Summary
Architecture
- Microsoft Dynamics 365 Business Process Catalog
- UML for ERP implementation
- Start Power Apps and D365FO integration journey
- General journal entry – Tool Kit Guide
- Leasing solution landscape
- Budget solution landscape
- Landed cost application overview
- Invoice capture – Architectural perspective
- Invoice Capture – Overview configuration
- Vendor prepayment management
Navigation
- Filtering options
- Add new workspace’s components based on the date range
- Change session date – Posting date
- View all fields value
Account payable
- Feature: Vendor account rename data maintenance
- Feature: Increase the length of invoice numbers
- Invoicing
- Invoice caputre
- Invoice capture – Architectural perspective
- Presentation Invoice capture for users
- Invoice Capture – Overview configuration
- Invoice Caputre – System preference
- Invoice capture – Manage processing rules
- Invoice Capture – Manage configuration group
- Invoice Capture – Configuration mapping rules
- Invoice capture – Enable parameters for invoice capture in D365FO
- Vendor Self-invoice
- Pending Invoice – Data Entities
- Purchase invoice – view transaction settle
- Feature: Enable credit invoicing for vendor invoices
- Workflow – Approver based financial dimension or project responsables
- Invoice caputre
- Payment
- Customer and Vendor payment throughout a proposal
- Customer and Vendor payment throughout settle function
- Automatic payment
- Customer or vendor manual payment
- Customer and Vendor payment journal
- Vendor postdated checks
- Vendor check
- Vendor prepayment management
- Vendor prepayment invoice feature
- Vendor advance payment
- Feature: Merge payment schedule for customer transactions or vendor transactions
- Choose from more exchange rate types for currency revaluation
Account receivable
- View balance for single customer
- Invoice
- Payment
- Choose from more exchange rate types for currency revaluation
Budget
- Budgeting plan allocation
- Budget planning configuration – Budget planning process
- Budget planning configuration – User and employee
- Generate budget plan from forecast positions
- Budgeting plan aggregation
- Budgeting plan distribution
- Budget planning configuration – Scenario & Layout
- Budget planning configuration – Organization
- Generate budget plan from budget entry
- Generate budget plan from budget plan
- Generate budget planning from the general ledger
- Simulate Budget planning with Excel
- Manage budget plan with excel
- Budget solution landscape
- Transfer budget planning to a budget entry
- Generate budget planning from the forecast demand/supply
- Generate budget planning from the fixed asset forecast
- Generate budget planning from the project forecast
Cash and bank
Cost management
- Potential conflicts – inventory and general ledger
- Release financial report
- Error: Closing / Recalculation prevent to inconvenience
Expense
- Expense – Accounting entry
- Expense reporting – Process
- Intercompany expense
- Reset unposted expense documents to draft
- Workflow – Approver based financial dimension or project responsables
- Expense Reports: Automatically Inheriting Financial Dimensions from the Employee
Fixed asset
- Inventory to fixed assets journal
- Capitalize journal entry to a Fixed asset
- Capitalized Fixed asset in D365FO
- Calcolo Ammortamenti – Mezza aliquota automatica (ita)
General Ledger
- Auto-populating financial tags using financial tag rules
- Feature: Allow edits to internal data on general ledger vouchers
- Default description
- General journal – Excel add-in
- General ledger workflows
- Intercompany accounting journal
- Journal description & reason
- Accrual scheme
- Ledger calendar management
- Blocking journal
- Posting restriction
- Journal control
- Automate ledger settlements
- Periodic journal
- Automatic reverse journal
- Journal template registration
- Automatic Journal posting
- What’s the derived financial dimension?
- Advance financial dimension inherited rules from user master data
- Audit trial
Landcost
Product management
Project
Procurement
- Feature: Vendor account rename data maintenance
- Automatic charge for sales and purchase order
- Which product receipts are missing?
- Workflow – Approver based financial dimension or project responsables
Sales and marketing
- Approved customer list
- Sales order – Margin alert
- Sales price quantity conversion
- Automatic charge for sales and purchase order
System
- Configure cross-company data sharing
- Schedule batch tasks
- Workflow – Completion policy
- Data tracking
- Data log
Tax
Dax365FO 