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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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    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 twentieth new feature is New Sort Options in Sales Order Processing Item Inquiry Window. The Sales Order Processing Item Inquiry window has a new Sort By option available; this lets users quickly find the information they are looking for because now they can sort, either ascending or descending, by the following fields:

    • Document Number
    • Document Type
    • Item Number
    • Document Date
    • Customer ID
    Sales Order Processing Item Inquiry

    This feature builds on the new sort options introduced to Payables and Receivables, by making the aame options available in the Sales Order Processing Item Inquiry window. This is a good addition as users are often asking the ability to sort by date; I hope to see it introduced in additional windows in future versions.

    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: New Sort Options in Sales Order Processing Item Inquiry Window at azurecurve|Ramblings of a Dynamics GP Consultant

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    Power BI has been a hot topic lately, and for good reason. There is a lot of noise out there about how Power BI impacts reporting and analytics for Microsoft Dynamics, which has come with some ambiguity...(read more)

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    Microsoft Flow is an online service from Microsoft that gives you the possibility to build workflows through different web-based services. Since the release of Microsoft Flow mid-2016, the amount of connectors...(read more)

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    Over the last few months, since the feature was released with the fall update, we have seen many people trying out the new Intelligent Cloud functionality in Microsoft Dynamics 365 Business Central. This...(read more)

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    After a new installation or upgrade of Dynamics CRM and installation of the current version of FieldService, you will find some default business process flows. If you want to hide or delete this, just...(read more)

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    As we enter the new year it is always a good time to evaluate where you are and where you want to go. This is also a good time to evaluate how far you have come. I have been reflecting on the change management...(read more)

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  • 01/02/19--09:14: How to Clear your Cache
  • Most browser-based systems, including Dynamics 365, rely heavily on the local “browser cache”, which is a storage area for frequently used application data that’s required to use the system. Storing this...(read more)

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  • 01/02/19--09:14: How to Clear your Cache
  • Most browser-based systems, including Dynamics 365, rely heavily on the local “browser cache”, which is a storage area for frequently used application data that’s required to use the system. Storing this...(read more)

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    Despite the recent Texas ruling declaring the Affordable Care Act (ACA) unconstitutional, the health law remains in force for US employers. So be sure to:

    • File all related IRS forms for 2018 now
    • Keep tracking employee eligibility and affordability around health care benefits for 2019

    IRS and ACA filing season is now – what do you need to do? We’ve made a checklist list for you:

         1. Organize your data

    • Make sure you store your 2017 filing data before starting on 2018 so that you have it somewhere in case of an IRS audit later on. Some solutions – such as the Integrity Data ACA Solution - have a data retention package you can download.
    • Gather your 2018 data – if you’ve been doing this all year long – great! If not, this step will take more time…
      • You’ll need to prove employee eligibility (or not) for healthcare benefits (make sure you use a consistent measurement method) AND you’ll need to prove affordability based on your least cost health care plan. Confused? Check out our ACA educational resources to get up to speed.

    If you are using the Integrity Data ACA solution, please review this KB article to see what exactly you need to do.

         2. Use this data to populate your 1095-C

    The ACA reporting requirements are burdensome. Getting your 1095-Cs right can be stressful. Integrity Data’s Compliance team, in the trenches since 2012, has put together this primer to help you ensure you have accurate 1095-C forms.

         3. Check your 1095-Cs twice – to avoid any common errors.

    There's so much to do during ACA filing season, so sometimes all it takes is a “stupid mistake” to trigger an IRS penalty letter – here are some common ones.

         4. Send out your forms

    • 1095-C forms must be sent to employees to by March 4, 2019 (extended from January 31)
    • Copies of all 1095-C forms along with your 1094-C to the IRS by:
      • February 28, 2019 if paper filing
      • April 1, 2019 if electronically filing - this is easiest AND required by the mandate if you have over 250 1095-C forms

    For any snail mail, be aware that postage rates increase on January 27, 2019!

    Still confused? Need urgent help? We've got the answers and the services you need before, during, and after ACA filing season – contact us today!

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    Your Dynamics CRM is loaded with features and functionality that are proven to improve and speed how you do business on most every level.

    The sad fact is that your sales team likely only uses 10 - 20% of them.

    This problem isn't unique to Dynamics CRM or any business technology platform: it's pretty much the same across all tech. People get into ruts, they use the tools and apps they already know, and ignore the rest.

    But when you add sales proposal automation— configure price quote software (CPQ) — to Dynamics 365, it can actually increase overall adoption and use of your CRM in general. Here's why.

    Accessing sales quotes in Dynamics

    Every successful sales rep lives and dies by how many quotes he has in circulation. When you add CPQ to Dynamics 365 as single sign-on solution, you create integrated workflows in which a rep “passes through” the CRM platform to see what opportunities closed and when.

    Because while Dynamics has the ability to track a quote, most reps usually don’t go beyond tracking from “sent” to “signed.” A CPQ solution, however, provides “micro-tracking” functionality that delivers deeper data within the sent-to-signed process, data and details that can help a rep more quickly close any given opportunity, which compels a rep to dig into both his CRM and CPQ tools more often.

    CPQ as the (inter)face of your CRM

    From a customer perspective, most all of the “action” in your CRM goes on behind the scenes. Because while you may track every interaction with a customer, that same customer neither knows nor likely cares about how you’re tracking the progress of the sale.

    However, they are fully aware of and engaged with the quote you send them, which makes your sales proposal automation solution the de facto place where your CRM connects with the customer’s world. They may not know you tracked calls a, b, and c, on dates x, y, and z, but they are likely to be 100% certain that they have received a quote and when the “sign-by” date is.

    And the sales proposals you send via your CPQ solution can put a "pretty face" on your company, too. Far too often, reps are building and sending their own quotes. Unless every rep in your organization is both a professional designer AND a professional copywriter, this is rarely a sound  business practice.

    But a CPQ system integrated with your Dynamics CRM solution means reps have access to dozens of professionally designed sales proposal templates, and that the content therein (e.g., products and pricing) may be centrally administered, too.

    How are you sending sales proposals within your Dynamics solution? How well does each proposal reflect your brand and business? If you’re looking for consistency in sales proposals and improvements your overall sales quote workflow in your CRM, it’s time to integrate CPQ.

    The post Can CPQ (sales proposal automation) improve Dynamics CRM adoption? appeared first on CRM Software Blog | Dynamics 365.

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  • 01/02/19--09:26: Thanks KingswaySoft
  • Thanks KingswaySoft for coming up with one of the best tools for Data Integration and especially the SSIS Integration Toolkit for Microsoft Dynamics 365..(read more)

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    I am again back with my First post of 2019. Hope you all enjoyed New Year Parties. Wishing you all readers again Happy New Year. Today we will play around Role Center Headline Page and add our Message...(read more)

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    There are so many tricks to making sure your employees adopt your new Dynamics 365 Customer Engagement (CE) implementation.   All the onus is put on the customer for this user adoption.   After all, the...(read more)

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    In the admin center you can define the offer settings You have three options for the offer approvers and three options for the candidate. The approvers choices are: The offer must be approved...(read more)

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    So much can be accomplished with PowerApps! In today’s blog post, we will walk you through the incredibly simple process of using PowerApps to send text messages with prefilled content using your own phone’s native messaging app. It’s just one example of the potential of PowerApps.

    With PowerApps, we can generate text messages in a couple different ways:

    • Using a Flow to send an automated message. Typically, this requires the use of a 3rd party action in Flow which will incur additional costs.
    • Using the sender’s own device to send the message through its native texting application. This option uses existing carrier rates to send the text message, which for most plans is free due to unlimited texting – therefore, it is the preferred method.

    You can even configure the body of the text message in PowerApps to make the whole process only two clicks:

    1. Click the Send on-route text message button in Power Apps.

    2. Click Send.

    Slick, right? Now let’s look at how we can automate this process with a very simple formula.

    1. In the “OnSelect” event of our button, we will add the Launch() formula Launch(Address, Label, value). As the name suggests, Launch is used to open or launch an application on your device – it could be your phone’s native SMS/texting app, a phone call app, or even a browser. In our example, we will pass the SMS: along with the customer’s phone number in the Address parameter and then pass “body” in the Label parameter to denote the location of pre-populated text of our choice, which is the Value parameter. The pre-populated text is a concatenated string of text along with fields from the Customer record to personalize the message.

    2. Note that in terms of the necessary code, there is a slight difference in the syntax between IOS and Android devices. Android follows the comma-separated syntax describe above: Launch(Address, Body, Content). However, Apple devices use a slightly different syntax that uses ampersands (&) and equal signs (=) instead of the commas, yielding the following syntax: Launch(Address & Label=Content). To handle the specific syntax for Apple, we concatenate the three Launch parameters into the first (Address) parameter. We add the ampersands and equal sign syntax into the string and the Apple device will interpret the syntax and will open a new message.
    • Android: Set the syntax by using the format provided in the hover over, which is Launch(Address, Label, value). Below is the Android syntax used in our example:
      Launch(“SMS:”& Gallery1.Selected.address1_telephone2, “body”, “Hey ” & & “! We are en-route to your location for the appointment. We will be there in less than an hour!”)
    • IOS: The entire syntax is located in the address parameter of the Launch formula , with the ampersand and equal sign being passed after the telephone number as part of the body string (highlighted below):
      Launch(“SMS:”& Gallery1.Selected.address1_telephone2 & “&body=Hey ” & & “! We are en-route to your location for the appointment. We will be there in less than an hour!”)

    So, there you have it! Although simple, the Launch formula can help you not only automate your processes, but also save you a lot of money by using your carrier’s (unlimited) texting plan.

    Tip: You can also use the Launch() function without the “body” seen in the examples above. If you just say Launch(“SMS” & Gallery1.Selected.address1_telephone2), it will launch the SMS/texting app on your phone with the customer’s phone number filled in. This gives you the ability to seamlessly transition from the PowerApps to your native texting app to send personalized messages to your customer.

    We hope this helps. Don’t forget to subscribe to our blog for more!

    Happy PowerApps’ing!

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    On previous versions, trace flags 1117, 1118, 1224, 2371 and 4199 were frequently recommended to improve the performance of AX 2009 and AX 2012 systems. An explanation of each can be found here: https...(read more)

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    In October I was number 6 in the blog leaderboard in the Microsoft Community,   In November I made it to number 4. In December I made it to top 3! It’s still a lot of work, but I have about 70...(read more)

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    A question was asked on the Microsoft Dynamics 365 Community forums about how to hide or show a workflow action button based on the current user’s role, and since there are a few different ways to...(read more)

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    There’s no question that your data, locked away safely in the depths of your GP system, can give you a great deal of insight into the operations of your business. Getting it out of the database and into an intelligible form, on the other hand, can be a daunting task, especially if you have very specific criteria. But then again, one doesn’t invest in an ERP system just to stick with the basics, right?

    At GPUG Summit 2018 in Phoenix, one of our very own Dynamics Reporting Specialists, Sean Hunter, presented a Breakout Session showing attendees how to capitalize on SmartLists. This solution helps mere mortals extract just the data they need to do anything from accounts and reporting cleanup, to full-blown decision making at the highest levels. Here’s some highlights from the session:

    SmartLists haven’t always been the easiest to configure. There’s a few great add-on tools from ISVs that have cropped up, helping you to tame this beast. But we’re going to talk about one that you might not have known about – and which lives right under your nose, as a default component of Dynamics GP!

    SmartList Designer is your secret reporting weapon. Why should you use it? Here are three reasons:

    1. Creating SmartLists gives you a world of reporting options.
    2. SmartList Designer is under active development – getting better with every release of GP!
    3. The price – FREE. Sure to put a smile on every CFO’s face.

    How does it work? Take a look:

    In the SmartList Designer, start by clicking new. Name the SmartList, choose a product, and select the Series the SmartList will display in.

    Check the box next to the Table Name to select all fields in the table, or expand the node to select individual fields. To select more than one table, simply check the boxes next to all desired tables or fields to be included. (If you select more than one table, you must set their relationships also – more on that in a moment!)

    Review the Selected Fields: There is no way to change the default order once added in the Designer. You should select the fields in the order you would like them to appear. Removing the fields that are out of order, and adding them back in the order you want allows for changes.

    Now, how are the tables in your SmartList related? Use the Relationship area to define it. The Auto Link function can be used most of the time to link tables to one another quickly.

    • Inner Join will relate a table as a one to one. In the example, an Inner Join means that the customer number would have to exist in both tables.
    • Left Join will relate data from one table to the other, but still return data from the first table even if there is not a match.
    • Cross Join means that you join both tables together and return all data without relation to one another.

    But wait – you can do more than just pull static data. You can also perform math calculations and even manipulate string data before it is included in the report by means of Calculated Fields! Click the Function icon in the upper-right of the Field Display to access the Create Expression window. Next, select Table Fields to calculate with, Functions to handle arithmetic or strings, and Constants to add in set values for calculation.

    As a side note, there is even a Go-To feature to link to other SmartLists. It’s basic though – there’s no passing of parameters or other manner of controlling the flow – You would have to filter further once you access the next Go-To.

    All of this sound like a lot of work? Are all the options sending you reeling? Try cutting your teeth on a more bite-size project – Look through the built-in lists, and find one that is similar to a report you want to produce, and customize the existing SmartList! That’s a lot easier, right? Here’s how: Simply select an existing SmartList in the Designer before you click New – and voila! This will bring in all of the fields from the existing SmartList to begin modifying.

    All of these neat features can aid you in drilling down to the information you need. However, not all the decision makers can make sense of a page full of rows of data – but if your SmartList is based on a View, rather than just tables, you’ll see a button labeled “Publish” – this will create an Excel document filled with the results of the SmartList query. From there you can put your spreadsheet skills to work making a more visual representation of the report to “wow” the management!

    Of course, there’s still more to learn. There’s an undocumented issue with Excel exports when you rearrange the columns – and a workaround. The Designer can help you add security controls to your lists with the Security Workflow for new view creation. Import and Export of lists. Favorites. And many other features!

    And yet, this is only the tip of the iceberg of what can be accomplished with Microsoft Dynamics GP. We at Turnkey Technologies are committed to helping you get the maximum benefit from your investment in an ERP system. We have a team of GP experts, like Sean, whose combined knowledge can tackle most any project or requirement you can conceive!

    Contact us to find out how to unlock the power of Dynamics GP in your enterprise.

    You can download Sean's PowerPoint from GPUG Summit 2018 here.



    By Turnkey Technologies, Inc.- Microsoft Gold Partner based in St. Louis, Missouri.

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    Just discovered this today. You can open a list of shortcuts from anywhere in the application. Right click>>View shortcuts opens this form.(read more)

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