Author: Kelly Gustafson
How to Access a Free Microsoft Dynamics 365 Finance & Operations Demo Environment
UG Expert Kelly Gustafson explains how to access a free Microsoft Dynamics 365 for Finance and Operations demo environment.
New Feature in Dynamics 365 F&O: Financial Tags
There is a new feature in Dynamics 365 for Finance and Operations, called Financial Tags. UG Expert Kelly Gustafson reviews the feature in this articl…
What’s the Difference Between Fixed Assets and Asset Management in Dynamics 365 F&O?
UG Expert Kelly Gustafson reviews the difference between "fixed assets" and "asset management" within the context of Dynamics 365 F&O.
How to Use Trade Agreement Groups in Dynamics 365 Finance & Operations
How do you use trade agreement groups in D365 F&O? UG Expert Kelly Gustafson explains how to use them to help categorize vendors, customers, & items
How Azure DevOps TestRunner Can Help with Manual Testing in Dynamics 365 F&O
UG Expert Kelly Gustafson describes how to use TestRunner in AzureDevOps to assist with manual testing in Dynamics 365 Finance & Operations
Tips and Tricks for Trade Agreements in Dynamics 365 Finance & Operations
UG Expert Kelly Gustafson offers some tips and tricks for using trade agreements in Dynamics 365 Finance and Operations.
Creating Fixed Assets Via Dynamics 365 F&O Purchase Orders
Dynamics Communities UG Expert Kelly Gustafson explains how to create fixed assets via a purchase order in Dynamics 365 Finance & Operations.
How to Personalize the Look & Feel of Your Dynamics 365 Finance & Operations Workspaces
UG Expert Kelly Gustafson describes how to set up workspace personalization in Dynamics 365 F&O to maximize efficiency and effectiveness.
Cross-Company Data Sharing For Vendors and Customers within Dynamics 365 F&O
Kelly Gustafson describes how to implement the new functionality of cross-company data sharing between Customer and Vendor records in Dynamics 365 FO.
Reporting for a 1099 Vendor in Dynamics 365 F&O
In part 2 of the 1099 series, Kelly Gustafson explains how to use the reporting tools in Dynamics 365 F&O to submit 1099s for specific vendors.
Understanding Microsoft’s Deprecation of the Payroll Module in Dynamics 365 F&O
Your company is relying on the Payroll module in Dynamics 365 F&O, but Microsoft has indicated it's been deprecated. So, what next? UG Expert, Kelly G…
Back to the Basics: Setting Up a 1099 Vendor in Dynamics 365 F&O
In Part 1 of a 2-part series, UG Expert & Microsoft MVP, Kelly Gustafson shares how to properly set up 1099 Vendors in Dynamics 365 F&O. As this is th…
How To Perform Year-End Close in Microsoft Dynamics 365 F&O
As the new year begins, many organizations are tasked with organizing, assigning, and completing end-of-year tasks to work through the year end close.…