Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Tag: Microsoft Partner
Default Sorting Options in New GP Release
Posted on: October 21, 2021 | By: Jim Bertler | Microsoft Dynamics GP
In anticipation of the newest release for Dynamics GP, we announced in our last GP blog post that we will be highlighting some of the new features for users to get excited about! Today, we will be discussing the new feature Default Inquiry Sort options for Payables, Receivables, and Bank Reconciliation in GP. This feature is so exciting because it will increase efficiency and save time for users by cutting...
Key Components of Dynamics 365’s Marketing Module
Posted on: October 16, 2021 | By: Jim Bertler | Microsoft Dynamics CRM
Thorough, data-driven marketing is at the heart of any successful company, and having the software capabilities to target the right audience and create a personalized customer journey and experience is crucial for any marketing efforts. Microsoft Dynamics 365 comes equipped with a marketing module that allows you to do all of that and more. In this video, a Logan consultant reviews and shows some of the key components within the...
Dynamics 365 Release Wave 2: What To Look Forward To
Posted on: October 7, 2021 | By: Jim Bertler | Microsoft Dynamics AX/365
In such a competitive, online marketplace, it’s imperative that companies use the most updated software available to manage their day-to-day operations. Microsoft understands this need for constant technological evolution and gives users updated releases of their solutions throughout the year to address the ever changing needs of their users. Dynamics 365’s 2021 release wave 2 will occur throughout the months between October 2021 and March 2022, and includes updates to...
Setting Up Financial Reporting Using Account Schedules in Business Central
Posted on: October 5, 2021 | By: Jim Bertler | Microsoft Dynamics Business Central
Business Central is a great comprehensive solution for companies because of the ability to leverage different modules with one another in order to maximize the efficiency and benefits of the system. It’s important for users to understand the advantages they can have within the system, so in today’s post, we are going to give an overview of how to set up financial reporting through the utilization of account schedules in...
Updating Sales Dashboards in Dynamics 365
Posted on: September 19, 2021 | By: Jim Bertler | Microsoft Dynamics AX/365
One of the most important parts of any software solution is the functionality of dashboards. These provide you with insightful, real-time data on your business practices and can help point out any areas where changes need to be made. Dynamics 365 has dashboards for a lot of different areas and being able to skillfully navigate and analyze them is crucial to having a successful user experience. In this video, a...
Intelligent Order Management in Dynamics 365
Posted on: September 19, 2021 | By: Jim Bertler | Microsoft Dynamics AX/365
Starting at the beginning of August, a new feature of Dynamics 365 called Intelligent Order Management became generally available for users. In today’s post, we are going to give an overview of the capabilities of this new application and how it can benefit your business. What is Intelligent Order Management? Customers globally want their purchasing experience to be as simple as possible, expecting to be able to browse, select, purchase,...
The Future of Dynamics GP
Posted on: September 14, 2021 | By: Jim Bertler | Microsoft Dynamics GP
Dynamics GP is a well-known, popularly used Microsoft solution that has been around since the 1980s. However, in this digital age we are starting to see a shift from on-premises data to using the cloud for data storage and analysis. This begs the question, what is going to happen to Dynamics GP? In the video below, one of our expert consultants talks about the future of Dynamics GP and the...
Using Dynamics GP and Power BI to Empower Data Visualization
Posted on: September 14, 2021 | By: Jim Bertler | Microsoft Dynamics GP
Dynamics GP is a fantastic software if you want to be able to view your company’s raw, real data. Not only is it an ideal solution to safely store data, but it also comes with the ability to integrate with a myriad of powerful tools to maximize your user experience. We are going to take a closer look at one of the tools called Power BI, a data visualization and...
Creating Production Orders in Business Central
Posted on: September 10, 2021 | By: Jim Bertler | Microsoft Dynamics Business Central
In our last blog post on Business Central’s manufacturing features, we discussed production orders and the different forms of them within the system. In today’s post, we are going to go over how to manually create your own production order. As a refresh, a production order is an order given to a company with a specified quantity of inventory to be created and delivered in a specific time frame. It’s...
Marketing to Your Target Audience in Dynamics 365
Posted on: September 3, 2021 | By: Jim Bertler | Microsoft Dynamics CRM
When acquiring new clients or maintaining relationships with existing clients in the insurance and wealth management industries, it’s important to have a lot of different avenues to go about doing this so that you can generate new business for your company. Dynamics 365’s Customer Engagement platform makes it easy for you to make use of your data and maximize exposure to your target audience. We believe it’s important to empower...












