How To Guides Archives - Dynamic Consultants Group

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Accounting Dynamics 365 Business Central How To GuidesA List of All 521 Built-In Reports in Dynamics 365 Business Central

From prospects and potential customers to current customers and even consultants, many people have been looking for a list of the built-in reports in Microsoft Dynamics 365 Business Central. Some have found it. Some have even posted about how to get to them. However, we’ve taken the time to compile it into a list form for you. We have heard your cries of frustration and anger at the lack of a simplified list of all...

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Dynamics 365 for Sales How To GuidesHow to Create Analysis Reports in Dynamics 365

Genna Joudrey2 years ago13 min

Analysis reports in Dynamics 365 are custom reports based on records of your posted transactions. Sales managers can analyze turnover and KPIs, whereas purchasers can study volumes and pricing. Within these customizable reports, the source data can be combined, compared, and presented in meaningful user-defined ways. This blog post will explain how to set up line and column layouts, how to set up analysis templates, and how to create a new sales analysis report in...

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How To Guides Microsoft Dynamics 365 Power Apps Power AutomateBuild your Expense Report with a Power Apps – Canvas App

Samantha Summers2 years ago4 min

Microsoft Power Apps gives you the ability to build professional apps that empower your team to get started quickly. Your team will have access to pre-built templates, drag-and-drop simplicity, and rapid deployment. The apps developed can also provide your developers with the tools to seamlessly extend capabilities with Azure functionality. Canvas apps within Power Apps is a more efficient way to create and customize an app where you can manage then distribute it. This blog...

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How To Guides Microsoft Dynamics 365 Tips & TricksHow to Use Job Queues to Schedule Tasks in Dynamics 365

Genna Joudrey2 years ago7 min

In Dynamics 365, job queues enable users to schedule and run specific reports and codeunits. An example of when you would want to run a job queue is if you want to run the sales statistics report on a weekly basis. This would allow management to track sales by the salesperson each week. This blog post will explain how to set up background posting with job queues, how to create a job queue entry for batch posting, and...

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Data Management How To Guides Microsoft Dynamics 365How to Audit Data and User Activity in Dynamics 365

Genna Joudrey2 years ago13 min

Dynamics 365 Customer Engagement is a leading cloud-based customer relationship management, or CRM, the solution that can drive sales, increase productivity, and improve marketing efforts through business intelligence. Included in this package is Microsoft’s stack of applications that help you collect, understand, and proactively respond to your customers’ actions. When managing your clients, there are several different areas that need to be monitored. The auditing feature logs all changes that are made to customer records and user...

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Consulting How To Guides Microsoft Dynamics 365How to Create and Delete Personal Views in Dynamics 365

Genna Joudrey2 years ago12 min

If you are familiar with Dynamics 365, you understand that the possibilities of customization are truly limitless. As a user of the platform, using Views can help you stay organized, especially when there are several accounts. A View typically defines the columns to display, how wide the columns should be, how the list of records should be sorted, and what default filters should be applied to restrict which records will appear in the list. To...

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Best Practices Consulting How To GuidesDynamically Updating a Business Process Flow in Dynamics 365

Laura Brewer2 years ago4 min

There may be situations where you want to have more control over the functionality behind a business process flow in Dynamics 365. Business process flows (BPF) make it possible to control the system behind the evolution of a record. A few examples of business flows include those found on a Lead, Opportunity, or Quote within Dynamics 365. The out-of-box BPF in Dynamics 365 usually serve as a great starting point or framework for driving progress....

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Consulting DEPRECATED How To Guides Power Apps Portals Power PlatformThe Ultimate Guide for Configuring Dynamics 365 Portals for a Public Facing Membership Application

Dustin Domerese2 years ago33 min

As some of you may already know, Dynamics 365 Portals are websites that can be customized in order to offer a personalized experience to your customers, partners, or employees. Portals integrate directly with Dynamics 365 for Customer Engagement and can surface data from the system in a public-facing way. In this learning blog I will show you how to stand up a basic public facing Membership Application which leverages Dynamics 365 Portals as its back-end....

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Data Integration & Migration How To Guides Microsoft Azure Software Development System ArchitectureWhy use Azure Functions to Facilitate Data Integration Development Patterns

Dustin Domerese2 years ago18 min

Working as a Dynamics Consultant for the past seven years has exposed me to a variety of problems to solve. From D365 Finance & Operations (FO) to Customer Engagement (CE) integrations, to using Common Data Model (CDM) or not using CDM, replacing Simple Object Access Protocol SOAP services with Function Apps or Logic Apps, and everything in between with PowerApps replacing the separate line of business applications. No matter the specifics in the scope of...

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Data Integration & Migration Data Management How To Guides System ArchitectureIntegration Design Patterns for Dynamics 365

Dustin Domerese4 years ago10 min

Connecting multiple systems requires an infrastructure that moves data between the systems. However, you often want the solution to do more than just pass data around. You want to add an additional layer of functionality on top of the functional assets that reside inside the existing applications. This layer can automate complex business processes or provide unified access to information that is currently scattered across many systems. How should such an integrating layer be designed,...

Older Posts

6 days agoOctober 2021 Leads a New Wave of Releases to Finance and Operations

2 weeks agoMaster the Art of Communication with a Microsoft Power Virtual Agent

3 weeks agoImprove Business Value When You Migrate from Dynamics AX to Dynamics 365 Finance and Operations

4 weeks agoDon’t Get Left Behind With Microsoft Dynamics GP

1 month agoDynamic Consultants Group joins the Inc. 5000 Annual list of America’s Fastest-Growing Private Companies.

HomeCategoryHow To Guides Archives - Dynamic Consultants Group - Blog

Accounting Dynamics 365 Business Central How To GuidesA List of All 521 Built-In Reports in Dynamics 365 Business Central

Dynamics 365 for Sales How To GuidesHow to Create Analysis Reports in Dynamics 365

How To Guides Microsoft Dynamics 365 Power Apps Power AutomateBuild your Expense Report with a Power Apps – Canvas App

How To Guides Microsoft Dynamics 365 Tips & TricksHow to Use Job Queues to Schedule Tasks in Dynamics 365

Data Management How To Guides Microsoft Dynamics 365How to Audit Data and User Activity in Dynamics 365

Consulting How To Guides Microsoft Dynamics 365How to Create and Delete Personal Views in Dynamics 365

Best Practices Consulting How To GuidesDynamically Updating a Business Process Flow in Dynamics 365

Consulting DEPRECATED How To Guides Power Apps Portals Power PlatformThe Ultimate Guide for Configuring Dynamics 365 Portals for a Public Facing Membership Application

Data Integration & Migration How To Guides Microsoft Azure Software Development System ArchitectureWhy use Azure Functions to Facilitate Data Integration Development Patterns

Data Integration & Migration Data Management How To Guides System ArchitectureIntegration Design Patterns for Dynamics 365

September 13, 2021October 2021 Leads a New Wave of Releases to Finance and Operations

September 5, 2021Master the Art of Communication with a Microsoft Power Virtual Agent

August 29, 2021Improve Business Value When You Migrate from Dynamics AX to Dynamics 365 Finance and Operations

August 22, 2021Don't Get Left Behind With Microsoft Dynamics GP

August 19, 2021Dynamic Consultants Group joins the Inc. 5000 Annual list of America’s Fastest-Growing Private Companies.