Wednesday, October 31, 2018
What to Know About Upgrading to D365: Analyze Customizations Carefully
Companies planning to migrate from Dynamics AX 2012 to Dynamics 365 need to carefully evaluate their customized features, because recent technical mandates by Microsoft have fundamentally changed how those customizations are developed. Overlays, the now-outdated way to implement customer-specific functionality under Dynamics AX, involved adding customized programming within Microsoft’s code. Using overlays is no longer …
How to Use ERP Regression Testing to Prevent Downstream Disaster
Changes—even small ones—in your Microsoft Dynamics ERP can have major downstream impacts, because your systems are integrated. Bringing all your business functions under one umbrella can do wonders for efficiency, but the flip side is that multiple departments could be affected by a minor alteration in your ERP solution. That’s why you need to be …
Big Improvements to Personalization Using “Saved Views” in D365 F&O
One of my favorite sessions at a recent conference was on usability and productivity improvements for Dynamics 365 for Finance and Operations. I was particularly interested in hearing about the new “Saved Views” functionality, because it fixes some challenges for users. One of my jobs is to demonstrate Dynamics 365, and I love to show …
Dynamics 365 CRM and AI: Why You Really Should Try Versium Predict
A few releases back, Microsoft partnered with Versium Analytics to provide Dynamics 365 customers with artificial intelligence (AI) for predictive analysis and lead generation directly within D365 CRM. It’s been over a year since the Versium Predict tool has become available in CRM, and despite the friendly price tag ($0), we haven’t seen a lot …
Monday, October 22, 2018
Build Next Gen Dynamics 365 xRM Apps With Power Platform
It’s no secret that Dynamics 365 is a great platform for any business application that requires a data layer, a logic layer and a UI layer, as it provides the necessary plumbing and extensibility to meet virtually any requirements. The concept of xRM has been around since the early days of Microsoft Dynamics CRM and …
How to Use Fun PowerApps Features for Mobile Devices
You’ve probably heard about PowerApps, Microsoft’s entry in the low-code/no-code development space. PowerApps enables “citizen developers” to create functional multi-platform, data-driven applications without writing any code. There are even more benefits for tech-savvy developers who want to take advantage of special mobile device features that are available on their phones and tablets. For example, did …
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 …