Tag Archives: SharePoint

Reserves for bad debt

01 Thursday Nov 2018

Posted by in Accounts Receivable

≈ 13 Comments

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This webcast shows how you can calculate, create and post reserves for bad debt in MSDyn365FO.
Recording bad debt reserves was always an area that required costly system modifications in previous Dynamics versions. With MSDyn365FO you do not need to spend money for that but can rather make use of the full Microsoft business solution power to get bad debt reserves incorporated in the standard application without writing a single line of code.

BadDebtResXLSTemplateD365FODataReservePercentages

Vendor invoice workflow – Email approval (3)

27 Wednesday Jun 2018

Posted by in Accounts Payable

≈ 2 Comments

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This webcast extends the previous one and shows you how you can incorporate a signing limit approval Matrix in MS-Flow that is used for approving vendor invoices from D365FO. In addition, you can see how invoice meta data from MSDyn365FO can be sycnronized with SharePoint in order to allow users finding posted invoices quickly and easily.