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Guide to D365 Marketing Templates for Customer Journeys, Emails, Marketing Pages and Forms

Microsoft Dynamics 365 Marketing comes with a wide variety of professionally designed templates. Each time you create a new email message, customer journey, marketing page, or marketing form, you start by choosing a template. Most of these templates include a column layout, color scheme, sample content, and sample images, whereas others provide a basic column […]

By | January 15, 2021 | Dynamics CRM
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Microsoft Dataverse Brings Data to the Core of Batch Manufacturing Operations

Whether you manufacture pharmaceuticals, chemicals, or cosmetics, each department of your manufacturing operation has different needs and requirements to help streamline processes and increase efficiencies. With Microsoft Dataverse, you can create and connect thousands of applications, flows, and AI functions so data can flow seamlessly between departments, giving you access to real-time data. From sales […]

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How to Make Better Business Decisions by Applying Next-Level Data

Everyone agrees that reports and business intelligence is fundamental to running your business. It’s the same way that stats are important in baseball or any sport. The book (2003) and movie (2011), Moneyball, told the story of the value of the next level of data. For 100 years, baseball executives looked at batting average (BA), […]

By | Updated January 15, 2021 | Business & Leadership
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Statistical Accounts for Dynamics 365 Business Central Available in Free Extension

Statistical accounts are a feature that many businesses require, and unfortunately, it isn’t included in Dynamics 365 Business Central out of the box. However, a free extension developed by Stoneridge Software is available and provides the functionality required for statistical accounts. Statistical Accounts for Dynamics 365 Business Central allows organizations to record statistical or non-financial […]

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Selecting Sales Orders for Bulk Agronomy Products at Your Scalehouse

When your sales team is planning on using sales orders for bulk agronomy products that will be weighed out and tracked using scale tickets, Levridge and Levridge Scale have multiple ways to handle this. In this example, we walk through the steps to apply a sales order directly to a scale ticket when the ticket […]

By | Updated January 15, 2021 | Agriculture
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Empower Your Team with Dynamics 365 Marketing Core Functionality

In 2018, Microsoft launched Dynamics 365 Marketing – a solution that helps organizations turn prospects into business relationships by generating and nurturing leads, score leads, organize events, and gather customer feedback all within the same application. Since then, it’s been exciting to see how Microsoft has extended its capabilities and improved usability and performance with […]

By | January 7, 2021 | Dynamics CRM

4 Overlooked Areas When Planning an Upgrade from Dynamics AX to Dynamics 365 Finance

An upgrade from Dynamics AX to Dynamics 365 Finance and Supply Chain involves more than data, code analysis, and business process evaluation. In this blog, we’ll discuss the four overlooked areas that can significantly impact your ERP implementation project and how you should approach each area in order to be successful.   1. Project Team  Gaining buy-in, generating […]

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Overview of Features and Benefits of a Field Service Mobile Solution with Dynamics 365

There are two main options for Field Service Mobile Apps that integrate directly with Dynamics 365. The first is Field Service Mobile (Xamarin app) and Dynamics 365 Field Service Mobile App (Power Platform). Prior to late 2020, Field Service Mobile (Xamarin app) provided capabilities that were not available in the D365 Field Service Mobile App. […]

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Stoneridge Software CEO Reflections on 2020

Many will start their 2020 year-end reflection with a comment on how challenging the year has been. This is true on many fronts and we all hope that 2021 is a better year for the world. At Stoneridge Software, we have been fortunate in many ways this year and I want to provide my great […]

By | Updated January 5, 2021 | Business & Leadership
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How to Delete a Report from the D365 Finance Server for Debugging Purposes

In order to delete a report from a Dynamics 365 Finance and Supply Chain Management development server for debugging purposes, you will need to complete the following setup steps. Step 1: Navigate to K:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask (Note: You may need to replace K: with the location of the AosService folder) Step 2: Find the file called “RemoveAllReportsFromSsrs.ps1” […]

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The 10 Most Impactful Advances in Microsoft Business Technology 2020

2020 is not a year that will easily be forgotten. The COVID-19 global pandemic reshaped the way people and businesses function and interact. Technology was at the forefront of many changes and innovations that empowered businesses to stay up and running even as employees moved to remote work and physical office locations shut down. Let’s […]

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Important Year-End Information for Dynamics 365 Business Central / Dynamics NAV Users

Prior to year-end for Dynamics 365 Business Central and Dynamics NAV users, businesses should ensure that their system is updated to include the latest tax form changes and updates. An outline of those updates is below, along with a high-level overview of how to close out year-end. Tax/Payables Form Changes Regulatory 1099 Format Changes December […]

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Upcoming Events

january

14jan11:00 am12:00 pmConfab with Stoneridge - Livestream - Looking Forward: Predictions for Technology in 2021

20jan10:00 am10:30 amThe Modern Manufacturer - Demand Forecasting Functionality

27jan12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 1 – Fit

28jan11:00 am12:00 pmConfab with Stoneridge - Livestream - Ask the Experts!

february

03feb10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

03feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 2 – Platform

10feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 3 – Implementation Partner

11feb11:00 am12:00 pmConfab with Stoneridge - Livestream - Live Agents, Power Virtual Agents, Omnichannel – Oh My!

16feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 4 – Cost

17feb10:00 am10:30 amThe Modern Manufacturer - Machine Maintenance Work Orders

25feb11:00 am12:00 pmConfab with Stoneridge - Livestream - Surfing Through the Dynamics 365 Wave 1 2021 Release

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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