Introduction  The methodology selected plays a major role in the successful completion of projects, especially those that are complex like ERP and CRM implementations. To ensure that goals are reached, deadlines are met, and resource utilization is done effectively, project management methodologies offer an organized approach to project management and execution. Choosing the appropriate approach … Continue reading Project Management Methodologies for Successful ERP and CRM Implementations  →

Introduction: Businesses in the digital age depend on cloud platforms and ERP systems integrating seamlessly. Dynamics 365 Finance & Operations (F&O) and azure integration is one such potent combination. Numerous advantages, such as improved scalability, agility, and data-driven decision-making capabilities, are made possible by this integration. The step-by-step instructions for connecting Azure with Dynamics 365 … Continue reading Azure Integration with Dynamics 365 Finance & Operations →

Introduction: The 2024 Wave 1 release of Microsoft Dynamics 365 Business Central introduces a new feature called Page Scripting. This tool is designed to enhance User Acceptance Testing (UAT) by allowing users to record and replay their actions within the Business Central. This capability streamlines the UAT process by automating repetitive tasks and ensuring consistency … Continue reading Introducing the Page Scripting tool in D365 Business Central. →

Client Requirement: Financial Reporting Year Change from Jan-Dec to Apr-March The last financial year is January2021 to December2022. Client has the requirement to change the year to April to March. The transition year needs to be from January 2023 to March 2024. In Microsoft D365 F&O, fiscal calendar can be of 15months, however, ledger calendar … Continue reading Financial Reporting Year Change →

Introduction  Dynamics 365 Project Operations (PO) is a project management application within the Dynamics 365 suite. It is designed to manage project-related tasks, schedules, resources, and budgets. While they may include some financial functionalities, they often lack the comprehensive financial management capabilities that dedicated financial platforms offer.  In this article, we will explore several functions … Continue reading Integrating Project Operations to Financial Platforms  →

Each time I attempt to export a solution from the source environment to another environment, I receive the following notification “isGlobal information provided True doesn’t match the value stored in DB False.” As a result, importing the solution into the destination environment becomes challenging for the individual. Whenever this kind of error appears, it has … Continue reading How to Fix the error ‘’isGlobal information provided True doesn’t match the value stored in DB False.” in D365 CRM. →

Introduction By default, Business Central comes with 80GB of storage capacity across three sandbox environments and 1 Production Environment with an additional 3GB/Premium License, 2GB/Essential License, 1GB/Device license. These storage limits depending on your Business volume may run out if the data is not managed properly. Business Central now comes with a one stop view … Continue reading Reduce Storage Usage for Business Central using Data Administration →

Microsoft Azure provides a cloud-based storage service called Azure Blob Storage. It is made up of Blobs, which are files kept as individual units and arranged like folders inside of Containers. Uses of Azure Blob Storage include: Steps to Create Azure Blob Storage STEP 1: Access the Azure Portal. Before proceeding, please confirm that you … Continue reading How to create: Azure Blob Storage, Container and Blob →

Introduction In the realm of retail, the completion of a sale marks not only a transaction but also the onset of potential post-sale scenarios that demand careful handling to maintain customer satisfaction and uphold business integrity. Here, we have sold an item. Do you now have the situation where you need to: All these scenarios … Continue reading Managing Credits Without Returning Items to Inventory in D365 Business Central →

Introduction:  Many Businesses supports buying and selling items with different unit of measures. How to configure this in Business Central without showcasing your inventory in decimals. Let’s take an example: We will be buying the goods always in dozen whereas we can sell the items in PCS or CARTONS. Steps to achieve the goal: 2. … Continue reading How to Setup Alternative Unit of Measure in Business Central →