D365 glossary | DeliveredSoft.com

D365 glossary

Accounting period

Accounting software

Accounting Standards Codification (ASC)

Accounts payable (AP)

Accounts receivable (AR)

Account structure

Acquisition cost

Active directory integration

Administer system features

Advanced analytics

Advanced find query

Advanced planning and scheduling (APS)

Advanced project planning

Advanced shipping notification (ASN)

Advanced warehouse pick

Aged receivables

Agile project management

AI-driven automation

Alternate key configuration

API management (APIM)

Application checker utility

Application lifecycle management (ALM)

Application programming interface (API)

Appointment scheduling

Artificial intelligence (AI)

Assemble-to-order (ATO)

Assembly management system

Asset acquisition strategy

Asset classification

Asset decommissioning

Asset insurance

Asset leasing module

Asset lifecycle stages

Asset management

Asset replacement

Asset scrapping

Asset service management

Asynchronous processing

Audit management

Authorization for expenditure (AFE)

Automated testing framework (ATF)

Automated warehouse sorting

Available-to-promise (ATP)

Azure Active Directory (Azure AD)

Azure API Management

Azure Data Lake Storage (ADLS)

Azure Functions

Azure Logic Apps

Azure SQL Database

Azure Synapse Analytics

Backlog management

Balanced scorecard

Balance on hand (BOH)

Batch job scheduling

Billing classifications

Billing schedules

Bill of lading (BOL)

Bill of materials (BOM)

Bill of materials explosion

Bin ranking configuration

Blanket purchase order

Budget forecast

Budget plan scenario

Budget register entry

Budget variance

Business continuity plan (BCP)

Business event framework

Business impact analysis (BIA)

Business intelligence (BI)

Business performance analytics

Business process automation (BPA)

Business process flow (BPF)

Business process management (BPM)

Business Process Modeling Notation (BPMN)

Business process reengineering (BPR)

Business rule logic

Business-to-business (B2B)

Business-to-consumer (B2C)

Buy-to-order (BTO)

Campaign analytics

Campaign budget

Canvas app designer

Capacity planning

Capacity requirements planning (CRP)

Capital asset budget

Capital expenditure (CapEx)

Cascade behavior rules

Cash flow forecast

Cashflow statement

Cash pooling strategy

Category hierarchy

Centralized payments

Centralized resource allocation

Change impact assessment

Change management

Change readiness

Change resistance

Change tracking

Channel management

Chart of accounts (COA)

Citizen developer

Closing entries

Cloud architecture

Cloud computing

Cloud flows automation

Cloud solutions

Cognitive computing

Cognitive services

Collaborative budgeting

Collection letters

Collections cases

Collection stakeholders

Common Data Model (CDM)

Common Data Service (CDS)

Competency analysis

Compliance controls

Compliance reporting

Component engineering

Configuration management

Configure, price, quote (CPQ)

Configure-to-order (CTO)

Connectivity Studio

Consolidated financial statements

Consolidated Omnibus Budget Reconciliation Act (COBRA)

Consume materials

Containerization logic algorithm

Continuous delivery

Continuous integration (CI)

Contract lifecycle management (CLM)

Core financials

Correcting entry

Cost accounting

Cost accounting ledger

Cost allocation

Costing methodology

Costing version

Cost of goods sold (COGS)

Cost-volume-profit (CVP)

Credit insurance tracking

Credit management

Cross-company data sharing

Currency conversion

Currency policies

Currency revaluation

Custom API endpoint

Custom connector development

Custom dimensions

Customer credit-group

Customer data platform (CDP)

Customer engagement (CE)

Customer journey

Customer satisfaction (CSAT)

Customer service portal

Database logging configuration

Database management system (DBMS)

Data entities data package

Data export service (DES)

Data governance

Data integration

Data management framework (DMF)

Data management workspace

Data orchestration

Data sanitization

Data synchronization

Data upgrade tool

Dataverse choices configuration

Dataverse plugin development

Dataverse search index

Date effectivity

Days Sales Outstanding (DSO)

Debt management

Default accounts

Default dimensions

Define business continuity plan

Demand driven MRP (DDMRP)

Demand forecasting

Demand planning

Departments, jobs, and positions

Dependency tracking

Dependent tracking mechanism

Deployable package deployment

Derived dimensions

Desktop flows RPA

Development environment

Digital Contact Center Platform (DCCP)

Digital messaging channel

Digital transformation

Dimension attribute

Dimension attribute value

Direct debit mandates

Direct delivery processing

Direct expenses

Direct procurement

Disaster recovery plan (DRP)

Discount concurrency

Discount eligibility

Discrete manufacturing

Dispatch scheduling

Distribution resource planning (DRP)

Double-entry bookkeeping

Drop ship (purchased items)

Drop ship (sold items)

Dual-write orchestration engine

Duplicate detection

Dynamics 365 App for Outlook

Dynamics 365 Business Central

Early bound entity generation

Early-stage discovery

Economic order quantity (EOQ)

Economic Value Added (EVA)

Elastic tables architecture

Electronic data interchange (EDI)

Electronic fund transfer (EFT)

Electronic invoicing service

Electronic reporting destination

Electronic reporting (ER)

Eligibility criteria

Employee onboarding

Employee self-service (ESS)

Employee succession planning

Encumbrance accounting

End-to-end integration

End-user training

Engineering change management (ECM)

Engineering change order (ECO)

Engineering change request (ECR)

Engineer-to-order (ETO)

Enterprise asset management (EAM)

Enterprise data architecture

Enterprise resource planning (ERP)

Entity Relationship Diagram (ERD)

Environment lifecycle

Environment routing rules

Environment topology setup

Environment variables

Equity financing

Estimation to complete (ETC)

Europe, the Middle East, and Africa (EMEA)

Exchange rate provider

Exchange rate types

Executive sponsorship

Expense management

Expense policies

Export to data lake

Extensible Data Security (XDS)

Extensions development framework

Extract, transform, load (ETL)

FetchXML query generation

Field level security profile

Field security profile

Field service management (FSM)

Financial consolidation

Financial dimension configuration

Financial dimensions

Financial dim revaluation

Financial periods

Financial reporting

Financial reporting web viewer

Financial statements

First in, first out (FIFO)

Fixed asset depreciation

Fixed dimensions

Fixed-price projects

Forecast accuracy

Forecast dimensions

Foreign exchange revaluation

Fourth-party logistics (4PL)

Free on board (FOB)

Free text invoice

Freight reconciliation

Frontline worker

Full-time equivalent (FTE)

Functional requirement

General journal processing

General ledger parameters

General ledger postings

Generally accepted accounting principles

Global address book

Global deployment

Global inventory accounting

Global option set

Goods receipt note (GRN)

Granularity attribute

Health insurance portability and accountability act (HIPAA)

Hierarchical security model

High availability

Hotel, restaurant, and catering (HoReCa)

Human resource management

Hyper-automation

Identity and access management

Implementation methodology

Incentive programs

Incident response

Income statement

Incremental data export

Index revaluation

Indirect expenses

Indirect procurement

Integrated software

Integration platform as a service (iPaaS)

Intercompany accounting

Intercompany expenses

Intercompany product synchronization

Intercompany trade

Interfaced software

Interface mapping

Internal controls

International accounting standards board (IASB)

International financial reporting standards (IFRS)

Internet of things (IoT)

Internet of things sensors

Inventory adjustment

Inventory batch disposition

Inventory cycle count

Inventory dimensions

Inventory management

Inventory movements

Inventory picking movement

Inventory reconciliation

Inventory tracing

Inventory transfers

Inventory turnover

Inventory valuation

Inventory valuation method

Invoice matching

Invoice payment terms

Invoice processing

Item tracking codes

IT service management (ITSM)

Machine learning

Main account category

Maintenance budget

Maintenance checklist

Maintenance mode execution

Maintenance plan

Maintenance repair and overhaul (MRO)

Maintenance request

Maintenance schedule

Make-to-order (MTO)

Make-to-stock (MTS)

Manage background jobs

Manage data synchronization

Managed solutions package

Manage licensing and entitlements

Manage notifications and alerts

Manage system access and security

Manage system compliance

Mandatory credit limit

Manufacturing execution system (MES)

Many-to-many relationship

Master data management (MDM)

Master production schedule (MPS)

Material handling equipment (MHE)

Material requirements planning II (MRP II)

Material requirements planning (MRP)

Mean absolute percentage error (MAPE)

Metadata architecture

Metadata hotfix application

Methods of payment

Microsoft Copilot

Microsoft Dataverse

Microsoft Learn

Minimum order quantity (MOQ)

Model-driven app

Model-driven form designer

Model store migration

Modern workplace

Multi-factor authentication (MFA)

Multi-table lookup column

Natural language processing (NLP)

Net present value (NPV)

Non-billable hours

Non-disclosure agreement (NDA)

Non-functional requirement

Non-ledger journal account

Number sequence framework

Object oriented programming (OOP)

Omni-channel distribution

Omni-channel retail

Omni-channel supervisor dashboard

Open data protocol (OData) endpoint

Opening balances

Operating expenditure (OpEx)

Opportunity management

Option set (picklist)

Order fulfillment

Order management

Order-to-cash (O2C)

Organization administration

Organization hierarchy designer

Organization service proxy

Original equipment manufacturer (OEM)

Overall equipment efficiency (OEE)

Paid time off (PTO)

Parallel conversion

Partner relationship management (PRM)

Payment gateway

Payment proposal

Performance appraisal

Performance improvement plan (PIP)

Performance monitoring

Performance plan

Performance review

Physical inventory journal

Plugin registration tool

Point of sale (POS)

Posting definition

Power Platform environments

Power Virtual Agents

Predictive maintenance

Pre-encumbrance accounting

Price adjustments

Price attributes

Price components

Pricing agreement

Pricing management

Primary name column

Process automation framework

Process manufacturing

Procurement and sourcing

Product and price lists

Product category

Product configuration

Product configurator

Product engineering

Product hierarchy

Product information management (PIM)

Production control module

Production journals

Production order

Production pool allocation

Production schedule

Production source documents

Production strategies

Product lifecycle management (PLM)

Product variant

Profit and loss (P&L)

Pro forma invoice

Project-based manufacturing

Project contract

Project controller

Project delivery

Project estimate

Project governance

Project management office (PMO)

Project manager

Project milestones

Project resource

Quality association criteria

Quality assurance (QA)

Quality control (QC)

Quality management system (QMS)

Quick find view

Radio-frequency identification (RFID)

Rapidstart services

Rebate accruals

Rebate agreement

Rebate generation

Rebate processing

Recipe management

Reconcile invoices

Recovery point objective (RPO)

Recovery time objective (RTO)

Recurring integrations scheduler

Regression suite automation tool (RSAT)

Regression testing

Regulatory compliance

Released product

Release validation program

Reporting relationships

Request for quotation (RFQ)

Resource booking

Resource capacity

Resource characteristics

Resource manager

Resource requirement

Resource schedule optimization (RSO)

Resource work hours

Return merchandise authorization (RMA)

Return on assets (ROA)

Revenue recognition

Reverse engineering

Risk-adjusted return on capital (RAROC)

Risk management

Robotic process automation (RPA)

Role-based security

Rollup column calculation

Sales agreement

Sales order processing

Sales order (SO)

Sales quote conversion

Sandbox environment

Scheduling parameters

Security role privileges

Self-service portal

Serial number tracking

Service customer

Service level agreement (SLA)

Service location

Service pricing optimization

Service resource

Service territory

Shipment tracking

Simulation testing

Single corporate ledger

Single sign-on (SSO)

Skill gap analysis

Software as a service

Software deployable package

Solution components dependency

Source document

Standard costing version

Stock keeping unit (SKU)

Storage dimension

Strategic planning

Success by Design framework

Succession planning

Supplier performance metrics

Supplier relationship management (SRM)

Supply Chain Operations Reference (SCOR)

Supply chain visibility

Support systems

Synchronous plugin execution

Sysops administration portal

System administrator

System integration

System user table

Unified interface

Unit of measure (UOM)

Unlimited credit limit

Unmanaged solutions deployment

Uptake software releases

User acceptance testing (UAT)

User adoption metrics

User feedback loop

User group assignments

Value-added reseller (VAR)

Vendor account number

Vendor aging evaluation

Vendor bank accounts

Vendor collaboration portal

Vendor invoice automation

Vendor managed inventory (VMI)

Version update schedule

Virtual private network (VPN)

Virtual tables provider

Visual scheduling

Warehouse mobile app

Warehouse put-away rule

Wave template processing

Work breakdown structure (WBS)

Workflow history logs

Workforce planning

Working time calendar

Year-end closing

Year-to-date (YTD)

Zero-based budgeting

Popular glossary terms

Advanced project planning

Advanced project planning in D365 refers to the sophisticated resource scheduling, task dependency mapping, and multi-layered budget estimation workflows used to orchestrate complex professional services and project-based manufacturing engagements.

Agile project management

Agile project management in D365 refers to the iterative software implementation methodologies and sprint-tracking frameworks utilized within project-centric modules to manage system configurations and deployment lifecycles. It connects development tasks, functional backlogs, and resource burn rates directly to accounting ledgers and project frameworks, allowing organizations to adjust scopes dynamically while maintaining complete budget tracking.

Project off track?

Who are we?

We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.

Our mission is to translate complex technology into real business results. We use our deep Dynamics 365 expertise to help organizations optimize their operations and logistics, drive digital transformation, and achieve sustainable growth. A key area of focus for us is retail commerce. We specialize in enhancing and connecting omni-channel experiences, improving the in-store digital customer experience, and developing powerful toolsets for in-store staff. We integrate robust commerce solutions to meet the dynamic needs of modern retailers.

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