D365 Finance

by Philip Most
Technology Consultant
Finance

Welcome to my blog, a place where I share niche finance-oriented D365 solutions. Anything from Accounts Payable configurations to the advanced bank reconciliation. Please feel free to reach out and connect!

Explore my site and all that I have to offer—perhaps my blog will help solve a problem or kickstart a design!

I hope that we can succeed together.

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Bank Reconciliation Matching Rules by Groups in D365

mostphil11

Oct 13, 20234 min read

Bank Reconciliation Matching Rules by Groups in D365

Microsoft Dynamics 365 version 10.0.36 introduces user-friendly bank reconciliation matching rules that enhance advanced bank rec.

723 views1 comment

Auto Import BAI2 files via SharePoint to D365 ABR

mostphil11

Sep 15, 20234 min read

Auto Import BAI2 files via SharePoint to D365 ABR

Review of the 10.0.36 release of Microsoft Dynamics 365 introducing an out-of-the-box functionality for automating BAI2 file import.

514 views0 comments

Automating Purchase Order Confirmation with Batch Jobs in D365

mostphil11

Aug 16, 20232 min read

Automating Purchase Order Confirmation with Batch Jobs in D365

This blog explores the parameters and workflows that ensure seamless approval and smooth progression of purchase orders.

114 views0 comments

Auto-assigning Legal Entity using Microsoft's New Invoice Capture OCR Tool

mostphil11

Aug 7, 20232 min read

Auto-assigning Legal Entity using Microsoft's New Invoice Capture OCR Tool

Microsoft's latest innovation, the Invoice Capture solution, revolutionizes accounts payable management by automating invoice processing....

71 views0 comments

Understanding the Process Allocation Request feature in D365

mostphil11

Aug 1, 20233 min read

Understanding the Process Allocation Request feature in D365

Understanding how to effectively use the process allocation request feature in D365 Finance and Operations.

58 views0 comments

Defaulting Financial Dimensions to an Employee in D365

mostphil11

Jul 17, 20231 min read

Defaulting Financial Dimensions to an Employee in D365

This quick article demonstrates the ability to default financial dimensions on an employee record in D365 F&O.

482 views0 comments

Integrating D365 Finance with Third-party Software using Data Events and Power Automate

mostphil11

Jul 11, 20236 min read

Integrating D365 Finance with Third-party Software using Data Events and Power Automate

As Microsoft turns the tanker towards its "One Dynamics One Platform" vision, functional D365 consultants also need to begin that pivot....

290 views0 comments

mostphil11

Jun 17, 20222 min read

Automating Vendor Remittance in D365

Out-of-the-box feature for automating vendor payment remittance advice in D365.

471 views0 comments

Fixed Asset Depreciation and Non-Gregorian Calendars in D365

mostphil11

Apr 13, 20222 min read

Fixed Asset Depreciation and Non-Gregorian Calendars in D365

If you are using a 4-4-5 or any other non-Georgian calendar and trying to record, track and house fixed assets in D365. You may have run...

90 views0 comments

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