Category Archives: Dynamics 365 Tutorials

Techno Functional Dynamics 365 Data Model Explanations for Reporting, Part 12 of 25 - How to Create a Department and Set Up its Hierarchy

Create a Department and setup hierarchy Dynamics 365

Get Microsoft Development Training and learn to create a Department in Dynamics 365 through our techno-functional walkthrough. As a common practice, organizations require dealing with strategic Human Resource (HR) needs and to achieve it, they have to carry out several processes in Dynamics 365.  One of the most important functions is to create a ‘Department’ and set up its Hierarchy.  Performing this process might not be very tough for you, but the problem lies in inaccessibility of training/guidance to get hands-on experience on processes like this.

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 10 Of 25 – Sales Order Invoice Posting

In this blog post, we take you to the last step in the sales order process of Dynamics 365: posting the sales order invoice. Previously in this series of techno-functional walkthroughs, we talked about the sales order creation process, picking list creation for sales order, and picking list creation for sales order in Dynamics 365. As you’re already familiar with our style of techno-functional walkthrough series, this post will also explain the functional and technical process behind the sales order invoice posting process.

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.

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.

Techno-functional Dynamics 365 F&S Data Model Explanations for Reporting, Part 3 of 25 – Working with Item Receipt Tables

Now that you’ve learned how to register or reserve any purchased item from your inventory, it’s time to generate your first product receipt. Creating receipts is important and informative, as it confirms your customers have received your products. ​Receipts​ also allow you to process your purchase order lines (POs) for invoicing. Make no mistake, you can gather an amazing amount of information from receipts – if you know what to look for. After you generate the product receipt, the system creates an unchangeable voucher document.