Using Font Awesome To Improve Your Portal Users Experience
Mar20

Using Font Awesome To Improve Your Portal Users Experience

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you have ever used a portal for Dynamics 365 you will have noticed that the navigation along the top has a little house to indicate the home page link. If you edit the navigation you will see that the Image URL field contains .fa.fa-home. Ever wondered what that is? It’s using something… Continue Reading Megan V. Walker’s Article on...

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D365UG/CRMUG – Presentation in Nottingham
Mar19

D365UG/CRMUG – Presentation in Nottingham

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. There is so much buzz going on about the Summit event in Amsterdam next week, and I can’t wait to present there. However, I’m now looking at the week after, and getting ready for my presentation at the very first D365/CRMUG happening in Nottingham on Thursday April 4th! It’s been… Continue Reading Megan V. Walker’s Article on their...

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Mass Update CPY Basic Personal Exemption – JenKuntz.ca
Mar19

Mass Update CPY Basic Personal Exemption – JenKuntz.ca

Last week, I was asked if I knew of a quick way to update the Basic Personal Exemption amount in Dynamics GP Canadian Payroll. It’s not the first time I’ve been asked as it’s relatively common for an “oops” on the CPY Year End Close routine to either forget to update the personal exemption amounts or that somehow the wrong amounts are in there. So, today’s #TipTuesday is a… Continue Reading Jen Kuntz’s Article on their...

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What’s included in those SQL rpt roles? – JenKuntz.ca
Mar12

What’s included in those SQL rpt roles? – JenKuntz.ca

Today’s #TipTuesday is a security tip to help you identify what exact permissions the SQL fixed database roles have, that start with rpt*. If you’re granting access to some of your windows users or groups, you want to know what they can get into, right? The purpose behind the rpt* roles is generally for SSRS (SQL Reporting Services) reports that ship with Dynamics GP since users… Continue Reading Jen Kuntz’s Article on...

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Adding Documents To Portal Messages
Mar12

Adding Documents To Portal Messages

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a previous post, I walked through adding a portal inbox and messaging process. This provides the ability to create messages for portal users to log in and access, along with a nifty unread message indicator like you would find on many social media sites. What if you want to include… Continue Reading Megan V. Walker’s Article on...

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KRM: Kylie’s Research Management: Dynamics Journey
Mar10

KRM: Kylie’s Research Management: Dynamics Journey

KRM: Kylie’s Research Management: Dynamics Journey Dynamics Journey As I talk to other people in the Dynamics 365 space, I am always surprised with the number of people who just “fell in” to their position (or sometimes were unwillingly pushed in). I am no exception. I thought it might be beneficial for others to… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their...

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Cdn Payroll T4 XML & Multiple Employers – JenKuntz.ca
Mar05

Cdn Payroll T4 XML & Multiple Employers – JenKuntz.ca

Today’s #TipTuesday is too late for 2018 filings but hopefully those this applies to will file it away for next year. The post is as a result of a question from a consultant who works for one of the Dynamics GP VARs in the Toronto area, whose client asked how to get 1 XML T4 file for multiple employers. TL;DR version: it does that out of the box although the UI doesn’t make it seem… Continue Reading Jen Kuntz’s Article on...

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Create A Portal Inbox & Messaging Process
Mar05

Create A Portal Inbox & Messaging Process

[This post has multiple pages. Navigate here: 1 2 3 4] Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you log in to any social media platform you’ll see a red notification badge telling you how many unread messages you have. We don’t have this in the Microsoft Dynamics Portal by default, but with a little effort we can create this, and… Continue Reading Megan V. Walker’s Article...

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Fun with XML, the end – JenKuntz.ca
Mar04

Fun with XML, the end – JenKuntz.ca

(At least I hope it’s the end, LOL!). Here are the various parts to my mini-series so far, which is the story behind all of this (part 1), the technical deep dive into the SQL query (part 2), a bit about namespaces in the FOR XML (part 3) and finally a bit about validating an XML file against an XSD schema (part 4). So, what is this post about? This is taking a step back to describe… Continue Reading Jen Kuntz’s Article on...

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Fun with XML, part 4 – JenKuntz.ca
Mar03

Fun with XML, part 4 – JenKuntz.ca

The last of the “technical” parts of this mini-series is about how to validate an XML file with a parser, against an XSD schema. This would complete the list of things I learned in this journey to create a T5 XML file, that I didn’t know before I started. If you’re interested in the previous parts, part 1 is the story behind all of this, part 2 is a deep dive into the SQL code… Continue Reading Jen Kuntz’s Article on their...

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Fun with XML, part 3 – JenKuntz.ca
Mar03

Fun with XML, part 3 – JenKuntz.ca

The fun continues! Today’s post is about the namespaces. I was unable to figure this out for the longest time and ended up giving up, manually pasting in the values I needed for submission. It was only in prepping this post that I came up with a way to get the namespace attributes in the right spot. If you are interested in the entire journey, check out part 1 (the story behind this)… Continue Reading Jen Kuntz’s Article...

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Fun with XML, part 2 – JenKuntz.ca
Mar02

Fun with XML, part 2 – JenKuntz.ca

Today’s post is a continuation of the mini-series I started on Feb 28th. You can read the first part here if you’d like, which contains the story behind this. In this post I’ll be getting into the technical details on what I learned. This is about the guts of the XML itself, in SQL, where I ended up writing this procedure. First, before I get into the details, I wanted to… Continue Reading Jen Kuntz’s Article on their...

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Fun with XML, part 1 – JenKuntz.ca
Mar01

Fun with XML, part 1 – JenKuntz.ca

This is going to be a short series of posts (short series, not short posts!) about my journey with creating an XML file for T5 filing with the Canada Revenue Agency (CRA for short). So many things happened in the last couple of weeks on this, that there were plenty of lessons learned to share and stories to tell! The story overall was one of a lot of frustration at times but in the end, a… Continue Reading Jen Kuntz’s...

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Additional menu in GP windows – JenKuntz.ca
Feb26

Additional menu in GP windows – JenKuntz.ca

Today’s #TipTuesday is a pretty simple one, it’s about the Additional menus in GP windows that appear when you use Extender (from eOne Solutions) or other ISV solutions or customizations that add functionality to existing Dynamics GP windows. I learned something that shouldn’t have been new to me, so I either didn’t know this or had forgotten about how security worked, as it… Continue Reading Jen Kuntz’s Article on their...

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Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Three
Feb26

Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Three

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. So in the last part of this post, we are going to finish off with a few simple bits of code, put together our Microsoft Flow, and then walk through to see it in action. In Part Two, we looked at adding our Entity Forms, and the Portal Comment one had a redirect to our Image Updated Web Page…. Continue Reading Megan V. Walker’s Article...

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Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Two
Feb26

Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Two

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In Part One of this series, we looked at what we wanted to achieve in the portal for the user experience, with the ability for them to upload and see their own image. We also looked at the CSS needed, and the forms required. Now we’ll at the Entity Permissions needed. First, we need to make… Continue Reading Megan V. Walker’s Article...

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Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part One
Feb26

Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part One

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One thing about the Microsoft Portals that has always annoyed me slightly (even when using it when Adxstudios) is the Profile area. A user registers, then sees a little mystery person image but with no way to change it or upload their own photo. It isn’t tied to the Contact entity image, so… Continue Reading Megan V. Walker’s Article...

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Add Accessible Image URL To Contact Using Microsoft Flow
Feb20

Add Accessible Image URL To Contact Using Microsoft Flow

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a previous post we looked at updating a Contacts D365 (CRM) image from a Twitter profile. Although the image displays within that application, it’s not something you can use to display it anywhere that needs the image to be accessible to the outside world. For example, if you want to use the image… Continue Reading Megan V. Walker’s...

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When did that G/L Account get added? – JenKuntz.ca
Feb19

When did that G/L Account get added? – JenKuntz.ca

This phrase was uttered in the office recently, by the person who is tracking final changes to the year end Financial Statements. Her statements were out of balance, which turned out to be a new G/L Account. The next phrase was “Oh sorry, I forgot to tell you I added that. There must be some way to to alert you because I won’t always remember to tell you!” Yes, there must be a… Continue Reading Jen Kuntz’s Article on their...

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Use Twitter Flow Connector To Update Contact Images
Feb19

Use Twitter Flow Connector To Update Contact Images

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I had been using CRM for a few years before I realised you could add a photograph to a Contact record by simply clicking on the mystery person image. Uploading an image to identify your contacts, vendors and partners can make quite a difference to the users, giving simple visual indicators. However, how… Continue Reading Megan V....

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Microsoft Dynamics 365 Upgrading from 8.2.2 to 8.2.3
Feb18

Microsoft Dynamics 365 Upgrading from 8.2.2 to 8.2.3

As part of troubleshooting Server Side Sync we upgraded our on-premise Dynamics 365 environment from version 8.2.2 to 8.2.3 (8.2.3 Details). There were several issues that occurred from this upgrade that I wanted to share to prevent you from falling into the same traps (or at least knowing how to recover when they arise).Related Articles: Server Side Sync troubleshooting steps, Upgrade from… Continue Reading noreply@blogger.com...

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Real life Tales of Server Side Sync
Feb18

Real life Tales of Server Side Sync

KRM: Kylie’s Research Management: Real life Tales of Server Side Sync Real life Tales of Server Side Sync The idea of Server Side Synchronization for Microsoft Dynamics 365 is very exciting. It can enable the syncing you know and love to run even when Outlook (with CRM for Outlook) is not running.  In my… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

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KRM: Kylie’s Research Management: D365UG/CRMUG Houston 2019
Feb15

KRM: Kylie’s Research Management: D365UG/CRMUG Houston 2019

It’s less than a month until D365UG/CRMUG Focus conference in Houston. This event features 90-minute deep dive sessions in a smaller environment. This will be a great way to learn more about the product and discuss your questions with speakers.I will be participating in 3 sessions. Make sure you add them to your schedule! What are you hoping to learn in Houston? Continue Reading noreply@blogger.com (Kylie Kiser)’s Article...

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SmartList Options – JenKuntz.ca
Feb12

SmartList Options – JenKuntz.ca

Today’s #TipTuesday is a hidden gem, and if you didn’t know what you could do with it, you’re going to love this post! The misconception is some of the things I’m describing might require using SmartList Designer or Builder to create new SmartLists. Many useful tweaks can be made without any of those tools. What is it? First of all, this window is found on the… Continue Reading Jen Kuntz’s Article on their...

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Entity Form Metadata On Subgrids
Feb12

Entity Form Metadata On Subgrids

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Portal pages are often made from Entity Forms or Entity Lists. However, on an Entity Form, you can display lists using subgrids on regular forms in D365. If you think about adding a subgrid to a form, you can set the columns on the grid, but you can’t change the name displayed on each column, unless… Continue Reading Megan V. Walker’s...

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Changing Password Managers – JenKuntz.ca
Feb10

Changing Password Managers – JenKuntz.ca

Back in October last year, I posted a couple of articles around my recommendations and use of Two-Factor authentication. (Here’s part 1 and part 2 for those articles, if you’re interested in reading them.) In my part 2 post, I indicated that I was also using a password manager and was using LastPass at the time. I have recently switched to 1Password and after posting a couple of… Continue Reading Jen Kuntz’s Article on...

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My write-off doesn’t add up! – JenKuntz.ca
Feb06

My write-off doesn’t add up! – JenKuntz.ca

Or does it? Today’s post is the first #TipTuesday of 2019, and a little bit of an obscure one at that. The short version is, if you use the write-off feature while you are applying payments or credit notes in Dynamics GP Receivables Management, the results display rather oddly on the RM Historical Aged Trial Balance. In fact, at first glance, it seems like the report is actually wrong,… Continue Reading Jen Kuntz’s Article...

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Using Liquid To Enhance Cases In Portals
Feb05

Using Liquid To Enhance Cases In Portals

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Continuing on from Using Liquid To Enhance The Portal Experience, let’s take a look at using Liquid a bit further. Calling fields that are linked to the user (Contact logged in) record is pretty straightforward once you know how. It’s global throughout the portal so we can call {{ user.firstname }}… Continue Reading Megan V. Walker’s...

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Reminders functionality in Dynamics NAV – Tina Menezes’ Blogs
Feb01

Reminders functionality in Dynamics NAV – Tina Menezes’ Blogs

Introduction: In Microsoft Dynamics NAV, there is a provision to send reminders to customers if there are any overdue payments remaining. To be more precise, if the due date of payment for a particular invoice has already passed away and the customer has not yet done the payment which means that the invoice in the customer ledger is still ‘Open’, reminders can be generated from… Continue Reading tinamenezes’s Article on...

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Dynamics 365 Saturday in Tampa – BethB-D365.com
Jan31

Dynamics 365 Saturday in Tampa – BethB-D365.com

Saturday  -February 23, 2019 Join us for a full day of amazing content   We have the most amazing line up of speakers!  Microsoft is hosting with Breakfast and Lunch LIMITED SEATING Register today  http://365saturday.com/dynamics/d365-tampa-florida/ Friday February 22 – Connect Field Services – Workshop / Hackathon – run by Mr FS himself – Ben Vollmer Like this:Like...

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Add Twitter Feed To Microsoft Dynamics Portal
Jan30

Add Twitter Feed To Microsoft Dynamics Portal

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Keeping customers informed and up to date can be achieved using many different channels. If your organisation has a Twitter profile and it’s used regularly, this can be added to your portal for quick reference and accessibility. Twitter profiles, tweets and hashtags can easily be added to any website,… Continue Reading Megan V....

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KRM: Kylie’s Research Management: D365 Saturday Boston 2019: Solution Management Presentation
Jan30

KRM: Kylie’s Research Management: D365 Saturday Boston 2019: Solution Management Presentation

KRM: Kylie’s Research Management: D365 Saturday Boston 2019: Solution Management Presentation D365 Saturday Boston 2019: Solution Management Presentation It was great to be involved in D365 Saturday in Boston this weekend. There was an amazing line up of speakers and so many enthusiastic attendees. Aiden Kaskela,

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The A-Z of Marketing & Branding
Jan27

The A-Z of Marketing & Branding

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. This post is a written article based on a presentation I delivered at the D365 Saturday Scotland event held in Glasgow on January 26th, 2019. It’s a collection of tips and ideas of mainly out of the box functionality you can use to keep the marketing and branding of your organisation consistent, with… Continue Reading Megan V. Walker’s...

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Using Liquid To Enhance The Portal Experience
Jan22

Using Liquid To Enhance The Portal Experience

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Using a Dynamics 365 Portal allows you to provide self service access to your customers. Once they are logged in, they can view their cases and any other account data you have provided. That’s great, but would about customising their experience even more? Liquid is an open-source template language… Continue Reading Megan V. Walker’s...

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Filter Knowledge Based Articles With Content Access Levels
Jan16

Filter Knowledge Based Articles With Content Access Levels

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you are using a Microsoft Dynamics 365 Portal for your business, chances are you are displaying some kind of FAQ or information to provide answers to your customers. Knowledge Articles (KA) are created within D365 and can be published out to the portal. Below you can see a KA has been found using the… Continue Reading Megan V....

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Keeping up with the MVP firehose – JenKuntz.ca
Jan14

Keeping up with the MVP firehose – JenKuntz.ca

It’s January, which means we’re coming to the end of another contribution year for those of us Microsoft MVPs that are up for renewal on July 1st. By the end of March, we need to have submitted our contributions, and new this year, answered the four magic questions on the MVP site. This is the first year where I feel like I’m getting things under control in terms of MVP… Continue Reading Jen Kuntz’s Article on their...

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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 Developers have done it again.  They created an amazing new feature called Rich Data Types.  Excel has always been able to recognize Text, Numbers, Errors, etc.  But now?  Now it can recognize Stocks and Geography.  Watch this video to see this cool new feature.     I hope eventually we can develop our own rich data types.  I’d love to be able to just select fields… Continue Reading Belinda...

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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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