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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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    Introduction: Power App helps to customize the app in easiest way just dragging and dropping controls. In today’s blog we will explore more on Notify functions which works exactly like JavaScript Alerts...(read more)

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  • 12/31/18--01:00: Top 10 Sales Tips of 2018
  • Ledgeview Partners

    For this Ledgeview Partners “Top 10 Popular Post” recap, we’re focusing on the most popular sales-focused content that lived on our blog in 2018.

    For this series, we have determined the most popular posts based on CTR and the time spent on each individual post.

    We couldn’t help but notice some telling themes in popularity that may beg the question for your leadership: “Are these topics top of mind in our day-to-day practices?”

    The most clicked-through content of the year, under the sales focus, leaned heavily on these two sub-topics: sales and marketing alignment and using technology to empower the sales team.

    That in mind, here are the specific blog posts you loved most with a sales-focus in 2018 that we hope will inspire you to enhance your sales strategies in 2019 …

    How to Use Email Analytics in CRM to Drive Sales

    10. How to Use Email Analytics in CRM to Help Drive Sales

    As a salesperson, you may wonder – what’s the proper way to use email marketing campaign data from your marketing automation or email marketing tool to drive sales?  How many people actually click on your emails or use them to learn about your products/services, and where do I start?

    The experts at Ledgeview answer some of these basic questions within this post.

    How to Use Social Analytics in CRM to Help Drive Sales

    9. How to Use Social Analytics in CRM to Help Drive Sales

    As a salesperson, you may have once believed social media data to only be important to marketing team members, but it’s time to eliminate that stigma from your workflow.

    Social data analysis should be important to you as a salesperson.

    We explain why and dive into some of the major benefits that social analytics has for salespeople within this post!

    Aligning Sales & Marketing

    8. Creating a Technology-Focused Strategy to Align Sales and Marketing

    While this post was originally published in 2016, the tips still apply and hold high value to this day for Ledgeview Partners readers.

    Within this popular blog content, we share six recommended steps to create a technology strategy that is focused on fostering alignment between your sales and marketing teams.

    Learn about them when you recap this post with us.

    Empower the Sales Team with Marketing Analytics

    7. Ledgeview Sits Down with Act-On to Talk Empowering the Sales Team with Marketing Analytics

    In early 2018, Ledgeview’s own Senior Business Analyst and Marketing Guru, Jodie Gilroy, sat down with Act-On Software to talk about “Empowering the Sales Team with Marketing Analytics”.

    We share key takeaways from her interview within this post, which includes tips on creating sales and marketing alignment, driving sales, optimizing the customer journey, and more.

    You can also listen to the original podcast interview when you read this post.

    The Benefits of a Well-Defined Sales Process for Managers vs Employees

    6. What are the Benefits of a Well-Defined Sales Process for Managers and Employees?

    When considering the sales process, it is important to think from the customer’s perspective. Thinking about how they approach the process from their end will help you to best understand how to deliver solutions to them.

    Explore the benefits of thinking from the customer’s perspective, and more, when you recap this post with us.

    “A defined sales process has consistent steps that align with the way your buyers buy,” says Greg Dove, Ledgeview Partners Director of Business Consulting.

    “By defining the specific activities that move a prospect or customer through the buying process, your team is able to improve deal velocity and consistently qualify opportunities.”

    LVP eBook

    5. Why Inside Sales Reps are the Future of Sales Programs

    When you truly understand the role an inside sales program can play within your organization, you can begin to identify the facts around what makes a successful program.

    According to Dave Elkington at Inside, Inside Sales Programs are growing 300% faster than Outside Sales.

    Learn more about the benefits of an inside sales program and why inside sales reps truly are the future of sales programs in 2019, and onward, when you recap this post.

    How to Create a Sales Process that Will Drive Results

    4. 5 of the Most Common Sales Process Mistakes and How to Avoid Them

    We all want to do our best to create more effective sales processes so that we can empower our sales teams, grow our bottom line, expand our organization’s value, and create better customer experiences, right?

    In this post, we explain how you can avoid some of the most common sales process pitfalls organizations across industries and of different sizes face today.

    Empower Sales with Customer Analytics

    3. 5 Ways to Empower your Sales Team with Customer Analytics

    This post is a bit of a throwback for Ledgeview, but, yet again – the tips still apply!

    If not, this post wouldn’t be nearly as popular.

    When it comes to Customer Analytics in CRM, salespeople can leverage them to become smarter sellers. We explain how in this post.

    Sales Tips from Ledgeview Partners

    2. 10 Stats that Prove Sales and Marketing Alignment is Critical

    Sales and marketing alignment is one hot topic, which is why it’s mentioned several times in this “popular post” log!

    In this post, we put more insight and intelligence behind the concept with 10 important statistics that are still relevant at the end of 2018, and as you move forward as a salesperson or team in 2019.

    Sales Process Tips

    1. 5 Key Elements of an Effective Sales Process (Infographic)

    Is your current sales process effective?

    Or, do you find that sales is following multiple processes that often causes confusion, delays, and lost opportunities?

    In this post, we share some top considerations from one of our customer-favorite sales infographics!

    If you want to learn more about what elements will make an effective sales process for your organization, this is a must-read.

    What is your all-time favorite sales-focused blog post or other piece of content from Ledgeview?

    Do you have ideas for a piece of content you’d like us to create on a specific topic? Reach out to us to submit your request!

    Get in touch with the marketing department via this form.

    Thanks for reading and subscribing to the Ledgeview Partners blog.

    We can’t wait to bring you more sales-focused posts to help you create stronger alignment, and grow your bottom line in 2019!

    Contact Ledgeview Partners

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    In this blog I will discuss how we create the default dimension having dimension attribute and dimension attribute values. Please see below screenshot with source code explanation. Explanation of source...(read more)

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  • 12/31/18--01:24: New Year’s Eve – 2018
  • This post is about Brexit, Dynamics 365, leopards and my 2018! Its New Year’s Eve so we’re about to launch into 2019 …. what better time to reflect on the year that has just gone?? They...(read more)

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  • 12/31/18--02:57: NEW YEAR, NEW “YOU”
  • Originally posted on Sapna's Yoga Diary : Are you planning for new year resolution and thinking on how you can make 2019 a “happy year”? It all begins and ends with ‘YOU’ so...(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 nineteeth new feature is Mass Update Master Records from Navigation List. This feature today is the ability to mass update a group of master records from the Navigation Lists; you can now inactivate and reactive multiple records at the same time for the following master record types:

    • Accounts
    • Checkbooks
    • Customers
    • Vendors
    • Items
    • Employees

    In addition, the vendor navigation list allows you to mass update the temporary status; a visual indicator quickly lets you know the status of these records:

    Vendors navigation list

    With one caveat I like this new feature. Since they were introduced in Microsoft Dynamics GP 10, clients have been making more and more use of navigation lists; more interactivity can only be a good thing and the indicators make it easy to see the status of creditors.

    My caveat, is the presence of the option to toggle Temporary status. This is used by almost no clients and is very risky as temporary creditors can be deleted, regardless of history.

    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: Mass Update Master Records from Navigation List at azurecurve|Ramblings of a Dynamics GP Consultant

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    Introduction: This blog explains  how to Authenticate Dynamics 365 Online with Client Credentials. Steps: Steps in Azure 1. Register a App in Azure Active Directory. Login to more)

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    I would like to share a consideration I take while designing Teams that you might need to make certain records shareable. I faced an issue once when users started to use Default Teams created on Business...(read more)

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    Introduction: In this blog we will see how to filter customer type field in Dynamics 365 to only show Accounts/Contacts dropdown. Implementation: Step 1: For demonstration purpose we will filter...(read more)

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    Issue: Void Transaction Appears in show journal in POS for Dynamics 365 for finance and Operations 8.1 When the system is upgraded to dynamics 365 finance and operation version 8.1 the user will observe...(read more)

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    Issue : Database Sync Error while applying deployable packages or Updates. Usually the Database sync error occurs at step 11:GlobalUpdate script for service model: AOSService on machine: —- Follow...(read more)

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    In this blog I will discuss how we can import records from Excel file in Dynamics 365 Finance and Operations. Please see below screenshot with source code explanation: Explanation of Source Code (1.1)...(read more)

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    2019 is at our doorstep and it’s a year I have high hopes of! Right before Christmas I got a mail that informed me that I was selected to speak about Dynamics 365 for Talent at Summit EMEA in late...(read more)

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    2018 is done and about 50% of salespeople and sales managers are enjoying their eggnog because they reached or exceeded their 2018 Quota. The other half are updating their resume’s and wondering about...(read more)

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  • 12/31/18--08:46: Happy New Year 2019

  • May the new year days be as bright as the sunshine and as calm as the moonlight. Have a wonderful year ahead.

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  • 12/31/18--09:19: My 2018 in Infographic
  • This year was good for me, but my the best achievement this year was something personal… I’ve lost almost 30 kg and now I run 10 km everyday (on the begining of year, I could run less than...(read more)

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    Adding new products to a list of price lists can be time consuming so why not automate that with Flow. Here is the overview of the flow: I use the trigger ‘When a record is selected’...(read more)

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    Neil Parkhurst is a freelance Dynamics 365 consultant and Microsoft MVP. He has worked in IT since the 1980s and for most of those 30+ years has been involved with Microsoft technologies. As the author...(read more)

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    What topics were the most popular with ERP Software Blog readers in 2018? Take a look:

    1. The Differences Between Microsoft Dynamics AX, GP & NAV by John Stucky, TrinSoft, LLC
    A comparison of the differences between products in the Microsoft Dynamics product line. Specifically, looking at the differences between Dynamics AX, Dynamics GP, and Dynamics NAV because these three offer the most common feature set and overlap, and we get the most questions to help differentiate these when organizations are trying to determine which one is best for them.

    2. Basics of Lookups in Dynamics 365 by Columbus Global
    This blog post is for those of you who are looking to understand Lookup fields in Dynamics 365 (or Dynamics CRM), or a quick refresher on how lookups work. It will help you determine when you can DIY and when you need help.

    3. Bank Deposit, Bank Transactions, & Reconcile Bank Statement Windows in Microsoft Dynamics GP by John Stucky, TrinSoft, LLC
    This post discusses the windows in Dynamics GP related to cash receipt, bank activity and reconciliation of bank statements and how to make the best use of them.

    4. Dynamics NAV 2018 Advanced Warehouse Management by iCepts Technology Group, Inc.
    With Warehouse Management Systems functionality in NAV, your company can manage items on a bin level. Receive and put away items in a bin; pick items from a bin according to a put-away template, and pick items based on the zone and bin ranking. Move items between bins using a report for optimizing the space usage and the picking process or move items manually. Warehouse instruction documents are created for the pick and put-away process, which can be carried out for sales, purchases, transfers, returns, and production orders.

    5. How Will Artificial Intelligence (AI) Impact ERP Software? by Peter Joeckel, TurnOnDynamics
    You’ve probably noticed that claims of AI-powered software solutions are starting to pop up more frequently, including in the context of ERP. To be clear, regardless of what breathless marketers and science fiction fans love to dream about, there is currently no such thing as artificial intelligence in its truest form, and technology advances that improve ERP solutions today aren’t AI. Read about what AI can and can’t do.

    6. Understanding the Ledger and Sub-Ledger Processing of Entries in AX by Indusa
    Since every business conducts several hundred transactions within each accounting year, they should be recorded in different accounts as required by their accounting standards. Read how Dynamics AX uses robust principles to manage the ledger and sub-ledger processing of entries, simplifying financial management activity for organizations.

    7. Project Management in Microsoft Dynamics NAV 2018 by iCepts Technology Group, Inc.
    Microsoft Dynamics NAV has recently been enhanced with new features and deeper functionality into its core application including updates to Project Management in Jobs. Jobs are a way for you to schedule the usage of your company’s resources and to keep track of the various costs associated with the resources on a specific project. Jobs involves the consumption of employee hours, machine hours, inventory items, and other types of usage that you may want to track as a job progresses. Explore Jobs’ new functionality and simplified features.

    8. The Difference between Cloud, Hosted and On-Premises Software by Anya Ciecierski, CAL Business Solutions
    One of the major choices facing any company evaluating ERP software is what type of deployment model you will choose. Will you rely on a traditional on-premises, remotely hosted or cloud-based implementation? What is the difference between the three and how does a company decide to choose one over the others?

    9. Microsoft Dynamics NAV 2018 Product Guide Download by iCepts Technology Group, Inc.
    Microsoft Dynamics NAV 2018 comes with a wide set of features including new ERP functionality in mobility, business insights, and cloud services which provides great opportunities for deployment, supporting business processes, and enhancing business productivity within your organization. To learn more, you can download the Dynamics NAV 2018 Product Guide.

    10. Dynamics 365 Business Central Capabilities Comparison by iCepts Technology Group, Inc.
    Dynamics 365 Business Central is an all-in-one business management solution that’s easy to use and adapt, helping you connect your business and make smarter decisions. It’s built on functionality within Microsoft Dynamics NAV and adaptable to extend business applications to other Microsoft Cloud Services such as Office 365, Microsoft Flow, Power BI, and PowerApps. This post compares the functionality and pricing between the Essentials and Premium Versions.

    Want to check out the hottest topics for 2019? Visit and sign up for the RSS feed or subscribe to receive new blog posts via email.
    Are you a Microsoft Dynamics ERP Partner that is interested in writing for the ERP Software Blog? Contact us.

    By ERP Software Blog Writer,

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    Relationship Assistant is one of the features of the Dynamics 365 Embedded Intelligence suite. This assistant aids in monitoring and tracking daily actions and communications. The assemblage of action cards hosted within Relationship Assistant displays tailored, actionable insights throughout the application. Its functionality includes:

    • Reminding you of upcoming activities
    • Gauging your communications in order to intelligently advise the right time to reach out to an inactive contact in your portfolio
    • Recognizing email messages awaiting your reply
    • Alerting you to Opportunity close dates as they approach.

    Follow the steps below to enable Relationship Assistant and begin enjoying all the intelligent action cards embedded in Dynamics 365.

    Step 1:    Click Settings > Sales AI.

    relationship assistant

    Step 2:    Click Relationship assistant > Configure.

    relationship assistant

    Step 3:    Under Cards, select the Actions you wish to enable.

    relationship assistant

    NOTE:    By default, only the basic Card options are enabled. To enable the Advanced Cards, select the checkbox to reveal the following additional options:

    relationship assistant

    Under each of the Advanced Cards categories are additional options available. Since the options are different in each category, explore all of them.

    relationship assistant

    Step 4:    Click Save and begin enjoying the benefits! Once you start using these, you’ll wonder how you ever got along without them.

    Be sure to subscribe to our blog for more helpful Dynamics 365-related posts!

    Happy D365’ing!

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