Posted by Heather Maneiro
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20 Partners, 1 Microsoft Representative, and 1 NAV MCT met for inaugural Business Central training in May 2018.  Since this is new territory for many of us, I thought I would share five of my a-ha’s for navigation.
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My crumb bar became embarrassing frequently throughout training as I kept jumping from screen to screen.  

Unfortunately, the Business Central crumb bar isn’t a “true” crumb bar in that you cannot click on an item to go back to it (don’t worry we brought this up to the Microsoft representative!).  You can escape or use the back button to back out.  Towards the end of the week – I started doing this after each action as the Role Center is the cleanest landing page and has the Department Navigations available.

Posted by Shawn Dorward
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Since the release of Dynamics GP 2013 R2, Microsoft has been reinventing Workflow and adding new Workflow functionality to each subsequent release.  No longer is the workflow functionality part of SharePoint but controlled within the software and integrates with Doc Attach and email functionality.
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​​Workflow has full history/tracking for audit purposes as well!

Posted by Heather Maneiro
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So as all of my notes start – I had a case this week.

One of our Microsoft Dynamics GP customers sent me the following report asking why their depreciated from date in the header of the report was different than the detail line:

So, first thing first, I log in and run the report myself – and get completely different results... what in the world!?
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Posted by Paul Haag
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Posted by Bailey Upchurch
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Date: Thursday, April 26,   |  Time: 8:00am - 5:00pm  |  Location: The Ritz-Carlton, Charlotte
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Do you use Microsoft Dynamics GP or Microsoft Dynamics CRM/365? Are you interested in learning new ways to get the most out of your software investment? If so, Vision 2018 is for you!

For those of you who don't already know, Vision is InterDyn Artis' annual Microsoft Dynamics user conference. Every year, 150+ Dynamics users, 25+ sponsors and the InterDyn Artis team all meet in Charlotte, NC for a day full of learning, networking and growth. Not to toot our own horn, but this conference keeps getting better and better every year, and 2018 will be no different! Here is what to expect:
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Although Microsoft, I’m sure, would prefer that you use their Flow product, there are other cross-application workflow engines out there like Zapier. Zapier, specifically, does have a “Dynamics CRM” adapter, but it currently only supports version 8.0 (e.g. prior to the “July 2017” release). Fortunately, Zapier generically supports HTTP GET and POST operations and, since Dynamics 365 has a REST-based web API, we’re in business.
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The most complicated part is setting up the authentication for what’s called a “Service-to-Service” (or “S2S”) request. For Dynamics 365, this requires adding an App in Azure Active Directory. If you have a Dynamics 365 online tenant, you have an Azure Active Directory, whether you know it or not.

Posted by Shannon Mullins
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Posted by George Delp
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Explaining how to handle data conversion to anyone implementing a new Enterprise Resource Planning (ERP) software is probably the most difficult concept to explain.  Most people want all of their data from their existing system ready to go in there new system on day one.  While this is a wonderful idea, the actual act of doing that is easier said than done.