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Dynamics 365

DC Digest – 2021 Edition 1

2020 was full of obstacles, challenges, and disruptive changes that brought the human factor into the business equation. We embraced remote and socially distanced options for communicating, meeting, and learning across all aspects of life including individual, family, and work. Employees, colleagues, friends, and loved ones had to adopt new…

2020 was full of obstacles, challenges, and disruptive changes that brought the human factor into the business equation. We embraced remote and socially distanced options for communicating, meeting, and learning across all aspects of life including individual, family, and work. Employees, colleagues, friends, and loved ones had to adopt new…

sa.global welcomes John Kirsch 

The SMB Team (Dynamics GP, Business Central, and Dynamics NAV) is excited to announce our newest team member, John Kirsch.  John joined sa.global at the end of 2020 and is already making an impact on the organization.  Dynamics GP Product Lead  John Kirsch, GP Product Lead, joins sa.global with over 20 years of…

The SMB Team (Dynamics GP, Business Central, and Dynamics NAV) is excited to announce our newest team member, John Kirsch.  John joined sa.global at the end of 2020 and is already making an impact on the organization.  Dynamics GP Product Lead  John Kirsch, GP Product Lead, joins sa.global with over 20 years of…

Power BI “Embedded” in Dynamics 365, SharePoint, and Teams

A common Power BI related request is embedding reports within other Microsoft applications. “Embedding Reports” is a simple concept; however, there are important nuances and design options for deployment. Microsoft has also muddied the waters by naming one specific technology “Power BI Embedded”. A distinction must be drawn between the…

A common Power BI related request is embedding reports within other Microsoft applications. “Embedding Reports” is a simple concept; however, there are important nuances and design options for deployment. Microsoft has also muddied the waters by naming one specific technology “Power BI Embedded”. A distinction must be drawn between the…

DC Digest – 2020 Edition 11

Dear Friends,  It’s hard to believe that the holiday season is upon us.  In many ways, it feels like the year has blown by, and in other ways, it feels like the longest year ever.  Nevertheless, it is here, and I LOVE IT!  Perhaps because there are so many lists to be…

Dear Friends,  It’s hard to believe that the holiday season is upon us.  In many ways, it feels like the year has blown by, and in other ways, it feels like the longest year ever.  Nevertheless, it is here, and I LOVE IT!  Perhaps because there are so many lists to be…

Five top things I am thankful for about the Wave 2 Business Central Update

After each of the two major “Wave” releases, I enjoy sitting back and sharing the few items I like best about the update for Dynamics Business Central. Remember, I look at it from a different point of view than many users and consultants. I tend to look at it more…

After each of the two major “Wave” releases, I enjoy sitting back and sharing the few items I like best about the update for Dynamics Business Central. Remember, I look at it from a different point of view than many users and consultants. I tend to look at it more…

DC Digest – 2020 Edition 10

For those I haven’t communicated with before I’d like to introduce myself: I’m Michael Luehr (think fishing lure) – based out of our Chicago office and I’m our Microsoft 365 Practice Manager. If you would have told me in 2012 that I would someday be working directly with Jon &…

For those I haven’t communicated with before I’d like to introduce myself: I’m Michael Luehr (think fishing lure) – based out of our Chicago office and I’m our Microsoft 365 Practice Manager. If you would have told me in 2012 that I would someday be working directly with Jon &…

MSDyn365FO Credit Management, Part 11 – What are the new Credit Management Lists used for?

Throughout this blog series, we have reviewed all of the new changes for Dynamics 365 F&O’s Credit Management feature and how they are used. For the final part of this 11 part series, we’re finally diving into the new Credit Management lists and what they can be used for. Credit…

Throughout this blog series, we have reviewed all of the new changes for Dynamics 365 F&O’s Credit Management feature and how they are used. For the final part of this 11 part series, we’re finally diving into the new Credit Management lists and what they can be used for. Credit…

MSDyn365FO Credit Management, Part 10 – Sales Order Impact

In the past weeks we’ve reviewed the changes within Dynamics 365 F&O Credit Management feature, but after all of the changes how does this all impact the Sales Order? To begin wrapping up the 11 part series, we’ve compiled a few scenarios to exemplify the impacts on the Sales Order….

In the past weeks we’ve reviewed the changes within Dynamics 365 F&O Credit Management feature, but after all of the changes how does this all impact the Sales Order? To begin wrapping up the 11 part series, we’ve compiled a few scenarios to exemplify the impacts on the Sales Order….

Dynamics 365 CRM/CDS Storage Pricing & Enforcement

Storage for Dynamics 365 environments has been a hot topic for us over the past few months. Microsoft announced the new storage pricing a good while ago, but have just recently started enforcing limitations on customers that are consuming more storage than their subscription, which is putting pressure on everyone…

Storage for Dynamics 365 environments has been a hot topic for us over the past few months. Microsoft announced the new storage pricing a good while ago, but have just recently started enforcing limitations on customers that are consuming more storage than their subscription, which is putting pressure on everyone…

MSDyn365FO Credit Management, Part 9 – What are Blocking Rules?

Blocking rules are rules that are set up to determine if an order will be put on hold. In our last blog, we reviewed credit limit adjustments. In this blog, we’ll be reviewing the specifics of Blocking rules and how to set them up. Introduction to Blocking Rules To setup…

Blocking rules are rules that are set up to determine if an order will be put on hold. In our last blog, we reviewed credit limit adjustments. In this blog, we’ll be reviewing the specifics of Blocking rules and how to set them up. Introduction to Blocking Rules To setup…