Project Estimates and Revenue Recognition for Fixed-Price ETO Work in D365

In my last article on engineer-to-order I ended on a promise: the money side of a fixed-price ETO job, how the estimate and revenue recognition actually behave in Dynamics 365. Thi…

1 0 0
Stop sending users to another tab: embedding Power BI inside F&O

Here's a small frustration that turned out to matter more than I expected. We had gorgeous Power BI reports — and almost nobody looked at them. Why? Because they lived in a differe…

10 0 0
Using the Projects Module for ETO in D365: Projects, Planning, and Production

Today I will write about something I get asked about constantly: how to actually run engineer-to-order (ETO) work in Dynamics 365, and specifically how the Projects module ties tog…

28 0 0
Wave Templates in D365 Advanced Warehouse Management: How to Design Them So Work Creation Actually Behaves

If there is one piece of configuration in D365’s Advanced Warehouse Management module that quietly decides whether your outbound operation hums or grinds, it’s the wave template. I…

39 0 0
Quality Orders in D365 Production: Trigger Points, Sampling, and What to Do with Failures

I closed the shop floor execution article with a promise: quality management in production, quality orders, where to trigger them in the flow, and what to do with the material they…

26 0 0
Shop Floor Execution in D365: Production Floor Execution and Job Feedback Discipline

I closed the production scheduling article with a promise: shop floor execution, the production floor execution interface, and what good job feedback discipline does for both sched…

41 0 0
Production Scheduling in D365: Finite Capacity, Resource Groups, and Scheduling Percentages

I promised after the BOM line types article that I would come back to production scheduling, and specifically to the three things that decide whether your schedule is a plan or a f…

46 0 0
BOM Changes and Standard Cost in D365: Timing Cost Recalculations Around Revision Cutovers

In my last article I walked through engineering changes and how to get a revision into BOMs and production orders cleanly. I ended on a promise: the costing side. Because every BOM…

38 0 0
Engineering Changes and Revisions in D365: Reflecting Them in BOMs and Production Orders

When I talk to production managers about their biggest recurring headaches, engineering changes come up more often than anything else. A revision lands, and suddenly nobody is sure…

59 0 0
BOM Line Types in D365: How Item, Phantom, Pegged Supply, and Vendor Lines Shape Your Production Structure

When I review manufacturing implementations, one of the first things I open is a handful of BOMs, because the line type choices on those lines tell me almost everything about how p…

65 0 0
Work Templates and Location Directives in D365 Advanced WMS: The Two Tables That Run Your Warehouse

If you take away one mental model from working with Advanced Warehouse Management in Dynamics 365 Supply Chain Management, let it be this: almost every piece of physical movement i…

71 0 0
Designing an Outbound Wave and Load Strategy That Scales in D365 Warehouse Management

Picking, packing, and shipping is where a Dynamics 365 Supply Chain Management warehouse either flies or stalls. It is the highest-volume, most labor-intensive part of the operatio…

53 0 0