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MSDyn365FO Credit Management, Part 1 – Environment, Security, & Workflows

Last week, we discussed a brief overview of the new MSDyn365FO Credit Management functionality. This week, we’ll be diving deeper to run through how to find out if Credit Management is enabled in your environment, as well as the new security and workflow features. As this is a hefty topic,…

Last week, we discussed a brief overview of the new MSDyn365FO Credit Management functionality. This week, we’ll be diving deeper to run through how to find out if Credit Management is enabled in your environment, as well as the new security and workflow features. As this is a hefty topic,…

Fun with Flow and Dynamics 365

Tell the team As we have grown a bit recently, I was looking for a way to share news about new customers or projects starting up at DC. Though a good part of our team is already in Dynamics 365 throughout their day, I was looking for a way to…

Tell the team As we have grown a bit recently, I was looking for a way to share news about new customers or projects starting up at DC. Though a good part of our team is already in Dynamics 365 throughout their day, I was looking for a way to…

SharePoint & Flow – Vacation Requests

It’s that time of the season where vacation requests are starting to come in for summer. Whether your organization is small or large, having an approval system in place can be crucial to keep things straight and make sure not too many people are out at the same time. Below…

It’s that time of the season where vacation requests are starting to come in for summer. Whether your organization is small or large, having an approval system in place can be crucial to keep things straight and make sure not too many people are out at the same time. Below…

Sales order line workflows in Dynamics 365

Price control to maintain sales price compliance – something that seems like it should be supported out of the box in Dynamics AX or Dynamics 365 for Finance and Operations. Specifically, we’ve heard a number of companies say they want a way to review if a sales representative modifies a…

Price control to maintain sales price compliance – something that seems like it should be supported out of the box in Dynamics AX or Dynamics 365 for Finance and Operations. Specifically, we’ve heard a number of companies say they want a way to review if a sales representative modifies a…

Flow: Send a List of D365/CRM Records on a Schedule

Scheduled reports have always been a bit of a challenge with D365/CRM. It’s easy to create a workflow to notify users and admins about actions on individual records, but sending a list of records on a scheduled interval has always required some sort of development. Using Flow is no exception…

Scheduled reports have always been a bit of a challenge with D365/CRM. It’s easy to create a workflow to notify users and admins about actions on individual records, but sending a list of records on a scheduled interval has always required some sort of development. Using Flow is no exception…

Flow and Connected Devices with Dynamics 365

Ebb and Flow™ Maybe you’ve heard about Microsoft Flow recently?  It’s a workflow engine powered by Azure Logic Apps to connect your favorite applications and services together.  Sounds fun, certainly, but really what’s it for and how can it be used with Dynamics 365? Yes, you can use Flow to…

Ebb and Flow™ Maybe you’ve heard about Microsoft Flow recently?  It’s a workflow engine powered by Azure Logic Apps to connect your favorite applications and services together.  Sounds fun, certainly, but really what’s it for and how can it be used with Dynamics 365? Yes, you can use Flow to…

Dynamics 365 RSO Troubleshooting

Resetting the Optimization Schedule Sometimes the Resource Scheduling Optimization (“RSO”) engine will fail, or the optimization requests will stop generating. This seems to sometimes happen when a system update occurs or occasionally for no obvious reason at all. To reset the Optimization Schedule: Navigate to the Resource Scheduling Optimization app…

Resetting the Optimization Schedule Sometimes the Resource Scheduling Optimization (“RSO”) engine will fail, or the optimization requests will stop generating. This seems to sometimes happen when a system update occurs or occasionally for no obvious reason at all. To reset the Optimization Schedule: Navigate to the Resource Scheduling Optimization app…

Free A.I. / M.L. Extensions for Dynamics 365 Business Central

“The machines are taking over! Just kidding, we’re at least 30 years from that happening. However, they are becoming a lot more helpful!” Overview When investing in ERP software, you are not looking for a system to just handle your needs of today, rather your investment should be in technology…

“The machines are taking over! Just kidding, we’re at least 30 years from that happening. However, they are becoming a lot more helpful!” Overview When investing in ERP software, you are not looking for a system to just handle your needs of today, rather your investment should be in technology…

Dynamics GP, DC, and Me

Welcome!  That seems to be a truly fitting word to start my first blog at sa.global.  Why?  I’m glad you asked.  First, it’s my first blog, so I want to welcome everyone reading this.  Next, I’ve been very openly welcomed to the DC team by everyone I’ve met and those…

Welcome!  That seems to be a truly fitting word to start my first blog at sa.global.  Why?  I’m glad you asked.  First, it’s my first blog, so I want to welcome everyone reading this.  Next, I’ve been very openly welcomed to the DC team by everyone I’ve met and those…

3 Keys to Customer Engagement Success (Part 1)

After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I’ve found recurring themes on what makes some projects more successful than others.  For this blog, I’ll use the newer term Customer Engagement (“CE”) to refer to any CRM or CE system…

After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I’ve found recurring themes on what makes some projects more successful than others.  For this blog, I’ll use the newer term Customer Engagement (“CE”) to refer to any CRM or CE system…