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Three Approaches to Migrating Communication Preferences for...
Are you planning to migrate from an old-fashioned marketing platform to CRM? Are you facing the difficulty of updating communication preferences for existing contacts in CRM? Do you need to update...
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Microsoft Dynamics Partner Roundup: GP-Coupa Integration; Offender...
In this week's Microsoft Dynamics partner news roundup: Dynamics GP-Coupa Integration Pack; Cook County DoC Achieves Major Technology Upgrade;Trillium Beefs Up Dynamics CRM Data Quality;Plumbline...
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Bringing the Dynamics CRM Cloud to Canada and India
You would think that after our rapid global expansion this past year, bringing CRM Online to 130 markets and running our service out of datacenters in six regions, we would be winding things down....
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1 Million Small Businesses Now Using…
1 Million Small Businesses Now Using @QuickBooksCA Online for #accounting #Thanksamillion1 Million Small Businesses Now Using…I am so excited to again celebrate our relationship with our most important...
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Power BI Free Preview for Microsoft Dynamics CRM
In the event you are not aware, you can obtain a preview instance of Power BI for free. When you go to the Power BI sign-up page it will ask for a work or school email address. The sign-up process...
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Error "not enough rights to use table 'company data' (data area) " in Axapta
If you are facing following Error Error "not enough rights to use table 'company data' (data area) " in Axapta then you can try following steps.Solution:I tried to find security key for data area form...
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Interrupting Printing Edit Lists
Once is a fluke. Twice makes you think about it. Last month we had a client who had a large batch of sales transactions (think 1,000s of transactions). They printed an edit list, and the system...
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Mekorma MICR, Where Did My Stubs Go?
Another interesting case this past week related to Mekorma MICR Checks. A lot of our clients use this ISV solution, which works great (admittedly we sell it often for the benefits beyond the MICR...
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June 5 Blog Review
I cannot believe it is June already and summer is in full swing! Unfortunately I am not at the beach but we can make the most of it by looking at the CRM posts from this week. CRM in the Field posted...
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Upcoming Dynamics CRM JavaScript Development Workshop
Next week I’m teaching a JavaScript development workshop in conjunction with the CRMUG Academy.Academy – JavaScript Development with Dynamics CRM2015 Thursday, June 18, 2015 (10:45 AM) to Friday,...
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Next week’s Free webinar: Dynamics CRM Portable Business Logic
Next week’s free webinar:Dynamics CRM Portable Business LogicLearn the basics of configuring Portable Business Logic as an alternative to writing JavaScript.Tue, Jun 9, 2015 11:00 AM – 12:00 PM CDT...
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More CRM Online 2015 Update 1 Videos
Microsoft regularly posts videos pertaining to its Dynamics solutions on the Microsoft Dynamics YouTube channel. Back in March, xRM (www.xrm.com) published a post that bundled some CRM Online Update 1...
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How Many Ways Can Your Accounting/ERP Software Hinder Your Business?
I spend almost all of my time speaking and meeting with companies that are “in a fix.” Why? There are a few reasons, but it usually boils down to just two. Either their accounting/ERP software is...
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Case Study: Health Insurance Company Revolutionizes AP
About the Company: Founded in 1948 in the wake of World War II, Arkansas Blue Cross and Blue Shield is a not-for-profit, Independent Licensee of the Blue Cross and Blue Shield Association and the...
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GP Workflow – A Better Way to Manage Your Requisitions and PO Approvals
Tired of pushing the paperwork around? Let GP do the “paper-pushing” for you – paperless! Workflow helps you eliminate the “black hole” of your paper system - paper sitting on someone’s desk waiting...
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Hospitality Reporting and Budgeting with Dynamics
This article will zoom in on financial reporting and budgeting processes, with a focus on the BI solutions that aid the hotel and restaurant industry in financial reporting and budgeting demands, for...
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Intuit® Opens FirmoftheFuture.com to Help Firms...
@Intuit Opens FirmoftheFuture.com to Help Firms Transform Their Practices #AccountingIntuit® Opens FirmoftheFuture.com to Help Firms...In his keynote address at the 2015 California Accounting &...
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Internet Explorer Settings For Microsoft Dynamics CRM Compatibility
In our Microsoft Dynamics CRM support interactions with customers, we frequently come across errors where the CRM login fails, the user can complete the login process but finds either some components...
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QuickBooks Online Modernizes Excel Imports
.@QuickBooks Online Modernizes Excel Exports by @excelwriterQuickBooks Online Modernizes Excel ImportsUntil recently, QuickBooks Online users have been relegated to using an out-of-date document format...
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Let's clean up NAV #12 - Next Counting Period
Body: My good friend Luc van Vugt started a little miniseries on his blog with things we can do to clean up NAV. What a great idea, so here is something I have noticed. In NAV 2015 the Next Counting...
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