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...


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...


How to Use Microsoft Dynamics GP for Accurate Manufacturing Variance Reporting

Posted on: July 29, 2020 | By: Guy Logan | Microsoft Dynamics GP

As a manufacturer, it is critical to effectively and accurately measure your manufacturing variance. Manufacturing variance is the difference between your planned costs versus your actual costs.  In the past, measuring manufacturing variance meant taking in product class or type into account and reporting was daily, weekly or quarterly. Today, measuring manufacturing variance can be refined to just the line items per order, and reporting can be instantaneous. Understanding your...


How to Use Power Automate with Calculated or Roll-Up Fields

Posted on: July 27, 2020 | By: Guy Logan | Microsoft Dynamics CRM

Several years back, Microsoft first introduced calculated and roll-up fields in Microsoft Dynamics CRM. Over the last few years, they’ve provided great functionality to the system and have been constantly used in our client projects. However, one of the key limitations we’ve discovered is that you cannot trigger workflows or reference them in a workflow or business rule.  There’s no doubt that the development of plug-ins or JavaScript codes have...


How to Prevent Check Fraud with SafePay from Microsoft Dynamics GP

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

Check fraud is a very real risk to your business. Check payments continue to be the most common business-to-business payment method, but also the most vulnerable to fraud. According to the Association for Financial Professionals (AFP), in 2018, 70 percent of all U.S. organizations reported check fraud, with losses totaling more than $18 billion dollars. But that doesn’t mean those losses are inevitable. Positive Pay and SafePay are two of...


Why Insurance Companies Use Microsoft Dynamics CRM to Stay Competitive

Posted on: July 15, 2020 | By: Guy Logan | Microsoft Dynamics CRM

The relationship between data and the insurance industry can be more than complex. Being able to manage, control and secure data in a valuable way that still meets all security and regulatory requirements leads to numerous challenges. For example, keeping up with new requirements while maintaining compliance with previous regulations can be time-consuming and expensive without the right knowledge or tools in place. And with the impact of the COVID-19...


How to Increase Team Efficiency through Connected Data

Posted on: July 10, 2020 | By: Guy Logan | Acumatica

Professional service organizations of all industries face the challenges of balancing resources and requirements to keep customers happy and utilization high. As the pace of business has accelerated, the need to have instant visibility into every aspect of the business has increased. Reporting that only looks at the past doesn’t deliver the information that managers need to keep projects on-time and on-budget.  To manage projects proactively, employees and managers need...


Save Time with Recurring Sales and Purchase Documents in Dynamics 365 Business Central

Posted on: July 8, 2020 | By: Guy Logan | Microsoft Dynamics Business Central

When our clients are navigating Microsoft Dynamics 365 Business Central, they can find themselves manually entering the same data in sales and purchase orders, invoices and more. For example, they might need to create sales and purchase lines with similar information on multiple documents for recurring replenishment orders. If you want to stop spending time manually entering the same information over and over again, take a look at how you...