Microsoft Dynamics 365 Archives
 

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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  1. Migrating from Dynamics GP to D365 Business Central Image
    ERP, Microsoft Dynamics 365, Microsoft Dynamics GP

    Migrating from Dynamics GP to D365 Business Central

    So you want to take your business to the cloud. Dynamics GP has been great. It’s comfortable, it’s widely used and supported across North America, but let’s face it…it could use some updates to take advantage of newer technologies offered by other systems. Moving to a more modern platform can provide many advantages to an…

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  2. Dynamics-365-Business-Central-–-Reporting-with-Dimensions-Image
    ERP, Microsoft Dynamics 365

    Dynamics 365 Business Central – Reporting with Dimensions

    Using global and shortcut dimensions in Dynamics 365 Business Central provides much flexibility for reporting options.  One limitation, which isn’t much of a limitation, is that you can only filter on up to four dimensions.  However, building the report to use up to four dimensions takes a few steps in order to properly report on…

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  3. D365BC Configuration Package Challenges Image
    Microsoft Dynamics 365

    D365 Business Central Configuration Package Challenges – Sales Orders Error

    I recently had a D365 Business Central client that whenever she attempted to ship and invoice specific sales orders she would receive an error message “The record in table Sales Invoice Header already exists” – see screen shot below. She was able to ship and invoice other sales orders without issue. However, certain sales orders…

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  4. Dynamics 365 and Power Platform Release Notes
    Microsoft Dynamics 365

    Dynamics 365 and Power Platform Release Notes – April ’19

    The April ’19 release notes describe all new features releasing from April 2019 through September 2019 for Dynamics 365 and Power Platform. Previews for some features will start in February 2019. You can either browse the release notes below or download the document as a PDF file here. April ’19 Release Overview The April ’19…

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  5. D365 Business Central will be a Leading Cloud ERP Software Sales_FMT consultants
    ERP, Microsoft Dynamics 365

    D365 Business Central will be a Leading Cloud ERP Software Sales in Mid-Tier Market for Many Years, and Microsoft hasn’t even told you that yet!

    I’ve been a part of the Microsoft ERP community for over 20 years and the title of my blog is a pretty remarkable statement. Why? Microsoft has made some pretty remarkable decisions in the past year to make this happen! You have to go back in time to 2001 and 2002 when Microsoft acquired both…

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  6. How to rename Business Process Flow stages in Microsoft Dynamics_FMT Consultants
    CRM, Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    How to rename Business Process Flow stages in Microsoft Dynamics without disconnecting your sales pipeline

    I think we can all agree that every customer has their own unique business processes. If you are running Microsoft Dynamics CRM 2016, Dynamics 365 v8.2 or Dynamics 365 v9.0, the pre-defined stages available within the Business Process Flow (BPF) might not suffice. So in this blog post, I will go over customizing BPF stages…

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  7. Editable-Grid-CRM
    Microsoft Dynamics 365

    Editable Grids: Another great feature of Dynamics 365

    Dynamics 365: Editable Grids Do you like efficiency and saving time? If you do, read on to learn more about Dynamics 365 Editable Grids. All versions prior to Dynamics CRM 2013 had no type of editable grid, if a user needed to modify any record, the record had to be opened in a new window…

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  8. Parature-CRM-Service-Module-Dynamics-365
    Microsoft Dynamics 365

    Service your Customers best with D365 CRM Service Module

    Your customers are relying on your service to help them work through their daily woes and the Dynamics 365 CRM Service Module can help you do just that! In this blog, we’ll discuss various Out of Box features and many benefits of the Service Module. FMT can help your business unlock this functionality and much,…

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  9. Moving Dynamics CRM On-Premise to D365
    Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    Top 3 Benefits in Moving Dynamics CRM On-Premise to D365

    You might be wondering: Is your organization getting enough out of its CRM system? There are a couple reoccurring themes that we as FMT Consultants often encounter when working with our customers in moving Dynamics CRM On-Premise to D365. If you are considering the move for your CRM environment, you might want to pay attention…

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  10. Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    Autosave Feature in Microsoft CRM

    Back in 2013, Microsoft added a nifty Autosave feature to CRM 2013 during the Polaris or UR 12 release for CRM which is still here today in Microsoft Dynamics 365. How does it work? Essentially you don’t have to manually save your work anymore! Instead, every 30 seconds after a field changes and if you’re…

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  11. Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    [Video] Nurture Leads & Build Customer Loyalty with Marketing Automation

      The relationship between buyers and businesses are changing, engaging your prospects at every stage of the buying cycle is now essential to closing more deals. Watch this video to discover how you can deliver customized, memorable experiences and start turning every lead into a loyal customer with marketing automation. We’ll explore:   What is…

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  12. Microsoft Dynamics 365, SharePoint

    [Video] Connect Customers and Their Information with CRM + SharePoint

    Are your customer documents (quotes, contracts, etc.) associated with the correct customer and easily accessible from within their account record in CRM? If it takes your sales team more than a few clicks to find accurate customer information, you can streamline your process and improve sales performance with the powerful combination of Microsoft Dynamics 365…

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