The Optimisation Advisor in Dynamics 365 for Finance and Operations

In the Spring ’18 release of Dynamics 365 for Finance and Operations (read more here), Microsoft has introduced the Optimisation Advisor (or Optimization Advisor if you are American). As far as I can tell, the Optimisation Advisor (OA) is Microsoft’s first tentative step into automating business rule controls, solution optimisation and, dare I say it? […]

Read More The Optimisation Advisor in Dynamics 365 for Finance and Operations

Microsoft’s consistent way of managing the Dynamics 365 for Finance and Operations Lifecycle

Since Dynamics 365 for Finance and Operations (D365FO) was released there have been some inconsistencies and, at times, confusion on how and when changes were made. This is all about to change with Microsoft’s latest announcement on how they intend to manage the life-cycle going forward. You can read the Microsoft announcement here. Some of […]

Read More Microsoft’s consistent way of managing the Dynamics 365 for Finance and Operations Lifecycle

Import AP Invoices into Dynamics 365 for Finance and Operations

Recently, Microsoft announced improvements in AP automation for Dynamics 365 for Finance and Operations (D365FO). More specifically, they provided a framework for importing invoices into the pending invoices tables. You can read more about the framework here. Basically, the framework consists of three data entities, namely: Vendor invoice header. Vendor invoice line. Vendor invoice document […]

Read More Import AP Invoices into Dynamics 365 for Finance and Operations

The Ideal ERP RfP

Having worked on “both sides of the fence” I have produced and responded to hundreds, if not thousands (certainly feels like it), of RfPs related to ERP. Now, I think, it is time to reflect on what my ideal RfP would look like. And let’s be clear: I am pretty sure there is no-such-thing as […]

Read More The Ideal ERP RfP