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Bookmarklet: Theme Colour Picker

Only of the features lacking in the current CRM Theme form is colour picker. I logged issue 1197446 in Connect regarding this. But, it seems this is not really a priority at the moment. You can use...

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[Tip] MDM: ¿Cómo crear un campo personalizado para Leads (Cliente potencial)?

Hoy me preguntaron si es posible crear campos custom para la entidad Lead (cliente potencial) en Microsoft Dynamics Marketing. Para …

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Australia Day Videos 2016

As mentioned yesterday, today is Australia Day . It has become a tradition (read “marketing exercise”) for Meat & Livestock Australia to release funny videos promoting lamb barbeques...(read more)

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We offer great insurance. Why is ACA compliance still an issue?

Maybe you are fed up with hearing about Affordable Care Act compliance. Your company meets or even surpasses the health care coverage mandated, so you feel all this ACA buzz does not even apply to...

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Take a look at your number sequences for Discounts and promotions

It is likely that you bumped in the following situation: you create a new retail company, created a few Discounts, moved to Quantity discounts to create a few more, and then you got the error...

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Set up work audit templates to automate the updating of warehouse process...

 In this blog post you can read about how to use the Work audit template functionality to automatically process an Outbound shipment confirmation for a Load as soon as all the related work has been...

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Tip #564: Avoid cherry-picking in the queues

Mini TruckstopWe have not done a truckstop for a while but Joel “Standing on the shoulders of other MVPs” Lindstrom just could not help himself.QuestionI work with many customer service deployments,...

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Microsoft Dynamics and the Millennial Workforce: Can CRM 2016 Deliver?

What do we know about Millennials and their role in the workforce? First, let's lay out some basics. The label refers to adults who are currently eighteen to thirty four. They grew up online with...

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Why Omni-channel Support Is The Cornerstone Of Your Service Success

When a builder lays a cornerstone, she sets the position of a building. Similarly, when a service organization embraces omni-channel support, it establishes a position for a business. That position...

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4 Benefits of Hosting Dynamics ERP in the Cloud with Microsoft Azure

Since its introduction, Microsoft’s Dynamics ERP platform, which includes Dynamics NAV and Dynamics GP, has continued to grow in terms of capabilities and market share, allowing both mid and...

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4 Benefits of Hosting Dynamics ERP in the Cloud with Microsoft Azure

Since its introduction, Microsoft’s Dynamics ERP platform, which includes Dynamics NAV and Dynamics GP, has continued to grow in terms of capabilities and market share, allowing both mid and...

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create and post Invoice register journal and transfer it to Invoice pool

create and post Invoice register journal and transfer it to Invoice pool, once   PO based vendor Invoices are registered and approved by both finance and end user department   throw a custom form and...

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How to consolidate intercompany vendor invoices

The intercompany transactions are frequently used between sister companies; at the end of the trading cycle the invoicing should take place.Let us assume that there is trading relation between two...

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How to consolidate intercompany customer invoices

Recently I shared a post explaining how to consolidate intercompany vendor invoices. In this post I will cover how to consolidate intercompany customer invoice.In order to achieve the consolidation of...

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Smooth ACA Reporting for IRS Compliance: EXTENDED DEADLINE

Affordable Care Act reporting, the most complex workforce reporting ever required, is right around the corner for many U.S. businesses. Similar to requiring that every employee receive a W-2, some...

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Business Process Flows: Conditional AND Statements in Branching Logic

Branching logic in Business Process Flows are a great component to Dynamics CRM. However, there are a couple of tips and tricks to be aware of that will make using them easier. In today’s blog, we will...

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Att inte veta det man inte vet (att man behöver)

Den röda pricken representerar det vi Vet att vi vet , ringen utanför pricken representerar det vi Vet att vi inte vet. Allt som är orange är det vi inte vet att vi inte vet att vi...(read more)

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Inventory trace in Dynamics AX 2012 R2

I’m lucky, I spend most of my time working on implementation projects, which means that I’ve been working in Dynamics AX 2012 since it was released, but last week I visited one of our customer...(read...

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Software Inspections and Walkthroughs

Software inspections are a disciplined engineering practice for detecting and correcting defects in software artifacts, and preventing their leakage into field operations. Software walkthroughs are,...

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Preview feature: Set up Cortana integration

We’re introducing Cortana integration to help salespeople keep track of important CRM activities. CRM Online 2016 Update embeds sales activities, accounts, and opportunities into Cortana to surface...

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