Forgotten Password Functionality – Dynamics 365
Jan08

Forgotten Password Functionality – Dynamics 365

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One of the pieces of functionality that is standard in the Microsoft Dynamics Portals is the forgotten password functionality. If a user has issues logging in, they should be able to simply click the ‘Forgot Your Password?’ button, supply their email address, and get an email with a reset link to… Continue Reading Megan V. Walker’s...

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Copying Records with GUID in Microsoft Dynamics 365
Jan03

Copying Records with GUID in Microsoft Dynamics 365

If you are using workflows it is likely that you need to link to specific records in the environment. One issue with this occurs if the record is manually created in each environment so when migrating workflows via solutions you still need to manually edit the workflow and re-link to the correct record. This is because the record GUIDs are not consistent across the environments.But there is a… Continue Reading...

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Setting Up A Portal – Dynamics 365
Jan03

Setting Up A Portal – Dynamics 365

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. This post marks the beginning of a series of articles on Microsoft Portals for Dynamics 365. I remember starting out with portals when it was still ADXStudio, it was a challenge! A lot has changed since then to make it much easier, but it can still be slightly daunting if you are doing this for the first… Continue Reading Megan V....

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Dynamics 365 Adoption Essentials – Is your Partner part of the problem? – BethB-D365.com
Jan02

Dynamics 365 Adoption Essentials – Is your Partner part of the problem? – BethB-D365.com

There are so many tricks to making sure your employees adopt your new Dynamics 365 Customer Engagement (CE) implementation.   All the onus is put on the customer for this user adoption.   After all, the customer is the one putting the money out to implement the product and use the product to improve their systems and processes.  One main ingredient that seems to be missing in all the… Continue Reading Beth B – MCT, MCSE ,...

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New Year, New Change Management
Jan02

New Year, New Change Management

As we enter the new year it is always a good time to evaluate where you are and where you want to go. This is also a good time to evaluate how far you have come. I have been reflecting on the change management progress I made at my organization. Let’s talk through what that looked like, steps taken and next steps for the future. Background I started as the first subject mater expert for… Continue Reading...

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New Year’s Resolutions 2019 – JenKuntz.ca
Jan01

New Year’s Resolutions 2019 – JenKuntz.ca

Well, it’s that time of year again, and time to look back at 2018 and plan for the new year. This is the 9th year where I’ve been writing these resolution posts and it’s always fun to look back at what I thought the last year would bring. If I could describe 2018 in one word or phrase, it would be “emotional roller-coaster”. This year had more ups and downs that I’ve had in… Continue Reading Jen Kuntz’s Article on their...

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Top 10 Blog Posts from 2018 – JenKuntz.ca
Dec31

Top 10 Blog Posts from 2018 – JenKuntz.ca

I took a look at last year’s top 10 list and 4 “new” posts made it to the top 10 with the oldest post being from August 2011. This year, 7 posts made the list from 2018, and 3 repeats. It’s always interesting what topics or posts have staying power or something relevant to today’s searches! I guess it’s safe to say that users still continue to have issues restoring GP from… Continue Reading Jen Kuntz’s Article on their...

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Canadian Payroll 2018 Year End Update – JenKuntz.ca
Dec21

Canadian Payroll 2018 Year End Update – JenKuntz.ca

Will you look at that? It’s nearly Christmas and year-end and that means it’s time for some tax updates. Today the last of the updates were released for US English and they cover GP 2015, GP 2016 and GP 2018. Hopefully if you are reading this and still running GP 2013, you’ve got a backup plan in place! Documentation Here’s the official documentation, now on… Continue Reading Jen Kuntz’s Article on their...

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Clear Companies script & custom tables – JenKuntz.ca
Dec21

Clear Companies script & custom tables – JenKuntz.ca

This is a funny story… or funny now that I’ve figured out the problem I had earlier today. This story begins with a DEV/TEST environment for Dynamics GP where I was setting up some scripts to automate the process of restoring from PROD to DEV. I posted a blog article about this earlier this year in fact, but I didn’t get into the Clear Companies script. What is the Clear… Continue Reading Jen Kuntz’s Article on their...

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Microsoft Excel new Rich Data Types (with Video)
Dec18

Microsoft Excel new Rich Data Types (with Video)

Microsoft Excel new Rich Data Types (with Video) Blog Syndicated with Belinda Allen’s...

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Quick Journals – JenKuntz.ca
Dec18

Quick Journals – JenKuntz.ca

The last couple of #TipTuesday posts have been around some older “new” features – copy journal entry and backout/correct journal entry. Today I thought I would write a quick tip post around one of the lesser known options for creating journal entries in Dynamics GP: quick journals. Next week for my last #TipTuesday of the year, I’ll have a post about the other option which is… Continue Reading Jen Kuntz’s Article on their...

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Understanding Case Entitlements – Megan V. Walker
Dec18

Understanding Case Entitlements – Megan V. Walker

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If an organisation offers a service, it could be that a tiered service structure is available. So, for example, the Bronze package could give 5 cases a year, Silver could be 25, with a Gold or Platinum package allowing your client to raise 50 cases a year. Depending on the nature of a business, it could… Continue Reading Megan V....

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How to create Queue Email Signature in D365
Dec12

How to create Queue Email Signature in D365

*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Creating email signatures for emails sent from Dynamics 365 is really straightforward for each individual user. It’s something each person has the ability to do for themselves. However, what if you are using queues for sending out… Continue Reading Megan V. Walker’s...

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Backout or Correct Journal Entry – JenKuntz.ca
Dec11

Backout or Correct Journal Entry – JenKuntz.ca

Today’s #TipTuesday is the “cousin” of last week’s tip on the Copy Journal Entry feature, the Backout or Correct Journal Entry feature in Dynamics GP. This week’s tip was introduced in GP 8, so it too has been out for quite a while. I love this feature and I find many users are still manually reversing or correcting journal entries without utilizing this. The best part about this… Continue Reading Jen Kuntz’s Article on...

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Creating Client Price Lists From A Default List
Dec11

Creating Client Price Lists From A Default List

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. An organisation using Dynamics 365/CRM and selling products or services is most likely using price lists to do so. Starting off with a default price list gives you a set of prices to generate opportunities, quotes and orders effectively. This is fine if everything you sell is the same price for each… Continue Reading Megan V. Walker’s...

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Real or self-induced? – BethB-D365.com
Dec10

Real or self-induced? – BethB-D365.com

Published by Beth B – MCT, MCSE , MCSA, MSCP Working to become a Dynamics 365 and CRM expert – North American Chair – IAMCP Women in Tech Accomplished and results-oriented senior technology leader with progressive experience and expert proficiency in presales technology, project leadership, enterprise technology solutions and business process re-engineering…. Continue Reading Beth B – MCT, MCSE , MCSA,...

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Auto Sending Emails as Another User in Dynamics 365
Dec06

Auto Sending Emails as Another User in Dynamics 365

Workflows in Dynamics 365 can be used to send emails and even send on behalf of another user. This is used in our organization to notify teams about actions needed on their records via automatic or on-demand workflows. When you are adding this functionality, there are a few settings to keep in mind.Setting up Workflow to Send EmailCreate your workflow based on your business logic. Inside this… Continue Reading...

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Calculate Total Tax On Opportunities, Quotes & Orders From Related Line Items
Dec05

Calculate Total Tax On Opportunities, Quotes & Orders From Related Line Items

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Some may argue (and they have! 🙂 ) that tax should never be calculated in Dynamics 365, and should only be used in a finance package. I would tend to agree from the point of view of an order/invoice, but a sales organisation using D365 is probably using the Opportunity & Quotes entity and needs to… Continue Reading Megan V....

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Copy Journal Entry – JenKuntz.ca
Dec04

Copy Journal Entry – JenKuntz.ca

Today’s #TipTuesday post is about the Copy Journal Entry feature in Dynamics GP. This has been around forever, or it feels like it at least! Despite that, there are still users I’ve encountered over the years that were unaware this was possible. So… this is for you! What is it? Simply put, this is a feature that allows a user to copy a previously posted journal entry. This can be… Continue Reading Jen Kuntz’s Article on...

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Managing Users in Dynamics 365
Dec03

Managing Users in Dynamics 365

In a recent CRMUGDC meeting Jim Novak talked about creating a new XrmToolBox tool to see users with a specific security role. This will be a helpful tool when it is ready for public use. In the mean time, you can also use Advanced Find for this. Here are some tools I use to manage my user access inside of Dynamics 365. Advanced Find for Users with a Specific Role You can build an Advanced… Continue Reading noreply@blogger.com...

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AutoComplete Tips – JenKuntz.ca
Nov27

AutoComplete Tips – JenKuntz.ca

Today’s #TipTuesday post is all about the AutoComplete feature in Dynamics GP. There’s not a lot to this but at the same time, there are a few tips I can pass along that you may not have known about! What is it? AutoComplete is the feature where a drop down list appears in certain fields in Dynamics GP, allowing a user to more quickly complete data entry using recently used… Continue Reading Jen Kuntz’s Article on their...

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Incorporate Net Promoter Score – Megan V Walker
Nov27

Incorporate Net Promoter Score – Megan V Walker

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If the title of this article seems familiar, it’s because it’s based on a presentation I did with the same name. This was originally put together for the D365UG/CRMUG Virtual Summer Camp, but seemed like it might be a ‘real world’ use case that could be of value. So, here it is in blog form! So… Continue Reading Megan V. Walker’s...

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Displaying Product Codes On Word Document Templates
Nov21

Displaying Product Codes On Word Document Templates

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If anyone has ever used Word Document Templates in D365 you will know that they are really useful in many circumstances. You don’t need to be a developer or someone who knows SSRS to create them, and your end users can get really helpful documents out of the system when needed. Sending out Quotes is a… Continue Reading Megan V....

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Getting a list of write-offs follow up – JenKuntz.ca
Nov20

Getting a list of write-offs follow up – JenKuntz.ca

Last week, my #TipTuesday was a post about how to get a list of write-offs of receivables transactions. I went through what I called the “easy” way but it had a few caveats. It would work in what I believe to be only the most perfect of scenarios. This is the follow up where I’ll walk through in fairly high level detail a way that should be a lot more reliable as it’s based on the… Continue Reading Jen Kuntz’s Article on...

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Excitement Building For Dynamics 365 Saturday Scotland
Nov20

Excitement Building For Dynamics 365 Saturday Scotland

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Ever since attending my first Dynamics 365 Saturday event in Manchester in the summer, I’ve enjoyed being involved in the community as a speaker. It’s great being able to share knowledge and ideas, but even better for me is being able to attend and learn from my fellow presenters. So, when I was… Continue Reading Megan V. Walker’s...

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Getting Started With Kingswaysoft – Part Three
Nov16

Getting Started With Kingswaysoft – Part Three

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Following on from part two in this series, this post talks about how to bring over any email attachments from a source CRM instance in to the destination CRM instance. Email messages are it’s own entity, and these will need to be migrated first. However, this will not bring over any of the email… Continue Reading Megan V. Walker’s...

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Getting Started With Kingswaysoft – Part Two
Nov14

Getting Started With Kingswaysoft – Part Two

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Now we will continue on from Part One of this series. Once you’ve indicated on the destination CRM environment that the error handling should go to an error output, you need to set where those errors will go. From the menu on the left, scroll down to the section for Other Destinations. Click on the… Continue Reading Megan V. Walker’s...

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Getting a list of write-offs – JenKuntz.ca
Nov13

Getting a list of write-offs – JenKuntz.ca

A few months ago, when I first started this #TipTuesday series, one of my first posts was around writing off small customer balances. A reader posted a comment last week with a great question: how do you get a list of invoices written off (for an audit, for example)? What I am going to describe below is what would work if you record write offs using the Write Off Amount field in GP or use… Continue Reading Jen Kuntz’s...

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KRM: Kylie’s Research Management: CMRUG Summit 2018 Takeaways
Nov12

KRM: Kylie’s Research Management: CMRUG Summit 2018 Takeaways

Next week, CRMUGDC is meeting for the last meeting of 2018. Part of our agenda includes sharing our top tips and takeaways from CRMUG Summit in Phoenix. This means it’s about time for me to review my notes. My Summit experience is below and if you want to hear from others, then get registered for the Washington, DC CRMUG Meeting on November 14th! Summit Phoenix was a great event! I spoke in 4… Continue Reading...

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Getting Started With Kingsway Soft – Part One
Nov12

Getting Started With Kingsway Soft – Part One

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Most people who have used CRM for a while either as a consultant or System Administrator will be familiar with data imports. You’ve got the ability to import CSV files and create new records in your database. This is simple and easy to use, and perfect for small quantities of data. What if you have… Continue Reading Megan V. Walker’s...

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Provide Contacts With Access To A Portal Via A Workflow
Nov08

Provide Contacts With Access To A Portal Via A Workflow

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a previous post I talked about how to set up a user with Administrator rights to be able to access and edit a Microsoft Dynamics Portal. There are different ways a Contact can get access to a portal, which all depends on your own internal preference and policies. A Contact could register on the… Continue Reading Megan V. Walker’s...

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Not Your Daddy’s Financial Series
Nov06

Not Your Daddy’s Financial Series

I’m conducting a 2-part series on building and consuming Financial Statement data in Microsoft Power BI called Not your Daddy’s Financials Series.  Feel free to join me! Not your Daddy’s Cash Flow Statement One of the first things we all learn in Business 101 is that Cash is needed to operate a business. We also learned that being Profitable does not mean you have cash in the bank…. Continue Reading Belinda Allen’s Article...

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My Reports in GP – JenKuntz.ca
Nov06

My Reports in GP – JenKuntz.ca

Today’s #TipTuesday post is about the My Reports functionality in Dynamics GP. There was a user question yesterday on the GPUG forums, where someone was asking how to modify their My Reports list. Great question! Here are some tips on getting reports on and off the My Reports list. What is it? My Reports is a section of Dynamics GP where a user can save reports they run frequently so… Continue Reading Jen Kuntz’s Article...

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Setting Up Microsoft Dynamics Portal Administrator Access
Nov06

Setting Up Microsoft Dynamics Portal Administrator Access

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. So, you’ve installed a portal, nice work! Now you want to get logged in and start editing things. The easiest way is via the portal itself rather than from CRM. So how on earth can you do that? You could register, but you might as well set up a few fields on the Contact record and do it from CRM… Continue Reading Megan V. Walker’s...

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Connecting a 2nd PC as a second monitor – JenKuntz.ca
Oct30

Connecting a 2nd PC as a second monitor – JenKuntz.ca

Today’s #TipTuesday is yet another non-Dynamics GP post… I’m on a bit of a roll of finding oddball new things that are worth sharing. I’ll get back to more GP content soon, I promise! Background In a previous post, I had written about some health issues my Dad had. I’ve been hanging out with him and his wife at their home a couple of hours out of town from me, helping them get… Continue Reading Jen Kuntz’s Article on their...

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Using Teams & Managers To Manage Records – Part Two
Oct30

Using Teams & Managers To Manage Records – Part Two

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In Part One of this topic we looked at using the manager field on a User to allow for filtering of data, and adding users to teams to make it easier to share views, charts and dashboards. What if we want to use Teams for reviewing data and not just sharing things? And how about making charts dividing… Continue Reading Megan V. Walker’s...

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Using the Look Up Address Button on Quotes & Orders
Oct24

Using the Look Up Address Button on Quotes & Orders

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a previous blog post I wrote about how to automatically populate the shipping and billing address for an Order. This isn’t the only way, so in this post I’ll focus on the Look Up Address button that appears at the top of a Quote and an Order record. NOTE: the button also appears on an Invoice in… Continue Reading Megan V. Walker’s...

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Take company offline – JenKuntz.ca
Oct23

Take company offline – JenKuntz.ca

Today’s #TipTuesday is a feature that was introduced in GP 2013 R2: taking a company offline for maintenance or other periodic routines. What is it? This is a feature under the Administration page > System > Utilities area. The purpose of it is simply to prevent users from logging into one or more companies so that you can be working in it exclusively. Why might you do this? The most… Continue Reading Jen Kuntz’s Article...

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GPUG Summit 2018 Recap – JenKuntz.ca
Oct20

GPUG Summit 2018 Recap – JenKuntz.ca

So, I said I wasn’t going to do a recap but here I am. I thought I’d do a very brief wrap-up of my short week. Previous Posts Here are the posts from earlier in the week: Getting Home There were no misadventures getting home, thankfully. It was a long day of travel with a connection via Vancouver. I decided to splurge and pay to upgrade my seat on the Vancouver to Toronto leg and I’m… Continue Reading Jen Kuntz’s Article...

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GPUG Summit 2018 Day 2 – JenKuntz.ca
Oct18

GPUG Summit 2018 Day 2 – JenKuntz.ca

Today was day 2 of the official portion of GPUG Summit 2018 in Phoenix, and my last day here. I’m flying out early Thursday to head back home, missing the 3rd day (so there will be no recap from me about it!). Here is how my day fared today… Breakfast & Bad News Breakfast was horrible today, for more than one reason. The food today was just not great. Yesterday’s wasn’t outstanding… Continue Reading Jen Kuntz’s...

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GPUG Summit 2018 – Day 1 – JenKuntz.ca
Oct17

GPUG Summit 2018 – Day 1 – JenKuntz.ca

Today was day 1 of GPUG Summit in Phoenix. Not much happened today… LOL… ya right! This year is the first year where there was content for the Power Platform (Microsoft Flow, PowerApps and Power BI). Today I took full advantage of that as it is predominantly new content for me and a chance to learn new things that aren’t necessarily Dynamics GP related. As I do with other events,… Continue Reading Jen Kuntz’s Article on...

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How to follow a conference or event – JenKuntz.ca
Oct16

How to follow a conference or event – JenKuntz.ca

Today’s #TipTuesday is another non-product tip, but I’ll be knee-deep in sessions at GPUG Summit by the time many of you read this, so in the interest of a “simpler” topic, this is what I’ve come up with! Today is the first “full” day of the 2018 GPUG (& other UGs) Summit. I get the sense that a lot of users tend to miss out on the news or updates because they aren’t on… Continue Reading Jen Kuntz’s Article on their...

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GPUG Summit 2018 Pre-Day – JenKuntz.ca
Oct15

GPUG Summit 2018 Pre-Day – JenKuntz.ca

Today was a “long” day but a short day at GPUG Summit. This year’s conference is in Phoenix, Arizona. I originally wasn’t planning on attending, so my time here is short due to the length of my stay being primarily a factor of the cost of the flights I could find to get here! Travel Day There is not much of interest on my flights today. The only funny item was the start of the day… Continue Reading Jen Kuntz’s Article on...

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Using Emojis In Voice of the Customer
Oct15

Using Emojis In Voice of the Customer

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I’ve talked about using emojis in the past, by adding them to option sets. I’ve also talked about using CSS on a survey to make it look better in terms of branding. So what about using emojis in voice of the customer and changing it slightly with CSS to make it awesome? You’re in luck! Gathering… Continue Reading Megan V. Walker’s...

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Dynamics GP is on docs.microsoft.com! – JenKuntz.ca
Oct14

Dynamics GP is on docs.microsoft.com! – JenKuntz.ca

Great news! Dynamics GP documentation is starting to make its way onto the docs.microsoft.com platform. That is AWESOME! So many of us have been vocal about the lack of updated documentation and this is a good first step about addressing that IMHO. Why is this so great? Take a look at all of the other Microsoft products and services that already have documentation on this platform! It’s… Continue Reading Jen Kuntz’s...

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Understanding The Standard Sales Funnel Charts
Oct10

Understanding The Standard Sales Funnel Charts

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I’m not the first to write about this subject, and probably won’t be the last, but it’s something not immediately obvious in the way in which the standard sales funnel charts work in Dynamics 365/CRM. The standard Sales Activity Dashboard displays the chart below, detailing Opportunity Pipeline by… Continue Reading Megan V. Walker’s...

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Two Factor Authentication, part 2 – JenKuntz.ca
Oct09

Two Factor Authentication, part 2 – JenKuntz.ca

Today’s #TipTuesday is a continuation of last week’s first post on Two Factor Authentication, 2FA for short. Today I am not getting into examples, as I found an interesting article last week after posting my first blog, that illustrates some of why 2FA and password managers are important. Instead of trying to document what already exists, I focused on some other things in this post and… Continue Reading Jen Kuntz’s Article...

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GP & Intelligent Cloud – first impressions – JenKuntz.ca
Oct09

GP & Intelligent Cloud – first impressions – JenKuntz.ca

Last week, Dynamics GP 2018 R2 was released and the first thing I did was check out and set up the replication with the Intelligent Cloud. I’ve tried a few more things, with somewhat minimal success, which means I need to do some more learning around how to navigate Business Central. In the meantime, here are a few tips around replication that I have figured out, and where I’m at with… Continue Reading Jen Kuntz’s Article...

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GP 2018 R2 Intelligent Cloud – JenKuntz.ca
Oct03

GP 2018 R2 Intelligent Cloud – JenKuntz.ca

Great news! GP 2018 R2 was released today, October 2, 2018. There are tons of posts on the official Dynamics GP blog about the features through their feature of the day series. I downloaded and installed it on my Surface Go, so I could try it on this device as well as check out the new features. After I was done, I went through the Intelligent Cloud setup to see how it looked. Getting… Continue Reading Jen Kuntz’s Article...

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Two Factor Authentication, part 1 – JenKuntz.ca
Oct02

Two Factor Authentication, part 1 – JenKuntz.ca

Today’s #TipTuesday is a topic that likely needs multiple posts to handle it properly. In fact, as I write this, it’s already long before I even get into examples and “how to” on common sites so this will be a mini-series in my #TipTuesday series (a series within a series?!). Long story short: with all of the data breaches and hacks out there, the best thing you can do to protect… Continue Reading Jen Kuntz’s Article on...

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