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 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 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. 

Posted by Jonathan Crowell
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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.)

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: