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 …

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 …

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 …

Wednesday, October 31, 2018

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 …

Wednesday, October 31, 2018

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 …

Wednesday, October 31, 2018

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 …

 
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