Q&A Series

Welcome to our weekly Q&A Series! The Q&A series will provide answers to questions submitted by Dynamics ERP users to help fill the knowledge gap. Do you have a question? Submit your question through the form below.

  • Q&A: How Can Dimensions be Used with Jobs in D365 Business Central1:57

    Q&A: How Can Dimensions be Used with Jobs in D365 Business Central

    This week's question: How can dimensions be used with Jobs in Dynamics 365 Business Central. Answered by Telka Clem, Dynamics NAV/Dynamics 365 Solution Architect. To submit your questions to our Dynam

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  • Q&A Series: How do I find an item in the system using 365CounterSales?1:15

    Q&A Series: How do I find an item in the system using 365CounterSales?

    This week's question: how do I find an item in the system if I don't have all the item information using 365CounterSales for Dynamics 365 for Finance and Operations? Answered by Will Morrison, Senior

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  • Q&A Series: How do I change a pickup order to a shipping order in 365CounterSales1:15

    Q&A Series: How do I change a pickup order to a shipping order in 365CounterSales

    This week's question: How do I change a pickup order to a shipping order in 365CounterSales for Dynamics 365 for Finance and Operations? Answered by Will Morrison, Senior D365/AX Consultant. To submit

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  • Q&A Series: Can you close tasks in the work breakdown structure?1:31

    Q&A Series: Can you close tasks in the work breakdown structure?

    This week's question: Can you close tasks in the work breakdown structure so they don't appear in the system when entering transactions in D365 for Finance and Operations? Answered by: Rob Fitzpatrick

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  • Q&A Series: How up-to-date is the data in Microsoft Power BI2:44

    Q&A Series: How up-to-date is the data in Microsoft Power BI

    This week's question: How up-to-date is the data in Microsoft Power BI? Answered by Dan Williams, Business Intelligence Specialist. To submit your questions to our Dynamics experts, use this form: htt

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  • Q&A Series: Can the percent complete calculated in the WBS be used in revenue recognition2:04

    Q&A Series: Can the percent complete calculated in the WBS be used in revenue recognition

    This week's question: can the percent complete calculated in the Work Breakdown Structure be used for revenue recognition in D365 for Finance and Operations? Answered by Rob Fitzpatrick, Senior D365/A

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  • Q&A Series: How do I load data into Microsoft Power BI1:55

    Q&A Series: How do I load data into Microsoft Power BI

    This week's question: How do I load data into Microsoft Power BI? Answered by Dan Williams, Business Intelligence Specialist. To submit your questions to our Dynamics experts, use this form: http://bi

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  • Q&A Series: How do I split a task across resources using Netronic Visual Scheduling in Dynamics NAV2:33

    Q&A Series: How do I split a task across resources using Netronic Visual Scheduling in Dynamics NAV

    This week's question: How do I split a task across resources using Netronic Visual Scheduling in Dynamics NAV? Answered by Jake Hostetler, Business Development Manager at Netronic. To submit your ques

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  • Q&A Series: How do I access a content pack for Microsoft Power BI1:18

    Q&A Series: How do I access a content pack for Microsoft Power BI

    This week's question: how do I access a content pack for Microsoft Power BI? Answered by Dan Williams, Business Intelligence Specialist. To submit your questions to our Dynamics experts, use this form

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  • Q&A Series: Can the assignments made in the WBS be used to create timesheet entries1:53

    Q&A Series: Can the assignments made in the WBS be used to create timesheet entries

    This week's question: Can the assignments made in the work breakdown strucure be used to create timesheet entries in Dynamics 365 for Finance and Operations? Answered by Rob Fitzpatrick, Senior D365/A

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  • Q&A Series: Can 365ParcelShip help you find the best shipping rates?1:36

    Q&A Series: Can 365ParcelShip help you find the best shipping rates?

    This week's question: Can 365ParcelShip for D365FO help you find the best shipping rates? Answered by Will Morrison, Senior Dynamics Application Consultant. To submit your questions to our Dynamics ex

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  • Q&A Series: Can a Gantt chart be used for Operational Planning in D365 FO1:57

    Q&A Series: Can a Gantt chart be used for Operational Planning in D365 FO

    This week's question: Can a Gantt chart in Visual Planning be used for Operational Planning in Microsoft D365 for Finance and Operations? Answered by Oleksiy Khoroshylov, Western Computer's D365/AX So

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  • Q&A Series: Can current resource capacity be modified or ignored when scheduling production orders2:02

    Q&A Series: Can current resource capacity be modified or ignored when scheduling production orders

    This week's question: Can current resource capacity be modified or ignored when scheduling production orders in Dynamics 365 for Finance and Operations? Answered by Oleksiy Khoroshylov, Western Comput

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  • Q&A Series: Can scheduling production orders be automated using Visual Planning in D365 FO2:23

    Q&A Series: Can scheduling production orders be automated using Visual Planning in D365 FO

    This week's question: Can scheduling production orders be automated using Visual Planning in Microsoft Dynamics 365 for Finance and Operations? Answered by Oleksiy Khoroshylov, Western Computer's D365

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  • Q&A Series: Can you designate carriers and shipping methods in 365ParcelShip1:24

    Q&A Series: Can you designate carriers and shipping methods in 365ParcelShip

    This week's question: Can you preset carriers or shipping methods for specific customers using 365ParcelShip for Microsoft Dynamics 365 for Finance and Operations? Answered by Will Morrison, Western C

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  • Q&A Series: What happens to a job already in process when you schedule in D365 FO1:12

    Q&A Series: What happens to a job already in process when you schedule in D365 FO

    This week's question: What happens to a job already in process when you schedule using Visual Planning in Dynamics 365 for Finance and operations? Answered by Oleksiy Khoroshylov, Western Computer's D

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  • Q&A Series: How do I create Vendor interactions in Microsoft Dynamics NAV or D365 Business Central?3:37

    Q&A Series: How do I create Vendor interactions in Microsoft Dynamics NAV or D365 Business Central?

    This week's question: How do I create Vendor interactions in Microsoft Dynamics NAV and Dynamics 365 Business Central? Answered by Maher Malki, Western Computer's NAV Program Manager. To submit your q

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  • Q&A Series: Is it possible to make financial dimensions required for a specific account in D365FO?3:35

    Q&A Series: Is it possible to make financial dimensions required for a specific account in D365FO?

    This week's question: When using financial dimensions to record and recognize deferred revenue, is there a way to make a financial dimension required for a specific account in Dynamics 365 for Finance

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  • Q&A Series: How do I set up Charge Codes in D365 for Finance and Operations?2:32

    Q&A Series: How do I set up Charge Codes in D365 for Finance and Operations?

    This week's question: How do I set up Charge Codes in Dynamics 365 for Finance and Operations? Answered by Joyce Joseph, Western Computer's Senior Financial System Analysts. To submit your questions t

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  • Q&A Series: Does all of the project accounting need to be set up to use subscriptions &...1:47

    Q&A Series: Does all of the project accounting need to be set up to use subscriptions &...

    This week's question: Does all of the project accounting need to be set up to use subscriptions and service management? Answered by Diann Spencer, Western Computer's D365/AX Financial Consultant. To s

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