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.

Tuesday, June 11, 2019

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 more efficient, more productive ways. We try to improve our experiences, support colleagues and change behavior—in ourselves and others—to excel at what we do. Whether it’s reading an empowering book, being mentored, or team building …

Wednesday, May 29, 2019

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 a wide range of insights about the vital and increasingly robust role Dynamics 365 plays in customers’ digital transformation and in Microsoft’s own business model. Ehrenberg said that more and more customers are asking Microsoft: …

Wednesday, May 22, 2019

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 services support agreements to help them avoid the complexity of application maintenance and upgrades. Unlike a traditional fee-for-service plan in which every ticket triggers fees, a managed services agreement creates a support-as-a-service framework that enhances …

Tuesday, April 30, 2019

Cross-Company Data Sharing Is Key for Multi-Entity Organizations

Dynamics 365 for Finance and Operations (D365 F&O) is designed to be flexible. It allows different legal entities to have different rules and setups to support their often unique business processes. Each company may have its own set of lists of values, and default table values can be maintained and updated separately. Many companies, however, …

Wednesday, April 24, 2019

Should you enable Include Physical Value for Inventory in Dynamics 365?

In Dynamics 365 for Finance & Operations (D365 F&O), in the Cost Price section of Item Model Groups, there’s a checkbox to Include physical value. Selecting it can have a significant impact on cost of goods sold (COGS) and margins. I myself have seen Include physical value produce unexpected adjustments to COGS when inventory was …

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 …

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 …

Friday, March 23, 2018

Power Up Your Business With PowerApps & Flow!

PowerApps are purpose-built apps that can be built specifically for your business. Companies can start with one of the many predefined templates or build an app from scratch through a simple, drag-and-drop user interface. No coding required! At Armanino, we are seeing companies adopt PowerApps to replace dozens of legacy apps. In particular, those that …

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