Microsoft Dynamics CRM

Multi-faceted Security – Dynamics 365 | Security Series

Posted by Brenda Senger on September 14, 2017

Dynamics 365 has some great tools to allow organizations to own and define their security levels. It all starts with business units - business units are the foundation of D365’s security structure. Out of the box, your organization has a root business unit and from here, you can…

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The Truth Behind Sales Tax Audits

Posted by Jen Bieker on September 13, 2017

Repost from Avalara With the myriad of responsibilities involved in running a successful business, it should come as no surprise that preparing for a sales and use tax audit is not exactly a high priority or favorite topic of conversation among business owners. There are only so many hours in…

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Dynamics GP Database Phased Approach Migration

Posted by Jen Bieker on September 12, 2017

A phased migration approach of Microsoft Dynamics GP & CRM from on-premise to the cloud and upgrades at the same time, worked great for a recent client.  With many databases, users, integration, and complexity, this phased migration approach ensured success of the project and end user support.  Read…

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Dynamics GP: How to Back Out & Correct Journal Entries

Posted by Georgia Stewart on September 12, 2017

“How can I correct an entry that is already posted in the GL in Dynamics GP?” Dynamics GP does not allow you to correct or void a GL entry that is posted. You need to enter a new journal entry, reversing the previously entered one. Dynamics GP provides…

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Better Searching in Dynamics 365 (CRM)

Posted by Jen Bieker on August 29, 2017

Searching just got a whole lot better!  Microsoft has improved searching for all.  Search the way you want. Here’s a closer look at the different ways to search.  Quick Search Categorized Search Relevance Search Quick Search Quick search is that little box in the…

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Top 10 Reasons Your Business Should Move to the Cloud

Posted by Jen Bieker on August 16, 2017

If you haven't heard, many small and medium sized businesses have grown by moving their technology to the cloud.  Don't let technology hold you back -  cloud options increase efficiency, improve cash flow, and have many other benefits.  Here are our top 10 reasons…

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2017 Mid-Year Sales Tax Changes

Posted by Jen Bieker on August 7, 2017

Repost from Avalara Dealing with change is standard operating procedure for many companies: employees leave and are hired; new products are introduced and old ones phased out; there are booms, and there are busts. On top of all that, companies need to account for sales and use tax changes. Significant…

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Sneak Peek at Dynamics 365 v9.0

Posted by Jen Bieker on June 28, 2017

Microsoft recently held a 3-day “Preview Executive Briefing” for partners like Crestwood Associates, showing off version 9.0 or the July 2017 Update for Dynamics 365 (previously called Dynamics CRM). In this preview, we got to see new and updated functionality, including some pretty amazing things.   The briefing went over both…

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Editable Grids in Dynamics 365 for Sales

Posted by Brenda Senger on June 26, 2017

There’s a new Dynamics 365 feature, editable grids, which allows you to edit records from views or through a sub-grid. It’s great!  No more “read only” grids in CRM.  This new feature can enhance productivity by reducing clicks and navigation time.  Just…

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How to Get People to “Really” Use Dynamics 365 for Sales / CRM

Posted by Jen Bieker on May 30, 2017

User adoption of any new system can be painful – and that’s true for Dynamics CRM too, now called Dynamics 365.  However, with Learning Paths, Microsoft has taken what was once a clunky, disjointed experience and make it slap-you-in-the-face simple.   What is it? Microsoft Dynamics Learning…

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