How to setup sales tax in Dynamics 365 Finance & Operations / Dynamics AX2012

Good Afternoon Readers, Over the weekend I had to visit a supermarket to buy groceries for home and the biller handed me a receipt which had the list of items I had bought and also the total tax. Now in the state of Connecticut for the year 2018, things are fairly simplified on the tax… Read More How to setup sales tax in Dynamics 365 Finance & Operations / Dynamics AX2012

Vendor Invoice Workflow in Dynamics 365 Finance & Operations / Dynamics AX 2012…how do we setup a invoice workflow?

Good Morning Readers, Am currently travelling in the US on a customer site visit and have been facing varying weather conditions alternating between warm and rainy/cloudy days out here….although today the rains have relented and the sun is out in its full glory. Today being a Sunday, I am going through one of my weekend… Read More Vendor Invoice Workflow in Dynamics 365 Finance & Operations / Dynamics AX 2012…how do we setup a invoice workflow?

OPEN IN EXCEL is not opening the Dynamics 365 Finance & Operations screen in Excel

I recently wanted to check if I could open the terms of payment screen from D365 F&O in excel. Idea being that I add some new terms in excel and then publish these additions from excel to D365. However, on selecting this menu option, I noticed the connection details not opening but instead the below… Read More OPEN IN EXCEL is not opening the Dynamics 365 Finance & Operations screen in Excel

Expense report auto posting workflow in Dynamics 365 F&O / Dynamics AX 2012 – What it is? When to use? How to configure?

Good morning all, sure is a cloudy day outside…….would have preferred a warm & sunny day to recharge my batteries aka “the son of krypton” 🙂 Fun aside, today i want to explore the workflows in Dynamics 365 Finance & Operations. Seems like a task we often have to do?….yes. I wanted to pick the… Read More Expense report auto posting workflow in Dynamics 365 F&O / Dynamics AX 2012 – What it is? When to use? How to configure?