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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.

Dynamics GP Workflow Functionality

1/24/2019

Posted by Shawn Dorward

Since the release of Dynamics GP 2013 R2, Microsoft has been reinventing Workflow and adding new Workflow functionality to each subsequent release.

Often times, GP Users are not on most recent version of GP and I am often asked – “What workflows do I have available to me in my current version?” I put together a list of Workflows along with their release version, for your reference (and mine LOL).

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

Dynamics GP – Workflow Functionality Reinvented

6/6/2018

Posted by Shawn Dorward

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.

What is Workflow? Workflow can be thought of as a formal, electronic, approval process. When records are created (new vendors, new GL Accounts, transactions, etc) they can now be required to be reviewed and approved by someone (or by more than one individual) based on conditions. Some examples of conditions are things like document amount, vendor address, eft data changes, and so much more!

That review/approval process can be done in GP or outside of GP (approving new vendors from the beach… that does sound nice!).

Workflow has full history/tracking for audit purposes as well!

Fixed Assets Projection "Gotchas"

6/6/2018

Posted by Heather Maneiro

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:

GP Report

So, first thing first, I log in and run the report myself – and get completely different results... what in the world!?

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.