Friday, March 15, 2019
The Art of Gathering Requirements for D365
There are many tools and techniques for gathering business, functional and technical requirements. How they’re gathered is an artform that varies from professional to professional. The majority of the time your participants influence the tools and approaches you use. The art of gathering requirements is commonly known as discovery. The goals of discovery include: …
Extend the Power of Your Planning Application
Planning applications, like Adaptive Insights, are central to generating a budget or forecast. General ledger systems are also critical as the source of actual financial results. These actuals are typically integrated into the planning system. The budget or forecast is then compared to the actuals within the planning application itself. The analysis of the actuals …
Upcoming Webinar: Learn How to Optimize Your Business with Dynamics
Wondering how you use the new features in Dynamics to improve your business? Don’t miss Microsoft’s virtual launch event on April 2 at 8 AM PT! Attend this free webinar to learn about new functionality, updates and business-use scenarios. Microsoft’s James Phillips, Corporate Vice President, Business Applications Group, will answer common customer questions and show …
New Excel Feature: Export One Million Rows from Dynamics 365 F&O
New platform update 23 from Microsoft brings a truly exciting new feature. Previous versions of Dynamics 365 for Finance and Operations were limited to 10,000 rows when exporting to Excel from a grid. Now you can export up to 1 million rows with the default set at 50,000. That’s great news: you can now see …
Thursday, February 21, 2019
Are You Ready for 2019 Sales Tax Changes?
It’s time to get prepared for some big sales tax changes taking effect across the United States. Check out a recent webinar from our friends at Avalara, featuring U.S. tax policy expert and former executive director of the Streamlined Sales Tax Governing Board, Scott Peterson. The webinar explains some major changes for 2019, including: New …
Introducing Our Custom Approval Solution for D365
We’re excited to tell you that Armanino has developed a new, custom Approval Solution, which is included as part of our Dynamics 365 offering. It can be applied to any entity and is easily customized to meet your business processes and workflow needs. Here’s a rundown of the main features (and we’ll look at setup …
Using Playbooks in D365 for Sales
Introduced in the October 2018 release of Dynamics 365 for Sales, Playbooks gives you the ability to easily schedule a specific set of sales activities based on an event. What are some real-world scenarios where this would useful? When a key decision maker leaves a customer’s organization in the middle of deal, for example, you …
Wednesday, February 20, 2019
Dynamics 365 CE: Microsoft Discontinues Insights and Versium Predict
As of January 16, Microsoft no longer provides Insights by InsideView and Versium Predict to new D365 customers. Here’s how this change may affect you. What this means for existing D365 customers If you were a licensed D365 customer as of January 16, you will still have access to both Insights and Versium Predict through …
Friday, January 18, 2019
D365 F&O Errors: What Does the “Allow Multiple Transactions Within One Voucher” Parameter Really Mean?
I wanted to share a discovery from a recent issue I had with failures to post fixed asset transactions that trigger automatic depreciation adjustments. It can apply to several other transaction types in other modules, as well. Since the 2018 Spring Release, you may have noticed a new error message when setting up a D365 …
Wednesday, January 16, 2019
Creating D365 Customer Engagement Apps Using the Web (Traditional Interface)
The App Designer is a great new feature for Dynamics 365 Customer Engagement that allows you to tailor a user experience to a specific set of entities, views, dashboards and other customizations. (For those unfamiliar with the term, Dynamics 365 Customer Engagement refers to the suite of solutions often associated with CRM, including Dynamics 365 …
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