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A one stop shop where the Microsoft Dynamics ecosystem can learn, share, connect and network with others within the Community. Peer to Peer discussions , product demonstrations, blogs & videos.

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    Rok 2018 powoli dobiega ku końcowi. Właściwie to, rozważając jedynie aspekt zawodowy, to w moim przypadku praktycznie się już on zakończył. Okres międzyświętami Bożego Narodzenia i Nowym Rokiem zamierzam...(read more)

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    This is the 11th blog of this series, before this I have created last blog from module 3 on the topic “Manage Scheduling options” which you can check here: MB2-877 MICROSOFT DYNAMICS 365 FOR FIELD SERVICE...(read more)

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    Once again, time has flown by and 2018 comes to an end. Before the new year starts, the prisma group wishes you peaceful holidays and takes a short Christmas break. The year 2018 was another year full...(read more)

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    There’s an interesting feature in Visual Studio Code that I see it’s quite unknown to all but that internally we use often when working with distributed teams: extensions recommendations. ...(read more)

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    In this question I wasn’t sure if they were talking about the setup in the interview stage or when you setup the interview to send to a candidate. In the interview stage you have several configuration...(read more)

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    A few months ago I had a requirement where I needed to flag records as expired which were past their expiry date within Dynamics. I have seen/implemented various techniques before that involved using Dynamics...(read more)

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    Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

    The fourteenth new feature is Duplicate Check Numbers Option Extended.

    This feature sees the Checkbook Maintenance (Financial area page » Cards » Chechbook) option to allow or not allow Duplicate Check Numbers extended to other windows. This means that if this option is not marked, duplicate checks are not allowed in these three windows. Previously, this option only applied to Payables checkbooks but now it includes:

    • Bank Transaction Entry
    • Payroll Manual Checks
    • Miscellaneous Checks
    Checkbook  Maintenance

    If you try to create a check/cheque in any of three windows listed above, the following error message will be produced:

    Microsoft Dynamics GP - This check number has been used.

    While small, this new feature can prevent errors by preventing the same cheque number being used more than once.

    Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index

    Read original post Hands On With Microsoft Dynamics GP 2018 R2 New Features: Duplicate Check Numbers Option Extended at azurecurve|Ramblings of a Dynamics GP Consultant


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    With this December preview we are mainly releasing bug fixes (closed bugs in December), as the whole team is working hard on the process of converting the base application to AL, improving tools performance...(read more)

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    It’s relevant to not only engage customers but also to make users keep excited about Dynamics 365 and using it for as a purpose to compete. This results in the success of D365 implementation among users...(read more)

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    Once you setup “ Azure Attachment Storage ” application in CRM; you can use the “ Report and Admin ” link to move the existing attachments from CRM to Azure Blob. But the drawback...(read more)

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    2018 was a busy year for the Dynamics 365 Portal product! From the end-of-life of Adxstudio v7 to the release of new features like SharePoint and PowerBI integrations, I’ll cover the most exciting developments...(read more)

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    This is the 12th blog of this series, before this I have created last blog from module 3 on the topic “Implement the Schedule Board” which you can check here: MB2-877 MICROSOFT DYNAMICS 365 FOR FIELD SERVICE...(read more)

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    Whether you’re new to Dynamics GP, or have been using it for years, occasionally, you probably come across a question or issue you’re not sure how to solve. When that happens, you usually have two choices. One, Google your question until you find the answer published on a webpage hidden somewhere in the depths of the Internet. Or, if you don’t have the time, energy or patience to find the answer by searching online, you can always ask your Microsoft partner. And, while I’m sure your Microsoft partner will be more than happy to help you resolve the issue, we all understand sometimes you would rather try to fix the problem yourself, instead of enlisting outside help. For those instances, I would like to suggest another helpful resource.

    Because Dynamics GP has been a popular business management system for decades now, a vibrant online community has sprung up around it. Somewhat overlooked parts of this online community are the Dynamics GP forums where users can go to ask each other questions and get the help with their software. So, today I thought I would take a few moments and introduce you to a few of the available online forums. Hopefully they prove useful to you the next time you find yourself faced with a Dynamics GP question you don’t know the answer to.

    Please note: Intelligent Technologies, Inc. endorses none of the websites listed below. Their inclusion in this blog is only for our readers‘ education and convenience.

     

    Dynamics GP Forum #1: Microsoft Dynamics GP Community

    About the Group

    The official Microsoft online community for Dynamics GP users.

     

    What You’ll Find:

    • Event information
    • Blogs (written by Dynamics partners and Microsoft support staff)
    • Social media streams
    • Videos
    • Dynamics GP Forum (Search a collection of over 36,000 posts and post your own questions). Get fast help and free support from qualified experts.

     

    How to Join?

    You can explore the community and search for solutions without joining. But, if you want to post a question/comment in the Dynamics GP forum or receive email notifications, you must sign up. To do this:

    1. Click "Sign in" at the top of any Microsoft Dynamics Community page.
    2. Sign in with your Microsoft account credentials. (Hint: if you have an Outlook.com account, a Hotmail account, a Messenger account, or a Xbox account, you already have a Microsoft account). You can sign into the community with your existing username/email and password.
    3. If you do not already have a Microsoft Account, click "Sign up now" and follow the instructions.
    4. On the "Join the Microsoft Dynamics Community" page, create a screen name and a private email address (which won't be shared).
    5. Specify if you would like to receive emails from Microsoft Dynamics and click Join.

    Tip: If you've accidentally created more than one community account, learn more about how you can request your accounts to be merged.

     

    Dynamics GP Forum #2: GPUG (GP User Group)

    About the Group

    A user-led, user driven community of 31,000 Microsoft Dynamics GP users. Make the most of your Dynamics investment with education, networking, and events.

     

    What You’ll Find

    1. Strategic Content Center which includes:

     

    • Dynamics GP Toolkits
    • Dynamics GP Role Based Learning Plans
    • Dynamics GP Topic Based Learning Plans
    • Dynamics GP Tip Sheets
    • Dynamics GP Employee Onboarding Plans

     

    1. Online training
    2. Professional Networking Opportunities
    3. Dynamics GP forums

    And more.

     

    How to Join?

    Visit this webpage to get started. Membership to GPUG requires a yearly fee, starting at $450. Explore the membership options in greater detail.

     

    Dynamics GP Forum #3: Dynamics User Group (DUG)

    About the Group

    An independent, free user group designed for anyone with an interest in GP. Get answers to your questions or help others by answering theirs.

     

    What You’ll Find

    • Blogs (A curated collection of GP related blogs from around the web).
    • Dynamics GP Forum

     

    How to Join?

    This step is unnecessary to read or search existing content. But, if you want to contribute to the Dynamics GP forum conversation, you can join by following the instructions on this page.

     

    There you have it. We hope you find a Dynamics GP forum useful the next time you run into an issue that leaves you scratching your head.


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    Microsoft have announced the retirement of Dynamics 365 exams. Dynamics 365 Customer Engagement exams retiring on 31st March 2019: MB2-715 Microsoft Dynamics 365 customer engagement Online Deployment...(read more)

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    Today, I will be discussing about how to generate a canvas app from excel table in PowerApps. Lets say we have scenario where we want to show list of volunteers. For this purpose we need to file create...(read more)

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    Today we will see how we can add our Wizard Page to Assisted Setup. Continuing from previous post this is the second part as both are inter related. If you have not gone through earlier post see here how...(read more)

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    Here are the resources from this month’s BizApps Readiness Community Call Microsoft Apprenticeships for Dynamics Levels https://www.gov.uk/apprenticeships-guide Providers: QA https://apprenticeships...(read more)

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    Today, I will be discussing about how to create an odbc connection in AX. As we all know our system might require data from external resources for instance directly connecting with data base. For this...(read more)

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    I’m a big fan of having a good professional picture for LinkedIn, Microsoft Teams, and other work-related online presence tools; as I’ve written about before. Many times people have pictures of themselves they like, but perhaps don’t have a professional background (because of the beach scene behind you).

    Recently I’ve run across a couple of tools that within a few minutes can edit that vacation picture into a professional selfie.

    Background Removal

    I’ve tried to do background removal before in Photoshop, and that experience made me hate Photoshop with the fire of a thousand suns. But I found a free online tool called https://www.remove.bg/ that does the background removal automagically, only keeping a person in the shot! The process is simple, just upload your photo and download the result, sans background.

    Remove.bg.png

    Background Addition

    Now that you’ve removed that beach scene, you need to replace it with something, so you need a photo editor. (No, I’m still not using Photoshop. Still hate it and it’s not free.) For this step there’s a free online photo editor called LunaPic https://www.lunapic.com/.

    Upload the photo from the Background Removal step, then navigate to Draw menu > Background Tool.

    LunaPic Image 1.png

    Then click on “use our patterns or colors“.

    LunaPic Image 2.png

    Now pick a color. Black, white, and grey are all excellent options. Click the Apply button when you’re happy with the color and save the photo.

    Original Photo

    Joel Headshot August 2017

    Updated Photo

    Here’s the result after removing the background and replacing it with a black one.

    imageedit_2_8978800151

    More Colors

    One other idea I had for colors is to use your company’s branding colors for the  background. Here’s the same image as above using SAGlobal Blue.

    imageedit_3_3393231619

    Cropping

    LunaPic also has a simple cropping tool (Edit > Simple Crop Tool)– you’ll want to do a square crop and your eyes should be approximately 1/3rd the way down from the top.

    LunaPic Image 3.png

    Additional Examples

    Here are some other photos taken with various cameras and settings showing the possible results. I tried to use some more complex background examples to show the results – in same cases it’s not perfect (my hair is losing some “spike”), but in general I feel this works quite nicely for a small profile picture.

    I’m a dork.

    Now I’m a dork with piercing eyes.

    A recent picture going from a busy background to a SAGlobal color background.

     

    Good luck; hope to see your smiling faces online!


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    There is a standard sitemap for all Dynamics 365 instances, but chances are the default sitemap does not scream ease of navigation for your organization. It is important that Users can easily find the entities they need without hunting column by column, and more importantly, they see what they need to see, and ONLY what they need to see.

    Dynamics 365 provides the ability to modify the standard sitemap without coding, allowing everyday users to easily modify the layout, making it a better fit for your business. You will need either the System Administrator or System Customizer role to perform the following actions.

    To customize the sitemap, simply go to Settings > Customizations > Customize the System.

    You will find multiple sitemaps under Client Extensions, there is typically one which contains all apps, and then others which are each tied to a specific app.

    In this case, we are using the default one which is labeled “Site Map”.

    There are three components that you can easily drag and drop to create/modify your sitemap. Once you have each of the components added, you can click on each one and configure the properties for each component. And if necessary you can drag and drop the components around to change their order and/or the column they display in. You can also remove components which are not needed.

    Tips:

    1. You will need to check the Show Groups checkbox to enable the Group before dragging the Group to your sitemap.

    2. You can choose different Types of components for a subarea, and once you choose an option, irrelevant fields in the pane will be greyed out.

    If you need assistance or have any questions when configuring your sitemap, please feel free to reach out to our support team at support@websan.com. We are always happy to help you increase the productivity of your Dynamics 365 environment!

    The post Ease Navigation, Edit the Site Map in Dynamics 365 appeared first on CRM Software Blog | Dynamics 365.


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