Ease Navigation, Edit the Site Map in Dynamics 365

There is a standard site map for all Dynamics 365 instances, but chances are the default site map does not scream ease of navigation for your organization. It is important that Users can easily find the entities they need without hunting column by column, and more importantly they see what they need to see, and ONLY what they need to see.

Dynamics 365 provides the ability to modify the standard site map without coding, allowing everyday users to easily modify the layout, making it a better fit for your business. You will need either the System Administrator or System Customizer role to perform the following actions.

To customize the site map, simply go to Settings > Customizations > Customize the System.

You will find multiple site maps under Client Extensions, there is typically one which contains all apps, and then others which are each tied to a specific app.

In this case, we are using the default one which is labeled “Site Map”.

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Transitioning from Skype for Business to Microsoft Teams

The reign of Skype for Business is coming to an end as Microsoft turns its focus on its newest vision for future intelligent communication, Microsoft Teams.

Microsoft had made Skype into a very successful communication platform since its purchase back in 2011. The application was characterized as the most reliable and easy to use communication platform and was very successful in both the business and consumer markets.
Skype for Business is going to be replaced by Microsoft Teams as its primary communication hub in the Office 365 suite. Microsoft Teams offers plenty of features that will allow businesses to communicate with one another easily and efficiently. Microsoft is going to grow this platform into something even bigger than Skype for Business.

With the Skype-to-Teams customer experience journey, you can see that by the end of 2018 Teams will offer the same features as Skype for Business. Corporations can begin the transition from Skype for Business over to Microsoft Teams, by using both platforms together. Microsoft recommends for firms to use Skype for Business and Microsoft Teams side-by-side until your company can solely rely on Teams.


Current and Updated Skype for Business to Microsoft Teams Capabilities Roadmap https://aka.ms/skype2teamsroadmap

Learn more about Microsoft Teams by downloading our whitepaper Microsoft Teams Cheat Sheet: Meet the Hub for Teamwork in Office 365. This whitepaper contains all the benefits of Teams and why you should make the switch. Find out why Microsoft has made Teams the primary focus for its intelligent communication platform.

Download our Whitepaper on Microsoft Teams Click Here to get started today

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Power BI 101 Series: Purchasing Dashboard with Power BI

Power BI 101 Series: Purchasing Dashboard with Power BI

Join our Webinar and learn how to create a Purchasing Dashboard with Power BI for your business. In this webinar, we’ll be showcasing all the different tables, connections, and calculations needed for this dashboard. Have instant access to accurate and detailed information such as the open PO commitments or purchase orders with line details. View all your key metrics and KPI’s in a single dashboard and drill into them such as the vendor spend by a period. This dashboard is meant to ensure your business can monitor and discover any spending trends.

Date: Wed Dec 19, 2018
Time: 2:00PM-3:00PM 
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

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Dynamics 365: Share and Share Alike

Have a dashboard that is the envy of your colleagues? Created a view that would benefit your office mate? Is there a Dynamics 365 User that cannot access a record of yours and needs to, but security provisions are preventing him from doing so? If any of these apply, I encourage you to read on.

Sharing personally created views, charts, dashboards, and even records in Dynamics 365 could not be easier. Follow the steps below, and within seconds you will see just how simple it is to grant and give access to components within D365.

To Share Records:

1. Navigate to the entity that contains the records you want to share.

2. Select the records to share.

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Easily connect your business applications with Microsoft Flow

Running multiple business applications is a common practice nowadays, and it is often labor intensive or darn near impossible to make your applications talk to one another. This often leads to an awful lot of open tabs as you perpetually switch between applications updating information, or worse yet data becomes disconnected and disparate.

Microsoft has published their Business Application Platform including Flow, PowerApps and Power BI which are powerful tools that you can use to seamlessly allow your applications to talk to each other. Maybe even more importantly, these applications combine and merge the data from multiple applications, making the most out of your data.

Think of Microsoft Flow as a bridge which connects your applications and performs Actions automatically based on specified Triggers.

There are many out of the box Flow templates, built on applications used daily, which can be consumed. Additionally, you can create your own multi step Flow across several apps using supported Actions and Triggers.

Save time and invest your energy in other areas which require your focus. Let Microsoft Flow handle it, by sending you a notification about something which requires your attention, managing backend processes which up until recently were done manually, handling approvals…just to name a few. All of this can be done from the web, your phone or tablet, or even from your inbox! The functionality afforded by Microsoft Flow works with records stored in SharePoint, Dynamics 365, Tweets and over 100 other applications. The image below is just a small sample of the applications that you can connect with Flow.

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DocuSign with Confidence

DocuSign for Dynamics 365 brings all the benefits of the DocuSign electronic signature solution to your finger tips inside D365. With a seamless integration into Dynamics 365, you can access DocuSign functions directly from your form’s tool bar. Some of the key functions include the ability to sign and get signatures, track document status, and dynamically pull data from records.

The most known function of DocuSign is the ability to capture electronic signatures which are encrypted and secure, allowing for accelerated turn around on getting those all-important signatures. Consider all the sales transactions in your pipeline which are slated to close, why not simplify the process for you and your customers by providing the option to sign electronically. DocuSign takes the hassle out of the traditional pen and paper approach by allowing users to sign on any device and have it integrated back to D365.

An added benefit is that elements of your DocuSign documents can be dynamically populated from your D365 records. This is a real timesaver, eliminating the need for your team to customize the document each time it needs to be sent to a new customer. In addition to being time saving, it also eliminates human error along the way, providing you the confidence of knowing the document was sent correctly the first time.

A final noteworthy feature of the DocuSign/Dynamics 365 integration is the ability to track the progression of your email and document. This level of transparency provides 100% visibility into the entire process, affording you piece of mind every step of the way.

To find out more about DocuSign for Dynamics 365 or to implement it for your business, contact This email address is being protected from spambots. You need JavaScript enabled to view it. today!

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Relationships made easy!

Ever find that two or more of your Dynamics 365 contacts are related and want a quick way to record that relationship? Or have a Contact that is related to an Account record even though it is not directly associated? Well look no further because we have your answer.

Connections in Dynamics 365 are a great way to link records together without any hassle. Sometimes you may want a quick way to link records together without having to spend hours coming up with a custom solution to satisfy this everyday requirement. Connections is your answer for that, whether it be linking records of the same type or of completely different record types.

To connect two records together, all you need to do is click on the Connect button in the tool bar.

This will open the new connection window.

From here, lookup the record you wish to connect to by clicking the name field and then selecting search for more records.

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Importing Data is as easy as 1-2-3!

Are you juggling two CRM systems because you have an overwhelming amount of data in your existing system, and you do not even know where to begin as you make the transition to Dynamics 365? Data importing aside, is a bigger concern loss of data and/or data integrity? Or do you have salespeople attending events and need a quick and easy process for getting all the data which has been gathered into D365?

Your search is over. Importing data is an important task you will need to perform at one point or another. Whether it be when your Dynamics 365 environment goes live or later when you need to bring in data which has been collected in another application. No matter how you slice it, the need will arise! You can import data into standard and customized fields of out of the box and custom entities in Dynamics 365. Not only that, you can also include related data, such as activities and notes. To assure data integrity, you can enable duplicate detection to prevent importing duplicate records.

A few pointers as you prepare your data for import:

Export data from your existing system in one of the following formats: comma-separated values (.csv), XML Spreadsheet 2003 (.xml), Compressed (.zip) or text files. Or save an Excel file, which has had data entered into it, as a .csv or .xml.

Once you have your raw data ready, the next thing you need to do is to prepare your data import template. There are a handful of ways to create a template for your data import into Dynamics 365.

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What’s new in the October 2018 release webinar for Business Central?

What’s new in the October 2018 release webinar for Business Central?

Back in October, Microsoft launched a massive update for Business Central and we want to tell you all about it. In this webinar, we’ll be reviewing the updates and demonstrating how they can change the way you run your business. We’re excited to share the newest updates in Business Central and keeping everyone informed of the latest industry news. Some of the updates that we’ll be discussing are:

1.New Search Experience
2.List enhancements and smart list smart list-type functions
3.New G/L entry user experience 

Date: Wednesday November 21, 2018

Time: 2:00PM-2:30PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

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Power BI 101 Series: Sales Reporting Dashboard with Power BI

Power BI 101 Series: Sales Reporting Dashboard with Power BI Webinar

In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview of your business’s sales performance but also make it easier to drill into sales performance analytics. You will learn all the steps needed to connect your sales data from within Microsoft Dynamics and transfer it into Power BI. Watch us step-by-step as we show you all the calculations needed to make a sales reporting dashboard. By the end of this webinar, we'll show you how to create the following:

1.Sales by Product Line
2.Customer by Location 
3.Sales by Customers 
4. Top Salespersons 

Date: Wednesday November 14, 2018

Time: 2:00PM-3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

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Track changes with Auditing in Dynamics 365

Did you know that there is an auditing feature which comes standard out of the box with Microsoft Dynamics 365? All you need to do is enable and configure it to your needs and going forward all enabled actions will be logged. Auditing allows organizations to easily track high level record changes, granular field level changes, and user log in within the system.

By default, auditing is not turned on in Dynamics 365, so if you are interested in this feature you will need to enable and configure your auditing preferences. D365 provides the flexibility to enable/disable auditing at the organization, entity and attribute levels. It is worth mentioning that to audit at the field level, auditing must be enabled for the organization and the entity.

 

Enable auditing at the organization level

1.  Auditing setup is under the Settings Tile. Click on Auditing and go to Global Audit Settings. To enable auditing, if not ticked already, tick the box Start Auditing.

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Your Dynamics 365 Library: Knowledge Articles

What if your most depended upon customer service rep leaves the company and no one else on the team has the level of knowledge he had on various topics? Or at the most granular level, wouldn’t it be incredibly useful if canned suggestions surfaced when opening a service case for a customer?

There is no reason to spend excess time and money researching and troubleshooting the same (or similar) issues repeatedly. Plan ahead and build a knowledge base which withstands the test of time (and turnover) and is shareable both internally and externally.

Knowledge Articles in Microsoft Dynamics 365 provide the ability to create articles with versioning and translation functions. Building a base of Knowledge Articles allows Customer Service Reps to reference and utilize the information to deliver accurate and consistent information to customers, while following the organization’s processes.

By providing access to the article directly from a Case record, the rep can link the article to the case, thereby documenting its inclusion as a step for resolution. Not only can the rep use the information as an assist to themselves, they can opt to share the article with their customer, who may prefer to “do it themselves.”

Knowledge Articles not only benefit reps, who now have answers at their fingertips, those that administer the articles also have something to gain. Analytics are measured which provide article insights for content managers. A couple key stats are how many views each knowledge article has, and the Cases which have been associated to the article. These statistics allow administrators to not only evaluate which articles provide the most value, but ultimately it may provide intel into where there may be a bigger issue which needs attention.

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D365 Workflows, your personal assistant

Ever wonder how your team can work more efficiently in D365? The answer is automation, and the number one tool to automate processes in D365 is workflows. Many of the simple (and complex) tasks users perform in D365 can be automated using workflows. Workflows evaluate given parameters and perform actions based on predetermined logic. Such an example is the automation of sending a welcome email when a new contact is created without you having to lift a finger.

Workflows in D365 are processes that typically work in the background to automate the flow of information. D365 Workflows are comprised of triggers, conditions, steps and actions. These properties determine the behavior which you want to have occur which impact your D365 records.

There are many functions you can accomplish using workflows in D365, below are some of the most common:

  • Automate Emails – Send out Emails to accounts, contacts or users when a certain criterion is met
  • Transfer Information – Automatically pass data from one entity to another entity
  • Update Fields – Update fields value based on different conditions and field value changes

These are just some of the automated processes which workflows can perform. The true possibilities of workflows are endless because they are custom built and can be created for just about every entity in D365. Contact This email address is being protected from spambots. You need JavaScript enabled to view it. today to learn more about how these quiet helpers can be implemented in your D365 environment, allowing you to be more efficient, organized, and on top of your day to day responsibilities.

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Power BI 101 Series: Financial Dashboard with Power BI!

 

Join us for the second part of the Power BI 101 series as we drill into how to create a financial dashboard. Displaying financial data on a single dashboard allows you to monitor and optimize any financial trends. In just a few clicks we’ll show you how to create a dashboard using your own financial data.

  • View all of your financial data on a single dashboard
  • Drill down into specific metrics that are important to your business
  • Monitor finances to help with future forecasting

 

Date: Tuesday October 30, 2018
Time: 11:00AM - 12:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

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Business Rules - Your One Stop Shop for Writing Logic Statements

Dynamics 365 Business Rules help organizations achieve automation by performing tasks for users based on predetermined logic. This means less time entering data and more time making key decisions. Business Rules can also be used to enforce behavior by controlling certain field properties. This allows upper management to ensure proper steps are taken daily. If these controls are implemented properly, both the organization and users will see the benefit afforded through the configuration of Business Rules.

Business Rules in Dynamics 365 are a simple way to apply logic to your business data without the need for any code. D365 Business Rules are effective, yet easy to manage. The typical Business Rule follows the “if, then” statement structure and often contains two or more parts. The first part is always a condition statement where you state the condition which will trigger the business rule to take effect. The second part is the action, meaning once the set condition has been met, what action should be performed.

Below is sample Business Rule diagram to illustrate how a typical Business Rule is setup.

As you can see, the condition statement is checking the Estimated Revenue for an opportunity, if the Estimated Revenue exceeds a certain threshold then an account manager must be associated to the opportunity. Simple rules like these can help organizations improve their daily process and grow more effective to achieve their goals.

Business Rules in Dynamics 365 can perform an explicit set of functions against records. Below is a list of the actions and what each does.

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Manage all your companies using only one report with Multi-Company Consolidation in Dynamics GP!

 

Management Reporter provides the flexibility of consolidating financial data across one or multiple organizations in one single report. This report includes a summary (consolidated) report for all companies as well as the option to view a report for each of the companies that you are using on the consolidation.

The simplest method to create a consolidation of all companies is by using a reporting tree. A reporting tree is an optional “building block” that allows you to list all companies to be consolidated. Once the report is generated you will have the option to select any company from the reporting node on the consolidated report.

 


Viewing Companies Side by Side

The second option for consolidated reports is to show each company side by side. This can also be achieved by defining a reporting tree with all companies and using that reporting tree to assign each company on separate columns.

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Can’t miss this: Add the Fixed Assets Module into Dynamics GP & improve asset management.

 

The Fixed Assets module for Dynamics GP helps your business improve its asset management by automating the accounting processes surrounding your property. You can use Fixed Asset Management, to set up, enter, and maintain asset records. When necessary, you can add insurance and user-defined information and create additional records for each asset, including investment tax credit information and lease information.

Simplify the depreciation process with modification, recalculation, averaging, comparison and projection capabilities.

Capture asset information in multiple books, allowing depreciation to be tracked under different methods for alternative reporting needs.

Provides accurate and accessible information – capture changes necessary for tax and financial reporting purposes.

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Have you heard of the FREE tools available in the Professional Services Library in Dynamics GP?

 

The Professional Services Tools Library (PSTL) can be implemented in your Microsoft Dynamics GP environment very quickly. This add-on contains a large assortment of 25+ free tools for any business wanting to increase their business productivity. These modules are listed below;

    • Database Disabler – Allows the administrator to block users from logging into a company. The company will not appear in the list of companies when logging in to Microsoft Dynamics GP until the administrator unblocks the database.
    • Shortcuts Copy – Use this tool to copy the shortcuts options from one user to another user.
    • Update User Date – The Update User Date utility automatically updates the user data in Microsoft Dynamics GP to the next date at midnight each day. This is useful if Microsoft Dynamics GP is left running overnight.
    • Menu Inquiry Utility – Shows windows that are enabled and visible in Microsoft Dynamics GP.

 

    • Account Modifier / Combiner – Change a single or multiple account number(s) into new account numbers. Combine all of the open and historical data from two account numbers into one number or combine a range of numbers.
    • Checkbook Modifier – Allows the change of an existing checkbook ID to a new checkbook ID.
    • Fiscal Period Modifier – Use the Fiscal Period Modifier to change fiscal year definitions and reset data in the open and history tables. See detailed instructions before using this tool. Clicking on Setup Periods button removes previous year’s definitions.
    • GL Master Triggers – Keep the account numbers in sync between company databases. Add an account number to one database and it automatically replicates to other assigned databases.

    • 1099 Modifier – If the vendor was not set up as a 1099 vendor, can be used to update the records.
    • PM Master Triggers – Adds new vendors to additional selected company databases.
    • Vendor Combiner – Use the Vendor Combiner tool to combine a current vendor ID with another existing vendor ID.
    • Vendor Modifier – Use the Modifier tool to change an existing vendor ID or range of vendors to a new vendor ID. All work, open and history transactions are moved to the vendor ID.
    • Vendor Name Modifier – Use this tool to change the vendor name.
    • Minimum PO\Receipt Number – Stops Microsoft Dynamics GP from looking backward for unused document numbers.
    • POP Cost Defaulter – Defaults the current cost or the standard cost from the item master card instead of from the Item Vendors record.

 

 

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Experience Digital Banking with the EFT for Payables Module for Dynamics GP

 

In today’s digital banking system, transferring EFT or ACH files to/from your bank has become a key element of any modern business. The EFT for Payables module for Dynamics GP will give your company the ability to automate this process entirely within your existing Dynamics GP environment. Proper utilization of the EFT for Payables module will increase productivity and reduce manual cheque processing.

     
  • Learn more about the EFT for Payables module for Microsoft Dynamics GP.
  •  
  • Eliminate costs associated with postage
  •  
  • Stakeholder has grown accustomed to-the convenience of this immediate payment method. 
  •  
  • Further, it is more environmentally friendly.
  •  
  • More secure than a cheque payment.

 

Contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. to get started today

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Build Dynamic Reports with Excel and Word Templates in Dynamics 365

Microsoft provides a robust connection between SSRS reports and Dynamics 365, allowing a user to run a report providing a summary of defined records. To create custom reports though, you will need to have a high-level knowledge of SQL/XML, or hire a consultant to build the report for you.

Why not take matters into your own hands and build your reports using out of the box components in Dynamics 365? Dynamics 365 offers both Excel Templates and Word Templates, empowering you to create reports which best suit your business needs, using the application that fits the bill.

Excel and Word templates allow you to create and share templates, so documents always have a consistent look and the necessary details included. Excel and Word templates are easily configured by selecting fields from your starting entity (i.e. Opportunity) to use as dynamic values in both Excel and Word. Not only can you select fields from the entity you began from, you also have the ability to select fields from related entities which have either a 1:N or N:N relationship with the starting entity.

With the help of Excel and Word templates, you can prepare beautifully crafted reports, which include data elements dynamically pulled in from D365. Should needs change, you can always modify and upload the revised template into D365, allowing you and your colleagues to always have the most current templates at your disposal.

Some benefits of using Excel and Word templates:

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