Whew, you have made it through the year end rat race of January, Woo-hoo!!
The January Hotfix has some HOT new functionality our customers are looking for Electronic VAT(read more)![]()
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Microsoft Dynamics GP February Hotfix 2019 Including Electronic VAT Changes has released!!
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MSDW Podcast: Denis Pombriant of Beagle Research on the future of CRM
CRM analyst Denis Pombriant discusses trends that he believes will define the biz apps space in the next decade.
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Dynamics 365 Business Central integration capabilities: Using an Arduino with Azure Functions
Using arduinos for IoT projects together with Dynamics 365 Business Central could help for many non-standard projects--like preventing a user from posting a sales invoice while drunk
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Tip #1218: Suppress headers and footers in portals
Dynamics 365 Portals, based on Bootstrap, are very flexible when it comes to the web site and individual page layout. To create consistent look and feel the Website record defines header and footer templates.
And the footer looks like this:
I was working on a site where I didn’t need a footer at all so I cleared Footer Template field. And I got this:
What the?!
Yes, folks, a default template is rendered, whatever that is. To suppress header and/or footer, create a blank Web Template, something like
{% comment %}
This template has been deliberately left blank
{% endcomment %}and select that template on your Website record. The results are stunning. I don’t even have a screenshot because it’s, well, blank.
Note: if you disable header, it’ll be up to you to render the search box, sign-in/out control, and a language selector elsewhere, because that’s what the default header renders.
(Cover photo by Jeffrey Lin on Unsplash)
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Speed up your D365FO development environment
How can it be so slow? Many Dynamics 365 for Finance and Operations are struggling with performance issues in the development environment. Using the code editor, building the project, starting the application...(read more)![]()
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3 Ways to Stay Competitive with Benefits
This statistic should scare you a little: 62% of employees say they would go to another company based on benefits, according to PwC’s 2018 Employee Financial Wellness Survey results. That means well over half of your employees would leave your company for another job with better benefits alone. Why have benefits become so important to attract and retain the top talent?
The workforce is changing, which means you need to stay competitive with a benefits package that is aligned to new employee demands. For insight on what types of benefits today’s employees want, we encourage you to read our infographic – 5 Shocking Facts About Employee Financial Stress and How It Is Impacting Your Business.
Here are 3 ways you can stay ahead of the current “benefit boom.”
1. One Size Does Not Fit All
In the past, companies have typically crafted a well-rounded benefits package with a little bit of something for everyone: a little healthcare coverage, some PTO, year-end bonuses, possibly even a matching 401K if you’re really generous. But the fact is, what you’re currently offering may appeal to one generation, but completely miss the mark with another. For example, Baby Boomers are concerned about retirement, while Millennials are far more concerned with student loan debt and repayment.
It is important for each company to assess what their employees want, creating a plan that provides actionable solutions for the problems their employees face. This will vary from business to business and from employee to employee. Survey your employees, meet with them one-on-one, and find out what will help keep them loyal to your business. Creating a customized plan will help show them how much you care!
2. Healthcare, Healthcare, Healthcare
You’ve heard the saying “location, location, location” when it comes to real estate, right? Well, think of healthcare in the same regard as it applies to your business. When a prospective employee is sizing up job offers, healthcare benefits and spending have become one of the most important decision factors.
According to PwC’s survey, employees said more affordable healthcare was the top factor in what would help them achieve their future financial goals. Why is healthcare so important?
- Baby Boomers are worried they can’t afford healthcare costs during retirement
- Employees are concerned about dependents and spouse coverage
- Most employees believe healthcare costs will rise in the coming years
- Employees fear about saving for future health-related expenses
The list is seemingly endless. Again, one size does not fit all, so it is important when weighing various healthcare plans to consider the needs of your employees. What kinds of coverage do they need? Would an HSA be more beneficial than traditional coverage? Regardless of what you decide, staying competitive with healthcare benefits is essential to keeping your employees in place.
3. Money Does Buy Happiness
Sorry to break it to you, but your employees are financially stressed. 62% of Americans are stressed about money, according to PwC. And when they’re stressed, they’re less focused at work, less productive, and could even be spending time on the company’s dime working on personal financial problems. Financial benefits like 401K investments, financial counseling, life insurance, and student loan repayment help your employees live happier, healthier, and more productive lives.
Customizing your financial wellness benefits to your employees’ needs will not only help your employees, it will enhance employee engagement, increase performance, and improve employee retention so everyone wins!
Stay Competitive with Your Benefits
Creating custom, specialized benefit packages is a daunting task. Integrity Data helps employers understand what matters to their unique workforce, and helps build a tailored financial wellness plan. We not only offer several solutions, but we also go above and beyond to find and vet other solutions for companies that may, or may not, be one of our partners.
The bottom line is we believe in providing you with the absolute best fit for your company, because we care about our clients and want you to succeed. Contact us today for more information or to get started on a competitive benefits program that works for your employees.
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BUG ALERT: Filename Issues in Chrome version 72 and Microsoft Dynamics
Single Quote Filename Issues using Chrome Version 72 and Microsoft Dynamics
An issue appeared with the release of Chrome version 72 that impacts users who access Microsoft Dynamics CRM, 365, and other...(read more)![]()
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Speaking: User Group Summit Europe
27. – 29. March you will find me at the User Group Summit in Amsterdam – I’m spreading the good word about Dynamics 365 for Talent with my presentation: How Microsoft Talent can Digitize...(read more)![]()
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Scrumplementation – Delivering Better Dynamics 365 Business Central Implementations
Last October, Jake Edwards, Adam Waycott and I completed a two day course and an exam and became Certified ScrumMasters. What is Scrum? Scrum is an agile framework that allows us to focus on delivering...(read more)![]()
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Alphabetical filtering: the same but different
When you are working with the grids in Dynamics, the last line shows up as a list of letters from A to Z, so you can click one of the letters and that will quickly apply a filter to the grid.
What kind...(read more)![]()
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#GPPT Automatic Logout for Microsoft Dynamics GP
Yesterday GP Power Tools build 26 was released . This latest build has numerous enhancements to existing functionality as well as some awesome new features.
One of the features that has been requested...(read more)![]()
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MSDYN365BC - Futuristic CAL Development - UnBoxing Database Trigger Event.
Hi Readers,Last article we subscribed a Trigger Events. As promised in this post we will understand Database Trigger Events in Base C/AL Code.
If you are new to this series then Please Refer Table of Index.
With this article, I will try to clarify all doubts and questions about Database Trigger Events.
This will help Developers to subscribe to Database Trigger Events. Let's discuss that in details.
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#GPPT Managing User Licenses with GP Power Tools
With the release of GP Power Tools build 26 yesterday, Microsoft Dynamics GP System Administrators now have a new tool for managing their User Licenses.
GP Power Tools build 26 adds a suite of new features...(read more)![]()
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SysMultiTableLookup - A way to show fields from multiple tables within custom lookup
Today , I will be discussing about one of the common issue which we might face while showing fields from multiple tables in lookup . As we all know SysTableLookup only pick up fields from first data source...(read more)![]()
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Practice Management – Part 2 – Change
Change is the core of my work. As a consultant, my job is to implement technology solutions to improve business processes and efficiencies and reduce costs, by automation, artificial intelligence, and...(read more)![]()
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What are the Differences Between Microsoft Flows vs. Workflows?
Although Microsoft Flows and Workflows in Microsoft Dynamics 365/CRM fall into similar realms in terms of why admins would want to use them, they are different tools that can be used to increase efficiencies for organizations in different ways.
The functionalities within these tools are similar, but there are distinct reasons to use one over the other to meet various organizational processes and strategies.
The differences are broken down in these simple ways …
First, Workflows are limited to just Microsoft Dynamics 365/CRM, whereas Microsoft Flows can span across multiple Microsoft applications and other applications (MailChimp, SurveyMonkey, WordPress, etc.)making Flows more of a comprehensive tool.
Both Microsoft Flows and Workflows work with on-premise and online Microsoft Dynamics systems.
Workflows are available within any Microsoft Dynamics 365/CRM environment. Microsoft Flow comes within Office 365 and there are additional plans that can be added based on the volume of use.
Workflows are configurable to provide automation within Microsoft Dynamics 365/CRM. Workflows are run based on triggers that occur to records within Microsoft Dynamics 365/CRM (Insert, Update, Delete, etc.).
There are a lot of actions a Workflow can do once triggered: Update existing records, create a new record, change the state of a record, send an email, trigger another Workflow, apply if/then logic, etc.
Microsoft Flows have a library of pre-built templates for you to start with or you can create a Flow from scratch.
Within the Flow, you can either start with a trigger (The triggers are limited to pre-defined triggers of the application you are sourcing) or you can schedule the flow to run on a defined schedule. Then you have pre-defined actions based on the application you are targeting.
How to decide if you should use a Workflow or a Microsoft Flow?.
If your data, trigger, and action are all within Dynamics 365/CRM, a Workflow is the way to go.
If you need to run an action based on a schedule (not a trigger) or you need to interact with another application outside of Dynamics 365/CRM give Microsoft Flow a try.
To learn more about Workflows and Flows, watch our latest webinar: “Microsoft Flows vs. Workflows”, as we break down the tools by definition, usability, and functionality.
Watch it here.
If you have questions after watching, don’t hesitate to reach out to our CRM support team for more help.
At Ledgeview, we’re the experts so you don’t have to be.
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WEBINAR: Microsoft Dynamics 365/CRM User Group — Dynamics 365/CRM 101
Is it your first time breaking into the world of Microsoft Dynamics 365/CRM, or do you feel you just need a refresher?
Whatever your experience, this user group webinar topic will help you drive user adoption and use your system more effectively.
Within the session, CRM Support Consultant and Dynamics Expert, Michael Dodds, will provide some tips, best practices, and ideas to help you get started and feel comfortable with your Dynamics 365/CRM environment.
We’ll also cover navigation tips and tricks, such as how to move around quickly and efficiently within your system, why it is increasingly important to enter data, and how to manage your day-to-day within your Dynamics 365/CRM environment.
This user group will help provide clarity about why Dynamics is a huge asset to your company, not a hindrance …
Register for the webinar below.
Webinar: Microsoft Dynamics 365/CRM User Group
Topic: Dynamics 365/CRM 101
Date: Wednesday, Feb. 20, 2019
Time: 11:00 – 11:45 a.m. CT
Even if you can’t make this time, register anyway so you have no trouble receiving the link on-demand.
Be sure to add @ledgeviewpartners.com to your Safe Senders List. We teach you how to here.
We look forward to diving into the basics this February with you. Class is in session!
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Release Notes for Project Service Automation Update Release 4
Applies to: Project Service Automation for Dynamics 365
We’re pleased to announcethe latest update for the Project Service Automation application for Dynamics 365.This release includes improvements to quality, performance, and usability, and is based onyourfeedback and requests.
This release is compatible with Dynamics 365 for Customer Engagement apps version 9.x. To update to this release,visitthe Admin Center for Dynamics365online, solutions page to install the update. For details, refer How to Install, Update a Preferred Solution.
Project Service Automation (V3.4.0.37)
Features
- Allow a project approver to cancel or un-approve a previously approved time entry.
- Allow resource who has entered a time a way to request the recall of a previously approved time entry.
- Provide visual cues for project resource to understand working vs non-working days when entering time.
Bug fixes
- Fixed: It is possible to post same Invoice multiple times which results in multiple Billed Sales and Unbilled Sales reversals for the same InvoiceLineDetail.
- Fixed: Using the Extend Bookings action in the Reconciliation view does not book to the assignment pattern established at the day level.
- Fixed: Projects and tasks were not able to be deleted if they were related to a Quote Line Detail or Contract Line Detail based upon relationship type.
- Fixed: Project Calendar Initialization is incorrect on the client side when in Certain Timezones.
- Fixed: Task default effort on ghost row does not default effort correctly.
- Fixed: PSA customers unable to upgrade PSA after a failed Field Service upgrade attempt.
- Fixed: Data upgrade script for Expenses was created with incorrect DB Version.
- Fixed: Reinstate Support for MS Project Add-in.
- Fixed: For customers upgrading from Version 2.X to 3.X, users are unable to see requirements on the schedule board.
- Fixed: Lack of Billing Status on Sales Order Contract Lines preventing Invoice Line Deletion.
- Fixed: Quotes Subgrid on Opportunity form not refreshing after clicking "Close all Quotes".
- Fixed: Exception in RetrievePagedEntities(string fetchXML): Paging cookie is required when trying to retrieve a set of records on any high pages.
- Submitting Expense entry with an FLS field fails for a user with no update access to the field.
- Fixed: Customer unable to add receipts in when using IE 11.
- Fixed: On the WBS ghost row, create task through effort or start-date fieldis not defaulting the correct start date.
- Fixed: Versions of SolutionUpgradeInfrastructure work only with "forced update", not with "delete & promote" due to issues with relationships with DatabaseVersion.
-Project Service Automation Team
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Prevent Data loss/Duplicates Using Concurrency Behavior In Dynamics CRM
This blog is just a reference to very important article on dealing with a problem when two or more update or delete operations on the same piece of data happen at the same time. This situation could potentially...(read more)![]()
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Customer Address Not Showing On The Addresses Subgrid In Dynamics 365
This issue was reported in dynamics community where in customer address was not showing in the addresses subgrid. Community Thread – Lead’s mailing address not visible on contact or account...(read more)![]()
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