Is your company using Microsoft Dynamics 365 CRM and running out of storage space? Are your Dynamics 365 file storage bills from Microsoft taking a big bite out of your budget? Have you considered optimizing your storage space by moving your notes and email attachments to Azure? If so, Attachment Management by Microsoft Labs might…
It’s hard to believe NetSuite was founded over 20 years ago! After all, they were the first cloud ERP and the first cloud application. Not only has NetSuite proved to be one of the best financial management systems available, NetSuite has added so many features and capabilities over the years that it’s become a leading…
Microsoft Power BI is the leader in the analytics and Business Intelligence marketspace. Many times, businesses want to begin leveraging business intelligence tools like Power BI but aren’t sure were to start. When evaluating a new Power BI implementation the first place to start is with the data. How is Data Created? First, review how…
When you are a professional services firm or project-based business, your bottom line is driven by resource utilization. If your business suffers from disconnected or siloed systems of people, processes, and technology, the various parts of your organization can’t integrate their data, which makes it impossible to track and measure utilization effectively. On the other…
Microsoft has launched many new Dynamics 365 for Finance and Operations updates this Spring. I am sure you have heard of Run 1 (or the Evergreen Application) which puts all users on the latest version of Dynamics 365, always. This eliminates the need for intensive and time-consuming upgrades. Alongside the Dynamics 365 for Finance and…
The new version of Common Data Service, which is referred to as CDS for Apps (CDS 2.0), is extremely powerful — and when integrated with Microsoft Flow, PowerApps, PowerBI, and Dynamics 365 the results are unparalelled. In this post, we will walk through the steps to create, integrate, and test a complete Dynamics 365 integration…
Do your subsidiaries have different logos? Do you need to print a subsidiary-specific logo for transactions, like customer invoices, credit memos and vendor purchase orders, rather than your corporate logo within your NetSuite environment? Here are the steps to make it happen: Step 1: Add the subsidiary logo in the subsidiary setup Go to…
Here’s a nifty trick to enable you to have both your NetSuite sandbox and your production environment open at the same time! As you likely know, NetSuite lets you select a specific role within either a sandbox or production in which to work. To have them both open at the same time, simply open one…
Have you been looking for a fast and simple solution to upload and attach files to records and easily organize them in your NetSuite File Cabinet? Whether you’d like to attach and save customer agreements to a customer master record or scanned vendor bills to a vendor bill transaction record, we recommend using the NetSuite…
As a professional services firm or project-based business, there are two key factors to maximizing revenue – utilization and billing rate. While individual firms have some ability to manage billing rates, it is primarily driven by external factors – market fluctuations, economic issues, labor availability, regulatory changes – driving supply and demand. Utilization, on the…
