IntelliDax

Tag: microsoft

  • Integrated Trial Environment with D365 F&O Access

    Integrated Trial Environment with D365 F&O Access

    —

    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

    —

    by

    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

    —

    by

    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

    —

    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…

  • Budgeting Configuration in D365

    Budgeting Configuration in D365

    —

    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

    —

    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…

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

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

    —

    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…

  • 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,…