Dynamics 365 expense management

Reimagined Expense Management in Microsoft Dynamics 365 for Finance and Operations

Employee expense management is a critical aspect of every project-based business. Providing your employees an easy to use expense reporting system is crucial to receiving expense reports in a timely manner. Microsoft Dynamics AX and Dynamics 365 for Finance and Operations have always supported end-to-end expense management, but there were a lot of areas that…
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The Integration Story with Microsoft’s Power Platform: Common Data Services for Apps, Dynamics 365 for Finance and Operations and Talent

The new version of Common Data Service, which is referred to as CDS for Apps (CDS 2.0), is extremely powerful — and when integrated with Microsoft Flow, PowerApps, PowerBI, and Dynamics 365 the results are unparalelled. In this post, we will walk through the steps to create, integrate, and test a complete Dynamics 365 integration…
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Dynamics 365 new features

Top Core Financials Features from Dynamics 365 Finance and Operations Version 8.1

The October 2018 release of Dynamics 365 for Finance and Operations (Version 8.1) introduced several new and very useful features in the core financials management area of the application, along with other new functionalities and enhancements across various other modules, analytics, overall platform, extensibility and more. In this blog post, we will review some of…
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D365 connecting PowerApps SharePoint Flow and more

Microsoft PowerApps, Microsoft Flow, SharePoint and Dynamics 365 Working Together, No Coding Required!

All who attended Microsoft Inspire in Las Vegas and the Microsoft Business Summit at Seattle this year would have heard a lot about the Microsoft Power Platform. All the surrounding apps and services in Dynamics 365, such as Microsoft PowerApps, Flow, Power BI, CDS, etc. now are referred as the new Power Platform. These powerful…
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HCM management solutions

Give Your New Hires the Ultimate On-boarding Experience with Microsoft Dynamics 365 for Talent

The workforce of the 21st century will be the millennials. They will be the dominant workers of the future for most of organizations in the years to come. Attracting those young talents and making sure they go through a seamless hiring and onboarding experience will ensure success in your overall talent acquisition process. Dynamics 365…
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Dynamics 365 custom fields

Dynamics 365: Add and Manage Custom Data Fields Without Requiring Code Development

In almost every implementation of business applications (ERP specifically), we often hear customers asking to add new custom data fields across various forms of the application, for them to be able to track additional data for their business needs. Sometimes, these custom data fields may involve certain level of custom business logic too, and sometimes these…
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Dynamics 365 data import error

Data Import Related Error When Importing Project Work Breakdown Structure – Draft Entity in Dynamics 365 For Finance and Operations

Here is a quick tip for an error related to data import of Project work breakdown structure – Draft entity using the Data Management framework in Dynamics 365 for Finance and Operations. If you are trying to import the Project work breakdown structure – Draft entity (ProjProjectWBSDraftEntity) and you are getting the error below, follow these steps to get…
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Vendor Onboarding in Dynamics 365

Advanced Vendor Collaboration and Vendor Onboarding in Dynamics 365 For Finance and Operations, Enterprise Edition

In one of my earlier posts, I elaborated some of the functionalities of the vendor collaboration/vendor self-service feature of Microsoft Dynamics 365 for Finance and Operations – Enterprise Edition and what was coming in future releases. With the Fall release (Version 7.3), Dynamics 365 for Finance and Operations has much more to offer to automate…
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