IntelliDax

Tag: D365

  • Straight Line Service Life VS Straight Line Life Remaining

    Straight Line Service Life VS Straight Line Life Remaining

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    by

    Laeeq
    in

    First of all, let’s look at the two different depreciation profiles that will be used in our use case Navigate to Fixed Assets > Setup > Depreciation Profiles Straight line service life Straight line life remaining Create two fixed assets (One for Straight line service life and one for the straight line life remaining) Navigate…

  • Integrated Trial Environment with D365 F&O Access

    Integrated Trial Environment with D365 F&O Access

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    by

    Musab
    in

    In my previous blog I wrote about Invoice capture solution and it needed the Integrated power platform environment to set that up. New app like features in Dynamics 365 whether it’s Invoice Capture, Business Performance Analytics, Human Resources app, or Business Performance Planning—now requires an app setup within the Power Platform and most of the…

  • Invoice Capture Solution

    Invoice Capture Solution

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    Musab
    in

    Invoice capture automates the manual, time-consuming tasks involved in the accounts payable (AP) process. By leveraging AI and ML technologies like OCR and RPA, this solution simplifies invoice processing. When invoices are scanned, OCR extracts essential data, such as vendor information, invoice number, and line items. To run Invoice capture solution following pre-requisite needs to…

  • Advance Bank Reconciliation – Matching Types – Part 3

    Advance Bank Reconciliation – Matching Types – Part 3

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    Musab
    in

    Halloween is here, bringing chilly nights and eerie delights and here I’m diving deep into Advance Bank reconciliation features. Today blog is about Matching type in Advance bank reconciliation. Advance bank reconciliation support 4 types of matching conditions One to one is default setting. in Part 1 the matching rule was using this matching type.…

  • Advance Bank Reconciliation – Clear Reversal Entries -Part 2

    Advance Bank Reconciliation – Clear Reversal Entries -Part 2

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    by

    Musab
    in

    So in Part 1 of Advance bank reconciliation I discussed about the basic setup and configurations. In this part I’ll be writing about clearing the reversal transaction which exist in either our bank statement or D365 bank transaction This blog will cover following to Action of Advance Bank reconciliation These two feature can be selected under…

  • Activating new financial dimension without enabling the maintenance mode

    Activating new financial dimension without enabling the maintenance mode

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    by

    Laeeq
    in

    NOTE: This approach was not communicated directly by Microsoft hence, we need to approach Microsoft for the implications before replicating the same on production environment. We are familiar that whenever new financial dimension is created in D365, a pop up appears stating that “The activation of dimensions is only allowed when the system is in…

  • Budgeting Configuration in D365

    Budgeting Configuration in D365

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    by

    Musab
    in

    Budgeting is a critical tool for finance folk to help them maintain financial control over their operations which in turn help them to manage financial health and achieving strategic objectives of a business Dynamics 365 Finance offers robust budgeting capabilities, allowing organizations to create, manage, and monitor budgets effectively. We can also call these budget…

  • D365 Prepayment Customer Invoice Feature

    D365 Prepayment Customer Invoice Feature

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    by

    Laeeq
    in

    Today, we will explore a preview feature available in Microsoft Dynamics 365 that is known as “Prepayment customer invoice feature”. This long awaited feature in 10.0.41 allows business users to record and link the Customer Prepayments against the related Sales Order. Let’s explore the functionality together! Setups: Navigate to System Administration > Workspaces > Feature…

  • Advance Bank Reconciliation – Setup – Part 1

    Advance Bank Reconciliation – Setup – Part 1

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    by

    Musab
    in

    Bank reconciliations can be a time-consuming and error-prone task. Microsoft Dynamics 365’s Advanced Bank Reconciliation feature automates this process, saving your treasury team valuable time and improving accuracy. Microsoft has recently introduced several new features to Advance Bank Reconciliation. To provide a clear understanding, I’ll break down the process into multiple parts. This initial blog…

  • Demystifying Dynamics 365 Management Reporter: A Deep Dive into Its Components

    Demystifying Dynamics 365 Management Reporter: A Deep Dive into Its Components

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    by

    Musab
    in

    Financial reporting in Dynamics 365 can feel like navigating a labyrinth – time-consuming, complex, and demanding of valuable resources. But what if there was a tool that could transform this process, empower you to generate reports with ease and efficiency?  Dynamics 365 offer Management Reporter – a powerful add-in that unlocks a new world of financial reporting possibilities. In…