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, 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 …

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, 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 …

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