Blog | Microsoft Dynamics Partner - InterDyn Artis

Retrieving an Original Document Template from Dynamics 365 Customer Engagement

3/7/2019

Posted by Paul Haag

Document (Word or Excel) templates in Dynamics 365 allow you to merge CRM data into a pre-formatted document. Details on that process can be found here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dynamics-365.

Unfortunately, once you create the template, there’s no straightforward way to download the original template again from Dynamics 365. So, if you decide you want to make a change and can’t find the original document, you must go through the exercise of remapping all the Dynamics 365 data fields.

With the web API and a couple of online tools, though, you can get back up and running.

Dynamics 365 Business Central Road Map Explained

1/31/2019

Posted by George Delp

Microsoft publishes roadmaps for all the Dynamics 365 solutions here. For purposes of this article we are going to focus on the Microsoft Dynamics 365 Business Central Roadmap. Before continuing with this article, click the link and take a look at the road map.

Here is the list of items on the roadmap:

The Wide World of Dynamics 365

1/28/2019

Posted by George Delp

Microsoft Dynamics 365 offers a wide range of business applications. When most people think of Dynamics 365, they think of the traditional Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions. They are, of course, a huge part of what Dynamics 365 has to offer, but there is so much more. Here is a quick rundown of the Dynamics 365 universe.

Top Ten Reasons to Consider Dynamics 365 Business Central Over QuickBooks

1/3/2019

Posted by George Delp

QuickBooks is without a doubt the most widely used accounting software in the world. And with good reason. It is cheap, easy to get set up and running and hundreds upon thousands of accountants know how to use it. But, as businesses grow, they often outgrow QuickBooks. Here is a list ten reasons to consider something like Microsoft Dynamics 365 Business Central over QuickBooks.

Why You Should Use Office 365 with Dynamics 365 Business Central

12/19/2018

Posted by George Delp

Microsoft Dynamics 365 Business Central is Microsoft’s cloud-based ERP targeted towards the small, medium and corporate markets. Microsoft Office 365 is Microsoft’s office productivity suite that is targeted pretty much everybody. One of the questions we often get is “Should I, or why should I, use Office 365 with Dynamics 365 Business Central?”.

Here's why...

Dynamics 365 Business Central Q&A

12/12/2018

Posted by George Delp

Are you running older Enterprise Resource Planning software?
Are you curious about the latest Microsoft offerings?

If you answer yes to either of those questions I encourage you to spend a few minutes learning about Microsoft Dynamics Business Central.

business central

What Happened to Microsoft Dynamics NAV?

10/26/2018

Posted by Jonathan Crowell

If you’ve read my “What Happened to Microsoft Dynamics CRM” blog, you’ll notice a similar theme here. This is a story of re-branding and re-licensing, mixed with a new vision from Microsoft.

As of October 2018, the namesake Dynamics NAV will end. And from its ashes, rises Dynamics 365 Business Central. That’s it. NAV is now Business Central. Pretty easy, right? Almost. Let’s look a little deeper at what’s really going on here.

Microsoft Dynamics Question

Navigating Dynamics 365 Business Central – Making Life Easier in This New Environment

6/15/2018

Posted by Heather Maneiro

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.

1. Use your Escape key to back out back to your role center page!

My crumb bar became embarrassing frequently throughout training as I kept jumping from screen to screen.

Dynamics 365 crumb bar

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.

Dynamics 365 role center

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.