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Conditional Sales Tax in Dynamics 365 Finance and Operations
Conditional sales tax in Dynamics 365 Finance and Operations allows organisations to defer tax liability based on specific criteria from invoice to payment.
Unlike standard sales tax, which applies immediately upon invoice generation, conditional sales tax defers the tax obligation until we receive the customer payment. In this blog post, we will learn what conditional sales tax is and how to configure it in Microsoft Dynamics 365 Finance and Operations.
Alfredo Iorio
Jan 267 min read
Using Posting Profiles in D365 Finance and Operations – Benefits Beyond Debits and Credits
A core requirement of any ERP system is the ability to manage postings from subledger transactions into the General Ledger. Reconciliation between the General Ledger and subledgers should be seamless, with every detail posted to control accounts clearly visible for audit and reconciliation purposes. Accountants rely on this level of automation, transparency, and control as a standard expectation in ERP solutions. In Dynamics 365 Finance and Operations (D365FO), this functiona
Meetasha Suneja
Jan 94 min read
Number Sequence
In Dynamics 365 Finance & Operations, Number Sequences are utilized to automatically assign unique identifiers to records such as vouchers, invoices, customers, vendors, journals, and assets. They provide consistency, prevent duplication, and enable seamless transaction processing across various modules. Number Sequence: A number sequence is used to assign a unique identifier to each transaction or operation, serving as a reference for tracking and differentiation across pro
Meetasha Suneja
Jan 62 min read
Mastering Inbound Warehouse Flows in Dynamics 365 Business Central
Inbound warehouse processes in Dynamics 365 Business Central: the systematic handling of goods arriving at warehouse locations from various source documents, including purchase orders, sales return orders, inbound transfer orders, and the output of production orders. The system supports multiple configuration levels: from basic inventory handling to advanced warehouse management with directed put-away and pick, allowing organisations to scale their warehouse operations based
Alfredo Iorio
Jan 314 min read
Handling Purchase Returns in Business Central
Purchase returns represent a critical component of the procure-to-pay cycle in any business, serving as a mechanism to correct errors, handle defects, or manage over-deliveries while safeguarding cash flow and maintaining accurate inventory records. By processing returns effectively, organisations can ensure that their financial statements remain compliant with standards like GAAP or IFRS , prevent distortions in inventory costs, and foster stronger vendor relationships. The
Alfredo Iorio
Dec 5, 20256 min read
Responsive Teaching for Business Applications Training
Business applications training typically adheres to a predetermined sequence of modules, yet this structure frequently overlooks the specific obstacles that end users encounter in their roles. In this blog post, I examine how trainers can adapt Responsive Teaching, a method initially developed to support children with developmental needs through everyday interactions, to adult learning environments in business applications training. Trainers create a model where end users dir
Alfredo Iorio
Nov 30, 20256 min read
The Kirkpatrick Training Evaluation Model: Evaluate User Training
Microsoft Dynamics 365 (D365) training is critical for successful implementations in business applications, helping users adopt features like CRM modules, ERP processes, or Power Platform integrations. However, measuring its effectiveness requires a structured approach. The Kirkpatrick Model, a four-level framework for training evaluation, is ideal for this, as it progresses from immediate feedback to organisational impact. By applying it to D365 training, organisations can
Alfredo Iorio
Nov 23, 20255 min read
Building an Upskilling Strategy for Dynamics 365 Organisational Learning and Development
Developing a robust upskilling strategy is essential for organisations to fully realise the value of their Microsoft Dynamics 365 investments. By implementing structured learning paths tailored to Dynamics 365 users, you can optimise workforce capabilities, drive adoption, and foster continuous professional growth amid digital transformation initiatives. Assessing Skills Gaps Aligned to Dynamics 365 Roles Begin your upskilling efforts with a thorough evaluation of current com
Alfredo Iorio
Nov 20, 20253 min read
Implementing Data Archiving in Dynamics 365 Business Central with Codeunit 600
Data archiving ensures that important business records remain accessible even after deletion from active use. In Dynamics 365 Business Central, this feature supports compliance requirements and maintains audit trails. Organisations handle large volumes of transactional data, such as sales orders and invoices. Proper archiving prevents loss of historical information while keeping the system performant. Introduction to Data Archiving in Business Central Business Central provide
Alfredo Iorio
Nov 16, 20253 min read
LEAD365: A Dynamics 365 Training Framework for UAT and Adoption
How can IT leaders and Microsoft partners adopt a strategic apporach to user training that goes beyond the templated train-the-trainer approach?
Alfredo Iorio
Oct 19, 20253 min read
Why ERP Projects Fail After Go-Live and How to Prevent It
ERP implementations are rarely lost in the technical build: they fail in the final mile. By the time a system is ready to go live, the budget is spent, the timeline is stretched, and user training is a checkbox squeezed into the final agenda
Alfredo Iorio
Oct 5, 20253 min read
Security capabilities of Dynamics 365 Finance and Operations apps
In Dynamics 365 Finance and Operations apps, security is managed via role-based access permissions. Role-based security means access and permissions are based on users' roles, which define users' privileges and duties.
In this post, we will learn about the security framework for Finance and Operations apps
Alfredo Iorio
Aug 7, 20254 min read
Legal Entities in Dynamics 365 Finance and Operations: A Quick Guide
Whether you are working on a new implementation or have started learning Dynamics 365 Finance for the first time, legal entities are amongst the first topics you must learn to ensure that the rest of the configuration falls in place. In this post, we will learn the basics of legal entities in Microsoft Dynamics 365 Finance.
Alfredo Iorio
Jul 20, 20255 min read
My 7-Module Blueprint for Building a Successful ERP Training Program
The proven structure I use to train ERP users effectively, without generic manuals or death-by-slide-deck sessions.
Alfredo Iorio
Jun 26, 20255 min read
Sure Step vs Success by Design - The Evolution of Microsoft's Delivery Methodology for Dynamics Applications
What is the best method for delivering Microsoft Dynamics applications? How do we manage the various stages to ensure the successful...
Alfredo Iorio
May 5, 20257 min read
Microsoft Certifications for Dynamics Applications in 2025: A Consultant’s Guide
In this post, I will guide you to the Microsoft certification landscape for Dynamics applications.
Alfredo Iorio
Apr 6, 20255 min read
Business Applications Implementation Strategy: Navigating Culture, Silos, and Dominance
My approach for ERP functional consultants to address organizational culture, siloed teams, and dominating departments.
Alfredo Iorio
Mar 17, 20258 min read
Dynamics 365 ERP Applications: An Overview
Dynamics 365 ERP Applications: An Overview
Alfredo Iorio
Mar 7, 202512 min read
Understanding the Essentials of ERP Systems
Enterprise Resource Planning (ERP) systems have become a crucial aspect of modern business management. These systems help organizations...
Alfredo Iorio
Mar 6, 20255 min read
The Evolution of ERP Project Management: Delivery Leadership for the Future
Enterprise Resource Planning (ERP) project management is undergoing a fundamental shift. Traditional ERP project managers who focus on...
Alfredo Iorio
Mar 1, 20257 min read
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