How-To Create a Personal View in Dynamics 365 Sales
Views are an essential component of Microsoft Dynamics 365 for Sales. Every entity that displays information has its own set of views whether they are out of the box views or views that have been created by a system administrator for their users to use. Each one of these views presents a different way to […]
How-To Edit Business Central Data in Excel
Since Microsoft Dynamics 365 Business Central is part of the Microsoft Office 365 suite1, there are many great features included with the Office products. One of these features is the Edit in Excel functionality. Edit in Excel allows users to export data from Business Central into Excel to either mass update or analyze transactional data. […]
Access Multiple Microsoft Tenants with Chrome Personas
Consultants need to access multiple Microsoft tenants in Office 365. From client tenants, to development and even their own internal intranet, it can become a daunting task to remember each individual log-in and then remember to sign-out each time so you don’t accidentally log-in to the wrong tenant during a live client demo. To create […]
Tips to use Office 365 more productively
A paintbrush can create the Mona Lisa or the Last Supper. An airplane can bring passengers to exotic locations anywhere on the planet. And stone, deftly placed can produce wonders such as the Pyramids or Angkor Wat. But what do the paintbrush, airplane and stone all have in common? Without the wisdom of the painter, […]
Microsoft Dynamics CRM Best Practices for Sales & Marketing by Ned Bliss
Customer Care and SLA’s Here’s an example of a best practice. I worked at a company that processed tens of thousands of complex invoices for over a thousand customers and vendors every month. When an invoice is flawed it must be corrected immediately to avoid late pay or disruption of service. When a flawed invoice […]
IT-Related Services Within Dynamics GP by Mike Zapp
Here are a couple features that were added in GP 2013 R2. These are handy IT-related services to ease file maintenance and system updating that may require users to be out of the system during these processes. WINDOW ACCESS: Tools –> Utilities –> System –> Take Company Offline The above window allows a company to […]
How to Remove the Customer Experience Improvement Program (CEIP) Reminder
Generally, we encourage Participating in the Customer Experience Improvement Program (CEIP) for the Dynamics GP ERP system. A reminder is installed with every fresh installation of Dynamics GP which continues to send reminders until you either join the Customer Experience Improvement Program or disable the reminder altogether. As the CEIP window states, “The program collects […]
The Importance of Database Backups in Dynamics GP
In the first quarter of 2013, we came across a couple of situations where database backups were not taken prior to the year-end close procedures being run. Running the year-end close processes is usually not a big deal if everything goes well, but what if something goes awry? The year-end close documentation beats you over the […]
