Unified Pricing Management Part 2
Unified Pricing Management in D365 FO: From Trade Agreements to Margin Adjustments Pricing in Dynamics 365 Finance and Operations becomes more powerful when you understand how the pricing engine evaluates attributes, trade agreements, base prices, and margin adjustments together. In this part of the series,…
Unified Pricing Management Part 1
Introduction Unified Pricing Management in Dynamics 365 Finance and Operations provides a centralized framework to define, manage, and execute pricing strategies across products, customers, and sales channels. This document introduces the key concepts of Unified Pricing Management, including price structures, pricing attributes, price groups, discounts,…
Understanding MCP Server Part 4
From ERP Data to Business Action: Copilot Cowork with D365 FO Sample Problem It’s Monday morning. The CFO wants a cash flow view for the next 30 days. Someone pulls AR aging from D365. Someone else exports AP invoices. A third person checks the bank…
Understanding MCP Server Part 3
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…
