Hi Folks, Happy New Year and Welcome to 2023. Accounting software is all about control in Accounting Transaction. When we talk about control it is obviously important to make sure that system is allowing to post transaction after validating rules defined in system. We can configure the accounting rules in system by configuring proper accounting... Continue Reading →
Heart of Dynamics 365 Finance : Financial Dimensions
Hi Folks, If you are working with AX 2012 or Dynamics 365 Finance & Operation you must have heard the word "Financial Dimensions". Do you know what is the "Financial Dimension" means? and what is the use and features related to it in Dynamics 365 Finance & Operation? If No, keep reading I have list... Continue Reading →
Heart of Dynamics 365 Finance : Main Accounts (Part – 2)
I hope you enjoyed my last blog on Main Account (Part-1). As we know Main account is key part of chart of accounts I have tried my best to provide the explanation on Key fields on Main Account form up to General Tab. Now, Let’s understand the important filed and parameters of Main Account form... Continue Reading →
Purchase Requisition (PR) View Control in Dynamics 365 SCM
Hi Folks, While implementing Dynamics 365 SCM for multi legal entity we all received requirement to have Control on View of "Purchase Requisition" to one Legal entity. By default PR function if organization wide function so we can't control with Legal entity. But, we can control few thing by applying proper security control & maintaining... Continue Reading →
Period Closing Procedure – Dynamics 365 Finance
Are you facing difficulties in month / quarter / Year End Procedure? Hi Folks, We all know that Dynamics 365 Finance & Operation is well-known for it's user-friendly interface. Specially when we talk about user interface, how can we miss the discussion of "Workspace". Currently we have 63 (as per PU:39) inbuilt workspace including few... Continue Reading →
How to configure default description of an automated transaction?
Hi Folks, In this post I am going to show you the configuration which will help you to update description automatically on all ledger and transaction form. Normally in every business Finance team want's to know the reason behind every financial entry and we call it Narration in financial language. Narration is very important part... Continue Reading →
Store MSD365 Reports on Email as well as on One Drive or SharePoint using Microsoft Automate (Example – Daily Bank Balance Report)
Now a days writing logic is very simple, specially using Microsoft Power Automate (formally known as "Microsoft Flow") We can write a logic and build simple automation to speed up the process. Here in this post I am going to show the process to build a simple flow to store a specific Email Attachment to... Continue Reading →
Generating SEPA / ISO 20022 (Credit Transfer) Payment File using D365 Finance
Hi Guys, Payment to vendors and payment from customer are always 1st priority of any business. in current world our banking system is so strong that we almost forget about using "Paper Cheque" for payment, Electronic payment is now part of our life. Today I want to discuss and show the process of one of... Continue Reading →
Thailand Localization in Dynamics 365 Finance Part – 2 (VAT & VAT Reports)
Hello Folks! Thailand, one of the excited and famous place for tourist. We heard lot’s of thing about Thailand but here I’m planning to showcase something related to Localization of Thailand which is available as standard in Dynamics 365 Finance & Operation. I hope you have already seen & understand part -1 of this post. Let’s... Continue Reading →
Thailand Localization in Dynamics 365 Finance Part – 1 (VAT)
Hi Folks, Thailand, one of the excited and famous place for tourist. We heard lot's of thing about Thailand but here I'm planning to showcase something related to Localization of Thailand which is available as standard in Dynamics 365 Finance & Operation. Let's Start the journey. Value Added Tax - VAT Basics About Local Laws... Continue Reading →