One of my favorite features that is both a power user function and an ease-of-use tool is the native Excel integration throughout Dynamics 365 F&O. With the native Excel integration to create, delete, and update in Excel, you can save your users a ton of time while making it easy to use. Today I am going to show some details on how to permanently customize one of our journal templates for use in Excel.
Today I'm going to do a quick introduction to the three different budget modules that are available for general-ledger level budgeting. After reading this post, you'll have a basic understanding of budget register, budget planning, and budget control. If you haven't yet taken a look at budget planning, now is a great time to do so!
Follow these quick and easy steps to enable financial dimensions for Excel templates and OData scenarios in Dynamics 365 Finance & Operations. Using OData to import and work with data is often faster than by entering records in the Dynamics 365 application. I have a link to my completed project if you'd like to apply this change in your Contoso demo environment as well.
There is a ton of new functionality available every month to customers. With such a large amount of functionality introduced, how can an organization stay on top of what features they should prioritize to unlock new capabilities, improve performance, or automate manual processes?
Interruptions can be a significant loss in productivity, but they are something we usually can't avoid. Check out an existing option you may not have known about and a new feature to enable an extended timeout to avoid unexpected productivity or data loss from being logged out.
We have a fantastic new report that I have had customers asking me about for years. We now have a trial balance report based on Electronic Reporting that can generate a trial balance including unposted transactions. This is a great time saver during close where you can preview journals and verify expected results prior to final posting.