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.

1:57

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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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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1:15

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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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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2:44

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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2:04

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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1:55

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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2:33

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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1:18

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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1:53

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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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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1:57

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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2:02

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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2:23

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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1:24

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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1:12

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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Submit a Question
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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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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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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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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Q&A Series

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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