Implementing a CRM system is important for businesses to manage their customer information. This is why it is vital to ensure that the implementation is successful. Here at Stoneridge, we have developed a checklist t make sure your CRM implementation goes smoothly from the first step to the last step. Here are the seven checkpoints […]
Most of you using Dynamics 365 for Finance and Operations have seen the utilities that you can download as extensions with Google Chrome to use table browser, well don’t use them anymore! There’s a much easier way to use table browser with the Google Chrome Web Browser, which I suspect you can do any search […]
You’ve come to the right place if you want to learn more about the Dynamics 365 App for Outlook. It will be the replacement for the Outlook Client. For all the users that are familiar with the Outlook Client here is a comparison of the key differences: Outlook Client Strengths: • Track/Set Regarding for Tasks […]
Dynamics 365 App for Outlook – Mobile Interface For many years CRM users have been asking for the ability to have the “Track” and “Set Regarding” functionality from emails on their phones. With the App for Outlook we finally have this option! This blog will walk through how to use the App for Outlook on […]
I have multiple accounts for logging into Lifecycle Services, Visual Studio, and Visual Studio Team Services. The accounts are exactly the same (becky@insert-company.com) but one is a work account and one is a personal account. I am never certain what the difference between Microsoft account log-ins or when I am using one versus the other. […]
Most of us use Microsoft Outlook on a daily basis to keep our work and personal lives organized. Often we have all of our appointments in the same calendar so that we know when we can take an early meeting, when we can run a quick personal errand over lunch, and maybe when we need […]
I recently acquired a brand new Lenovo ThinkPad P50s for project utilization. This powerful machine can do so much more than I’ll ever need for daily tasks. Bonus feature: The incredibly sharp 4k LCD display! As Project Coordinator, I access Dynamics AX frequently to input and update data for projects. Sometimes, the business process workflow […]
If you have ever seen someone’s personalized form in AX and it looks a lot more usable than the standard form, there is an easy way to get that personalization. The first step is to ask that user to save their personalization. To do this, they just have to take the following simple steps: Go […]
Have you ever seen a greyed-out invoice option on a Project Sales Order in Dynamics AX? I ran across this predicament while at a customer site. We had posted the packing slip to ship and was were ready to post the invoice. The invoice button was greyed-out like the screen below. What to do? How can […]
Background on Task Recorder in Dynamics AX As an outsider coming from a different ERP product to Dynamics AX, my introduction has been mostly with Dynamics 365 for Operations. Though there are any number of topics worth of tackling, the Task Recorder is one feature that stood out to me. This blog post is a […]
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