Sandeep Chaudhury

For project based service organizations such as the Marketing agency, Legal and IT consulting world, it is very common to require their customers to partially or fully pay for professional services in advance of the work getting done. This type of billing…

In today’s post, we are diving deep into managing complex project contracts/deals in Dynamics 365 Project Operations. We will break down the building blocks of project contracts and understand what each attribute of the contract represents and how it…

In an e arlier post , I wrote about overview of the new Dynamics 365 Project Operations solution from Microsoft and the 3 different deployment modes available for customers today. I was finally able to free up some time to deploy the new general available…

Business Intelligence and Reporting has evolved in Dynamics 365 Finance and Operations since it’s launch. Entity store is the default relational database for dynamics 365 for finance and operations containing several aggregate measures and customers…

Hope everyone out there is keeping safe and healthy. We are living in unprecedented times and navigating this phase of the our lives certainly has been teaching us new thing every day! I finally took some time out from the schedule to review some…

Here is a quick tip for you all if you ever see additional transaction entries on the Customer or Vendor transaction page with Transaction type = Settlement offsetting each other, when you settle and post a customer payment for an invoice. These additional…

Here is a quick tip for you all if you ever see additional transaction entries on the Customer or Vendor transaction page with Transaction type = Settlement offsetting each other, when you settle and post a customer payment for an invoice. These additional…

If you are in the Dynamics space, you probably know the investments Microsoft has been making in Common Data Service (Aka CDS) platform. All business applications under the Dynamics 365 umbrella are connected to a CDS environment by default and they…

As end users of any product, software application or any other app, we all love to spend less time in the system and get more done with less effort. Also we all love if the system gives us the flexibility to personalize the way we want it. Using an ERP…

Here are few tips on some of the small improvements in functionalities under the Project accounting module in D365 F&O. Prevent project closure if open transactions exists: This is one of the most common requirements to make sure the Project is…

One Version(Evergreen Application), Power Platform, AI, Mixed reality, Virtual agent (BOT), Machine learning, IoT . These are buzzwords that are not uncommon to hear these days, when you talk of any business application. The landscape of ERP and…

Last few months have been pretty busy with lot of our customers getting ready to move to Dynamics 365 for Finance and Operations “ONE Version. All of you should probably know already what “ONE Version” is and what are some of the key expectations around…

Check out my new blog post on Common Data Service, Microsoft Power Platform and the out of the box integration between Dynamics 365 For Talent and Finance & Operations. https://dynamics365.wordpress.com/2019/02/06/common-data-service-for-apps…

Check out my new blog post on the Power platform and the integration of D365 For Talent and Finance & Operations using Common Data Service. Microsoft Dynamics 365 Blog In one of my earlier posts, I discussed briefly about the testing I did for…

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 several other new functionality and enhancements across…

Check out my new blog post on how Microsoft PowerApps, Microsoft Flow, SharePoint and Dynamics 365 working together with no coding required. https://dynamics365.wordpress.com/2018/08/04/microsoft-powerapps-microsoft-flow-sharepoint-and-dynamics-365…

Microsoft Dynamics 365 Blog All of you who attended the Microsoft Inspire and Las Vegas this year and the Microsoft Business Sumit at Seattle, would have heard a lot about the Microsoft Power platform. All the surrounding apps and services in Dynamics…

Microsoft Dynamics 365 For Finance and Operations provides integration with 3 exchange rate providers out of the box. Central Bank of Russian Federation Central Bank of Europe OANDA Depending on the country of your operations or your preference…

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…

Hello Everyone, It has been quite sometime i have not written here. Last few months were very busy with several things and that did not allow any time to spend on blogging. I finally managed to get some time here!! In one of my earlier posts, I elaborated…

The Data Management Framework of Dynamics 365 For Finance and Operations – Enterprise Edition provides advanced data management capabilities which makes the overall data export and import really seamless easy, for both standard Dynamics 365 data entities…

One of the most awaited releases of Dynamics 365 For Finance and Operations is now available (The July 2017 and Platform Update 8). Lot of new capabilities and exciting new features across all the functional modules and quite a few technology stack improvements…

Starting with the Update 3 release of Dynamics 365 For Finance and Operations (I will refer this as D365FO from here on), Microsoft introduced the concept of “Mobile Workspaces” for D365FO. This works across all major mobile platforms, i.e. Android, iOS…

In some of my earlier posts , I discussed about the various capabilities of the Project resource management feature of Dynamics 365 For Operations and how it can help Professional Services firms manage their project resources, to ensure optimum resource…

Hello, Good to be back here on the blog !!! Jumping straight into topic here today about a new addition of a feature for vendor prepayments in relation with fixed price project revenue recognition !! Issuing large amounts of prepayments to vendors is…