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...

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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...

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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...

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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...

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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...

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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...

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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....

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Configurable Cascading – Prevent Auto Reassign Of Records
Aug22

Configurable Cascading – Prevent Auto Reassign Of Records

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Hands up if you have ever reassigned a case to a user and had all related activities be reassigned along with it? Or, worse, reassigned an Account and had all related cases be reassigned too? If you haven’t, phew! It’s very frustrating and a PITA to unpick and sort through to fix. If you have, and… Continue Reading Megan V. Walker’s...

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GP Tech 2018 – Day 2 – JenKuntz.ca
Aug22

GP Tech 2018 – Day 2 – JenKuntz.ca

Today (August 21st) is day 2 of the Dynamics GP Tech Conference. This post will be a fair bit shorter than yesterday as it only covers 1 day and I didn’t take as many detailed notes in the sessions I attended! DynPros Beta Distribution Exam The first thing on my agenda today was sitting in on the first take of the GP Distribution exam. Spoiler alert: I crashed and burned, but I went in… Continue Reading Jen Kuntz’s Article...

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KRM: Kylie’s Research Management: DMV Upcoming Events
Aug22

KRM: Kylie’s Research Management: DMV Upcoming Events

KRM: Kylie’s Research Management: DMV Upcoming Events DMV Upcoming Events If you were not at the Q3 Regional Chapter Meeting for DC, Reston, VA and Richmond, VA chapters then you really missed out! This was a great event with amazing presenters and even a wine tasting. Check out this blog for all the details… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their...

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Start/Stop SQL by Batch File – JenKuntz.ca
Aug21

Start/Stop SQL by Batch File – JenKuntz.ca

Today’s #TipTuesday post is for anyone who might be running more than one local instances of SQL Server. I often have at least a couple of instances on my laptop, as historically I would want to have the ability to mimic some client installs, as close as I can. While I am no longer a consultant, I will continue to do this so that I can have an instance the somewhat resembles what version… Continue Reading Jen Kuntz’s...

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GP Tech 2018 – Day 1+ – JenKuntz.ca
Aug21

GP Tech 2018 – Day 1+ – JenKuntz.ca

I’m back in Fargo, ND for the annual Dynamics GP Tech Conference. Today was the first day of the conference (Monday August 20th). I arrived on Saturday morning, with very little trouble, except some minor stress of believing I might have been bumped from the 2nd leg of my flights to Fargo. It turns out, if you book in a low enough class of ticket, you aren’t assigned a seat until you… Continue Reading Jen Kuntz’s Article...

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Send Message to Users – JenKuntz.ca
Aug14

Send Message to Users – JenKuntz.ca

Today’s #TipTuesday post is a simple one, and it’s about user notifications. In GP 2013 R2, the “Send Users Message” feature was introduced as an easy way to send a notification to users who are logged in or to add a task to users’ reminder list in Dynamics GP. How to use it This feature is under the Administration page > Utilities > System > Send Users Message. The default view… Continue Reading Jen Kuntz’s Article on...

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Top 10 Blog Posts – My Year In Review
Aug14

Top 10 Blog Posts – My Year In Review

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Just over a 12 months ago I decided to start this blog. I’ve had them on and off for over a decade writing about different subjects but always enjoyed the process and sharing knowledge, information and ideas with anyone that might stumble across one of the articles. Having created websites and taught… Continue Reading Megan V. Walker’s...

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How to Create a Custom Approval Workflow in Dynamics NAV – Part 2 – Chris D’silva’s Blog
Aug10

How to Create a Custom Approval Workflow in Dynamics NAV – Part 2 – Chris D’silva’s Blog

Celebrating 4500+ views and 3000+visitors for the year 2018. Thank you readers! For Part 1 chick here Introduction: Hi folks! I’m back with Part 2 of how to create custom approval workflow in Dynamics NAV. An overview of Part 1, we created an Event Publisher then we created function for sending approval then for approval, for reject and delegate. Part 2- Now we will continue with how… Continue Reading chrisdsilvablog’s...

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Budget Transactions vs Budget Upload – JenKuntz.ca
Aug07

Budget Transactions vs Budget Upload – JenKuntz.ca

Today’s #TipTuesday is a brief post about Budget Transactions. Introduced in GP 2010, Budget Transactions were a feature to add more control over budget changes in Dynamics GP. Here is a brief post on how it works. Why would I use this? In the past with Dynamics GP, prior to GP 2010, changing a budget meant uploading a newer version of the budget using the Excel Budget Wizard or manually… Continue Reading Jen Kuntz’s...

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Creating Dynamics 365 Reports With Multiple Entities
Aug07

Creating Dynamics 365 Reports With Multiple Entities

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I’ve written previously about the joys of setting up Visual Studio and heading down the path of writing Dynamics 365 Reports using SSRS. Once you get through that, then the world is your oyster in the reporting sense. Getting the query to start with is done by opening the Advanced Find, creating your… Continue Reading Megan V. Walker’s...

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Saga Pattern in Dynamics365- Demeny.co.uk
Aug06

Saga Pattern in Dynamics365- Demeny.co.uk

I remember it was a very sunny Saturday when London was buzzing with events like Pride, Wimbledon and last but not least, England was playing Switzerland in the quarter finals of the World Championship. Needless to say, the odds were not in favour of the 365 Summer Bootcamp. Even so, at 9:00 am, the Microsoft office in Paddington was busy hosting 100% of the people registered for the...

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Presenting For the D365UG Virtual Summer Camp
Aug04

Presenting For the D365UG Virtual Summer Camp

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I’m so excited! This coming Thursday I am a part of something really cool for any one using or interested in Dynamics 365. D365UG is an amazing group for users of Microsoft Dynamics 365. They have organised a FREE unique three day virtual event (from Tuesday 7th to Thursday 9th August 2018) with… Continue Reading Megan V. Walker’s...

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Retained Earnings account is inactive error – JenKuntz.ca
Jul31

Retained Earnings account is inactive error – JenKuntz.ca

Today’s #TipTuesday post comes from a GPUG forum question that someone posted recently, answered by Victoria Yudin. It’s a good example of what I like to post as “tips” because it’s pretty small, but useful to know. The question essentially was around getting an error about an inactive Retained Earnings account when trying to run the year end close routine in the General Ledger in… Continue Reading Jen Kuntz’s Article on...

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Internal Notifications Using A Temporary Team
Jul31

Internal Notifications Using A Temporary Team

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I’ve written previously about a great solution from Bruce Sithole, and Using 365 Notify For Instant Notifications. That’s great for users to get push notifications that they set up, but what if you want to trigger an email notification to go to people on an ad hock basis. Let’s say on a case for… Continue Reading Megan V. Walker’s...

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How to create a custom approval Workflow in Dynamics NAV – Part 1 – Chris D’silva’s Blog
Jul27

How to create a custom approval Workflow in Dynamics NAV – Part 1 – Chris D’silva’s Blog

Introduction: If we require approval process for  Purchase, Sales orders etc we enable the standard workflows of Dynamics NAV….but if we have a Custom designed page in NAV and we need approval workflows how will the workflow process work? How to set it up? This blog provides a step wise procedure how to create custom workflow from scratch. This Workflow is enabled for the Jobs page in… Continue Reading chrisdsilvablog’s...

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SSRS 2016 Report Builder Permissions – JenKuntz.ca
Jul24

SSRS 2016 Report Builder Permissions – JenKuntz.ca

Today’s #TipTuesday is around the permissions required for either creating reports or publishing reports in SSRS. These are permissions as they relate to Report Builder 3.0 at least, as I haven’t tested that the exact same is true via Business Intelligence Development Studio (BIDS). I assume the same applies but haven’t tested that myself so YMMV. Also of note: this article is purely… Continue Reading Jen Kuntz’s Article...

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Dynamics 365 for Outlook – Version 9 – Installing & Using The App
Jul24

Dynamics 365 for Outlook – Version 9 – Installing & Using The App

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. The Outlook Add-in for D365 is a pretty cool tool. It can make your life a lot easier if you work directly with clients and need your emails, appointments and tasks synced back and forth between Outlook and D365. If you have upgraded to Version 9 you might have noticed a few issues or annoyances. There… Continue Reading Megan V....

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PowerApps Newbie – getting started – JenKuntz.ca
Jul23

PowerApps Newbie – getting started – JenKuntz.ca

I’m starting a series that might literally take months to get to any semblance of “done”! This series will follow a purely personal project, in terms of the content of the app I want to try to develop (golf stat tracking), using the Microsoft PowerApps platform. That being said, I will be tagging it as a “business” post since the concepts likely will translate well to anyone… Continue Reading Jen Kuntz’s Article on their...

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Getting rid of Day in Mgmt. Reporter date format – JenKuntz.ca
Jul17

Getting rid of Day in Mgmt. Reporter date format – JenKuntz.ca

Today’s #TipTuesday I *swear* I’ve blogged about before but for the life of me, I cannot find it in my posts. So… I’m documenting it here because I ran into this again after our latest Dynamics GP upgrade and had to search for my own documentation to find the details of the fix. This tip is on how to remove the “day of the week” name from the date format on Management Reporter… Continue Reading Jen Kuntz’s Article on their...

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How to send Email Notification to Users using Workflow. – Chris D’silva’s Blog
Jul17

How to send Email Notification to Users using Workflow. – Chris D’silva’s Blog

Hi Readers! Hope you like my blogs. Do give your valuable feedback in the comments section or you can email me via contacts on my blog site https://chrisdsilvablog.wordpress.com Introduction: Many a times in an Approval workflow, we need to notify the user by email to the Approver that approval request is sent also the sender needs to be notified whether the approval request sent is… Continue Reading chrisdsilvablog’s...

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Won Opportunity Notifications To Microsoft Teams
Jul17

Won Opportunity Notifications To Microsoft Teams

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Along with Dynamics 365, a license provides access to several other Microsoft tools, including Microsoft Flow. If your organisation also uses Microsoft Teams you can use the power of all three applications to post notifications of Won Opportunities in D365 to Teams using Flow. This is a great way to keep… Continue Reading Megan V....

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Populating The Appointment Location Automatically
Jul11

Populating The Appointment Location Automatically

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I was recently asked if there was any way to populate the appointment location in CRM. If you are using Server-Side Synchronisation for Appointments, any created in CRM will be emailed out to the attendees, and update your calendar in Outlook. Makes sense you might want to location in there right?  So… Continue Reading Megan V....

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Jo’s Did You Know “GP Can Pay By An Amortization Schedule” Known as the Scheduled Payments In Dynamics GP!!!
Jul10

Jo’s Did You Know “GP Can Pay By An Amortization Schedule” Known as the Scheduled Payments In Dynamics GP!!!

Creating and Using Scheduled Payments in Dynamics GP   The Scheduled Payments process in Dynamics GP is geared towards setting up payments for an amortized schedule such as a car payment, etc. In essence, this creates a “payment” on an existing invoice and then “re-enters” the invoice as several invoices while calculating principal and interest for you and posting those accordingly…. Continue Reading Jo deRuiter’s Article...

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Lookup window tips – JenKuntz.ca
Jul10

Lookup window tips – JenKuntz.ca

Today’s #TipTuesday contains some Lookup window tips. After last week’s tip on finding a shortcut to the Available to Promise window, I realized there are some hidden gems on Dynamics GP Lookup windows that are often overlooked. What’s a “Lookup” window? Simply stated, these are the windows behind any magnifying glass icon in Dynamics GP. The primary purpose of these are to find… Continue Reading Jen Kuntz’s Article on...

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Dynamics GP 2018 Workflows and Organizational Accounts from Azure AD

With the recently released July 2018 Hotfix (AKA Mid-year Canadian Update-English) KB4099101 you can now, optionally, use Organization Accounts from your Azure Active Directory for the following GP 2018 Workflows roles: Originator Approver Manager Because this new functionality allows more clients to use Workflow and because the Azure portal has changed lately Microsoft recently published a… Continue Reading Jo deRuiter’s...

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Hidden shortcut on Item lookup window – JenKuntz.ca
Jul03

Hidden shortcut on Item lookup window – JenKuntz.ca

I wrote this on a plane because I realized I was heading on vacation and hadn’t yet written a #TipTuesday post yet. I’m on a roll now and didn’t want to skip a week!! So, this is pretty short, and maybe everyone else knows about this but it was new to me so I thought I would share. Lookup Window shortcut On the Items lookup window, as far back as GP 2013 at least (where these… Continue Reading Jen Kuntz’s Article on their...

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Auto Numbering An Entity In Dynamics 365
Jul03

Auto Numbering An Entity In Dynamics 365

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. There are various options for providing an automatically generated number for the next record created in D365/CRM. Version 9 has a new feature available for auto numbering, and you can create a sequence for several of the standard out of the box entities. What if you have a custom entity, aren’t on… Continue Reading Megan V. Walker’s...

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And then there were 10… – JenKuntz.ca
Jul03

And then there were 10… – JenKuntz.ca

This post was somewhat hard to write, to find the right tone, to express my feelings succinctly enough without seeming ungrateful for what I’ve just been awarded. Yesterday, I received the official news from Microsoft that I had been awarded with an MVP Award for the 2018/2019 period, my first “renewal”. Leading up to yesterday, there were a tremendous amount of messages, emails and… Continue Reading Jen Kuntz’s Article on...

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Jo’s Did You Know “You Can Set Up and Use EFT in Dynamics GP” You Can Send Funds AND Receive Them! A Game-Changer! Part Two!

In my first post on the subject, we learned how to setup EFT’s in Dynamics GP! You can find that HERE! In this post we will examine how to USE the EFT in Dynamics GP! Let’s assume that you have completed the setup for Vendors and Customers as we reviewed in the prior post. Using in Payables! Entering Transactions for EFT Vendors! As discussed in the prior post, the EFT setup is assigned at… Continue Reading Jo deRuiter’s...

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Jo’s Did You Know “You Can Set Up and Use EFT in Dynamics GP” You Can Send Funds AND Receive Them! A Game-Changer! Part 1

In this post we’ll cover how to Set Up EFT’s for Payables and Receivables, in the next post, found HERE we’ll take a look at how to use them and the best practices around that! You can set up and use Electronic Payments in Dynamics GP by setting up and using the EFT functionality that’s already part of your GP install! EFT stands for Electronic Funds Transfer and it is meant to… Continue Reading Jo deRuiter’s Article on...

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Jo’s Did You Know “Setting Up Emailing in GP” Email on the Fly!

Of course, you knew from prior posts HERE  on Setting Up Emailing in GP that you could set GP up for emailing Vendors and Customers and that that email information is stored at the Address Level for Vendors and Customers, but did you also know that you can change the email address ON THE FLY at the transaction Level for Receivables and Sales Order transactions and Purchase Orders, which will… Continue Reading Jo deRuiter’s...

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MVP Renewal for 2018/2019 – JenKuntz.ca
Jul01

MVP Renewal for 2018/2019 – JenKuntz.ca

Today is Canada Day and I’ve been fortunate to get the official notification earlier today that I’ve been re-awarded for the next year. Woohoo! It’s a great way to start Canada Day! This year’s renewal is a little bittersweet as there are a number of people I know who I consider as friends in the community who were not renewed. I’ll write more on that later this week as I need… Continue Reading Jen Kuntz’s Article on their...

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How to send Notes to the Customer from a Custom Page using an Action button in Dynamics NAV – Chris D’silva’s Blog
Jun29
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Remote Desktop & Multiple Monitors – JenKuntz.ca
Jun26

Remote Desktop & Multiple Monitors – JenKuntz.ca

Today’s #TipTuesday has nothing to do with Dynamics GP. I was working from home the other day and was connecting to the office via Remote Desktop Services. I have a small tip to share with those of you that do the same and have multiple monitors at home. Remote Desktop Connection options If you use Remote Desktop Connection, this is a setting you may have never noticed. Before you click… Continue Reading Jen Kuntz’s...

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Using, Importing And Viewing Connections
Jun26

Using, Importing And Viewing Connections

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Connections is a pretty good word to describe ‘connections’ between records. It could be a link from one Account number to another. Or it could be a link from a Doctor to their Patients. Or from a lead record to one of your competitors to indicate their current vendor. There are many reasons and… Continue Reading Megan V. Walker’s...

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Microsoft Dynamics 365 Upgrade from 8.1 to 8.2.2
Jun22
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