How to Pull Data from Microsoft Dynamics 365 into Power BI Reports
I am in a unique scenario, as I am both a Microsoft Partner that sells and services Dynamics products, and also a customer that uses Microsoft Dynamics business solutions to run our practice. When Microsoft released Project Service Automation (PSA)...
Commercial Construction Gaining Strategic Advantage with Cloud-Based Technology
Many commercial construction companies rely on cutting edge equipment in the field, now it’s time to deploy modern technology in the office. Multiple, disparate systems that are no longer efficient or meeting business needs hold businesses back, stifling growth. Modern cloud-based...
How to Create Customer Item Numbers or Part Numbers in Dynamics AX
In Dynamics AX, a relationship may be created that identifies the customer item number with the item number from inventory. This post will walk you through how to create customer item numbers or part numbers in your Dynamics AX system....
Linking Your Bank Account to Dynamics 365 for Financials
*This post was written for Dynamics 365 for Financials but the content also applies to Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to the NAV solution. Integrating data...
Strengthen Construction Bid Processes with Microsoft Dynamics 365
As a growing construction company, you need to be able to respond quickly and accurately to RFPs, RFIs, and RFQs. Centralizing data streamlines and enhances estimating and business processes, giving you a competitive advantage. By building on insights from past...
Using Sales and Purchase Journals in Microsoft Dynamics NAV 2017
*This post was written for Dynamics NAV but the content also applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps...
Updating the Next Rec ID Sequence in Dynamics AX
Recently I had to create database records outside of Dynamics AX. I used SQL to move some records from ISV tables to new standard tables within AX. There was a ton of data, so it was much faster to insert...Top Tips for Microsoft Dynamics AX Performance Optimization: Part I – Purging data from tables
Which Microsoft Dynamics AX system logging tables should have a data retention policy? After working with Microsoft Dynamics AX for over 10 years, you start to see patterns in issues that arise. These patterns have become things I look for...