Latest Articles from Microsoft on Finance and Supply Chain
Learn how to exclude specific transactions or transaction types from master planning calculations, including prerequisites.
Learn how to configure the Warehouse Management app to connect to your Dynamics 365 Supply Chain Management environment using user-based authentication.
Discover ERP evolution, boosting productivity and efficiency by upgrading to finance and operations cloud service. Learn about updates, tools, and data upgrades.
Upgrading from Microsoft Dynamics AX 2012 to Dynamics 365 Finance is a significant step towards modernizing business systems, involving thorough planning, data and code preparation, testing, and cutover. This module provides a comprehensive guide to ensure a smooth transition with minimal downtime, covering best practices, toolkits, and tips for a successful upgrade.
X++ is an object-oriented language. This module introduces X++ development for finance and operations apps, which is performed in Visual Studio.
In today's global market, businesses receive and send payments using different currencies. Exchange rates must be managed properly to lower the monetary loss when accepting multiple currencies. Understanding how to forecast the amount of loss or gain caused by changes in exchange rate values can help you make smart business decisions to handle cash discounts and payments.
Learn core finance and operations development concepts, including packages, models, metadata management, source control with Azure DevOps, and Dynamics Lifecycle Services.
Automate data extraction from scanned documents or images using optical character recognition (OCR) technology.
Learn to configure fiscal calendars, differentiate between ledgers, and create date intervals for accurate financial data recording.
Manage subscription revenue and recurring billing with Dynamics 365 Finance, including setting up billing schedules and creating milestone billing.
Learn how to set up the General ledger, where all other modules post their related financial transactions.
Learn to set up and use intercompany accounting for centralized processes, posting journals between different legal entities efficiently.
You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.
Learn to record and reconcile financial transactions, configure banks and cash flow forecasts, and automate updates in Dynamics 365 Finance.
Dynamics 365 offers a large range of cloud-driven applications that help organizations optimize their business so they can reach their full potential. This module explores the Dynamics 365 ecosystem and how the apps work together to help your organization reach its fullest potential. Additionally, this module describes the major components of finance and operations apps that are important for you to know before you begin developing.
Finance and operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.
Empower business users to make important decisions by using analytics and reporting in finance and operations apps.
Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps.
When you're collaborating with other developers, it's important to manage your source code by using version control. For finance and operations apps, source code is managed by using Azure DevOps within Visual Studio.
Learn how to configure workflows, assign users, and use work items functionality.
Microsoft Dynamics 365 Commerce unifies back-office, in-store, and digital experiences to personalize customer engagement, increase employee productivity, optimize operations, and deliver better business outcomes.
Learn to configure and use accruals and allocations in finance, ensuring accurate revenue and expense tracking by distributing amounts across ledger accounts.
Explore Visual Studio's capabilities for finance and operations app development, including project creation, data synchronization, and element design.
Connect to your finance and operations apps data by using data entities, where data is accessed outside of the application and with different endpoint and external applications.
Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and reimburse a customer.
Explore how to configure the Accounts payable module, set up vendor posting profiles and payments in Dynamics 365 Finance.
Integrate with finance and operations apps using REST API data packages, import/export APIs, check status, and create wrapper classes in C# and X++.
Design and create workspaces to increase efficiency and add advanced features to the developer environment.
Set up recurring integrations to enable exchange of documents between finance and operations and other apps.
As a developer, you're usually part of the data integration scenarios during and after a finance and operations apps implementation. This module explores web application programming interfaces (APIs) that are available for finance and operations apps and helps you understand the key differences between synchronous and asynchronous integrations for the application.
Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps. These tools help identify performance issues, monitor environment health, validate app functionality, and conduct stress testing. By optimizing resource usage and addressing performance bottlenecks, you can improve app reliability and enhance the overall user experience. Insights from these tools help you make data-driven decisions so that you can maintain high performance standards and ensure smooth app operation in finance and operations apps.
Extended data types (EDTs) and base enumerations (enums) are data types that are created and managed in the development environment. Base enums represent a list of literals, while EDTs are reusable data types that have a specific definition. The Application Object Tree (AOT) in finance and operations apps contains many existing EDTs and base enums that can be extended for use in your project, or you can create new data types. This module will focus on creating new data types.
Learn how to enable features, disable them, and reschedule them in the Feature management workspace.
A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing finance and operations apps.
Business events provide a mechanism that lets external systems receive notifications from finance and operations apps. In this way, the systems can perform business actions in response to the business events.
A report is a structured presentation of data. Reporting presents data in a way that lets you make informed decisions by using data visualizations, dashboards, financial reporting, and structured documents. finance and operations apps provide several reporting tools that you can use to meet different reporting needs. This module will help you become familiar with the various reporting options that are available with finance and operations apps.
Integrate finance and operations apps with Microsoft Excel for data manipulation and integration with Power BI and Microsoft Dataverse.
Although most customers pay their invoices on time, you need to be able to process invoices that aren't paid by their due date. This module shows you how Dynamics 365 Finance helps companies to process collections for delinquent customers
Explore how to define, create, and manage tables in finance apps using Visual Studio for efficient data handling and development.
Learn how to personalize finance and operations apps to empower employees and enforce UI for staff.
You can use the Cash and bank management module in Dynamics 365 Finance to maintain an organization's bank accounts and the financial instruments that are associated with those bank accounts. These instruments include deposit slips, checks, bills of exchange, and promissory notes. You can also reconcile bank statements and print bank data on standard reports.
Learn how to extend a table and create a form extension in this module on customizing finance and operations apps.
Postdated checks are checks that are issued to make and receive payments on a future date. Therefore, the check can't be cashed until the specified date. Dynamics 365 Finance supports the full management cycle for postdated checks in both accounts receivable and accounts payable.
Customize and implement recurring contract billing features with Dynamics 365 Finance for greater control over item and contract billing.
Learn how to configure and create fixed assets to comply with international accounting standards.
Administrators often need access to their data from finance and operations apps, to perform analytics that will help ensure that certain parameters or business metrics are met.
Classes are blocks of code that contain data and methods. When developing for finance and operations apps, you use the X++ language to create new classes.
Discover how to set up and handle letters of guarantee in Dynamics 365 Finance, to ensure payment in case of default.
This module provides the tools and information that you need to effectively use class extensions in finance and operations apps. It shows you how to enhance and extend the functionality of classes without altering their original source code. Additionally, the module covers key concepts, such as method wrapping and the chain of command, allowing for controlled, layered customization of system behavior.
Forecast customer payments, cash flows, and budget proposals in Dynamics 365 Finance with intelligent machine learning.
This module introduces the concepts, information, and processes for the e-commerce site that relates to the business-to-business processes in Dynamics 365 Commerce.
Improve forecasting accuracy with Intelligent cash flow tool in Dynamics 365 Finance.
Organizations have a lot of data. When an organization grows, its ability to provide context for all that data becomes increasingly crucial. Reports can organize data in a meaningful way. Finance and operations apps include reporting tools to help you create reports for your organizations, SQL Server Reporting Services (SSRS), Microsoft Power BI, and Microsoft Excel reports. You can use these reporting tools to visualize a data set in many ways, including as a tabular layout with collapsible tables and by using dashboards. Throughout this module, you build a foundation to design, create, and modify reports.
Discover the functionality and tools available in Lifecycle Services for finance and operations apps.
Lifecycle Services helps you host finance and operations apps environments. It provides repeatable processes to support consistent success with each delivery. Lifecycle Services is available to customers and partners as part of their support plans.
Analyze and improve customer payment predictions in Dynamics 365 Finance to enhance collections process and track forecasted late payments.
Microsoft Power Platform services like Power Apps and Power Automate, and the Common Data Model are tools that you can use to create efficient ways to get more work done with finance and operations apps.
Dynamics 365 Commerce delivers a complete omnichannel solution that unifies the operating system, in-store, and e-Commerce experiences to personalize customer engagement, increase employee productivity, optimize operations, and deliver better business outcomes.
Application Lifecycle Management (ALM) is the management of computer programs, which includes managing requirements, software architecture, software development, software maintenance, change management, continuous integration, project management, and released management. Learn about ALM to plan, create, test, and implement code for finance and operations apps.
Finance and operations apps are customized by using extensions, which let you add functionality to model elements and source code in the Application Object Tree (AOT) by using Visual Studio.
Configure and use an electronic reporting tool to adopt new regulatory requirements and generate business documents.
This module describes how to design and plan an implementation of finance and operations apps using Lifecycle Services.
User acceptance testing is an important step in the go-live preparation. You can use RSAT to automate test cases.
Forms are created and managed in Visual Studio and will display to the user as web pages. This module explains how forms are created and managed in the finance and operations apps developer environment, along with how to optimize the performance of forms.
Learn about the benefits of the unit test framework, Task Recorder, and Best Practices tool in finance and operations apps.
The implementation lifecycle for finance and operations will help you to understand the best practices recommended to accomplishing a successful journey through a finance and operations implementation, and the tools available to support it.
If you understand the security architecture of finance and operations apps, you can customize it to fit the requirements of your business. finance and operations apps, helps keep your sensitive data safe, and users focused on their roles.
When it's time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in finance and operations apps.
Learn to set up the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that aren't related to sales orders. This module also explains how to receive customer payments by using several different payment types, such as cash, checks, credit cards, and electronic payments.
Enhance financial planning with Dynamics 365 Finance Business performance planning and its custom Power BI visuals.
Discover how Dynamics 365 Finance empowers business users to stay in control of finances and manage funds with accurate information for financial planning and forecasting.
Identifying design and deployment processes that conform to organizational policies will help you in developing for finance and operations apps, and ensure that code is deployed to the correct environments to avoid issues in production.
Learn how to build mobile experiences for finance and operations apps by using virtual entities
Discover how to navigate finance and operations apps efficiently, enhance productivity with workspaces, use filters, search effectively, compare views, and switch between view/edit modes.
All your hard work becomes a success by moving the implemented solution in finance and operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go-live with a finance and operations apps project by using Microsoft Dynamics Lifecycle Services .
By using batch jobs, you can avoid slowing down your computer or the server during typical working hours. You can run many tasks in finance and operations apps as part of batch jobs. For example, batch jobs can include tasks for printing reports, performing maintenance, or sending electronic documents.
Although most customers pay their invoices on time, you must be able to process invoices that aren't paid by their due date. Accounts receivable collections information is managed in one central view by using the Collections page in Dynamics 365 Finance. Credit and collections managers can use this central view to manage collections.
Learn how to use machine learning to analyze historical data and generate a budget proposal in Dynamics 365 Finance.
Accounting distributions are used to define how an amount is accounted for. For example, how the expense, tax, or charges are accounted for on a vendor invoice. Every amount must be accounted for when the vendor invoice is journalized has one or more accounting distributions.
Learn how to set up funds, derived dimensions, and financial hierarchies for the public sector using Dynamics 365 Finance.
This module describes how to get help and find out more about finance and operations apps.
Handle customer payments and predict future cash flows with Finance insights.
Learn to track subscription billing revenue with multiple element revenue allocation and MEA templates.
By optimizing your development for performance, you can ensure that your work is useful and appreciated by users. As a finance and operations apps developer, you should understand how your designs can be properly optimized for performance.
This module introduces the concepts and practices for using source control in finance and operations apps. It covers fundamental source control tasks, such as checking in and checking out code, creating branches, and managing versions.
Learn about the benefits of a centralized global address book for storing and updating contact information in one place.
Use Dynamics 365 Finance to customize revenue recognition rules, set up schedules, manage inventory, and define pricing efficiently.
Finance and operations apps are integrated with Microsoft Azure to help power many of its built-in capabilities, such as search and intelligence. This module will focus on custom cloud integrations that you can build that are unique to your own project integration needs.
Configure and manage discrete manufacturing in Dynamics 365 Supply Chain Management, including production orders, BOMs, resources, routing, and scheduling to ensure efficient production processes.
Manage the procure-to-purchase process in Dynamics 365 Supply Chain Management, including creating requisitions, RFQs, purchase orders, and using procurement catalogs to streamline purchasing.
Configure and manage the procure-to-purchase process in Dynamics 365 Supply Chain Management, including creating requisitions, sending request for quotations (RFQs), generating purchase orders, and tracking vendor performance.
Microsoft Dynamics 365 Human Resources uses Dataverse to enable extensibility and integration scenarios.
This article describes recruitment in Dynamics 365 Human Resources.
This article provides an overview of the Benefits management feature in Dynamics 365 Human Resources.
This article describes how to use compensation management to manage and process compensation plans.
This article provides an API and custom fields reference. It also provides information on integrating with other apps.
This article provides a list of the help topics and other resources to set up, manage, and troubleshoot Dynamics 365 Human Resources.
Configuring costing sheets in Dynamics 365 Supply Chain Management offers several benefits, including accurate tracking of manufacturing costs by segmenting them into categories like material, labor, and overhead. It supports the calculation of indirect costs, providing a clear view of total product costs. Costing sheets also enable better pricing strategies, improved budgeting, and effective cost control, leading to more informed decision-making and enhanced financial management.
Configuring manufacturing execution is crucial because it streamlines production processes, enhances visibility into real-time operations, improves efficiency, reduces downtime, and ensures accurate tracking of materials and work orders. This leads to better decision-making, optimized resource use, and improved product quality, ultimately driving greater overall performance in manufacturing operations.
Manufacturing execution is crucial for streamlining production processes and improving operational efficiency. It allows businesses to track time, materials, and costs in real time, ensuring accurate job registrations and optimized resource usage.