Category Archives: Dynamics 365 Reporting

Techno-functional Dynamics 365 F&S Data Model, Part 13 of 25 – Job Creation Process

Today, we’re going to look at one of the most frequently used processes in the application – create job. A job is a collection of tasks and responsibilities that are required from a person who performs a job. Areas of responsibility, job tasks, job functions, skills, education information, and certificates that are required for a job.

Techno-functional Dynamics 365 F&S Data Model Explanations for Reporting, Part 11 of 25 - How to Create a Customer Account

This blog post helps you to have hands-on learning of one of the most frequently used processes in the application— customer creation, with our easy-to-learn techno-functional walkthrough. By the end of this blog post, you will develop a clearer understanding of the process. Learning how to perform this process is extremely important, as any organization you work in deals with customers to sell products and services.

Techno-Functional Dynamics 365 F&S Data Model Explanations for Reporting, Part 09 Of 25 – Create a Sales Packing Slip

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There are multiple processes associated with sales order in Dynamics 365 F&S. Previously we learned the functional and technical process behind sales order creation process and picking list creation for sales order in Dynamics 365. In this blog post, we will walk you through the last step of the picking and shipping process of a sales order—create a sales packing slip.

Techno-Functional Dynamics 365 F&S Data Model Explanations for Reporting, Part 8 of 25-Picking List Creation for Sales Order

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Things have changed a lot since I started blogging over a decade ago. There are so many wonderful topics to blog and learn on today; it seems like one doesn’t even know where to start. To make the process more friendly, I’ve introduced a new sort of techno-functional blog tutorial. In this series, some very talented developers from my team have contributed their expertise to assist with this content approach to ensure that we keep our quality and quantity high. I hope you all sincerely enjoy the new approaches that we’ve innovated.. And as always, don’t hesitate to reach out to me.. I’m always here to help

Techno-functional Dynamics 365 F&S Data Model Explanations for Reporting, Part 7 of 25 – Sales Order Creation Process

Techno-Functional

Things have changed a lot since I started blogging over a decade ago. There are so many wonderful topics to blog and learn on today; it seems like one doesn’t even know where to start. To make the process more friendly, I’ve introduced a new sort of techno-functional blog tutorial. In this series, some very talented developers from my team have contributed their expertise to assist with this content approach to ensure that we keep our quality and quantity high. I hope you all sincerely enjoy the new approaches that we’ve innovated.. And as always, don’t hesitate to reach out to me.. I’m always here to help.

TechnoFunctional Dynamics 365 F&S Data Model Explanations for Reporting, Part 6 of 25 – Create and submit a Purchase Requisition

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Purchase requisition is a step in the purchasing workflow that provides a way to accept, track and authorize purchasing requests from any internal department. Once approved, a requisition is an internal document that authorizes the purchasing department to buy items or services.

Also, the approved purchase requisition can be used to create the purchase order in the system. Purchase orders are the external documents that the purchasing department submits to vendors.