Blogs

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We reached out to the user group community on what they thought about Summit over Skype interviews. We had interviews with MVPs, speakers of Summit, board members, members that are in the blogs daily and more – we asked and listened….and recorded! If anyone should be telling you about why attending Summit is a must, it’s YOUR community. So, hit play and check out what they said! --> D365UG - https://youtu.be/38Kvu7H_K30 --> AXUG - https://youtu.be/i4PjBXv-aBA --> CRMUG - https://youtu.be/lGkjU3X1Epk We hope to see you in Phoenix – mixing and mingling with all your peers. Learn more about Summit Phoenix after you watch the video. ...
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In the past, many large enterprises have felt the need to choose between ERP and CRM. They didn’t feel they could justify the expense of implementing both, let alone integrating them together. Often, the choice of which system to implement came down to whether the organisation saw its profit drivers as being internally or externally-driven. A sales-focused organisation might have decided it would gain a greater advantage from an external-looking system like CRM. The differentiator for these kinds of organisations, after all, is external relationships – and that’s where a CRM system comes into its own. An electronics manufacturer, on the other hand, might have ...
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Shake up your routine this fall at  Summit Phoenix . Summit Phoenix,  October 15-18 in Phoenix, AZ,  is the ONLY place you can get answers to your burning questions—without Googling—through:   Dynamic content.   Lively networking.   Authentic community.   Learn from peers, industry, and technical experts in 650+ sessions across the user groups. Make lasting connections over food, cocktails, and software, to fuel your conversations for months.     Summit is an unparalleled experience. Why? Because it’s created for users, by users. An UnGoogleable Experience ...
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A business isn’t just about selling and sales. For the smooth functioning of a business’s day to day sales, their purchases need to be aligned first. As a business owner, if you aren’t able to manage your purchases, all other functions succeeding it can be affected adversely. The job of managing purchases within your business can be very messed up at times with bulk purchases being handled manually. It also makes it more prone to mistakes and hence more time and efforts to rectify it. To your relief, there is now an easy way available to manage purchases in Dynamics CRM. With the help of an effective plugin like Purchasing Assistant , you can now complete ...
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One of the highlights of the year is to see the D365UG|AXUG community recognize and reward those individuals that have made significant contributions of their time and expertise to educate and connect the greater D365UG|AXUG community. For those of you not familiar with the All-Star award program, please take a few minutes to read through the information below and  submit your D365UG|AXUG nominations now !   before the July 27th deadline. Then get ready to vote in August for those extraordinary All-Star volunteers!  Awards will be announced at the annual  D365UG|AXUG Summit Conference ; so b e sure to join us October 15-18 in Phoenix, AZ ...
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How many times have you checked your eMail today? I'm willing to bet that you're monitoring at least one of your eMail apps while you're reading this blog. The fact that most of us are glued to our eMail makes apps like Outlook an attractive destination to plug in new functionality. Microsoft offers many different flavors of Outlook plugins, including two that extend Dynamics 365 functionality: the Dynamics 365 Client and Dynamics 365 App . Dynamics 365 Client vs App for Outlook Both work with Outlook, but they have different functionality and footprints. The Dynamics 365 App for Outlook is a Microsoft Office add-in that provides a Dynamics 365 ...
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Before We Get Started... Microsoft made the Dynamics 365 App for Outlook available just a few months ago, and many folks have written excellent articles on the topic. I would recommend you review the Microsoft Documentation site for these articles " Deploy Dynamics 365 App for Outlook " and " Dynamics 365 App for Outlook User Guide ". Once you understand how the app is deployed and how it works, the rest of this article will make more sense.... READ MOR
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Please Vote up this idea for automating and better managing Loads in Intercompany scenarios https://experience.dynamics.com/ideas/idea/?ideaid=557d6ff9-307a-e811-9cca-0003ff68ec32 Happy DAX'ing! #AX2012 #D365 #D365FO  ​​​​
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Hey All, I am really excited as this will be my first summit to attend.  Any advice to get the most out of this experience?  Any and all feedback welcome!
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Dive in Deep. Emerge an Expert. Announcing Focus EMEA. Are you looking to challenge yourself to grow professionally? If so, look no further than Focus EMEA , an upcoming deep-dive, advanced training conference. Content is split into two-day mini-conferences for Microsoft Dynamics 365 users: 5-6 September: London, England 13-14 September: Copenhagen, Denmark Why You Should Attend Focus EMEA Focus EMEA is unlike other user group EMEA conferences because it's about diving deeper into exclusive topics most pertinent for success in specific roles. The purpose of Focus EMEA is to allow the participant to concentrate their attention on getting ...
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There’s only  one week left to save $400 on your Summit Phoenix registration . Don’t wait to register and miss the  lowest price offered  - the price increases after Thursday, June 28. Register Now: AXUG | CRMUG | D365UG Why attend Summit Phoenix, October 15 -18?  Summit Phoenix is an unbeatable way to get answers to your burning questions that will boost your ability to succeed in your job every day. What you learn at Summit Phoenix will fuel your company for years to come. Content line-up released At Summit Phoenix, “content is king and networking is queen!” With over  650 sessions to choose from  across all user groups, ...
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Get away from your desk to connect in-person with peers, friends, and experts in a lively, engaged environment at  Summit Phoenix, October 15-18 . Summit Phoenix is   your place   to share product insights, trouble-shoot your toughest challenges, and walk away with lifelong friends and more new knowledge than you thought possible.  Early Bird Pricing Ends June 28   You’re running out of time to save big on your Summit Phoenix registration. There’s only  14 days left to SAVE $400  before the price increases after June 28. Don’t miss this discount. Register now: AXUG | CRMUG | D365UG Hear From Peers in Summit 2017 Video Learn why ...
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Back in the day of System 34, 36 and 38, a user would readily have a hardcopy manual that would offer explanations of the product along with detailed steps on how to perform a function or process. Pages would include handwritten notes or scribbled thoughts filling up the columns. Every once in a while, the manual with coffee stains and faded yellow highlighted words would resurface from the cubicle drawer for a forgotten step. Gone are those days of keeping a hard copy manual! Today, links are shared, Google is searched, and users become thrown into a loop of finding a straightforward answer until now. Being able to provide a manual whether it be ...
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Considering making the move to   Dynamics 365 for Finance and Operations ? You’re not alone! Most Dynamics users are currently planning for the migration or are already live on Dynamics 365. So… where do you begin? Upgrading vs. Re-Implementation Step #1 is figuring out if you should Upgrade or Re-Implement. This may seem to be a difficult question, but most customers we have worked with figure out their ideal path to Dynamics 365 for Finance and Operations rather quickly. While the reasons are numerous, here are some of the most typical decision points to determine if an upgrade or a re-implementation is the right path. Check out our most ...
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Dynamic Communities and Microsoft are working closely together to bring you a series of great learning opportunities in the coming months. Here are two events we want to make sure are on your calendar:   CRMUG Summit Phoenix Join us October 15-18 in Phoenix for  CRMUG  Summit Phoenix.  Attend this event for over 175 dedicated sessions to Dynamics 365 for Customer Engagement, legacy Dynamics CRM, and complementary Microsoft technologies like Power BI, PowerApps, and Flow. At   CRMUG  Summit , you’ll team up with user group peers, All Stars, and MVPs to turn your online support network into real-life connections! You’ll dive in to share your knowledge… ...
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Dynamic Communities and Microsoft are working closely together to bring you a series of great learning opportunities in the coming months. Here are two events we want to make sure are on your calendar:   D365UG Summit Phoenix Join us October 15-18 in Phoenix for  D365UG  Summit Phoenix .  Attend this event for over 400 dedicated sessions covering everything across the Dynamics 365 portfolio, and complementary Microsoft technologies like Power BI, PowerApps, and Flow. At D365UG  Summit , you’ll team up with user group peers, All Stars, and MVPs to turn your online support network into real-life connections! You’ll dive in to share your knowledge… ...
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Dynamic Communities and Microsoft are working closely together to bring you a series of great learning opportunities in the coming months. Here are two events we want to make sure are on your calendar:   AXUG Summit Phoenix Join us October 15-18 in Phoenix for  AXUG  Summit Phoenix .  Attend this event for over 200 dedicated sessions to Dynamics 365 for Finance/Operations, legacy Dynamics AX, and complementary Microsoft technologies like Power BI, PowerApps, and Flow. At AXUG  Summit , you’ll team up with user group peers, All Stars, and MVPs to turn your online support network into real-life connections! You’ll dive in to share your knowledge… ...
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Add Pre-Conference Academy to your registration for extra training! It’s already time to start planning your trip to  Summit Phoenix happening October 15 – 18 . Whether you’re a technology user or partner, Summit has something for you with dynamic sessions, a robust exhibitor community, and the opportunity to network with professionals in similar careers. Early Bird Pricing – Don’t MISS OUT on Savings Don’t delay your registration and  save $400 today with Early Bird pricing ! The  price increases on June 28 , so don’t miss this limited time offer.  Register with your user group:   AXUG Summit   |    CRMUG Summit    |    D365UG ...
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Authored by: Chris Rusing In part one of this blog, I discussed the important configuration setup that must be addressed prior to importing data through data management. If you haven’t done so already, please read this blog . Part two of this series will provide examples of errors you may receive while importing data and how to troubleshoot them. Before we get into the different types of errors you may encounter, I want to quickly demonstrate where to navigate to see these error messages. When an import fails, go to the top left corner and click View execution log . Once you are there, click on the Staging log details button in the top ...
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“Volunteers do not necessarily have the time; they just have the heart.” ~Elizabeth Andrew As a community built by users for users, D365UG relies on Members' volunteer efforts to grow and flourish. Each of us has valuable knowledge and experiences to share. To further support and recognize your involvement as a User Group volunteer, we are pleased to share these exciting resources supporting the entire community of current and prospective D365UG volunteers! Have you joined the incredible network of D365UG volunteers? D365UG's vibrant community of volunteers help their peers by sharing their knowledge and experiences. Through volunteering, you’ll ...
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