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.

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 Overlays, the now-outdated way to implement customer-specific functionality under Dynamics AX, involved adding customized programming within Microsoft’s code.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 …

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 …

Thursday, August 30, 2018

Extensions for D365 Customization: How to Submit Extensibility Requests

Microsoft is hard sealing the Dynamics 365 for Finance and Operations application suite as of version 8.0 (the Spring 2018 release), so customizations will now be done using extensions rather than overlays. This will make upgrades and implementations faster and easier, and lower the cost of code ownership.  (You can learn more about the benefits …

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 …

Friday, June 15, 2018

Tips for Dynamics 365 for Finance and Operations Performance Optimization

Looking to get better performance from your Microsoft Dynamics 365 for Finance and Operations solution, or considering implementing the platform? There are a variety of ways you can improve your Dynamics 365 optimization, before and after implementation. Know your needs Whether you’re using Dynamics 365 in the cloud or through an on-premise deployment, one of …

Tuesday, June 5, 2018

The UG Summit is Coming!

We’re already chomping at the bit to get to Phoenix for the UG Summit, October 15-18. Just like last year, we’ll be sponsoring and leading sessions on various aspects of the Microsoft Dynamics 365 platform, and we’ll be manning an Armanino booth on the floor. If you’re considering attending, be sure to take advantage of …

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 …

Next Page »