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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Friday, January 11, 2019
Billing Schedules in D365 F&O Spring Release 2019
As many of you may already know, Armanino’s Revenue Recognition module will become part of the standard Microsoft D365 Finance and Operations code in the 2019 Spring Release. In addition, the release will also include the Armanino Billing Schedules module. We’re excited about it and wanted to share a high-level overview of this module: Summary …
Thursday, January 10, 2019
Highlights of the D365 for Marketing December 2018 Update
As promised, Microsoft has been more rapidly releasing updates for their Dynamics business applications, including Dynamics 365 for Marketing. The December 2018 release for D365 Marketing brings some new functionality, existing functionality improvements, and some major quality-of-life updates for maintaining and administrating the Marketing tool. For existing users of D365 Marketing, I hope this post …
Monday, January 7, 2019
Microsoft Dynamics CRM MultiSelect Option Sets: Pros and Cons
Microsoft Dynamics 365 for Sales version 9.0 saw a substantial refresh to Microsoft’s Dynamics 365 CRM platform, adding many new features and attributes. One long-sought-after attribute is the ability to create MultiSelect Option Sets. Before version 9.0, system administrators and developers were forced to simulate MultiSelect Option Set functionality by using a web resource to …
Thursday, November 29, 2018
Dynamics 365 PSA vs Projects Module: Maybe You Don’t Have to Decide
Last year, I wrote a blog comparing Project Service Automation (a newer offering in the Customer Engagement suite) to the Projects module in Dynamics 365 Finance & Operations. Since then, Microsoft has worked to integrate the two similar offerings. Below is the vision Microsoft shares of how they see these two areas interacting: The integration …
Wednesday, November 28, 2018
Full-Featured Telecom and SMS functionality for D365 with Ytel
Ytel is a customer engagement platform that simplifies business communications across multiple channels. Recently, they have developed a solution in Dynamics 365 for Customer Engagement (D365 CE) to integrate their platform into your existing Sales, Marketing, and Operations processes. The D365 solution itself is simple, yet effective. Ytel has done the heavy lifting to hook …
Tuesday, November 27, 2018
Test Automation Using the Regression Suite Automation Tool
Now that Microsoft is going ‘evergreen’ with continuous application and platform updates, test automation has become more critical to help ensure that your Dynamics 365 for Finance and Operations functionality continues to operate as expected. This is particularly important for clients in FDA-regulated industries, due to software validation requirements. To facilitate the automated testing process, …
Sunday, November 25, 2018
Customer Workflows in Dynamics 365 for Finance and Operations
Customer workflows are now available in Dynamics 365 for Finance and Operations when making changes to specific fields. Starting in version 8.0.4, you can make changes to a customer record and submit them for approval before committing the change. With this functionality, changes can be controlled to ensure proper setup and configuration for all records. …
Wednesday, November 21, 2018
Is Power BI Open Source?
Before answering this, let’s look at open source definition. According to whatis.com – “open source refers to any program whose source code is made available for use or modification as users or other developers see fit. Open source software is usually developed as a public collaboration and made freely available.” Based on the definition above, the short and technical …