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Excel Integration Improvements in CRM 2015 Roll Up 1
The new export to Excel feature allows users to export to a standard Excel Worksheet or Excel Online with a single click. Export choices include: Excel Online Static Worksheet Dynamic Worksheet...(read...
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Preparing New NAV Certification Exam Questions
I have already wrote about new Microsoft Dynamics NAV certification process . First, we have to update following two exams to NAV 2015: Microsoft Dynamics NAV 2015 Core Setup and Finance...
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Use Statistical Accounts to calculate meaningful Key Performance Indicators...
It is not uncommon during financial statement design to create reports intended to monitor Key Performance Indicators. Dynamics GP's statistical account feature provides functionality, which...
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Why Does Microsoft Dynamics CRM Beat Salesforce.com?
Are you comparing Microsoft Dynamics CRM versus SalesForce? Microsoft Dynamics CRM is the better investment, and we can prove it.In the new white paper “Microsoft Dynamics CRM vs Salesforce.com: 8...
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Integrating Microsoft Dynamics CRM and a Phone System
We work with a nonprofit company that has five offices across the state and offers a multitude of different programs for their clients. In order to ensure more effective and efficient customer service,...
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Microsoft CRM Outlook Client Will Not Connect After Upgrade to CRM 2015 Online
Your upgrade was completed by Microsoft and now your users cannot connect to Microsoft CRM 2015 with their Outlook Client. When configuring the client, you receive a generic error stating "There is a...
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Microsoft CRM 2015 – Immersive Excel Experience?
With the release of Microsoft CRM 2015, Microsoft has produced a lot of material about the new features and functionality in this version. As has been discussed before, this upgrade is quite a bit...
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Hardware and Software Leasing for Dynamics GP Users?
Here at Panatrack, we work with many solid, middle market companies who have an immediate need to get control over inventory in their organization. Upon implementing a solution, they can expect...
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Affordable Care Act Reporting Penalties Increased
If you haven’t put systems in place to provide the proper information to the IRS for the Affordable Care Act (ACA), now is the time. On June 29, 2015, the Trade Preferences Extension Act was signed...
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Tip #440: When package deployment fails, blame the internets
As you probably already know, Dynamics CRM has its own “installer” for the solutions, called Package Deployer. The package folder and assembly are usually distributed in the shape of a zip file that...
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How to set up credit cards in Microsoft Dynamics NAV
Our customers often ask what is the best way to effectively set up credit cards, including Master cards, in Microsoft Dynamics NAV, so that they are easy to manage and reconcile periodically against...
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Incremental load using Change tracking feature of CRM 2015 Update 1 with SSIS...
Note: This article assumes experience on SSIS Integration Toolkit for Dynamics CRM and understanding of CRM Online.Change tracking is a new feature available in CRM update 1 that can help in keeping...
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Hands On With Microsoft Dynamics GP 2015 R2: Web Client First Run
Microsoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat...
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Microsoft Dynamics ERP On-Premise License Incentives to Shrink with New...
A growth incentive for Microsoft Dynamics ERP partners has ended in fiscal year 2016, and that will mean a cut in license margins for the best ERP partners inThe path to the cloud marches on: Microsoft...
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4 Advantages of CRM for the Hospitality Industry
The hospitality industry is all about customer interaction. Companies that rely on their guests' comfort and contentment need all of the feedback tools available to make sure they are meeting their...
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Employee Benefits of Microsoft Dynamics GP 2015
ERP implementation relies on employee participation. To get the best ROI on your software adoption, each member of your team has to be using the technology and adapting his or her performance to take...
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Hands On With Microsoft Dynamics GP 2015 R2: Install the GP Web Resource...
Ian Grieve is Hands On With Microsoft Dynamics GP 2015 R2: Install the GP Web Resource Cache The post Hands On With Microsoft Dynamics GP 2015 R2: Install the GP Web Resource Cache | azurecurve...
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Microsoft Dynamics ERP Cloud Migration
The excitement about cloud computing shows no signs of stopping as more businesses move their mission critical applications and data to the cloud. For Microsoft Dynamics ERP customers, moving your...
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New CRM Phone Client Released
The next major milestone in the Dynamics CRM mobile story just played out with the phone clients becoming available for Windows Phone, iPhone and Android devices. The phone clients are not just a...
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Gotcha: fn_UTCToLocalTime and fn_LocalTimeToUTC
There are not many scenarios where you would directly operate against an entity base table in CRM. There two scenarios that I can think of are: Reporting Data Migration/Integration Filtered...
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