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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Jo’s Did You Know “The Microsoft Dynamics GP July Hotfix, 2018 Mid Year Tax Update has Released” Versions 2015, 2016, 2018 have changes! – Edited for release next week

******Ontario decided to reverse the original planned tax changes that were released in the below releases – therefore if you are running Canadian Payroll DO NOT INSTALL  this update if you run payroll in or for the Ontario area.**** Microsoft’s plan for the above is to re-release the GP 2015 and GP 2016 update with a new KB and Canadian Payroll Version with the newest Ontario changes by… Continue Reading Jo...

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Canadian Payroll 2018 Mid-Year Tax Update – JenKuntz.ca
Jun21

Canadian Payroll 2018 Mid-Year Tax Update – JenKuntz.ca

I’m going to file this post under “I’m glad I was late writing it” because in the time that we were notified of a tax change, to the time Dynamics GP tax update code was ready for download, to yesterday’s news that Ontario has cancelled their planned update, things have changed! Background Every year, there is a mid-year tax update for Canadian Payroll and in recent years, it… Continue Reading Jen Kuntz’s Article on their...

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Navigation Pane Options – JenKuntz.ca
Jun19

Navigation Pane Options – JenKuntz.ca

This week’s #TipTuesday is about the navigation pane and some very brief tips on personalizing what you see. How to customize it By default, the navigation pane will show 4-5 panes, as pictured below. Depending on what you have installed in your environment, there may be more “panes” you have as icons below that. If you’re like me, I would rather see the full name vs. icons so I… Continue Reading Jen Kuntz’s Article on...

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Jo’s Did You Know “There Are Multiple Tables in GP Containing Email Setup and Use Information” Let’s Take A Look Post 3 in Series
Jun17
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Dynamics 365 and Office 365 in different tenants – How to consolidate !! – BethB-D365.com
Jun13

Dynamics 365 and Office 365 in different tenants – How to consolidate !! – BethB-D365.com

We have run into many scenarios where a company has Office 365 and then orders Dynamic 365 from a CSP (Cloud Service Provider) and their systems end up different tenants.  As Microsoft moves to the model where there can be more than one partner of record and various flavors of Dynamics 365 (Finance and Operations, Business Central, Customer Engagement, etc..),  I can see this problem… Continue Reading Beth B’s Article on...

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User Preferences tips – JenKuntz.ca
Jun12

User Preferences tips – JenKuntz.ca

Today’s #TipTuesday is a recap of the User Preferences window. Last week I was doing some upgrade testing with some staff and I realized some users weren’t aware of how to personalize some elements of their Dynamics GP environment. So, this is a brief recap of what kinds of things are in the User Preferences window. Where to find it By default, the User Preferences window is on the… Continue Reading Jen Kuntz’s Article on...

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MVP emails gone mad! – JenKuntz.ca
Jun07

MVP emails gone mad! – JenKuntz.ca

At the end of April, I thought I would do an experiment. I kept track of nearly every email that I received as a part of the MVP program for the entire month of May. I deleted nothing. However, some emails such as calendar invites are auto-deleted in Outlook once you accept or decline the invitation, so I may be missing a few. (I know you can change that behaviour in Outlook but I didn’t… Continue Reading Jen Kuntz’s...

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Sample SQL Views for Smartlists – JenKuntz.ca
Jun05

Sample SQL Views for Smartlists – JenKuntz.ca

Today’s #TipTuesday has been on my list for a while and it’s a great resource that many people don’t know exists. Microsoft has creating a “living” document that has embedded links to SQL views that you can run and tweak in your own Dynamics GP environment to create custom smartlists with. The document says it is for Smartlist Designer but the reality is if you create these SQL… Continue Reading Jen Kuntz’s Article on...

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Jo’s Did You Know “You can email from Dynamics GP” Post 2 Using email in Dynamics GP

Now that we have learned how to setup emailing in Dynamics GP (Click Here for Post 1), let’s look at how to use the email functionality in Dynamics GP!  The first question on the typical user’s mind when questioning how to begin using email in Dynamics GP is how to update all of your vendors or customer with their email addresses. As we look over how to setup your vendor email addresses… Continue Reading Jo deRuiter’s...

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How to Send Mail with attachment using Streams for reports with request page in Dynamics NAV – Chris D’silva’s Blog
Jun01
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Microsoft Dynamics 365: How to Set Up Your Free Trial
May21
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How to change the font colour of a List page based on a condition in Dynamics NAV – Chris D’silva’s Blog
May21
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KRM: Kylie’s Research Management: Microsoft Dynamics 365 Workflows: Panel Discussion Series
May18
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Stixx.me- Demeny.co.uk
May18
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Microsoft Dynamics 365 Tools: Level Up Extension
May17
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KRM: Kylie’s Research Management: Advanced Find Tip: Using the Wildcard
May15
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KRM: Kylie’s Research Management: Microsoft Dynamics 365 Solutions: Intro and Panel Discussion
May14
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Personal Views, Charts and Dashboards (the forgotten process) – BethB-D365.com
May14

Personal Views, Charts and Dashboards (the forgotten process) – BethB-D365.com

Personal Views, Charts and Dashboards The forgotten process Being it he business, there are a million process and procedures when an employee leaves a firm.   One of the biggest “gotcha” moments are when their CRM account is disabled and removed, what happens to their personal charts, views and dashboards. Several times people create personal, views, charts and dashboards to share… Continue Reading Beth B’s Article on...

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Upcoming events for Microsoft Dynamics 365 Users in Washington, DC
May11
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Procedure to save a record as a report-PDF document in the particular path in Dynamics NAV – Tina Menezes’ Blogs
May10
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Procedure to create custom folders in a specific location using C/AL code in Dynamics NAV – Tina Menezes’ Blogs
May10
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Jo’s “Did You Know” GP Select Checks is Now Build Payment Batch…and You Can Save Options!
May09

Jo’s “Did You Know” GP Select Checks is Now Build Payment Batch…and You Can Save Options!

Jo’s “Did You Know” GP Select Checks is Now Build Payment Batch…and You Can Save Options! Now that many of us are up and running on GP 2018 and it’s myriad and awesome new features, I would like to talk more about one of my absolute favorite new features in GP 2018. Dynamics...

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Jo’s “Did You Know” – GP Sales Process Holds are Awesome!
May07
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How to update the selected line in the Subform on click of an action button in the Mainform in NAV – Chris D’silva’s Blog
May04
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Jo’s “Did You Know” – Send Users a Message in GP!
May01
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Leads in Dynamics 365 CE- Demeny.co.uk
Apr24
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Procedure to authenticate user with windows credentials while accessing Dynamics NAV RTC – Tina Menezes’ Blogs
Apr23

Procedure to authenticate user with windows credentials while accessing Dynamics NAV RTC – Tina Menezes’ Blogs

Procedure to authenticate user with windows credentials while accessing Dynamics NAV RTC – Tina Menezes’ Blogs Blog Syndicated with tinamenezes’s Permission //cdn.embedly.com/widgets/platform.js

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How to restrict an action button based on time in Microsoft Dynamics NAV? – Chris D’silva’s Blog
Apr23
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Learn, do, earn with Dynamics 365 – Session 10
Apr23
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