Posted by Jonathan Crowell
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​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.)

Power BI is an analytics tool that provides powerful insights into your data.  Microsoft boasts that Power BI can connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis.

If you have never seen Power BI in action, you should check it out, it is an amazing tool.  I’ve used Power BI to crunch, spin and present visualizations for many different types of analytics.  It is truly a one stop BI tool.
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Throughout the past 2 years or so, Microsoft has been rolling out frequent updates (nearly monthly) to the desktop version, adding tons of new functionality and options throughout the application.
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Each month, InterDyn Artis featurs an ISV of the month to showcase their products.  This month it is eOne Solutions, a company that has many software solutions you’ve probably heard of – SmartList Builder, SmartConnect and Extender to name a few.  We held a webinar earlier this week to highlight their SmartView product, an add-on to SmartList that extends its functionality beyond where you thought it could go. 

​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.
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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.
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Posted by George Delp
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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.

I recently assisted a client who was experiencing 1099 pains after completing an upgrade to Microsoft Dynamics GP 2015 this past year. When reviewing the edit 1099 transaction window and historical AP transactions, the 1099 amounts were all correct. However, upon viewing the 1099 details window along with the edit 1099 amounts report, the amounts were all off. It appears that every 1099 amount prior to upgrading was lost in table PM00204 during the client upgrade.
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