Automating assignments translates into a feature known as “workflows.” Workflows unite the work of separate departments or users into one universal process. We will cover all topics about how workflows can save time in your budgeting process, specifically when it comes to common ones such as month-end close reports. Assignment workflows mold the foundation of […]
continue reading...Microsoft Dynamics ERP Training
What is Microsoft’s Initiated Maintenance?
Microsoft performs multiple types of system maintenance on Microsoft management environments. These updates are critical for the cloud service. Please see below for a few types of updates that we receive from Microsoft. Critical Operating System security updates – exceptional cases Cloud infrastructure updates - monthly Dynamics 365 for Finance and Operations Platform updates – […]
continue reading...SmartList Designer 101 – Powerful Reporting at Your Fingertips in Dynamics GP
There’s no question that your data, locked away safely in the depths of your GP system, can give you a great deal of insight into the operations of your business. Getting it out of the database and into an intelligible form, on the other hand, can be a daunting task, especially if you have very specific criteria. […]
continue reading...Have a GP Question? Get Help from Your Peers in These Dynamics GP Forums
Whether you’re new to Dynamics GP, or have been using it for years, occasionally, you probably come across a question or issue you’re not sure how to solve. When that happens, you usually have two choices. One, Google your question until you find the answer published on a webpage hidden somewhere in the depths of […]
continue reading...Need Microsoft Dynamics Year-End Prep Tips? Join us for a Webinar.
Receive valuable tips and learn about resources to help get your Microsoft Dynamics year-end processes done quickly & painlessly. Complimentary but space is limited, so be sure to sign up early. Conducted by the TrinSoft Dynamics Consulting Team. NAV Year-End Prep Webinar Date: Tuesday, December 4 Time 2 p.m. ET Register Now! GP Year-End […]
continue reading...GP Tricks – Creating Trial Balances for Non-Sequential Accounts
Have you ever had the need for a trial balance with non-sequential account numbers? For example, you’d like GL Trial Balance detail of accounts 6100 and 6520, but not the accounts in between, so you can’t use a range. You can create your custom report using the GP Trial Balance and Navigation Lists! Here's how... […]
continue reading...Join an Insight Works’ Presentation at Major NAV Events this Fall
Event and conference season for Microsoft Dynamic users and partners kicks off September 30, 2018, with Directions North America taking place in America’s finest city San Diego, California. Since our inception in 2008, Insight Works has been supporting the Dynamics community. This year is no different and with our recent expansion into Europe via our […]
continue reading...Get More in the Cloud with Dynamics 365 Business Central
When you’re running a growing business, it can be hard to have a complete view of your financial picture and overall performance. As you grow in this economy, you need access to the information that matters most to your business. And all members of your team needs an accurate, timely look at what’s most important […]
continue reading...Are You Prepared for Changes to Development in Dynamics 365 for Finance and Operations?
Are you prepared to be a developer in Dynamics 365 for Finance and Operations? Are you aware of the major changes that have taken place within the product? A lot has changed in the world of Dynamics AX development and if you haven't started preparing, you should. For a little more background, I put together […]
continue reading...