Tag: Microsoft Dynamics Partner

Microsoft Dynamics 365 Business Central is a popular ERP solution for small to mid-sized businesses. The 2023 release wave 1 plan includes updates and new features that improve application capabilities, development experiences, and integration with the Microsoft Power Platform. Here's a closer look at what's coming in each of these areas. Application Updates Enhancements to the user interface: Business Central will have a modern and more intuitive user interface that...

It’s very common for online Business Central users to use an authentication service when logging in to ensure security. Microsoft has recently announced that they will be removing the ability to authenticate users using a basic authentication. Instead, users are being recommended to use modern authentication. This can be set up using SmartConnect. In today’s blog post, we are going over how to integrate modern authentication using SmartConnect. Creating the...

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...

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...

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...

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...

One of the most common issues that occur in GP is the issue of a stuck batch. A stuck batch can occur due to connection issues that can occur due to various reasons (Network Issues, Workstation errors, massive data processing etc.). While users can attempt to correct the connection issues, it is likely that at some point users will be forced to deal with a stuck batch resulting from a...

Microsoft Dynamics 365 for Finance and Operations gives users the opportunity to reach goals from anywhere at any time. Providing employees with flexibility can increase productivity and improve work-life balance. D365FO gives you the opportunity to equip employees with these benefits while still maximizing profit and productivity. Flexibility Giving  your employees the flexibility to work from anywhere at anytime if they can’t make it to the office will reduce stress...