Every discovery I run, somebody wants to start with the fun stuff. Warehousing, production, the Power BI dashboard the CFO saw at a conference. I get it. Nobody wakes up excited about the general ledger. I start with the chart of accounts anyway. Everything else on a Dynamics 365 Finance & Operations project eventually posts to it, and if we get it wrong we find out six months later when inventory posting won't validate and the controller can't run the divisional P&L she was

If you’ve been managing D365 Finance & Operations for the last year or two or ten, Microsoft’s licensing enforcement deadlines have felt a lot like my kids promising they’ll clean the playroom "tomorrow." You hear it enough times, you see the date come and go, and eventually, you just stop believing it's ever going to happen. Well, the playroom is finally getting cleaned, whether we like it or not. Microsoft pushed the enforcement deadline a few times—first dodging a bullet i

If you’re reading this on day 14 (or 6 since I'm posting this on the 6th) of your month-end close and you still haven't locked the ledger, I feel for you. I’ve been in those trenches. Running a period-end close without a strict playbook is like trying to herd a group of toddlers through a grocery store without a list: it takes twice as long, it's incredibly stressful, and you always end up with a mess in aisle four. If your finance team is scrambling every month, it’s usually

If you've ever sat through a Conference Room Pilot (CRP) for the Fixed Assets module in D365 Finance and Operations, you’ve probably stared at a screen that looks a bit like a confusing tax form. Today, we are talking about the Depreciation Proposal. Whenever D365 uses the word "proposal," I want you to imagine the system handing you a draft and saying, "Hey, I did the math for you. Do you want to review this before we make it official?" It’s the ultimate safety net for accou