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AX7 – Uniqueness of Data Entities’ Public Name

When you need to create custom data entities from scratch or create copies of existing entities you need to be aware of the need for having an unique Public Entity Name . If you want to know about...

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Changing Ship To Address on an SOP Transaction

Pull up the SOP transaction in the Sales Transaction Entry window, Click on the blue arrow next to the Customer ID field In the Sales Customer Detail Entry window, click on the Ship To Address...

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Tip #554: Recently Visited Items in Outlook Client

One fantastic time saving feature in Dynamics CRM is recently visited items. In CRM in browser, if I click the drop-down arrow by an entity tile, I will see the recently viewed records for that...

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Basics of building native client capable of C2 authentication with Retail Server

The article How to access Retail Server in managed code demonstrated a way to access Retail Server in Anonymous context. This article will explain how to communicate to Retail Server in C2 context, or,...

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T&E Expenses Trends and Drivers for 2016 – Infographic

2016 is officially here and with companies planning to spend upwards of 10% of their total annual revenue on Travel & Entertainment Expenses, it has become increasingly important for these...

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T&E Expenses Trends and Drivers for 2016 – Infographic

2016 is officially here and with companies planning to spend upwards of 10% of their total annual revenue on Travel & Entertainment Expenses, it has become increasingly important for these...

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Affordable Care Act (ACA) – ability to generate 1095-B and 1095-C forms

New functionality has been added to Dynamics AX 2012 R2 and R3, providing employers the ability to generate 1095-B and 1095-C forms. In addition, employers have the ability to electronically generate...

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Rule of Thumb | Closing Fiscal Period per Transaction Type

I am starting the new year with a new exciting old feature which; as I humbly believe , is not commonly known among the Dynamics GP community users. This is related to closing or opening fiscal...

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Rule of Thumb | Keeping track of the Actual Ship Date of Shipments

When entering a receiving transaction, managing dates is an important point that shall be well managed in especially as part of vendor evaluation. Therefore, regardless of the document date which is...

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22 de Febrero: FieldOne & Microsoft Dynamics CRM

Abstract: Aprender a configurar FieldOne y la administración de los elementos que se utilizan entorno a una Work Order. Agenda: …

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NRF - Julafton för handlarna

På söndag drar det igång, årets stora retail mässa NRF . NRF , denna grund för teknisk innovation och en viktig möjlighet för handlare från hela världen...(read more)

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The Great Debate: Dynamics CRM Connections vs Lookups

Microsoft Dynamics CRM connections are an excellent way to establish relationships between almost any records in CRM without having to create custom relationships between the entities. The big question...

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CLONING SharePoint 2013 ENVIRONMENT

The following instructions describe the procedure to clone SharePoint environment from one server to another. The procedure is consisted of the following sections: Server operations Database...

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Purchased item landed cost in AX 2012 R3

A purchased item’s landed cost is the total price of the product once it has arrived at the buyer’s door. The landed cost includes the original price of the product, all transportation fees...(read more)

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Customization of Core vs Custom Entities

I get asked a lot when should someone create their own entity vs re-using and customizing the built in entities provided by Dynamics CRM. There is no straight-forward answer to this or “thou...

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Dynamics GP Promotions – ‘Give Me 5’ Announced for 2016!

Microsoft is once again offering its popular “Give Me 5” promotion.Through June 27, new customers can license the Dynamics GP starter pack—the first three full concurrent client access licenses...

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Ledgeview Partners Complimentary Resources for CRM

Are you new to CRM and want to learn more about Microsoft Dynamics CRM or Salesforce or maybe even both? Or maybe you are looking to get more out of your current Dynamics CRM/Salesforce platform?...

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What is Workflow in Microsoft Dynamics GP?

Most of us have probably heard the term ‘workflow’ in relation to Microsoft Dynamics GP.But, what exactly is workflow?Workflow is a systemWorkflow is the system that you installed with Microsoft...

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T4 and T4A Report Package

Encore Business solutions is pleased to announce that we are providing T4 and T4A report packages for use with the Microsoft Dynamics GP Canadian Payroll module.These reports will allow you to be able...

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January meeting of the D/FW CRMUG Chapter is tomorrow

Hi Everyone, The January meeting of the Dallas/Ft. Worth chapter of the CRMUG meets tomorrow in Irving, Texas. Please feel free to join us.  Here is the registration link.

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