Category Archives: Dynamics 365 Tutorials

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.

Techno-functional Dynamics 365 F&S Data Model Explanations for Reporting, Part 4 of 25 – Purchase Order Invoice Posting

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 post — the hybrid video/blog tutorial.  In this […]

Step by Step How to Create Performance Load Tests in Dynamics 365 – Part 1

Editor’s note:  Microsoft ceased their cloud performance load testing service for Dynamics 365 after this post was written, but before it was published.  However, it’s just as easy to do this with the base tools today and requires no external purchases as it is out of the box. Thus, we’ve published this step by step […]

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.

Techno-functional Dynamics 365 F&S Data Model Explanations for Reporting, Part 2 of 25 – Item Receipts & Inventory Registration

In this post we will continue with our purchase order in the previous article. We will review the process of registering and reserving a purchase order line item, and dig deeper into the purchasing/receipt list data model.

Techno-Functional Dynamics 365 F&S Data Model Explanations for Reporting, Part 1 of 25 – Purchase Order Creation Tables

Introducing The Dynamics 365 Techno-Functional Data Model Series 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 […]