How to develop number sequence in X++ in Microsoft Dynamics 365 Finance and Operations
Number sequence is a feature in Microsoft Dynamics 365 Finance and Operations that enables the system to generate a unique identifier for records automatically. It lets you to define a specific format for the identifier, tailored to the type of record being created. This feature is particularly useful in situations where a unique value is […]
Comparing Dynamics 365 Customer Service and Salesforce Service Cloud
In the world of customer service management, two CRM giants – Salesforce Service Cloud and Dynamics 365 Customer Service (a module of Dynamics 365 Customer Engagement) – are leading the charge in transforming how businesses engage with their customers. Whether you’re handling a simple inquiry or managing complex service requests, the right platform can make […]
Streamlining development with unified developer experience for Finance and Operations apps
The unified developer experience for finance and operations apps is designed to streamline and enhance the process of developing, customizing, and maintaining applications within the Dynamics 365 Finance and Operations ecosystem. It not just brings together various tools and environments from finance and operations apps but also from Power Platform, streamlining workflows and simplifying cross-app […]
Smarter scheduling and resource management with Copilot in Dynamics 365 Field Service
Technological advancements are continually reshaping how field services are performed, reported, and managed. In today’s fast-paced environment, everyone demands field service to be swift, efficient, and reliable. However, managing field services comes with its share of challenges, from administrative inefficiencies to on-the-job safety concerns. These issues, if left unaddressed, can lead to breakdowns in processes, […]
Purchase and sales ordering with catch weight items in Dynamics 365 Finance and Operations
In Part 1 of this guide, we walked through the foundational steps for setting up catch weight products or warehouse management processes. Now, let’s dive deeper into how these settings come into play within the sales and purchase order processes. Understanding how to effectively handle catch weight management during these transactions is crucial for accurate […]
Setting up catch weight products in Dynamics 365 Finance and Operations: A complete guide
Managing products with varying weights or sizes can be a logistical nightmare for businesses across multiple industries. That’s where catch weight (CW) functionality in Microsoft Dynamics 365 Finance and Operations (F&O) comes in, providing a solution tailored to streamline inventory processes and ensure precision. Whether you’re working with bulk goods or manufacturing components, the ability […]
Consignment inventory in Dynamics 365 F&O: Receiving and consuming your consignment
Consignment inventory management plays a crucial role in modern supply chains, enabling businesses to reduce upfront costs, maintain optimal stock levels, and respond swiftly to market demands. In the first part of this blog series, we explored how Microsoft Dynamics 365 simplifies consignment inventory management, turning it into a streamlined, efficient, and highly flexible process. […]
What are deep links and how to generate them in Dynamics 365 Finance & Operations?
Deep links in Dynamics 365 Finance & Operations offer a powerful way to enhance navigation and user experience. By creating URLs that directly lead to specific forms, records, or pages within the application, deep links save time, reduce complexity, and enable seamless access to critical data. Whether you’re an administrator configuring workflows or a developer […]
How to create an encrypted field in Dynamics 365 Finance and Operations
In today’s data-driven business environment, safeguarding sensitive information is more important than ever. Microsoft Dynamics 365 Finance and Operations provides robust tools to help organizations meet data security and compliance requirements. One such feature is the ability to create encrypted fields, which ensures that critical data, such as personal identifiers or financial details, is securely […]
8 compelling benefits of Microsoft Dynamics 365: Why should you make the switch?
Microsoft Dynamics 365 is a suite of intelligent business applications designed to help you manage your entire organization and achieve better results through automation, centralization, AI-powered insights and predictive analytics. Whether you choose one, a few, or all the applications, Dynamics 365 is built to integrate seamlessly with your existing systems, providing a comprehensive solution […]