Jeff Katz

Jeff is a Senior Solution Architect with experience in all aspects of implementing ERP. He has an excellent record on projects, successfully analyzing, designing, and implementing software solutions to drive the customers’ business needs. In his role as a Solution Architect, Jeff analyses customers’ requirements, designs solutions, and leads implementations.

  • Change to GL Batch Transfer Rules in D365FO

    Change to GL Batch Transfer Rules in D365FO

    Learn about the change, the reason behind the change & the potential impact of general ledger batch transfer rules in Dynamics 365 for Finance and Operations.

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  • Microsoft Adds Feature Management to Dynamics 365FO

    Microsoft Adds Feature Management to Dynamics 365FO

    Feature management in Dynamics 365 for Finance & Operations is a new enhancement. Contact us about the new Feature Management enhancement & workspace.

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  • Mass Updating Records in Dynamics 365 Made Easy

    Mass Updating Records in Dynamics 365 Made Easy

    Mass updating records in Dynamics 365 is cumbersome & time-consuming no more. Learn how to open entity data, update records & publish data back into D365.

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  • D365FO 8.1.3 Enhancement: Assign Collection Letters at the Customer Level

    D365FO 8.1.3 Enhancement: Assign Collection Letters at the Customer Level

    The Dynamics 365 update enhances the collection letters feature so you can now assign them at the customer level, and reduce the number of collections you send.

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  • How to use the new Settle Remainder feature in D365FO version 8.1.3

    How to use the new Settle Remainder feature in D365FO version 8.1.3

    The settle remainder update gives you the ability to settle the remaining amount to a ledger account or another customer or vendor. Utilize this function today.

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  • Derived Financial Dimensions Updates with D365FO version 8.1.2

    Derived Financial Dimensions Updates with D365FO version 8.1.2

    Understanding the update of version 8.1.2 of Dynamics 365 for Finance and Operations for the setup and management of derived dimensions. Learn more.

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  • Vendor Transaction List Page Enhancements for D365FO

    Vendor Transaction List Page Enhancements for D365FO

    The Update of the vendor transactions list page in Dynamics 365 provides various benefits including a streamlined view of settled transactions.

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  • What is Dual Currency in Dynamics 365 for Finance & Operations?

    What is Dual Currency in Dynamics 365 for Finance & Operations?

    Dual Currency enables the reporting currency to be repurposed and used as a second accounting currency. Find out what adjustments to beware of here.

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  • Enhancements to D365FO Ledger Settlements

    Enhancements to D365FO Ledger Settlements

    Ledger settlements allow your business to compare credit and debit transactions to the general ledger. Find out how this can help your business today.

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