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DC Digest – 2021 Edition 4

Welcome to our April newsletter dear readers!  Depending on where you are as you read this, I hope Spring has sprung!  For me, the weather is starting to warm up, and plants are beginning to bud while birds and animals are bustling around, getting ready for their new year.  Some of you might be…

Welcome to our April newsletter dear readers!  Depending on where you are as you read this, I hope Spring has sprung!  For me, the weather is starting to warm up, and plants are beginning to bud while birds and animals are bustling around, getting ready for their new year.  Some of you might be…

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…

Setting up support in Dynamics 365 for Finance and Operations

Are you looking for an easy way for your users to create support tickets with the IT staff?  Is your IT staff using Azure DevOps, but it’s too confusing to get your end-users into?  Do you not have ticketing software, but you have many remote users who need to raise…

Are you looking for an easy way for your users to create support tickets with the IT staff?  Is your IT staff using Azure DevOps, but it’s too confusing to get your end-users into?  Do you not have ticketing software, but you have many remote users who need to raise…

Operating During a Pandemic? Upgrade your Budgeting in Dynamics 365 for Finance and Operations!

During times of global economic uncertainty, financial leaders turn to a budget to better control costs and compare actuals to forecasted revenues and expenses. Most budgeting processes are performed near year-end, compiled in Excel, and closely held within an Organization’s Accounting and Finance Departments. Sure, compiling a budget in Excel…

During times of global economic uncertainty, financial leaders turn to a budget to better control costs and compare actuals to forecasted revenues and expenses. Most budgeting processes are performed near year-end, compiled in Excel, and closely held within an Organization’s Accounting and Finance Departments. Sure, compiling a budget in Excel…

Advanced Power BI for Dynamics 365 Business Central

A free, useful Power BI download is linked at the bottom of this article. You don’t have to give us your personal information to get it! Technology solutions have trade-offs between easy to use and highly functional. Over the past two months, I’ve been exploring the trade-offs around Power BI…

A free, useful Power BI download is linked at the bottom of this article. You don’t have to give us your personal information to get it! Technology solutions have trade-offs between easy to use and highly functional. Over the past two months, I’ve been exploring the trade-offs around Power BI…

What we know about Dynamics 365 FinOps & Power Platform integration

Earlier this week you may have heard about some recent enhancements in Microsoft Dynamics 365 Finance & Ops architecture to enable a more cohesive integration of Microsoft Dynamics 365 FinOps with Power Platform. Here are some of these changes and how they will impact any users of Microsoft Dynamics 365…

Earlier this week you may have heard about some recent enhancements in Microsoft Dynamics 365 Finance & Ops architecture to enable a more cohesive integration of Microsoft Dynamics 365 FinOps with Power Platform. Here are some of these changes and how they will impact any users of Microsoft Dynamics 365…

DC @ DC | sa.global at DynamicsCon

DynamicsCon is a free online event with sessions coming up on March 16-18, 2021. DynamicsCon sessions are selected by the community through an online voting process. The conference strives for a fun, relaxed atmosphere where anyone is welcome to attend. Attending live is ideal, as you can chat with presenters…

DynamicsCon is a free online event with sessions coming up on March 16-18, 2021. DynamicsCon sessions are selected by the community through an online voting process. The conference strives for a fun, relaxed atmosphere where anyone is welcome to attend. Attending live is ideal, as you can chat with presenters…

What is Inventory Value Report Storage?

Inventory value reports have always been around and provide a wealth of information.  However, they take a long time to run if you have inventory in a lot of different items, in multiple sites and warehouses.  For instance, executing the Inventory value report in the USMF company in the Contoso…

Inventory value reports have always been around and provide a wealth of information.  However, they take a long time to run if you have inventory in a lot of different items, in multiple sites and warehouses.  For instance, executing the Inventory value report in the USMF company in the Contoso…

Training:  An Afterthought or the Most Important Element?  10 Tips to Make Your Customer Engagement Implementation a Success

As I entered the consulting world this year, I was excited to learn all I could.  Expectedly, my learning curve was steep, but I also noticed an area consistent with my previous background experience – training.  New clients would partner with us and those with previous partners often had the…

As I entered the consulting world this year, I was excited to learn all I could.  Expectedly, my learning curve was steep, but I also noticed an area consistent with my previous background experience – training.  New clients would partner with us and those with previous partners often had the…

Moving my MCP ID

Recently, I changed employers after many years with the same company and found that getting settled takes a bit of work.  Besides the standard company benefits elections and other onboarding, I needed to move my MCP ID (Microsoft Certified Professional) from my previous company to the new one.  This is…

Recently, I changed employers after many years with the same company and found that getting settled takes a bit of work.  Besides the standard company benefits elections and other onboarding, I needed to move my MCP ID (Microsoft Certified Professional) from my previous company to the new one.  This is…

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