Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

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 25, 2018

Dynamics 365 Sales Relationship Analytics Preview

In March, we summarized the features of Microsoft’s Spring Release for Dynamics 365 for Sales, Marketing and Customer Service. Today, we’re further exploring Relationship Analytics, an Embedded Intelligence preview feature for Sales, which was included in the Spring Release (version 9.0.2). Relationship Analytics analyzes your sales team’s interaction with customers and opportunities, and presents pertinent …

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

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 …

Tuesday, May 1, 2018

Dynamics 365 CRM Usability Tips

After using an application such as Dynamics 365 for Sales (CRM) for many months or years, sometimes we as users get stuck in a rut. We might feel like we have fully mastered an application and have nothing left to learn. In that vein, let me drop a few bits of CRM knowledge your way …

Tuesday, March 27, 2018

Microsoft Dynamics 365 for Sales, Marketing and Customer Service Spring Release Highlights

Microsoft recently revealed the Spring 2018 release notes for their Microsoft Business Applications portfolio. The release notes span multiple Microsoft business applications, including Dynamics 365, PowerApps, Power BI and the Common Data Service (CDS). The Spring 2018 release for Microsoft Dynamics 365 includes significant improvements for Dynamics 365 CRM for Marketing, Sales, Customer Service and …

Friday, March 23, 2018

What You Need to Know About GDPR and Your Business Analytics

GDPR, or the General Data Protection Regulation, is big. Really big. Are you ready for the May 25 deadline? For companies using business analytics and pulling data from different systems, the new GDPR requirements on documenting data flows can be overwhelming. But they don’t have to be. First, does GDPR affect you? Instituted by the …

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 …

What Is Microsoft AppSource?

Microsoft AppSource is a resource that businesses can leverage to find and deploy products and services that extend the functionality of Microsoft’s existing online offerings. These services often provide a bridge for functionality gaps within the existing software or extend the online environment to serve industry specific needs. Microsoft AppSource is essentially an App Store …

Wednesday, March 21, 2018

Microsoft Dynamics 365 PSA vs Project Management, Which Is Right for You?

When reading about Microsoft Dynamics 365, you will often find the graphic below. Many people notice the Project Service Automation (PSA) block in the left center but may not know it is something different than the Project Management module within Operations. Why two and what’s the difference? First some background… The Project Management module in Dynamics …

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