33 articles
Master Planning in D365: Coverage Groups and the Core Planning Parameters

For two weeks I have been deep in the warehouse: wave templates, cycle counting, replenishment, inbound flows, and last time the mobile device menu in the operator's hand. I promis…

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The Warehouse Mobile Device Menu in D365 Advanced WMS: Menu Items and Work Classes

In my last article on inbound flows I closed with a promise to come to the device in the operator's hand: the warehouse mobile device menu in D365 Advanced Warehouse Management. Me…

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The Warehouse Mobile Device Menu in D365 Advanced WMS: Menu Items and Work Classes

In my last article on inbound flows I closed with a promise to come to the device in the operator's hand: the warehouse mobile device menu in D365 Advanced Warehouse Management. Me…

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Inbound Flows in D365 Advanced WMS: Receiving and Put-Away Directives

In my last article on replenishment I closed with a promise to turn around and face the other direction: inbound flows in D365 Advanced Warehouse Management. Purchase order and loa…

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Replenishment in D365 Advanced WMS: Min/Max, Wave Demand, and Load Demand

In my last article on cycle counting I promised to come back to replenishment in D365 Advanced Warehouse Management: minimum and maximum replenishment, demand-based and load demand…

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Cycle Counting in D365 Advanced WMS: Thresholds, Count Plans, and Mobile Count Work

I closed the cost to complete article with a promise to come back to the warehouse: cycle counting in D365 Advanced Warehouse Management. Inventory accuracy is one of those metrics…

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The MCP server you wired up last year is about to vanish — here's the good news

So I went to add a tool to one of my agents last week and Microsoft Learn quietly informed me that the static Dynamics 365 ERP MCP server is being retired this calendar year. My fi…

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Fixed-Price Estimates and Revenue Recognition in D365: Cost to Complete for ETO Projects

I ended the ETO projects article with a promise: the money side. Fixed-price estimates, revenue recognition, and the cost to complete number that drives what the customer, the audi…

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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…

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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…

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Electronic Reporting: the tricks I wish someone had told me

I'll be honest: the first time I opened Electronic Reporting in F&O, I closed it again pretty quickly. All those configurations, data models, and formats stacked on top of each oth…

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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…

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