Getting started with Foreign Currency Revaluation in Dynamics 365 F&O
Foreign currency volatility is an unavoidable reality for businesses operating across borders. As companies expand internationally, fluctuating exchange rates make it harder to maintain accurate financial records and comply with accounting standards. If your finance team still handles foreign currency revaluation manually or through disconnected processes, it’s time to consider a modern approach to streamline […]
Transfer journal vs. transfer order in D365 F&O: When and how to use each?
Efficient stock movement is crucial for maintaining smooth warehouse operations and ensuring supply chains run smoothly without delays. In any ERP system, there are various ways to achieve this – some designed for speed and flexibility, while others are designed for control and detailed tracking. In Microsoft Dynamics 365 Finance & Operations (D365 F&O), two […]
Streamlining D365 F&O testing with the Regression Suite Automation Tool (RSAT)
In today’s dynamic deployment cycles, even a minor update in Microsoft Dynamics 365 Finance and Operations (D365 F&O) can lead to unexpected disruptions. Relying solely on manual testing often results in missed regressions, especially in complex, integrated environments. That’s where the Regression Suite Automation Tool (RSAT) steps in as a purpose-built Microsoft solution designed to […]
Configuring Unified Pricing Management in Dynamics 365 F&O: From setup to execution
Configuring Dynamics 365 Finance & Operations pricing often becomes challenging when multiple customer types, product attributes, and sales channels are involved. Without a clear structure, businesses risk inconsistent pricing, duplicated efforts, and errors in applying discounts or trade agreements. Unified Pricing Management (UPM) in Dynamics 365 offers a streamlined approach to setting up these rules. […]
Getting started with Unified Pricing Management in Dynamics 365 F&O
Managing pricing across multiple sales channels has traditionally been a challenge for businesses. Legacy tools in Dynamics 365 Finance & Operations pricing often created pricing silos, lacked flexibility for attribute-based adjustments, and made it difficult to maintain consistency across B2B, B2C, and retail channels. This typically resulted in manual workarounds, inconsistent margins, and missed opportunities […]
Migrating from legacy systems to Dynamics 365 Finance & Operations: A Practical use case
Migrating from a legacy ERP system to Microsoft Dynamics 365 Finance and Operations (F&O) represents a high-impact transformation for businesses seeking to modernize their operations and leverage the agility of the cloud. However, such a shift requires strategic planning, clear stakeholder alignment, and careful execution to avoid disruptions and ensure long-term success. In this expert-led […]
How to set up and configure order events in Microsoft Dynamics 365 Finance and Operations?
As organizations increasingly rely on digital platforms to manage their order lifecycles, visibility into every change and interaction becomes essential. Microsoft Dynamics 365 for Finance and Operations empowers businesses with a powerful capability called Order Events, designed to track, log, and audit key activities across the sales order process. In this blog, we explore how […]
Why SMBs trust Microsoft Dynamics 365 ERP to streamline growth?
Small and medium-sized businesses (SMBs) are the backbone of global economies. As they scale, operational complexity increases, making it more challenging to manage finance, sales, inventory, and customer service through spreadsheets or disconnected legacy systems. If you’re an SMB still relying on outdated software, the question isn’t if you should upgrade; it’s how to transition […]
How to configure RSAT for Dynamics 365 Finance & Operations: A step-by-step guide
Software updates, new deployments, and configuration changes are inevitable, but they also introduce uncertainty. Even the smallest change can impact critical business processes, disrupt workflows, or introduce risks that go unnoticed until it’s too late. That’s where the Regression Suite Automation Tool (RSAT) comes in. This guide explores the complete, end-to-end testing process using RSAT, […]
An implementation guide: Retrieving Dynamics 365 Finance and Operations data with Copilot Studio
As conversational AI gains traction across enterprise systems, integrating Microsoft Copilot Studio with D365 Finance and Operations can unlock powerful, low-code capabilities for real-time data access. In our previous blogs, we explored the potential of integrating Microsoft Copilot Studio with Dynamics 365 Finance, along with methods for retrieving data from your Finance and Operations (F&O) […]