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Customer Insights Overview

A couple weeks ago I had a chance to attend the Customer Insights In-a-Day workshop up in Redmond. I walked in knowing a little bit about what Customer Insights was, and I walked out having created unified customer profiles from four disparate data sets which showed customer-level activity across all…

A couple weeks ago I had a chance to attend the Customer Insights In-a-Day workshop up in Redmond. I walked in knowing a little bit about what Customer Insights was, and I walked out having created unified customer profiles from four disparate data sets which showed customer-level activity across all…

Announcing Dynamic Audit Locker

We’re excited to announce one of the first products developed here at sa.global, Dynamic Audit Locker. Before we dig in, it’s important to understand a bit of the history of how this came to be. As you’ve probably heard, and seen in the Power Platform Admin Center, the way that…

We’re excited to announce one of the first products developed here at sa.global, Dynamic Audit Locker. Before we dig in, it’s important to understand a bit of the history of how this came to be. As you’ve probably heard, and seen in the Power Platform Admin Center, the way that…

6 of My Favorite Dynamics GP & Dynamics 365 Business Central Fall 2019 Items

It’s that time of year again for updates to the Dynamics solutions. This month is especially special since both Dynamics GP and Business Central are BOTH being updated. Dynamics GP is being updated, but not only that, it is now being added to the new world of the Modern Lifecycle…

It’s that time of year again for updates to the Dynamics solutions. This month is especially special since both Dynamics GP and Business Central are BOTH being updated. Dynamics GP is being updated, but not only that, it is now being added to the new world of the Modern Lifecycle…

Umm… What’s the difference between entity store and BYOD?

Since AX7 or Dynamics AX was released, reporting and access to the data has been a concern of mine. Also, since the release, the terms “entity store” and “BYOD” have been bandied about and interchanged, so I’ve been confused. I got to the bottom of this, though, by confirming some…

Since AX7 or Dynamics AX was released, reporting and access to the data has been a concern of mine. Also, since the release, the terms “entity store” and “BYOD” have been bandied about and interchanged, so I’ve been confused. I got to the bottom of this, though, by confirming some…

Customer aging options in Dynamics AX 2012 / Dynamics 365 FO

Here at sa.global, we hear a lot of requirements around how a customer aging report needs to look.  In some instances, these requirements are driven by external parties (like a lender) that need a formal report in a certain prescribed way.  In many other instances, though, these reports are used…

Here at sa.global, we hear a lot of requirements around how a customer aging report needs to look.  In some instances, these requirements are driven by external parties (like a lender) that need a formal report in a certain prescribed way.  In many other instances, though, these reports are used…

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…

Skype is dead

Skype is Dead; Long live Teams Like Thanos from Marvel’s Avengers, Teams is inevitable. Microsoft has been rather vocal about its intent to put to sleep Skype for Business Online (The Skype services hosted in Office 365). Even with the official deadline of July 31, 2021 Microsoft is pushing its…

Skype is Dead; Long live Teams Like Thanos from Marvel’s Avengers, Teams is inevitable. Microsoft has been rather vocal about its intent to put to sleep Skype for Business Online (The Skype services hosted in Office 365). Even with the official deadline of July 31, 2021 Microsoft is pushing its…

Number sequences in Electronic Reporting

I’ve been doing a little bit of work with the Electronic Reporting engine in Dynamics 365 for Finance and Operations, and I ran into a little trick that I wasn’t able to find listed on any forums, Yammer groups, LCS issues, or blog posts. WHAT WAS I TRYING TO DO?…

I’ve been doing a little bit of work with the Electronic Reporting engine in Dynamics 365 for Finance and Operations, and I ran into a little trick that I wasn’t able to find listed on any forums, Yammer groups, LCS issues, or blog posts. WHAT WAS I TRYING TO DO?…

Expense Reports Reimagined

With version 10.0.3 for Dynamics 365 for Finance and Operations (D365FO), released a few weeks ago, comes a ‘re-imagined’ expense report. The new Dynamics 365 for Finance and Operations expense report can replace the current expense report forms, and is intended to make this process more streamline than it is…

With version 10.0.3 for Dynamics 365 for Finance and Operations (D365FO), released a few weeks ago, comes a ‘re-imagined’ expense report. The new Dynamics 365 for Finance and Operations expense report can replace the current expense report forms, and is intended to make this process more streamline than it is…

Interacting with Dynamics 365 through a HoloLens

HOW CAN I USE MY HOLOLENS WITH DYNAMICS 365? I recently did a video and released it on a Friday night. No one saw it, but I still think it’s interesting, so I figured I’d document how it worked. Long story short, I wanted to try to create Microsoft Dynamics…

HOW CAN I USE MY HOLOLENS WITH DYNAMICS 365? I recently did a video and released it on a Friday night. No one saw it, but I still think it’s interesting, so I figured I’d document how it worked. Long story short, I wanted to try to create Microsoft Dynamics…

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