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

Dynamics 365 Project Operation integrated Approach — Transaction Categories

Hi Folks, As promised in previous post, this time I have tried to give a detailed understanding. I focus on the creation of Transaction Categories for Integrated Approach. Let's start. Creating Transaction Categories in Dynamics 365 Project Operations Transaction Categories are a foundational element in Dynamics 365 Project Operations, especially in environments integrated with Dynamics... Continue Reading →

January 20, 2026 0

Dynamics 365 Project Operation integrated Approach

Hi Folks, Today, after a long time, I got a chance to write something, so I thought I’d share my experience with Project Operation. I’ve been working with this product since last year, learning a lot about it and still learning, as we all know it’s still maturing. Let's start with some basic and will... Continue Reading →

November 13, 2025 1

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: Accounting Structure ft. Advance Rule

Hi Folks, Happy New Year and Welcome to 2023. Accounting software is all about control in Accounting Transaction. When we talk about control it is obviously important to make sure that system is allowing to post transaction after validating rules defined in system. We can configure the accounting rules in system by configuring proper accounting... Continue Reading →

January 2, 2023 1

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

Period Closing Procedure – Dynamics 365 Finance

Are you facing difficulties in month / quarter / Year End Procedure? Hi Folks, We all know that Dynamics 365 Finance & Operation is well-known for it's user-friendly interface. Specially when we talk about user interface, how can we miss the discussion of "Workspace". Currently we have 63 (as per PU:39) inbuilt workspace including few... Continue Reading →

June 2, 2021 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