Using Power Automate (Flow) to Create Sub-Folders in SharePoint

Posted on: October 7, 2020 | By: Guy Logan | Microsoft Dynamics CRM

The native SharePoint Online integration is a great feature in D365 Customer Engagement (CRM). It allows users to do a variety of things, including: Create, Upload, and View Documents in SharePoint from within the customer engagement apps. Take advantage of SharePoint document abilities such as checking documents in and out. Provide an organized method for locating documents with the app; a better approach than just creating attachments to a note...


Four Easy Ways to Process Customer Payments in Business Central

Posted on: October 1, 2020 | By: Guy Logan | Microsoft Dynamics Business Central

In Microsoft Dynamics 365 Business Central, payments that are received from customers are recorded in the cash receipt journal. This journal then posts to general ledger, bank, customer, vendor, and fixed assets accounts. You can apply the payment to one or more debit entries when you post the payment, or you can apply from the posted entries later. There are four ways that you can process customer payments in Business...


Why travel businesses need a strong CRM system now more than ever

Posted on: August 18, 2020 | By: Guy Logan | Microsoft Dynamics CRM

We are constantly changing the way we work and live in the world. Whether it’s a pandemic or even a switch to a different brand of soap, changes both big and small impact our everyday choices. And this means that nearly every industry has found itself adjusting and transforming to fit our lifestyle and environmental changes. However, there are few industries that have been so deeply impacted as the travel...


How To Use the Navigation Pane in Microsoft Dynamics GP Like a Pro

Posted on: August 17, 2020 | By: Guy Logan | Microsoft Dynamics GP

Whether you’re a new or experienced user, navigating Microsoft Dynamics GP can be confusing, especially if you’re unfamiliar with technology. That’s why we recommend using the Navigation Pane to our clients. The Navigation Pane is a quick and easy tool that can allow you to move through Dynamics GP without having to use their various menus. In this blog post, we’ll be discussing the four key tips you should know...


Why You Should Expand Your Business with New Field Services

Posted on: August 14, 2020 | By: Guy Logan | Acumatica

Why do you own a business? Most people look to businesses as a way to provide a service or product that helps their customers. But you’re also in business to turn a profit. Finding ways to grow the bottom line and gain new revenue opportunities is important to keeping your business afloat. In this blog post, we’ll be talking about how adding field services to your offerings can help you...


Using Technology Intensity to Accelerate Business Value for Manufacturers

Posted on: August 13, 2020 | By: Guy Logan | Microsoft Dynamics Manufacturing

Technology intensity has become the new buzzword of the manufacturing industry. Many say that companies who embrace technology intensity are bound to be more successful. Sure, we know that technology holds great power in giving companies a sharp competitive edge. But what exactly is technology intensity and why is it important for companies today to build a cohesive digital strategy? In this blog post, we’ll be discussing the importance of...


What’s New in Microsoft Dynamics GP Coming in October 2020?

Posted on: August 11, 2020 | By: Guy Logan | Microsoft Dynamics GP

With the continuous advances in technology, systems like Dynamics GP are constantly changing to create the most innovative solution for its users. In a recent announcement, Microsoft revealed that they have scheduled a new release of Microsoft Dynamics GP. In October 2020, Microsoft Dynamics GP will be upgraded to a new version called Dynamics GP 18.3. In this upgraded version of Dynamics GP, there are numerous exciting new features that...


How AI and ML are Improving the Insurance Industry

Posted on: August 10, 2020 | By: Guy Logan | Microsoft Dynamics CRM

As technology continues to change the way we work, insurance is one of the many industries that has seen a massive impact from these new influxes of technology. The insurance industry as a whole relies on the consumption of large amounts of data. Through data from historical data resources or even FitBit devices, insurance companies are able to manage and assign risk, determine best policies and other crucial decisions regarding...


Turning Your Data into Valuable Information Through Acumatica

Posted on: August 5, 2020 | By: Guy Logan | Acumatica

After you enter your data into a system, this data can be used as valuable information when making important decisions like developing financial plans and understanding next steps with a client. Acumatica’s Power Generic Inquiries helps to easily extract the data you need and use it for reporting functions and analysis. Specifically, you can use your this to highlight specific conditions by applying your Saved Filters and conditional formatting for...


How to Create a Journal Transaction Through Excel in Business Central

Posted on: August 3, 2020 | By: Guy Logan | Microsoft Dynamics Business Central

Time is a valuable resource, and our clients are always asking us how they can use their technology more efficiently to save time. For example, manually importing your thousands of records and transactions into your systems can be extremely time consuming and inefficient. In Dynamics 365 Business Central, Microsoft Excel is a great tool that can help with this problem. Through Excel, you can import transactions into Business Central, allowing...