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Managing Investment Projects in Dynamics 365

INTRODUCTION Managing an Investment Project end-to-end across Microsoft Dynamics 365 Project Operations and D365 Finance requires careful setup across two systems connected via dual-write. This guide is based on the latest Microsoft Learn documentation (last updated January 2026) and covers the complete lifecycle — from prerequisites and feature activation through to WIP capitalisation and…

Managing Investment Projects in Dynamics 365

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Unifying CapEx and Project Delivery: The Impact of Investment Projects in Dynamics 365 Project Operations

🧩 What Are Investment Projects? In D365 Finance, Investment Projects are used to manage capital expenditure (CapEx) and internal initiatives that eventually result in: Creation of fixed assets Capitalisation of costs Tracking of work‑in‑progress (WIP) Multi‑year internal development or infrastructure projects These project types have long existed in Finance, but Project Operations did not…

Unifying CapEx and Project Delivery: The Impact of Investment Projects in Dynamics 365 Project Operations

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🚀 **Bridging Project Operations with Finance & Operations in Dynamics 365** In my latest blog, I share hands-on experience integrating **Dynamics 365 Project Operations** with **Finance & Operations (F&O)**. This integration ensures seamless synchronization of project data, resource management, and financial accounting — a critical step for organizations aiming to unify front-office project management with back-office financials. 🔑 **Key Highlights:** - No prerequisite features required in version 10.0.39, but enabling feature keys unlocks extended functionality. - Step-by-step guidance on enabling Project Operations for specific legal entities. - Importance of **dual-write setup** to synchronize Dataverse and F&O in real time. - Practical tips for applying solutions and enabling table maps for smooth integration. This is just the beginning — future posts will dive deeper into advanced configurations and best practices. 💡 If you’re working with Dynamics 365, this integration is a game-changer for efficiency and consistency across systems. **#Dynamics365 #ProjectOperations #FinanceAndOperations #DualWrite #ERPIntegration #MicrosoftDynamics #BusinessTransformation #DigitalFinance #Dataverse #EnterpriseSolutions**

Dynamics 365 Project Operation integrated Approach

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Parallel Accounting in Dynamics 365 Finance: A Comprehensive Guide

Managing financial reporting across multiple jurisdictions can be complex, especially when different legal entities must comply with both local accounting standards and parent company requirements. Microsoft Dynamics 365 Finance offers a robust solution for parallel accounting, ensuring accurate financial reporting while maintaining compliance. Understanding the Need for Parallel…

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We got a problem! (With new feature! )

Feature : “Enhanced performance for source document accounting framework” feature. BUT Something is not right with it…! Hi Folks, How are you all, It has been tough time for me. I am unable to get time for writing or supporting in Community since I moved to UK (Which was last October year). I am hardly getting time for my self and my family. Today after a long time I do not have any work…

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Heart of Dynamics 365 Finance: Accounting Structure ft. Advance Rule

Heart of Dynamics 365 Finance: Accounting Structure ft. Advance Rule

Hi Folks, Happy New Year and Welcome to 2023. Accounting software is all about control in Accounting Transaction. When we talk about control it is obviously important to make sure that system is allowing to post transaction after validating rules defined in system. We can configure the accounting rules in system by configuring proper accounting structure in Dynamics 365 Finance. If you are…

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Heart of Dynamics 365 Finance : Financial Dimensions

Heart of Dynamics 365 Finance : Financial Dimensions

Hi Folks, If you are working with AX 2012 or Dynamics 365 Finance & Operation you must have heard the word “Financial Dimensions”. Do you know what is the “Financial Dimension” means? and what is the use and features related to it in Dynamics 365 Finance & Operation? If No, keep reading I have list out the number of interesting things about “Financial Dimensions”. If Yes, I would suggest to…

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Heart of Dynamics 365 Finance : Main Accounts (Part – 2)

I hope you enjoyed my last blog on Main Account (Part-1). As we know Main account is key part of chart of accounts I have tried my best to provide the explanation on Key fields on Main Account form up to General Tab. Now, Let’s understand the important filed and parameters of Main Account form which is pending since long time. TAB : Legal entity overrides Legal Entity Override This is very…

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Heart of Dynamics 365 Finance : Main Accounts (Part - 1)

[New Blog] Heart of Dynamics 365 Finance : Main Accounts (Part - 1) #MicrosoftDynamics365 #MSD365FO #D365FO #MainAccounts #Ledger #Dynamics

Hi Folks, I hope you enjoyed my last blog on Chart of accounts. As we know Main account is key part of chart of accounts I have tried my best to provide the explanation on Key fields on Main Account form. Now, Let’s understand the important filed and parameters of Main Account form. TAB : General A. IDENTIFICATION In this section you have to provide “Main Account” ID & “Name”, which can be…

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Heart of Dynamics 365 Finance : Chart of Accounts (COA)

[New Blog] Heart of Dynamics 365 Finance : Chart of Accounts (COA) Let's have a look on What is COA? And how to Configure it in Dynamics 365 Finance? #Dynamics365FO #D365FO #Finance #COA

Hi Folks, Even though you are part of Finance team or not, you always heard this word “Chart of Accounts” (CAO). So let’s see what exactly Chart of Account is and How we can Implement or use it in Dynamics 365 Finance. What is Chart of Accounts? A chart of accounts (COA) is an index of all the financial accounts in the general ledger of a company. In short, it is an organizational tool that…

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Purchase Requisition (PR) View Control in Dynamics 365 SCM

Purchase Requisition (PR) View Control in Dynamics 365 SCM

Hi Folks, While implementing Dynamics 365 SCM for multi legal entity we all received requirement to have Control on View of “Purchase Requisition” to one Legal entity. By default PR function if organization wide function so we can’t control with Legal entity. But, we can control few thing by applying proper security control & maintaining PR permission. So, Let’s check how this can be…

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Segregation of Duties (SOD) in Dynamics 365 Finance & Operation

Segregation of Duties (SOD) in Dynamics 365 Finance & Operation

Hi Folks, If you are Finance team member, you must have heard this something about “Internal control” and “Segregation of duties”. As we all know that Internal control is very wide terminology and it includes Preventive Control and Detective Control. It’s always favorite part of Financial Auditor and System Auditor. Segregation of Duty is one policy of Internal Control and in this policy we…

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Do you want custom Report without Customization?

Do you want custom Report without Customization?

Hi Folks, I hope you guys are fantastic and enjoying each moments of life. Last week I was checking community and found one requirement for report which is not available in Dynamics 365 Finance as OOB. At the same time I had an conversation with one the my friend regarding requirement to see data with custom filter. So in this blog I am providing you one standard solution to build custom…

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Dynamics 365 Finance and Operation Cloud Environment Deployment on LCS

Dynamics 365 Finance and Operation Cloud Environment Deployment on LCS

Hi Folks, I hope you all are fine and enjoying the life. In this blog I have tried to cover end to end process to deploy cloud environment for Dynamics 365 Finance & Operation application. Please feel free to provide your feedback on comment section. How to deploy Dynamics 365 Finance & Operation cloud environment? Prerequisite: Office / Outlook Account for AzureAzure SubscriptionLCS…

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Period Closing Procedure - Dynamics 365 Finance

Period Closing Procedure – Dynamics 365 Finance

Are you facing difficulties in month / quarter / Year End Procedure? Hi Folks, We all know that Dynamics 365 Finance & Operation is well-known for it’s user-friendly interface. Specially when we talk about user interface, how can we miss the discussion of “Workspace”. Currently we have 63 (as per PU:39) inbuilt workspace including few with fully loaded PowerBI reports. One of the workspace…

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Year End Procedure - Dynamics 365 Finance - Bye bye 2020

Year End Procedure – Dynamics 365 Finance – Bye bye 2020

Year 2020……. I don’t want to discuss in detail but as we know, it’ worst year in human history in last century. We lost too much, in terms of human life, Jobs, Travelling, habits, etc. in the year 2020. The only thing we haven’t lost is “HOPE”. We all have hope that everything will be fine in 2021 or year after that. That’s what we call “Strength”. As a human it’s in our nature to learn and…

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Alert:- Prepare for dimension table changes in Financial Dimension Framework

Effective December 1, 2020, for all 10.0+ versions of Dynamics 365 Financial Dimension Framework we are preventing deletion from the following Dimension tables:

DimensionAttribute

DimensionAttributeValue

DimensionAttributeSet

DimensionAttributeSetItem

DimensionAttributeValueSet

DimensionAttributeValueSetItem

DimensionAttributeValueCombination

DimensionAttributeValueGroupCombination

DimensionAttributeV…

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