Resources

Article

Effects of Tax Reform on NOLs and Section 382

The recent major changes to the tax treatment of net operating losses will affect tax returns and fi...

Article

D365 F&O Errors: What Does the "Allow Multiple Transactions Within One Voucher" Parameter Really Mea...

Microsoft has introduced a new General Ledger parameter labeled "Allow multiple transactions within one voucher."

Article

Microsoft Dynamics CRM MultiSelect Option Sets: Pros and Cons

Microsoft Dynamics 365 for Sales version 9.0 saw a substantial refresh to Microsoft's Dynamics 365 CRM platform

January 07, 2019

Article

Dynamics 365 PSA vs Projects Module: Maybe You Don't Have to Decide

Microsoft has worked to integrate the two similar offerings.

November 29, 2018

Article

Customer Workflows in Dynamics 365 for Finance and Operations

How to use the customer workflows as well as the setup and configuration in Dynamics 365 for Finance and Operations.

November 25, 2018

Article

Big Improvements to Personalization Using "Saved Views" in D365 F&O

In Dynamics AX 2012, you could personalize a form then save it with a name in a public view.

October 31, 2018

Article

How to Use ERP Regression Testing to Prevent Downstream Disaster

Changes in your Microsoft Dynamics ERP can have major downstream impacts, because your systems are integrated.

October 31, 2018

Article

Best Practices for Background Checks

Make sure you're using employment background checks to your best advantage to avoid putting yourself at risk.

October 07, 2018

Article

Where's My SmartList? Migrating from GP to D365 F&O

Microsoft Dynamics GP clients rely on SmartList as a way to get data out of GP and build Excel-based reports.

September 11, 2018

Article

IRS Regs Detail How Businesses Can “Aggregate” for the QBI Deduction

Aggregating qualified businesses can potentially allow a taxpayer with high taxable income to claim ...

Article

How to Manually Add Financial Dimension Mapping to the Excel Journal Entry Import Template

Excel Journal Entry Import template, comes standard with Microsoft Dynamics 365

September 04, 2018

Article

Electronic Reporting in Dynamics 365 for Finance and Operations

Dynamics 365 for Finance and Operations offers a robust and configurable Electronic Reporting (ER) tool

September 04, 2018

Article

Forging Your Spouse’s Signature on a Tax Return May Not Be a Problem…Until It Is!

A court rules that joint tax returns were valid despite the husband forging his wife's signature.

August 30, 2018

Article

Extensions for D365 Customization: How to Submit Extensibility Requests

Microsoft is hard sealing the Dynamics 365 for Finance and Operations application suite

August 30, 2018

Article

D365 Customization: Extensions vs. Overlays and Why It Matters

Microsoft is making it D365 customizations easier by replacing "overlays" with "extensions" that are easier to install

August 22, 2018

Article

New Monitoring Tools and Capabilities for D365 for Finance and Operations

Daily monitoring and maintenance of your Dynamics 365 for Finance and Operations system via Lifecycle

August 22, 2018

Article

The Hidden Costs of Poor 409A Compliance

A guide for CFOs and their boards to understanding why quality 409A valuation compliance is importan...

Article

Do You Know the ABCs of HSAs, FSAs and HRAs?

There continues to be much uncertainty about the Affordable Care Act and how such uncertainty will i...

Article

Dynamics 365 Sales Relationship Analytics Preview

Relationship Analytics, an Embedded Intelligence preview feature for Sales

June 25, 2018

Article

Tip: How to See Database Tables in D365 for Finance and Operations―Without VSTS

Here's a neat trick to see your data tables in Microsoft D365 for Finance and Operations

June 18, 2018

Article

Embedding PowerApps in Dynamics 365 for Finance & Operations

Embed a PowerApp in Dynamics 365 forms or workspaces!

May 02, 2018

Find a Resource