Many of our clients ask us how best to handle the various activities available within the Dynamics 365 suite, especially with the crossover to Office 365. While there are no “set in stone” rules, we have put together some best practices suggestions, based on the functionality available within different programs. So, the question is… What…
Those of us who make our living in the Microsoft Dynamics Ecosystem have made friends with Dynamics 365 and apprehension has been replaced by enthusiasm and eagerness to innovate.
Hello, Good to be back here on the blog !!! Jumping straight into the topic here today about a new addition of a feature for vendor prepayments in relation with fixed price project revenue recognition !! Issuing large amounts of prepayments to vendors is often a common business requirement for large scale, long-term fixed price projects, which involves a lot…
Workspaces in Dynamics 365 for Operations Workspaces are one of the new hallmark features in Dynamics 365 for Operations (formerly Dynamics AX). Each workspace provides an overview of a specific business processes, rather than focusing on module. Within Workspaces, you can view both transactional data and analytical data through visuals, tiles, KPIs, and quick links…
The Personalization options has been a very widely used feature, which is powerful and has always allowed users to personalize various screens based on what they would like the screens to look like. You can learn more on the Personalization options in the New Dynamics AX on my earlier post. While this is a great feature…
All of us encounter errors from time to time, and sometimes they are a bit tough to troubleshoot. By reading the Log File attached to an error message, you can glean some useful information that may help point the way toward a solution. The error you see in the picture below is fairly common. We…
BUSINESS CHALLENGES Maintains a complex IT environment, spanning from ticketing and e-commerce to financial and donor management SOLUTION Microsoft Dynamics CLIENT SUCCESS With the comprehensive financial information the Georgia Aquarium captures with Microsoft Dynamics, the organization is able to strategically plan for the future. The Georgia Aquarium is the world’s largest aquarium in terms of gallons…
A common trick used in BI360 with the Data Warehouse is to utilize account attributes such as parent and child to speed report execution. This is easy in the Data Warehouse since you can easily add attributes to a dimension. But did you know you can use the same methodology if you are reporting directly…
These steps are specific to modifying an existing Word Template. If a report is printed and Microsoft Word automatically opens up to display the report, then a Word Template is being used. IMPORTANT NOTE: Even though the end result appears in Word, the Dynamics Report Writer (DRW) report is still being used to pass the…
