Tag: D365
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The full customer-to-cash lifecycle — what happens, why it happens that way, and how to set it up so your AR team can actually do their job without fighting the system every day. AP vs. AR: Same Logic, Different Stakes If you read the AP post in this series, a lot of what you’re about…
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You never see them working. But when they’re wrong, you absolutely know it. Here’s what posting profiles actually are, why they matter, and how to get them right. Let’s Start With the Big Question: What Is a Posting Profile? When you post a transaction in D365 Finance — a vendor invoice, a customer payment, an…
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Your chart of accounts is not just a list of numbers. It is the architecture of every financial conversation your organization will have for as long as this system is live. This One Is Different From Business Central — And That Matters If you read my Business Central COA post, some of this will feel…
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More than any other configuration choice you’ll make, your financial dimension structure shapes what your system can tell you for years to come. Let’s get it right the first time. “If I had a dollar for every time I’ve been called into a post-go-live conversation that starts with ‘our reports don’t look the way we…
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You can configure everything else perfectly and still end up with reports you don’t trust if this one piece isn’t designed thoughtfully. Let’s make sure that doesn’t happen to you. “In my controller days, I inherited a chart of accounts that had clearly been added to by multiple people over many years, with no shared…
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Enterprise ERP is a big move. Here’s everything you wish someone had told you before you signed the contract. “There’s a reason people joke that D365 Finance & Supply Chain implementations are like remodeling a house while you’re still living in it. There’s truth in that. But here’s what nobody says next: done well, the…
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So You’re Getting Business Central.Now What? A plain-language guide to what the journey looks like — before, during, and after go-live — from someone who has lived it. “Deciding to implement a new ERP system is a big deal. It’s exciting, a little terrifying, and — if nobody warns you what’s coming — it can…