Microsoft Dynamics Blog

Welcome to Armanino’s Microsoft Dynamics Blog, where you’ll find information on topics across Microsoft Dynamics 365 ERP and CRM, Dynamics GP, Power BI, PowerApps, Flow and more. Use these tips, tricks and insights to get the most out of your applications! Want these articles delivered straight to your inbox? Subscribe to our newsletter below.

TRENDING: MICROSOFT DYNAMICS 365 F&O
TRENDING: MICROSOFT DYNAMICS 365 F&O

Like People, Change is a Must to Maximize D365 Performance

As we go about our “daily grind,” we are always looking to do our jobs and perform our activities in …

Microsoft Focuses on D365 to Help Customers Achieve Digital Transformation

We were fortunate to have speaker Mike Ehrenberg, Technical Fellow at Microsoft, at our recent Digital Transformation event. He shared …

How ERP Managed Services Can Improve D365 Efficiency

As companies strive to improve the efficiency and cost-effectiveness of their ERP systems, a growing number are shifting to managed …

TRENDING: MICROSOFT DYNAMICS 365 CRM
TRENDING: MICROSOFT DYNAMICS 365 CRM

Like People, Change is a Must to Maximize D365 Performance

As we go about our “daily grind,” we are always looking to do our jobs and perform our activities in …

Microsoft Focuses on D365 to Help Customers Achieve Digital Transformation

We were fortunate to have speaker Mike Ehrenberg, Technical Fellow at Microsoft, at our recent Digital Transformation event. He shared …

What’s in the Dynamics 365 Customer Engagement Update for April

Sticking to the bi-annual release cycle for Dynamics 365, Microsoft is getting ready to release its latest functionality update next …

Trending in GP
TRENDING: MICROSOFT DYNAMICS GP

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 …

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 …

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 …

Friday, March 15, 2019

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 …

Friday, March 15, 2019

New Excel Feature: Export 1 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 …

Thursday, February 21, 2019

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 …

Thursday, February 21, 2019

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 …

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 …

 
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