Microsoft Dynamics ERP Training

The worst mistake a Dynamics 365 Business Central / NAV customer can make

Prior to joining New View Strategies, I was the General Manager of the Business Central / NAV User Group with Dynamic Communities. “User adoption” firmly retained its place, year in and year out, in the top three list of questions/concerns/issues that were raised and discussed. I speak at multiple conferences and meetings every year, and …

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Change Management and the Change Curve for Dynamics 365 Business Central Implementation

Change will come to your organization anytime you implement a new Microsoft Dynamics 365 ERP project or enhancement. That change isn’t a one-time experience but it’s an ongoing process of user adoption, adjustments, productivity, and engagement.   Anytime there is a project or enhancement change — the end goal is to empower users to adopt …

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Microsoft Dynamics 365 Business Central and Power Automate — Filtering API Query Results in HTML Table

You can use Microsoft Dynamics 365 Business Central to automate your workflow. All you need is a valid account with Business Central and with Power Automate. Using Power Automate is a life saver and can help you in a variety of ways.   The Scenario Power Automate has a large selection of built in connections …

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Move From On-Site to Virtual ERP Training with These 5 Tips

Our world is experiencing an unprecedented crisis with the outbreak of COVID-19. Many companies have been forced to transition to a remote workforce for an unknown length of time, and in-person training has now moved to virtual training for ERP software and more. One adjustment already underway is a shift from in-person training delivery to …

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How to Maximize Your Workflow

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 …

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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 – …

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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. …

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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 …

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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 …

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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... …

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