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- 10/16/18--03:01: _Microsoft Dynamics ...
- 10/16/18--03:29: _Dynamics 365 Busine...
- 10/16/18--03:59: _Chain of command Or...
- 10/16/18--03:59: _Tip #1180: Rejigger...
- 10/16/18--03:59: _Power BI Desktop Oc...
- 10/16/18--05:22: _Obtain Organization...
- 10/16/18--05:51: _Dynamics 365 Busine...
- 10/16/18--06:00: _Hands On with Micro...
- 10/16/18--06:00: _How to follow a con...
- 10/16/18--06:00: _GP Controller Serie...
- 10/16/18--06:36: _MB6-898 – Understan...
- 10/16/18--06:38: _User Stories for Gr...
- 10/16/18--07:11: _Overwrite Case Numb...
- 10/16/18--07:40: _What’s New for Dyna...
- 10/16/18--07:49: _The USD Accelerator...
- 10/16/18--07:54: _Removing the Micros...
- 10/16/18--08:27: _New and Updated Sha...
- 10/16/18--10:01: _Tag Counting Journa...
- 10/16/18--11:25: _Using OverriddenCre...
- 10/16/18--11:37: _Reconciliation view...
- 10/16/18--03:59: Chain of command Or Method wrapping in D365
- 10/16/18--03:59: Tip #1180: Rejiggering the Outlook App
- Log in to https://outlook.office365.com/owa/
- Click the settings gear in the upper right corner
- Select Manage Add-Ins
- Select “My Add-Ins”
- Tap the … on the Dynamics 365 Custom Add-In tile
- Select “Remove”
- Install the Outlook app from Dynamics 365 instance B
- 10/16/18--03:59: Power BI Desktop October 2018 Feature Summary
- 10/16/18--05:22: Obtain OrganizationService using Application User in Dynamics 365
- 10/16/18--06:00: How to follow a conference or event
- 10/16/18--06:00: GP Controller Series: Improving Bank Reconciliation
- 10/16/18--06:38: User Stories for Grants Manager Plus
- Single Resource Optimization: It provides a quick and simple way to re-optimize the schedules of a selected resource from the schedule board. This is done to ensure the resource continues to have an optimal route after schedule changes and cancellations during the day. For example, a resource may have overlapping bookings after getting assigned an emergency Work Order or arriving late due to traffic during the day. There are two ways to use the single resource optimization feature from the schedule board:
- One-click with defaults: Optimize the schedules for a single resource with one click using the default goal with a time range set to the end of the current day. Performed from any schedule board view.
Note: This requires Field Service v8.0+
- Advanced with edits: Optimize the schedules for a single resource with the option to edit the goal and time range as well as the option to run as a simulation and apply or discard the results. This is only possible from the schedule board view related to your RSO scope.
Refer here for details
- Enabled default optimization goal to simply optimization administrative tasks: when Resource Scheduling Optimization is deployed for the first time, the system will automatically create a Default Goal with some constraints and objectives enabled.
- Enabled constraint for matching resource type: With this new constraint, RSO will match the resource type between requirements and resources to decide which type of resource can fulfill a requirement
- Numerous bug fixes and telemetry enhancements as part of continuous engineering fundamental improvements
- Exclude Pooland Crew types of resources from bookable resource view(s), which are used for optimization scope.
- Exclude Pooland Crew types of resource requirement from bookable resource view(s), which are used for optimization scope (or set “Scheduling Method” to “Do Not Optimize”).
- What’s New for Dynamics 365 Resource Scheduling Optimization v2.7 Release
- What’s New for Dynamics 365 Resource Scheduling Optimization v2.6 Release
- What’s New for Dynamics 365 Resource Scheduling Optimization v2.5 Release
- Release Notes for Resource Scheduling Optimization (v2.0) – Dynamics 365
- What’s New for Dynamics 365 Resource Scheduling Optimization v1.5 Release
- Resource Scheduling Optimization Overview
- Scheduling anything in Dynamics 365 with Universal Resource Scheduling
- 10/16/18--07:49: The USD Accelerator – UCI Version
- 10/16/18--07:54: Removing the Microsoft Dynamics 365 Relationship Assistant
- 10/16/18--08:27: New and Updated Shared XrmToolbox Controls
- 10/16/18--10:01: Tag Counting Journal in Dynamics 365 for Finance and Operations
- 10/16/18--11:37: Reconciliation view & Scheduling a resource in PSA V3
We have added the ability to both Print and E-mail Sales Documents at the same time in three areas. This feature will be useful in allowing you to print and E-mail Sales Invoices all in one process. Previously...(read more)
As you already know, Microsoft Dynamics ERP’s family is having a big evolution this year. Microsoft Dynamics NAV is now the past, while the future is called Microsoft Dynamics 365 Business Central .
Microsoft has improved the functionality of class extension for D365FO by adding wrap logic around methods which are defined in the base class that you are augmenting. Apart from this now you can extend...(read more)
I dedicate today’s tip to Steve Mordue, who asked me how to do this.
Let’s say you have the Dynamics 365 App for Outlook configured against D365 instance A, but you are moving instances and want to use it with instance B.
This month’s update for Power BI Desktop filled with both small and large improvements across the entire product. One huge update is support in the Power BI service for both our composite model and aggregation previews. This really enables you to start ...read more
The Application User is the concept that allows us (developers) programmatic access to Dynamics 365 data and entities. Prior to the introduction of Application User concept we were using...(read more)
As you already know, Microsoft Dynamics ERP’s family is having a big evolution this year. Microsoft Dynamics NAV is now the past, while the future is called Microsoft Dynamics 365 Business Central ...(read more)
Microsoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.
The series index will automatically update as posts go-live in this series.
This post is for those people who skipped Microsoft Dynamics 2018 RTM; you might not be aware that the eConnect Incoming Queue bug which required part of eConnect 2013 R2 to be installed has been resolved.
For Dynamics GP 2018, you can uninstall all previous versions of eConnect and just install the new one.
Today’s #TipTuesday is another non-product tip, but I’ll be knee-deep in sessions at GPUG Summit by the time many of you read this, so in the interest of a “simpler” topic, this is what I’ve come up with!
Today is the first “full” day of the 2018 GPUG (& other UGs) Summit. I get the sense that a lot of users tend to miss out on the news or updates because they aren’t on Twitter, or other social media sites where the news and information flow is often shared first. There are a lot of you out there reading this that may not know or care what a hashtag is, or know what you can do with it.
So, if you’re not an active social media user, here are some tips to help you navigate the world of hashtags and general suggestions on how to follow news or conference/event information in your areas of interest.
What’s a hashtag?
From the Wikipedia definition:
A hashtag is a type of metadata tag used on social networks such as Twitter and other microblogging services, allowing users to apply dynamic, user-generated tagging which makes it possible for others to easily find messages with a specific theme or content; it allows easy, informal markup of folk taxonomy without need of any formal taxonomy or markup language.
The “pound” or “number” key, #, is also known as a “hash”, therefore applying a tag or category to something with that is where the term “hashtag” came from.
In many cases, hashtags have gone crazy. There are no rules or limitations on what hashtags one can use on social media, but during an event there are often either explicitly recommended tags to use or certain tags just start to rise above the rest, as they are more commonly used than others.
All they do is provide you, the reader, with a way to find a lot of information about a single event or topic by searching for that hashtag. During something like GPUG Summit, specific GP content will mostly be shared using #GPUGSummit and broader information (though perhaps not GP specific) will be shared under #UserGroupSummit. The same applies for CRM, Dynamics 365 etc.
But I’m not on Twitter…
Have no fear! You do not need to dive into the abyss known as Twitter (or Instagram or Facebook), where hashtags tend to live. There are many ways to follow a conversation, event, whatever, without signing up for an account.
My method of choice is to use Twitter as the source of things, as that tends to be where there will be more “use” of a hashtag. The one problem is if you decide to just go to Twitter.com, you only have a choice of logging in or signing up.
Here’s the trick: bookmark the URL https://twitter.com/search and you’ll land on a simple search page that says “See what’s happening now”. Type in your hashtag and you’ll come to a page like this (using #GPUGSummit as an example):
By default the page loads with what Twitter deems the “top” results, but across the top you can also go to the latest, the People who are tweeting, only tweets with photos etc. Photos is great if you want to follow a keynote address as typically lots of people will be sharing pics of the slide presentation from their seats.
How do I find out what the hashtags are?
This one may be a little harder for a non-social media user but often event websites themselves will list hashtags right on their event page. In the case of GPUG Summit, it’s near the bottom of their home page: #UserGroupSummit.
In other cases, a simple search on Google or Bing should help you find what you need. (Example: “best hashtag for GPUG Summit”). That search results in a few hits, one of which is a blog from the CRM Software blog that was an article purely focused on the best hashtags to follow for this upcoming event!
Worst case, search for the name of the event, without spaces. If the event is My Big Event 2018, try #MyBigEvent or #MyBigEvent2018. Chances are the most common hashtags used are the obvious ones.
If you were to follow my advice above, and start with the GPUG Summit page to find any “official” hashtags, you would end up searching for #UserGroupSummit. However, that will result in a possibly overwhelming number of hits and posts, as that is the tag for all user groups, not just GPUG, for instance.
Once you find an initial hit (i.e. the search shows many results), scroll through the various tweets to see if others are posting with multiple hashtags. Here is an example from MVP David Musgrave:
Everything with a blue hyperlink is a hashtag or a Twitter handle (username, indicated with the @ sign). As you can see, the bold hashtag is what I searched for but there are many more precise hashtags you can choose from and search on that. Clicking on any one of those things will bring you to that page’s search results so you can pop around to different “subjects” (sort of) to find what set of results most interests you.
Keep in mind, Twitter can be a mess at times, it’s not a coherent flow of information like a blog article is but you will quickly get a sense of what’s “hot” when you see multiple messages about the same or similar things. During the general sessions and keynotes, this comes alive. Once those are done, it goes back to a trickle where the topics become more diverse based on what individual attendees are doing at the time. It can be fun to follow and it can be annoying!
Sometimes you will find one or two people who seem to capture the essence of what you want and you simply click on their name to see what they are sharing. At times that makes the flow of information a little easier to digest for a non-social media user as it’s one person’s vantage point with a little less clutter.
The flow is constant, there is no “keeping track of where you left off” with this approach to following an event. Check in on it every once in a while and the content will look completely different.
Last tip: many of us (myself included) will post their recap articles about the event on Twitter as well, using the same hashtags. Sometimes the information flow itself may be overwhelming if you’re not used to it so watching for blogs to get a more condensed view of the info is good too!
Hopefully you find this useful for following an event you’re not attending (or seeing what other attendees are sharing if they are attending!). After an event is done, it seems like it may be hard to find the information as there is an assumption that everyone followed it all at the time, but of course that’s not true! Even after the event, searching for the hashtag will allow you to scroll back through what happened to get a sense of the big things during the event.
Reconciling the bank account to the general ledger is critical because it is one of the few areas that provides independent confirmation of transactions. Companies are reviewing internal records, the GL, to external records from the bank. This is a critical exercise and a key control point. I’ve personally seen more than one significant mess resulting from missing bank recs.
Most companies reconcile monthly. The monthly reconciliation is tedious and time-consuming, usually coming during the pressured-filled month-end period. Monthly is also a little slow in today’s environment. If a bank rec is missed, it’s another month before it’s complete. Inconsistency around bank recs is a key harbinger of other problems in the organization.
I’m a strong proponent of daily bank account reconciliation. The time required is generally very short. Missing a day, because someone is out, is easily caught up. Errors and problems are identified quickly, not a month later, and month end bank rec becomes simply reconciling the last day of the month.
Daily bank recs support the idea of a lot of little corrections to make sure that things are on the right path. There are details of how to do this at DynamicsAccounting.net with options for automated, manual, and third-party options. The key as a controller is making the decision to implement daily bank reconciliations and following through to ensure that it’s happening.
Links to all the posts in this series can be found at http://mpolino.com/gp/gp-controller-series-index/
As I said in the previous post Certification Exam MB6-898 Microsoft Dynamics 365 for Talent I’ll share my notes that I made while I was reading for the exam.
Here is an overview of the first...(read more)
My company InfoStrat offers government software solutions, and our most popular has been Microsoft Grants Manager Plus , based on Dynamics 365. I receive inquiries on this solution from around the world...(read more)
We might need to update the Case Number (TicketNumber) for Cases according to client requirement.
Here, I will explain a requirement of Parent – Child cases numbers. Child Case number format should be...(read more)
Applies to: Dynamics 365 Organization 9.0+ with Field Service Solution 7.x version or 8.x version
We are excited to announce the General Availability of Resource Scheduling Optimization v2.8 release which includessingle resource optimization, matches resource type constraintetc new capabilities and various usability, performance, quality improvements. Below is a high-level list of features introduced in this release. For details, please refer to the Resource Scheduling Optimization Fall ’18 Release Notes.
If you deploy this version of RSO with Field Service v8.x, RSO doesn’t support Pool, Facility, Crew scheduling scenarios, please ensure:
For more information:
Dynamics 365, FieldService Team
As time progresses I plan to add enhancements, performance improvements and bug fixes into The USD Accelerator …. with this in mind I have just released a version that works with Microsoft’s new...(read more)
A new feature has been introduced by Microsoft for Dynamics 365 called the Dynamics 365 Relationship Assistant. This tool allows users to be kept up to date on many events happening today. It shows reminders for upcoming activities, displays emails relevant to the customer that may need a response and has many other features. It is a very useful tool to help assist with staying organized with customers.
The Relationship Assistant has many useful benefits, however some companies might not see the need for it. Until recently, it was not possible to remove this feature. It was embedded in CRM and displayed for everyone as a new tab called "Assistant" in the Social Pane. Now there is a way to remove it. Simply turning off all the Action Cards of this feature removes the tab from the Social Pane in CRM.
Removing the Microsoft Dynamics 365 Relationship Assistant
Navigate to Settings > Intelligence Configuration
From here, click on the Relationship Assistant tab
As noted by Microsoft, sometimes unchecking the boxes one by one does not work. If you have already done this and the Relationship Tab still shows on forms, try clicking one box then clicking the top check box to select all, then again to select none. Save this option.
You should now see that the Assistant tab has been removed from all forms.
Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Solutions.
The post Removing the Microsoft Dynamics 365 Relationship Assistant appeared first on CRM Software Blog | Dynamics 365.
A few months ago, I posted Code posted! Entities List View Control for XrmToolbox , the first iteration of some shared components for building XrmToolbox plugins. Since then, I’ve been working on...(read more)
Hello readers, Today I am going to walk you through the important but less discuss functionality of AX, Tag counting journal .
When I heard of it for the first time, there are few basic questions popped...(read more)
While working in data migration project, when creating records in the target system, we would want the “created on” field to hold the original value instead of it being set to the actual value...(read more)
I got some hands around to play with the reconciliation view in PSA v3. You remember my previous blog that talked about “Booking resource on a project task or a service ticket” (Link for the blog for your...(read more)