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What’s new with the Sales Accelerator

- July 28, 2021

The Sales Accelerator is part of Dynamics 365 Sales and to get access to it you’ll need to have a...

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Automated Accounting Part 5, Intercompany Customer Payments
Automated Accounting Part 5, Intercompany Customer Payments

- July 27, 2021

Today we will expand on the last post in the series by adding functionality for Recording Cash Receipts in one...

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Check order status with Power Virtual Agent and Power Automate
Check order status with Power Virtual Agent and Power Automate

- July 27, 2021

I get a lot of requests where my prospects want Power Virtual Agent to be able to answer questions about...

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What is a work order?
What is a work order?

- July 25, 2021

A work order is a request for a technician to be scheduled to complete a task or a job. The...

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Don’t be afraid of Father Time. D365 Year End Close.
Don’t be afraid of Father Time. D365 Year End Close.

- July 20, 2021

The short and sweet Year-End Close creates beginning balances for the new year’s Trial Balance. There is no need to...

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Updated Dynamics GP Roadmap
Updated Dynamics GP Roadmap

- July 20, 2021

On July 8, 2021 Microsoft released the below updated roadmap for Dynamics GP.  We are excited to see Microsoft’s commitment...

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Why you should consider adding multiple pickup methods for customers shopping at your retail establishment
Why you should consider adding multiple pickup methods for customers shopping at your retail establishment

- July 20, 2021

Retail is ever-changing and evolving, becoming more manageable and more frustrating at the same time. In 2020, when the Covid-19...

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Part 1: Sale of Service Agreements
Part 1: Sale of Service Agreements

- July 19, 2021

Industrial sector companies often produce and sell products that need servicing over time. These services could include routine inspections and...

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Automated Accounting Part 4, Intercompany Ledger Journals
Automated Accounting Part 4, Intercompany Ledger Journals

- July 15, 2021

Today will focus on automating Intercompany Ledger Journals. We want D365 to automatically fill in the related Intercompany Receivable and...

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Automated Accounting Part 3 – Inventory Posting Profiles, Production Orders
Automated Accounting Part 3 – Inventory Posting Profiles, Production Orders

- July 10, 2021

Today we will be bridging the gap between the Purchase and Sales Orders and dive into the Inventory Posting Profiles...

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New Master Planning Optimization Add-in for D365 Supply Chain Management
New Master Planning Optimization Add-in for D365 Supply Chain Management

- July 6, 2021

We all know that Master Planning is extremely helpful in facilitating companies’ important information such as raw material availability, capacities...

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Microsoft to Launch New Cloud Promotion for Legacy Customers
Microsoft to Launch New Cloud Promotion for Legacy Customers

- July 1, 2021

On September 1, 2021, Microsoft will launch the Bridge to the Cloud promotion through the Cloud Solution Provider (CSP) program....

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Working Remotely with Microsoft Dynamics GP
Working Remotely with Microsoft Dynamics GP

- June 30, 2021

Covid restrictions may be starting to lift around the country, however, according to a recent survey only about 1 in...

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Microsoft Throttling in D365 Finance and Supply Chain
Microsoft Throttling in D365 Finance and Supply Chain

- June 29, 2021

Microsoft is enabling throttling on oData and custom web services to D365 F&S, which will require investigation by all D365...

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Automated Accounting Part 2 – Inventory Posting Profiles, Sales Orders
Automated Accounting Part 2 – Inventory Posting Profiles, Sales Orders

- June 25, 2021

Today we will be reviewing automation of accounting for Sales Orders. We want D365 to automatically code the following journals:...

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Automated Accounting Part 1 – Inventory Posting Profiles, Purchase Orders
Automated Accounting Part 1 – Inventory Posting Profiles, Purchase Orders

- June 25, 2021

So, what are posting profiles? They are the Dynamics 365 configuration of automatic transaction journal entries. These setups are the...

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Offline Warehousing with Dynamics 365 Supply Chain Management
Offline Warehousing with Dynamics 365 Supply Chain Management

- June 22, 2021

Many organizations need to run mission-critical processes around the clock without interruption. Cloud and Edge scale units enable manufacturing and...

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Scribe Online Adapter convert to Azure AD – Client Credentials

- June 9, 2021

Prerequisites D365 online Scribe Insight 7.9.5 or newer Scribe Adapter for Microsoft Dynamics CRM 562 HF 14 Azure AD App...

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Your super user is leaving, now what?
Your super user is leaving, now what?

- June 7, 2021

There is a reason organizations ask for two weeks’ notice. When a key resource decides to leave an organization, a...

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Dynamics GP – Payables Trial Balance Reports Missing Vendor Invoices after GP18 Update”
Dynamics GP – Payables Trial Balance Reports Missing Vendor Invoices after GP18 Update”

- June 1, 2021

Several of our clients noticed some vendor invoices not yet paid had dropped off the aging reports after updating to...

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Microsoft Dynamics GP – Error on Payroll Tax Filing Status
Microsoft Dynamics GP – Error on Payroll Tax Filing Status

- May 27, 2021

When running the Payroll Calculate Checks process in Dynamics GP, you receive an error: “The tax filing status record for...

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Microsoft Dynamics GP Permission Errors Running Reports After Upgrading to GP 2018 & GP 2016
Microsoft Dynamics GP Permission Errors Running Reports After Upgrading to GP 2018 & GP 2016

- May 22, 2021

You’ve just recently upgraded Dynamics GP, and when running a report, you receive the error: “Not privileged to run this...

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Use Different Document Layouts for Customers and Vendors in D365 Business Central
Use Different Document Layouts for Customers and Vendors in D365 Business Central

- May 18, 2021

Did you know that in Business Central you can create custom report layouts and assign them to either your customers...

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Management Reporter – DataMart Rebuild & Reconfiguring Change Tracking
Management Reporter – DataMart Rebuild & Reconfiguring Change Tracking

- May 17, 2021

If you’ve discovered missing or bad data on your Management Reporter reports or have some other reason that you need...

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Microsoft Dynamics GP – Error “Asset ID is required.”
Microsoft Dynamics GP – Error “Asset ID is required.”

- May 12, 2021

The user attempted to delete a Fixed Asset in GP and received an error message that the “Asset ID is...

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More Information on the Banking Updates to Business Central in the 2021 Wave 1 Release
More Information on the Banking Updates to Business Central in the 2021 Wave 1 Release

- May 12, 2021

As I mentioned in my last blog about Business Central, there are some exciting updates for bank reconciliation in the...

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Microsoft Dynamics GP – Error Opening Customer/Vendor Consolidations Window
Microsoft Dynamics GP – Error Opening Customer/Vendor Consolidations Window

- May 7, 2021

You’re receiving the following error when trying to open the Customer/Vendor Consolidations window, “Your previous transaction level posting has not...

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Connection Options for getting Dynamics 365 Sales Data into Power BI
Connection Options for getting Dynamics 365 Sales Data into Power BI

- May 7, 2021

Microsoft Dynamics 365 Sales is a model-driven app that enables users to build strong relationships with customers, discover insights to...

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Setup and configuration for Engineering change management functionality – Part 1
Setup and configuration for Engineering change management functionality – Part 1

- May 5, 2021

How many times have you had users in the system who make unauthorized changes to a released product that caused...

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What’s planned for Business Central in the 2021 Wave 1 Release?
What’s planned for Business Central in the 2021 Wave 1 Release?

- April 28, 2021

I am so excited for the next wave release. I think you will agree that these are fantastic updates to...

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Dynamics GP Payroll – New Federal Filing Status Options
Dynamics GP Payroll – New Federal Filing Status Options

- April 23, 2021

In 2020 Microsoft rolled out some new Federal Filing Statuses for Dynamics GP Payroll. The 5 new filing statuses that...

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Master Planning Item Coverage – Part III
Master Planning Item Coverage – Part III

- March 24, 2021

Previously, we discussed the coverage groups in Master Planning and went through the other tab of the form. In this...

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Previewing Azure Purview
Previewing Azure Purview

- March 18, 2021

What is Purview? We are going to be talking about Azure Purview in this post. No, that is not a...

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Dynamics NAV/Dynamics 365 Business Central Remove Access to General Ledger Entries with standard Permission Sets
Dynamics NAV/Dynamics 365 Business Central Remove Access to General Ledger Entries with standard Permission Sets

- March 16, 2021

“…But they shouldn’t be able to see General Ledger details.” If you’ve implemented Dynamics NAV/D365 Business Central you’ve heard that...

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Dynamics 365 CE Bulk Delete Duplicate Records with Power Automate
Dynamics 365 CE Bulk Delete Duplicate Records with Power Automate

- March 4, 2021

Duplicate Detection rules in Dynamics 365 Customer Engagement (CE) are great for preventing duplicates, but aren’t helpful once you already...

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Security and Controls for Dynamics GP
Security and Controls for Dynamics GP

- February 25, 2021

Fastpath and RSM Do you question if your GP environment is actually secure? Do you wonder if users have unauthorized...

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RSM & Emburse Partnership Announcement
RSM & Emburse Partnership Announcement

- February 25, 2021

We are excited to announce that we are now partnered with Emburse, the market leader for expense management and accounts...

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Getting to know our MVPs – Dian Taylor
Getting to know our MVPs – Dian Taylor

- February 12, 2021

Becoming a Microsoft MVP takes a lot of time and discipline with a dedication towards supporting the business applications community...

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Getting to know our MVPs – Seth Bacon
Getting to know our MVPs – Seth Bacon

- February 12, 2021

Seth Bacon had a busy year in 2020 with one of his many accomplishments being named a Microsoft MVP for...

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Master Planning Item Coverage in Dynamics 365 Supply Chain Management – Part II
Master Planning Item Coverage in Dynamics 365 Supply Chain Management – Part II

- February 1, 2021

Last month we discussed the coverage groups in Master planning and went through its General tab. In this article, we...

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Master Planning Item Coverage in Dynamics 365 Supply Chain Management – Part I
Master Planning Item Coverage in Dynamics 365 Supply Chain Management – Part I

- December 22, 2020

Master planning in Dynamics 365 Supply Chain Management can be confusing for those who are learning to use it for...

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Top 5 Features of Microsoft D365 Commerce – e-commerce and One Functionality Gap
Top 5 Features of Microsoft D365 Commerce – e-commerce and One Functionality Gap

- December 17, 2020

Since before Microsoft’s e-commerce platform became generally available RSM’s team has been leading the way in developing with Ste Michelle...

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Azure Express Route Considerations
Azure Express Route Considerations

- December 11, 2020

Middle market organizations are deploying Azure Express Route to provide reliable, low latency connections between their primary office(s) – where...

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Time to Prepare for Regulatory Reporting to the IRS
Time to Prepare for Regulatory Reporting to the IRS

- December 7, 2020

It is that time of year again where we start thinking about preparing for our year end closes and generating...

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Take your fundraising beyond Giving Tuesday
Take your fundraising beyond Giving Tuesday

- December 2, 2020

While we have just finished up with Giving Tuesday, it is just a reminder of how much fundraising impacts your...

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Are You Ready to Close Your Fiscal Year?
Are You Ready to Close Your Fiscal Year?

- December 1, 2020

Many companies will have a fiscal year that closes on December 31st and will need to process their year-end close activities. ...

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Dynamics 365 for Operations: The numerous uses for project contracts is staggering
Dynamics 365 for Operations: The numerous uses for project contracts is staggering

- November 18, 2020

Blog Series Part 5 – Contract Progress Billing Rule As you may recall, in Part 3 of this series I...

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What’s New in Dynamics GP? October 2020 Release Features
What’s New in Dynamics GP? October 2020 Release Features

- November 16, 2020

With the most current release of Microsoft Dynamics GP that came out last month, many new and exciting features and...

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Grow Customer Relationships at Scale with ERP data and Customer Insights
Grow Customer Relationships at Scale with ERP data and Customer Insights

- October 30, 2020

Use your ERP for customer discussions Omni-channel retailers capture customer data across transactions and online ad and web engagement. Using...

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Planning Optimization in Dynamics 365 Supply Chain Management
Planning Optimization in Dynamics 365 Supply Chain Management

- October 26, 2020

For those of you involved in running Master planning in Dynamics 365 Supply Chain Management, you know the drill: schedule...

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Power Automate Date Filtering on Today’s Date
Power Automate Date Filtering on Today’s Date

- October 20, 2020

Using Power Automate I often need to filter records based on date to find only those matching a certain date....

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Microsoft Dynamics Fundraising and Engagement – Part 2
Microsoft Dynamics Fundraising and Engagement – Part 2

- October 8, 2020

This is the second blog in a series devoted to Microsoft Dynamics Fundraising and Engagement. The first blog introducing this...

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New IRS form 1099-NEC: What it Means for Dynamics GP
New IRS form 1099-NEC: What it Means for Dynamics GP

- October 8, 2020

The IRS has released a new form 1099-NEC (non-employee compensation) which replaces using Box 7 of the 1099-MISC form from...

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Microsoft Dynamics Fundraising and Engagement is released!
Microsoft Dynamics Fundraising and Engagement is released!

- October 1, 2020

Microsoft recently included Fundraising and Engagement as part of its Dynamics 365 offering for the Not For Profit community. This...

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The Miami Heat are using Microsoft technology to change the customer experience
The Miami Heat are using Microsoft technology to change the customer experience

- October 1, 2020

As the Miami Heat march through the playoffs, their fans hang on every shot, dunk, and block.  Microsoft technology has...

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Power Automate Flows: Adding Properties to Arrays

- September 28, 2020

Recently, a client requested something in their Business Central integration: Show us the company for each record you are integrating....

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How to embed PowerApps into Dynamics 365 Dashboards
How to embed PowerApps into Dynamics 365 Dashboards

- September 21, 2020

Dynamics 365 is already a robust suite, but what if you could get access to your data faster and in...

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Dynamics GP Technical Support Alert, Word Template and eOne SmartConnect Errors
Dynamics GP Technical Support Alert, Word Template and eOne SmartConnect Errors

- September 18, 2020

Many of our clients have recently reported receiving errors in Dynamics GP & eOne’s SmartConnect related to a recent Microsoft...

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RSM’s National Dynamics GP Support Moves to World-Class Service Now Platform
RSM’s National Dynamics GP Support Moves to World-Class Service Now Platform

- September 12, 2020

Are you experiencing delays getting support from your Dynamics GP solution partner?  If so, wait no longer. RSM’s National Dynamics...

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Webinar – Connect your supply chain and deliver amazing customer experiences
Webinar – Connect your supply chain and deliver amazing customer experiences

- September 10, 2020

Optimize operations and engage customers with Microsoft Dynamics 365 October 7, 2020 2:00 PM Eastern Time (11:00 AM Pacific Time)...

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Common Data Service (Current Environment): Now Outside of Solutions!
Common Data Service (Current Environment): Now Outside of Solutions!

- August 21, 2020

Have you been working hard on your Power Automate Flows for CDS/Dynamics 365 Sales outside a solution only to find...

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Add Dynamic Hyperlinks in Emails Sent by Microsoft Power Automate
Add Dynamic Hyperlinks in Emails Sent by Microsoft Power Automate

- August 14, 2020

Microsoft Power Automate is a powerful tool with many capabilities to help automate your business processes. By using Microsoft Power...

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Dynamics Users: Migrate to the Cloud for Free
Dynamics Users: Migrate to the Cloud for Free

- July 28, 2020

Has the sudden switch to full-time remote work had an impact on you and your organization? Well, Microsoft has now...

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Extend the Life of your Dynamics GP Solution
Extend the Life of your Dynamics GP Solution

- July 23, 2020

Two key reasons a company usually decides to change their accounting system are 1) for better financial reporting and 2)...

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Using the new Views functionality in Dynamics 365 Finance and Supply Chain Management
Using the new Views functionality in Dynamics 365 Finance and Supply Chain Management

- July 21, 2020

Recently, Microsoft introduced additional personalization functionality in Dynamics 365 Finance and Supply Chain Management that is a total game-changer for...

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Dynamics 365 for Operations: The numerous uses for project contracts is staggering
Dynamics 365 for Operations: The numerous uses for project contracts is staggering

- July 16, 2020

Blog Series Part 4- Milestone Contract Billing As you may recall, my previous blog, Part 3: Project Contracts, showed you...

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Empowering Web Authors: Dynamics 365 Commerce
Empowering Web Authors: Dynamics 365 Commerce

- July 15, 2020

With the launch of Microsoft’s digital commerce solution earlier this year, the options for hosting e-commerce stores have expanded. An...

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Making the Case for Better B2B E-Payment Processing
Making the Case for Better B2B E-Payment Processing

- July 2, 2020

New fintech trends are constantly emerging. This can make it difficult to determine which ones are necessary and which are...

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Sales and Purchase Agreements in Dynamics 365
Sales and Purchase Agreements in Dynamics 365

- July 1, 2020

First of all, let’s not confuse this topic with trade agreements – which is a very common form that many...

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Dynamics GP – Stay or Leave?
Dynamics GP – Stay or Leave?

- June 28, 2020

With the recent increase of attention on the Microsoft Dynamics 365 lineup of cloud applications, my clients often ask me...

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Customer Rebates in Microsoft Dynamics 365
Customer Rebates in Microsoft Dynamics 365

- June 25, 2020

Any company that sells products or services to another company usually will offer some kind of incentives at one point...

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Dynamics 365 for Operations: The numerous uses for project contracts is staggering
Dynamics 365 for Operations: The numerous uses for project contracts is staggering

- June 22, 2020

Billing Rules When using project contracts, you have the capability to set up billing rules on the contract. Billing rules...

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How to use Parse JSON on SQL Stored Procedure results in Microsoft Power Automate
How to use Parse JSON on SQL Stored Procedure results in Microsoft Power Automate

- June 16, 2020

Microsoft Power Automate can parse the results of a SQL Stored Procedure from an On-Premise SQL Gateway connection, but it...

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Project Service Mobile Time Entry Blocked
Project Service Mobile Time Entry Blocked

- June 11, 2020

A client using Dynamics Project Service Automation (PSA) recently highlighted a Time Entry issue. Users on the mobile version of...

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Before You Build: Business Central & Power Automate Flows
Before You Build: Business Central & Power Automate Flows

- June 9, 2020

Microsoft Flow (now under the Microsoft Power Automate umbrella) is a powerful workflow tool that gives you the ability to...

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Person-Centered Systems: Part 2, Multi-channel Communications
Person-Centered Systems: Part 2, Multi-channel Communications

- May 8, 2020

In last week’s blog we discussed the idea of using a Person-Centered approach to designing your CRM system and the...

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Dynamics 365 for Operations: The numerous uses for project contracts is staggering
Dynamics 365 for Operations: The numerous uses for project contracts is staggering

- May 4, 2020

Blog Series Part 2 – Creating Project Contracts When creating a project in D365 F&O, the system requires that a...

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Microsoft Field Service Schedule Board Report
Microsoft Field Service Schedule Board Report

- April 27, 2020

A frequent request by clients is to provide schedule board details when you go to a daily or weekly view...

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Dynamics 365 for Operations: The numerous uses for Project Contracts is staggering
Dynamics 365 for Operations: The numerous uses for Project Contracts is staggering

- April 27, 2020

Blog Series Part 1 – Building foundational knowledge I started with RSM about 3 months ago and found that there...

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Field Service Scheduling – The Road from Manual to Automated Scheduling
Field Service Scheduling – The Road from Manual to Automated Scheduling

- April 23, 2020

The purpose of this blog is to explain the concepts of Microsoft Dynamics 365 Field Service Scheduling and to provide...

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Learning the Microsoft Dynamics GP Table Structure
Learning the Microsoft Dynamics GP Table Structure

- April 22, 2020

Whether you are the IT person, a GP power user, or both and tasked with extracting/importing data into or from...

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Person-Centered Systems: Part 1
Person-Centered Systems: Part 1

- April 21, 2020

As we continue to acclimate to the new normal of decentralized work, many find themselves running into the same familiar...

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Microsoft Teams Live Events Offers Affordable Solution to Nonprofit Organizations
Microsoft Teams Live Events Offers Affordable Solution to Nonprofit Organizations

- April 17, 2020

As the COVID-19 pandemic continues, strategies employed by governments to slow the spread of the virus have massive impacts on...

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Latest FSLogix release simplifies remote logins for Microsoft VDI admins
Latest FSLogix release simplifies remote logins for Microsoft VDI admins

- April 13, 2020

Organizations that are equipping remote workers with Virtual Desktop Infrastructure (VDI) are finding that leaps in technology change can roll...

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Microsoft Dynamics GP Security Access Processing POP Returns
Microsoft Dynamics GP Security Access Processing POP Returns

- April 12, 2020

After years of working with Dynamics GP, I recently encountered one of those unusual security settings that made no sense....

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Top 4 Management Reporter Issues
Top 4 Management Reporter Issues

- April 10, 2020

I have been working with Management Reporter (MR) for over 10 years and understand the frustration many of our customers...

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Dynamics GP Error – “This Transaction is Being Edited by Another User”
Dynamics GP Error – “This Transaction is Being Edited by Another User”

- April 5, 2020

You’re trying to open an unposted transaction in Dynamics GP and receiving an error “This Transaction is being edited by...

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When a SmartList returns no data and Dynamics GP does not provide an error message
When a SmartList returns no data and Dynamics GP does not provide an error message

- April 2, 2020

One of the most common issues reported to the RSM Dynamics GP Help Desk is when a SmartList returns data...

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Audio Conferencing in Microsoft Teams
Audio Conferencing in Microsoft Teams

- April 2, 2020

In the current working environment that we are in, we are getting quite a few requests for Microsoft Teams conference...

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Dynamics GP Error – “This Document Cannot be Marked for Voiding. It Has Been Either Partially Applied or is on Hold.”
Dynamics GP Error – “This Document Cannot be Marked for Voiding. It Has Been Either Partially Applied or is on Hold.”

- March 31, 2020

This error is one we see come across our support desk a lot. A user attempts to void a document,...

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Updates to M365 Licensing – April 2020
Updates to M365 Licensing – April 2020

- March 31, 2020

The licensing world at Microsoft is always a challenge for our customers to keep up with, as new products, features...

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Dynamics 365 Customer Service: KB Automatic Filtering
Dynamics 365 Customer Service: KB Automatic Filtering

- March 30, 2020

I ran into a feature the other day that I thought would be worth writing an article about. This feature...

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Dynamics GP Error – “You don’t have security privileges to open this window error message. Contact your system administrator.”
Dynamics GP Error – “You don’t have security privileges to open this window error message. Contact your system administrator.”

- March 28, 2020

How often does one of your GP users receive a permissions error when trying to access a specific window in...

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Dynamics 365 – 2020 Release Wave 1 | Updates

- March 27, 2020

I wrote a total of three articles on the 2020 Release wave 1, which can be found on this blog....

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Dynamics 365 – 2020 Release Wave 1 | Part 3

- March 26, 2020

On January 27 of 2020 the release notes came out for 2020 Release Wave 1 for Dynamics 365 and the...

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Dynamics 365 – 2020 Release Wave 1 | Part 2

- March 25, 2020

On January 27 of 2020 the release notes came out for 2020 Release Wave 1 for Dynamics 365 and the...

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10 things to consider when relying on Microsoft Teams for the remote worker
10 things to consider when relying on Microsoft Teams for the remote worker

- March 24, 2020

Remote working is here to stay (for a while). While most of us are adapting to video calls, pictures of...

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Dynamics 365 – 2020 Release Wave 1 | Part 1

- March 24, 2020

On January 27 of 2020 the release notes came out for 2020 Release Wave 1 for Dynamics 365 and the...

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New Dynamics 365 Feature – Mass Reversal for Multiple Documents
New Dynamics 365 Feature – Mass Reversal for Multiple Documents

- March 24, 2020

If you’ve seen the default dashboard for Dynamics 365 since version 10.0.7, you may have seen a new tile called...

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Cannot access this report because the dictionary containing it is not loaded in Dynamics GP
Cannot access this report because the dictionary containing it is not loaded in Dynamics GP

- March 22, 2020

Have you ever gone to print a report in Dynamics GP and receive the error ‘Cannot access this report because...

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Enhancements to Microsoft Teams to foster further collaboration while working remotely
Enhancements to Microsoft Teams to foster further collaboration while working remotely

- March 20, 2020

We’re in unprecedented times during this COVID-19 pandemic and it has forced many businesses to shift to a remote working...

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Dynamics GP Correcting 1099 Tax Type
Dynamics GP Correcting 1099 Tax Type

- March 19, 2020

At some point throughout the year, you may discover that a vendor has been set up in GP with the...

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Unknown Dictionary Error in Dynamics GP
Unknown Dictionary Error in Dynamics GP

- March 17, 2020

One of the most common errors we receive on our help desk is the “Unknown Dictionary” error, usually occurring when...

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Social Listening with Microsoft Power Platform
Social Listening with Microsoft Power Platform

- March 11, 2020

Social Listening with Microsoft Power Platform Hi. I’m George Casey, and I’m talking to you from RSM’s Technology Experience Center...

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Embracing Technology to Work Remotely with Microsoft Teams
Embracing Technology to Work Remotely with Microsoft Teams

- March 10, 2020

Many companies are now discovering the flexibility of working remotely. For many of us, this has become part of our...

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Using Microsoft AI Builder for Object Detection
Using Microsoft AI Builder for Object Detection

- March 4, 2020

Using Microsoft AI Builder for Object Detection Hi, I’m George Casey here at the RSM Technology Experience Center in Denver...

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Leverage Dynamics Remote Assist with Field Service
Leverage Dynamics Remote Assist with Field Service

- March 2, 2020

Have you ever had a technician working out in the field that was not able to complete the work due...

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Building a Microsoft Virtual Agent for Customer Support
Building a Microsoft Virtual Agent for Customer Support

- February 25, 2020

Building a Microsoft Virtual Agent for Customer Support Hi, I’m George Casey here at the Technology Experience Center in Denver,...

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Microsoft Power BI Key Influencers for Housing Data
Microsoft Power BI Key Influencers for Housing Data

- February 21, 2020

Microsoft Power BI Key Influencers for Housing Data Hi, I’m George Casey and I’m at the RSM Technology Experience Center...

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Enrollment to RSAT 101
Enrollment to RSAT 101

- February 20, 2020

During my initial experience with the Regression Suite Automation Tool (RSAT) in training, I felt overwhelmed and confused. Coming from...

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Facial Recognition Sign In with Microsoft Power Apps
Facial Recognition Sign In with Microsoft Power Apps

- February 19, 2020

 Facial recognition sign in with Power Apps Hi, this George Casey and I’m here in the technology experience center....

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RSAT Life
RSAT Life

- February 18, 2020

Over the past few months, we have been tasked with the opportunity to work with Latha to establish a structured...

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Additional Color Coding in Dynamics 365 Field Service Schedule Board using Emoji’s
Additional Color Coding in Dynamics 365 Field Service Schedule Board using Emoji’s

- February 18, 2020

Have you ever needed additional color-coding functionality in Dynamics 365 for Field Service other than system status and priority color-coding?...

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Dynamics 365 Customer Engagement User Security Role Report using XRMToolbox
Dynamics 365 Customer Engagement User Security Role Report using XRMToolbox

- February 17, 2020

In Dynamics 365 Customer Engagement (D365 CE) there is an out of box report called “User Summary”. This report can...

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Create Late Time Entry View
Create Late Time Entry View

- January 27, 2020

A Project Service client recently came to me asking  for help making sure their team recorded their Time Entries within...

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Dynamics Project Service Order Set to Read Only
Dynamics Project Service Order Set to Read Only

- January 27, 2020

I recently encountered a simple issue while working in Microsoft Dynamics Project Service to automate the creation of Project Contracts,...

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Dynamics 365 Project Service Time Entry Greyed Out
Dynamics 365 Project Service Time Entry Greyed Out

- January 25, 2020

I was configuring Dynamics 365 for Project Service for a client and noticed an issue with time entry. Users could...

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Dynamics 365 Project Service Rounding Time Entry Duration
Dynamics 365 Project Service Rounding Time Entry Duration

- January 24, 2020

A client recently asked if it was possible to round their user’s time entries to the nearest quarter hour. After...

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RSM on Bob Scott’s VAR Stars 2019
RSM on Bob Scott’s VAR Stars 2019

- January 20, 2020

RSM has been selected as a member of the Bob Scott’s VAR Stars for 2019, a group of 100 organizations...

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Asset Management for Dynamics 365 Supply Chain Management – Setup Areas for Assets

- January 20, 2020

In our continuing series on Asset Management, we will now discuss more of the detailed functionality and setup of assets....

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Living the regression suite automation tool life

- January 17, 2020

Written in cooperation with William Sumner. For the past couple of months, we have been working with Latha and the...

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Satya Nadella NRF Keynote Video
Satya Nadella NRF Keynote Video

- January 17, 2020

As a Microsoft partner, RSM and Microsoft work closely together to showcase how Microsoft technologies can positively impact the growth...

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Asset management module introduced for supply chain management

- January 2, 2020

The latest release of Microsoft Dynamics Supply Chain Management, available as of October 1, includes a new Asset Management module....

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Understanding Private Channels in Microsoft Teams

- December 18, 2019

What is a Private channel? Private channels in Microsoft Teams have long been a top requested feature in Teams user...

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List Records Flow Chart
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

- 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

- 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)

- 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

- 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

- 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

- 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

- 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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Using Search within Office 365
Using Search in the Microsoft Cloud

- May 7, 2019

Moving your enterprise content to the cloud allows you to capitalize on an underused (or underappreciated) tool of Office 365:...

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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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Applications Templates without Programming for Microsoft Power BI
Applications Templates without Programming for Microsoft Power BI

- May 4, 2018

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

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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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Microsoft Office 365 Collaboration – Office 365 Groups, Microsoft Teams, SharePoint Team Sites and Yammer
Microsoft Office 365 Collaboration – Office 365 Groups, Microsoft Teams, SharePoint Team Sites and Yammer

- April 2, 2018

There are several apps in Office 365 which provide collaboration features and support to enable the collaboration within different teams...

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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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Two Different Apps – Microsoft Outlook and Outlook Web App
Two Different Apps – Microsoft Outlook and Outlook Web App

- March 8, 2018

RSM recently helped resolve an Office 365 case related to the creation of an Outlook group intended to enable collaboration among select...

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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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Office 365 – Employee Portal, Microsoft Teams and SharePoint
Office 365 – Employee Portal, Microsoft Teams and SharePoint

- February 15, 2018

Recently, one of our clients shared with us that they will start building their new employee portal using Microsoft Teams....

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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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Office 365 – Document Life Cycle
Office 365 – Document Life Cycle

- February 1, 2018

Document Life Cycle is the process and set of various stages that a document goes through when a new document...

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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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Microsoft Sway Application Simplifies Communications
Microsoft Sway Application Simplifies Communications

- January 8, 2018

The Microsoft Sway application is included in most Office 365 plans, but many organization have struggled to find a purpose...

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Office 365 Error – “Additions to this Web site have been blocked” – Mystery Solved
Office 365 Error – “Additions to this Web site have been blocked” – Mystery Solved

- January 8, 2018

Recently, we encountered a very misleading error from SharePoint Online / Office 365 which took a long time to figure...

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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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