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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
Using Teams & Managers To Manage Records
Oct02

Using Teams & Managers To Manage Records

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. For the majority of organisations, people work in departments. They report to a manager, and as a manager you need an easy way to see what’s going on with your team. In D365/CRM there are many ways to separate the data for reporting but two of the easiest things to use are the manager field, and teams…. Continue Reading Megan V....

Read More
Dynamics 365 New Features -All in good time – BethB-D365.com
Oct01

Dynamics 365 New Features -All in good time – BethB-D365.com

Keeping up with Dynamics 365 can be a full-time job.   Every week they are announcing a new feature or change coming soon to an Online Tenant near you.  It used to be Dynamics CRM and whatever feature CRM did not have, you went out and found an ISV that met your needs.   It is not so simple anymore! There is a lot of good with all these new modules and features, but it can make a… Continue Reading Beth B – MCT, MCSE ,...

Read More
KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend
Sep28

KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend

KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend CRMUG Summit 2018: Events to Attend CRMUG Summit is just a few weeks away. If you are not registered yet, there is still time! Register now and book your flight to Phoenix! I love Summit because it is an amazing event full of learning. There… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their...

Read More
D365UG/CRMUG – Presentation in Manchester
Sep27

D365UG/CRMUG – Presentation in Manchester

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. It wasn’t that long ago that I had my first introduction to presenting for the D365/CRM User Group community and took part as a presenter in their Virtual Summer Camp. The experience was fantastic, and an event I was proud and honoured to be a part of. It’s a fantastic feeling sharing knowledge and… Continue Reading Megan V. Walker’s...

Read More
Automatically Populate Shipping & Billing Addresses For An Order
Sep26

Automatically Populate Shipping & Billing Addresses For An Order

One of the things that surprises me about Dynamics 365/CRM when it comes to Orders is there isn’t a fully automated process for populating the Billing & Shipping details. While the billing address is mapped when creating a Quote or an Order directly from an Account or a Contact, the shipping address isn’t. Most likely you will always present your customer with an invoice, but if you are… Continue Reading Megan V....

Read More
Advanced Lookups – JenKuntz.ca
Sep25

Advanced Lookups – JenKuntz.ca

Today’s #TipTuesday is an oldie but a goodie: Advanced Lookups. These have been around as long as I can remember, but they are one of those hidden things in Dynamics GP that many users don’t realize exists. What are they? For selected Lookup windows in Dynamics GP, Advanced Lookups will add extra sorting and lookup options, up to 4 additional fields for a user to access quickly without… Continue Reading Jen Kuntz’s Article...

Read More
Copy & Paste Unique Values – JenKuntz.ca
Sep18

Copy & Paste Unique Values – JenKuntz.ca

Here’s a cool little Excel tip for #TipTuesday. Have you ever had a column of information in Excel and wanted to get a distinct / unique list of values from one of your columns of data? I learned a new thing last week doing just this, and, surprise, it wasn’t “create a pivot table with that column”! Sample Data Here’s my sample data: from the RM00101 table in Dynamics GP’s TWO… Continue Reading Jen Kuntz’s Article on their...

Read More
Create Awesome Surveys Using Custom Style Sheets (CSS)
Sep18

Create Awesome Surveys Using Custom Style Sheets (CSS)

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you haven’t already dabbled with Voice of the Customer, you should. ? In my opinion it’s an underrated tool. You can send out customised survey requests automatically and link back responses to Contacts, Cases and pretty much any entity you wish. One of the things you might not be happy with is… Continue Reading Megan V. Walker’s...

Read More
Surface Go – First Impressions – JenKuntz.ca
Sep17

Surface Go – First Impressions – JenKuntz.ca

TL;DR summary: I like it! I have had the Surface Go for just over 1 week now. I had been interested in it since it came out and did a lot of research on my recent trip to Fargo comparing US prices vs. CAD prices and comparing the “unique” build configuration that Costco was selling vs. what everyone else had. Yes, I’m one of those… Options & Pricing The basic options and pricing I… Continue Reading Jen Kuntz’s Article...

Read More
KRM: Kylie’s Research Management: Girl Power Playlist 2018
Sep14

KRM: Kylie’s Research Management: Girl Power Playlist 2018

KRM: Kylie’s Research Management: Girl Power Playlist 2018 Girl Power Playlist 2018 I am excited for two big events in the next few weeks. To help me get prepared I am working on a killer, motivational playlist! This is something I do each year but this year I wanted to share with all of you! A bit about these… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their...

Read More
Create Account Specific Dashboards Using Subgrids
Sep12

Create Account Specific Dashboards Using Subgrids

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Dashboards in CRM/D365 are a fantastic way to provide an overview of key data to users in the organisation. Most likely if you are using CRM you’ve created your own dashboard, or a system administrator has created helpful dashboard layouts to share with relevant teams. What about displaying data… Continue Reading Megan V. Walker’s...

Read More
GP Utilities user permissions part 2 – JenKuntz.ca
Sep11

GP Utilities user permissions part 2 – JenKuntz.ca

Today’s #TipTuesday is short, but also related to a post from a couple of weeks ago where I posted what the minimum permissions required were for using GP Utilities. Coincidentally (or perhaps not?), last week a consultant posted a “tip” on this on the GPUG Open Forum, where there was a dangerous suggestion made, that I’m not sure they fully realized the implication of (at least I… Continue Reading Jen Kuntz’s Article on...

Read More
Taking Notes at Conferences and Events
Sep09

Taking Notes at Conferences and Events

KRM: Kylie’s Research Management: How To: Taking Notes at Conferences and Events How To: Taking Notes at Conferences and Events Today it is cold and rainy and I am dreaming of being at CRMUG Summit in Phoenix in just a few weeks. This makes me think of all the things I will be learning! When I first started… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their...

Read More
Duplicate payments & internal controls – JenKuntz.ca
Sep07

Duplicate payments & internal controls – JenKuntz.ca

This post really doesn’t have anything to do with Dynamics GP specifically, but more about business process, internal controls or lack thereof and a fun “Twitter Moment” earlier today. Late last week, Steve Endow, fellow Microsoft MVP, independent technical consultant, and ISV (distributor of some ISV products at least!) posted a tweet, and it’s not the first time I’ve seen… Continue Reading Jen Kuntz’s Article on their...

Read More
Flash Fill in Excel – JenKuntz.ca
Sep04

Flash Fill in Excel – JenKuntz.ca

Today’s #TipTuesday post is a Microsoft Excel tip, instead of the usual Dynamics GP tips! I do have a tie-in to Dynamics GP on where you could use this in a pinch in GP from an exported Smartlist, at the end of this post! Have you ever used Flash Fill? It came out in Office 2013 (as far as I can confirm) and I must say, there are a number of different instances where I’ve found this… Continue Reading Jen Kuntz’s Article on...

Read More
Email Document Templates As PDF’s
Sep04

Email Document Templates As PDF’s

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One thing I love more than anything about the D365 community is COLLABORATION! So many are willing to share ideas. From there it creates other ideas, expanding and encouraging new ways of doing things. One such collaborator is Bruce (creator of 365 Notify), and author of this awesome post...

Read More
PowerApps Newbie – home screen – JenKuntz.ca
Sep03

PowerApps Newbie – home screen – JenKuntz.ca

This is post 3 in my series, but it’s the first post where I’m starting to document actual work in PowerApps. Today I have simply started to create the shell of my new app “My Golf Stats” as well as start to get the data layout for what I envision in Excel. This post will just be about the app shell and I’ll dig into the Excel part later. Previous Posts The background and… Continue Reading Jen Kuntz’s Article on their...

Read More
PowerApps Newbie – project background – JenKuntz.ca
Sep02

PowerApps Newbie – project background – JenKuntz.ca

I can’t believe it’s nearly 6 weeks ago that I posted my first post on this topic! Wow, time flies when you’re having fun! Quick recap: I’m interested in learning PowerApps, but as of the moment, I don’t have a good handle on a business application for it in my company. So, it’s going to be a personal project I’m going to tackle to get a sense of what it can and can’t… Continue Reading Jen Kuntz’s Article on their...

Read More
Scheduling Recurring Emails Using A Workflow
Aug29

Scheduling Recurring Emails Using A Workflow

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Have you ever had the need to send a weekly update email sharing specific data from CRM, but there isn’t any specific trigger you can use? Or, you want to send an email notification months or even years based on a date on a record? Rather than setting off lots of workflows with a timeout clause (which… Continue Reading Megan V....

Read More
Jo's Did You Know "You can set your AR Aging Routine to Run Automatically in All GP Databases"
Aug28

Jo's Did You Know "You can set your AR Aging Routine to Run Automatically in All GP Databases"

Jo's Did You Know “You can set your AR Aging Routine to Run Automatically in All GP Every now and then I have a request from a client that they want to set up some automatic functionality in…(read more) Continue Reading Jo deRuiter’s Article on their...

Read More
GP Utilities user permissions – JenKuntz.ca
Aug28

GP Utilities user permissions – JenKuntz.ca

Today’s #TipTuesday post is around GP Utilities and what permissions are required. If you are going through any service pack install or upgrade, you might have a lot of workstations that need to be updated! In our case, we just upgraded our Dynamics GP and wanted all hands on deck to help with installs, including some IT team members who didn’t have any GP access. Here’s how you do it… Continue Reading Jen Kuntz’s Article...

Read More
GP2018R2 Hybrid, Confusing or Awesome? What in the name of Zeus’ beard do you mean by “Hybrid”?
Aug27

GP2018R2 Hybrid, Confusing or Awesome? What in the name of Zeus’ beard do you mean by “Hybrid”?

I have heard from a number of clients and users that they are confused over the term “Hybrid”.  And, why it the world would I be saying GP2018R2 Hybrid? The term Hybrid, can, of course, be scary – like the Chimera virus from the Mission Impossible 2 movie… or a merging of scary and fictional beasts like the Lycan and Vampire from the Underworld movie! Or, it can be beautiful like the… Continue Reading Jo...

Read More
GP Tech 2018 Wrap-up & Pennies for Taylor – JenKuntz.ca
Aug25

GP Tech 2018 Wrap-up & Pennies for Taylor – JenKuntz.ca

I’m getting ready to leave Fargo for another year and head home after a long but great week of learning and networking. For those that may have missed my earlier posts, here are the 3 posts I wrote after each day of the Dynamics GP Tech conference: Today, my flight isn’t until late in the afternoon so I’m just hanging around the hotel and catching up on things like this (blogging) as… Continue Reading Jen Kuntz’s Article...

Read More
Jo’s Did You Know: “GP Tech Conference Was Chock Full of New Tech for GP”
Aug24

Jo’s Did You Know: “GP Tech Conference Was Chock Full of New Tech for GP”

 General Comments In general, the Tech Conference turned out to be a very valuable experience. We learned the enhancements coming out in the October 1, 2018 release of GP 2018R2 which I’ll discuss later on. We also learned about some awesome new technology that I think is an amazing game-changer in the Dynamics GP space, but that we’ve got a bit to learn about their full capabilities and… Continue Reading Jo deRuiter’s...

Read More
GP Tech 2018 – Day 3 – JenKuntz.ca
Aug23

GP Tech 2018 – Day 3 – JenKuntz.ca

Today was day 3 at the Dynamics GP Tech Conference. As in other years, the 3rd day is a half day and many people head on their way back home right after the conference is done. For me, it’s a bonus part of a day off to regroup, review notes, check in on email etc. and get ready for 2 more days of training. I’m going to be taking the eOne Solutions SmartConnect bootcamp Thursday and… Continue Reading Jen Kuntz’s Article on...

Read More
Keeping Track of Your Processes
Aug22

Keeping Track of Your Processes

KRM: Kylie’s Research Management: Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes This post on CRMUG inspired me to document how we manage Workflow documention in our organization. This is still a manual process and needs to be… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their...

Read More