Category Archives: Dynamics 365 Reporting

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

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 […]

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

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 […]

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

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.

Training Release Date and Unlimited Workflow Reports Lab Walkthrough in Dynamics 365 for Finance and Supply Chain

Dynamics 365 Workflow Reports Walkthrough

Happy Holidays everyone!  It’s that time of the year where the financial people just spend hours upon hours having to do work around the end of the year and closing.  Wouldn’t it be nice to have a nice little report that could show you all open tasks, what those tasks are used for, and who […]

Undocumented Trick to See Dimensions in D365 Project Level Transaction Reports Part 1 of 3

Package installation in Dynamics 365 Instructor Brandon

It’s the strangest thing. I’ve written hundreds of customized reports, but it seems like the most interesting ones in terms of challenges always revolve around the project module and Inventory Value reports. What I’ve noticed is several suttle changes to the data model in Dynamics 365, which affect general ledger reports, inventory value reports, and […]