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The Top 5 Things to Know in GovCon this Week – December 2nd, 2024
Stay ahead in the dynamic world of government contracting with our roundup of the top five must-know updates from this...
AI Market Adoption – Authored by Robbie Beyer
AI Market Adoption Center: Trends in State and Local Government The adoption of AI within state and local governments is...
Case Study: Modernizing Property Assessments with Microsoft Dynamics
In the ever-evolving landscape of public service, organizations responsible for managing property assessments face significant challenges. Manual processes, limited data...
The Top 5 Things to Know in GovCon this Week – November 18th, 2024
Stay ahead in the dynamic world of government contracting with our roundup of the top five must-know updates from this...
How canvas apps can be leveraged in the BPS industry
Canvas apps offer a significant level of customization, allowing them to be tailored precisely to meet the unique needs of...
Revolutionizing Customer Support with Microsoft Copilot: A New Era for Service Teams
In today’s fast-paced world, customer expectations are higher than ever. Service representatives are grappling with mounting workloads, an increasing number...
Quarterly Business Reviews and OKRs
Driving Business Impact in Managed IT Services I’ve been working in the managed IT services field for the last 25...
How data analytics is transforming the manufacturing industry
In today’s fast-paced world, manufacturing companies face a myriad of challenges, from increasing competition and market shifts to supply chain...
Top 5 Data Challenges Facing Manufacturing Companies (and How to Solve Them)
The manufacturing sector is increasingly relying on data to drive efficiency, optimize processes and gain a competitive edge. However, while...
Case Study: Transforming Project Investment Lifecycle Management with GEMS 2.0
Project Overview: In May 2022, a government project management team developed and launched GEMS 2.0, a next-generation investment lifecycle case...
Case Study: Modernizing Municipal Operations with a Unified Microsoft Platform Solution
Client Overview A city in Eastern Ontario, Canada, sought to modernize its back-office finance, supply chain, and human capital management...
Managing Project Budgets in Dynamics 365 Project Operations
In a project, each phase, task, or work package incurs costs as labor, materials, and expenses. A project budget represents...
Correcting a Project Invoice in Dynamics 365 Project Operations
A project invoice in Dynamics 365 Project Operations is a document that details the billing for work performed on a...
Case Study: Public Health Department Implements RSM’s D365 CE Disease Surveillance System
Client Overview: A large public health department, with an annual budget exceeding $70 million and over 900 staff members, serves...
Protected: Enhancing Inventory Visibility with Custom Measures in D365
There is no excerpt because this is a protected post.
The End Is Near!
What Windows 10 End of Life means to your organization. The end of Windows 10 is upon us! Today marks...
Reaffirming Our Commitment to Dynamics GP Customers
At RSM, we understand the concerns surrounding Microsoft Dynamics GP as it approaches the end of mainstream support. We want...
![Implementing Business Central for a Dairy Processing Facility [Case Study]](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/industry-blog_fb_v1_grey.png)
Implementing Business Central for a Dairy Processing Facility [Case Study]
The Challenge A dairy processing company that produces a range of high-quality milk ingredients such as powders, protein concentrates, and...
Transforming a Craft Brewery’s Digital Operations with Business Central [Case Study]
The Challenge A prominent craft brewery faced operational and technical challenges as it prepared to sunset its existing Microsoft Great...
For Government Contractors, Compliance is King
Are You a Government Contractor or Wondering What It Takes to Become One? Government contracting, or GovCon for short, isn’t...
Transforming Dairy Operations with RSM’s Dairy Data Accelerator
The dairy industry operates in a unique space where precision, efficiency, and agility are critical to success. As the market...
Modernizing Snack Food Manufacturing with Dynamics 365 F&SC [Case Study]
A leading snack food manufacturer transforms its operational infrastructure for enhanced efficiency and business growth. Background A prominent private-label and...
Top 5 Things to Know in GovCon This Week (October 1st – October 7th, 2024)
Stay ahead in the dynamic world of government contracting with our roundup of the top five must-know updates from this...
Top 5 Things to Know in GovCon this Week (September 21st – 30th, 2024)
Stay ahead in the dynamic world of government contracting with our roundup of the top five must-know updates from this...
Dynamics GP End of Support
In a recent announcement, Microsoft confirmed the end of mainstream support for Dynamics GP. This marks a critical juncture for...
Measuring Important KPI’s in the Service Industry through D365 Field Service
In D365 Field Service, service providers can set up Service Level Agreements (SLAs) at an account level to define customer...
Embracing the Future: Adopting the New D365 Field Service Mobile UI in the Business and Professional Services Industry
In the field service industry, staying efficient and adaptable is crucial to being able to meet customer needs and handle...
Making the Most of your Work Breakdown Structure with Project Operations
Creating a Work Breakdown Structure For demonstration purposes, we will be using a construction project as an example. To begin,...
Revolutionizing the Business and Professional Services Industry with IoT and Field Service
With the fast-paced business environment, the integration of the Internet of Things (IoT) with D365 Field Service (Connected Field Service)...
Milking Efficiency: Transforming Dairy Operation with Microsoft Solutions [Webinar]
Don’t miss the RSM Microsoft Food and Beverage team webinar “Milking Efficiency: Transforming Dairy Operation with Microsoft Solutions,” where we...
Celebrating RSM’s FastTrack Solution Architects: Driving Excellence in Microsoft Solutions
RSM is proud to announce that three of our top professionals—Ryan Masschelin, Curtis McDonald, and David Merdian—have earned the prestigious...
Top 5 Things to Know in GovCon this Week (September 11 – September 18th)
Stay ahead in the dynamic world of government contracting with our roundup of the top five must-know updates from this...
![Transforming Sustainability Reporting for a Vertically Integrated Agriculture Producer [Case Study]](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/industry-blog_fb_v1_blue.png)
Transforming Sustainability Reporting for a Vertically Integrated Agriculture Producer [Case Study]
Sustainability is more than a buzzword in modern agriculture—it’s necessary. For a vertically integrated agriculture producer, accurately reporting sustainability data,...
Top 5 Things to Know in Government Contracting (August 27 – September 5th)
Stay ahead in the dynamic world of government contracting with our roundup of the top five must-know updates from this...
RSM’s Microsoft Food & Beverage Newsletter [Summer 2024]
As summer comes to a close, the RSM food and beverage team is reflecting on an exciting season of growth,...
Top 5 Things to Know in Government Contracting This Week (August 15 – 21st)
Welcome to this week’s government contracting update, brought to you by RSM US LLP. Here are the top five stories...
Understanding FSMA 204: Enhancing Food Traceability for Safer Consumption
The Food Safety Modernization Act (FSMA) was created to make our food supply safer by focusing on prevention rather than...
The Main Event – Teams Premium Webinars
Teams Premium Mini-Series, Pt. 3: There are many ways to host a live, virtual event in 2024. Microsoft has invested...
Unleashing Desktop Magic: The Power User’s Guide to Microsoft PowerToys
Originally posted to https://maddydahl.com/microsoft-powertoys/ Power Automate, PowerApps, PowerToys, Power BI, oh my! Ever since the release of Power BI in...
RSM is an Azure Expert MSP
Celebrating RSM’s achievement RSM is now one of only 120 companies around the globe that call themselves an Azure Expert...
Top 5 Things to Know in Government Contracting This Week (July 21 – 29th)
Welcome to this week’s government contracting update, brought to you by RSM US LLP. Here are the top five stories...
Embracing the Future with Microsoft’s Global Secure Access
In today’s digital age, securing access to resources and data is more important than ever. Microsoft’s Global Secure Access offers...
Top 5 Things to Know in Government Contracting this Week (July 7 – July 12, 2024)
Hello readers! Here are the top five things you need to know in government contracting for the week of...
RSM Celebrates Outstanding Team Members with Microsoft Most Valuable Professional Awards
RSM proudly announces the recognition of its exceptional team members through...
Case Study: Transforming Restaurant Operations with Azure Virtual Desktop
The organization, a pioneer in the restaurant industry, is renowned for its award-winning destination restaurants. The company has a rich...
Case Study: Modernizing a Multi-State Clinic with Azure
The clinic, known for its excellence in healthcare, employed over 100 Infectious Disease (ID) physicians across multiple states. Each office...
Copilot Chat in Microsoft Dynamics 365 Business Central
With upgrades rolling out, you don’t want to wait on upgrading your Business Central environment to version 24. If you...
Understanding Azure Nonprofit Credits
Did you know that nonprofits can benefit from annual Azure credits? Qualifying organizations can receive up to $2,000 for production...
Top 5 Things To Know In Government Contracting This Week (June 1 – June 9th, 2024)
Hello readers! As we step into the summer of 2024, the US government contracting sector has seen significant developments. Here’s...
Active Directory (AD) Critical Risk Analysis: Do you know your AD risk score?
In the era of digital transformation, the pivot towards cloud computing has been nothing short of revolutionary, offering organizations scalability,...
Optimizing Retail Operations with Terminal Integration
Watch Video Below: Terminal Integration with Dynamics 365 Payment Connector for Adyen Dynamics 365 Payment Connector for Adyen Integrating physical...
Omni-Channel Payment Management with the Dynamics 365 Payment Connector for Adyen
Watch Video Below: RSM + Adyen Payment Connector – Omni Channel Dynamics 365 Payment Connector for Adyen In the retail...
Streamlining Payments in the Retail Sector
Watch Video Below: Discover how the Dynamics 365 Payment Connector for Adyen enhances retail payment systems Dynamics 365 Payment Connector...
Moving to Cloud Voice – Importance of Discovery
Moving to a modern voice solution can be scary because of the various unknowns, dependencies on legacy hardware, and user...
Outlook for Web; Outlook for Everything!
Teams Chats Are Now Available in Outlook Over the course of the past few months, Microsoft has continuously updated and...
Top 5 Things to Know in Government Contracting This Week (April 13th – 19th, 2024)
Hello readers! Here are the top five things you need to know in government contracting for the week of April...
Top 5 Things to Know in Government Contracting This Week (April 6th – April 12th, 2024)
Here are the top 5 things you need to know in the government contracting space this week: Lockheed Secures $4.1B...
Future-Proof Your Access: Switch to User-Based Authentication Before the Deadline
Before diving into the details of the upcoming authentication changes for the Warehouse Management Mobile App, we highly recommend watching...
Dynamics GP: Will you stay or will you go? Take our survey
Microsoft is sunsetting Dynamics GP yet plans to support it through 2028. Some organizations will stay with the platform to...
What’s New with M365: Quality of Life Updates – March 2024
For many of us, Microsoft 365’s variety of applications make the completion of our everyday workplace tasks possible. Excitingly, Microsoft...
Introducing The New Teams Discover Feed
Microsoft has begun rolling out their New Microsoft Teams application globally. This new iteration of Teams introduces a plethora of...
Ben Vollmer Joins RSM’s Microsoft Practice as Power Factory Growth and Product Leader
Welcome back to the Microsoft community Ben Vollmer! RSM is pleased to announce Ben will be joining the RSM Power...
Upcoming Nonprofit’s Events
Upcoming Event: Explore the future of your board: Digital transformation and risk Join Directors & Boards’ executive publisher David Shaw...
Copilot for Microsoft 365 Community Series – Session #2
RSM is excited to present the second session in our community series on Copilot for Microsoft 365, the AI-powered assistant...
Microsoft Fabric Community Conference
RSM is excited to be a Gold sponsor of the inaugural Microsoft Fabric Community Conference March 26-28, 2024 in Las...
5 Things to Know in Government Contracting This Week — February 26 – March 4, 2024
Here are the top 5 things to know in Government Contracting this week: New Government Contracting Opportunities and Emerging...
SharePoint Embedded: Unleashing the Power of Microsoft 365 Content Management
In the ever-evolving landscape of enterprise applications, SharePoint Embedded recently emerged as a major game-changer for content management. This innovative...
Top 5 Things to Know in GovCon this Week: February 17th-23rd, 2024
Here are the top 5 things to know in Government Contracting this week: Compliance and Regulation Updates: This week,...
Teams Premium Miniseries, Pt. 2: All About Your Brand – Explaining Teams Premium’s Custom Meeting Themes and How to Make Them
Microsoft has officially begun to roll out its suite of new features for Teams Premium. This new toolset brings a...
Welcome to the NEWest chapter of Microsoft Teams!
As we embrace this exciting era, let’s explore what makes the new version of Teams a standout upgrade from its...
Empowering Daily Tasks with Copilot Studio: Integrating AI Solutions
Copilot Studio, formerly Power Virtual Agents, is a part of the Power Platforms suite that offers a solution to integrating...
Copilot for Microsoft 365 Community Series
RSM would like to thank everyone who was able to join the first session of our new community series on...
AI Copilots: From R2-D2 to Jarvis, How AI Technology is Transforming Our Digital Assistants
Welcome to the cutting-edge world of AI copilots, the latest innovation reshaping our interaction with technology in the workplace. These...
2024 RSM Microsoft Events
RSM plays an active role in the Microsoft community across all product areas. We regularly sponsor and attend conferences and...
Utilizing Microsoft Mesh in Teams Meetings
Microsoft Mesh is a new platform that enables immersive and collaborative experiences across multiple devices and locations. With Mesh, you...
Change on the Horizon: WORK Transactions Deprecated in D365 Finance & Supply Chain
We want to ensure you know of an upcoming change to how inventory transactions associated with WORK/inventory movements within an...
Unlocking Opportunities: RSM at the Nonprofit Innovation Hub
Embark on a journey into innovation with RSM! We’re thrilled to sponsor the National Mentoring Summit, an exclusive gathering where...
Strengthen Your Cybersecurity with Microsoft’s New Conditional Access Policies – Act Now!
As your first-choice advisor in the middle market, we at RSM are committed to keeping you informed about the latest...
SharePoint Look Book – Learning Pathways
Have you ever heard of the SharePoint Look Book? If not, there’s no need to worry; you aren’t alone. The...
Microsoft Nonprofit Global Summit
Welcome to the heart of innovation! RSM is excited to participate in the Global Nonprofit Leaders Summit, an exclusive event...
Teams Premium Miniseries, Pt. 1: All About Your Meetings – Intelligent Recap
Microsoft recently introduced Teams Premium, an add-in for the popular communication tool, Teams. This new offering comes with a range...
Unlocking the Potential ROI of AI: A Physics Perspective
Technology has always been a catalyst for transformative growth, and today, Artificial Intelligence (AI) holds tremendous potential to reshape businesses. Like potential...
SharePoint Online Migration Myth Busters: Navigating the Maze
Co-written with William Jones. SharePoint Online, the robust cloud-based collaboration platform from Microsoft, has become the go-to destination for organizations...
RSM & Microsoft – Providing Solutions Through the Art of the Possible
RSM and Microsoft are strategically collaborating to tap into the $10 trillion digital market. RSM, renowned for its end-to-end Industry...
Microsoft Dynamics GP Year-End Close Webcast Series
Event overview Your year-end close doesn’t have to be painful! RSM will help you navigate through all the latest changes...
Microsoft Copilot Dashboard: A Copilot and Viva Collaboration
Microsoft has finally released Copilot to the general audience, and the AI train has been moving full speed ahead ever...
Turning an ask into a task with Microsoft Teams and To Do
When working on multiple projects, committees, organizations, and workgroups we often fall behind on the little things. These simple asks...
Recent IRS change related to filing Year End documents, including 1099s, W2s and 1095-Cs
As we approach 2023 calendar year end, the RSM team would like to make sure you are aware of a...
RSM’s Approach to Content Migration to Microsoft 365
One of the most common challenges that RSM’s clients face is document management. Typically, outdated and disorganized files cause inefficiencies,...
Copilot for Microsoft 365 (M365): M365 Chat First Looks
“Captain’s log, Stardate 77302.3; Chat is now mainstream…” Chatting with a computer used to be science fiction… “Computer, engage.” But...
The New Wave of Teams Premium: Three Invaluable Features Available Now
Microsoft Teams has been heavily utilized across businesses everywhere for a few years, and now that we are in the...
Microsoft Secure Score: What is it and what does it mean for you?
What is Microsoft Secure Score? Microsoft Secure Score is a security analytics tool that helps organizations assess and improve their...
Using the Updates App in Microsoft Teams
Microsoft Teams has changed the way we work and remain productive in the evolving business landscape. Microsoft Teams provides the...
Microsoft 365: Is Your Organization RaMPing UP?
In a rapidly evolving digital landscape, businesses are constantly seeking ways to optimize their operations, enhance productivity, and stay competitive....
Copilot for Microsoft 365 – Outlook Email First Looks
Copilot for Microsoft 365 (M365) was released for enterprise customers on November 1, 2023. The scale of the Copilot for...
Are you ready for Microsoft Copilot?
Written in collaboration with Kaleb Dombeck Your everyday AI Companion Microsoft Copilot is designed to revolutionize how we work, offering...
Now is the time to modernize with Microsoft D365 Business Central
Upgrades and transitioning to the latest versions of ERP software requires meticulous planning and skilled execution by a team of...
New Service Overview: Implementing Microsoft Syntex
Biotech uses automation to simplify data extraction process RSM recently implemented Microsoft Syntex for a biotechnology company specializing in therapeutics....
Power Automate: Streamline and Accelerate Contract Processing
In the fast-paced world of modern business, efficiency and automation have become essential components for success. One area where this...
RSM US LLP Expands Microsoft service offering for Government Contractors with D365 Finance and Supply Chain now supported in GCC High
Washington, DC – RSM US LLP, a leading provider of audit, tax, and consulting services focused on the middle market,...
RSM’s Nonprofit Relationship Management Practices – Activity Update
Giving back. RSM’s Support of our nonprofit and association industry clients. 2023 has been a hectic year for RSM. Here’s...
RSM Presents: New Veeam BaaS Solutions
Are you looking for an easy to use and reliable method for protecting your Microsoft 365 and Azure data? If...
Community Summit NA Conference
RSM is excited to be a sponsor at the Community Summit NA Conference this year October 15th-20th. Please view our...
Community Summit – RSM Speaking Sessions
RSM is thrilled to be a premier sponsor of North America Community Summit in Charlotte, NC (Oct. 15-20, 2023). We...
2023 Microsoft Innovation Summit
Event Overview Event Date: 9/20/2023 Time: 1pm – 4pm ET As a Microsoft user, staying updated with the latest advancements...
Microsoft GCC High Portal URLs
The following list includes all portal URLs for Microsoft GCC High: Microsoft 365 Admin Portal GCC High – office365.us Intune...
On the Path to GCC High: How to Validate Your Organization with Microsoft
In a previous article, we discussed each of the currently available editions of Microsoft 365. These ranged from the base...
Dynamics User Group Northeast Regional Meetup (In Person) – Arlington, VA
Join us at the Dynamics User Group Northeast Regional Meetup, taking place in Arlington, VA! This exciting in-person event, hosted...
Streamline your Systems to Up your Impact: Microsoft Tools for Nonprofits
Thank you so much for joining our sessions! Please find the videos below! May 25th, 2023: A new approach to...
RSM Wins Microsoft US Defense and Intelligence Partner of the Year 2023!
We at RSM, a leading global provider of audit, tax, and consulting services, are thrilled to announce that RSM has...
Revolutionizing Non-Profit Fundraising: Harnessing AI for Hyper-Personalized Donor Outreach Introduction
In the non-profit world, fundraising campaigns are vital in driving positive impact. However, creating compelling and personalized donor outreach content...
Preparing for the transition off Dynamics GP
Is your organization ready to move off Dynamics GP? This short list is meant to assist you in building out...
Microsoft Viva Insights & The “Quiet-Quitting” Concept
The Great Resignation denotes the massive wave of employees who – resulting from the COVID-19 pandemic and other economic factors...
What Satya Nadella’s Top 5 Copilot Features at #MSBuild Reveal about the Future of AI Development
Microsoft Build is a conference highlighting the latest innovations and trends in software development. This year, the conference focused on...
Copilot for Dynamics 365 Customer Service
This blog was originally posted by RSM’s Microsoft MVP, Dian Taylor, here. I am sure you have heard all about...
Accelerating Digital Transformation with the Power of AI using Microsoft Co-Pilot
As businesses continue to embrace digital transformation, the role of AI and machine learning in driving efficiency and productivity has...
Microsoft 365 Commercial, GCC, & GCC High: What are they and how can RSM help?
RSM provides end-to-end, industry-specific Microsoft solutions for thousands of our clients across the world. We are an award-winning Microsoft Cloud...
A new approach to Fundraising – Microsoft Cloud for Nonprofit
As the world becomes more interconnected and technology continues evolving, nonprofits constantly search for new and innovative ways to raise...
Using Data to Better Tell Your Nonprofit’s Story: A Webcast Review
DDS (Data and Digital Services) Leadership recently presented a webcast for nonprofits, Using Data to Better tell your Nonprofit’s Story....
Empowering Nonprofits: How Microsoft’s Cloud Solutions and RSM’s Advisors are Driving Digital Transformation
The nonprofit industry has undergone a significant digital transformation in recent years, with an estimated value of over $50 billion....
Microsoft’s New AI Assistant: Microsoft 365 Copilot
Microsoft recently announced the revolutionary new Microsoft 365 Copilot service, which is poised to help businesses and individuals maximize productivity...
Supercharge Dynamics 365 with Microsoft Co-Pilot
Microsoft Co-Pilot is an AI-powered tool that assists Dynamics 365 users in writing better code and improving productivity. Co-Pilot uses...
Prevent Your Sensitive Data from Being Stored in ChatGPT
Artificial Intelligence and a machine’s ability to mimic human speech has always fascinated humankind. Recently, OpenAI’s artificial intelligence language model...
How Microsoft Dynamics 365 Helps You Navigate the Complexities of Working with USAID
The various sub-groups of the Government Contracting industry each have their own rules, regulations, and standard operating procedures. Contractors working...
3 reasons to replace Dynamics GP now
We know that Dynamics GP will be supported by Microsoft through at least 2028, but many GP customers will start...
Unleashing the Power of Artificial Intelligence for Middle Market Businesses: How OpenAI can drive growth and efficiency
Artificial intelligence (AI) is revolutionizing the business landscape, and it is not only beneficial to large corporations; middle market companies...
Microsoft’s Deadline – Migrating from Microsoft D365 Modern POS to Store Commerce by October 2023!
We are roughly halfway through Q1 2023, and as such the Dynamics 365 Commerce platform continues to evolve at a rapid...
Leveraging Dynamics 365 for Oil Commodity Pricing and Costs
Many energy and manufacturing clients source and consume commodities to manufacture their end products – tracking average daily costs in...
Person-Centered Systems: Part 3
So what have we learned? First, in an increasingly decentralized world, where remote work has become more prevalent, it is...
A Microsoft Packed Toolbox for Grants Organizations
If you have been following my series, “A Microsoft Packed Toolbox for Fundraising Organizations,” found here, you may have anticipated...
Blast Off: Space Products Company Launches their ERP of the future with D365 and RSM
This Photo by Unknown Author is licensed under CC BY RSM, a Microsoft Cloud Solutions Partner and leader in providing...
NRF – Retail’s Big Show – RSM Digital Collateral
RSM is excited to be a sponsor at NRF’s Big Show January 14-17, 2023. Visit our NRF event page As...
Microsoft Announces Intune Premium Suite
At this year’s Microsoft Ignite 2022 conference, the tech giant announced that a new, premium version of their Microsoft Intune...
Network Detective Pro and Cloudockit – For Better Understanding and Protecting Your Cloud Environment
As companies move further and further into the world of online work environments, one of the most dynamic solutions to...
Azure Active Directory and Microsoft Endpoint Manager
This article details the Azure Active Directory (Azure AD) and Microsoft Endpoint Manager (MEM) services. RSM recommends Azure AD and...
Profitability and Contract Performance
Operating in the Life Science industry can bring a variety of challenges around the visibility and management of chargebacks, rebates,...
Contract Management: What it means, What RSM Offers
RSM solves the complex life science revenue management process by handling contract management, chargeback adjudication, rebate, and fee processing while...
Product Configurator Part 2 – BOMs and Routes
Introduction This article is part two of a blog series (you can find part one here) covering the product configurator...
Technology in Manufacturing, Augmented Reality
Introduction The performance of manufacturing is essential to a company’s supply chain. Some of the issues manufacturers face today are...
Power BI November 2022 Update
The Power BI November update was recently released, with many new features and visuals being released. Continue reading below to...
RSM Can Sell GCC-High
RSM provides end-to-end, industry-specific Microsoft solutions for thousands of our clients across the world. We are an award-winning Microsoft Gold...
Is Dynamics GP Going Away?
There has been a lot of confusion about the roadmap for Microsoft Dynamics GP. Several years ago Microsoft shifted Dynamics...
Microsoft Dynamics GP with Nonprofits
Microsoft Dynamics GP allows your nonprofit organization to manage more than just financial statements. With integrated financial management, project accounting,...
Power BI October 2022 Update
The Power BI October update was recently released, and it includes many innovative features. Some of the most interesting highlights...
Nonprofit – Benefits of Human Resources Outsourcing for Nonprofits
HRO: Helping Nonprofits Focus on Mission, rather than Administration Nonprofits often have limited financial and people resources, which can exacerbate...
A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations “A Microsoft Packed Toolbox for Fundraising Organizations” – Part 4 Microsoft Power Apps...
Review of Revenue Contract Management Cycle as it Relates to ERP
RSM is a leading provider of Revenue Contract Management services and software in the Life Science industry. With years of...
Tillamook – RSM Microsoft Client Case Study
Tillamook County Creamery Association is a farmer-owned cooperative based in Tillamook, Ore. Founded in 1909, Tillamook is owned by almost...
Webinar Recap: Managing Transportation Costs with D365 Finance & Supply Chain and RSM’s ProShip Shipping Service Integration
How can a company manage inbound/outbound transportation costs more efficiently? Join RSM to understand what platforms they recommend using to...
TechnoMile – Elevate Conference
We proudly announce that RSM US LLP is the Platinum Sponsor of this year’s inaugural Elevate conference with our partner...
Power Automate – Automatically Move a Note Attachment to SharePoint
Use Case: A user needs to submit a document on the portal by attaching a file to a CRM record....
Webinar Recap: How To Begin the ESG Journey Using Microsoft’s Sustainability Cloud
What is ESG and why is it important? Watch this webinar to understand what ESG is and what it will...
Respiratory Diseases
Respiratory diseases are leading causes of death and disability in the world. About 65 million people suffer from chronic obstructive...
Power BI September 2022 Update
The Power BI September update was recently released, and it’s packed with powerful new features. The top highlights include hierarchal...
Actionable Fundraising & Engagement Insights
Non-profits keeping up with the increased need for analytics to address member engagement, member retention, and more… Using data effectively...
Webinar Recap: D365 Finance & Supply Chain – Landed Cost Module and RSM’s Trade Profiler
Watch as we discuss how the Landed Cost module in Dynamics 365 Finance & Supply Chain can be used to...
Important Update to The Buzz on Dynamics GP Email Functionality & TLS!
This post has been revised as of 9/23/22 to provide the most current information. In January of 2022 Microsoft announced effective...
The Buzz on Dynamics GP Email Functionality & TLS
Update: for the most recent details on this topic please view this post, “Important Update to the Buzz on Dynamics...
Pre-year end close tips and tricks for Dynamics GP
Is it too early to start thinking about year end? Absolutely not. For those of you that have survived the...
Permission Set Changes – How To Avoid Errors After Upgrades
Dynamics 365 Business Central comes with many predefined permission sets, and they are classified as SYSTEM permission sets. You may...
RSM understands Quality Management challenges in the Food and Beverage (F&B) Industry – Part #1
Have you ever found yourself evaluating the nutrition or ingredient information on a product’s label while grocery shopping? Whether this...
Landed Cost Part 1
This article is the first in a series that will seek to educate readers to make the best decisions for...
Excel Power Query and Power Pivot with Dynamics 365 Finance and Supply Chain
Businesses and users will have requirements to combine various data sets for ad-hoc reporting needs. These data sets could include...
Webinar Preview – Managing Transportation Costs with D365 Finance & Supply Chain and RSM’s ProShip Shipping Service Integration
On August 30th at Noon CST members from RSM will present how companies can manage inbound/outbound transportation costs more efficiently...
Field Service: Refrigerant Tracking
Organizations with employees who use refrigerant are required by Environmental Protection Agency (EPA) regulations, under Section 608 of the Clean...
Rapid Verification Model – Industrials
RSM’s rapid verification model (RVM) is a model and philosophy which allows RSM to deliver consistent industry solutions in a...
Webinar: Understanding Asset Leasing in Microsoft D365 Finance & Supply Chain and the Impact of ASC 842
This webinar discusses upcoming lease accounting standards and RSM’s approach to minimizing the compliance challenges along this new road map....
Webinar Preview – How to Begin the ESG Journey Using Microsoft Sustainability Cloud
On July 26th at Noon CST, we will be presenting: How to Begin the ESG Journey Using Microsoft Sustainability Cloud....
User Email Policies in Dynamics 365 Business Central
In the twentieth version of Business Central, the new email setup functionality that was once optional is now the required...
Webinar: Prevedere – Advanced Predictive Planning for Food & Beverage
Planning and forecasting your business future solely on historical data has shown to be a challenge and ineffective in today’s...
Security Filters in Dynamics 365 Business Central
There may be scenarios when you want certain users or groups of users to access specific data in a given...
Evolution of Maintenance – Predictive and Prescriptive Maintenance
Predictive and Prescriptive Maintenance A preventative maintenance strategy is the most commonly used strategy in the food and beverage industry....
Join RSM at Community Summit North America this Fall
Dynamics Communities Summit : Oct 10-13, 2022 We would like to invite you to join RSM at this year’s Community...
Tech Tip: Verify Mekorma Product Keys at Renewal
RSM clients experiencing issues with Mekorma should verify that the updated product keys are applied after renewal anniversary and before...
Changes to Office 365 that will impact Dynamics GP email and workflow functionality
Recently Microsoft announced security changes to Office 365 and Exchange Online. Effective October 1, 2022, Basic Authentication protocols will be...
A Microsoft Packed Toolbox for Fundraising Organizations
Part 3: A Microsoft Packed Toolbox for Fundraising Organizations – Power BI Previous blogs in this series Part 1: Dynamics...
US Government Space Contractors Recognize Rapid Results and Expanded Capabilities with D365 Finance & Supply Chain
Space Contracting is an area of the market experiencing rapid investment and growth. These companies encounter unique requirements related to...
Evolution of Maintenance – Reactive & Preventative Maintenance
Introduction The Food and Beverage industry is challenged with producing safe, high-quality products at the lowest cost while following strict...
Foodborne Diseases
What is a foodborne disease? Foodborne diseases are the result of bacteria, viruses, prions, or chemicals entering the body through...
What to Expect When Moving Ground to Cloud – GP/NAV to D365 Business Central
Is it time for you to move to the cloud? In this webcast, we talk through key decision points and...
Data Driven Production Scheduling
Data driven production scheduling In many manufacturing enterprises, effective utilization of installed capacity is of paramount importance. One of the...
Microsoft Innovation Summit (June 14th)
Event overview As a Microsoft user, you need to stay current with the latest the product has to offer. RSM...
What is Engineering Change Management?
In today’s manufacturing environment, products need to be managed for improvements and issue resolution in an efficient and effective process....
Webinar: Cloud-based ERP – Take IT modernization to the next level
Thu, May 12, 2022 – 1 p.m. EDT | Noon CDT Register Here Event overview IT modernization can provide remarkable...
NFP Industry Event Highlights and Takeaways
As a subject matter expert in the not-for-profit (NFP) industry, attending industry specific events is critical. It gives the RSM...
Sustainability and the Mid-Market Company
For years sustainability has been seen as something that is a personal choice. If an individual is worried about the...
Volunteering with Fundraising and Engagement
A common challenge associations face is not having one common source of truth for all their incoming data. For instance,...
Fundraising: Seize the (Awkward) Moment with Five Simple Steps
Nonprofit organizations are driven to success largely by two factors: individual passion and generous donations. Interestingly, although these two vital elements...
Sales Lead Time
Delivery date control/order promising Order promising is functionality within D365 that saves time by calculating the ship and receipt dates...
Industrials: Warehouse Comparison Webcast
Do you struggle with warehouse efficiencies? Do you struggle with pick, pack and ship processes, barcoding or inventory management? The recorded webcast...
Upgrading to Classic Workspaces in Power BI
Workspaces are areas within Power BI where you can collaborate with colleagues and clients to create a collection of dashboards,...
The Benefits of a Single Platform Solution
Epidemiologists at state and county health departments face several challenges as they embrace cloud applications to conduct disease management. Migrating...
Learn how to Embed with Power BI Embedded
Power BI embedded has been created by Microsoft for Independent Software Vendors (ISVs) who want to embed visuals into their...
Listing Records Related Through an N:N Relationship in Power Automate
N:N relationships can be a great way to identify related records, however, they don’t provide us much value in the...
Microsoft Extended Reality – Remote Assist and Guides
What is Extended Reality (XR)? Extended reality refers to all real and virtual combined environments and human-machine interactions generated by...
Ignoring Null Fields When Mapping Field Values in Power Automate
Automating standardized record creation can save users a great amount of time. Traditionally this is easier using legacy workflows, so...
The Augmented Revolution with Microsoft HoloLens
Take a moment to picture your typical day, from personal life to work, and compare it to how much it...
Staffing firms thrive amid wage inflation and labor shortages
Staffing firms continue to adapt to challenges caused by the pandemic, becoming more agile and tapping into new revenue streams...
Environmental services and the $1.2 trillion infrastructure package
President Joe Biden on Nov. 15 signed a $1.2 trillion infrastructure package—The Infrastructure Investment and Jobs Act—that provides historic funding...
Respiratory Diseases
Respiratory diseases are leading causes of death and disability in the world. About 65 million people suffer from chronic obstructive...
Determine If Records Were Returned From A List Rows Step in Power Automate
Querying for the existence of records is a common requirement. If you are familiar with the ‘list rows’ step, you...
A Microsoft Packed Toolbox for Fundraising Organizations
Part 2: Dynamics Marketing In part one of this blog series an overview was provided of RSM’s engagement with a...
Harvest scheduling: Unique challenges for the produce industry
Today, an effective supply chain has never been more important. Growing transportation costs, evolving weather patterns, and worker shortages can...
Tips on How to Integrate your Event Management Solution with your D365 Accounting System
Not-For-Profit organizations often face challenges retaining and engaging donors in a way that provides the capital necessary to successfully execute...
Harnessing Digital Strategies to Break Down Nonprofit Silos
Modern nonprofits understand that cross-program initiatives are key to promote fundraising efforts, rally volunteers, and reach previously untouchable donor segments....
Leveraging Technology and the Influencer Effect for Nonprofit Advancement
Nonprofit organizations play a pivotal role in the development of stronger, safer communities by providing crucial services that fortify socioeconomic...
How Dynamics 365 Commerce is changing how we shop for our favorite items
After a year of unprecedented disruptions to store operations, a store’s role in merchant strategy is changing and being reinterpreted....
The 3 most asked questions about Dynamics 365 e-Commerce
As the digital retail landscape evolves, new challenges and opportunities are emerging. Microsoft Dynamics 365 e-Commerce is a powerful application...
IT modernization through ERP innovation
IT modernization doesn’t have to mean replacing all of your technology. Modernizing core applications such as ERP can lead to...
User Permissions in Microsoft Business Central
Microsoft Dynamics 365 Business Central has tremendous flexibility in how you can set up permissions. The application provides many pre-defined...
Microsoft releases new Dynamics GP Modern Lifecycle version for year end close
Year-end brings with it many different events… with luck these events will include holidays, family and friends, and fresh starts. ...
Use Different Document Layouts for Customers and Vendors
Did you know that in Business Central you can create custom report layouts and assign them to either your customers...
Capital One Integrated Payables
We have had several requests to assist clients with generating an ACH file out of Microsoft Dynamics GP in the...
Bank Reconciliation Page vs Bank Rec. Worksheet in Business Central
I’ve been hearing that there is some confusion around the bank reconciliation process in Microsoft Dynamics 365 Business Central. It...
Expand your Business Central Account Schedules with the use of Analysis Views
Are you only using the global dimensions in your Business Central Account Schedules? Do you want to expand the Account...
Understanding headless commerce
How Dynamics 365 Commerce can support effective headless commerce Customer buying patterns can change rapidly, and that has become even...
How to create intercompany transactions in Business Central
How do intercompany transactions work in Business Central? I decided to write this blog, as several people have asked how...
Make Reconciling Credit Card Statements and Sweep Accounts easy in Business Central
Make reconciling credit card statements or sweep accounts easy with Payment Reconciliation Journals in Business Central You can use the...
Transform Microsoft Dynamics 365 Finance with Kyriba Payments
Tuesday, October 19th 12pm ET / 9 am PT 1.2 CTP Credits Blossoming companies using Microsoft Dynamics 365 are running...
Exchange Rate Service
The following is a walkthrough of how currency exchange rate updates can be automated in Business Central. FloatRates is a...
Creating General Journal Reversals and Copies in Business Central
Many times, I have been asked about creating reversal general journal entries in Business Central. A lot of people think...
How do you know all journal lines have been posted?
In Microsoft Dynamics 365 Business Central, you create journals for entries such as general journals, item journals, fixed asset journals,...
How to Find All Your Dimension Values on General Ledger Entries
Looking for All Dimension Values on General Ledger Entries Are you using more than just the two Global Dimensions in...
Are You Still Processing Computer Checks from Dynamics 365 Business Central Rather than EFT Payments?
Do you find it difficult to get payments out to your vendors? Many companies have been finding it difficult to...
D365 Reconciliation – Inventory Value (GL and SL on a same page)
While you are waiting to enable the new feature [Inventory Value Report Storage], this blog quickly covers the setup for...
Microsoft’s new intelligent omnichannel solution is here to transform your omnichannel experience
Microsoft recently announced the general availability of their latest cloud-based solution for Dynamics 365 that has the goal of making...
What to expect in Dynamics 365 Business Central’s 2021 Release Wave 2
Yes, it is that time of year again. The next release will be out soon. I am so looking forward...
Are the numbers real? D365 Financial Reporter out of balance trick.
Embarrassed by publishing D365 Financial Statements that do not match the Trial Balance? Do not fear, this simple trick will...
Yeah, say Ledger again. General Ledger > Setup Ledger > Ledger
At a high level, a new D365 company needs to tie certain information together for the company to process any...
Don’t wait to start planning for year end!
Year end will be here before we know it. It is not too early to start planning, and RSM can...
Dynamics Community Summit returns!
RSM is excited that the Dynamics Community Summit (formerly called Dynamics UG Summit) is returning this Fall. This year Dynamics...
Data Management EXPORT, Validate your D365 Chart of Accounts
Microsoft Office Export to Excel usually only shows a few of the fields, but you want to validate all of...
Automated Accounting Part 12, Bank to Bank Transfer Journals
D365 is to post bank transfers in a single journal without using a clearing account if you attempt to post...
Automated Accounting Part 11, Yes, you can actually Post a PO Receipt for Procurement Categories
PO Receipts appears to work just fine when receiving inventory, just doesn’t appear to post anything in General Ledger for...
Automated Accounting Part 10, Foreign Currency Translation & Reval in a Consolidation Company
In a previous blog, we talked about posting foreign currency transactions. Today we are looking at a different angle. We...
Easy Accurate D365 Transactions via Pivot Tables instead of “T” Accounts
This blog provides an accurate and easier alternative to manually preparing “T” accounts from your D365 Vouchers. “T” accounts are...
Automated Accounting Part 9, Foreign Currency Transactions
Our goal today is to post transactions in a foreign currency and automatically record the exchange rate on a transaction....
Payment Reconciliation Journals in Business Central
Did you know you could use the Payment Reconciliation Journals to perform tasks beyond just a simple import of a...
RSM announces the new quarterly Dynamics Innovation Summit
RSM is excited to announce our inaugural Microsoft Dynamics Innovation Summit, which will kick off at 1:00pm Eastern on Tuesday,...
Hot Off the Press, Microsoft D365 2021 release wave 1 plan
Microsoft periodically delivers automatic Dynamics 365 Updates. This keeps your ERP system up to date with the latest and greatest...
Automated Accounting Part 8, Interunit-debit & Interunit-credit (… Balance Sheets by BU)
Our business scenario today is automating balancing of a Financial Dimension: Business Unit. We have decided to proceed using a...
Automated Accounting Part 7, Fixed Asset Proceeds on Cash Flow Statement
Today we will look at the Sale of Fixed Assets and how to separate the disposal on the trial balance....
Automated Accounting Part 6, Entangled Customers and Vendors
Now, why would we want to do that? This is an introductory setup for processing D365 Intercompany Purchase and Sales...
What’s new with the Sales Accelerator
The Sales Accelerator is part of Dynamics 365 Sales and to get access to it you’ll need to have a...
Automated Accounting Part 5, Intercompany Customer Payments
Today we will expand on the last post in the series by adding functionality for Recording Cash Receipts in one...
Check order status with Power Virtual Agent and Power Automate
I get a lot of requests where my prospects want Power Virtual Agent to be able to answer questions about...
What is a work order?
A work order is a request for a technician to be scheduled to complete a task or a job. The...
Don’t be afraid of Father Time. D365 Year End Close.
The short and sweet Year-End Close creates beginning balances for the new year’s Trial Balance. There is no need to...
Updated Dynamics GP Roadmap
On July 8, 2021 Microsoft released the below updated roadmap for Dynamics GP. We are excited to see Microsoft’s commitment...
Why you should consider adding multiple pickup methods for customers shopping at your retail establishment
Retail is ever-changing and evolving, becoming more manageable and more frustrating at the same time. In 2020, when the Covid-19...
Part 1: Sale of Service Agreements
Industrial sector companies often produce and sell products that need servicing over time. These services could include routine inspections and...
Automated Accounting Part 4, Intercompany Ledger Journals
Today will focus on automating Intercompany Ledger Journals. We want D365 to automatically fill in the related Intercompany Receivable and...
Automated Accounting Part 3 – Inventory Posting Profiles, Production Orders
Today we will be bridging the gap between the Purchase and Sales Orders and dive into the Inventory Posting Profiles...
New Master Planning Optimization Add-in for D365 Supply Chain Management
We all know that Master Planning is extremely helpful in facilitating companies’ important information such as raw material availability, capacities...
Microsoft to Launch New Cloud Promotion for Legacy Customers
On September 1, 2021, Microsoft will launch the Bridge to the Cloud promotion through the Cloud Solution Provider (CSP) program....
Working Remotely with Microsoft Dynamics GP
Covid restrictions may be starting to lift around the country, however, according to a recent survey only about 1 in...
Microsoft Throttling in D365 Finance and Supply Chain
Microsoft is enabling throttling on oData and custom web services to D365 F&S, which will require investigation by all D365...
Automated Accounting Part 2 – Inventory Posting Profiles, Sales Orders
Today we will be reviewing automation of accounting for Sales Orders. We want D365 to automatically code the following journals:...
Automated Accounting Part 1 – Inventory Posting Profiles, Purchase Orders
So, what are posting profiles? They are the Dynamics 365 configuration of automatic transaction journal entries. These setups are the...
Offline Warehousing with Dynamics 365 Supply Chain Management
Many organizations need to run mission-critical processes around the clock without interruption. Cloud and Edge scale units enable manufacturing and...
Scribe Online Adapter convert to Azure AD – Client Credentials
Prerequisites D365 online Scribe Insight 7.9.5 or newer Scribe Adapter for Microsoft Dynamics CRM 562 HF 14 Azure AD App...
Your super user is leaving, now what?
There is a reason organizations ask for two weeks’ notice. When a key resource decides to leave an organization, a...
Dynamics GP – Payables Trial Balance Reports Missing Vendor Invoices after GP18 Update”
Several of our clients noticed some vendor invoices not yet paid had dropped off the aging reports after updating to...
Microsoft Dynamics GP – Error on Payroll Tax Filing Status
When running the Payroll Calculate Checks process in Dynamics GP, you receive an error: “The tax filing status record for...
Microsoft Dynamics GP Permission Errors Running Reports After Upgrading to GP 2018 & GP 2016
You’ve just recently upgraded Dynamics GP, and when running a report, you receive the error: “Not privileged to run this...
Use Different Document Layouts for Customers and Vendors in D365 Business Central
Did you know that in Business Central you can create custom report layouts and assign them to either your customers...
Management Reporter – DataMart Rebuild & Reconfiguring Change Tracking
If you’ve discovered missing or bad data on your Management Reporter reports or have some other reason that you need...
Microsoft Dynamics GP – Error “Asset ID is required.”
The user attempted to delete a Fixed Asset in GP and received an error message that the “Asset ID is...
More Information on the Banking Updates to Business Central in the 2021 Wave 1 Release
As I mentioned in my last blog about Business Central, there are some exciting updates for bank reconciliation in the...
Microsoft Dynamics GP – Error Opening Customer/Vendor Consolidations Window
You’re receiving the following error when trying to open the Customer/Vendor Consolidations window, “Your previous transaction level posting has not...
Connection Options for getting Dynamics 365 Sales Data into Power BI
Microsoft Dynamics 365 Sales is a model-driven app that enables users to build strong relationships with customers, discover insights to...
Setup and configuration for Engineering change management functionality – Part 1
How many times have you had users in the system who make unauthorized changes to a released product that caused...
What’s planned for Business Central in the 2021 Wave 1 Release?
I am so excited for the next wave release. I think you will agree that these are fantastic updates to...
Dynamics GP Payroll – New Federal Filing Status Options
In 2020 Microsoft rolled out some new Federal Filing Statuses for Dynamics GP Payroll. The 5 new filing statuses that...
How Do I Set a Lookup in the CDS/Dataverse Connector? You Don’t!
Last year, Microsoft released a new Common Data Service Connector aptly suffixed with ‘(Current Environment)’. Though the connector gave us...
Master Planning Item Coverage – Part III
Previously, we discussed the coverage groups in Master Planning and went through the other tab of the form. In this...
Previewing Azure Purview
What is Purview? We are going to be talking about Azure Purview in this post. No, that is not a...
Dynamics NAV/Dynamics 365 Business Central Remove Access to General Ledger Entries with standard Permission Sets
“…But they shouldn’t be able to see General Ledger details.” If you’ve implemented Dynamics NAV/D365 Business Central you’ve heard that...
Dynamics 365 CE Bulk Delete Duplicate Records with Power Automate
Duplicate Detection rules in Dynamics 365 Customer Engagement (CE) are great for preventing duplicates, but aren’t helpful once you already...
Security and Controls for Dynamics GP
Fastpath and RSM Do you question if your GP environment is actually secure? Do you wonder if users have unauthorized...
RSM & Emburse Partnership Announcement
We are excited to announce that we are now partnered with Emburse, the market leader for expense management and accounts...
Getting to know our MVPs – Dian Taylor
Becoming a Microsoft MVP takes a lot of time and discipline with a dedication towards supporting the business applications community...
Getting to know our MVPs – Seth Bacon
Seth Bacon had a busy year in 2020 with one of his many accomplishments being named a Microsoft MVP for...
Master Planning Item Coverage in Dynamics 365 Supply Chain Management – Part II
Last month we discussed the coverage groups in Master planning and went through its General tab. In this article, we...
Master Planning Item Coverage in Dynamics 365 Supply Chain Management – Part I
Master planning in Dynamics 365 Supply Chain Management can be confusing for those who are learning to use it for...
Top 5 Features of Microsoft D365 Commerce – e-commerce and One Functionality Gap
Since before Microsoft’s e-commerce platform became generally available RSM’s team has been leading the way in developing with Ste Michelle...
Azure Express Route Considerations
Middle market organizations are deploying Azure Express Route to provide reliable, low latency connections between their primary office(s) – where...
Time to Prepare for Regulatory Reporting to the IRS
It is that time of year again where we start thinking about preparing for our year end closes and generating...
Take your fundraising beyond Giving Tuesday
While we have just finished up with Giving Tuesday, it is just a reminder of how much fundraising impacts your...
Are You Ready to Close Your Fiscal Year?
Many companies will have a fiscal year that closes on December 31st and will need to process their year-end close activities. ...
Dynamics 365 for Operations: The numerous uses for project contracts is staggering
Blog Series Part 5 – Contract Progress Billing Rule As you may recall, in Part 3 of this series I...
What’s New in Dynamics GP? October 2020 Release Features
With the most current release of Microsoft Dynamics GP that came out last month, many new and exciting features and...
Grow Customer Relationships at Scale with ERP data and Customer Insights
Use your ERP for customer discussions Omni-channel retailers capture customer data across transactions and online ad and web engagement. Using...
Power Automate CDS Option Sets: Where are my labels?
Microsoft has positioned the CDS current environment connector as the one to use and that connector has given us a...
Planning Optimization in Dynamics 365 Supply Chain Management
For those of you involved in running Master planning in Dynamics 365 Supply Chain Management, you know the drill: schedule...
Power Automate Date Filtering on Today’s Date
Using Power Automate I often need to filter records based on date to find only those matching a certain date....
Microsoft Dynamics Fundraising and Engagement – Part 2
This is the second blog in a series devoted to Microsoft Dynamics Fundraising and Engagement. The first blog introducing this...
New IRS form 1099-NEC: What it Means for Dynamics GP
The IRS has released a new form 1099-NEC (non-employee compensation) which replaces using Box 7 of the 1099-MISC form from...
Microsoft Dynamics Fundraising and Engagement is released!
Microsoft recently included Fundraising and Engagement as part of its Dynamics 365 offering for the Not For Profit community. This...
The Miami Heat are using Microsoft technology to change the customer experience
As the Miami Heat march through the playoffs, their fans hang on every shot, dunk, and block. Microsoft technology has...
Power Automate Flows: Adding Properties to Arrays
Recently, a client requested something in their Business Central integration: Show us the company for each record you are integrating....
How to embed PowerApps into Dynamics 365 Dashboards
Dynamics 365 is already a robust suite, but what if you could get access to your data faster and in...
Dynamics GP Technical Support Alert, Word Template and eOne SmartConnect Errors
Many of our clients have recently reported receiving errors in Dynamics GP & eOne’s SmartConnect related to a recent Microsoft...
RSM’s National Dynamics GP Support Moves to World-Class Service Now Platform
Are you experiencing delays getting support from your Dynamics GP solution partner? If so, wait no longer. RSM’s National Dynamics...
Webinar – Connect your supply chain and deliver amazing customer experiences
Optimize operations and engage customers with Microsoft Dynamics 365 October 7, 2020 2:00 PM Eastern Time (11:00 AM Pacific Time)...
Common Data Service (Current Environment): Now Outside of Solutions!
Have you been working hard on your Power Automate Flows for CDS/Dynamics 365 Sales outside a solution only to find...
Add Dynamic Hyperlinks in Emails Sent by Microsoft Power Automate
Microsoft Power Automate is a powerful tool with many capabilities to help automate your business processes. By using Microsoft Power...
Dynamics Users: Migrate to the Cloud for Free
Has the sudden switch to full-time remote work had an impact on you and your organization? Well, Microsoft has now...
Extend the Life of your Dynamics GP Solution
Two key reasons a company usually decides to change their accounting system are 1) for better financial reporting and 2)...
Using the new Views functionality in Dynamics 365 Finance and Supply Chain Management
Recently, Microsoft introduced additional personalization functionality in Dynamics 365 Finance and Supply Chain Management that is a total game-changer for...
Dynamics 365 for Operations: The numerous uses for project contracts is staggering
Blog Series Part 4- Milestone Contract Billing As you may recall, my previous blog, Part 3: Project Contracts, showed you...
Empowering Web Authors: Dynamics 365 Commerce
With the launch of Microsoft’s digital commerce solution earlier this year, the options for hosting e-commerce stores have expanded. An...
Making the Case for Better B2B E-Payment Processing
New fintech trends are constantly emerging. This can make it difficult to determine which ones are necessary and which are...
Sales and Purchase Agreements in Dynamics 365
First of all, let’s not confuse this topic with trade agreements – which is a very common form that many...
Dynamics GP – Stay or Leave?
With the recent increase of attention on the Microsoft Dynamics 365 lineup of cloud applications, my clients often ask me...
Customer Rebates in Microsoft Dynamics 365
Any company that sells products or services to another company usually will offer some kind of incentives at one point...
Dynamics 365 for Operations: The numerous uses for project contracts is staggering
Billing Rules When using project contracts, you have the capability to set up billing rules on the contract. Billing rules...
How to use Parse JSON on SQL Stored Procedure results in Microsoft Power Automate
Microsoft Power Automate can parse the results of a SQL Stored Procedure from an On-Premise SQL Gateway connection, but it...
Project Service Mobile Time Entry Blocked
A client using Dynamics Project Service Automation (PSA) recently highlighted a Time Entry issue. Users on the mobile version of...
Before You Build: Business Central & Power Automate Flows
Microsoft Flow (now under the Microsoft Power Automate umbrella) is a powerful workflow tool that gives you the ability to...
Person-Centered Systems: Part 2, Multi-channel Communications
In last week’s blog we discussed the idea of using a Person-Centered approach to designing your CRM system and the...
Dynamics 365 for Operations: The numerous uses for project contracts is staggering
Blog Series Part 2 – Creating Project Contracts When creating a project in D365 F&O, the system requires that a...
Microsoft Field Service Schedule Board Report
A frequent request by clients is to provide schedule board details when you go to a daily or weekly view...
Dynamics 365 for Operations: The numerous uses for Project Contracts is staggering
Blog Series Part 1 – Building foundational knowledge I started with RSM about 3 months ago and found that there...
Field Service Scheduling – The Road from Manual to Automated Scheduling
The purpose of this blog is to explain the concepts of Microsoft Dynamics 365 Field Service Scheduling and to provide...
Learning the Microsoft Dynamics GP Table Structure
Whether you are the IT person, a GP power user, or both and tasked with extracting/importing data into or from...
Person-Centered Systems: Part 1
As we continue to acclimate to the new normal of decentralized work, many find themselves running into the same familiar...
Microsoft Teams Live Events Offers Affordable Solution to Nonprofit Organizations
As the COVID-19 pandemic continues, strategies employed by governments to slow the spread of the virus have massive impacts on...
Latest FSLogix release simplifies remote logins for Microsoft VDI admins
Organizations that are equipping remote workers with Virtual Desktop Infrastructure (VDI) are finding that leaps in technology change can roll...
Microsoft Dynamics GP Security Access Processing POP Returns
After years of working with Dynamics GP, I recently encountered one of those unusual security settings that made no sense....
Top 4 Management Reporter Issues
I have been working with Management Reporter (MR) for over 10 years and understand the frustration many of our customers...
Dynamics GP Error – “This Transaction is Being Edited by Another User”
You’re trying to open an unposted transaction in Dynamics GP and receiving an error “This Transaction is being edited by...
When a SmartList returns no data and Dynamics GP does not provide an error message
One of the most common issues reported to the RSM Dynamics GP Help Desk is when a SmartList returns data...
Audio Conferencing in Microsoft Teams
In the current working environment that we are in, we are getting quite a few requests for Microsoft Teams conference...
Dynamics GP Error – “This Document Cannot be Marked for Voiding. It Has Been Either Partially Applied or is on Hold.”
This error is one we see come across our support desk a lot. A user attempts to void a document,...
Updates to M365 Licensing – April 2020
The licensing world at Microsoft is always a challenge for our customers to keep up with, as new products, features...
Dynamics 365 Customer Service: KB Automatic Filtering
I ran into a feature the other day that I thought would be worth writing an article about. This feature...
Dynamics GP Error – “You don’t have security privileges to open this window error message. Contact your system administrator.”
How often does one of your GP users receive a permissions error when trying to access a specific window in...
Dynamics 365 – 2020 Release Wave 1 | Updates
I wrote a total of three articles on the 2020 Release wave 1, which can be found on this blog....
Dynamics GP Login Issue – “This login failed. Attempt to log in again or contact your System Administrator”
Are you having trouble logging into GP? Are you entering your GP User ID and Password and receiving the below...
Dynamics 365 – 2020 Release Wave 1 | Part 3
On January 27 of 2020 the release notes came out for 2020 Release Wave 1 for Dynamics 365 and the...
Dynamics 365 – 2020 Release Wave 1 | Part 2
On January 27 of 2020 the release notes came out for 2020 Release Wave 1 for Dynamics 365 and the...
10 things to consider when relying on Microsoft Teams for the remote worker
Remote working is here to stay (for a while). While most of us are adapting to video calls, pictures of...
Dynamics 365 – 2020 Release Wave 1 | Part 1
On January 27 of 2020 the release notes came out for 2020 Release Wave 1 for Dynamics 365 and the...
New Dynamics 365 Feature – Mass Reversal for Multiple Documents
If you’ve seen the default dashboard for Dynamics 365 since version 10.0.7, you may have seen a new tile called...
Cannot access this report because the dictionary containing it is not loaded in Dynamics GP
Have you ever gone to print a report in Dynamics GP and receive the error ‘Cannot access this report because...
Enhancements to Microsoft Teams to foster further collaboration while working remotely
We’re in unprecedented times during this COVID-19 pandemic and it has forced many businesses to shift to a remote working...
Dynamics GP Correcting 1099 Tax Type
At some point throughout the year, you may discover that a vendor has been set up in GP with the...
Unknown Dictionary Error in Dynamics GP
One of the most common errors we receive on our help desk is the “Unknown Dictionary” error, usually occurring when...
Social Listening with Microsoft Power Platform
Social Listening with Microsoft Power Platform Hi. I’m George Casey, and I’m talking to you from RSM’s Technology Experience Center...
Embracing Technology to Work Remotely with Microsoft Teams
Many companies are now discovering the flexibility of working remotely. For many of us, this has become part of our...
Using Microsoft AI Builder for Object Detection
Using Microsoft AI Builder for Object Detection Hi, I’m George Casey here at the RSM Technology Experience Center in Denver...
Leverage Dynamics Remote Assist with Field Service
Have you ever had a technician working out in the field that was not able to complete the work due...
Building a Microsoft Virtual Agent for Customer Support
Building a Microsoft Virtual Agent for Customer Support Hi, I’m George Casey here at the Technology Experience Center in Denver,...
Microsoft Power BI Key Influencers for Housing Data
Microsoft Power BI Key Influencers for Housing Data Hi, I’m George Casey and I’m at the RSM Technology Experience Center...
Enrollment to RSAT 101
During my initial experience with the Regression Suite Automation Tool (RSAT) in training, I felt overwhelmed and confused. Coming from...
Facial Recognition Sign In with Microsoft Power Apps
Facial recognition sign in with Power Apps Hi, this George Casey and I’m here in the technology experience center....
Additional Color Coding in Dynamics 365 Field Service Schedule Board using Emoji’s
Have you ever needed additional color-coding functionality in Dynamics 365 for Field Service other than system status and priority color-coding?...
Dynamics 365 Customer Engagement User Security Role Report using XRMToolbox
In Dynamics 365 Customer Engagement (D365 CE) there is an out of box report called “User Summary”. This report can...
Create Late Time Entry View
A Project Service client recently came to me asking for help making sure their team recorded their Time Entries within...
Dynamics Project Service Order Set to Read Only
I recently encountered a simple issue while working in Microsoft Dynamics Project Service to automate the creation of Project Contracts,...
Dynamics 365 Project Service Time Entry Greyed Out
I was configuring Dynamics 365 for Project Service for a client and noticed an issue with time entry. Users could...
Dynamics 365 Project Service Rounding Time Entry Duration
A client recently asked if it was possible to round their user’s time entries to the nearest quarter hour. After...
RSM on Bob Scott’s VAR Stars 2019
RSM has been selected as a member of the Bob Scott’s VAR Stars for 2019, a group of 100 organizations...
Asset Management for Dynamics 365 Supply Chain Management – Setup Areas for Assets
In our continuing series on Asset Management, we will now discuss more of the detailed functionality and setup of assets....
Living the regression suite automation tool life
Written in cooperation with William Sumner. For the past couple of months, we have been working with Latha and the...
Satya Nadella NRF Keynote Video
As a Microsoft partner, RSM and Microsoft work closely together to showcase how Microsoft technologies can positively impact the growth...
Asset management module introduced for supply chain management
The latest release of Microsoft Dynamics Supply Chain Management, available as of October 1, includes a new Asset Management module....
Understanding Private Channels in Microsoft Teams
What is a Private channel? Private channels in Microsoft Teams have long been a top requested feature in Teams user...
Power Virtual Agent & Power Automate
This week I was playing around with Power Virtual Agent and Power Automate. I needed to demo a virtual agent...
Dynamics 365 Field Service – Rejecting a booking
Field Service is a great tool for companies that send out remote workers, but what happens if that remote worker...
Dynamics Field Service, Project Service & Sales
If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the...
Adding Components to Unified Interface App(s)
Now that Microsoft put an expiration date on the legacy interface I thought it would be time to write a...
Customize Opportunity Close Dialog Box
After the October 2019 release wave, system administrators now have the ability to customize/configure the Opportunity Close Dialog box without...
Nested Grids in Dynamics 365
I came across this little gem when I was playing around with subgrids in Dynamics 365. We all know we...
Inventory Transfers using the Inventory Dashboard
In this post I’m going to discuss how to use the previously created Inventory Dashboard to perform and inventory transfer,...
What I learned attending Dynamics 365 Saturday in Lawrenceburg, IN
Last August I attended the Dynamics 365 Saturday event in Lawrenceburg, IN. The event was packed with talented subject matter...
Dynamics 365 CE Multiple Entity Rollup Field with Power Automate
Out of the box rollup fields are very useful in Dynamics 365 Customer Engagement, but have limitations such as the...
How to Prevent Infinite Loops in Power Automate Flows for Dynamics 365 CE
A common issue with using Power Automate Flows on Dynamics 365 CE records is inadvertently causing infinite loops. The workflows...
Dynamics 365 CE Synchronize User’s Bookable Resource Time Zone
The Bookable Resource record is scheduled according to the time zone selected on that record within Dynamics 365 CE. This works...
Video – Dynamics 365 Commerce and Connected Store
With the recent announcement of the new Microsoft Dynamics 365 Commerce and Connected Store solutions, we felt it would be...
Microsoft Dynamics 365 Commerce – Ste. Michelle Wine Estates story
Microsoft recently announced a new commerce platform, Microsoft Dynamics 365 Commerce. Built on Microsoft’s retail solution, this new commerce platform...
Transitioning to Unified Interface
Using an existing environment to validate your legacy web client app with the Unified Interface This blog shows you how...
Show in which warehouse work order products are available on the Field Service Mobile App
Overview Field technicians probably want to know where the products they need (to complete a work order) are located so...
Microsoft D365 Finance and Operations New Hire Class of 2019
This summer, RSM is hosting its biggest Microsoft D365 Finance and Operations training class of almost 60 people. Over a...
Making Sense of How to Set Up Product Attributes in Dynamics 365 for Finance and Operations
Overview I do a great deal of training in Dynamics 365 for Finance and Operations and nothing seems to confuse...
Dynamics 365 Field Service Inventory Dashboard
Field technicians that have to go onsite and perform repairs and/or installations, have to keep track of what they have...
Using Real Time Workflows as Security
Problem A while back I had a customer who wanted to prevent certain users to re-open a won opportunity in...
Auto Number Fields for Dynamics Customer Engagement
Dynamics 365 for Customer Engagement auto-creates unique ID’s for certain records types out of the box, for instance orders, cases,...
Introduction to Microsoft Dynamics 365 for Retail
With 89% of customers desiring a unified experience across channels, the pressures on retailers are growing. The need to engage...
Dynamics 365 – 2019 Release Wave 2 | Part 2
On August 2 the release wave 2 features for early access became available. I am super excited to discuss some...
Email account isn’t configured with Dynamics 365 error
Problem Last week I had an issue with the Dynamics 365 for Outlook App. I had connected outlook to my...
Dynamics 365 – 2019 Release Wave 2 | Part 1
On August 2, 2019 the release wave 2 features for Dynamics 365 CE early access became available. I am super...
Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation
Overview In this article I am going to explain how we can setup a mailbox in exchange and tie that...
Dynamics 365 Customer Service – Automatic Case Assignment
In this article I am going to explain how we can use workflows to assign cases to a team in...
Harness your data: Dynamics 365 Artificial Intelligence combined with Dynamics CRM empowers strategic action
The hard work is over. You’ve implemented the system; you’ve amassed a hefty set of data. Microsoft Dynamics 365 Artificial...
The Benefit of eLearning
“The only thing worse than training your employees and having them leave is not training them and having them...
Microsoft Dynamics 365 CRM | Who “owns” the Business Applications within the Organization?
Overview Every organization has this discussion at some point in their journey and has to determine its own answer to...
Dynamics 365 App for Outlook shows Dashboard vs Contact/Lead Pane
Problem One of my coworkers reached out to me last week to see if I knew why a dashboard was...
Financial Period Close Configuration – Get the Most Out of Your Financial Period Close Workspaces!
Overview Utilizing the Financial Period Close workspace in Dynamics 365 Finance and Operations requires that you first configure the financial...
The Power of Project Stages
Anybody who has worked with project management and accounting in Dynamics 365 and has set up a project, knows that...
Filtering Dynamics 365 CE Fields in Flow
Overview: Microsoft Flow adds a lot of new functionality for Dynamics 365 CE beyond the capacity of workflows. One exciting...
PowerApps – Saving Digital Signatures to OneDrive
Capturing digital signatures in a Microsoft PowerApp may be a key piece to your clients business, but how do you...
12 Key Components of the PowerApps Visual Designer (D365 CE Example)
Microsoft PowerApps is a product created to help you build your own applications with little code or need for software...
Dynamics 365 and Common Data Services licensing changes
From your monthly phone bill and Netflix subscription to your car insurance and monthly rent, the amount you pay for...
Finding Missing Accounts in Management Reporter
Overview A common complaint at month end is that it’s hard to find what accounts are missing in Management Reporter. ...
Utilize Dynamics 365 for Mobile
If you want to be able to utilize Dynamics 365 for mobile as you might already you, you’ll need to...
Microsoft Dynamics GP – SmartList Displays SOP Returns as Negative Numbers
Recently I have had a few inquiries about how SmartList displays and exports SOP return documents. Have you ever noticed...
Stop, Collaborate, and Listen with Microsoft Teams
Microsoft Teams brings together communication threads, chat, video meetings, file storage, and application integration. Like many Microsoft products, it is...
RSM recognized as innovation award finalist by United Fresh
RSM’s CLEARthru was recently announced as a finalist in the Best New Food Safety Solution category for United Fresh Produce...
Microsoft Dynamics GP: The Disk is Full Error
You have just logged in to Dynamics GP, and attempt to open one of the menu options and receive an...
Which reporting tool do I use in Microsoft Dynamics GP? (Continued)
Report Writer and SmartList In my last post I provided some basic conditions to consider in determining which reporting tool...
Dynamics 365 webcast series: Leveraging applications in Microsoft Dynamics 365
Having trouble managing multiple users and teams in Microsoft Dynamics 365? Do your users feel like there are too many...
Using Search in the Microsoft Cloud
Moving your enterprise content to the cloud allows you to capitalize on an underused (or underappreciated) tool of Office 365:...
Why Chief Operating Officers are turning to Microsoft Dynamics 365 for Finance and Operations
In this video, you’ll see how Microsoft’s Dynamics 365 for Finance and Operations can play a critical role in...
Dynamics 365: Enhanced Service Level Agreements, a quick setup guide
Overview Service Level Agreements (SLAs) are typically used on Cases to track different things whether it’s a Customer Service response...
Integration Manager and Default Distribution Accounts
Overview Users new to Integration Manager (or just rusty) often contact the RSM Dynamics GP National Help Desk with questions...
Trouble Getting SafePay to Read the Account Number in Dynamics GP
Have you ever had issues with Dynamics GP’s Safepay reading your bank account number? One of the most common issues...
Improving the customer experience on the Help Desk Performance Management: Part I – Service Level Agreements
Measuring the performance of your firm’s help desk is an integral part of understanding your client’s needs. In fact, in...
Microsoft Dynamics 365 April release
The April 2019 upgrade for Microsoft Dynamics 365 (D365) has a multitude of new and improved features. One of the...
Dynamics GP – 7 Things You Should Know About the Reports Dictionary
After many years of consulting and supporting Microsoft Dynamics GP, many customers still rely heavily on their Dynamics GP modified...
GeoCoding records in Woodford for the Field Service Mobile app (Built on Resco)
There is a powerful tool in Woodford called GeoCoder. This is an easy way to easily populate the Latitude and...
Mapping your warehouse and product inventory data for the Field Service Mobile App.
Overview The Field Service Mobile and Resco CRM Mobile apps are very powerful and have a lot of great functionality...
Management Reporter: Reports are not updating with the correct amounts, or at all
You are running your financial reports in Management Reporter Report Designer but the reports are not updating with the amounts...
Management Reporter: Report Queue stuck in Dynamics 365
Your customer calls you and lets you know that they are running reports for month end in Management Reporter Report...
Benefits of Customer Service Form for Non-Retail Dynamics 365 for Finance and Operations Users
Overview I’m often asked about the easiest way to find information about customers in Microsoft Dynamics 365 for Finance and...
Rework Batch Orders in Microsoft Dynamics 365 for Finance and Operations
This article will discuss reworking a batch order in Microsoft Dynamics 365 for Finance and Operations. Before we get started,...
Pre-cut melons still on the shelves or in your fridge, but how do you know if it was part of a recall?
Overview: This time it’s a Salmonella outbreak linked to 93 people so far.1 Caito Foods recently recalled pre-cut watermelon, honeydew...
Understanding Workspaces in Microsoft Dynamics 365 for Finance and Operations
There are several navigation options you can use in Dynamics 365 for Finance and Operations to arrive at the same...
Microsoft Flow: Copy Email Attachment to OneDrive for Business and Approve Copy to SharePoint
Overview Microsoft Flow enables the ability to automate tasks across a multitude of business software’s. This is possible using connectors...
Microsoft Dynamics GP: How to Eliminate Multiple W2 Forms When There Are More Than Two Local Taxes Withheld
Now that W2 season is in the rearview mirror, it is a good time to reflect on the challenges we...
SmartConnect Error Fixes for Dynamics GP 2018
Overview: Recently, while importing data into Dynamics GP 2018, using SmartConnect, I ran across some error messages. My first instinct...
Ready for the Close-Up: Making the Most of Software Screenshots
Whether it’s for technical support help, user documentation and training, or our own reference, we all take software screenshots occasionally....
Playing Well with Others: Budget Plans and Financial Report Designer in D365FO
Microsoft Dynamics 365 for Finance and Operations (D365FO) has a powerful Budget Planning feature set that allows organizations to build...
Batch Attribute Pricing in Microsoft Dynamics 365 for Finance and Operations
Have you ever gone to a specific grocery store to buy fruit and vegetables because you knew their quality was...
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
While working in the Dynamics GP Service Call Management module, the user received the error message, “You may not complete...
Creating direct ship delivery (DSD) POs in D365
Overview There are times when a retailer may need to create direct ship delivery (DSD) purchase orders in mass, such...
5 Tips on How to Succeed with Your ERP Implementation
Implementing a sophisticated ERP system for the first time is a lot of work. It can also be complex for...
Using Retail Allocations in D365
Overview Allocations and pre-allocations are common business processes in the retail industry for moving product currently in the distribution center...
Duplicate SQL job “Remove Posted PJOURNALs” and the havoc it can unleash
Dynamics GP has a very important SQL job that cleans up records in a table called PJOURNAL. Without this job,...
Dynamics 365 – Where did my apps go?
One of the best features that Microsoft has released in the last couple of years is the ability to make...
Microsoft D365 for Finance and Operations in Retail
When you start a retail business there are many challenges and it involves many, many decisions; where/how will you sell,...
PowerPoint and Prezi: Presentation Delivery with Unique Styles
Overview Throughout most of my career and in college, most of the presentations I’ve designed, or used to present to...
Handling Trade Allowances in Dynamics 365 for Finance and Operations
Overview In a previous article, we discussed what a Trade Allowance was in Dynamics 365 for Finance and Operations (D365) and...
Dynamics 365 for Retail and the Omnichannel Experience
Overview Retail is an industry that is constantly changing, and retailers must also understand trends in order to keep their...
Part 3: Three compelling reasons to consider Microsoft Dynamics 365 Business Central
If your current ERP is several versions behind and you don’t want to go through the painstaking processes of upgrading...
Retail Catalog Approval Process with Workflow
Overview The retail catalogs in Microsoft Dynamics 365 for Finance and Operations (and Dynamics 365 for Retail) allows you to...
Solving an Excruciatingly Long GL Import
Steve Endow, owner of Precipio Services, has done a fair amount of volume testing of imports to Dynamics GP and...
Part 2: Three compelling reasons to consider Microsoft Dynamics 365 Business Central
Many companies quickly grow out of their business systems. They often have siloed systems, duplicate data, manual processes, insufficient reporting...
Tips for Effective Virtual Software Demonstrations
Have you been given the task of presenting your company website or specific software to a client or vendor? Is...
The Basics of Trade Allowances in Dynamics 365
FOR DYNAMICS 365 FOR FINANCE AND OPERATIONS Overview: The managing of trade allowances in Dynamics 365 for Finance and Operations...
Part 1: Three Compelling Reasons to Consider Microsoft Dynamics 365 Business Central
Are you looking for a new Enterprise Resource Planning (ERP) Software or have an older version of Microsoft Dynamics NAV?...
Configuring User Options in Dynamics 365 for Finance and Operations
Overview: Out of the box, Microsoft Dynamics 365 for Finance and Operations has a number of personal option features that...
Personalizing your Dashboard Tiles in Microsoft Dynamics 365
Overview: Out of the box, Microsoft Dynamics 365 provides a comprehensive visual arrangement to help you navigate and find data...
It’s All About You: Audience Considerations for eLearning
Creating a great self-paced training experience depends significantly on identifying and understanding the audience that you are expecting to take...
Creating a work order from an opportunity in Dynamics 365 for Customer Engagement (yes, with opportunity products!!!!)
Users were always able to convert an opportunity to one or multiple work orders, but if the opportunity had opportunity...
Route Scrap for Manufacturing in Microsoft Dynamics 365 for Finance and Operations
One of the more complex screens in the Production Control module in Microsoft Dynamics 365 for Finance and Operations is...
How Multilingual Training Can Influence a Culturally Diverse Audience
Although challenging to provide training to a multilingual audience, it is vital to do so in an increasingly global community....
Exposing data entities in Dynamics 365
This article will explore one method of exposing data entities (OData) to the public for communication with external software applications....
What’s new for Dynamics 365 for Field Service – October ’18
Microsoft’s release notes give a lot of information on the new features of the new Field Service release, but it...
Views for Quick SSRS Report Development
Microsoft Dynamics 365 for Finance and Operations, as well as the two former Dynamics AX products (AX 2012 and AX...
Publishing SmartList Reports to Excel in Dynamics GP
Did you know that you have the ability to publish reports to Excel? SmartList reporting has been around since the...
Hands-on Learning: Practicing Software Skills During Training
Over the past two years, I have worked to design and develop training courses for Microsoft Dynamics 365 for Finance...
The Production Cycle in Microsoft Dynamics 365 for Finance and Operations
In this article, we are going to look at the Production cycle in Microsoft Dynamics 365 for Finance and Operations....
Upgrading Your Development Skills for Dynamics 365
Microsoft Dynamics 365 for Finance and Operations development is very different from what developers are using for Microsoft Dynamics AX...
Migrating Dynamics 365 Portal Records
Configuring a Dynamics 365 portal can be a challenging task and due to this complexity, you generally would not want...
eLearning versus Face-to-Face Learning: Advantages
eLearning is increasingly becoming a staple in training employees. As a result, where does the tried-and-true method of face-to-face learning...
Keeping in Touch: Contacting Coworkers Using the Dynamics 365 Unified Operations Mobile App Workspaces
In a business world where travel is often the expectation or the norm, it is important for employees to understand...
Known Issue with Collections Management and Customer Combiner
Have you had trouble