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Continue reading →: Customer Prepayment without an InvoiceOn my previous blogpost, I discussed the new feature called “Prepayment customer invoice feature” that was introduced in Version 10.0.41. D365 Finance had always allow booking for Customer prepayments (Customer deposits) without paying against an invoice before the new feature was introduced where users could record the prepayments received from…
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Continue reading →: Customer Prepayment Invoice Feature – 10.0.41There are times when payment needs to be collected before the order is fulfilled, for example, a pre-order item or a make-to-order item. In D365 Finance, it allows you to collect prepayments from customer as a deposit. However, you do not issue an invoice to the customer or apply the…
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Continue reading →: Financial Tag Defaulting Rules FeatureD365 Finance offers the capability to define financial dimensions for transactions, making it easy to identify them across various departments, cost centers, projects, and other financial data tracked on the trial balance. Typically, once the account structure is established, companies avoid adding new financial dimensions unless absolutely necessary for reporting…
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Consolidate Online Using Templates – 10.0.40
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Continue reading →: Consolidate Online Using Templates – 10.0.40D365 Finance has always had the functionality of running consolidations through the consolidation online method. However, the user has no easy way to access what or when the process was run other than looking at the Batch jobs (if they were ran with Batch processing), or look at the Consolidate…
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Continue reading →: Customer and Vendor Balance NettingThere are times when both the customer and the vendor are the same party in a company. Before “Customer and Vendor Balance Netting” feature was introduced, D365 Finance users will have to manually create dummy payment journals to clear the invoices balances. With the “Customer and Vendor Balance Netting” feature…
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Continue reading →: Process Automation for AR and AP Foreign Currency Revaluation – 10.0.43When a Customer / Vendor transaction is posted with a currency that differs from the Accounting / Reporting currency in D365 Finance, it needs to be revalued to account for fluctuations in exchange rates. To record this unrealized gain / loss amount, users must manually run the AR / AP…
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Continue reading →: How to Hold a Vendor Invoice for PaymentIn D365 Finance, you have the flexibility to place a vendor on hold for various activities such as invoicing, payment, requisition, or purchase orders. However, if you choose to put a hold on the vendor account itself, it will impact all related activities for that vendor, not just a specific…
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Continue reading →: Accounts Receivable / Accounts Payable Foreign Currency Revaluation ProcessWhen a Customer / Vendor transaction is posted with a currency that differs from the Accounting / Reporting currency in D365 Finance, it needs to be revalued to account for fluctuations in exchange rates. To account for the unrealized / realized gain / loss amount, users must run the AR…
Hello,
I’m Cyndi
Welcome to D365 Deep Dive, a place where I share all my insights and knowledge about Dynamics 365 Finance (and maybe occasionally some Supply Chain Management stuff).
I’ve worked in all three different channels throughout my career in D365 – Partner, Microsoft, End User. I’ve seen many different use cases and user perspectives from both the external and internal viewpoints.
Join me as we explore the latest features and innovative solutions that D365 Finance has to offer. Let’s dive deep into the world of finance and technology together!
Credentials
- Dynamics 365: Finance and Operations Apps Solution Architect Expert – Since Oct 2020
- Dynamics 365 Finance Functional Consultant Associate – Since Aug 2019
- Dynamics 365 Supply Chain Management Functional Consultant Associate – Since Apr 2020
- Power Platform Solution Architect Expert – Since Jun 2021
- Power Platform Functional Consultant Associate – Since Feb 2021
- Dynamics 365 Customer Service Functional Consultant Associate – Since Jul 2022
- Power BI Data Analyst Associate – Since Oct 2021
- Dynamics 365 Fundamentals – Since Nov 2020
Let’s connect
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Categories
- Accounts Payable (8)
- Accounts Receivable (10)
- Cash and Bank Management (3)
- Consolidations (1)
- D365 Finance (18)
- Foreign Currency Revaluation (2)
- General Ledger (5)
- Period Close (1)
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