Kelly Gustafson
How to Set Up Automatic Charges in Microsoft Dynamics 365 F&O
UG Expert Kelly Gustafson reviews Auto charges in Dynamics 365 for Finance and Operations and demonstrates how to set them up.
How to Set Up Units and Unit Conversions in Dynamics 365 F&O
UG Expert Kelly Gustafson demonstrates how to set up Units and Unit conversions in Dynamics 365 for Finance and Operations.
Managing the Vendor Diversity Functionality in Microsoft Dynamics 365 F&O
UG Expert Kelly Gustafson explains how to set up and use the Vendor Diversity functionality in Dynamics 365 for Finance and Operations.
Customer Aging Part 2: An In-Depth Look at Aging Reporting in Dynamics 365 F&O
UG Expert Kelly Gustafson reviews the customer aging process in Dynamics 365 for Finance and Operations, focusing on reporting.
Understanding the Procurement Benefits of PunchOut in Dynamics 365 F&O
What is the PunchOut feature within Dynamics 365 Finance and Operations and what does it do? UG Expert Kelly Gustafson explains the feature in this ar…
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.
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
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.
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 O…
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.
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
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 – and a few tips & tricks – in Dynamics 365 for Finance and Operations
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.
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.…
