Microsoft Dynamics 365

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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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