DynamicsCon Live 2024

Are you tired of struggling through a chaotic and stressful financial period close process in D365? Do you want to gain control over your financial data and ensure a smooth and accurate close every time? In this session, we will demonstrate how to take control of your period close process and achieve a streamlined close using the Financial Period Close Workspace in D365. Together we will discover the key features of the Financial Period Close Workspace and how to use them to validate, reconcile, and close your financial data. Attendees will learn best practices for setting up and customizing the workspace, navigating its components, and troubleshooting common issues. Attendees will gain a better understanding of the Financial Period Close Workspace in D365 and how to leverage it for greater control and efficiency in your period close process. You'll leave with practical tips and insights for improving your financial management and reporting and reducing risk.

Does your company struggle with understanding inventory value and what drives these values? Understanding and proper management of the factors that determine physical and financial inventory values are important to both the finance and operations teams of a company. During this session we will walk through the inventory lifecycle in Dynamics 365 F&O and examine the physical and financial values during each stage. From product receipt to sales invoice, attendees will gain a deeper understanding of where inventory values originate in the system, how they are calculated, and how to maintain them. Together we will explore how these values are impactful across different modules and processes within D365 F&O.

Presented with Lauren Wooll