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Showing posts from 2020

BC Workflow- No Approval, Rejection, Delegate comments in notification emails

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  According to Microsoft, there is no roadmap to add workflow approval, rejection and delegate comments to the BC out of the box email notifications. You can always add an extension, but this should be OOB.  I need the community to help vote this up!  Please go here and vote today:  https://experience.dynamics.com/ideas/idea/?ideaid=a2be05ef-3d3c-eb11-8fed-0003ff68d921

BC Workflow- Link back to journal entry page in notification emails & notify approver

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I have been working with workflow for a long time in many systems and each one has it's nuance. I highly recommend a good testing phase and plenty of patience.  Recently, I ran into a situation where workflow notifications in Dynamics 365 Business Central were not being sent. To fix this, we had to do a few things: 1. Setup workflow users for notification settings. I will blog about this later.  2. Make sure the SMTP email server was configured to generate emails from the system.  3. Make sure each layer of workflow, where a notification needed to be sent, had approvals turned on to send to the original sender.  What became extra tricky was linking back in the emails to the original entries so when the users clicked on the link in the email, it would take them directly to the entry or card page. I had chose the page I felt was best, but then we were getting errors. I then found out with Microsoft that these links are page specific.  This blog post has to do with journal entry workf

Dynamics 365 Business Central- My Favorite Things #7- Product Suggestions and Ideas all sourced by this amazing Community

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  The Microsoft Ideas Page and Product Suggestions Have you ever wondered why you cannot do something inside your ERP system and wish you could have an input on how the developers change the software in the next release? The great news is this is available to the general public for all Microsoft Dynamics products, but especially Microsoft Dynamics BC. You can access the ideas page for all of Dynamics 365 Business Central Modules by visiting: https://aka.ms/BCideas The cloud developers, some of who I know personally, are working throughout the year to listen to your suggestions, allow you to vote on the improvements and let you know if they are considering putting it into a release or if it will be in the next release? How cool is that?  New releases for Business Central are automatically released by Microsoft twice a year in the Spring and Fall, so the turnaround for all these ideas is incredibly quick. You even get free sandboxes to test new releases 30 days prior to your automated up

Dynamics 365 Business Central (BC) Growth is Insane!

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  The latest announcement coming out of the Dynamics Business Central (BC) Microsoft virtual event last month was the extremely rapid growth of the software. There are now over 10,000 customers using D365 Business Central cloud-based ERP software with a strong 125k on-premise base. That’s a 250% growth rate! The momentum for this product is amazing! It is no surprise with the amazing ease of use features, monthly subscription fees (not annual), fast implementation, and full integration with Microsoft Office 365 functionality.  To imagine what the software will be 5-10 years from now, let's assume we keep on the same trajectory for a 250% year-over-year growth. What does that look like in terms of numbers of users using BC Cloud? If you look at the graph below, at this current rate, BC will exceed 25,000 customers next year and be well over 100,000 customers by 2023. I believe based on what I am seeing and hearing from the market that this growth rate will continue for at least the

Business Central Versus NetSuite- Side by Side Comparison

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Side-by-Side Comparison  After my last blog post, I have received lots of requests for my version of a side-by-side  comparison chart for Microsoft Dynamics 365 Business Central vs. Oracle NetSuite.  Here you go!  Feel free to Share the Business Central love!  Dynamics 365 Business Central vs. NetSuite Features Comparison Chart Features Comparison Dynamics 365 Business Central NetSuite Core Financial Capabilities (GL, AP, AR, BR) Included Included Multi-Budgets, Currencies, Fixed assets, Distribution, Manufacturing, Job Costing Included Al La Carte Pricing Modern  Interface Included Not Included Users Can Personalize All Windows Included Not Included Number of  Included Upgrades per Year 2 2 Recommended Company Annual Revenue $1-999M $1M-

Dynamics 365 Business Central vs. NetSuite and Other Competitors- Common Myths Debunked

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  Dynamics 365 Business Central (BC) vs. NetSuite and Other Competitors- Common Myths Debunked A former colleague of mine was recently emailed a copy of the NetSuite partner monthly newsletter. The head article from NetSuite sales was regarding Business Central and it's upgrade versions, all taken from a personal blogger/system administrator. They were using this blog as facts as what was going on with Business Central. After digging on the World Wide Web a little deeper, I was able to find many sites and documentation from NetSuite on what appeared to be "facts" about Business Central (BC). I also found similar articles from other competitors: Acumatica and Intaact. Here are some of the common myths I am seeing published online: Business Central is siloed Business Central doesn't have automated upgrades and users are all on different versions Business Central is not a robust ERP Business Central is new Business Central doesn't have a lot of customers Business Cen

Business Central Announces End of Internet Explorer as a Supported Browser

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Business Central Announces End of Internet Explorer as a Supported Browser It has been announced that Microsoft would like you to finally permanently embrace Microsoft Edge as your default and main browser.  This initiative is emphasized by the annoucement that in April of 2021, Microsoft Dynamics Business Central will no longer be compatible with Internet Explorer 11 or Microsoft Edge legacy.  Now is the best time to install the newest version of Microsoft Edge and starting testing Business Central in that browser.  Here are some common questions:  Can I run in Google Chrome?  Yes, absolutely. What browsers are recommended for Business Central Cloud?  Recommended browsers Microsoft Edge:  Business Central is designed to work with the current version of the new Microsoft Edge. Chrome for Windows and Firefox for Windows:   Business Central is designed to work with the current version of these desktop browsers. Safari :  Business Central is designed to work with the current version of S

Business Central and Microsoft Teams- Who is Excited?

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  Coming Soon:  Teams and Dynamics 365 Business Central Integration!  Here is what we know:  Microsoft has named company veteran Mike Morton as the new general manager for Dynamics 365 Business Central back in June. Mike's background is in SharePoint and he has promised we will see more features and functionality with Teams and SharePoint.  What features can we already use:  Power Automate to Teams to BC or BC to Teams via Power Automate Power BI Dashboards from BC published in a Team What features would I like to see? New BC User requests and security Workflow approval dashboards in teams Collections in Teams/Customer AR data in a Teams tab Advanced dashboards Project management with financial data What features would you like to see? How about it? What features could throw BC into a whole other level of ERP? 

Dynamics Business Central- My Favorite Things #6- Direct Integration with D365 for Sales

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  Microsoft Dynamics 365 Business Central   My Top 10 Favorite Things #6- Direct Integration for Dynamics 365 Business Central and Dynamics 365 for Sales (CRM) If you have ever tried to integrate y our CRM system with your ERP system on-premise, you understand that integrations can be complicated, costly, and difficult to build. First, you have to decide what is your master record of truth, which data gets passed and shared, and how the integration should work. Then you have to design the integration, build it, finagle it, and then test it. Usually it requires a software partner and technical consultants.  When selecting an ERP system, wouldn't it be nice if it just "worked" and synced with your CRM system. The good news is there is a system that does this! Dynamics 365 Business Central has a built-in sync and automatic integration with Dynamics 365 for Sales. What Does This Mean?  Business Central will allow you to automatically sync documents and records like  Orders, I

Statistical (Unit Accounts) for Dynamics 365 Business Central (BC)

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As we have been selling more and more Dynamics 365 Business Central (BC) deals this year, we had a growing need for statistical accounts inside the product, similar to what GP had called Unit Accounts (statistical accounts). ABS, now known as Stoneridge Software has developed a free app/extension for BC to use and track statistical accounts. You can even take the statistical accounts and add them to report schedules inside Business Central to provide calculations and KPI type reporting.  Statistical Accounts   for Business Central lets you create, monitor, and report upon non-financial data within your general ledger accounts. More information about their app can be found here:  https://www.adv-usa.com/statistical-accounts If you are in the need for tracking stat accounts or replacing unit accounts with BC cloud, I highly recommend their product! 

Collections Management for BC

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As we have been selling more and more Dynamics 365 Business Central (BC) deals this year, we had a growing need for a more advanced Collections Management system, similar to what Professional Advantage had created for Dynamics GP. Needs often requested: Actions Reminders Invoice level notes Aging with notes Payment Link  Assigned Collectors My friend, Ryan McBee at ISolutions created a very, nice slick extension at a very low rate of $100/month. Their solution provides all of the needs above and more. They even have the ability for payment processing for ACH and Credit Card along with payment links on invoices. For an additional $100/month you can also add a self-service portal for your clients including automated reminder and reminder levels.  If you are in the need for collections management with BC cloud, I highly recommend their product! 

Microsoft MVP, Granite Award, Acquisition and More!

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2020 is turning out to be a whirlwind of a year!  COVID, Civil Unrest, and a roller coaster economy! For myself, it has been my own version of Mr. Toad's Wild Ride.  We started the acquisition process back in the fall of 2019. I was under NDA until everything was finalized and was diligently working on due diligence, building up the Microsoft practice and also working on getting all my requirements in for my MVP nomination. On March 15, our Microsoft practice was finally acquired and we are now officially MorganFranklin Consulting. MorganFranklin has been in the consulting business for over 20+ years focusing on advisory services, technical accounting, digital transformation and strategy and ERP selections and implementations. Our team was a much needed piece of the missing puzzle when it came to ERP selections and implementations.  A little history, MorganFranklin had also just come out of acquisition and was acquired by our now parent company and current client, Vaco i