So you’ve taken the plunge and moved onto Dynamics 365 for Finance and Operations. How can you do more with what you have?

  1. Connect your email account.  Use the SMTP Mail Setup window so you can send and receive emails from documents within Financials. A newer feature using the Exchange Online Connector also allows you to log the emails in the user’s Sent folder.
  2. Define regular and “exception-based” workflows.  Dynamics 365 provides you with tons of ways to automate your work day and ensure nothing falls through the cracks. Route requests for authorizations and approvals by dollar amount. Send out critical alerts via email or text message. Defining workflows takes some time up front, but will save you plenty in ongoing administration and preventing embarrassing mistakes.
  3. Create on-boarding and off-boarding templates. Similar to the workflow suggestion, you likely have processes for setting up new employees, vendors and customers. Create on-boarding and off-boarding rules and procedures to create a strong first impression and minimize security vulnerabilities.
  4. Create unique number sequences for records. With unique IDs, you can find and track cards, documents and journal lines throughout the system.
  5. Analyze to prioritize.  Using business analytics to identify your best customers, and most dependable suppliers will help you make better decisions about service levels and how to create differentiators in your business.

Are you leveraging Microsoft Dynamics 365 for Finance & Operations to the fullest of its capabilities? If you’re not sure, contact us to evaluate your deployment and let you know.

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Author: Doug Bulla, VP of Operations

Adam Jenkins

Author Adam Jenkins

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