Like many small businesses, my local gym recently began offering services online. The gym owners have created Facebook groups, live-streamed workouts, launched a book club, and even hosted a weekly happy hour. Like so many have discovered over the last few months, maintaining a sense of community without being face-to-face is challenging. Each morning, my favorite trainer shares three things she is grateful for and encourages members to respond with their own list. At first, I disregarded these posts; it seemed too sunny a habit for a grump like me. Yet as I engaged, I noticed two things: that thinking of a few simple things I was grateful for did change my outlook on the day, and that reading others’ gave me more insight into their personalities, lives, and dreams. Each gratitude list is simply an invitation to connect. As more businesses allow employees to work from home for the foreseeable future, leaders are wondering how they will maintain the sense of community that comes naturally from being together physically. Because our team here at sa.global is scattered around the US, we have been dealing with this challenge for a while. We have not perfected it, but we have learned to be intentional in making time for “water-cooler chatter”; we share photos from our long Memorial Day weekends; and we sign digital birthday cards. After 73 days and counting of stay-at-home orders, I have learned a lot about my gym friends and felt supported and engaged by our little community. Soon enough, we will all be back together, love-hating our trainers and cheering each other on. For that, I am grateful. Marjorie Schmeerbauch, Practice Manager – Finance and Operations/AX — In the January edition of the DC Digest, we first announced a plan to deliver a comprehensive payment solution for Dynamics 365 Finance and Operations. Over the last several months, CTO Jake Roder has worked with our partners at Century Business Solutions to design and implement a streamlined solution that looks and feels native to F&O and has robust functionality to reduce overhead costs related to managing credit cards. This integration uses Century’s proprietary payment gateway, EBizCharge, to process credit cards, including authorizations, captures, voids, and credits. EBizCharge substantially reduces processing costs by passing line-item details and invoice information automatically to a PCI-compliant payment gateway. In day to day operations, this tool allows sales personnel to authorize and view authorization history directly on the sales order. When that sales order is invoiced, the amount is captured, and a payment journal is automatically created and posted. For customers who choose to pay with a credit card after an order is invoiced, a credit card can be selected in the customer payment journal. Voids are also standard functionality. All transactions are recorded within F&O, with an unlimited transaction/batch history for viewing and reporting purposes. In addition to the power within F&O, EBizCharge provides a customer portal where customers can select open invoices and enter credit card details for payment. A mobile application is also available for iOS and Android devices. EBizCharge also has integrations to Dynamics Business Central, GP, and CRM.
News You Should Know
#MSDyn365FO: FINALLY! In v10.0.10, Credit and Collections Management functionality is fully rolled out. Also, in v10.0.10, customers are reporting bugs around the new grid controls. #MSDyn365CE: With the 2020 Wave 1 update, searches within D365CE are now filtered based upon the active view. If you’d prefer to go back to the old way (where a search is based on the Quick Find View), you can Settings > Administration > System Settings > General Tab > and set ‘Use quick find view of an entity for searching on grids and sub-grids’ to Yes. Wave 1 2020 also came with updates to the Forecasting tool that make it worth taking a look at. You can now build forecasts with custom weights and across Forecast Categories like Best Case, Pipeline, Committed, etc. Learn more here. #MSDynGP: Dynamics GP 2015 is now out of mainstream support. Be sure to schedule your upgrade today! #MSDyn365BC: Want to see the latest and greatest innovations from Business Central? Join in a free webinar! Register today! It’s on June 3rd and it’s free! #Microsoft365: Office365 has rebranded to Microsoft365 – here are some tips on how to set up Microsoft 365 Outlook. If you have any questions or would like to have a discussion with us about any of the topics above, please reach out to your Practice Manager, or fill out the Contact Us form.
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DC Blog Roundup
HoloLens 2 vs HoloLens 1 Gadget geek? Love tech? Learn more about the new HoloLens 2 and how Microsoft has improved it. Read more Flow + Dynamics 365 Fun Learn how we are using Microsoft Flow and Dynamics 365 to share news internally about projects and customers here. MSDyn365FO Pre-Upgrade Cleaning Series Continues with Part 9 This blog is the next part of a multi-part blog series by our very own Nathan Clouse detailing some preparatory tasks that you can perform ahead of doing a database upgrade to reduce upgrade time. Find it here. We continue to grow our team to provide more to our clients! We’re excited to announce that Mike Valentine has recently joined the DC CRM Practice as CRM Solution Architect out of the Cleveland/Akron Ohio area. Learn more here.
Invested. Prepared. Accountable. sa.global is a Microsoft Gold Certified Partner providing consulting services to support successful implementations and strategic management of Microsoft Dynamics solutions.