Unifying CapEx and Project Delivery: The Impact of Investment Projects in Dynamics 365 Project Operations

Project finance circular workflow illustration: Funding, Planning, Execution, Monitoring, Returns, and Synchronization.

🧩 What Are Investment Projects? In D365 Finance, Investment Projects are used to manage capital expenditure (CapEx) and internal initiatives that eventually result in: Creation of fixed assets Capitalisation of costs Tracking of work‑in‑progress (WIP) Multi‑year internal development or infrastructure projects These project types have long existed in Finance, but Project Operations did not previously... Continue Reading →

April 2, 2026 0

We got a problem! (With new feature! )

The author discusses an issue encountered within the Microsoft Dynamics 365 Finance & Operations (D365 FO) update 10.0.37. The update had enabled a feature titled 'Enhanced performance for source document accounting framework' by default, leading to several unexpected repercussions, including disregard for accounting structure validation and financial calendar periods, and no more validation errors. Although the feature could be temporarily disabled after posting all GL Entry, it re-enables with every software update. Microsoft acknowledged the problem as a bug, promising correction in version 10.0.39.

November 30, 2023 0

Heart of Dynamics 365 Finance : Financial Dimensions

Hi Folks, If you are working with AX 2012 or Dynamics 365 Finance & Operation you must have heard the word "Financial Dimensions". Do you know what is the "Financial Dimension" means? and what is the use and features related to it in Dynamics 365 Finance & Operation? If No, keep reading I have list... Continue Reading →

August 17, 2022 1

Heart of Dynamics 365 Finance : Main Accounts (Part – 2)

I hope you enjoyed my last blog on Main Account (Part-1). As we know Main account is key part of chart of accounts I have tried my best to provide the explanation on Key fields on Main Account form up to General Tab. Now, Let’s understand the important filed and parameters of Main Account form... Continue Reading →

August 6, 2022 2

Purchase Requisition (PR) View Control in Dynamics 365 SCM

Hi Folks, While implementing Dynamics 365 SCM for multi legal entity we all received requirement to have Control on View of "Purchase Requisition" to one Legal entity. By default PR function if organization wide function so we can't control with Legal entity. But, we can control few thing by applying proper security control & maintaining... Continue Reading →

September 3, 2021 1

Segregation of Duties (SOD) in Dynamics 365 Finance & Operation

Hi Folks, If you are Finance team member, you must have heard this something about "Internal control" and "Segregation of duties". As we all know that Internal control is very wide terminology and it includes Preventive Control and Detective Control. It's always favorite part of Financial Auditor and System Auditor. Segregation of Duty is one... Continue Reading →

September 1, 2021 0

Year End Procedure – Dynamics 365 Finance – Bye bye 2020

Year 2020...…. I don't want to discuss in detail but as we know, it' worst year in human history in last century. We lost too much, in terms of human life, Jobs, Travelling, habits, etc. in the year 2020. The only thing we haven't lost is "HOPE". We all have hope that everything will be... Continue Reading →

December 26, 2020 0

How to configure default description of an automated transaction?

Hi Folks, In this post I am going to show you the configuration which will help you to update description automatically on all ledger and transaction form. Normally in every business Finance team want's to know the reason behind every financial entry and we call it Narration in financial language. Narration is very important part... Continue Reading →

August 19, 2020 0

Store MSD365 Reports on Email as well as on One Drive or SharePoint using Microsoft Automate (Example – Daily Bank Balance Report)

Now a days writing logic is very simple, specially using Microsoft Power Automate (formally known as "Microsoft Flow") We can write a logic and build simple automation to speed up the process. Here in this post I am going to show the process to build a simple flow to store a specific Email Attachment to... Continue Reading →

July 26, 2020 0

Generating SEPA / ISO 20022 (Credit Transfer) Payment File using D365 Finance

Hi Guys, Payment to vendors and payment from customer are always 1st priority of any business. in current world our banking system is so strong that we almost forget about using "Paper Cheque" for payment, Electronic payment is now part of our life. Today I want to discuss and show the process of one of... Continue Reading →

July 25, 2020 1