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Dynamics AX Blog by Sandeep Chaudhury:
Manage Retainer agreements/contract billing in Dynamics 365 Project Operations
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…
2020-12-26
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ProjOps
PSA
D365ProjOps
Retainer billing
Blog posts
63 views
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1 month ago
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Dynamics AX Blog by Sandeep Chaudhury:
Manage complex deals/contract structures with ease in Dynamics 365 Project Operations – Deep dive into project contracts
Sandeep Chaudhury
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…
2020-12-25
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Blog posts
Dynamics 365 Project Operations
67 views
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1 month ago
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Dynamics AX Blog by Sandeep Chaudhury:
Unify your Project centric business with Dynamics 365 Project Operations – Best of all Microsoft applications in one package for project based organizations
Sandeep Chaudhury
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…
2020-12-23
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Blog posts
Dynamics 365 Project Operations
dynamics AX 2012
81 views
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1 month ago
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Dynamics AX Blog by Sandeep Chaudhury:
Azure Data Lake(Gen2) integration with Dynamics 365 for Finance and Operations
Sandeep Chaudhury
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…
2020-8-28
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F&O
F&O Big data
Big Data
D365 F&O
dynamics AX 2012
368 views
0 comments
4 months ago
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Dynamics AX Blog by Sandeep Chaudhury:
Useful new features under Project accounting module of Dynamics 365 Finance that you must checkout
Sandeep Chaudhury
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…
2020-7-10
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Project Accounting
Blog posts
dynamics AX 2012
322 views
0 comments
6 months ago
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Dynamics AX Blog by Sandeep Chaudhury:
Additional “Settlement” type transactions on Customer and Vendor transactions page in D365 Finance – Why do you see these and how to fix it?
Sandeep Chaudhury
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…
2020-6-26
Mirror post
D365 Finance
Blog posts
Dynamics 365 for Finance and Opertions
D365 F&O
Dynamics 365 For Operations
367 views
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7 months ago
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Dynamics AX Blog by Sandeep Chaudhury:
Additional “Settlement” type transactions on Customer and Vendor transactions page in D365 Finance – Why do you see these and how to fix it?
Sandeep Chaudhury
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…
2020-6-26
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211 views
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7 months ago
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Dynamics AX Blog by Sandeep Chaudhury:
Dual Write feature for D365 F&O is now generally available – Great news for Dynamics 365 customers and prospects!!
Sandeep Chaudhury
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…
2020-3-30
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Common Data Service
Blog posts
CDS
Dynamics 365 For Finance and Operations
Dynamics 365 Finance
467 views
0 comments
9 months ago
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Dynamics AX Blog by Sandeep Chaudhury:
Get your users from just using Dynamics 365 to Loving Dynamics 365 for Finance and Supply Chain Management
Sandeep Chaudhury
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…
2020-3-3
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User Productivity
Dynamics 365 for Supply Chain Management
Blog posts
Dynamics 365 For Finance and Operations
Dynamics 365
425 views
0 comments
10 months ago
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Dynamics AX Blog by Sandeep Chaudhury:
Some new improved features in Project accounting module in Dynamics 365 for Finance and Operations
Sandeep Chaudhury
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…
2019-10-8
Mirror post
dynamics AX 2012
806 views
0 comments
over 1 year ago
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Dynamics AX Blog by Sandeep Chaudhury:
How “Business Events” feature in Dynamics 365 for Finance and Operations enables you take optimum advantage of Microsoft power platform(Microsoft Flow)
Sandeep Chaudhury
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…
2019-6-26
Mirror post
dynamics AX 2012
575 views
0 comments
over 1 year ago
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Dynamics AX Blog by Sandeep Chaudhury:
Dynamics 365 Project Timesheets Mobile app – Seamless Project timesheet entry and approvals on the Go in Dynamics 365 For Finance and Operations!
Sandeep Chaudhury
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…
2019-4-30
Mirror post
Blog posts
Project Time Management
Dynamics 365 For Finance and Operations
Dynamics 365
MobileApp
528 views
0 comments
over 1 year ago
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Dynamics AX Blog by Sandeep Chaudhury:
Common Data Service for Apps, Dynamics 365 for Talent and Dynamics 365 for Finance & Operations, The integration story with the new Power platform from Microsoft
Sandeep Chaudhury
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…
2019-2-7
Mirror post
dynamics AX 2012
745 views
0 comments
over 1 year ago
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Dynamics AX Blog by Sandeep Chaudhury:
Common Data Service for Apps, Dynamics 365 for Talent and Dynamics 365 for Finance & Operations, The integration story with the new Power platform from Microsoft
Sandeep Chaudhury
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…
2019-2-6
Mirror post
dynamics AX 2012
566 views
0 comments
over 1 year ago
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Dynamics AX Blog by Sandeep Chaudhury:
Some useful new features of Dynamics 365 for Finance and Operations version 8.1 under Core Financials management module – Part 1
Sandeep Chaudhury
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…
2019-1-17
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core financials
Blog posts
D365
Dynamics 365 For Finance and Operations
Dynamics 365
530 views
0 comments
over 2 years ago
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Dynamics AX Blog by Sandeep Chaudhury:
Microsoft PowerApps, Microsoft Flow, SharePoint and Dynamics 365 working together, No coding required!! Check out my new post.
Sandeep Chaudhury
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…
2018-8-4
Mirror post
Blog posts
1199 views
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over 2 years ago
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Dynamics AX Blog by Sandeep Chaudhury:
Microsoft PowerApps, Microsoft Flow, SharePoint and Dynamics 365 working together, No coding required!!
Sandeep Chaudhury
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…
2018-8-4
Mirror post
dynamics AX 2012
538 views
0 comments
over 2 years ago
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Dynamics AX Blog by Sandeep Chaudhury:
Configure Currency exchange rate providers and import exchange rates automatically in Dynamics 365 for Finance and operations
Sandeep Chaudhury
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…
2018-7-29
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OANDA exchange rate feed
Blog posts
Dynamics 365 For Finance and Operations
Dynamics 365
OANDA Exchange rates
1077 views
0 comments
over 2 years ago
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Dynamics AX Blog by Sandeep Chaudhury:
Data import related error when importing Project work breakdown structure – Draft entity in Dynamics 365 For Finance and Operations
Sandeep Chaudhury
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…
2018-5-31
Mirror post
Dynamics 365 For Finance and Operations - Enterprise
Project WBS
Blog posts
Dynamics 365 For Finance and Operations
roject work breakdown structure - Draft Entity
1165 views
0 comments
over 2 years ago
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Dynamics AX Blog by Sandeep Chaudhury:
Advanced Vendor Collaboration and Vendor Onboarding in Dynamics 365 For Finance and Operations, Enterprise edition
Sandeep Chaudhury
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…
2018-3-16
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Vendor onboarding
Vendor Collaboration
Vendor Self-service
Blog posts
Dynamics 365 For Finance and Operations
1928 views
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over 2 years ago
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Dynamics AX Blog by Sandeep Chaudhury:
Take advantage of configuration data templates for seamless data import and export management in your Dynamics 365 For finance and operations implementation
Sandeep Chaudhury
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…
2017-11-5
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Blog posts
Dynamics 365 For Finance and Operations
DIXF
Data Templates
data management
1920 views
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over 3 years ago
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Dynamics AX Blog by Sandeep Chaudhury:
My favorite features from July 2017 update of Microsoft Dynamics 365 For Finance and Operations – Enterprise Edition
Sandeep Chaudhury
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…
2017-7-17
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Platform Update 8
July 2017 Update
Dynamics 365 For Finance and Operations - Enterprise
Enterprise Edition
Microsoft Dynamics 365
1759 views
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over 3 years ago
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Dynamics AX Blog by Sandeep Chaudhury:
Powerful Mobile Workspaces/Apps in Dynamics 365 For Finance and Operations, for Android and iOS, Get more done on the Go!
Sandeep Chaudhury
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…
2017-6-28
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Windows
Play Store
Mobile Workspaces
Blog posts
Dynamics 365 For Finance and Operations
2164 views
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over 3 years ago
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Dynamics AX Blog by Sandeep Chaudhury:
Manage your Project Resources efficiently with Resource request workflow in Microsoft Dynamics 365 For Operations
Sandeep Chaudhury
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…
2017-6-3
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Dynamics 365 For Operations
1698 views
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over 3 years ago
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Dynamics AX Blog by Sandeep Chaudhury:
Vendor Prepayments and Revenue Recognition For Fixed Price projects in Dynamics 365 For Operations
Sandeep Chaudhury
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…
2017-4-7
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Vendor Prepayments
Revenue recognition
Blog posts
Prepayment
Fixed price project
1915 views
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over 3 years ago
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