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BI360 Tips & Tricks – Excel Security on Budgeting Templates
To avoid Budgeting users from making changes budget templates you can implement Excel Security Protecting the worksheet: Planning creates special...
Multicurrency Tips and Tricks: Rolling Retained Earnings in Management Reporter
Rolling retained earnings in management reports is one of the more problematic areas in multicurrency. In order for retained earnings...
Dynamics 365 Customer Engagement
Dynamics 365 editable grids functionality limitations
Editable grids is an out of box functionality introduced last year for Dynamics 365 CRM. This functionality has been discussed...
SmartList Tip: Unable to change display name field created from SmartList Designer
If you are struggling to change a display name field created from SmartList Designer, there are a few steps you...
Dynamics GP – Payroll deductions missing for employee that is NOT subject to FICA
A company has added a health insurance deduction, dental deduction and a group life benefit. These are standard deductions and benefit codes we use for all employees. When they process payroll, the health deduction isn’t there and the dental deduction is the same as the group life benefit instead of what is setup in the card. The deductions show up correctly on the build check file report. There is an employee that is exempt from FICA tax, everything else is the same as other employees. Below is a huge list of why deductions may not be...
Utilizing User Classes to Organize SmartList Favorites
Are you an organization with lots of companies/databases and an endless list of SmartList favorites? Would you like to group...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM Online/Dynamics 365 Customer Engagement Online FetchXML Filter “In” Parameter
Issue Explanation When writing FetchXML to use as a data source for a custom report, a nice place to get...
SQL Updates Made Easy Using Excel
Have you ever setup several inventory items in Dynamics GP and realized after the fact that you have assigned the...
Dynamics 365 Customer Engagement, Microsoft
Upgrade to V9.0 (Fall 2017 Release) today!
The Dynamics 365 V9.0 (Fall 2017 Release) is finally here for existing customers! It seems Microsoft is following in the...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Flow Functionality and Use Cases
Microsoft Flow is a new workflow engine that was released in 2017. Flow has many connectors to many different applications...