the caf2code press
Dynamics F&O Year-End Close Screen Update
As the calendar turns to December, it’s time to start seriously preparing for year-end. Throughout this year, Microsoft has introduced changes to Dynamics 365 F&O to help organizations better manage and understand their business. One key update to keep in mind came in the 10.0.26 service update and was related to the year-end close screen.
No Data Entity? No Problem!
Do you ever find yourself wishing your journal entry form had the ability to export and import using excel, but you don’t have the data entity for it? You don’t want to go through all the work to get that new data entity added, just to be able to get through this one journal entry, even if it is a few hundred lines. One new release that Microsoft Dynamics 365 introduced in October 2020 titled “New Grid Control” allows for some new easy data entry options form.
Data Modeling Building Blocks
If you’re new to Power BI, you’d be forgiven for seeing it as just a data visualization tool. That initial “click, drag, and drop” introduction to Power BI can be thrilling, but I worry it often gives short shrift to Power BI’s most exciting talents; its ability to pull data from many sources, transform them to meet your needs, and, for a grand finale, efficiently structure and connect data to keep your reporting fast and reliable.
How To Add an RSS Feed to Teams Using PowerApps and Bulletins
Teams is quickly becoming the all-in-one hub for work management. In this post, I will be sharing how to use the Teams’ Bulletin app with Power Apps to aggregate RSS feeds.
Life of an Intern
This fall, I have had the amazing opportunity to work for Caf2Code LLC as an intern. The entire premise of an internship is to help you determine if this career path/job is something you enjoy and help you get experience. When I first thought about doing an internship, what came to mind was what experiences and growth I’d develop during that period with them. The two biggest goals of mine were developing new skills and gaining experience that I can put into practical use.
The Microsoft D365 Task Recorder and how to Capture Screenshots
There is nothing quite like coming off a long weekend just to have to jump into 1099 preparation and reviewing regulatory compliance. Happy New Year, I guess? I hope this blog makes it a little happier with some great additional functionality that can enhance your organizations 1099 process.
When I was first introduced to Microsoft D365FO at a previous job, I was going through a full implementation and upgrade from Great Plains to D365FO and the most valuable tool in this process for me was the Task Recorder. It is a very simple, easy, and sometimes overlooked tool that records each click or step you take in the D365 system which then can be converted into simple documents for future use or training.
IRS 1099 Regulatory Compliance Updates to D365 Finance
There is nothing quite like coming off a long weekend just to have to jump into 1099 preparation and reviewing regulatory compliance. Happy New Year, I guess? I hope this blog makes it a little happier with some great additional functionality that can enhance your organizations 1099 process.
If you are fortunate enough to work within the D365 Finance application, reviewing and printing 1099s is a rather simple process. But did you know your D365 environment might not be up to date with the latest IRS changes to 1099 forms? Chances are that the IRS made changes to the forms within the last 2 months. In the chaos of the holidays, preparing for year end, and that much needed time off at the end of the year, your organization’s D365 application may not have received any updates, including those for 1099s.
Data in Design Thinking
Today’s blog post is about “design thinking!” and what is design thinking you may wonder as there are so many new terms in our business jargon every day and why does this matter to me?
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