Dynamics GP & Office 365 – JenKuntz.ca
Jun25

Dynamics GP & Office 365 – JenKuntz.ca

Today’s #TipTuesday is a post about Office 365 and Dynamics GP and is specific to email functionality such as emailing Purchase Orders, EFT Remittances and Sales Documents. Rest assured that most other functionality other than email seems straight-forward and works no matter what (like exporting from Smartlist). (At least that’s my experience although there may be exceptions I am… Continue Reading Jen Kuntz’s Article on...

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DAX 101 – Wrap up in Microsoft Power BI
Jun24

DAX 101 – Wrap up in Microsoft Power BI

In this (DAX 101) Video series, I’ve created DAX (Data Analysis eXpression) Columns and Measures. In this final video in DAX 101, I’ll put some of the work together to create some new visuals. DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expressions: Net Margin = SUM(‘Sales Line Items'[Gross… Continue Reading Belinda Allen’s Article...

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Multilingual Email Templates in Forms Pro
Jun20

Multilingual Email Templates in Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Within this Forms Pro series I have covered Multilingual Surveys and Email Templates separately. How can we combine the two and create Multilingual Email Templates? It’s not straight forward but it is possible. We just need to set up the various elements and then combine them all together… Continue Reading Megan V. Walker’s Article on...

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Outlook credentials issue – JenKuntz.ca
Jun19

Outlook credentials issue – JenKuntz.ca

A little while ago, I was trying to add one of my Office 365 email accounts back to Outlook and it wasn’t working. I forgot that I needed an app password because I have MFA (Multi-factor authentication) enabled on my domain/tenant. I initially put in my “regular” password and was expecting it to kick back and let me try again; however, it didn’t do that. Adding an account… Continue Reading Jen Kuntz’s Article on their...

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Duplicate Checking for Forms Pro Survey Responses
Jun18

Duplicate Checking for Forms Pro Survey Responses

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a recent survey we looked at Using Parameters To Pass Forms Pro Survey Context. Within that post, a Lead record was created when they filled out a survey embedded in to a website. One thing we didn’t do within that was to check and see if the Lead record already existed within the… Continue Reading Megan V. Walker’s Article on their...

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Using DAX Measures across multiple Queries in Microsoft Power BI
Jun17

Using DAX Measures across multiple Queries in Microsoft Power BI

  In this Video, I’ll create a DAX (Data Analysis eXpression) Measure.  This measure creates the Salesperson Commission amount.  To achieve this, I’ll have to multiply two fields together that reside in different queries. DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expression: Commission :=… Continue Reading Belinda Allen’s Article...

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Women in Technology – Kylie Kiser
Jun14

Women in Technology – Kylie Kiser

I was recently at the Hitachi Customer Conference and attended a Women in Technology luncheon. I always try to support these initiatives and this event was particularity interesting. It inspired me to share a few pieces of my story and tips for other ladies out there who may be struggling to find their way. You can do anything! This is easier to say than it is to do but it is… Continue Reading Kylie Kiser’s Article on...

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App in a Day Training Recap – Kylie Kiser
Jun12

App in a Day Training Recap – Kylie Kiser

I was recently able to attend the App in a Day training at the Hitachi Customer Conference. This was a great day of learning and I would definitely recommend it to others. The course walks through everything you need to know in order to build a Canvas App, a Model Driven App with a Business Process Flow, a Flow with Approval and a Power BI Dashboard. It was great to be able to… Continue Reading Kylie Kiser’s Article on...

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Using Parameters To Pass Forms Pro Survey Context
Jun11

Using Parameters To Pass Forms Pro Survey Context

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. So far we’ve covered a lot on Microsoft Forms Pro. This post comes with some feedback and knowledge direct from a member of the Forms Pro team at Microsoft. So special thanks to Prateek Sethi for providing guidance with the steps for the Microsoft Flow, and using the parameters effectively…. Continue Reading Megan V. Walker’s Article...

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No Canadian Payroll 2019 Mid-Year Tax Update! – JenKuntz.ca
Jun11

No Canadian Payroll 2019 Mid-Year Tax Update! – JenKuntz.ca

There’s no #TipTuesday today since I had website issues over the weekend and was unable to access it to prepare something. So, this will be a form of a tip in lieu of another topic! There will be no mid-year tax update for Canadian Payroll for Dynamics GP this year, zippo, nada, zilch! Imagine that, not a single jurisdiction has a tax change this mid-year. That’s got to be a… Continue Reading Jen Kuntz’s Article on their...

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Hitachi Customer Conference 2019 Recap – Kylie Kiser
Jun10

Hitachi Customer Conference 2019 Recap – Kylie Kiser

At the end of May, I had the privilege to attend the Hitachi Customer Conference. This was the first time attending and not presenting at a Conference in 4 years! So it was a great opportunity for me to really dig in and learn. I also was able to attend the App in a Day training before the conference. Expect a recap coming soon. I would highly recommend this training as it helped pull… Continue Reading Kylie Kiser’s...

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Using DAX Measures that Counts the number of Invoices in Microsoft Power BI
Jun10

Using DAX Measures that Counts the number of Invoices in Microsoft Power BI

In this Video, I’ll create a DAX (Data Analysis eXpression) Measure.  This measure will be used to count the number of Invoices.  The same measure will show the number of invoices for each Customer and the numbers of invoices for which each item appears. DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX… Continue Reading Belinda Allen’s Article...

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D365 Saturday Philly Recap – Kylie Kiser
Jun08

D365 Saturday Philly Recap – Kylie Kiser

I was involved in the D365 Saturday event in Philadelphia, PA just a few weeks ago. This was a great full-day event with amazing speakers from across the country and keynote by Julie Strauss. Here are some takeaways from sessions I attended plus a few pictures from the festivities. KeynoteJulie Strauss We are in a time of Digital Transformation as business has fundamentally… Continue Reading Kylie Kiser’s Article on their...

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Making Tooltips easier to read in Microsoft Power BI
Jun07

Making Tooltips easier to read in Microsoft Power BI

In this video, I’ll show you how to format Tooltips in a Microsoft Power BI visual to make them easier on the eyes.  The default of white letters on a black background can be difficult to read.  This 2-minute video will show you simple changes that make tooltips more powerful!

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What is Stop Workflow for? – Kylie Kiser
Jun06

What is Stop Workflow for? – Kylie Kiser

A few weeks ago I saw this discussion on CRMUG regarding the necessity of the “Stop Workflow” step in D365 Workflows. It was such an interesting discussion that I wanted to share a few thoughts of my own on the topic. When I am building or editing a workflow, I usually have two main concerns : (1) That I won’t mess it up when I edit it later and (2) that other people won’t mess… Continue Reading Kylie Kiser’s Article on...

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Embed Forms Pro Survey Inline In Website
Jun05

Embed Forms Pro Survey Inline In Website

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Once you have your Forms Pro Survey created, you need to send the survey to people. One of the options is to embed it in to a website. Clicking on the Embed option from the Send Survey tab, you are presented with three options. One of them is Inline. Let’s look at how to embed a survey… Continue Reading Megan V. Walker’s Article on...

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Back to consulting! – JenKuntz.ca
Jun05

Back to consulting! – JenKuntz.ca

There’s an expression “you can take the girl out of consulting but you can’t take the consulting out of the girl”. OK, so that’s not really how that goes, but it fits the situation! As of June 1st (2019), I’m resuming my consulting business – Kuntz Consulting Inc. – and am back to being a Microsoft partner and independent consultant. This is so new that I haven’t even… Continue Reading Jen Kuntz’s Article on their...

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Are you using what you’ve purchased? – JenKuntz.ca
Jun05

Are you using what you’ve purchased? – JenKuntz.ca

Today’s #TipTuesday isn’t a technical tip, it’s more of a business tip. I’ve written this to be specific to Dynamics GP, although what I describe may apply to other applications and software licensing. I have not worked with licensing on any other ERP packages to know if this might be a general rule of thumb or not. If you’ve been using Dynamics GP for any length of time, it… Continue Reading Jen Kuntz’s Article on their...

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New Phone, Who dis?
Jun04

New Phone, Who dis?

Welcome to my new home everyone! I have finally taken the leap and moved from Blogger to WordPress and got a web address with my name in it! All you need to remember now is KylieKiser.com! I hope you like the new site! Please share your comments and tips for improvement. Then follow to stay up to date on new content! I have several fun articles in the pipeline so be on the lookout! Continue Reading Kylie Kiser’s Article on their...

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Using DAX Measures that calculate by row rather than a summary, in Microsoft Power BI
Jun03

Using DAX Measures that calculate by row rather than a summary, in Microsoft Power BI

  In this Video, I’ll create a DAX (Data Analysis eXpression) Measure.  This measure will be used to calculate the total sales price.  Check out this video to see how to create a measure that performs “Aggregation with Iteration”; which is a fancy way of saying DAX needs to calculate the total sales price for each row, then sum it together.  Look at the two examples below and… Continue Reading Belinda Allen’s Article...

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Creating a Conditional Title with DAX in Microsoft Power BI
May31

Creating a Conditional Title with DAX in Microsoft Power BI

In this Video, I’ll use DAX to make a visual Title be conditional based on a selection in a filter, using Microsoft Power BI.

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Calculating Your Organisation Net Promoter Score with Forms Pro
May30

Calculating Your Organisation Net Promoter Score with Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Using Net Promoter Score, you can assess customer loyalty for your product, service or organisation. This blog post was previously done using Voice of the Customer for gathering feedback. Can calculating your overall Net Promoter Score be achieved using Microsoft Forms Pro? You bet it can! In… Continue Reading Megan V. Walker’s Article...

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Tips on using the Matrix Visual in Microsoft Power BI
May29

Tips on using the Matrix Visual in Microsoft Power BI

In this Video, I’ll show you some tips on using the Microsoft Power BI visual.  I’ll build a GL Account Summary Matrix by month.  

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Using Net Promoter Score in Forms Pro Surveys
May29

Using Net Promoter Score in Forms Pro Surveys

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you aren’t familiar with Net Promoter Score, you can find out more here. It’s a commonly recognised scale with which to measure the overall satisfaction of your customers. You’ve all seen it on a survey, usually at the end where you are asked if you would recommend a product, service… Continue Reading Megan V. Walker’s Article on...

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Excel Paste Special – Operations – JenKuntz.ca
May28

Excel Paste Special – Operations – JenKuntz.ca

Today’s #TipTuesday is an Excel tip. Did you know there are some funky Paste Special options beyond the basics like Paste Values, Paste Formats etc.? I find if you were to ask most Excel users what Paste Special is, the majority will answer “pasting values instead of formulas”. While that’s definitely true, there are also Paste Operations. There are random circumstances where… Continue Reading Jen Kuntz’s Article on their...

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Using Divide in a DAX Measures in Microsoft Power BI
May28

Using Divide in a DAX Measures in Microsoft Power BI

In this Video, I’ll create a DAX (Data Analysis eXpression) function (Divide) to alter a Measure.  DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expression: Gross Margin % := DIVIDE(SUM(‘Sales Line Items'[Gross Margin]), SUM(‘Sales Line Items'[Total Sales]), 0)  

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Treemap Bar Chart in Microsoft Power BI
May24

Treemap Bar Chart in Microsoft Power BI

In this video, I’ll use a new custom visual called the Treemap Bar Chart.  It’s like the baby of the Clustered Column Visual and the Treemap Visual.  This was created by MAQ Software. https://maqsoftware.com/

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Line Chart Formatting in Microsoft Power BI
May22

Line Chart Formatting in Microsoft Power BI

 In this video, I demonstrate formatting the Microsoft Power BI Line Chart visual.  

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How to set a longer password on Office 365 – JenKuntz.ca
May21

How to set a longer password on Office 365 – JenKuntz.ca

This is a belated #TipTuesday, posted a day later than usual! Recently, support for longer passwords in Office 365 was announced but oddly enough, in some places the password change dialog boxes still limit you to 16 characters. Here’s how I worked around this. Standard “password reset” feature – 16 char limit Here’s a screenshot of a password reset window in my Office 365… Continue Reading Jen Kuntz’s Article on their...

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Link Anonymous Forms Pro Survey Responses To Records
May21

Link Anonymous Forms Pro Survey Responses To Records

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you share a Forms Pro Survey link out with people directly (rather than using FLOW), any responses received will be from an Anonymous Responder. In other words, there is no way to link them back up to a specific Lead or Contact. Well, actually, there is! We can use Microsoft Flow to… Continue Reading Megan V. Walker’s Article on...

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Creating DAX Measures in Microsoft Power BI
May20

Creating DAX Measures in Microsoft Power BI

In this Video, I’ll create a DAX (Data Analysis eXpression) function to create a Measure.  DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expression: Gross Margin % := SUM(‘Sales Line Items'[Gross Margin]) / SUM(‘Sales Line Items'[Total Sales])

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Adding the Fields to a Visual’s Tooltips in Microsoft Power BI
May17

Adding the Fields to a Visual’s Tooltips in Microsoft Power BI

In this Video, I’ll show you how to add fields to the additional information, called “Tooltips”, in a Microsoft Power BI visual.  

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Adding the Q&A Visual in Microsoft Power BI
May15

Adding the Q&A Visual in Microsoft Power BI

In this Video, I’ll add a Q&A Visual to my Microsoft Power BI Desktop Report.  This visual uses Microsoft Bing “Natural Query Language” technology.  This is just a fancy way to say, you ask it a question, and you’ll get an answer back in the form of a visual.  

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Creating Custom Email Templates In Forms Pro
May14

Creating Custom Email Templates In Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. When sending out emails for things like a case closure, or any time you wish to request feedback from your customers, you want to make sure those emails are in line with your companies brand guidelines. You can do this with Forms Pro email templates, although it might not be immediately… Continue Reading Megan V. Walker’s Article on...

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SQL Alerts with HTML email body – JenKuntz.ca
May14

SQL Alerts with HTML email body – JenKuntz.ca

Today’s #TipTuesday is a bit different from my normal type of post. In the course of monitoring some integrations, I had wanted to change the emails I get when there were issues. What I inherited was email alerts with attachments, without any data that I could use as an Outlook filter to tell me if something was ok or not. I had to open the attachment to see if there were errors. I… Continue Reading Jen Kuntz’s Article on...

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Creating DAX Columns in Microsoft Power BI
May13

Creating DAX Columns in Microsoft Power BI

In this Video, I’ll create a DAX (Data Analysis eXpression) function to create a column.  DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expression: Gross Margin = ‘Sales Line Items'[Total Sales] – ‘Sales Line Items'[Total Costs]

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In search of the perfect credit card – JenKuntz.ca
May12

In search of the perfect credit card – JenKuntz.ca

A few months ago, I started re-evaluating the credit cards I was using, and checking into the benefits they offer. I was planning a big trip and have never really paid attention too much to the benefits other than the basic rewards they offer (cash back or travel points in various programs etc.). I knew friends who had used some of the warranty extension kinds of benefits, but that’s… Continue Reading Jen Kuntz’s Article...

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Send Surveys To A D365 CE View

*** 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. A really cool feature in Microsoft Forms Pro is the ability to send out surveys to a view from Dynamics 365 Customer Engagement. So consider an event or webinar you have held, and you want to send out a survey to them… Continue Reading Megan V. Walker’s Article on their...

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SmartList stuck on My Reports pane – JenKuntz.ca
May08

SmartList stuck on My Reports pane – JenKuntz.ca

Today’s #TipTuesday post is about troubleshooting an issue with the My Reports home page area/pane and how to remove SmartList favourites from there. The specific scenario here related to favourites that were “stuck” in MyReports after an upgrade to GP 2013 a few years ago. I was reminded of this when I saw this post on the Microsoft Dynamics community forum and someone asked me if I… Continue Reading Jen Kuntz’s Article...

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Adding Forms Pro Survey Entities To A D365 App
May07

Adding Forms Pro Survey Entities To A D365 App

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you’ve been using Microsoft Forms Pro, you will know that you can review the question responses associated with each survey directly within the site. But where are those answers actually going? How can you find them, and to be more exact, where can you find them within Microsoft Dynamics… Continue Reading Megan V. Walker’s Article...

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Forms Pro Multilingual Surveys – Megan V. Walker
May02

Forms Pro Multilingual Surveys – Megan V. Walker

*** 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. For any organisation, providing content and communication to your customers in the right language is important. Microsoft Forms Pro provides the option to create multilingual surveys. If you create your survey using… Continue Reading Megan V. Walker’s Article on their...

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Originating fields in SmartList – JenKuntz.ca
Apr30

Originating fields in SmartList – JenKuntz.ca

Today’s #TipTuesday is a bit about the “Originating” fields in SmartList, what they are and what you may find in them. These fields are found under the Account Transactions SmartList (under Financial) and in certain circumstances, you will be able to extract *some* subledger information from your G/L to supplement your account analysis. What are they? Here are some of the… Continue Reading Jen Kuntz’s Article on their...

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Using Emojis In Forms Pro Surveys
Apr30

Using Emojis In Forms Pro Surveys

*** 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. Ever since writing about using Emojis in Optionsets, it’s been something that I check out in each new area of the Microsoft PowerPlatform I dig in to. So…. it had to be done with Microsoft Forms Pro too. Can they be… Continue Reading Megan V. Walker’s Article on their...

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Forms Pro Branching Rules – Navigate To URL
Apr25

Forms Pro Branching Rules – Navigate To URL

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Once a survey has been completed, the default ‘thank you’ is displayed within Microsoft Forms Pro. This might be fine, but if you want to have a more complete process, and keep your customers or participants engaged, how about sending them to your website and to a specific page instead?… Continue Reading Megan V. Walker’s Article on...

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Forms Pro Branching Rules – Chained Surveys
Apr24

Forms Pro Branching Rules – Chained Surveys

*** 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. It’s possible you may want to collect data from a customer, but not all from within the same survey. Forms Pro has a way to link feedback requests together using ‘chained surveys’. For example, at the end of a survey… Continue Reading Megan V. Walker’s Article on their...

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eConnect Distributions: Double Trouble? – JenKuntz.ca
Apr23

eConnect Distributions: Double Trouble? – JenKuntz.ca

Today’s #TipTuesday post is yet another integration-related post. In my case, it’s about Payables Transaction Entry and distributions doubling up. This tip will (or should) also hold true for other eConnect nodes that have optional GL distributions as most behave in the same default manner I describe below. I was building a Payables Transaction integration for the first time in a… Continue Reading Jen Kuntz’s Article on...

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Forms Pro Branching Rules – Show & Hide
Apr23

Forms Pro Branching Rules – Show & Hide

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Once we have a Microsoft Forms Pro survey up and running, one way to make it more interactive and dynamic is to use branching rules. These rules allow conditions to be set on fields, and in the simplest way just show or hide fields based on values in another field. In this post we will look… Continue Reading Megan V. Walker’s Article...

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Add Personalisation To Form Pro Survey
Apr18

Add Personalisation To Form Pro Survey

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. We’ve got our survey set up, and we have an email that’s sent once a case is closed. Great that we can add their first name to personalise it a bit, but how about providing more details on which case the survey is referring to? What about showing which Support Rep helped them so they know… Continue Reading Megan V. Walker’s Article on...

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SmartConnect, Variables & Quotes – JenKuntz.ca
Apr17

SmartConnect, Variables & Quotes – JenKuntz.ca

Today’s #TipTuesday title is a little obscure but it’s 2 tips in 1! I’ve been building some integrations lately, as I alluded to in my last post. Today’s tip, and next week’s tip, are all coming out of some things I ran into today that gave me some great topics to share! Woohoo! This tip is about eOne Solutions’ SmartConnect again, and while I am integrating into Dynamics… Continue Reading Jen Kuntz’s Article on their...

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Send Forms Pro Survey On Case Closure
Apr16

Send Forms Pro Survey On Case Closure

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One of the most common reasons for sending out a survey request, is for the customer services team to get feedback upon the closure of a support case or ticket. Using Microsoft Forms Pro, we can have an email triggered once a case is closed in Dynamics 365 CE (CRM) using a mixture of an email… Continue Reading Megan V. Walker’s Article...

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