Document Focus This document covers two essential concepts in Microsoft Dynamics 365 Finance and Operations analytics: Business Performance Analytics (BPA) • Installation and Standard Reporting • How facts and dimensions drive value chain analysis Dynamics 365 ERP Analytics Making Reporting Simple • How the ERP…
🚛 Join us for an insightful in-house session on Transportation Management! Explore the fundamentals of Transportation Management in Microsoft Dynamics 365 and discover how businesses can optimize logistics, streamline operations, and improve supply chain efficiency. 📅 Date: 27 April 2026 🕑 Time: 02:00 PM –…
Understanding MCP Server Part 2
MCP Server Enablement for End-to-End Purchase Order Processing via Microsoft Teams 1. To improve operational efficiency and reduce manual effort in Purchase Order (PO) processing, the MCP Server is being explored as an orchestration layer for an agent-driven solution integrated with Microsoft Teams. This approach…
Understanding MCP Server Part 1
Working with MCP Understanding MCP An MCP server works like a safe middle layer between an AI agent and existing systems or APIs. • The actual APIs still do all the real work • The MCP server just wraps them in an AI-friendly way This…
Asset Leasing in D365 Finance & Operations User Manual
Introduction Asset leasing is a critical function for businesses that require the use of assets without ownership. Microsoft Dynamics 365 Finance and Operations (D365 FCO) offers robust tools to manage asset leasing efficiently. This user manual will guide you through the processes involved in asset…
Quality Order Process- Sales Return
Quality Order Process- Sales Return The Quality Order process for sales returns D365 Finance and Operations. This process ensures that returned goods are properly inspected and their quality is assessed before being restocked or processed further. Business Case A paper manufacturing company, “Evergreen Paper Mills,”…
Data Archival with Long Term Retention in D365 Finance and Operations
Archiving with Dataverse’s long-term retention helps save space mainly by moving older, less frequently used data out of your primary Dataverse tables into a lower-cost storage tier, while keeping it retrievable if needed. Note: Archival is also possible if field customizations have been done on…
Enabling Inventory On-Hand Mobile App for D365 Finance and Operations
Use of Inventory On-Hand Mobile App in D365 The Inventory On-Hand mobile app in Microsoft Dynamics 365 Finance and Operations (D365 FO) empowers warehouse and inventory personnel with real-time visibility into stock levels directly from a mobile device. Key Benefits: Real-Time Inventory Visibility: Access up-to-date…
PRODUCTION CONTROL
PRODUCTION CONTROL – PART #1 Overview of series – Learning discrete manufacturing and understanding costing by setting up scenarios in dynamics 365. Overview of this document – Here we are only discussing the production scenario which we will be testing in the ERP system. Scenario………………………………………………………………………………………………………….
Ledger Allocations in Dynamics 365 Finance
In Dynamics 365 Finance, ledger allocations can be handled using two standard approaches within General Ledger: ⬛¹⬛ Allocation Terms on the Main Account ⬛2 Allocation Journals Both methods allow organizations to distribute ledger transactions across main accounts and financial dimensions — for example,…
