Category: Dynamics 365 - InterDyn Artis

Have You Registered for Vision 2018?!

3/12/2018

Posted by Bailey Upchurch

Date: Thursday, April 26, | Time: 8:00am - 5:00pm | Location: The Ritz-Carlton, Charlotte

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:

Working with Dynamics 365 Records in Zapier (or Other Workflow Engines)

1/31/2018

Posted by Paul Haag

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.

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.

The Data Conversion Conundrum

9/15/2017

Posted by George Delp

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.

Data conversion

Provisioning Your Dynamics 365 for Sales/Customer Service Environment

7/6/2017

Posted by Jonathan Crowell

Congratulations on your new subscription to Dynamics 365 for Sales and/or Customer Service! The question you are probably wondering now is how do I access the solution?

You need to finish provisioning your environment before you can login and begin using the solution. If you are working with a partner to implement Dynamics 365, they may take care of this process for you. For others, follow these simple steps to provision your Dynamics 365 Organization . (Note: You must have global admin rights to your tenant to be able to complete the following steps.)

Assigning Dynamics 365 Licenses to Users in Office 365

7/6/2017

Posted by Jonathan Crowell

Congratulations on your new subscription to Dynamics 365! Now, let’s assign the available licenses to users in your organization.

If you are working with a partner to implement Dynamics 365, they may take care of this process for you. For others, follow these simple steps to assign Dynamics 365 licenses to users in your organization. (Note: you must have global admin rights to your tenant to be able to complete the following steps.)

Create a Dynamics CRM Word Template from an Existing Word Document

6/2/2017

Posted by Paul Haag

Word and Excel templates in Dynamics CRM allow you to design the layout of a document, like an Account Summary, using the familiar Microsoft Office applications and then replace the data in them with data from Dynamics CRM. This is incredibly useful for creating documents where the look-and-feel is important, but would otherwise have to be repetitively created for, say, every Account.

However, if you review the steps to create one of these templates, you’ll notice that you have to download a template from CRM after selecting the data you want to include. The template now has the XML Mapping elements you need, but is completely blank. In a lot of cases, that’s fine, but formatting, especially in Word, can be a pain-staking process and it doesn’t always copy-and-paste correctly from your old document into a brand-new one.

Microsoft Dynamics 365 for Churches

5/17/2017

Posted by George Delp

Microsoft Dynamics 365 has many different components. It has components that do everything from tracking sales leads to managing projects to good old-fashioned accounting. That said, Microsoft’s latest take on accounting software is far from old fashioned. In fact, Microsoft has introduced a game changer with their cloud accounting solution called Dynamics 365 for Financials, Business Edition.

ID Error Opening CRM Site Map Designer

5/5/2017

Posted by Paul Haag

One of the newer features of Microsoft Dynamics 365 is (finally) an embedded Site Map designer, which lets you configure the global navigation using a WYSIWYG editor instead of having to fiddle with XML or use a 3rd party tool.

However, after upgrading some of my clients, especially those who’ve been on CRM for a few versions, they are getting the following error when trying to open the designer for the first time:

Site Map Designer Error

CRM Global Search for Account Opportunities

11/21/2016

Posted by Paul Haag

Most companies that track sales in Dynamics 365 for Sales, formerly known as Dynamics CRM, like the global search feature and want to see opportunities in the results. However, in some organizations, especially after upgrading for the first time, even though the global search has been configured to include opportunities and the searched for account does actually have some open opportunities, none are retuned in the search results.

Click to enlarge

Use the Dynamics 365 for Financials OData Service

11/11/2016

Posted by Paul Haag

As you may or may not know, Dynamics 365 for Financials (we’ll just call it Financials as a shorthand for this post) is based on Dynamics NAV, so, although they may diverge eventually, most of the concepts of connecting to Dynamics NAV work right out of the box.

In this post, we’re going to take a look at the steps necessary to service-enable the Sales Invoice page and then start creating invoices in a simple command.