Microsoft Dynamics 365

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In the trenches with Dynamics 365 for Financials

By |May 9th, 2017|Blog, Microsoft Dynamics 365|

Boyer & Associates goes LIVE with its first Dynamics 365 for Financials client It’s official: Boyer & Associates’ first implementation of Microsoft Dynamics 365 for Financials is now live! We sat down with consultant Jason Baldwin to hear what it was like in the midst of our first implementation of Microsoft’s newest Software as a Service [...]

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Configure New Company in Dynamics 365 (Part 2)

By |March 8th, 2017|Blog, Microsoft Dynamics 365|

Standard Configurations of New Company Setup in Dynamics 365 for Financials: Part 2 Standard Assisted Setup Review — Additional Configurations Yesterday I showed you several standard configurations that are set up automatically when using the standard assisted setup tools to create a New Company in Dynamics 365 for Financials. Today's blog covers even more configurations that are set up automatically. [...]

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Configure New Company in Dynamics 365

By |March 7th, 2017|Blog, Microsoft Dynamics 365|

Standard Configurations of New Company Setup in Dynamics 365 for Financials Standard Assisted Setup Review of Configurations In my last blog, Assisted Company Setup in Dynamics 365, I reviewed the prompts involved in creating a new Dynamics 365 for Financials Company using the standard assisted setup tools. This blog will outline some of the many configurations that are set [...]

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Assisted Company Setup in Dynamics 365

By |February 28th, 2017|Microsoft Dynamics 365|

Walkthrough: Standard Assisted Setup of New Company in Dynamics 365 for Financials As discussed in my previous blog, when you create a new company and use the assisted company setup tool’s Standard Setup option, you get a lot of preconfigured data. This blog walks through using the assisted setup tools and reviews the configurations that [...]

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Set Up New Company in Dynamics 365

By |February 21st, 2017|Microsoft Dynamics 365|

How to Set Up a New Company in Dynamics 365 for Financials Follow these five steps to set up a new company in Dynamics 365 for Financials: After logging into your Dynamics 365 for Financials instance, search for and open the Companies page. Click the New button on the Ribbon. Assign a Name to the new Company. Note: After you [...]

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Vendor Expenses in Dynamics 365

By |February 7th, 2017|Blog, Microsoft Dynamics 365|

How to Record Vendor Expenses in Dynamics 365 for Financials There are a couple of options for recording vendor expenses in Dynamics 365 for Financials: (1) use Journals or (2) use Purchase Invoices along with Service Items. That said, I think only the Purchase Journal method makes sense. I'll clarify why below. Option 1 — [...]

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