Microsoft Dynamics D365-POS Basic Operations Part 1
Navigating: The ‘Home’ screen can always be accessed from the tribar. The next two options are product searches. And the ‘Transaction basket’ is where most colleagues will spend their time. Home screen ‘Get Started’ tasks: Tasks operations and Customer: Show journal is a powerful transaction…
Microsoft Dynamics Add-Maintain Accounts and Financial Dimensions
Process Overview: adds accounts to the chart of accounts and adds cost center values, both in Workday, reciprocal entry of new values used will be required in D365. This document explains how to add new accounts and Cost center values (financial dimension values) in D365….
How Direct Delivery in D365 Enhances Supply Chain Efficiency
Purpose of Direct Delivery Reduce Lead Time: Direct Delivery is used to minimize the lead time between receiving an order and delivering it to the customer. Instead of routing the item through a warehouse, the product is shipped directly from the vendor to the customer….
Streamlining Supply Chain Operations: Understanding Intercompany Orders, Direct Delivery, and Drop shipping in Dynamics 365
In today’s fast-paced business landscape, companies must continuously optimize their supply chains to keep up with changing customer demands. Dynamics 365 Finance & Operations (D365 F&O) provides robust tools to manage various order fulfillment methods, such as Intercompany Orders, Direct Delivery, and Drop shipping. Each…
Security configurations Microsoft Dynamics D365 F&O- Part Two
Create and assign custom privilege: Let’s review how to create and assign the role of purchase order creation or delete etc. Like what we created in roles creation, we need to create a duplicate privilege. First, we will create a duplicate custom privilege and then…
Security configurations Microsoft Dynamics D365 F&O- Part One
Purpose Grant users access that allows only the levels of information required to do their jobs. Prevent access to objects a user does not own or share. Overview of role-based security Security roles All users must be assigned to at least one security role to…
Microsoft Dynamics 365 Retail & Commerce -Loyalty Programs Setup
Loyalty Programs Setup A loyalty program helps you ensure customer loyalty by rewarding customers for buying products in your retail stores. In retail stores, a plastic or paper card typically identifies the cardholder as a member of a loyalty program. This card may be referred…
