Latest Articles from Microsoft on Finance and Supply Chain
Learn about online financial consolidations that use templates in General ledger, including an outline and process for performing consolidation.
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.
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.
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.
This module describes how to design and plan an implementation of finance and operations apps using Lifecycle Services.
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.
This article provides an overview of omnichannel media management in Microsoft Dynamics 365 Commerce.
Learn about the types of support that are involved in the project lifecycle and best practices for monitoring your environments.
This article covers the store selector module and describes how to add it to site pages in Microsoft Dynamics 365 Commerce.
This article describes how to set up and transfer a European Union (EU) sales list with Microsoft Dynamics 365 Finance.
Learn how to set up a vendor method of payment for a ISO20022 credit transfer or any other payment type using electronic reporting to generate a file in Microsoft Dynamics 365 Finance.
This article describes how to create the instructions for electronic payment of vendor invoices that must be sent to the bank in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to set up, create, and manage absorption costs for Brazil with Microsoft Dynamics 365 Finance.
This article describes how to generate an ISO20022 direct debit payment file for a customer who has direct debit configured and an invoice to be paid in Microsoft Dynamics 365 Finance.
This article describes how to set up and post fixed asset preacquisitions with Microsoft Dynamics 365 Finance.
This article describes how to set up and register transactions for an advance holder in Microsoft Dynamics 365 Finance.
Learn how to specify a lading address for an intracommunity trade transaction with Microsoft Dynamics 365 Finance.
Learn how to generate a tax reconciliation report for Icelandic and Norwegian legal entities with Microsoft Dynamics 365 Finance.
Learn about how to set up VAT ID registration prerequisites such as setting up a registration type and assigning it to a registration category in Microsoft Dynamics 365 Finance.
Learn how to import a customer payment electronic reporting configuration in Microsoft Dynamics 365 Finance.
This article describes how to configure the fixed asset PIS and COFINS tax credit to be appropriated in installments in Brazil with Microsoft Dynamics 365 Finance.
Learn about how to enable an EU entry certificate, configure a customer account to use entry certificates, and issue a certificate with Microsoft Dynamics 365 Finance.
Learn how to export the Intrastat declaration in the electronic file format and preview the declaration data in a Microsoft Excel format.
This article describes how to acquire and dispose of a CIAP fixed asset in Brazil with Microsoft Dynamics 365 Finance.
Learn how to import a vendor payment electronic reporting configuration with Microsoft Dynamics 365 Finance.
Learn how to attach printed payment slips to project invoices and provide a payment reference for posting and settlement in Microsoft Dynamics 365 Finance.
This article describes how to create and submit a VAT report to the German authority with Microsoft Dynamics 365 Finance.
Learn how to perform a party search using a registration ID with Microsoft Dynamics 365 Finance.
This article describes how to generate the RPS for a service fiscal document posted after a sales invoice for a service is issued in São Paulo city Brazil with Microsoft Dynamics 365 Finance.
This article describes how to export and import transactions for General ledger consolidation for Brazil with Microsoft Dynamics 365 Finance.
Learn how to set up a customer bank account and a customer direct debit mandate in Microsoft Dynamics 365 Finance.
This article describes how to cancel a customer fiscal document that marks the fiscal document as canceled and reverses all ledger and financial transactions in Brazil with Microsoft Dynamics 365 Finance.
Learn about how to register an EU entry certificate issued by a third-party and received from your customer with Microsoft Dynamics 365 Finance.
Learn how to work with the Traceability app in Power Apps.
Learn how to manage and use project item requirements with purchase orders.
This article describes how to set up distributed order management (DOM) functionality in Microsoft Dynamics 365 Commerce.
Learn how to manage Microsoft Azure Maps in Dynamics 365 Commerce.
Learn how to migrate a CHE load balancer for existing CHE environments.
This article provides information about working with the Integration journal in Project Operations.
Learn how to update invoice line details on an existing proforma project-based invoice that is in Draft status.
Learn how to avoid errors caused by invalid Dataverse actuals that were rolled back.
Access answers to frequently asked questions about the AI technology that's used in AI summaries with Microsoft Copilot in Dynamics 365 Supply Chain Management.
Learn how to clear bridge payaments in advanced bank reconciliation in Microsoft Dynamics 365 Finance version 10.0.39, including prerequisites and various outlines.
This article provides an overview of the various types of Microsoft Copilot-generated summaries that are available in Dynamics 365 Supply Chain Management.
This article provides an overview of the Microsoft Dynamics 365 Payment Connector for Adyen.
Learn about how the archive feature in Microsoft Dynamics 365 finance and operations apps supports table customizations, including code examples.
Learn about the release schedule for proactive quality updates (PQUs), including an outline on station-to-region mapping.
Learn how administrators can enable basic Copilot capabilities in finance and operations apps.
The Landed cost module helps businesses streamline inbound shipping operations by giving users financial and logistical control over imported freight.
When an order or voyage is set up to use goods-in-transit processing, goods can be invoiced before they have been received in the warehouse for consumption.
Learn about Microsoft Dynamics 365 US Government products that are available to qualified government and private entities.
Learn how to set up users, security roles, and row-level security for Demand planning with an outline on configuring security roles and duties.
Access answers to some frequently asked questions about credit checks, credit holds, and the warning and error messages that you might receive in Credit management.
Learn about the "Packing" work order type, which manages work for packing containers and supports partial shipments of packed containers.
Access an overview of functionality specific to Latin American, including an outline on country/region localization availability.
Learn the steps, considerations, and best practices for converting a Demand planning environment from sandbox to production.
This article describes how to make electronic payments by transferring files between a legal entity and a bank in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to create a tax assessment for the IPI tax for a given booking period in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to create and post a journal for manual PIS and COFINS tax adjustments by using the adjustment codes defined by the tax authority in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to set up adjustment codes for the ICMS tax in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to create a tax assessment for the ICMS tax for a selected booking period in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to create and post tax adjustment transactions in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to cancel a customer invoice for a project or fiscal document in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to create nonfiscal document transactions to include in the SPED EFD text file in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to create and issue a new tax fiscal document and generate a Nota Fiscal eletrônica (NF-e) in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to generate debit notes for projects to get reimbursement for expenses incurred in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to issue a fiscal document to a customer who bought goods from a fiscal establishment in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to enter a CIAP transaction in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to apply interest and fines on customer payments that are delayed in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to create a new tax fiscal document and generate a Nota Fiscal eletrônica (NF-e) in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to post a fiscal document received from the acquisition of fixed assets and then recover the ICMS taxes in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to make a tax assessment for ISS tax for a given booking period that considers the amount of tax to recover and the amount of tax to pay in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to make manual adjustment transactions to adjust the credit of reported PIS and COFINS amounts in various records in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to use the CIAP fixed asset transactions page to create CIAP credit installments in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to set up interest and fines on customer payments in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to set up fiscal document source text in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to set up adjustment codes for IPI taxes in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to create the tax assessment for PIS/COFINS contributions for a given booking period in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to calculate the CIAP credit amount in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to apply interest and fines on vendor payments that are delayed in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to set up PIS and COFINS tables in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to create tax adjustment codes to manually adjust ICMS tax amounts on fiscal documents in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to issue a service fiscal document for a customer who bought services from the fiscal establishment in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to issue a fiscal document for a customer who bought a fixed asset from a fiscal establishment in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to issue customer fiscal documents for a project in Brazil with Microsoft Dynamics 365 Finance.
This article describes how to set up tax exemptions for the Superintendência da Zona Franca de Manaus (SUFRAMA) region in Brazil with Microsoft Dynamics 365 Finance.
Learn how to start to use master planning functionality in Dynamics 365 Supply Chain Management, including outlines on availability and licensing.
Learn about features that Planning Optimization doesn't yet support and that aren't listed on the Planning Optimization fit analysis page.
Learn how to verify your current setup and data against the capabilities of the Planning Optimization functionality, including a step-by-step process.
Learn about the new master planning engine, Planning Optimization, and about migration from the existing engine with an outline on new deployments.
Learn how to continue using the deprecated master planning engine for existing companies until they're ready to be migrated.
Learn how the new Planning Optimization planning engine is now replacing the legacy build-in planning engine and when the deprecated engine will be removed.
Learn about the freight reconciliation process, including outlines on manual reconciliation and automatic reconciliation.
Learn about features that are either new or changed in Microsoft Dynamics 365 Supply Chain Management 10.0.32 with a table outlining feature areas.
This article provides information about the released versions of Dynamics 365 Project Operations.
This article provides information about the Microsoft Dynamics 365 Project Timesheet mobile application. The Project Timesheet mobile app enables users to submit and approve timesheets for projects on their mobile device.
Access an overview of engineering change management, which helps you plan and manage product versioning, and manage product lifecycles and engineering changes.
Learn about product dimensions, with outlines on product variants, setting up product dimensions, version product dimensions, and examples.
Learn how to install and configure the Document Routing Agent for deployments of Microsoft Dynamics 365 Finance.
This article describes for which countries and regions electronic invoicing is supported or planned in Microsoft Dynamics 365 Finance.