D365 with Brittany
Welcome to D365 with Brittany
Thank you for checking out my website! I cannot wait to share more with you about all things D365 F&O! Check out my email me page to send me questions, comments, or suggest topics you would like to learn more about! Don't forget to subscribe to my newsletter for the latest updates! Keep scrolling for my latest content and more!
Latest Blog Posts
Check out the Blog Archive page for more posts!
D365 F&O and the Case of the Vanishing Pending Documents
It was a dark and stormy night in the accounting department. You clicked on the voucher for an invoice transaction, only to be met with a chilling realization—the voucher did not exist. The horror gripped you like a cold hand.
In a panic, you turned to your trusty ally, the "Subledger journal entries not yet transferred." But it was nowhere to be found. The shadows deepened as you tried to reverse the transaction, but the system refused to comply. All hope seemed lost, and the walls of the office closed in.
Navigating Inventory Recalculation & Close in D365 F&O: Insights & Best Practices
Inventory recalculation and close is an important part of normal monthly processes as well as a key part of month end close in D365 F&O. Let's take a look at those important processes and just what they mean!
50 is The New 20: Extending AP Invoice Number Length in D365 F&O
One of the more common requests I have encountered while working in D356 F&O is the length of vendor invoice numbers in D365 F&O, so this update is a joy to share with you all. Beginning in 10.0.40 (June 2024) comes the ability to increase the length of AP invoices from 20 to 50 characters, Let's jump into what this means, how to get it, and give you and your team more flexibility with additional characters.
Data Management Tips for D365 F&O
The Data Management Workspace in D365 F&O is an amazing tool to import and export data from the system. There are hidden tools and tricks to get it to make your job easier. Check out three tips that have helped me in my work in the system.
Packing Up & Moving - Tips for Transitioning From One ERP to Another
Over the last few months I have been on a personal journey to pack up my first ever home with my husband and move over 400 miles away. As we packed, I found myself asking "Where did all this junk come from?" The truth that is in ERP, like homes, we tend to accumulate junk that just isn't worth taking into the future with us. Just because you have it, doesn't mean you need to keep it. Let's take a look at some ways you can de-clutter and ensure you are not taking junk from one ERP to another.
Batch Job Updates in D365 F&O in 10.0.39
Updates to D365 F&O bring all sorts of new and helpful features and functionality. But sometimes there are some fixes that are the unsung heroes. Lets take a look at some updates to the batch job functionality that have arrived as part of the April 2024 (10.0.39) release! They may not be flashy, but they are certainly improvements that will make System Admins around the world smile!
Behind the Scenes: Understanding Data Entity & Table Mapping for D365 F&O Form Fields
When working with data in various forms in D365 F&O, knowing the table or data entity name where the data is stored can assist in a variety of functions. From extracting data for further analysis to being able to mass update records through a data management import, knowing how to access this data "behind the scenes" is a valuable tool.
Recover Pending Invoices in D365 F&O
Pending vendor invoices play an important role in D365 F&O to allow users to create, edit, and submit vendor invoices before the invoice can be posted and eventually paid to the vendor. Similiar to journals, only one user can be in the pending invoice at a time, as not to create competing changes. Since pending invoices can only be accessed by one user at a time, the sytem locks, or marks the invoice as "in use" at the time a user opens the record.
12 Tips of D365 F&O - Workflow Status
🎶 In the twelfth tip of D365 F&O, D365 with Brittany shared with me--how to review workflow status! 🎶
12 Tips of D365 F&O - Custom Alerts
🎶 In the eleventh tip of D365 F&O, D365 with Brittany shared with me--setting up custom alerts just for me! 🎶
Other Highlights
DUG Webinar: Basic Navigational Tips and Tricks to Empower D365 F&O End Users
In case you missed it, check out my webinar presented by Dynamics User Group! Watch the webinar on MSDynamics World: DUG Webinar: Basic Navigational Tips and Tricks to Empower D365 F&O End Users | MSDynamicsWorld.com