Approvals in Microsoft Teams
Agenda: 1. Overview 2. Internal Educational Assistance Approvals via Teams 3. D365FO PO approval via Teams Approval Application 1....
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Chris Segurado
- Aug 6, 2021
- 1 min
Moving Security Configurations and Assignment Between Environments
To move custom security roles as well as security assignment and legal entity security role restrictions from one environment to another,...
Chris Segurado
- Jul 9, 2021
- 14 min
Increased warehouse efficiency for small order operations via system-directed cluster picking
Cluster picking in Dynamics 365 for Finance and Operations aids to more efficiencies for small order picking operations. System-directed...
Chris Segurado
- Jun 24, 2021
- 2 min
Copy into legal entity data projects (DMF) - Onboarding of new companies
Often, ERP implementations cover multiple legal entities such as for example holding companies, subsidiaries and/or franchisees that...
Chris Segurado
- Jun 18, 2021
- 11 min
New Landed Cost Module (Dynamics 365 for Finance and Operations - Release 10.0.18.) - Auto Costing
New Landed Cost Module – Introduction: Landed cost is a new module introduced to Microsoft Dynamics 365 for Finance and Operations...
Chris Segurado
- Jun 4, 2021
- 1 min
Intercompany Purchase order/Sales order for Fixed Assets
Scenario: Intercompany sale of machine as inventory/purchase as fixed asset: Fixed Asset Parameter setup: Intercompany vendor for USMF in...
Chris Segurado
- May 21, 2021
- 3 min
TMS - Routing and Hubs
Configuration for Route Scheduling Navigation paths: Transportation Management > Setup > Routing > Hub types Hub types are setup to...
Chris Segurado
- May 13, 2021
- 5 min
Purchase requisition workflow: Multi-tier delegation of authority by spending limits
Situation: Client "Segurado Industries" has 100+ Legal Entities with 8 managerial levels (DOA) and currently approvals are processed...
Chris Segurado
- May 11, 2021
- 1 min
Multi threaded data imports
This article will address multi threaded data import. You can configure such under framework parameters/Entity settings which can be...
Chris Segurado
- May 3, 2021
- 12 min
Azure IoT Intelligence for Supply Chain - Downtime scenario
IoT devices are typically made up of a circuit board with sensors attached that use WiFi to connect to the internet and to to send data...
Chris Segurado
- Apr 29, 2021
- 2 min
Bottom-up approach for security configurations - Leveraging task recordings and BPM for analysis
Create and configure a UserID with no security role assigned: (one role without security access is required for analysis) Navigate to BPM...
Chris Segurado
- Apr 28, 2021
- 2 min
System directed picking to enforce social distancing?
In times where social distancing is part of everyday's life as it needs to be enforced to be safe not only in one's private life but also...
Chris Segurado
- Apr 20, 2021
- 5 min
Regression Suite Automation Tool (RSAT) - Components and Usage
Overview Task recorder, Lifecycle services (LCS) – Business process modeler (BPM), Azure DevOps (ADO) – Test plans, Remote Server...
Chris Segurado
- Apr 16, 2021
- 2 min
AP Invoicing - Invoice matching & Validation
Navigation path: Accounts payable/Purchase Orders/All Purchase orders Accounts payable are liabilities due to a creditor when an...
Chris Segurado
- Apr 8, 2021
- 1 min
Create & manage misc. charges and auto charges
Navigation path: Procurement and Sourcing/Setup/Charges/Charge code Procurement charges codes allow a user to maintain charges...
Chris Segurado
- Apr 5, 2021
- 1 min
AR Invoice - Invoice vs. Free Text Invoice
Navigation path: Accounts receivable/Sales orders/All Sales orders Accounts receivable are liabilities due by a customer when an...
Chris Segurado
- Mar 31, 2021
- 5 min
Demand Forecasting Configurations And Process Flow
Demand forecasting options: -Based on historical transactions (loaded via DMF in staging table) Example: New product that was maintained...
Chris Segurado
- Mar 19, 2021
- 5 min
Custom Security Roles And Moving Custom Security Configurations Between Environments
Throughout my career as a consultant, clients frequently brought up the requirement of using custom security configurations and moving...
Chris Segurado
- Mar 16, 2021
- 2 min
Sales orders And Its Status
Navigation path: Sales and Marketing/Sales orders/All Sales orders A sales order is a working/source document that represents an...
Chris Segurado
- Mar 3, 2021
- 6 min
General Ledger configurations
General Information Navigation path: General Ledger The General ledger is leveraged to define and to manage a legal entity’s financial...
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