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, 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 …
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 …
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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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 …
Wednesday, August 31, 2016
Dynamics UG Summit Fast Approaching!
Don’t miss out, this year’s UG Summit is BIG and it’s filling up fast – register now! We’re really excited for this year’s UG Summit – especially with the changes that took place earlier around Convergence (Microsoft’s flagship conference) changing to Envsion. With a lack of technical Dynamics classes and sessions during Envision, this year’s …
Monday, February 8, 2016
Dynamics CRM Custom Entity Options
When we create Dynamics CRM custom entities, there are a number of options which are enabled by default. Most users do not realize the impact of these options on the overall CRM system. The purpose of this post is to shed further light upon some of these options so you can make better decisions about when …
Thursday, February 4, 2016
Microsoft Convergence Gives Way to Envision – Armanino’s Perspective
It’s likely you’ve heard the news by now… Microsoft Convergence has given way to Microsoft Envision. The news has caused some concern and once the announcement went live, rumors began rippling through the Microsoft Dynamics channels. No more Convergence? What’s changing? Should I still attend? We sat down with Theresa Brown, Armanino’s Client Management …