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CRM User Adoption: A Customer Story

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It's a crucial question that needs be answered in every CRM project. How do you get people to engage with system? Recently, I spoke to one of our customers, Jenny Bicket, the CRM administrator...(read more)

How To Install Microsoft SQL Server 2016: Installing SQL Server Integration Services

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Microsoft Dynamics GPThis is a short series of posts on how to install Microsoft SQL Server 2016; the series index can be found here.

When I started the installation of the Analysis Cubes for Microsoft Dynamics GP as part of my ‘Hands On with GP 2016 R2 series, I knew I needed SQL Server Analysis Services (clue was in the name), but I didn’t initially realise that I was going to need SQL Server Integration Services (SSIS) although in retrospect it should have been obvious too.

The reason SSIS is needed, is that the Analysis Cubes in SSAS are populated by integration jobs from SSIS (scheduled using SQL Server Agent).

So I had to come back and install SSIS. You do this by launching the SQL Server setup utility and, under Installation click on New SQL Server stand-alone installation or add features to an existing installation:

SQL Server Installation Center

Decide if you want updates from Microsoft Update and then click Next:

SQL Server 2016 Setup: Microsoft Update

Verify that all rules have not failed and click Next:

SQL Server 2016 Setup: Install Rules

As we are installing SSIS on the same server as the rest of SQL, mark the Add features to an existing instance of SQL Server 2016 and click Next:

SQL Server 2016 Setup: Installation Type

Under Shared Features mark Integration Services and click Next:

SQL Server 2016 Setup: Feature Selection

When configuring the Service Account it wasn’t very keen on allowing me to use a domain account, so I left the default account in place and just clicked Next:

SQL Server 2016 Setup: Server Configuration

Check the summary of the installation options and click Install:

SQL Server 2016 Setup:

Just before the end of the installation, I received a message stating that One or more affected files have operations pending. You must restart your computer after the setup process is completed. I’m not sure if this message always appears when installing SSIS, but if it does then click OK and remember to restart your computer when the installation is complete:

One or more affected files have operations pending. You must restart your computer after the setup process is completed.

Once the installation is complete, click Close:

SQL Server 2016 Setup: Complete

Before using SSIS, reboot your machine if you received a message prompting for this.

Click to show/hide the How To Install Microsoft SQL Server 2016 Series Index

How To Install Microsoft SQL Server 2016
Installing SQL Server Database Engine
Configuring SQL Server Reporting Services
Installing SQL Server Analysis Services
Installing SQL Server Integration Services

Read original post How To Install Microsoft SQL Server 2016: Installing SQL Server Integration Services at azurecurve|Ramblings of a Dynamics GP Consultant

How to Process Check Payments in Microsoft Dynamics NAV

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Processing Check Payments in Microsoft Dynamics NAVArcherPoint How To Blog

Microsoft Dynamics NAV users often have to make a payment to a vendor using a check. Fortunately, Dynamics NAV does have a provision to process payments via check.

To get started, navigate to Department, Financial Management, Payable, and select Payment Journal.

There are two ways to generate Payment Entries:

  1. Dynamics NAV can suggest the payment that needs to be processed based on last payment date and other fields. Select Suggest Vendor Payment from the Payment Journal as shown below:
    Suggest Vendor Payments in Dynamics NAV from the Payment Journal
    Figure 1 - Suggest Vendor Payments
  2. You can create payment journal entries for a specific Vendor and apply documents that you want to process against that payment using the Apply Entries function.

    Key in the Vendor No and select 'Apply Entries'. The system will populate Open Entries for the Vendor. You can select one or more documents that you want to process against this payment using Set Applies-To ID in the Apply Entries screen:
    Apply entries to a Vendor payment in Microsoft Dynamics NAV
    Figure 2 - Apply Document(s) Against Payment

For check payment, select the following options in the Payment Journal:

  • Bal. Accounting Type = Bank Account
  • Bal. Account No. = the bank account you wish to pay from (Note that the Last Check No. should be available & Bank Currency should be same as Payment Journal currency)
  • Bank Payment Type = Computer Check
    Payment Journal Options when making a check payment in Dynamics NAV
    Figure 3 - Mandatory Fields for Check Payments

For a Check Payment Journal Line, the check should be printed before posting the payment. You can preview the check using the Preview Check option.

The Check Report should be printed on the check received from the bank. Standard Microsoft has a letter size check but your partner can customize your check report as you require.
Printing a check before posting in Microsoft Dynamics NAV
Figure 4 - Print the Check Prior to Posting

Once a user has a printed check, they can post it in the Payment Journal. If there are some discrepancies, then the user can void the check using the Void Check Option from the Payment Journal screen.

If you have any questions about this function or other Dynamics NAV questions for any version, contact ArcherPoint. You can read more "How To" blogs from ArcherPoint for practical advice on using Microsoft Dynamics NAV. And, if you are interested in NAV development, check out our collection of NAV Development Blogs.

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Managing Idea Forums in Community Portal in Dynamics 365

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This post assumes that we have already set up the Community Portal. To create a new Idea Forum, go to CRM – Community – Idea Forums Create a new idea forum record. Type of Voting can be one of the following Up, Up or Down, Rating. Saving...(read more)

Dynamics 365 Sales & Power BI Dashboard Integration

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So last night in the airport (With Limited Wifi) I was having a look at Power Bi within Dynamics 365 CRM and have noticed a few new features that I have not seen before I am running Dynamics 365 Sales...(read more)

Disabled “From” field on email entity

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After an update to Dynamics CRM 8.1.0.359 it happens that the “From” field of the email entity is permanently disabled / locked on all forms, even in the workflow-editor. It seems as the updates...(read more)

Associating Knowledge Base article with Portal in Dynamics 365.

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Suppose we have setup the Community Portal and we want to configure Knowledge Base articles with the Portal. For this, we need to go to Settings à Service Management à Embedded Knowledge Search Specify the Portal URL and other settings Once...(read more)

Use /XRMServices/2011/OrganizationData.svc

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Folks, I have been using CRM Online/2016 and when I have tried CRUD oData in JS, /XRMServices/2011/Organization.SVC didn't work....browser was throwing strange errors on content type. But actually...(read more)

Never ending Security Model

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I was asked to review the current security model recently by one of my clients; The current security model was based on one single BU but requirement was to create multiple; I have created multiple...(read more)

Custom integration of CRM Online to Sharepoint On-Prem

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Goal: Develop custom module to integrate CRM online to Sharepoint On Premises Business Need: Business do not want to store the documents in Sharepoint online or any other online Process: I am going...(read more)

CADLink: Integrates CAD with ERP That Saves $1000’s

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Clients First Texas is excited to give a webinar on a real time saver for manufacturers who use CAD and need a simple integration with ERP.  We recently partnered with an Independent Software Vendor (ISV) with great references: CADLink by Qbuild.  The software seamlessly integrates your ERP to CAD with documented returns. The webinar will be held on February 16th at 2 PM CST. (more…)

One year later: Verifone expands Payment-as-a-Service availability for Microsoft Dynamics AX, Dynamics 365

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It has now been a year since Verifone announced its partnership with Microsoft to provide comprehensive EMV-ready Payment-as-a-Service solutions certified for Microsoft Dynamics AX for Retail and Commerce . That announcement came at the NRF ...read more

Dynamics 365 – FUD as a Sales Tool

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I got a call the other day from a customer who said that another partner told them that they should not use a solution like ours because “It can cause issues”. I thought, what a vague and crappy thing to say. I assume this partner was not a reseller of ours, did not know what they were talking about, and just wanted to plant some FUD in the customer’s mind, but I thought I would address it anyway.

FUD as a Sales Tool

FUD is an acronym for Fear, Uncertainty and Doubt. It is a common sales tactic used by almost every seller… since the beginning of time. It is typically utilized in competitive situations. The idea being to plant negative ideas into your prospect’s head about your rival’s products or services. It tends to consume about 50% of any sales conversation, with things like, “Oh your talking to Acme, I heard they were going out of business“, or “I heard that Acme really socks it to you post-sale with hidden charges“, or “Tools like RapidStart CRM can cause issues“. The trick with FUD is to make a claim that cannot easily be clarified to the contrary by the customer on their own, leaving that FUD seed to fester in the prospect’s brain. You can usually tell when you are in a competitive situation against a FUD user, because the customer starts asking ridiculous questions about your company, products or services.

Combating FUD

The first instinct in combating FUD is to spray FUD back. Usually this results in a customer becoming completely uncertain about everybody and not moving forward with anybody. If you actually want to get the business, you need to resist the urge to punch back. A better approach would be to ignore the fact that there is a rival at all, and address the concerns directly. For example “I feel like you have some questions you have not asked me, I want you to be completely confident before moving forward with us, so please give me the opportunity to address any concerns that you may have“. 9 out of 10 times, this will break loose those critical unasked questions, many of which your rival may have planted. Answer confidently, but not incredulously or defensively. Ignore the fact that the rival planted the question, and instead act as though the customer came up with this concern on their own. Each concern that you address satisfactorily, makes your rival look worse… without your even mentioning them. I go into every sales conversation with the belief that we are the best choice for the customer, so I not only don’t focus on the competition, I ignore them completely.

“It can Cause Issues”

This is Classic FUD. “Issues” is a scary word that is seldom used in a positive way. I am going to go ahead and share with you some of the “Issues” that RapidStart CRM can cause for you, or your customers. One issue for our resellers, is having to figure out what to do with the additional revenue, adding Dynamics 365 to their practice will generate. I have had resellers complaining to me on the phone, that they are torn between buying a new boat, or a Harley… it can be traumatic. Similarly, customers are complaining that their users are actually using Dynamics 365, meaning they are no longer able to get the gossip at the water cooler like the old days… no one is there to discuss the new girl’s clothing choices!!

Issueless Deployment

Our RapidStart CRM deployment solution for Dynamics 365 is the opposite of “Issue creating”. In fact, it solves a multitude of “issues” for new deployments, particularly for non-crm partners. Without having to hire and train resources, any partner can start offering Dynamics 365 confidently to their customers. RapidStart CRM includes some solution files that we install on your customers Dynamics 365 instance. I think this is the root of the FUD, so I will explain them.

The first part of a RapidStart CRM deployment is our installation of four managed Solutions. The advantage of a “managed” solution is that, when removed, it will remove all traces of its prior existence. First, we are installing Insights, the Microsoft OEM marketing research tool from InsideView. Then we install our managed Navigation solution which includes a revised sitemap to help new users navigate quickly to the things they need. The Sitemap is not only customizable, but the solution can be removed easily and cleanly when the customer is ready for more. Then we install our forms solutions, also managed, and also completely customizable. Our forms replace the out-of-the-box forms for Leads, Contacts, Accounts and Opportunities with cleaner streamlined versions. The default forms are still there, just deactivated. Then we install our managed video training solution, which is completely separate from CRM, the only trace is the addition of a training button on the ribbon which launches our solution in a separate browser window. Once the user base is “trained up”, this solution can also be easily and cleanly removed in about a minute. I don’t know about you, but I am not seeing any “issues” here.

The other, and bigger, part of RapidStart CRM is completely external to the customer’s instance and that is our Wizard Portal. Our Wizard portal is a customization collection tool consisting of a series of sophisticated web based forms. The forms are used either by the customer, or their partner, to customize their instance to match their particular business needs. It is all about hiding, adding and modifying fields for their records and processes to exactly match their business. The last part is our team going into that instance, on behalf of the partner, and executing the customizations that were communicated by the Wizards. There are no scripts, plugins or foreign code introduced into that customer’s instance. RapidStart CRM is not permanently altering or limiting Dynamics 365 in any way. It is turn-key and “Issueless”.

You really should check out what we are doing, and why key leaders at Microsoft, like Brent Combest, tweet things like: “#MSPartner looking to start a #MSDYN365 practice – I’ve found the easy button! It’s rapidstartcrm.com– #sosimple”

The post Dynamics 365 – FUD as a Sales Tool appeared first on Steve Mordue.

Tribal Platforms™ powers Tribal Enrollment with Microsoft Dynamics 365

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What is Tribal Enrollment?  It is a process tribes use to establish membership criteria based on customs, traditions, language and tribal blood.  Enrollment criteria is defined by tribal constitutions or ordinances.  The criteria for membership varies from tribe to tribe.

Individuals can apply for membership to a specific tribe based on research completed to prove descendency from someone on a tribe’s base roll in addition to tribal blood quantum or tribal residency.

The Tribal Platforms Enrollment solution from Arctic IT is based on the Microsoft Dynamics 365 platform and helps a tribe manage the membership application process while maintaining the current tribe membership roll.  This solution provides Enrollment staff the ability to easily research tribal member details to answer questions from other tribal departments regarding member eligibility for programs using desktop or mobile devices.

Tribal Platforms Enrollment solution provides tribal governments with flexibility to configure the minimum requirements to be considered a tribal member.  Tribes with minimum blood quantum requirements can define the proper calculation of an individual’s Indian blood to determine eligibility for enrollment.

Critical information for Tribal government staff is collected and maintained within Tribal Platforms Enrollment.  This information becomes the central collection of all membership information vital for Tribal government reporting for the Council as well as the BIA.  Tribal Platforms Enrollment assists in managing the membership applicant process and the data collection so that Enrollment staff can quickly see outstanding application actions.   Tribal Platforms Enrollment also manages members who decide to relinquish membership privileges.

Conclusion

Managing your Tribal membership has never been easier with the latest Tribal Platforms Enrollment solution from Arctic IT.  The solution provides real-time information in the office or on-the-go to allow your Enrollment staff to view and update Tribal Member information.  Tribal Platforms Enrollment solution improves Enrollment staff productivity and efficiency with a flexible and configurable process saving time and money.

By Bryan Schmidt, Arctic IT Senior Consultant - Development. bschmidt@arcticit.com

 

The post Tribal Platforms™ powers Tribal Enrollment with Microsoft Dynamics 365 appeared first on CRM Software Blog.

Managers have big role to play in ERP transitions

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The decision to adopt a modern ERP system isn't always easy. Manufacturing decision-makers often see difficulties with their current processes, even if they use legacy ERP platforms, but the choice to take that next step may strike them as costly or too labor-intensive. However, with the right strategy in place for that transition to a new system, such a move is very likely to be worth their while.

The challenges companies face in such a switch are sometimes exacerbated when they're layering a new ERP platform on top of an old one, especially if the new one lives in the cloud, according to Search Manufacturing ERP. That process can be particularly tricky when it comes to migrating existing ERP data into new systems. This is true both in terms of wringing maximum efficiency out of existing data and keeping that information secure at it transitions to and is stored in the cloud.

A technical issue
Part of the reason for these difficulties in migrating ERP data is that legacy systems aren't really designed to operate the same way as more modern options. That is to say, legacy ERP systems typically handle large amounts of information all at once, on demand. Usually, workers asked these systems to generate many reports in a single burst. Cloud-based platforms are set up to provide smaller amounts of data in real time.

Managers need to make sure everyone is on board with the switch, not only because the platforms are different, but because they simply don't operate in the same way, according to Enterprise Apps Tech News. When making such a transition, it's vital that employees have multiple hands-on opportunities to learn the systems, if at all possible, before they are "switched on." Experts know from experience that these moves aren't always easy to make; in some cases, workers can't attend any single session or won't learn everything they need to know from an online training program. As such, managers need to become more proactive in making sure everyone is on the same page at least by the end of the process.

Are there any hurdles?
One of the reasons unprepared managers may not always succeed when trying to get everyone up to speed is that they don't really know how their subordinates use the existing ERP system on a day-to-day basis. As such, it's vital to do a little legwork even before making a decision on which modern ERP platform will work best for a company's unique needs. The more decision-makers can do to get a sense of how the system will be used at every level, from the shop floor to the boardroom, the better off everyone will be in the transition.

The important thing for everyone involved to keep in mind during the initial period is that it probably won't always go smoothly. There may be little bumps and hiccups along the way, but the end goal is increased efficiency. Progress is not difficult to achieve if everyone pulls in the same direction. Being prepared to face a little adversity, regardless of the form it takes, can help ensure a successful switch and a healthier bottom line as a result.

The post Managers have big role to play in ERP transitions appeared first on DMS.


How to Manage Per Diem Expenses in Dynamics 365

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Per diem (Latin for "per day" or "for each day") is a daily allowance for expenses—a specific amount of money an organization gives an individual, often an employee, per day to...(read more)

Dynamics GP: Adding EFT Data to the Vendor Master Trigger

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Beginning with Microsoft Dynamics GP 2010, Microsoft began offering the Professional Services Tools Library (PSTL) for free. The PSTL includes some really useful utilities, including the PM, RM and GP...(read more)

Microsoft Dynamics GP Fix for W-2 Form RS Numbers

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I was recently approached by one of our Dynamics GP functionality consultants looking for a solution to convert the W2 federal file into the correct format for state electronic filing.  Each state is assigned...(read more)

Dev L300 Training in Stockholm!

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George Doubinski is coming to Stockholm and he is going to be holding a very rare level 300 (= advanced) Dynamics 365 developer training.

George is and MVP and a good friend of mine and one of the bright beacons in the D365 community, co-founder of both http://crmtipoftheday.com/ and http://crm.audio/ . He is an excellent developer who told me that he is always striving to learning something new. Last he said his goal was to learn a new programming language every year. And to top that off, he is a great presentor and teacher as he is a lot of fun to listen to and almost none can match his skills when it comes to coding in Dynamics 365.

We at CRM-Konsulterna were very happy when we were able to convince him to come to Sweden and Stockholm and teach us some of what he knows! He lives in Australia so this doesn't happen often.

Read more about it here: https://www.eventbrite.co.uk/e/dynamics-365crm-developer-master-class-in-stockholm-with-george-doubinski-tickets-31443903562

Hope to see you there!

Gustaf Westerlund
MVP, Founder and CTO at CRM-konsulterna AB
www.crmkonsulterna.se

JUST RELEASED: 2017-R2 Payroll tax update for AX 2009, AX 2012 R2 and AX 2012 R3

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The new 2017-R2 payroll tax updates are now available for 2009, 2012 R2, and 2012 R3 versions of Payroll for Microsoft Dynamics AX. The updates can each be downloaded from the following links:

 

CustomerSource

2009 - https://mbs.microsoft.com/customersource/northamerica/AX/downloads/tax-regulatory-updates/PayrollforMicrosoftDynamicsAX2009

2012 - https://mbs.microsoft.com/customersource/northamerica/AX/downloads/tax-regulatory-updates/MicrosoftDynamicsAX2012USPayrollTaxUpdates

 

PartnerSource

2009 - https://mbs.microsoft.com/partnersource/northamerica/deployment/downloads/tax-regulatory-updates/PayrollforMicrosoftDynamicsAX2009

2012 - https://mbs.microsoft.com/partnersource/northamerica/deployment/downloads/tax-regulatory-updates/MicrosoftDynamicsAX2012USPayrollTaxUpdates

 

Be sure to subscribe to email updates of our blog to be notified when new functionality and future updates are available.

 

The Dynamics AX HCM Team

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