Blog | Microsoft Dynamics Partner - InterDyn Artis

Vision 2018 Check-In PowerApp

5/15/2018

Posted by Paul Haag

Prior to this year, we’ve used a simple pen-and-paper method to track which registrants for our Vision conferences actually attended (view the Vision 2018 recap here). We then manually updated our CRM (Dynamics 365 for Customer Engagement) system with that information. This year, though, we decided to make a PowerApp so that we could better automate this process and, of course, show off some of the capabilities of PowerApps.

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.

Ready, Set, Doc Attach in Dynamics GP

11/1/2017

Posted by Shannon Mullins

Do you spend time going outside of Dynamics GP through network share files, emails, and paper files looking for back-up documentation for your journal entries, payables transactions, sales transactions, vendor applications and W-9’s etc...?

GP now has a solution to meet your needs: Document Attachment!

Restructure Your Chart of Accounts in 10 Easy Steps

10/23/2017

By Shannon Mullins

I get a lot of questions in regards to Microsoft Dynamics GP clean up. Can I clean up old records? How do I change my chart of accounts? What is the best way to go about doing this? And the list goes on!

With the newer versions of GP, Microsoft has given us account modifier/combiner inside the Professional Service Tools Library, also known as PSTL Tools.

10 steps

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

Dynamics GP Stop Drop and Workshop Recap

9/11/2017

Posted by Chelsea Schlepp

Last month InterDyn Artis held a free client workshop to encourage ongoing education for Dynamics GP. The workshop covered two topics including GP Payroll Life Hacks and Show Me the DATA!

Shawn Dorward, an InterDyn Artis Implementation Consultant and GPUG All-Star showed off his wide variety of GP knowledge by presenting both sessions. If you weren't unable to attend, you can get an idea of our workshop content below!

GP Workshop

System Requirements for Microsoft Dynamics GP 2018

8/4/2017

Posted by Shawn Dorward

Microsoft Dynamics GP 2018 will be discussed in great detail at GPUG Summit this fall in Nashville, TN. There are several sessions highlighting some of the new features set to be released in the new version of GP, which is scheduled for delivery December 1, 2017. Who's excited?!

Because of this highly anticipated release, Microsoft has already released the minimum system requirements. The full set of requirements for GP 2018 and GP 2018 Web Components are available on Customer Source, but here is a snippet of the Customer Profile 1 requirements:

ISV of the Month: Altec

7/31/2017

Posted by Chelsea Schlepp

Each month, InterDyn Artis is featuring an ISV of the month. In July, we showcased Altec, who provides a very robust document imaging solution called DocLink.

DocLink

Is It Time to Upgrade Your GP Solution?

7/11/2017

Posted by Chelsea Schlepp

A couple of the most frequent questions I get from my existing GP clients include - when is the right time to upgrade and when do I have to upgrade? There are a couple of questions I advise them to ask themselves with regards to upgrades – when is my version out of support and what can I take advantage of by upgrading?

Time to upgrade