Tuesday, September 11, 2018
Where’s My SmartList? Migrating from GP to D365 F&O
Many Microsoft Dynamics GP clients have come to rely on SmartList as a way to get data out of GP in order to build Excel-based reports. SmartList allows you to connect different tables, providing a single view with general ledger (GL) account detail alongside descriptions and vendor or customer details. But companies moving from GP …
Microsoft Dynamics 365 for Marketing: Feature Highlights
Last spring, Microsoft released their much-anticipated new marketing platform, Dynamics 365 for Marketing. Dynamics 365 for Marketing is a full-featured marketing automation suite with multi-channel capabilities including bulk email automation, form submissions, landing pages and analytics, plus an in-depth event management and events portal. As of version 9.0, Dynamics 365 Customer Engagement users will have …
Tuesday, September 4, 2018
How to Manually Add Financial Dimension Mapping to the Excel Journal Entry Import Template
The Excel journal entry import template that comes standard with Microsoft Dynamics 365 is mapped to the main account field only; mapping to financial dimensions is not included. This is due to the dynamic nature of creating the financial dimensions and accounting structure in D365. Once the financial dimensions and accounting structure are finalized, a …
Electronic Reporting in Dynamics 365 for Finance and Operations
Dynamics 365 for Finance and Operations offers a robust and configurable Electronic Reporting (ER) tool, putting the power in the hands of the business user. The tool can be used to configure formats for both incoming and outgoing electronic documents, and to give you a head start, Microsoft provides a repository of formats that can …
Thursday, August 30, 2018
Extensions for D365 Customization: How to Submit Extensibility Requests
Microsoft is hard sealing the Dynamics 365 for Finance and Operations application suite as of version 8.0 (the Spring 2018 release), so customizations will now be done using extensions rather than overlays. This will make upgrades and implementations faster and easier, and lower the cost of code ownership. (You can learn more about the benefits …
Wednesday, August 22, 2018
New Monitoring Tools and Capabilities for D365 for Finance and Operations
At the recent Microsoft Business Applications Summit, I was excited to learn that Microsoft has been investing in tools to assist in the daily monitoring and maintenance of your Dynamics 365 for Finance and Operations system via Lifecycle Services (LCS). Look for new tools in three main areas: Monitoring and Diagnostics Self-Service Operations ONE Version …
D365 Customization: Extensions vs. Overlays and Why It Matters
Microsoft is making it easier for Dynamics 365 for Finance and Operations customers to customize and update their implementations, by replacing often-cumbersome “overlays” with “extensions” that are easier to install and maintain. The old approach Overlaying code, the now-outdated way to implement customer-specific functionality under Dynamics AX, involved customizing programming within Microsoft’s code and recompiling …
Tuesday, August 14, 2018
What Is Microsoft’s Digital Feedback Loop?
We live in a time of relentless business transformation, where connecting customers, products, people and data wins. Where smarter wins, as Microsoft puts it. Key to enabling success is how companies manage and leverage data. To quote James Phillips, corporate vice president of Microsoft’s Business Applications group, in his keynote at the recent Business Applications …
Sunday, August 12, 2018
What I Learned From Malcolm Gladwell at the Business Applications Summit
Let me start by saying that I am a HUGE fan of Malcolm Gladwell. I’ve read all of his books: The Tipping Point, Blink, Outliers, What the Dog Saw, and David & Goliath. They are placed prominently on the bookshelf that holds my all-time favorites. I am also a frequent listener of Malcolm’s Revisionist History …
Wednesday, August 8, 2018
Analytical Workspaces (Embedded Power BI) and Data Warehousing
Dynamics 365 for Finance & Operations (D365FO) clients have powerful analytical capabilities with Embedded Power BI, which are presented in Analytical Workspaces. As of the latest release, there are 21 Embedded Power BI workspaces provided by Microsoft, and these are included in D365FO licensing for all users. Example areas covered include a financial overview called …