Michael Schwartz
Software Solutions Architect for Ellipse Solutions
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I have over 28 years' experience with ERP software packages with applications ranging from textiles to general manufacturing to process manufacturing to engineer to order. I have been working with Dynamics AX/D365 for over 20 years and have in-depth knowledge of X++ development in addition to experience with trade and logistics, projects, production, and security within D365. I am certified in D365 with the MB-500 and MB-330 certifications.
Playing Tag with your General Ledger
• Financial Tags offer a powerful way to track and analyze financial data in Dynamics 365 without overcomplicating your chart of accounts. In this session, we'll cover what Financial Tags are, how to set them up, and the benefits they bring to transaction tracking and reporting. You’ll see a live demo following a tag from purchase order creation through invoice and vendor payment and learn how to review and group tagged data in the general ledger.
• Understand what Financial Tags are and how they can streamline financial reporting
• Learn how to create, configure, and manage different types of tags
• See how to enter and track tag data throughout transaction processes
• Explore how to analyze and group data by tags in the general ledger
• Get a glimpse of what's ahead, including improved capabilities and roadmap highlights like defaulting rules and expanded tag functionality coming to D365
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