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


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 your 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, Invoices, Contacts, Accounts, & Opportunities using Microsoft DataFlex, formerly known as the Common Data Service or (CDS)

Do I have to be a programmer or developer to make these changes? 
No, that is the great part of the BC user interface. Making changes is very easy and does not require a developer for most minor changes. It will require a couple service accounts to get you started. I would write this whole blog about these capabilities but Renato did a great job explaining this in his blog already: https://www.fajdiga.info/blog/2020/02/22/enable-cds-integration-with-dynamics-365-business-central-2020-wave-1/.

When Does The Data Sync?   
The great thing about the sync is you have full control on when the data will be synced between the two pieces of Dynamics 365 and when. You can determine also which types of documents you want to sync. 

Can I do the same thing with SalesForce? 
Are you kidding me? SalesForce to Dynamics integrations are costly, expensive and require lots of mapping. But it is possible with API integrations and some talented tech folks, like the amazing ones on my team. 

Where can I view these capabilities? 
Check out my pre recorded webinar on this topic: On Demand: Automating the Quote to Cash Cycle
I also highly recommend checking out these videos from Microsoft: 

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

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

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!

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 in 2019 as well. Vaco, a leading talent and solutions firm specializing in executive search, consulting, placement, and strategic staffing based in Nashville, Tenn., ranked #4 on Forbes’ 2018 list of America’s Best Professional Recruiting Firms.

The day of our orientation was the day that all travel was banned and offices closed for our organizations due to COVID. My team has been diligently working from home with teams all across the country that we have never met in person. 

In the meanwhile, I got notification from another GPUG team member that I had won the graphite award from Dynamics Communities. I had no idea I was even nominated and was pleasantly surprised and overwhelmed. The Granite Award recognizes the most active Partner Members in the User Group community. I am so thankful and humbled to receive this award. 

Back at the Directions NA conference last year, I received a message from current MVP Steve Endow who wanted to meet up with myself and a couple other amazing consultants and teachers in this space to nominate our team for Microsoft MVP. Steve was honest and told us the process would not be easy. Luckily, we were already very involved in the user community, but this would take more. We would need to blog, we would need to tweet, we would need to be active in the community and volunteer. Already being strapped for free time, it seemed overwhelming and stressful but Steve was a great mentor. 

By early fall, I had all my submission ready to submit to Microsoft. We had been anxiously awaiting since then. Monday this week, I got an email, that literally blew me away! I was officially an MVP of Business Applications. I am so thankful and honored. I am excited to participate, to learn, to mentor, and to lead in this community that I love so much. 20 years of supporting Microsoft Products and I love them now more than ever. 

Thanks to Microsoft for giving me this chance to give back and to grow and thanks to Steve for seeing and believing! 

Reversing a Closed Year in Dynamics GP

It's that time of year again. 
The time where you need to close the year in Dynamics GP to roll forward balances but at the same time auditors are needing adjustments. 
The steps below will assist you in reversing a closed year in Dynamics GP. 

With the most recent versions of Microsoft Dynamics GP (2013 R2 and above), you have the ability to open previously closed years in Microsoft Dynamics GP. It is a fairly easy process and can be done by following the steps below.

1.   Get all users out of GP

2.   Make a backup of the company database

3.   Print an trial balance reports for verification (if needed)

4.   Reverse the historical year(s) - (Financial > Routines > Year-End Closing)

Click to enlarge
5.   After you have reversed the year, make sure and reconcile any open years starting with the oldest open year - (Financial > Utilities > Reconcile). *Note: Running this utility does not produce a report.  This step is very important to your inquiry windows being correct.

Click to enlarge

Fixed Assets Webinar- GPUG

Back at  User Group Summit in October, I had two sessions that I taught during the main conference. The first was 50 Things Never to Do in Dynamics GP. I taught with my lovely friend and fellow speaker, Kristen Hosman. We were well prepared for a crowd of 50. Surprisingly enough, we had a huge room that could fit 300 or so individuals, a stage, and two screens. Both of us were in denial that the room would fill up with people to hear us speak, but soon enough, the doors opened and the room was at capacity! It was so amazing, the audience was so engaged, and the cowbells will live in Summit history. 

10 minutes after I left that room, I was to transition straight to my second session down the hall. I get in the room and it is maxed out. A room with 150 chairs is full to capacity, people are lining the walls, doorways, sitting on the floor and behind me. I had to fight my way to the front to present on the most amazing topic ever: Fixed Assets! Due to the high demand of the topic and because people were turned away from the session, Dynamics Communities promised everyone I would do a webinar repeating the session so any of the members could view the same presentation. 

If you are a GPUG member, you can view the materials and the presentation from this link: https://www.gpug.com/viewdocument/getting-fixed-on-fixed-assets-janu?CommunityKey=f5effb5c-1971-4d11-af16-0817422d8c8d

If you are using Fixed Assets or plan to use GP Fixed Assets in the future, I highly recommend this session! 

MICR Fonts Available Free in BC

For those of you migrating from Dynamics GP and wanting to replace Mekorma MICR, look no further. With the BC built-in workflow process and the new release in March of this year, there is no longer a need for Mekorma MICR products in the cloud. 

The preview and testing of MICR products will be available in release 15.3 set to release in March. 

This is very excited and much needed! 

Thanks Microsoft! 

For more details and how to test, see this link: 

Microsoft Dynamics 365 Business Central
My Top 10 Favorite Things #5
User Preferences and Personalization
Part 1

Microsoft Dynamics 365 Business Central 
 My Top 10 Favorite Things
#5- User Preferences- Part 1

Sometimes software has really ugly, crowded interfaces. At times you wish you could remove the fields you don't need and add some of the fields you wish you had. There are also times you wish you could create a shortcut to a page you use often. 
What if you could make data entry a whole lot easier by setting your tab/enter keys? 
The Business Central user interface is very user friendly for customization and shortcuts. In this blog, I will show you how.

What Does This Mean? 
Business Central will allow users to hide or add fields based on their own user interface. Users can also add a limited number of fields to forms and lists along with adding shortcuts and pinned pages. 

Do I have to be a programmer or developer to make these changes? 
No, that is the great part of the BC user interface. Making changes is very easy and does not require a developer for most minor changes. 

Why User Customization?  
No everyone enjoys or needs the same amount of data in their software. Customization allow the user to make the software fit their needs while not affecting other users in the system. 

How do I hide fields and areas of the user interface? 
From the main screen or any BC user interface window, click the gear icon and then click on personalize. 

A new ribbon on the page should appear. 

On the window, click on the top right section of an area or field you wish to hide.

Here you can select whether to move or hide this section. If you click hide, the section will be hidden from the screen until you clear any personalizations. 

Now we can see the welcome headline is now hidden. 

When we are done, we will save our personalization. Note: you can hide or move any field during this time. When you are done, you must save.

Excluding Fields from Quick Entry

Fields on an entry window can be hidden, moved, or excluded from quick entry. This means as you hit enter through the fields, the cursor will not land on these fields. This will save time during the time entry portion of BC. To exclude a field from quick entry, go back into the personalize mode from the top-right gear icon. 

Next, click to the right of any field until you see the red arrow. Click on the red arrow and see your available options. Here are the options given on the vendor card: 

1. Show
2. Hide
3. Show under "Show More"
4. Show under "Show Less" 
5. Exclude from Quick Entry

In this case, we will choose number 5 to exclude from quick entry to exclude the cursor from landing on it during entry. We also could choose to hide the field, if we are never going to use it. Show more and show less are BC ways of expanding and contracting the entry forms to make it more user friendly. 

After you are done making your changes, don't forget to save your personalizations. 

Adding a Field to a List

On the lists and forms, you should see the + Add Field Icon on the personalization bar. In my sample, I am on a vendor list and I want to add a field. 

When you click on this, a right navigation list will appear with a list of fields you can add. Note, any field not in this list that you want to add will require a BC extension (Customization). 

To add the field, drag and drop it on the list where the red line appears. In my case, I dragged and dropped vendor posting group. You can also drag and drop the columns to change their order or drag and drop a column off of the list. 

When you are done, don't forget to save your personalizations. 

In my next blog post, I will cover shortcuts and expanding/increasing page size. 

Microsoft Dynamics 365 Business Central My Top 10 Favorite Things #4- Audit Change Logs

Microsoft Dynamics 365 Business Central 
 My Top 10 Favorite Things
#4- Audit Change Logs

Have you ever had data changed or removed in your system and had no idea who, when or how the change happened? Does your system allow users to delete cards, entries, data with no trace? Wouldn't it be nice to be able to review any changes, determine who is making the changes, and then activate workflow to prevent it from happening. Business Central has a great solution for this: Change Logs.

What Does This Mean? 
Business Central will keep track of changes within the system, record the entries, and allow you to view or run reports based on these entries.

Do I have to turn on Change Logs?  
Yes, you must activate change logs in order for it to start recording. You do not have to use this function, but it is highly recommended

Why Change Logs? 
Change logs are great for determining who changed, removed, or edited records. If you auditors or supervisors have questions, you will be able to determine the audit history easily.

How Do I Turn on Change Logs? 
Using Alt & Q to navigate to search or using the look up glass at the top right, search for Change Log Setup. In the setup window, slide the toggle to activated.

From the set-up drop down, choose tables.

In this window, you choose which tables you want to log. You can log three areas: insertion, modification, and deletions. You can also log just certain fields. You can do a combo per table. If you click on edit in excel, you can drop the tables in excel and then upload it back up as well. In my previous log, I talked about filtering columns, that will come in very handy here. Don't forget to use * for your wild card searches. Common tables might be customers and vendors.

If you choose some fields, click on the three little dots next to the selection to choose the fields that you want to log. When you are done, exit the window.

No need to click Save anywhere, Microsoft has your back, this is 2020 after all!

Reviewing Change Logs

Using Alt & Q or the look up glass in the top right corner, search for Change Log Entries. Here you can review the entries, print reports, filter, and/or save to excel! Magic.

Until Next Time... 

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

  Microsoft Dynamics 365 Business Central   My Top 10 Favorite Things #6- Direct Integration for Dynamics 365 Business Central and Dynamics ...