Microsoft Dynamics 365 Community

Listing down the posts on SSIS and Microsoft Dynamics 365 for quick reference Using Lookup Transformation and Cache Transformation in SSIS for Dynamics 365 (using Kingswaysoft) View Designer not showing...(read more)

Microsoft offers several premium support options in addition to standard technical support for Dynamics 365 subscribers. One of the newest is Professional Direct Support . This plan is available for customers...(read more)

The GP 2018 year end update has been released.

When I first saw this, I’d been watching some car videos and my brain translated this as “GP 2018 rear end update has been released” as if they restyled the back of GP with fins or a new taillight for the new model year.

Getting a list of write-offs follow up

Jen Kunz updates her write off advice for more obscure scenarios.

Turn on Notes Analysis Make sure you’ve enabled D365 AI For Sales for your organization. For more information on enabling D365 AI For Sales, check my blog on Enable Dynamics 365 AI for Sales in...(read more)

The GP team is back with year end help. This post looks at GL.

You can find Simulate posting on the Validate menu for most journals. When you validate a journal using the Validate function, the system tests the journal for specific error conditions. If you use the...(read more)

(Please visit the site to view this video) Microsoft Dynamics 365 for Sales Professionals helps you streamline seller workflows with sales capabilities embedded in Office 365, mobile apps, and built...(read more)

(Please visit the site to view this video) With Microsoft Dynamics 365 for Sales Professional, focus on whatâ€™s most important with complete customer interaction history, guidance toward...(read more)

Customer and vendor workflow allows you to change specific fields for an existing customer or vendor and then send those changes for approval by using the workflow before they are added to the customer...(read more)

In addition to the more technical contributions in this blog, I would like to refer today to three very interesting reports from the ERP environment. I think they give an impressive look forward and where...(read more)

Dynamics 365/CRM has offered support for Chrome and Firefox for quite some time now, but to be honest I’ve been slow to adopt them over IE due to one feature: “Always open pop-ups in a new...(read more)

To copy lines on a free text invoice, select one or more lines, and then select Copy selected lines. You can specify the number of copies to make, and you can also copy notes and attachments. You can either...(read more)

Janakiram M.P. explains how to fix Dynamics GP Fixed Assets GL Posting Batch Missing After Depreciation Run.

You can now save an existing free text invoice as a template. You can also use that template in the free text invoice page to create a new free text invoice. The templates are stored with any recurring...(read more)

Information about the structure of the IBAN is now stored in Microsoft Dynamics 365 for Finance and Operations. That information is automatically loaded when you first use the IBAN on bank accounts. In...(read more)

In release 8.1, you can now add due dates to the Customer transactions list page. By clicking on the due date in the Customer transactions list page, you can also change due dates, discount dates, payment...(read more)

The Global transactions list page is now available along with the existing Transactions list page for customers and vendors. The Global transaction list page lets you view all transactions for a customer...(read more)

The View settlements button has been added to the Transaction list page and Global transaction list page for customers and vendors to provide quick access to the settlement history and detailed information...(read more)

You can use values from master records, such as customer and vendor, as default values in new dimensions. When the new dimensions are created, the master record ID is entered in the dimension values for...(read more)

SSIS and Microsoft Dynamics 365

Professional Direct Support for Microsoft Dynamics 365

Microsoft Dynamics GP 2018 U.S. Year End Update Released

Getting a list of write-offs follow up

D365 AI for Sales: Notes Analysis feature

Microsoft Dynamics GP Year-End Update 2018: General Ledger

New feature in 8.0.2: Simulate posting

Streamline seller workflows with Dynamics 365 for Sales Professional

Focus on What's Most Important with Microsoft Dynamics 365 for Sales Professional

New feature in 8.0.4: Customer and vendor workflow

Looking to the future that’s already here

D365/CRM Opens Too Many Windows! [Solved]

New feature in 8.0.4: Copy free text invoice lines

Dynamics GP Fixed Assets GL Posting Batch Missing After Depreciation Run

New feature in 8.0.4: Save free text invoice as template and create from template

New feature in 8.0.4 and 8.1.1: IBAN validation

New feature in 8.1: Due date on the transaction list page and enhanced page for updating due dates and discount dates

New feature in 8.1: Global transaction list page and list page improvements

New feature in 8.1: View settlements

New feature in 8.1: Default dimensions