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Power Virtual Agent & Power Automate

- December 8, 2019

This week I was playing around with Power Virtual Agent and Power Automate. I needed to demo a virtual agent...

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Dynamics 365 Field Service – Rejecting a booking
Dynamics 365 Field Service – Rejecting a booking

- December 7, 2019

Field Service is a great tool for companies that send out remote workers, but what happens if that remote worker...

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Dynamics Field Service, Project Service & Sales
Dynamics Field Service, Project Service & Sales

- December 6, 2019

If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the...

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Adding Components to Unified Interface App(s)
Adding Components to Unified Interface App(s)

- December 5, 2019

Now that Microsoft put an expiration date on the legacy interface I thought it would be time to write a...

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Customize Opportunity Close Dialog Box
Customize Opportunity Close Dialog Box

- December 4, 2019

After the October 2019 release wave, system administrators now have the ability to customize/configure the Opportunity Close Dialog box without...

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Nested Grids in Dynamics 365
Nested Grids in Dynamics 365

- December 2, 2019

I came across this little gem when I was playing around with subgrids in Dynamics 365. We all know we...

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Inventory Transfers using the Inventory Dashboard
Inventory Transfers using the Inventory Dashboard

- November 25, 2019

In this post I’m going to discuss how to use the previously created Inventory Dashboard to perform and inventory transfer,...

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What I learned attending Dynamics 365 Saturday in Lawrenceburg, IN
What I learned attending Dynamics 365 Saturday in Lawrenceburg, IN

- November 25, 2019

Last August I attended the Dynamics 365 Saturday event in Lawrenceburg, IN. The event was packed with talented subject matter...

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Dynamics 365 CE Multiple Entity Rollup Field with Power Automate

- November 21, 2019

Out of the box rollup fields are very useful in Dynamics 365 Customer Engagement, but have limitations such as the...

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How to Prevent Infinite Loops in Power Automate Flows for Dynamics 365 CE

- November 21, 2019

A common issue with using Power Automate Flows on Dynamics 365 CE records is inadvertently causing infinite loops. The workflows...

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Dynamics 365 CE Synchronize User’s Bookable Resource Time Zone

- November 21, 2019

The Bookable Resource record is scheduled according to the time zone selected on that record within Dynamics 365 CE. This works...

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Video – Dynamics 365 Commerce and Connected Store
Video – Dynamics 365 Commerce and Connected Store

- November 14, 2019

With the recent announcement of the new Microsoft Dynamics 365 Commerce and Connected Store solutions, we felt it would be...

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Ste. Michelle Wine Estates Website Homepage
Microsoft Dynamics 365 Commerce – Ste. Michelle Wine Estates story

- November 11, 2019

Microsoft recently announced a new commerce platform, Microsoft Dynamics 365 Commerce. Built on Microsoft’s retail solution, this new commerce platform...

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Transitioning to Unified Interface
Transitioning to Unified Interface

- October 17, 2019

Using an existing environment to validate your legacy web client app with the Unified Interface This blog shows you how...

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Show in which warehouse work order products are available on the Field Service Mobile App
Show in which warehouse work order products are available on the Field Service Mobile App

- October 3, 2019

Overview Field technicians probably want to know where the products they need (to complete a work order) are located so...

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Microsoft D365 Finance and Operations New Hire Class of 2019
Microsoft D365 Finance and Operations New Hire Class of 2019

- September 27, 2019

This summer, RSM is hosting its biggest Microsoft D365 Finance and Operations training class of almost 60 people. Over a...

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Making Sense of How to Set Up Product Attributes in Dynamics 365 for Finance and Operations
Making Sense of How to Set Up Product Attributes in Dynamics 365 for Finance and Operations

- September 27, 2019

Overview I do a great deal of training in Dynamics 365 for Finance and Operations and nothing seems to confuse...

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Dynamics 365 Field Service Inventory Dashboard
Dynamics 365 Field Service Inventory Dashboard

- September 24, 2019

Field technicians that have to go onsite and perform repairs and/or installations, have to keep track of what they have...

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Using Real Time Workflows as Security
Using Real Time Workflows as Security

- September 19, 2019

Problem A while back I had a customer who wanted to prevent certain users to re-open a won opportunity in...

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Auto Number Fields for Dynamics Customer Engagement
Auto Number Fields for Dynamics Customer Engagement

- September 17, 2019

Dynamics 365 for Customer Engagement auto-creates unique ID’s for certain records types out of the box, for instance orders, cases,...

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Introduction to Microsoft Dynamics 365 for Retail
Introduction to Microsoft Dynamics 365 for Retail

- August 22, 2019

With 89% of customers desiring a unified experience across channels, the pressures on retailers are growing. The need to engage...

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Dynamics 365 – 2019 Release Wave 2 | Part 2
Dynamics 365 – 2019 Release Wave 2 | Part 2

- August 20, 2019

On August 2 the release wave 2 features for early access became available. I am super excited to discuss some...

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Email account isn’t configured with Dynamics 365 error
Email account isn’t configured with Dynamics 365 error

- August 14, 2019

Problem Last week I had an issue with the Dynamics 365 for Outlook App. I had connected outlook to my...

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Dynamics 365 – 2019 Release Wave 2 | Part 1
Dynamics 365 – 2019 Release Wave 2 | Part 1

- August 13, 2019

On August 2, 2019 the release wave 2 features for Dynamics 365 CE early access became available. I am super...

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Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation
Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation

- August 5, 2019

Overview In this article I am going to explain how we can setup a mailbox in exchange and tie that...

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Dynamics 365 Customer Service – Automatic Case Assignment
Dynamics 365 Customer Service – Automatic Case Assignment

- July 30, 2019

In this article I am going to explain how we can use workflows to assign cases to a team in...

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Harness your data: Dynamics 365 Artificial Intelligence combined with Dynamics CRM empowers strategic action
Harness your data: Dynamics 365 Artificial Intelligence combined with Dynamics CRM empowers strategic action

- July 30, 2019

The hard work is over. You’ve implemented the system; you’ve amassed a hefty set of data. Microsoft Dynamics 365 Artificial...

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The Benefit of eLearning
The Benefit of eLearning

- July 19, 2019

  “The only thing worse than training your employees and having them leave is not training them and having them...

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Microsoft Dynamics 365 CRM | Who “owns” the Business Applications within the Organization?
Microsoft Dynamics 365 CRM | Who “owns” the Business Applications within the Organization?

- July 18, 2019

Overview Every organization has this discussion at some point in their journey and has to determine its own answer to...

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Dynamics 365 App for Outlook shows Dashboard vs Contact/Lead Pane
Dynamics 365 App for Outlook shows Dashboard vs Contact/Lead Pane

- July 16, 2019

Problem One of my coworkers reached out to me last week to see if I knew why a dashboard was...

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Financial Period Close Configuration – Get the Most Out of Your Financial Period Close Workspaces!
Financial Period Close Configuration – Get the Most Out of Your Financial Period Close Workspaces!

- June 28, 2019

Overview Utilizing the Financial Period Close workspace in Dynamics 365 Finance and Operations requires that you first configure the financial...

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The Power of Project Stages
The Power of Project Stages

- June 28, 2019

Anybody who has worked with project management and accounting in Dynamics 365 and has set up a project, knows that...

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Filtering Dynamics 365 CE Fields in Flow
Filtering Dynamics 365 CE Fields in Flow

- June 18, 2019

Overview: Microsoft Flow adds a lot of new functionality for Dynamics 365 CE beyond the capacity of workflows. One exciting...

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PowerApps – Saving Digital Signatures to OneDrive
PowerApps – Saving Digital Signatures to OneDrive

- May 30, 2019

Capturing digital signatures in a Microsoft PowerApp may be a key piece to your clients business, but how do you...

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12 Key Components of the PowerApps Visual Designer (D365 CE Example)
12 Key Components of the PowerApps Visual Designer (D365 CE Example)

- May 27, 2019

Microsoft PowerApps is a product created to help you build your own applications with little code or need for software...

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Dynamics 365 and Common Data Services licensing changes
Dynamics 365 and Common Data Services licensing changes

- May 22, 2019

From your monthly phone bill and Netflix subscription to your car insurance and monthly rent, the amount you pay for...

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Finding Missing Accounts in Management Reporter
Finding Missing Accounts in Management Reporter

- May 21, 2019

Overview A common complaint at month end is that it’s hard to find what accounts are missing in Management Reporter. ...

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Utilize Dynamics 365 for Mobile
Utilize Dynamics 365 for Mobile

- May 20, 2019

If you want to be able to utilize Dynamics 365 for mobile as you might already you, you’ll need to...

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Microsoft Dynamics GP – SmartList Displays SOP Returns as Negative Numbers
Microsoft Dynamics GP – SmartList Displays SOP Returns as Negative Numbers

- May 17, 2019

Recently I have had a few inquiries about how SmartList displays and exports SOP return documents.  Have you ever noticed...

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Stop, Collaborate, and Listen with Microsoft Teams
Stop, Collaborate, and Listen with Microsoft Teams

- May 15, 2019

Microsoft Teams brings together communication threads, chat, video meetings, file storage, and application integration.  Like many Microsoft products, it is...

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RSM recognized as innovation award finalist by United Fresh
RSM recognized as innovation award finalist by United Fresh

- May 14, 2019

RSM’s CLEARthru was recently announced as a finalist in the Best New Food Safety Solution category for United Fresh Produce...

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Microsoft Dynamics GP: The Disk is Full Error
Microsoft Dynamics GP: The Disk is Full Error

- May 14, 2019

You have just logged in to Dynamics GP, and attempt to open one of the menu options and receive an...

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Which reporting tool do I use in Microsoft Dynamics GP?  (Continued)
Which reporting tool do I use in Microsoft Dynamics GP?  (Continued)

- May 9, 2019

Report Writer and SmartList In my last post I provided some basic conditions to consider in determining which reporting tool...

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Dynamics 365 webcast series: Leveraging applications in Microsoft Dynamics 365
Dynamics 365 webcast series: Leveraging applications in Microsoft Dynamics 365

- May 7, 2019

Having trouble managing multiple users and teams in Microsoft Dynamics 365? Do your users feel like there are too many...

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Why Chief Operating Officers are turning to Microsoft Dynamics 365 for Finance and Operations
Why Chief Operating Officers are turning to Microsoft Dynamics 365 for Finance and Operations

- May 2, 2019

 In this video, you’ll see how Microsoft’s Dynamics 365 for Finance and Operations can play a critical role in...

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Dynamics 365: Enhanced Service Level Agreements, a quick setup guide
Dynamics 365: Enhanced Service Level Agreements, a quick setup guide

- May 2, 2019

Overview Service Level Agreements (SLAs) are typically used on Cases to track different things whether it’s a Customer Service response...

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Integration Manager and Default Distribution Accounts
Integration Manager and Default Distribution Accounts

- May 2, 2019

Overview Users new to Integration Manager (or just rusty) often contact the RSM Dynamics GP National Help Desk with questions...

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Trouble Getting SafePay to Read the Account Number in Dynamics GP
Trouble Getting SafePay to Read the Account Number in Dynamics GP

- April 30, 2019

Have you ever had issues with  Dynamics GP’s Safepay reading your bank account number? One of the most common issues...

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Improving the customer experience on the Help Desk Performance Management: Part I – Service Level Agreements
Improving the customer experience on the Help Desk Performance Management: Part I – Service Level Agreements

- April 29, 2019

Measuring the performance of your firm’s help desk is an integral part of understanding your client’s needs. In fact, in...

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Microsoft Dynamics 365 April release
Microsoft Dynamics 365 April release

- April 29, 2019

The April 2019 upgrade for Microsoft Dynamics 365 (D365) has a multitude of new and improved features. One of the...

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Dynamics GP – 7 Things You Should Know About the Reports Dictionary
Dynamics GP – 7 Things You Should Know About the Reports Dictionary

- April 26, 2019

After many years of consulting and supporting Microsoft Dynamics GP, many customers still rely heavily on their Dynamics GP modified...

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GeoCoding records in Woodford for the Field Service Mobile app (Built on Resco)
GeoCoding records in Woodford for the Field Service Mobile app (Built on Resco)

- April 26, 2019

There is a powerful tool in Woodford called GeoCoder. This is an easy way to easily populate the Latitude and...

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Mapping your warehouse and product inventory data for the Field Service Mobile App.
Mapping your warehouse and product inventory data for the Field Service Mobile App.

- April 25, 2019

Overview The Field Service Mobile and Resco CRM Mobile apps are very powerful and have a lot of great functionality...

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Management Reporter: Reports are not updating with the correct amounts, or at all
Management Reporter: Reports are not updating with the correct amounts, or at all

- April 24, 2019

You are running your financial reports in Management Reporter Report Designer but the reports are not updating with the amounts...

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Management Reporter:  Report Queue stuck in Dynamics 365
Management Reporter: Report Queue stuck in Dynamics 365

- April 22, 2019

Your customer calls you and lets you know that they are running reports for month end in Management Reporter Report...

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Benefits of Customer Service Form for Non-Retail Dynamics 365 for Finance and Operations Users
Benefits of Customer Service Form for Non-Retail Dynamics 365 for Finance and Operations Users

- April 19, 2019

Overview I’m often asked about the easiest way to find information about customers in Microsoft Dynamics 365 for Finance and...

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Rework Batch Orders in Microsoft Dynamics 365 for Finance and Operations
Rework Batch Orders in Microsoft Dynamics 365 for Finance and Operations

- April 19, 2019

This article will discuss reworking a batch order in Microsoft Dynamics 365 for Finance and Operations. Before we get started,...

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Pre-cut melons still on the shelves or in your fridge, but how do you know if it was part of a recall?

- April 16, 2019

Overview: This time it’s a Salmonella outbreak linked to 93 people so far.1 Caito Foods recently recalled pre-cut watermelon, honeydew...

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Understanding Workspaces in Microsoft Dynamics 365 for Finance and Operations
Understanding Workspaces in Microsoft Dynamics 365 for Finance and Operations

- April 15, 2019

There are several navigation options you can use in Dynamics 365 for Finance and Operations to arrive at the same...

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Microsoft Flow: Copy Email Attachment to OneDrive for Business and Approve Copy to SharePoint
Microsoft Flow: Copy Email Attachment to OneDrive for Business and Approve Copy to SharePoint

- April 15, 2019

Overview Microsoft Flow enables the ability to automate tasks across a multitude of business software’s. This is possible using connectors...

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Microsoft Dynamics GP:  How to Eliminate Multiple W2 Forms When There Are More Than Two Local Taxes Withheld
Microsoft Dynamics GP: How to Eliminate Multiple W2 Forms When There Are More Than Two Local Taxes Withheld

- April 10, 2019

Now that W2 season is in the rearview mirror, it is a good time to reflect on the challenges we...

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SmartConnect Error Fixes for Dynamics GP 2018
SmartConnect Error Fixes for Dynamics GP 2018

- April 10, 2019

Overview: Recently, while importing data into Dynamics GP 2018, using SmartConnect, I ran across some error messages. My first instinct...

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Ready for the Close-Up: Making the Most of Software Screenshots
Ready for the Close-Up: Making the Most of Software Screenshots

- March 25, 2019

Whether it’s for technical support help, user documentation and training, or our own reference, we all take software screenshots occasionally....

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Playing Well with Others: Budget Plans and Financial Report Designer in D365FO
Playing Well with Others: Budget Plans and Financial Report Designer in D365FO

- March 24, 2019

Microsoft Dynamics 365 for Finance and Operations (D365FO) has a powerful Budget Planning feature set that allows organizations to build...

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Batch Attribute Pricing in Microsoft Dynamics 365 for Finance and Operations
Batch Attribute Pricing in Microsoft Dynamics 365 for Finance and Operations

- March 20, 2019

Have you ever gone to a specific grocery store to buy fruit and vegetables because you knew their quality was...

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Dynamics GP Field Service work order won’t close due to “You may not complete due to a back order or in transit document” message
Dynamics GP Field Service work order won’t close due to “You may not complete due to a back order or in transit document” message

- March 19, 2019

While working in the Dynamics GP Service Call Management module, the user received the error message, “You may not complete...

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Creating direct ship delivery (DSD) POs in D365
Creating direct ship delivery (DSD) POs in D365

- March 18, 2019

Overview There are times when a retailer may need to create direct ship delivery (DSD) purchase orders in mass, such...

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5 Tips on How to Succeed with Your ERP Implementation
5 Tips on How to Succeed with Your ERP Implementation

- March 16, 2019

Implementing a sophisticated ERP system for the first time is a lot of work. It can also be complex for...

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Using Retail Allocations in D365
Using Retail Allocations in D365

- March 14, 2019

Overview Allocations and pre-allocations are common business processes in the retail industry for moving product currently in the distribution center...

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Duplicate SQL job “Remove Posted PJOURNALs” and the havoc it can unleash
Duplicate SQL job “Remove Posted PJOURNALs” and the havoc it can unleash

- March 1, 2019

Dynamics GP has a very important SQL job that cleans up records in a table called PJOURNAL. Without this job,...

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Dynamics 365 – Where did my apps go?
Dynamics 365 – Where did my apps go?

- March 1, 2019

One of the best features that Microsoft has released in the last couple of years is the ability to make...

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Microsoft D365 for Finance and Operations in Retail
Microsoft D365 for Finance and Operations in Retail

- February 26, 2019

When you start a retail business there are many challenges and it involves many, many decisions; where/how will you sell,...

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PowerPoint and Prezi: Presentation Delivery with Unique Styles
PowerPoint and Prezi: Presentation Delivery with Unique Styles

- February 26, 2019

Overview Throughout most of my career and in college, most of the presentations I’ve designed, or used to present to...

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Handling Trade Allowances in Dynamics 365 for Finance and Operations
Handling Trade Allowances in Dynamics 365 for Finance and Operations

- February 26, 2019

Overview In a previous article, we discussed what a Trade Allowance was in Dynamics 365 for Finance and Operations  (D365) and...

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Dynamics 365 for Retail and the Omnichannel Experience
Dynamics 365 for Retail and the Omnichannel Experience

- February 26, 2019

Overview Retail is an industry that is constantly changing, and retailers must also understand trends in order to keep their...

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Part 3: Three compelling reasons to consider Microsoft Dynamics 365 Business Central
Part 3: Three compelling reasons to consider Microsoft Dynamics 365 Business Central

- February 13, 2019

If your current ERP is several versions behind and you don’t want to go through the painstaking processes of upgrading...

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Retail Catalog Approval Process with Workflow
Retail Catalog Approval Process with Workflow

- January 31, 2019

Overview The retail catalogs in Microsoft Dynamics 365 for Finance and Operations (and Dynamics 365 for Retail) allows you to...

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Solving an Excruciatingly Long GL Import
Solving an Excruciatingly Long GL Import

- January 24, 2019

Steve Endow, owner of Precipio Services, has done a fair amount of volume testing of imports to Dynamics GP and...

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Part 2: Three compelling reasons to consider Microsoft Dynamics 365 Business Central
Part 2: Three compelling reasons to consider Microsoft Dynamics 365 Business Central

- January 3, 2019

Many companies quickly grow out of their business systems. They often have siloed systems, duplicate data, manual processes, insufficient reporting...

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Tips for Effective Virtual Software Demonstrations
Tips for Effective Virtual Software Demonstrations

- December 17, 2018

Have you been given the task of presenting your company website or specific software to a client or vendor? Is...

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The Basics of Trade Allowances in Dynamics 365
The Basics of Trade Allowances in Dynamics 365

- December 17, 2018

FOR DYNAMICS 365 FOR FINANCE AND OPERATIONS Overview: The managing of trade allowances in Dynamics 365 for Finance and Operations...

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Part 1: Three Compelling Reasons to Consider Microsoft Dynamics 365 Business Central
Part 1: Three Compelling Reasons to Consider Microsoft Dynamics 365 Business Central

- December 3, 2018

Are you looking for a new Enterprise Resource Planning (ERP) Software or have an older version of Microsoft Dynamics NAV?...

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Personalizing your Dashboard Tiles in Microsoft Dynamics 365
Personalizing your Dashboard Tiles in Microsoft Dynamics 365

- November 19, 2018

Overview: Out of the box, Microsoft Dynamics 365 provides a comprehensive visual arrangement to help you navigate and find data...

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Configuring User Options in Dynamics 365 for Finance and Operations
Configuring User Options in Dynamics 365 for Finance and Operations

- November 19, 2018

Overview: Out of the box, Microsoft Dynamics 365 for Finance and Operations has a number of personal option features that...

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It’s All About You: Audience Considerations for eLearning
It’s All About You: Audience Considerations for eLearning

- November 1, 2018

Creating a great self-paced training experience depends significantly on identifying and understanding the audience that you are expecting to take...

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How Multilingual Training Can Influence a Culturally Diverse Audience
How Multilingual Training Can Influence a Culturally Diverse Audience

- October 31, 2018

Although challenging to provide training to a multilingual audience, it is vital to do so in an increasingly global community....

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Route Scrap for Manufacturing in Microsoft Dynamics 365 for Finance and Operations
Route Scrap for Manufacturing in Microsoft Dynamics 365 for Finance and Operations

- October 31, 2018

One of the more complex screens in the Production Control module in Microsoft Dynamics 365 for Finance and Operations is...

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Creating a work order from an opportunity in Dynamics 365 for Customer Engagement (yes, with opportunity products!!!!)
Creating a work order from an opportunity in Dynamics 365 for Customer Engagement (yes, with opportunity products!!!!)

- October 31, 2018

Users were always able to convert an opportunity to one or multiple work orders, but if the opportunity had opportunity...

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Exposing data entities in Dynamics 365
Exposing data entities in Dynamics 365

- October 26, 2018

This article will explore one method of exposing data entities (OData) to the public for communication with external software applications....

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What’s new for Dynamics 365 for Field Service – October ’18
What’s new for Dynamics 365 for Field Service – October ’18

- October 9, 2018

Microsoft’s release notes give a lot of information on the new features of the new Field Service release, but it...

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Views for Quick SSRS Report Development
Views for Quick SSRS Report Development

- September 25, 2018

Microsoft Dynamics 365 for Finance and Operations, as well as the two former Dynamics AX products (AX 2012 and AX...

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Publishing SmartList Reports to Excel in Dynamics GP
Publishing SmartList Reports to Excel in Dynamics GP

- September 24, 2018

Did you know that you have the ability to publish reports to Excel? SmartList reporting has been around since the...

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Hands-on Learning: Practicing Software Skills During Training
Hands-on Learning: Practicing Software Skills During Training

- September 21, 2018

Over the past two years, I have worked to design and develop training courses for Microsoft Dynamics 365 for Finance...

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The Production Cycle in Microsoft Dynamics 365 for Finance and Operations
The Production Cycle in Microsoft Dynamics 365 for Finance and Operations

- September 19, 2018

In this article, we are going to look at the Production cycle in Microsoft Dynamics 365 for Finance and Operations....

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Upgrading Your Development Skills for Dynamics 365
Upgrading Your Development Skills for Dynamics 365

- September 19, 2018

Microsoft Dynamics 365 for Finance and Operations development is very different from what developers are using for Microsoft Dynamics AX...

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Migrating Dynamics 365 Portal Records
Migrating Dynamics 365 Portal Records

- September 7, 2018

Configuring a Dynamics 365 portal can be a challenging task and due to this complexity, you generally would not want...

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eLearning versus Face-to-Face Learning: Advantages
eLearning versus Face-to-Face Learning: Advantages

- September 6, 2018

eLearning is increasingly becoming a staple in training employees. As a result, where does the tried-and-true method of face-to-face learning...

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Keeping in Touch: Contacting Coworkers Using the Dynamics 365 Unified Operations Mobile App Workspaces
Keeping in Touch: Contacting Coworkers Using the Dynamics 365 Unified Operations Mobile App Workspaces

- September 5, 2018

In a business world where travel is often the expectation or the norm, it is important for employees to understand...

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Known Issue with Collections Management and Customer Combiner
Known Issue with Collections Management and Customer Combiner

- August 21, 2018

Have you had trouble using the Customer Combiner in the Professions Service Tools (PSTL) after implementing Collections Management? You may...

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Get Patching! CVE-2018-0886 CredSSP Flaw in RDP Affects All Versions of Windows
Get Patching! CVE-2018-0886 CredSSP Flaw in RDP Affects All Versions of Windows

- August 3, 2018

Microsoft released an update in March which may or may not impact your ability to use Remote Desktop Protocol (RDP)...

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Which reporting tool do I use in Microsoft Dynamics GP?
Which reporting tool do I use in Microsoft Dynamics GP?

- July 12, 2018

Have you ever needed to print a report or extract data out of Dynamics GP and wondered which reporting tool...

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Do You Know the Differences Between M and DAX in Power BI?
Do You Know the Differences Between M and DAX in Power BI?

- June 25, 2018

Both M and DAX are expression languages for Power BI. Both have more similarity to Microsoft Excel expressions than similarity...

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Visual Studio Tips for Developing for Dynamics 365 for Finance and Operations
Visual Studio Tips for Developing for Dynamics 365 for Finance and Operations

- June 25, 2018

The IDE environment has completely changed for AX 2009 and 2012 environments. MorphX is no longer what you will use...

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Top Three Reasons to Use Microsoft Azure Environments
Top Three Reasons to Use Microsoft Azure Environments

- June 25, 2018

Setting up virtual training environments is an important aspect of any functional or technical training class for Dynamics 365 for...

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Intern Observations: Dynamics 365 for Finance and Operations
Intern Observations: Dynamics 365 for Finance and Operations

- June 25, 2018

A major benefit of an internship at RSM is the opportunity to learn Dynamics 365 for Finance and Operations from...

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Using Transaction Descriptions in Microsoft Dynamics GP: Reconcile Payables to GL
Using Transaction Descriptions in Microsoft Dynamics GP: Reconcile Payables to GL

- May 30, 2018

There are a few key concepts to understand how Transaction Descriptions and Reference fields work in Dynamics GP to make...

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Transitioning from Java to X++ – Part Two
Transitioning from Java to X++ – Part Two

- May 29, 2018

In the first article of this series, I covered the differences in operators between Java and X++. As a Java...

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Seeking Side-by-Side Drag and Drop for Dynamics Development in Visual Studio
Seeking Side-by-Side Drag and Drop for Dynamics Development in Visual Studio

- May 29, 2018

In Microsoft Dynamics AX 2012, developers were able to open a second copy of the Application Object Tree (AOT), or...

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“Unhandled script exception” Error  When Running the Historical Stock Status Report
“Unhandled script exception” Error When Running the Historical Stock Status Report

- May 29, 2018

We have gotten reports of GP users receiving the error shown in the screenshot below when generating the Inventory’s Historical...

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Warehouse Management – What you Need to Consider and Know Before Implementing
Warehouse Management – What you Need to Consider and Know Before Implementing

- May 29, 2018

As more and more companies beginning to upgrade to Microsoft Dynamics 365 for Finance and Operations, a rather sizable decision...

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Retail Price Simulator for Dynamics 365
Retail Price Simulator for Dynamics 365

- May 29, 2018

The Retail Price Simulator in Dynamics 365 offers users the ability to test out pricing on items that may have...

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Screen Time vs Face Time: Selecting the Right Training Delivery Type
Screen Time vs Face Time: Selecting the Right Training Delivery Type

- May 29, 2018

Training is an important element of professional career growth, and the successful delivery of training relies on careful consideration. Several...

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Juggling multiple programs in one Dynamics 365 environment
Juggling multiple programs in one Dynamics 365 environment

- May 23, 2018

As IT professionals, we love to solve complex problems with the tools that we have been given. You might have...

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Boosting User Adoption with Learning Paths
Boosting User Adoption with Learning Paths

- May 3, 2018

You have recently helped to implement a new Dynamics 365 environment for an organization. Your team is looking for ways...

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Assigning SSRS Reports to GP Windows for Self Service Users
Assigning SSRS Reports to GP Windows for Self Service Users

- May 2, 2018

I recently worked with a client that is using Requisition Management in GP2016. They wanted their requestors to be able...

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GP Web Services and TLS 1.0
GP Web Services and TLS 1.0

- May 2, 2018

Recently, we’ve noticed that some users have encountered a few issues after they ran Windows Updates on their GP/SQL Server,...

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How to Setup Microsoft Dynamics 365 App for Microsoft Outlook
How to Setup Microsoft Dynamics 365 App for Microsoft Outlook

- May 2, 2018

Do you or your employees want to be able to track your CRM contacts in Outlook? How about having your...

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How to leverage Organization Insights for your system
How to leverage Organization Insights for your system

- May 1, 2018

Have you ever wanted to track user adoption or system performance in a more streamlined way? The answer is Organization...

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Fixing stuck batches in Dynamics GP
Fixing stuck batches in Dynamics GP

- May 1, 2018

Locked records and stuck batches in Dynamics GP can happen for a variety of reasons including temporary loss of network...

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Tips & Tricks for executing the best training videos
Tips & Tricks for executing the best training videos

- April 30, 2018

Here are some of the best practices we’ve found for recording training videos: Keep the videos short in length. No one...

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Dynamics GP Project Accounting error: The Employee ID cannot be assigned as a Project Manager
Dynamics GP Project Accounting error: The Employee ID cannot be assigned as a Project Manager

- April 30, 2018

You have an existing Project and would like to change the Project Manager. In the Project Maintenance window, you attempt...

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Add more detail to your schedule board within Dynamics 365 for Field Service
Add more detail to your schedule board within Dynamics 365 for Field Service

- April 27, 2018

Many dispatchers at organizations we have implemented Field Service or have asked this same question: “Can you add more information...

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How to Update Work Flow Status in Dynamics GP
How to Update Work Flow Status in Dynamics GP

- April 27, 2018

Have you ever accidentally submitted a GL Batch for approval while setting up WorkFlow?  To correct the issue, you’ll need...

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Dynamics 365: Create an App in 5 simple steps!
Dynamics 365: Create an App in 5 simple steps!

- April 26, 2018

Dynamics 365 has an awesome tool called “Apps”, which is a great way to simplify the user experience based on...

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How to Handle State by State Tax Treatment Differentials When Setting Up Payroll Codes in Dynamics GP
How to Handle State by State Tax Treatment Differentials When Setting Up Payroll Codes in Dynamics GP

- April 26, 2018

In an earlier post, we were warned of the dangers of having payroll codes with tax treatments that do not...

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Retail Coupon Management in Dynamics 365
Retail Coupon Management in Dynamics 365

- April 25, 2018

Dynamics 365 for Retail (and Finance and Operations) recently came out with the new coupon functionality that retailers have been...

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Transitioning from Java to X++ – Part 1
Transitioning from Java to X++ – Part 1

- April 25, 2018

A programmer coming from Java background into X++ programming owned by Microsoft will see a lot of similarities in terms...

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Dynamics 365 Cycle counting plans and the mobile device – setup options
Dynamics 365 Cycle counting plans and the mobile device – setup options

- April 25, 2018

In Dynamics 365 for Finance and Operations, there are additional options for you to automatically create a Cycle counting plan...

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Using User-Defined fields in Purchase Requisition Approval Workflow
Using User-Defined fields in Purchase Requisition Approval Workflow

- April 20, 2018

When implementing requisition approval workflow, you can make several adjustments beyond the standard entry fields. Now, you can set your...

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SQL View – Inventory Transactions with Lots and Reason Codes
SQL View – Inventory Transactions with Lots and Reason Codes

- April 18, 2018

Standard Dynamics GP Inventory Transaction reports and SmartLists do not include Lots or Reason Codes, but there are times that...

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Master planning for retail mass merchandisers – Part 2
Master planning for retail mass merchandisers – Part 2

- April 18, 2018

In part 1 of this article, we discussed configuration, setup and some basic performance considerations. In this portion, we will...

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Printing Miscellaneous Checks using Mekorma
Printing Miscellaneous Checks using Mekorma

- April 17, 2018

Printing Miscellaneous Checks with Mekorma MICR needs to be done correctly in order for the transaction to be be completed...

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Master planning for retail mass merchandisers – Part 1
Master planning for retail mass merchandisers – Part 1

- April 17, 2018

Retail mass merchandisers typically have very large item catalogs (100,000+ items) and most items are replenished automatically via master planning....

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When Should GP Users Consider Advanced Bank Reconciliation?
When Should GP Users Consider Advanced Bank Reconciliation?

- April 16, 2018

While GP’s Bank Reconciliation tool works fine for many situations, once banking gets a little more complicated, it may be...

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Dynamics 365 editable grids functionality limitations
Dynamics 365 editable grids functionality limitations

- April 12, 2018

Editable grids is an out of box functionality introduced last year for Dynamics 365 CRM. This functionality has been discussed...

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Multicurrency Tips and Tricks: Rolling Retained Earnings in Management Reporter
Multicurrency Tips and Tricks: Rolling Retained Earnings in Management Reporter

- April 12, 2018

Rolling retained earnings in management reports is one of the more problematic areas in multicurrency.  In order for retained earnings...

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SmartList Tip: Unable to change display name field created from SmartList Designer
SmartList Tip: Unable to change display name field created from SmartList Designer

- April 11, 2018

If you are struggling to change a display name field created from SmartList Designer, there are a few steps you...

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Microsoft Dynamics CRM Online/Dynamics 365 Customer Engagement Online FetchXML Filter “In” Parameter
Microsoft Dynamics CRM Online/Dynamics 365 Customer Engagement Online FetchXML Filter “In” Parameter

- April 10, 2018

Issue Explanation When writing FetchXML to use as a data source for a custom report, a nice place to get...

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Utilizing User Classes to Organize SmartList Favorites
Utilizing User Classes to Organize SmartList Favorites

- April 10, 2018

Are you an organization with lots of companies/databases and an endless list of SmartList favorites? Would you like to group...

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Dynamics GP – Payroll deductions missing for employee that is NOT subject to FICA
Dynamics GP – Payroll deductions missing for employee that is NOT subject to FICA

- April 10, 2018

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...

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Microsoft Flow Functionality and Use Cases
Microsoft Flow Functionality and Use Cases

- April 9, 2018

Microsoft Flow is a new workflow engine that was released in 2017. Flow has many connectors to many different applications...

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Upgrade to V9.0 (Fall 2017 Release) today!
Upgrade to V9.0 (Fall 2017 Release) today!

- April 9, 2018

The Dynamics 365 V9.0 (Fall 2017 Release) is finally here for existing customers! It seems Microsoft is following in the...

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SQL Updates Made Easy Using Excel
SQL Updates Made Easy Using Excel

- April 9, 2018

Have you ever setup several inventory items in Dynamics GP and realized after the fact that you have assigned the...

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Troubleshooting for multicurrency intercompany balancing
Troubleshooting for multicurrency intercompany balancing

- April 6, 2018

A common complaint at month end is the process of reconciling intercompany accounts.  We hear that it’s painful, particularly when...

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Reconciling the General Ledger with the Payables Subledger Using SmartList Builder
Reconciling the General Ledger with the Payables Subledger Using SmartList Builder

- March 30, 2018

For those of you who have clients that use SmartList Builder, you can create a SmartList that will help those...

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On-Hand Inquiry Transactional Review in Microsoft Dynamics AX (365)
On-Hand Inquiry Transactional Review in Microsoft Dynamics AX (365)

- March 27, 2018

During each project, it is inevitable you eventually find yourself looking at the on-hand inquiry form within the inventory management...

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How to Change a Vendor Type in Microsoft Dynamics AX (365)
How to Change a Vendor Type in Microsoft Dynamics AX (365)

- March 27, 2018

During a go live it is possible when migrating vendor master data from a legacy system to Dynamics 365 that...

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Outlook App brings Microsoft Dynamics 365 functionality into your most-used email applications
Outlook App brings Microsoft Dynamics 365 functionality into your most-used email applications

- March 26, 2018

Whether you’re a seasoned Microsoft Dynamics user or new to Microsoft Dynamics 365 for Customer Engagement (formerly known as Dynamics...

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Dynamics 365 Relevance Search
Dynamics 365 Relevance Search

- March 26, 2018

Enabling users to find the information they need has been streamed with Dynamics 365 Relevance Search. While leveraging Azure to...

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PM_Key_MSTR error when Posting a Payables Batch
PM_Key_MSTR error when Posting a Payables Batch

- March 26, 2018

Welcome, I hope everyone is having a great day, but if you’ve found this blog chances are you have a...

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GDPR –  What is it? Why should you care? Who does is apply to? When does this go into effect? Where do these rules apply?
GDPR – What is it? Why should you care? Who does is apply to? When does this go into effect? Where do these rules apply?

- March 22, 2018

The General Data Protection Recovery Act, or GDPR, is a new regulation that goes into effect on May 25, 2018....

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Creating an aggregate data entity
Creating an aggregate data entity

- March 22, 2018

In this article we will explore the aggregate data entity creation in Dynamics 365 for Finance and Operations, Enterprise Edition...

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General Ledger Data Extract Too Large for SmartList
General Ledger Data Extract Too Large for SmartList

- March 16, 2018

The typical scenario goes something like this: The auditors have requested that you give them an excel file that contains...

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Dexterity: Setting a Range on a Composite Field in Dynamics GP
Dexterity: Setting a Range on a Composite Field in Dynamics GP

- March 15, 2018

This week, I faced a Dexterity customization for Dynamics GP in which I needed to set a range on the...

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Microsoft Dynamics GP – Fixed Asset screen freezing
Microsoft Dynamics GP – Fixed Asset screen freezing

- March 5, 2018

Occasionally, RSM receives reports from clients that their Microsoft Dynamics GP fixed asset screen is experiencing stalling, or freezing altogether....

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Form Controls in Microsoft Dynamics 365
Form Controls in Microsoft Dynamics 365

- February 23, 2018

Form controls for text fields Microsoft is placing a greater emphasis on enhancing user experience while saving time, energy, and...

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Dynamics GP OData Security
Dynamics GP OData Security

- February 22, 2018

OData is a great new feature in GP 2016 which allows you to expose your GP data to any OData...

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How to configure OData in Microsoft Dynamics GP 2016
How to configure OData in Microsoft Dynamics GP 2016

- February 22, 2018

One of the best new features in the release of Dynamics GP 2016 is the new OData service. If you...

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So your Dynamics GP Web Client certificate expired?
So your Dynamics GP Web Client certificate expired?

- February 22, 2018

Given that the Dynamics GP web client came out in 2013, we’re seeing that some of the certificates used on...

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How to Update Existing Word Templates in Dynamics 365 CRM
How to Update Existing Word Templates in Dynamics 365 CRM

- February 2, 2018

With the introduction of word templates in Microsoft Dynamics CRM 2016, it allowed for easier reporting and the ability to...

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Data entry errors exist – Dynamics GP
Data entry errors exist – Dynamics GP

- February 1, 2018

I have received several calls about a Payables Check Batch that was interrupted and sent to Batch Recovery.  In Batch...

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How to add Calendar Control in Microsoft Dynamics 365
How to add Calendar Control in Microsoft Dynamics 365

- January 17, 2018

With usage of mobile phones and tablets increasing in popularity for businesses across the world, there is higher demand for...

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How Does Microsoft Dynamics 365 CRM Fit into ERP?
How Does Microsoft Dynamics 365 CRM Fit into ERP?

- January 16, 2018

Microsoft Dynamics 365 as a suite of applications has shifted dramatically and rapidly in the last few years.  With so...

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Dynamics GP Payroll: “There are no Checks in this range to void”
Dynamics GP Payroll: “There are no Checks in this range to void”

- January 16, 2018

Recently, I ran into an unusual problem where a client entered a manual check to adjust an employee’s pay record,...

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Digital transformation enables customer engagement
Digital transformation enables customer engagement

- January 6, 2018

Customer engagement is evolving. Everyone is mobile, everyone is social, people trust opinions from their friends and peers more than...

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Digital Transformation Brings Modern, Next-Generation, Enterprise-Ready Intelligence
Digital Transformation Brings Modern, Next-Generation, Enterprise-Ready Intelligence

- January 6, 2018

The concept of digital transformation is changing businesses across the country. Technology is transforming our personal lives with apps and...

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Leveraging Microsoft Dynamics 365 Field Services for Patient and Health Provider Services
Leveraging Microsoft Dynamics 365 Field Services for Patient and Health Provider Services

- January 4, 2018

Microsoft Dynamics 365 Field Services (Field Services) is a magnificent Dynamics CRM capability that enables organizations to optimize their field...

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Microsoft Dynamics GP Refunds Made Easy
Microsoft Dynamics GP Refunds Made Easy

- December 20, 2017

There’s no need to struggle with processing customer refunds anymore.  Microsoft Dynamics GP includes a module called Refunds that is...

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In-Transit Inventory Transfers Locked
In-Transit Inventory Transfers Locked

- December 19, 2017

Have you ever had to modify or delete an In-Transit Inventory record that was locked in the editing status or...

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Audit Tracking in Microsoft Dynamics GP
Audit Tracking in Microsoft Dynamics GP

- December 5, 2017

Have your auditors ever asked to see a report that shows changes made to your setup windows or any changes...

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Revenue recognition for projects
Revenue recognition for projects

- December 4, 2017

A common scenario for users of the Projects module in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition is...

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Building the Foundation for Dynamics GP Manufacturing: Things to Consider Before You Begin
Building the Foundation for Dynamics GP Manufacturing: Things to Consider Before You Begin

- December 4, 2017

Welcome to the wonderful world of manufacturing in Dynamics GP!  This series is designed to help you build the foundation...

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Power Pivot Data Exploration in Excel for Microsoft Dynamics for Finance and Operations, Enterprise edition
Power Pivot Data Exploration in Excel for Microsoft Dynamics for Finance and Operations, Enterprise edition

- October 24, 2017

One of the continuing ways to extract data from Microsoft Dynamics 365 for Finance and Operation, Enterprise edition is to...

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Power Query in Excel for Microsoft Dynamics AX 2012
Power Query in Excel for Microsoft Dynamics AX 2012

- October 24, 2017

One of the key legacy support items is extracting data from Microsoft Dynamics AX 2012. For our purposes, we will...

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Power Query in Excel for Microsoft Dynamics for Finance and Operations, Enterprise edition
Power Query in Excel for Microsoft Dynamics for Finance and Operations, Enterprise edition

- October 24, 2017

One of the continuing ways to extract data from Microsoft Dynamics 365 for Finance and Operation, Enterprise edition is to...

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Power Pivot Data Exploration in Excel for Microsoft Dynamics AX 2012
Power Pivot Data Exploration in Excel for Microsoft Dynamics AX 2012

- October 23, 2017

One of the key legacy support items is extracting data from Microsoft Dynamics AX 2012. For our purposes, we will...

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Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part II
Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part II

- October 6, 2017

It’s not enough to get your support team to shift from a mindset of Customer Representative to Customer Advocate/Advisor; you...

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Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part I
Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part I

- October 5, 2017

Those of us who are Microsoft Dynamics GP support professionals know all too well the pressure to take as many...

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10 Things Microsoft Dynamics GP Users Should Know About SmartLists
10 Things Microsoft Dynamics GP Users Should Know About SmartLists

- September 21, 2017

Whether you’re new to Microsoft Dynamics GP or have been using the program for a while, you may have found...

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Digital Transformation – What Does This Do if You’re Using Dynamics 365 Enterprise?
Digital Transformation – What Does This Do if You’re Using Dynamics 365 Enterprise?

- September 18, 2017

Digital Transformation is the profound transformation of business and organizational activities, processes, competencies and models to fully leverage digital technologies. ...

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Microsoft Dynamics 365: Update Dangers Using X++ Code
Microsoft Dynamics 365: Update Dangers Using X++ Code

- August 29, 2017

The programming for update statements has quite a punch in X++ code for Microsoft Dynamics 365 for Finance and Operations...

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Microsoft Dynamics 365 for Finance and Operations: Data Entities
Microsoft Dynamics 365 for Finance and Operations: Data Entities

- August 24, 2017

Data entities are a new concept in Microsoft Dynamics 365 for Finance and Operations. They replace previous concepts in Microsoft...

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Microsoft Dynamics Lifecycle Services Demo Cloud Environments
Microsoft Dynamics Lifecycle Services Demo Cloud Environments

- August 24, 2017

Oh no! You’ve been asked to perform a demonstration on Microsoft Dynamics 365 for Finance and Operations, Enterprise edition tomorrow...

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Microsoft Dynamics 365: Troubleshooting Workflow
Microsoft Dynamics 365: Troubleshooting Workflow

- July 20, 2017

The workflow process is vastly expanded in Microsoft Dynamics 365 for Finance and Operations (MsDyn365). The built-in capabilities of line...

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Dynamics 365 for Finance and Operations: Using the Excel Data Connector
Dynamics 365 for Finance and Operations: Using the Excel Data Connector

- July 20, 2017

The new Microsoft Dynamics 365 for Operations and Finance includes several Microsoft integrations that make doing work easier. One of...

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Introducing Microsoft Dynamics 365 for Talent: Leave and Absence Management
Introducing Microsoft Dynamics 365 for Talent: Leave and Absence Management

- July 20, 2017

Microsoft recently introduced the Microsoft Dynamics 365 for Talent technical preview. As you can imagine, there are so many new...

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SSRS – MEM Trial Balance Reports
SSRS – MEM Trial Balance Reports

- July 17, 2017

Several of our Dynamics GP customers who have deployed the Binary Stream Multi-Entity module have experienced a random sort order...

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Dynamics GP: Where is my 3rd Party Table?
Dynamics GP: Where is my 3rd Party Table?

- July 16, 2017

I encountered a “cannot find table” error on a custom table and I was especially confused because I had just...

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What’s New with Fixed Assets in GP 2016 R2?
What’s New with Fixed Assets in GP 2016 R2?

- July 15, 2017

One of the coolest new features in GP 2016 R2 is the POP to Fixed Assets link which now includes...

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Microsoft Dynamics 365 for Sales : Error When Adding a New User
Microsoft Dynamics 365 for Sales : Error When Adding a New User

- June 19, 2017

This error message occurred when I was in the Office 365 Admin Portal adding licenses to several users for our...

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Troubleshoot Master Planning in Microsoft Dynamics 365
Troubleshoot Master Planning in Microsoft Dynamics 365

- June 19, 2017

It happened to me and it could happen to you. Starting a new Microsoft Dynamics 365 (formerly Dynamics AX) implementation...

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Wells Fargo Payment Manager
Wells Fargo Payment Manager

- June 16, 2017

We have had several requests to assist clients with generating an ACH file out of Dynamics GP in the Wells...

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Setup and Enable in Dynamics 365 for Operations
Setup and Enable in Dynamics 365 for Operations

- June 16, 2017

A behind the scenes feature in Microsoft Dynamics 365 for Operations (MsDyn365) is the setup and enabling for existing and...

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Management Reporter Login Issues after Dynamics GP Password Change
Management Reporter Login Issues after Dynamics GP Password Change

- June 16, 2017

When using the Dynamics GP Legacy integration in Management Reporter, the user is asked to enter their GP UserID and...

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Microsoft Dynamics 365 for Operations: Service Orders
Microsoft Dynamics 365 for Operations: Service Orders

- May 20, 2017

The Service management module of Microsoft Dynamics 365 for Operations is a solution for any company that provides service after...

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A Basic Primer for Setting up Intercompany Transactions
A Basic Primer for Setting up Intercompany Transactions

- May 18, 2017

We all have an idea what intercompany transactions are. You have a large parent company and a corporate office. The...

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Security in Microsoft Dynamics 365 for Operations
Security in Microsoft Dynamics 365 for Operations

- May 18, 2017

Introduction Security in Microsoft Dynamics365 for Operations is essential now.  Securing the objects that you have created is a requirement...

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Allocations across a Main Account
Allocations across a Main Account

- May 18, 2017

  In accounting, there are main accounts that are utilized across multiple areas of the company.  The accounts may be...

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Recording Credit Card Transactions
Recording Credit Card Transactions

- May 18, 2017

Importing those voluminous monthly credit card transactions Are you like many customers dreading the recording of the American Express or...

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Top 5 List of Commonly Used SQL Scripts in Microsoft Dynamics GP
Top 5 List of Commonly Used SQL Scripts in Microsoft Dynamics GP

- April 28, 2017

Favorite SQL Scripts These are my most commonly used SQL scripts on every Microsoft Dynamics GP implementation that I perform,...

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Inventory Lots and IV Reconcile in Dynamics GP
Inventory Lots and IV Reconcile in Dynamics GP

- April 27, 2017

What do you do if you haven’t run IV Reconcile after checking “Enable multiple bins” in Inventory Control Setup and...

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Some SmartConnect Errors and How to Fix Them
Some SmartConnect Errors and How to Fix Them

- April 27, 2017

Here are a few errors that may be encountered when using SmartConnect and some simple steps to try and fix...

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SQL 2016 with Microsoft Dynamics GP (CAUTION!!)
SQL 2016 with Microsoft Dynamics GP (CAUTION!!)

- April 26, 2017

Don’t let the caution headline lead you to believe SQL Server 2016 and Microsoft Dynamics GP 2016 are not compatible;...

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Ensure Employees’ Payroll Tax Codes Match the Tax Treatment Record
Ensure Employees’ Payroll Tax Codes Match the Tax Treatment Record

- April 22, 2017

I’ve come across several instances when a client calls and says that they have not withheld the proper amount of...

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Microsoft Dynamics ERP Implementation Tips
Microsoft Dynamics ERP Implementation Tips

- April 15, 2017

The decision to do an ERP Implementation is daunting for many Clients and once the decision is made to proceed,...

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Microsoft Dynamics CRM 2015, 2016 and 365 Legacy Form Rendering
Microsoft Dynamics CRM 2015, 2016 and 365 Legacy Form Rendering

- April 13, 2017

As costs have come down to much more reasonable prices for cloud hosted business applications, more and more organizations are...

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Dynamics AX: Sending XML Files to a Microsoft Message Queue
Dynamics AX: Sending XML Files to a Microsoft Message Queue

- April 10, 2017

  I’ve been working with Scribe Insight to integrate Microsoft Dynamics AX 2012 with Microsoft Dynamics CRM 2016.  I’m using...

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Microsoft Dynamics GP 2013: Fixed Asset Depreciation Reports
Microsoft Dynamics GP 2013: Fixed Asset Depreciation Reports

- April 3, 2017

With the release of Microsoft Dynamics GP 2013, Microsoft introduced many new enhancements to the Fixed Asset module.  One of...

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Microsoft Dynamics CRM and Resco Mobile CRM: Using Dynamic Map Pins
Microsoft Dynamics CRM and Resco Mobile CRM: Using Dynamic Map Pins

- March 31, 2017

Recently, I worked on a new Resco implementation for one of our clients. During UAT, their end users saw a...

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Microsoft Dynamics CRM/Dynamics 365: Advanced Find or Workflow
Microsoft Dynamics CRM/Dynamics 365: Advanced Find or Workflow

- March 31, 2017

If you have ever built a large advanced find in Dynamics CRM, you know how time consuming it can be....

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Getting Started with Microsoft Flow
Getting Started with Microsoft Flow

- March 24, 2017

Last month I used Microsoft Flow for the first time, and all I can say is, “Where have you been...

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Microsoft Dynamics 365: Utilizing Workflow Templates for Cases
Microsoft Dynamics 365: Utilizing Workflow Templates for Cases

- March 23, 2017

When it comes to case management in Microsoft Dynamics 365, Dynamics CRM 2016, 2015, and/or 2013, workflows can be greatly...

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Microsoft Dynamics CRM And Resco Mobile CRM: Using Global Maps and Location Services
Microsoft Dynamics CRM And Resco Mobile CRM: Using Global Maps and Location Services

- March 20, 2017

Resco Mobile CRM (Resco) has a Global Maps area that can be added to the home screen. When adding the...

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Dynamics CRM Security Roles and Removing Quote Products
Dynamics CRM Security Roles and Removing Quote Products

- March 17, 2017

If you have ever wanted to restrict a user’s ability to remove a quote product from a quote you may...

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Dynamics 365 for Operations: Using the Investment Project
Dynamics 365 for Operations: Using the Investment Project

- March 16, 2017

The Project Module and accounting in Microsoft Dynamics 365 for Operations can be very valuable for any kind of business,...

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Microsoft Dynamics CRM FetchXML Link Entities
Microsoft Dynamics CRM FetchXML Link Entities

- March 15, 2017

Anyone who develops reports in Microsoft Dynamics CRM Online knows that the data sets have to be written in FetchXML;...

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User Interface Design For Microsoft Dynamics 365 for Operations
User Interface Design For Microsoft Dynamics 365 for Operations

- March 14, 2017

Introduction to User Interface Design Programming the user interface is a requirement of new development within Microsoft Dynamics 365 for...

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Microsoft Dynamics 365 for Operations: Financial Reports (formerly Management Reporter)
Microsoft Dynamics 365 for Operations: Financial Reports (formerly Management Reporter)

- March 14, 2017

First thing is to get used to the new name: Financial Reports. Management Reporter was renamed Financial Reports in Microsoft...

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X++ Control Statements For Microsoft Dynamics 365 for Operations
X++ Control Statements For Microsoft Dynamics 365 for Operations

- March 14, 2017

Introduction to X++ Control Statements Programming control statements are the source of many operations within Microsoft Dynamics 365 for Operations...

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Activating a Hardware Station in Dynamics 365 for Operations – Part Two
Activating a Hardware Station in Dynamics 365 for Operations – Part Two

- March 14, 2017

Hardware Station in Dynamics 365 Part one covered activating and installing the Modern POS in Microsoft Dynamics 365 for Operations....

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Case Management In Microsoft Dynamics 365 For Customer Service
Case Management In Microsoft Dynamics 365 For Customer Service

- March 13, 2017

In an effort to increase the efficiency of Customer Service operations in Microsoft Dynamics 365, Microsoft offers an extensive set...

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Editable Subgrids: Out-of-Box vs Third Party Solutions
Editable Subgrids: Out-of-Box vs Third Party Solutions

- March 10, 2017

The Dynamics 365 debate of the year: Should I go out-of-box for editable subgrids or use a third party solution? Which...

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Scan-Back and Vendor-Funded Coupon in Microsoft Dynamics AX
Scan-Back and Vendor-Funded Coupon in Microsoft Dynamics AX

- March 10, 2017

Dynamics AX accelerator for retailers. In a retail environment, manufacturers and/or vendors will often provide funding for the retailer to...

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Free Text Invoicing in Microsoft Dynamics 365 for Operations
Free Text Invoicing in Microsoft Dynamics 365 for Operations

- March 1, 2017

A free text invoice is an invoice that is not attached to a sales order and does not require a...

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Creating Mobile Device Menu Items in Dynamics 365 for Operations
Creating Mobile Device Menu Items in Dynamics 365 for Operations

- March 1, 2017

If you’ve taken a look at the Warehouse management module in Dynamics 365 for Operations and the screen to create...

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Visual Studio Development Environment in Dynamics 365 for Operations
Visual Studio Development Environment in Dynamics 365 for Operations

- February 26, 2017

Microsoft Dynamics 365 for Operations is the new version of Microsoft Dynamics AX. It is a cloud-based enterprise solution. This...

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Tips to Ensure User Adoption of Microsoft Dynamics 365
Tips to Ensure User Adoption of Microsoft Dynamics 365

- February 26, 2017

The key to any successful business application implementation, Microsoft Dynamics 365 included,  is user adoption. I have found that user...

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Activating a Hardware Station in Dynamics 365 for Operations
Activating a Hardware Station in Dynamics 365 for Operations

- February 25, 2017

Last week, I was tasked with activating a hardware station in Dynamics 365 for Operations. Easy, right? Dynamics 365 for...

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Managing Restricted Funds in Microsoft Dynamics GP
Managing Restricted Funds in Microsoft Dynamics GP

- February 22, 2017

Reporting tools available in Microsoft Dynamics GP can assist nonprofits in overcoming the challenge of managing restricted funds and maintaining...

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Dynamics 365 Business Rules
Dynamics 365 Business Rules

- February 20, 2017

Introduction of Business Rules in Dynamics CRM was a game changer in Dynamics CRM 2013. Business Rules have really made...

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Database Manipulation in Microsoft Dynamics 365 for Operations
Database Manipulation in Microsoft Dynamics 365 for Operations

- February 20, 2017

Data manipulation in Microsoft Dynamics 365 for Operations (MsDyn365) empowers developers with the tools to insert, update, and delete data...

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What’s Next for Microsoft Dynamics 365 for Sales?
What’s Next for Microsoft Dynamics 365 for Sales?

- February 10, 2017

Microsoft recently introduced the Dynamics 365 Roadmap. The roadmap gives you a glimpse of features that have already been released...

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Dynamics GP: Adding EFT Data to the Vendor Master Trigger
Dynamics GP: Adding EFT Data to the Vendor Master Trigger

- February 1, 2017

Beginning with Microsoft Dynamics GP 2010, Microsoft began offering the Professional Services Tools Library (PSTL) for free. The PSTL includes...

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Microsoft Dynamics 365 for Operations: Using Task Recorder
Microsoft Dynamics 365 for Operations: Using Task Recorder

- February 1, 2017

The concept of the task recorder is not new, however, with the release of Microsoft Dynamics 365 for Operations, the...

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Dynamics AX: Configuring Product Search in Enterprise Portal
Dynamics AX: Configuring Product Search in Enterprise Portal

- February 1, 2017

Since being introduced in October of 2002, Enterprise Portal (“EP”) has enabled employees, customers, and vendors to interact directly with...

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Microsoft Dynamics AX: Item Data Management in a Franchise Environment
Microsoft Dynamics AX: Item Data Management in a Franchise Environment

- February 1, 2017

Microsoft Dynamics AX uses many tables and fields to house item data and perform Dynamics AX operations. This is useful...

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Microsoft Dynamics AX: Pricing Strategies for Franchises
Microsoft Dynamics AX: Pricing Strategies for Franchises

- February 1, 2017

When performing a Microsoft Dynamics AX implementation for a company with franchises, there can be some challenges for implementing and...

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Requirements Gathering in Project Planning – What’s a Soffit?
Requirements Gathering in Project Planning – What’s a Soffit?

- February 1, 2017

If your client does not know what a ‘soffit’ is, that’s your problem, not theirs. I arrived home the other...

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Microsoft Dynamics GP Fix for W-2 Form RS Numbers
Microsoft Dynamics GP Fix for W-2 Form RS Numbers

- February 1, 2017

I was recently approached by one of our Dynamics GP functionality consultants looking for a solution to convert the W2...

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Using Financial Dimensions in Financial Report Designer
Using Financial Dimensions in Financial Report Designer

- January 31, 2017

As we go into 2017, I’m sure everyone is still getting comfortable with the new name, Financial Report Designer. In...

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Microsoft Dynamics 365 On-Premises is Released
Microsoft Dynamics 365 On-Premises is Released

- January 19, 2017

Those eagerly waiting to try out Microsoft Dynamics 365 on-premises can now download the update from Microsoft and play with...

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Retail Scheduler Parameters in Microsoft Dynamics 365 for Operations
Retail Scheduler Parameters in Microsoft Dynamics 365 for Operations

- January 19, 2017

Setting up retail parameters in Microsoft Dynamics 365 for Operations is one of the first steps for setting up retail...

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Dynamics 365 For Operations Location Wizard Improves Warehouse Management
Dynamics 365 For Operations Location Wizard Improves Warehouse Management

- January 18, 2017

If you used the Location wizard as part of Dynamics AX 2012 R2, or afterwards for standard warehousing, I think...

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Microsoft Dynamics CRM — The Necessity for Software Training
Microsoft Dynamics CRM — The Necessity for Software Training

- January 15, 2017

All too many times, I have seen software implementation projects fail to gain User Adoption.  There can be many reasons...

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Microsoft Dynamics CRM — Why is Project Management Important?
Microsoft Dynamics CRM — Why is Project Management Important?

- January 15, 2017

Have you ever seen a Work Plan or SOW for a Microsoft Dynamics CRM implementation, and there were line items...

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Microsoft Dynamics CRM as XRM
Microsoft Dynamics CRM as XRM

- January 15, 2017

We have all come to know and love Microsoft Dynamics CRM as one of the leaders in the CRM Market. ...

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Data Management in Microsoft Dynamics 365 for Operations
Data Management in Microsoft Dynamics 365 for Operations

- January 12, 2017

This article is a continuation of the discussion about the new workspace called Data Management in Microsoft Dynamics 365 for...

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Save Time Importing Records with Mail Merge Macro
Save Time Importing Records with Mail Merge Macro

- January 11, 2017

Have you ever needed to import thousands of records that can’t be done using Integration Manager?  And have you thought...

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Health and Human Services Compliance Is A Critical Part Of Your Software
Health and Human Services Compliance Is A Critical Part Of Your Software

- January 6, 2017

According to an article on NJ.com, the U.S. Department of Health and Human Services examination of 100 claims submitted by...

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Mass Update GL Account Segments in Microsoft Dynamics GP
Mass Update GL Account Segments in Microsoft Dynamics GP

- January 6, 2017

Chances are when you began using Microsoft Dynamics GP and loaded the chart of accounts, you may not have thought...

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Microsoft Dynamics GP: Advanced Interfund Management
Microsoft Dynamics GP: Advanced Interfund Management

- January 6, 2017

Microsoft Dynamics GP’s Interfund Management module is often part of the equation for implementing Dynamics GP in not- for-profit entities...

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Financial Report Designer
Financial Report Designer

- December 16, 2016

In my last blog, I talked about the changes to Management Reporter 2012 for Dynamics AX and Dynamics 365 for...

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How to Customize EFT Files in Microsoft Dynamics GP
How to Customize EFT Files in Microsoft Dynamics GP

- December 16, 2016

Out of the box,  Dynamics GP supports several formats, which on most occasions will work, with some effort in setup....

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Microsoft Dynamics 365 for Operations Tips and Tricks – November 2016
Microsoft Dynamics 365 for Operations Tips and Tricks – November 2016

- December 5, 2016

As a trainer, I have noticed a common theme while training newer AX users, as well as long time AX...

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Microsoft Dynamics 365 for Operations: Data Management and Excel
Microsoft Dynamics 365 for Operations: Data Management and Excel

- December 5, 2016

This article is a continuation of the discussion about the new workspace called Data Management in Microsoft Dynamics 365 for...

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Field Service UI & Functionality Enhanced for Microsoft Dynamics 365
Field Service UI & Functionality Enhanced for Microsoft Dynamics 365

- November 28, 2016

Field Service for Microsoft Dynamics 365 is scheduled to be released on Tuesday, November 29, 2016. Below are the new...

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Microsoft Dynamics 365: The Next Generation of Cloud Based Business Apps
Microsoft Dynamics 365: The Next Generation of Cloud Based Business Apps

- November 17, 2016

Microsoft has officially released the Dynamics 365 Suite as of November 1, 2016 and it’s creating a significant amount of...

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Microsoft Dynamics 365: How to Keep your Data Clean
Microsoft Dynamics 365: How to Keep your Data Clean

- November 17, 2016

When working with applications like Microsoft Dynamics 365, one of the most common concerns we hear is, “how do we keep...

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What’s New in Microsoft Dynamics 365 CRM?
What’s New in Microsoft Dynamics 365 CRM?

- November 17, 2016

On November 1, 2016, Microsoft Dynamics CRM went through a re-branding to follow along with the Office 365 product offerings....

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Connecting to Dynamics CRM Online From Scribe Online CRM Adapter
Connecting to Dynamics CRM Online From Scribe Online CRM Adapter

- November 16, 2016

I had run into an issue that was new for me. I had been connected to a test Microsoft Dynamics...

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Dynamics GP — PM_Key_MSTR error when Posting a Payables Batch
Dynamics GP — PM_Key_MSTR error when Posting a Payables Batch

- November 15, 2016

Welcome, I hope everyone is having a great day, but if you’ve found this blog chances are you have a...

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Reflections on Microsoft Dynamics CRM and a Look at the Future
Reflections on Microsoft Dynamics CRM and a Look at the Future

- November 14, 2016

I was recently preparing for a demo to a prospective client.  During my personal introduction, I told the people I...

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Microsoft Dynamics 365 Improvements From  Microsoft Dynamics AX 2012
Microsoft Dynamics 365 Improvements From Microsoft Dynamics AX 2012

- November 10, 2016

Microsoft made some significant improvements to the new Dynamics 365 for Operations development environment, and I want to take this...

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Improvements to Management Reporter in Dynamics 365 for Operations
Improvements to Management Reporter in Dynamics 365 for Operations

- November 10, 2016

As a Management Reporter user, I was excited to see the changes to Management Reporter 2012 for Dynamics AX and...

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Work Templates and Location Directives in Dynamics 365 for Operations
Work Templates and Location Directives in Dynamics 365 for Operations

- November 10, 2016

When you use Warehouse Management in Dynamics 365 for Operations you are required to set up and use both Work...

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Microsoft Dynamics 365 Product Suite – 6 Amazing New Products
Microsoft Dynamics 365 Product Suite – 6 Amazing New Products

- November 10, 2016

You may be wondering what the difference is between Microsoft Dynamics 365 for Operations, Microsoft Dynamics 365 Enterprise Edition, and...

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Dynamics 365 Licensing Models
Dynamics 365 Licensing Models

- November 10, 2016

In a previous post, we reviewed each of the products that make up Dynamics 365; let’s discuss the two licensing...

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Exception Handling In X++ with Dynamics 365 for Operations
Exception Handling In X++ with Dynamics 365 for Operations

- November 10, 2016

Not everything goes as planned in life or in programming. Programmers begin writing code to perform some automated task and...

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Fully Utilizing the Business Process Flow in Microsoft Dynamics CRM
Fully Utilizing the Business Process Flow in Microsoft Dynamics CRM

- November 9, 2016

Business process flows (BPF) have been around since Microsoft Dynamics CRM 2013 and conditional branching was added to business process...

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Microsoft Dynamics CRM 2015: Case Timer Functionality
Microsoft Dynamics CRM 2015: Case Timer Functionality

- November 8, 2016

Recently during an online implementation of Microsoft Dynamics CRM 2015, we had a client who wanted a timer to make...

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Microsoft Dynamics CRM 2016 Online: Word Templates are Awesome!
Microsoft Dynamics CRM 2016 Online: Word Templates are Awesome!

- November 7, 2016

Word Templates are a new feature of Microsoft Dynamics CRM Online 2016. Microsoft has great documentation on how to create...

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Microsoft Dynamics CRM 2015: Using Branching Business Process Flows
Microsoft Dynamics CRM 2015: Using Branching Business Process Flows

- November 4, 2016

During a recent online implementation of Microsoft Dynamics CRM 2015 I had a client who needed to have a different...

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Microsoft Dynamics 365 Online: The New Hub for ERP and CRM
Microsoft Dynamics 365 Online: The New Hub for ERP and CRM

- November 4, 2016

Microsoft Dynamics 365 Online was released Tuesday, Nov 1, 2016, and is packed with plenty of new features, functionalities and...

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Microsoft Dynamics CRM Lead Capture Using ClickDimensions Web Forms
Microsoft Dynamics CRM Lead Capture Using ClickDimensions Web Forms

- November 2, 2016

ClickDimensions is consistently the top-rated Microsoft-certified marketing automation application for Microsoft Dynamics CRM, and for good reason. As an embedded...

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Troubleshooting Data Sync Issues Management Reporter and Dynamics GP
Troubleshooting Data Sync Issues Management Reporter and Dynamics GP

- November 1, 2016

You’ve just closed the month or year for one or more of your entities in Dynamics GP and you’re now...

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Importing Payroll Deductions and Benefits in Microsoft Dynamics GP
Importing Payroll Deductions and Benefits in Microsoft Dynamics GP

- November 1, 2016

Those of you who use the Microsoft Dynamics GP Human Resources Module in conjunction with payroll are aware of the...

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Using Dynamics AX Data Import Export Module to Upload Fixed Assets
Using Dynamics AX Data Import Export Module to Upload Fixed Assets

- October 31, 2016

Uploading legacy data into Microsoft Dynamics AX is not always an easy task. For example, when you want to upload...

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Using FetchXML to Access User Information from the Resources Party List
Using FetchXML to Access User Information from the Resources Party List

- October 31, 2016

I was recently tasked with creating an SSRS report for an organization with Microsoft Dynamics CRM 2015 on-premise. The report...

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Optimizing MR Report Speed after FRX Migration with Dynamics GP
Optimizing MR Report Speed after FRX Migration with Dynamics GP

- October 27, 2016

Frustrated that your Management Reporter reports are running extremely slow after FRx Migration?  Here are some easy tips to help...

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Vendor/Customer Modifier and/or Combiner in Dynamics GP
Vendor/Customer Modifier and/or Combiner in Dynamics GP

- October 26, 2016

Have you ever created a new vendor and realized weeks later that you had already created that vendor under another...

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In Dynamics GP – Depreciation Expense is Low and Depreciation Button Unavailable
In Dynamics GP – Depreciation Expense is Low and Depreciation Button Unavailable

- October 26, 2016

You created your GL Batch from FA and you notice Depreciation is lower than expected. Possible causes: system interruption, lost...

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Dynamics AX 2012 – How to Correct a Posted Invoice
Dynamics AX 2012 – How to Correct a Posted Invoice

- October 25, 2016

Microsoft Dynamics AX employs strict controls around the modification of posted financial transactions, but there are times when we make...

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Microsoft Dynamics CRM: Two Easy Ways to Improve CRM Forms
Microsoft Dynamics CRM: Two Easy Ways to Improve CRM Forms

- October 25, 2016

Overview HTML Web Resources are not new to Microsoft Dynamics CRM, but I believe they are an often overlooked way to...

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Restricting User View in Microsoft Dynamics AX 2012
Restricting User View in Microsoft Dynamics AX 2012

- October 21, 2016

A client in the jewelry retail space recently was faced with the requirement of securing a specific warehouse location’s on-hand...

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Microsoft Dynamics CRM Configuration – Basic Tips Part 3
Microsoft Dynamics CRM Configuration – Basic Tips Part 3

- October 21, 2016

This is the last part in the Microsoft Dynamics CRM configuration series. The topics covered here go a little deeper…perhaps...

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Microsoft Dynamics AX 2012 — Using The Number Sequence Framework to Identify Transactions
Microsoft Dynamics AX 2012 — Using The Number Sequence Framework to Identify Transactions

- October 20, 2016

Microsoft Dynamics AX has a number sequence framework to generate alphanumeric number sequences that are used to identify transactions like...

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Microsoft Dynamics CRM Configuration – Basic Tips Part 2
Microsoft Dynamics CRM Configuration – Basic Tips Part 2

- October 20, 2016

This is the second part of a 3 part series. We are discussing some tips and best practices when it...

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Migrating Custom Code to Microsoft Dynamics AX 2012
Migrating Custom Code to Microsoft Dynamics AX 2012

- October 18, 2016

Overview A Microsoft Dynamics AX 2012 upgrade contains several steps, as shown in the following illustration.     Planning Code...

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Microsoft Dynamics CRM 2015: Finding Inactive Accounts
Microsoft Dynamics CRM 2015: Finding Inactive Accounts

- October 18, 2016

One of our CRM 2015 Service Pack 1 clients has recently begun to clean their data by merging duplicate account...

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Difference between Microsoft Dynamics CRM 2015 and Service Pack 1
Difference between Microsoft Dynamics CRM 2015 and Service Pack 1

- October 17, 2016

Microsoft Dynamics CRM, like all business software, is a wasted resource if it is not adopted by the organization’s user....

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Incorporating the 8D Process in Microsoft Dynamics AX 2012
Incorporating the 8D Process in Microsoft Dynamics AX 2012

- October 13, 2016

One of the most popular processes for managing quality assurance issues is the 8D process or the eight disciplines process...

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Product Reservations for each Sales Order in Microsoft Dynamics-AX
Product Reservations for each Sales Order in Microsoft Dynamics-AX

- October 13, 2016

Many businesses today are running lean, especially with regard to stocking inventory. At times, businesses can find themselves with low...

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Microsoft Dynamics CRM 2015 – The Future of the Dialog
Microsoft Dynamics CRM 2015 – The Future of the Dialog

- October 13, 2016

As I look at the current feature set for Microsoft Dynamics-CRM, it seems that the existing dialog functionality doesn’t fit. ...

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Microsoft Dynamics CRM 2015 Features: Business Process Flows
Microsoft Dynamics CRM 2015 Features: Business Process Flows

- October 12, 2016

The Business Process Flows were created for Microsoft Dynamics 2013.  As with most new features, the 2013 version of Business...

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The Underutilized “Case” in Microsoft Dynamics CRM
The Underutilized “Case” in Microsoft Dynamics CRM

- October 11, 2016

I find it interesting that Microsoft Dynamics CRM tends to be the ‘Silver Bullet’ to most ERP issues.  This is the...

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Microsoft Dynamics CRM Configuration – Basic Tips Part 1
Microsoft Dynamics CRM Configuration – Basic Tips Part 1

- October 10, 2016

As you begin to dive into Microsoft Dynamics CRM configuration, it is helpful to follow a few standards, best practices...

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How to make mass changes to decimal places for inventory items in Microsoft Dynamics GP
How to make mass changes to decimal places for inventory items in Microsoft Dynamics GP

- October 6, 2016

A client once asked me if there was a way to change the quantity decimals places on the item maintenance...

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Microsoft Dynamics CRM 2016 Online – How to remove “Promote to Admin” hidden security role?
Microsoft Dynamics CRM 2016 Online – How to remove “Promote to Admin” hidden security role?

- June 2, 2016

With the recent Spring update to Microsoft Dynamics CRM 2016 Online, we have a new functionality called “Promote to Admin”...

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ClickDimensions Spring 2016 Updates for Microsoft Dynamics CRM
ClickDimensions Spring 2016 Updates for Microsoft Dynamics CRM

- April 26, 2016

The ClickDimensions April 2016 release is now available for ClickDimensions customers using Microsoft Dynamics CRM 2011, 2013, 2015 or Dynamics...

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How to solve error ID3242: The security token could not be authenticated or authorized when connecting Scribe to Microsoft Dynamics CRM
How to solve error ID3242: The security token could not be authenticated or authorized when connecting Scribe to Microsoft Dynamics CRM

- March 21, 2016

Are you trying to connect to Microsoft Dynamics CRM from Scribe Insight and getting the error message “ID3242: The security...

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When opportunities in Microsoft Dynamics CRM are not part of the business process
When opportunities in Microsoft Dynamics CRM are not part of the business process

- March 11, 2016

Microsoft defines an opportunity as “a lead who is now almost ready to buy – in other words, it’s a...

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5 things that rock my world in the 2016 Spring Wave of Microsoft Dynamics CRM Online
5 things that rock my world in the 2016 Spring Wave of Microsoft Dynamics CRM Online

- March 3, 2016

Microsoft just announced the Microsoft Dynamics CRM Spring 2016 Wave will be available for online customers in quarter 2. There...

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Microsoft Dynamics CRM 2016 feature: Case management just got better
Microsoft Dynamics CRM 2016 feature: Case management just got better

- February 29, 2016

With the released of Microsoft Dynamics CRM 2016, one of the key features is enhancing the customer experience for organizations....

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Challenges that some Microsoft Dynamics GP users face when creating SmartList reports
Challenges that some Microsoft Dynamics GP users face when creating SmartList reports

- February 23, 2016

Many users struggle when it comes down to creating new SmartLists reports using either SmartList Builder Tool or Microsoft Dynamics...

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Microsoft Dynamics CRM for phone mobile app issue: Open activities appear locked
Microsoft Dynamics CRM for phone mobile app issue: Open activities appear locked

- February 22, 2016

During a recent Microsoft Dynamics CRM 2015 online implementation we stumbled upon an issue with editing Activities in the Dynamics...

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Tips for Setting up Microsoft Dynamics GP multi-currency for use with Management Reporter
Tips for Setting up Microsoft Dynamics GP multi-currency for use with Management Reporter

- February 18, 2016

Creating translated financial reports in Management Reporter is, in large part, dependent on how you setup multi-currency in Microsoft Dynamics...

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Microsoft Dynamics CRM 2016 new signature control feature for phones and tablets
Microsoft Dynamics CRM 2016 new signature control feature for phones and tablets

- February 18, 2016

With the release of Microsoft Dynamics CRM 2016, there is a bundle of new features for administrators and developers out-the-box....

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Displaying an image captured by the mobile signature control in the Dynamics CRM web and Outlook clients.
Displaying an image captured by the mobile signature control in the Dynamics CRM web and Outlook clients.

- February 18, 2016

The release of Microsoft Dynamics CRM 2016 has introduced some great new functionality, including new controls for the mobile client...

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Microsoft Dynamics CRM 2015 Update 0.2 benefits on-premise users
Microsoft Dynamics CRM 2015 Update 0.2 benefits on-premise users

- February 11, 2016

Microsoft Dynamics CRM 2015 update 0.2 is released for on-premises customer. This update contains mostly hotfixes and support functionality. Changes...

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Use owner and access teams to customize group privileges in Microsoft Dynamics CRM
Use owner and access teams to customize group privileges in Microsoft Dynamics CRM

- February 4, 2016

Teams in Microsoft Dynamics CRM are a group of users who can be assigned similar privileges. There can be exceptions...

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Are you prepared for Microsoft Dynamics CRM 2016 upgrade?
Are you prepared for Microsoft Dynamics CRM 2016 upgrade?

- February 2, 2016

Microsoft Dynamics CRM 2016 is released, you can read more about the new features and capabilities in this What’s new...

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Managing floor stock production in Dynamics AX
Managing floor stock production in Dynamics AX

- December 18, 2015

Production often requires an item for which the quantity is not precisely defined. Usually these are relatively inexpensive items, and...

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What’s added in Microsoft Dynamics CRM 2015 Update 1 for online and on-premises users?
What’s added in Microsoft Dynamics CRM 2015 Update 1 for online and on-premises users?

- December 16, 2015

In a perfect world, we all want Microsoft Dynamics CRM 2015 Online updates to match Dynamics CRM 2015 on-premises in...

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Backup and disaster recovery for Microsoft Dynamics GP
Backup and disaster recovery for Microsoft Dynamics GP

- December 10, 2015

How do I protect my Microsoft Dynamics GP environment from data loss? The answer, very often is, “It depends.” Each...

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Resolving the issue when Outlook crashes after installing Microsoft Dynamics CRM Client for Outlook
Resolving the issue when Outlook crashes after installing Microsoft Dynamics CRM Client for Outlook

- December 8, 2015

I’ve run into several situations that when installing or updating the Microsoft Dynamics CRM Client for Outlook, immediately after opening...

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Understanding Microsoft Dynamics GP module integration :  Best practices for posting setups
Understanding Microsoft Dynamics GP module integration : Best practices for posting setups

- November 13, 2015

Navigating through the posting process in Microsoft Dynamics GP can be challenging if you do not understand how the system...

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Displaying external item numbers on purchase orders in Microsoft Dynamics AX
Displaying external item numbers on purchase orders in Microsoft Dynamics AX

- November 13, 2015

The ability to increase communication between customers and vendors is always essential. Microsoft Dynamics AX allows its users to better...

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The new features in Microsoft Dynamics GP 2015 R2 and why you should stay current
The new features in Microsoft Dynamics GP 2015 R2 and why you should stay current

- November 3, 2015

Microsoft Dynamics GP is on track for the promise of bi-annual significant update releases. Adding many new features with the...

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Managing customer furnished material in Microsoft Dynamics AX
Managing customer furnished material in Microsoft Dynamics AX

- November 3, 2015

While Dynamics AX is a very comprehensive ERP solution, there is really no completely tailored solution for managing customer furnished...

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Deleting a company in Management Reporter 2012
Deleting a company in Management Reporter 2012

- October 29, 2015

Management Reporter is a common tool for the Microsoft Dynamics ERP solutions, Dynamics AX, Dynamics GP and Dynamics SL alike....

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When no customer service is great customer service and how to know what’s most effective for your business
When no customer service is great customer service and how to know what’s most effective for your business

- October 29, 2015

I am flying back from my family’s usual stomping ground, Disney World.  During this trip, we utilized for the first...

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Changing from a single EFT format to multiple EFT file formats in Microsoft Dynamics GP
Changing from a single EFT format to multiple EFT file formats in Microsoft Dynamics GP

- October 22, 2015

We recently had a client who needed to process an EFT payment in Microsoft Dynamics GP to an individual’s personal...

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Why health and human services agencies are turning to Microsoft Dynamics CRM for case management
Why health and human services agencies are turning to Microsoft Dynamics CRM for case management

- October 22, 2015

In the Health and Human Services (HHS) industry, there are many investments being made in technology, software and business process...

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Tracking contact’s organization history in Microsoft Dynamics CRM Online
Tracking contact’s organization history in Microsoft Dynamics CRM Online

- October 14, 2015

Have you ever come across a situation where a contact leaves a company but joins another company that is also...

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Creating notes for shipping documents in Microsoft Dynamics AX
Creating notes for shipping documents in Microsoft Dynamics AX

- October 8, 2015

Using the Notes functionality within Dynamic AX can be very helpful. Notes can be used to alert warehouse personnel to...

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Microsoft Dynamics GP with single sign on functionality and simplified IT administration
Microsoft Dynamics GP with single sign on functionality and simplified IT administration

- October 8, 2015

As organizations grow, so do their need for larger, more complex environments. As a result, users are becoming all too...

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How to use Microsoft Dynamics AX 2012 Task Recorder to create a Life Cycle Services Business Process Modeler