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Third-Party Phobia

If you have ever attended Microsoft Convergence (may it rest in peace) and have walked the expo hall, then you are aware of the hundreds, even thousands of add-on products to Microsoft Dynamics. Any industry, any problem – there’s a product for it. However, some people are still against the idea of using third-party products. Why is that? Here are some third-party phobic myths I hear often.

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User Conference 2016: The ERP Track Remains Fully Loaded



KTL Solutions celebrated their 11th annual Empower the User Conference on May 19th at the Microsoft Center in Reston, Va.  This year, as in year’s past, KTL brought 3 unique tracks to the event allowing users to customize their own experience and gain the knowledge they deemed the most valuable.  However, we understand that not everyone could make it to all of their sessions. Below is a breakdown of what you may have missed from the ERP Track at UC 2016.

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CRM ISV Spotlight: Dynamics CRM 2016 Workflow Tools

Dynamics CRM has come a long way to become an established, and at the same time an evolving platform. There are several ISV solutions that have extended Dynamics CRM beyond a traditional CRM and provided many vertical solutions. One of the ISV solutions I would like to highlight today is “Dynamics CRM 2016 Workflow Tools” by demian_rasko on CodePlex. Like a lot of CRM add-on solutions on CodePlex, this one provides additional functionality at the CRM platform level; and the best part – it is free. This solution is available for Dynamics CRM On-Premises and Dynamics CRM Online, as well as a managed solution. Besides all these benefits, the source code behind this solution is open source, so if you are a developer then you can certainly extend it further to your requirements and add/contribute to this community.

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Microsoft Project Madeira

Microsoft recently released the preview of a new Software as a service (SAS) accounting system. This is their first pure SAS delivered system. I decided to take a look at it to evaluate the features available in this system.

For those of you that don’t know, Microsoft has been diving into the lower end of the accounting system going all the way back to when Great Plains designed Microsoft Profit. There has been a fascination with Microsoft to compete with QuickBooks and compete in that market space.

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The Brite Side of Event Management

One of the most sought after abilities a person can possess in the business world is the ability to recognize potential.  Potentialcomes in all forms.  It can be in the form of an employee, an idea, or a web-based event management solution. The ability to recognize a potential solution when it comes is what sets you apart. Eventbrite, a web-based event management system, is one such solution.  Eventbrite “allows event organizers to plan, promote, and sell tickets to events (event management) and publish them across FacebookTwitter and other social-networking tools directly from the site's interface.”

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Get Your Self-Service On!

Do you need to make an immediate or occasional one-time backup of your Dynamics GP databases, or maybe run a SQL job that populates your BI360 Data Warehouse?  Occasionally, you may be performing some month-end closing procedures, post a large, significant batch, or perhaps you are about to integrate a large amount of your Dynamics GP data into your BI360 Data Warehouse.  It’s critical that you make a good set of database backups to use in recovery in case of a failure, in order to refresh your Dynamics GP data into your Data Warehouse without IT involvement.  There are several ways you can create a one-time backup or run other SQL jobs, like refreshing your Data Warehouse for month-end reporting.  Here are some easiest ways, with some of the tools most people are familiar with:

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OneNote – Microsoft’s Much Ignored Power Add-In

My first experience working with OneNote was about 5 years ago at a large corporation. This company fell under Sarbanes-Oxley rules, and as such everything was in the public domain: meeting notes, invites, emails, everything. It was used by everybody and everybody felt it was a chore to use.

 

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Dynamics GP Development for Web Client with Custom Rendering

With the advent of the web client, a lot of things have had to change in the way we create customizations in Dynamics GP. VBA is not used with the web client, so right away, all those old VBA customization are going to need to be re-done in Dexterity or Dot Net. Many existing Dot Net add-ons will need to be updated to work with the web client, especially when it comes to rendering the forms for the web client.

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The Two Power Players – Power BI and CRM



At the 11th Annual KTL User Conference, I will be presenting a session on Power BI and Dynamics CRM data.  The main goal is to give users an easy way to present information in a timely and simple-to-understand format.  In the session, using Power BI, we will cover the process of building and accessing refreshable dashboards with information from Dynamics CRM and Dynamics GP.  In the session we will discuss/demo the following:

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