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8 Ways to Ensure a CRM Project Fail (Part 1)

Having recently joined the ranks of Gestisoft as a sales productivity adviser, I decided to get involved in a team of highly creative and dedicated bloggers. Let me start by saying – Not only is this...

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Change Text/BackGround Color Based Off Cell Value Within a Grid

In some cases within AX you may want to treat data being displayed on the form as a quick report and within reports sometimes it’s nice to be able to change a cells text color or back ground color...

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Troubleshooting Steps to Try Before Opening a Support Case for Microsoft...

Five Troubleshooting Steps to Try Before Opening a Support Case As a part of our Web Client blog series, I wanted to take the opportunity to share some of the most common issues and resolutions that we...

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#CRMUGDC Summer Meet Up Recap

On Saturday July 18 the CRMUG chapters for DC, Maryland and Virginia came together to attend a Washington Nationals game! The previous night's game had been suspended so we actually got to see...

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Statutory Reporting in Microsoft Dynamics AX 2012 – Part I

A frequent scenario is that HQ runs in US GAAP and the local entities have to report or want to do their accounting in local GAAP (yearly). AX has different abilities to handle this situation. The...

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Joining in Additional Tables for Workflow Conditions

In the new Workflow system for Microsoft Dynamics GP, you are able to set conditions for workflow steps based on any field that is on the document in the workflow. One of the common questions we get...

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Hiring new talent? Microsoft is Delivering New to GP Training

Have you recently hired or planning to hire a new consultant?  I have talked to many partners who are hiring and having a difficult time finding experienced consultants. My recommendation, is hire a...

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Using CRM from an external website – intro

Tonight I was helping someone in the Dynamics community forums. He was looking for a way to integrate a drupal environment with Dynamics CRM. I was able to help the person by handing him a couple of...

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Microsoft Q4 Earnings: Dynamics CRM, Commercial Cloud bright spots

Microsoft has released its Q4 earnings and naturally, led with the bright spots. In particular, the Commercial cloud annualized revenue run rate now exceeds $8 billion. Q4revenues were $22.2 billion....

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Microsoft Q4 Earnings: Dynamics CRM, Commercial Cloud bright spots

Microsoft has released its Q4 earnings and naturally, led with the bright spots. In particular, the Commercial cloud annualized revenue run rate now exceeds $8 billion. Q4 revenues were $22.2 billion....

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Microsoft Q4 Earnings: Dynamics CRM, Commercial Cloud bright spots

Microsoft has released its Q4 earnings and naturally, led with the bright spots. In particular, the Commercial cloud annualized revenue run rate now exceeds $8 billion. Q4revenues were $22.2 billion....

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Create partitions in Dynamics AX 2012

Often we need to create clean environment for training purposes or to prepare simulation environment Without the need to install Dynamics AX Again. The following steps illustrate how we can set up...

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Why Emotional Intelligence Matters for Accountants

Why Emotional Intelligence Matters for #Accountants - The People Side of NumbersWhy Emotional Intelligence Matters for AccountantsWith new pressures coming at accountants from all directions in the...

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Tip #436: Business rules rule, OK?

tl;drLongerHad an awesome Skype conversation with the customer while driving sitting in a parked car with the engine switched off, parking brake applied and keys out of ignition. Here’s my thousand...

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Why it makes sense to upgrade to (at least) Dynamics NAV 2015

Overview As you are all probably know, Microsoft has announced the next release of Dynamics NAV, called Microsoft Dynamics NAV 2016. With this release, there are a lot of fantastic features that are...

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How to Send Email Notification Of Workflow

How to Send Email Notification Of Workflow Let’s enlarge some more features of AX Workflow. Dynamics Ax2012 facilitates the powerful Email mechanism which can be used commonly across the modules for...

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How Long Should an ERP Implementation Take?

How Long Should an ERP Implementation Take?“How long?” is usually the only other question that can challenge “How much?” These questions are tied closely in a business culture with a “Time is money”...

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Converting Date/Time based on user timezone in SSRS reports for Dynamics CRM...

Converting Date/Time values according to a timezone is quite easy in languages like javascript, C#, etc. but achieving this in SSRS reports is a challenging task. For CRM online we can achieve this...

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Dynamics CRM 2011 to CRM 2013 Migration Guide

Many users of CRM have been looking to move to Dynamics CRM 2013 from their previous versions. This new CRM came in after 2 years and with a host of changes and new features which work well for...

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Tips, Tricks, Resources: Put on your reading hat and fasten your seat belt

Mucho Thanks to Shawn Dieken for continuing to embrace Knowledge Shared, Knowledge Learned and by summarizing an incredible library of Microsoft Dynamics CRM Tips, Tricks, White Papers and Resources.I...

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