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Armanino Dynamics Blog

Armanino Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

Monday, February 23, 2015

Are you ready for Convergence 2015?

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We are thrilled to be participating at Convergence 2015 this year. With just three short weeks until the conference, the Armanino team is busy planning and preparing for the big week.

Remember to check out the agenda featuring speakers like Microsoft's CEO, Satya Nadella and Kirill Tatarinov, Microsoft's Executive VP for Business Solutions. If you're already registered, don't forget to choose your sessions in advance using the schedule-builder.

According to the recent MSDynamicsWorld post on Convergence, the style of the event has changed for 2015 while still maintaining a robust overall message. Past attendees will experience the same quality they expect and first-time attendees will enjoy all the benefits of a broadened event scope.

Alongside fantastic speakers and sessions will be the expansive Microsoft Solutions and Expo Experience. There will be time each day to visit the Expo and we look forward to seeing you at the Armanino Booth (#242) throughout the week. We are excited to showcase a number of awesome solutions and services, including great demos of the 2015 releases alongside pre-built modules for revenue recognition, warranty management, stock count import, and supply chain integration. Also, come learn about Dynamic Insights powered by QlikView, Adaptive Insights, and PrecisionPoint to enhance your ERP and CRM data with this all-in-one reporting and analytics tool.

As the Dynamics leader for high tech manufacturing, life sciences, and professional services industry verticals, we're excited to share how we can combine Microsoft Dynamics and our custom solutions work for your business needs.

Be on the lookout for our very own Guide to Convergence coming out later this week with information on navigating Convergence 2015 and contact information for the attending Armanino team.

See you at Booth #242 in the Expo during Convergence next month! 

Friday, February 20, 2015

Microsoft PowerBI Presentation at Kansas AXUG Chapter Meeting

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For Dynamics AX users in the Kansas area, don't forget to check out next week's AXUG Chapter meeting! Noah Kluge, Armanino's PrecisionPoint guru, will be presenting on Microsoft PowerBI.

If you've heard of PowerPivot or PowerView (aspects of Microsoft PowerBI), but you're not sure how they work, what's available, and in which version of Excel, this meeting is the place to gain a better understanding of the solution and how it can benefit your team. Join Noah to learn about these features and how to view the results in an AX-based data warehouse.

This meeting will be a great opportunity to learn more about these robust features in Microsoft PowerBI as well as network with other AX users in the area to share experiences and best practices.

Register today via the AXUG site.

Meeting Details
Date:
  Wednesday, February 25th
Time:
  11:30 am - 2:00 pm
Location:
  Microsoft offices
  10801 Mastin Blvd., Suite 620
  Overland Park, KS

Discover more about Dynamics AX and business intelligence.

Tuesday, February 17, 2015

The Supply Chain Interface Module for AX – What Can It Do for You (Part 2)

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Armanino’s Supply Chain Interface module not only helps you import data into Microsoft Dynamics AX, but can also facilitate data integration in your day-to-day business processes.  In my previous Supply Chain Interface blog, I discussed some of the features and functionality available with this module. This time around, I’m focusing on ways in which some of Armanino’s customers are using the Supply Chain Interface module on a regular basis now that they’re live on Microsoft Dynamics AX.

On the financial side:
  • One customer uses the transaction type, D_MIG_GL, to create a weekly payroll journal which tracks thousands of employees across two companies. It includes detailed payroll data such as worker number, check number, earning code details, project ID, hours worked, rate and amount. These then get charged to the project for accurate margin reporting.
  • Another client uses this same transaction type for importing expenses from an external travel and expense application. Their import includes both the ledger expense account and bank information.
  • After one customer acquired another company, they used D_MIG_GL for a period of time to automate creation and posting of ledger transactions for that company until they were able to get that entity moved into AX.
  • Another transaction type, D_MIG_OPAR, is utilized by one client to import miscellaneous revenue into AX as free text invoices. This makes it possible to print the free text invoices, after which the Accounts Receivable periodic process for free text invoicing is run to batch-post and automatically email the free text invoices to the customers’ contacts.

Thursday, February 12, 2015

Update Rollup 2 for Microsoft Dynamics CRM 2013 Service Pack 1 is now available!

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On January 28, 2015, we received notification that Microsoft had released Update Rollup 2 (UR2) for Service Pack 1 (SP1) for Dynamics CRM 2013. However, the files were not officially available for On-Premises customers to download until February 6th. They are now available at this page.

To clarify, the latest numeric and acronym versions of CRM 2013 are 06.01.0002.0112 and SP1 UR2, respectively.

A comprehensive list of all 100+ fixes can be found near the bottom of this page. There is something for all CRM users! We are particularly relieved to see these four:

Tuesday, February 10, 2015

How to Display Item Group (and more) in the Item List Grid on Dynamics AX 2012

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We've heard a number of people expressing concern about Dynamics AX 2012's inability to view the item group and other attributes on the item list like was possible in AX2009. Allow that frustration to disappear with this step-by-step solution below!

When you go to the List Page of the items in AX2012 (Product information management > Common > Released products), you are limited to what item related fields can be added to the list page, including item group.  However, you are rather unlimited to what you can add to the Grid view of the item master form.

Thursday, February 5, 2015

Dynamics GRC Day - Essential Event for Risk Management in Microsoft Dynamics

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Going to Convergence? Don't forget about Dynamics GRC Day on March 20th in Atlanta! Even if you're not attending Convergence, you are still welcome to register for GRC Day.

Dynamics GRC Day is an essential event to learn about key issues and strategies surrounding security, risk, audit, compliance, and government. This one-day event features sessions on Lifecycle Services, a Risk Assessment Workshop, Native Controls in a Dynamics Environment, and more for 4 possible hours of CPE credit.

Armanino's own Jeremy Sucharski, Partner for Governance, Risk, and Compliance practice will keynote the event.

Learn more and register today!

Tuesday, February 3, 2015

Installing Chunk Files in Dynamics GP

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Check out today's how-to guide for installing chunk files in Dynamics GP!

Designate a computer on which to perform the installation process (Installation Computer). The Installation Computer should run GP natively from a local or mapped network folder. The installation process would typically start with the SQL server and then proceed to each terminal server in that order. However, it doesn't have to be the same computer that is running SQL Server, so long as the ODBC settings are pointing to the correct SQL Server.

Wednesday, January 28, 2015

Upgrade Paths to Dynamics GP 2015

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Dynamics GP 2015 has arrived! As the person responsible for Armanino’s upgrade practice, I wanted to share the upgrade paths required to get to version 2015 from previous versions of GP.  Microsoft has historically required specific minimum Service Pack levels before you can make the jump to the new versions.

This is how the typical upgrade paths look for SQL-based versions:

Monday, January 26, 2015

Scott Mangelson Named to Armanino Partnership

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Armanino recently named Scott Mangelson amongst the newest partners to be added to the Armanino leadership team. Scott has over 20 years experience in sales and marketing with consulting experience in seven countries.

Andy Armanino, managing partner at Armanino noted of the partner additions, "Each of them possesses a passion for serving our clients and acting as leaders in the firm by ensuring top-of-the-line quality client solutions and preparing our staff through guidance and mentoring."

As the head of Armanino's Microsoft Dynamics CRM practice, Scott is no exception. Learn more about Scott Mangelson and the rest of the Armanino leadership team.

Read the full Nasdaq Globe Newswire announcement about Armanino's newest partners.

PrecisionPoint Names Armanino as Exclusive North American Distributor

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 Earlier in January, PrecisionPoint and Armanino announced an exclusive partnership. The partnership is an extension of a long commercial relationship and both teams are excited about this new endeavor. Armanino will be the exclusive North American distributor for PrecisionPoint, a global business intelligence software developer, and the North American staff at PrecisionPoint will join Armanino's consulting team. 

Learn more about the exciting partnership and read the full announcement on Nasdaq's Globe Newswire or check out the report from MS Dynamics World.