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...

Read More
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...

Read More
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...

Read More
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...

Read More
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....

Read More
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,

Read More
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...

Read More
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...

Read More
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....

Read More
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...

Read More
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...

Read More
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...

Read More
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....

Read More
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 ,...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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....

Read More
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...

Read More
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...

Read More
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...

Read More
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,...

Read More
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...

Read More
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....

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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....

Read More
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...

Read More
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...

Read More
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...

Read More
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...

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...

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 Article...

Read More