transactions in your general ledger. It automatically matches transactions with identical accounting currency amounts, simplifying reconciliation efforts. However, it’s important to note that this feature does not support partial matching of transactions. Before enabling the Automate Ledger Settlements feature, it’s crucial to first activate the Awareness feature between Ledger Settlement and Year-end Close. This step ensures the process runs smoothly without impacting your year-end financial closing. Steps to Enable Automatic Ledger Settlements Step 1: Identify Relevant Primary Accounts Step 2: Create a Rule for Process Automation Step 3: Set up Criteria for Automation Step 4: Manage the Created Rule Once the rule has been created, you can view or modify it at any time. This flexibility allows you to adapt the automation process to changing business needs. Step 5: Verify the Automation Batch Job Ensure that the automation batch job is running correctly. Go to System Administration > Inquiries > Batch Jobs to check the execution status. Step 6: View Scheduled Executions and Results You can monitor the status of your scheduled automations and the results of settled transactions for full visibility into your financial processes. Step 7: Access Settled Transactions To view finalized ledger settlements, navigate to General Ledger > Periodic Tasks > Ledger Settlements. Conclusion By automating the ledger settlement process in Dynamics 365 Finance, businesses can reduce manual effort, minimize errors, and optimize financial workflows. It’s essential to follow the steps outlined above to ensure smooth implementation and operation. By automating your ledger settlements, your organization can save time and improve financial reporting accuracy. Take the Next Step If your organization is looking to optimize financial workflows, start by automating your ledger settlements today. For more detailed assistance or to explore additional financial automation features, feel free to contact us.