D365 with Brittany


Welcome to D365 with Brittany

Thank you for checking out my website! I cannot wait to share more with you about all things D365 F&O! Check out my email me page to send me questions, comments, or suggest topics you would like to learn more about! Don't forget to subscribe to my newsletter for the latest updates! Keep scrolling for my latest content and more!

Upcoming Events

Check out the Events page for more information!

Community Summit 2024

San Antonio, Texas

October 13 - 17, 2024

Exporting Insights, Importing Actions: Driving Decisions through the Data Management Workspace in D365 F&O

In today’s dynamic digital landscape, efficient data management is vital for businesses. In this engaging session, we’ll delve into the powerful data management capabilities D365 F&O.  Whether you’re migrating data, integrating systems, mass updating records, mass creating new data, or exporting data for ad-hoc reporting, understanding these processes is paramount.

Navigating Financial Transactions in D365 F&O

In this session we navigate the intricate world of financial transactions within D365 F&O. Whether you’re an experienced accountant or a curious auditor, this session is designed to empower your finance team with practical tools and insights. 

Unlocking the Power of Posting Profiles: How to Improve Your Accounting in D365 F&O

If you've got a burning question about anything finance related, you'll want to bring them to this session where we'll take your questions and get them answered from a panel of experts.

D365 FO MVP Panel - New Features, tips and tricks

Join the D365 FO MVP's to learn about hew features of D365 FO, tips, and tricks. This will be an interactive session with the audience in which you will be able to ask questions.

Academy @ Community Summit 2024

San Antonio, Texas

October 17, 2024

Inventory Costing in D365 F&O Academy

This advanced course on inventory costing in D365 F&O will cover various configuration steps for costing groups, inventory costing methods, item pricing, production inputs, and how they all interact. This will help attendees gain a thorough knowledge of how to establish and maintain their system efficiently. Participants will learn more about their processes, enabling them to investigate and report on outcomes. This will equip users to improve their inventory costing management. 

Latest Blog Posts

Check out the Blog Archive page for more posts!

Batch Job Updates in D365 F&O in 10.0.39

  Updates to D365 F&O bring all sorts of new and helpful features and functionality. But sometimes there are some fixes that are the unsung heroes. Lets take a look at some updates to the batch job functionality that have arrived as part of the April 2024 (10.0.39) release! They may not be flashy, but they are certainly improvements that will make System Admins around the world smile!


Behind the Scenes: Understanding Data Entity & Table Mapping for D365 F&O Form Fields

When working with data in various forms in D365 F&O, knowing the table or data entity name where the data is stored can assist in a variety of functions. From extracting data for further analysis to being able to mass update records through a data management import, knowing how to access this data "behind the scenes" is a valuable tool. 


Recover Pending Invoices in D365 F&O 

Pending vendor invoices play an important role in D365 F&O to allow users to create, edit, and submit vendor invoices before the invoice can be posted and eventually paid to the vendor.  Similiar to journals, only one user can be in the pending invoice at a time, as not to create competing changes. Since pending invoices can only be accessed by one user at a time, the sytem locks, or marks the invoice as "in use" at the time a user opens the record. 


12 Tips of D365 F&O - Workflow Status

🎶 In the twelfth tip of D365 F&O, D365 with Brittany shared with me--how to review workflow status! 🎶


12 Tips of D365 F&O - Custom Alerts

🎶 In the eleventh tip of D365 F&O, D365 with Brittany shared with me--setting up custom alerts just for me! 🎶


12 Tips of D365 F&O - Links to Specific Records

🎶 In the tenth tip of D365 F&O, D365 with Brittany shared with me--sharing a link to a specific record! 🎶


Custom Workspaces in D365 F&O

When setting up your home office, in-office cubicle, temporary hotel room desk, or any other place you work from, there is always one thing you do--you put the things you need to do your job in close reach. When I think about setting up my desk, I start to consider my digital workstation. Why should my ERP workstation be any different? Like your actual desk, D365 can be personalized to create your very own workspace.


Posting Profiles: The Keys to Posting Success

It is no secret that D365 F&O transactions are driven by ledger and subledger transactions. Have you ever wondered how the system determined which main accounts it should use for each debit and credit? The keys to posting transactions successfully are posting profiles.


Other Highlights

DUG Webinar: Basic Navigational Tips and Tricks to Empower D365 F&O End Users

In case you missed it, check out my webinar presented by Dynamics User Group!  Watch the webinar on MSDynamics World: DUG Webinar: Basic Navigational Tips and Tricks to Empower D365 F&O End Users | MSDynamicsWorld.com