Mobile Workspaces are Being Deprecated

This has been a rumor for a while now, but the announcement has been made that the concept of the Mobile Workspace in Dynamics 365 for Finance and Operations is being deprecated. 

Microsoft released this information on June 3, 2022, here: Removed or Deprecated Platform Features

Here is a screenshot of the relevant information for those of you who do not want to click the link.

NSF Payments - The What, Why, and How of NSF in D365 Finance

NSF, or Non-sufficient funds, are payments that have been received that are rejected by the bank as the account tied to the payment does not have sufficient funds to be paid out. These are often referred to as "bounced checks." This blog will detail how to set up and utilize the NSF functionality in Dynamics 365 for Finance to reverse the payment and mark it as NSF.

Human Resources Data Management - Workers Without Employment

When importing Workers into Dynamics 365 Human Resources (now in D365FO), you populate the Worker data entity with as much information as possible. Then, start the import using Data management and after the import is complete, you check Human resources > Workers > Workers, and there are no records to be found. The import says it was successful, so where did the worker records go?

If you look around, you will find them in the Workers without employment filtered view (Human resources > Workers > Workers without employment.) 

View of Human resources module with "Workers without employment" selected

Great, the records made it into the system, but I don't want to touch each record and add employment dates. How do we use the Data management functionality to add "employment" to these worker records?

Credit Management Blocking Rules Sequencing

Something happened while I wasn't looking and now we have a clearer sequencing of Credit management Blocking rules. This has been a much-needed change, and I am happy to report on it!Hierarchical arrows with the words "There is a process!" on them

Sequencing of Blocking Rules

Credit Management Release to Warehouse Credit Hold Loop

Some big changes were made to Credit management in recent versions that need to be addressed. One of which is the following parameter: 

Bypass inventory reservations

Image of Credit and collections parameters with Bypass inventory reservations highlighted
A new parameter has appeared called Bypass inventory reservations, but what does it mean?

IT☕ Time Podcast

One of the things I have recently been working on is a podcast that is by women and geared toward tech topics. The podcast is called IT🍵 Time. It's a collaborative effort with Zoe Abulzahab and Yuanming Chu, both of whom I work with at Alpha Variance Solutions

We are always looking for interesting speakers and topics, so if you have any ideas, feel free to add a comment to this blog post. Thanks for listening! 

Set up Collections Agents and Customer Pools

When setting up the Credit and collections module in your D365 Finance environment, you will want to ensure that your collections team will have access to work with their assigned customers. Logging in and seeing all of the Customers with all of their information can be an overwhelming experience, making it more difficult for your collections team to do their job. D365 Finance allows for the creation of Collections agents with the ability to filter only assigned information.