As companies grow, ERP complexity and customization increases. Therefore, upgrades can become intensive, disruptive, and time-consuming. It’s no wonder many companies will delay upgrades for long periods of time. Next to “new implementation,” no words may impact a client more than “upgrade.” After all, companies aren’t still on Microsoft Dynamics AX4 and Dynamics AX2009 because…
After working with Microsoft Dynamics AX/Dynamics 365 for Finance for the last decade as an end-user, implementer, consultant, and in sales. During that time I have participated in many of the following conversations: Dynamics implementations go over budget Add X months to your timeline for a realistic expectation Expect Change Orders in your Implementation Here…
What is the best way to process customer payments for your business? There several ways that you can process customer payments in Microsoft Dynamics 365 Business Central. Two of the options allow you to post a payment without applying it to an invoice(s) or memo and process the application later. The third option requires you…
The October 2018 release of Dynamics 365 for Finance and Operations (Version 8.1) introduced several new and very useful features in the core financials management area of the application, along with other new functionalities and enhancements across various other modules, analytics, overall platform, extensibility and more. In this blog post, we will review some of…
Have you encountered a message stating “The currency ID is not selected for this posting account” in the Microsoft Dynamics GP General Posting window? This message may appear to indicate that the General Ledger Account directly above the message is missing the currency association as shown below. In actuality, the message is simply stating that…
Dynamics 365 Business Central delivers a complete view of your fixed assets with key information in a single location. Not only can users enjoy the ease of reports and save time by maintaining data in one spot, but eliminating the need to enter data from one application to another significantly reduces the risk of data…
I’m a southern boy, born and raised. At this time of the year, I can’t stop thinking about pecan pie. I wasn’t sure what makes it so delicious, so I asked my aunt, who my belt would agree makes the best pecan pie. Apparently, it has a lot to do with quality ingredients, order, and…
As you may already know, Microsoft Dynamics GP allows the attaching of documents and images to some Master Records and Transactions — this includes Item Numbers in the Inventory module. So, this got me wondering if there was any way an image attached to an Item Number could be used and printed on your Dynamics…
In our most recent Power BI implementations, we had a client come to one of our consultants and say “I have a meeting with the board next week. I have used Power BI in the past and I like it, but I don’t have time build the reports I need. What can be done?”. Using…
All who attended Microsoft Inspire in Las Vegas and the Microsoft Business Summit at Seattle this year would have heard a lot about the Microsoft Power Platform. All the surrounding apps and services in Dynamics 365, such as Microsoft PowerApps, Flow, Power BI, CDS, etc. now are referred as the new Power Platform. These powerful…
