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What Each Layer Is Really For — and Where Most Designs Go Wrong Most project accounting problems in Microsoft Dynamics 365 Finance don’t come from missing features or poor configuration. They come from decisions that feel small at the time — how to structure projects, how much detail to capture, where
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(and why this almost always leads to problems) In many organizations, decisions related to project accounting in Microsoft Dynamics 365 Finance are made very early — often without formal arbitration, without a clear framework, and without a full understanding of their medium- and long-term financial impact. The problem isn’t the
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Why Most Teams Get Them Wrong — and How Capitalization Really Works Project accounting issues in Dynamics 365 Finance rarely come from missing features or complex configuration. They almost always start with one early decision that looks operational but is deeply financial: the project type. Project types are not labels. They
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Here’s what breaks Project Management & Accounting (PMA) in Microsoft Dynamics 365 Finance faster than any configuration mistake: Treating projects like cost centers that never die. When finance treats PMA projects as permanent cost centers, budgets lose their teeth, accountability dissolves, and reconciliation turns into archaeology. Worse, it quietly
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TL;DR The Project management and accounting (PMA) module in Dynamics 365 Finance is a project accounting engine, not a project management tool. Most problems attributed to PMA are design and governance failures — not product limitations. Why This Module Is So Often Misunderstood The Project management and accounting (PMA) module
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A fast, predictable month-end close is one of the strongest indicators of a mature Finance function. Yet many organizations still struggle with sequencing, intercompany coordination, and late-period surprises — even with a robust ERP like Dynamics 365 Finance. Here are five practical ways to use D365 Finance to run a faster,
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One of the most common misconceptions I see among D365 Finance users is that clicking Post sends a transaction straight into the General Ledger. In reality, what happens is far more structured — and understanding it is key to reconciling balances, auditing entries, and governing financial data effectively. D365 Finance separates
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Introduction Dynamics 365 Finance offers powerful intercompany capabilities that can significantly reduce manual work and errors across legal entities. Features such as automatic journal entries, intercompany purchase orders, invoices, and even payment journals can streamline processes, improve traceability, and ensure better correspondence between entities. But before enabling intercompany transactions, it’
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1. The Problem with Bloated Charts of Accounts Too many organizations fall into the trap of creating an over-engineered Chart of Accounts (COA). Every new reporting need turns into a new account — until the COA becomes bloated, confusing, and painful to reconcile. * Harder to maintain * More room for human error
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A well-designed chart of accounts (COA) is one of the foundations of a strong finance system. Yet it’s also one of the areas where organizations often make mistakes during an ERP implementation. A poorly structured COA can create unnecessary complexity, make reconciliations painful, and slow down reporting. Here are
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Main Accounts, Financial Dimensions, Account Structures, Advanced Rules, and Financial Tags A well-designed Chart of Accounts (COA) is the backbone of accurate financial reporting, compliance, and decision-making. In Microsoft Dynamics 365 Finance, the COA isn’t just a static list of accounts — it’s a flexible framework that combines main
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Version tested: 10.0.43 (July 2025) Navigation path: Fixed assets ▸ Setup ▸ Posting profiles (menu names may vary slightly by build) Posting profiles are the bridge between the Fixed-asset sub-ledger and the general ledger. They tell Dynamics 365 Finance which main and offset accounts to hit when lifecycle events—acquisition,