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.

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 …

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

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 …

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 …

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 …

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