February 2016 Protips to Master Microsoft Dynamics and NetSuite

Posted in Microsoft Dynamics AX | Microsoft Dynamics GP | Microsoft Dynamics NAV & NAV-X | Technology on January 29, 2016

Dynamics CRM: Workflows vs. Dialogs

Within the “out of the box” functionality of CRM, processes are a common tool used by most clients in the form of workflows to handle automated tasks behind the scenes. Another of the available process types is one that is not used as often…that is a dialog.

Dialogs are generally thought to be useful only when a guided script is needed for a support center, but in reality, dialogs not only include the standard workflow functionality of conditional branching, record updates or creation, child processes and others, but it has the added powerful feature of being able to query the CRM database in search of a record or list of records that match criteria provided in the dialog. Once the criteria is entered through prompted scripting, the data captured can be used to search for records matching that criteria and a list of those records can be displayed in the dialog for user selection purposes.

Normally this type of query can only be done through attached javascript routines, but dialog provides that tool. In addition, the dialog can also present the ability of the user to click on a direct link for the record selected and open that selected record in their screen.


Tip by: Joel Hatin, CRM Solution Architect
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Dynamics NAV: Save View as Feature

Easily customize your role center to make daily tasks easier. Within NAV, you have the ability to save a custom page to your role center for easy access. 

1. Navigate to any list page (Sales Orders, Purchase Orders, Customers, Vendors, Items)

2. Filter the page to your liking, for instance, filter only sales orders to your customers

3. Click on the dropdown arrow next to “Sales Orders” and select “Save View As”

4. Give your customer view a name and assign it to a group

5. Once you restart your application, you will see a new custom page on your role center with your custom filters in place


Tip by: Zack Marshall, NAV Associate Consultant
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Netsuite: Why Can’t I Access This?

NetSuite provides a function that you can quickly use to review the differences in permissions between roles. You can select one role to be the basis for the permissions comparison, then select one or more roles to be compared. You can choose to show a list of all the permissions or just a list of ones that are different. You can then export the data into a list as a .csv or .xls file.

Steps:

  • Go to Setup > User/Roles > Show Role Differences
  • Select the base role (its permissions are the basis for the comparison)
  • Select one or more roles to be compared with the base role
  • Choose whether to list all permissions or just the ones that differ (To list only the differences, enable the Only Show Different check box)
  • Click Show
  • To export the list as a csv or xls file, click Export


Tip by: Elizabeth Keefe, Client Account Manager
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Dynamics GP: Out-of-the-Box Excel Dash

Start using Out-of-the-Box Excel Dashboards. From just about any module, click on Excel Reports in the Navigation Pane:

When the Report loads, filter the list by entering the term Dashboard:

Mark the checkbox of the report and click the View button:

The Excel Sales Dashboard will open:

There are also numerous other workbooks within the spreadsheet to play with. Here is the Sales Dashboard example:


Tip by: Rachel Cronin, Client Account Manager
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Disclaimer: This material has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to your advisors for specific advice.