Posts by Kelly Gustafson — Page 3
Customer Aging Part 1: How to Set up an Aging Period Definition in Dynamics 365 F&O
UG Expert Kelly Gustafson reviews how to set up a customer Aging period in Dynamics 365 for Finance and Operations.
June 28, 2023
How to Set up the Product Lifecycle State in Dynamics 365 F&O
UG Expert Kelly Gustafson reviews how to set up the Product lifecycle states in Dynamics 365 for Finance and Operations in her latest article
June 7, 2023
How to Copy a Bill of Materials in Dynamics 365 for Finance and Operations
UG Expert Kelly Gustafson explains two different options for copying a BOM (Bill of Materials) in Dynamics 365 for Finance and Operations.
June 6, 2023
Dynamics 365 F&O Case Management for Collections
UG Expert Kelly Gustafson discusses how to set up, best utilize, and manage collections cases within Case management in Dynamics 365 for Finance and Operations.
May 25, 2023
Updating Company Logo in Microsoft Dynamics 365 Finance & Operations
UG Expert Kelly Gustafson explains how to update a company logo in Microsoft Dynamics 365 for Finance and Operations.
May 19, 2023
Drop Ship, aka Direct Delivery Orders, in Dynamics 365 Finance & Operations
UG Expert Kelly Gustafson shares how to manage drop ship orders, also known as direct delivery orders, in Dynamics 365 Finance & Operations
May 8, 2023
How to Create a Return Purchase Order in Dynamics 365 for Finance & Operations
UG Expert Kelly Gustafson explains how to create a return purchase order ā and a few tips & tricks ā in Dynamics 365 for Finance and Operations
April 26, 2023
The Difference Between Line Discount and Multiline Discount
UG Expert Kelly Gustafson reviews the difference between line discounts and multiline discounts in Dynamics 365 F&O.
April 19, 2023
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.
April 12, 2023
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 article.
April 5, 2023
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.
March 23, 2023
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
March 21, 2023
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
March 16, 2023
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.
March 13, 2023
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.
February 28, 2023
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.
February 21, 2023
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.
February 10, 2023
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.
February 1, 2023
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 Gustafson shares what this really means and the next steps your company can take.
January 31, 2023
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 the time of year when companies are generating 1099 reports, knowing how to create a 1099 report for a vendor is relevant.
January 20, 2023
