IntelliDax

Tag: D365

  • How to Integrate Dynamics 365 Data into Power BI for Enhanced Business Analytics

    How to Integrate Dynamics 365 Data into Power BI for Enhanced Business Analytics

    —

    by

    Musab
    in ,

    In Microsoft Dynamics 365, we have multiple reporting options. It can either be Management Reporter, a solid GL-based financial reporting tool, or creating more complex, format-compliant reports using Electronic Reporting, which has all entities and data tables at your disposal. Both of these tools come in handy for functional consultants to meet clients’ reporting needs.…

  • Part 3 – Setting up number sequences

    Part 3 – Setting up number sequences

    —

    by

    Musab
    in ,

    In my previous blog, I discussed the creation of a legal entity So, once a legal entity is created, we need to set up a number sequence. Number sequences play a crucial role in D365 for generating unique identifiers for both master and transactional data. Let’s take the example of managing customers in the system.…

  • Manage Tax 1099 in D365

    Manage Tax 1099 in D365

    —

    by

    Musab
    in

    Form 1099 is an IRS tax form used to report income other than wages, salaries, and tips. Common types of income reported on Form 1099 include royalties, rents, prizes and awards, and non-employee compensation. Filing and reporting Form 1099 correctly is essential for both payers and recipients to fulfill their tax obligations. To do this,…

  • Part 2 – Creation of Legal Entity in D365

    Part 2 – Creation of Legal Entity in D365

    —

    by

    Musab
    in ,

    To start setting up Dynamics 365, you need to create a legal entity A legal entity in Dynamics 365 is a business organization that is registered with a legal authority. This means that it has a legal name, a registered address, and a tax identification number. Legal entities can enter into contracts and are required…

  • Part 1 – Free access to D365 training environment

    Part 1 – Free access to D365 training environment

    —

    by

    Musab
    in ,

    Learning by doing is a tried-and-true method for centuries to master new skills. When you learn by doing, you are actively engaged in the learning process and are able to make mistakes and learn from them. This is much more effective than simply reading about a tool or watching someone else use it. People have…

  • Subscription Billing – Expense Deferrals

    Subscription Billing – Expense Deferrals

    —

    by

    Musab
    in

    In previous article I talked about revenue deferral functionality in subscription billing module which you can read through this URL https://intellidax.net/2024/10/09/subscription-billing-revenue-deferrals/ By using subscription billing module we can also manage expense deferrals and create prepaid schedules in D365. “For this purpose let assume a simple case study where USMF contracted with a company providing cleaning…