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, September 11, 2018

Where’s My SmartList? Migrating from GP to D365 F&O

Many Microsoft Dynamics GP clients have come to rely on SmartList as a way to get data out of GP in order to build Excel-based reports. SmartList allows you to connect different tables, providing a single view with general ledger (GL) account detail alongside descriptions and vendor or customer details. But companies moving from GP …

Tuesday, September 4, 2018

How to Manually Add Financial Dimension Mapping to the Excel Journal Entry Import Template

The Excel journal entry import template that comes standard with Microsoft Dynamics 365 is mapped to the main account field only; mapping to financial dimensions is not included.  This is due to the dynamic nature of creating the financial dimensions and accounting structure in D365.  Once the financial dimensions and accounting structure are finalized, a …

Electronic Reporting in Dynamics 365 for Finance and Operations

Dynamics 365 for Finance and Operations offers a robust and configurable Electronic Reporting (ER) tool, putting the power in the hands of the business user.  The tool can be used to configure formats for both incoming and outgoing electronic documents, and to give you a head start, Microsoft provides a repository of formats that can …

Wednesday, June 27, 2018

Don’t Miss Microsoft’s Business Applications Summit

There is a new Microsoft conference that we are really looking forward to: the Business Applications Summit, taking place on July 22–24 in Seattle (which by the way, is really nice that time of year). The event blends the best aspects of Microsoft’s former Data and Analytics Summit, its Convergence event and the Dynamics 365 …

Monday, June 18, 2018

Tip: How to See Database Tables in D365 for Finance and Operations―Without VSTS

In AX2012 and prior, users could just go into the Application Object Tree (AOT) to see database tables, but the AOT is not available in D365.  So the reason this tip is really cool is that up until this point, we all thought it was necessary to have Visual Studio Team Services (VSTS) installed in …

Wednesday, May 2, 2018

Embedding PowerApps in Dynamics 365 for Finance & Operations

An exciting new feature has made its debut in platform update 14 of D365 for Finance & Operations. Now, you can embed a PowerApp directly into a D365 form or workspace! While this may be buried along with hundreds of others in the Spring Release, I think this is quite possibly one of the biggest …

Focus 2018: D365, AXUG, CRMUG & PUG

This year, the Dynamics User Community’s Focus 2018 conference is May 21- 24 in Indianapolis. Armanino is excited to present two different topics. Our first session, “Cloud-Only Data Warehouse and BI? Yes, You Can!” will cover the Azure components you need to build a D365-based data warehouse and Analysis Services environment in Azure. In this …

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 …

Microsoft D365 for Finance and Operations Spring Release New Features

Spring is in the air! Birds are singing, flowers are beginning to pop up and with that comes a new release from Microsoft for D365! This Microsoft Dynamics 365 Finance and Operations release has some exciting features that users have been anxiously awaiting. Alerts are back! Change-based alerts have been MIA in previous releases of …