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Tips & Tricks

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cloud data migration

Moving to Dynamics 365 Cloud ERP: Data Migration Readiness Tips

Reading Time: 7 minutes
  • April 5, 2022
  • Dynamics 365 | Technology | Tips & Tricks
Many companies do not archive master data regularly. A new Microsoft Dynamics 365 ERP project is the prime opportunity to bring over only current…
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Salesforce User Tip: How to Format a Non-Rich Text Field for Salesforce Tasks

Reading Time: 3 minutes
  • December 21, 2021
  • Salesforce | Technology | Tips & Tricks
Having built many business processes over the years, I have been frustrated by the lack of formatting for the Comments field on a task…
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Accrue Rebates D365FO

How You Accrue Rebates With D365FO Rebate Management

Reading Time: 4 minutes
  • December 7, 2021
  • Dynamics 365 for Finance and Operations | Technology | Tips & Tricks
With the April 2021 release of Dynamics 365 for Finance and Operations (D365FO), new rebate functionality was introduced. This new functionality wasn’t just new…
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how to check sign-in activity for your Microsoft Account

PSA – How to view who is signing into your Microsoft 365 account

Reading Time: 4 minutes
  • November 12, 2021
  • Office 365 | Technology | Tips & Tricks
Now that there are enough vulnerabilities and compromised systems, IT administrators are beginning to take MFA seriously. Here are a couple of blogs I…
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Microsoft Outlook Rules for Company Specific Azure DevOps Notifications

Reading Time: 4 minutes
  • October 28, 2021
  • Azure | Office 365 | Technology | Tips & Tricks
Azure DevOps (ADO) provides out-of-the-box notifications for various events. These notifications are useful if you need to be notified of various Code Builds, Release…
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file migration options

IT Tips: File Migration Project Options for Minimal Downtime

Reading Time: 3 minutes
  • August 23, 2021
  • Information Technology | Technology | Tips & Tricks
At some point in their career, every IT administrator will have to conduct a file migration project. Whether it be migrating file server data…
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how to remove an attachment from Business Central

Removing an Attached Document from a Posted Transaction in Business Central

Reading Time: 3 minutes
  • August 10, 2021
  • Dynamics 365 Business Central | Technology | Tips & Tricks
Business Central conveniently lets you attach documents to most transactions when they are being entered. You can then view any attachment at any time…
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How to Start a Cloud-Hosted Environment via Email

How to Start a Cloud-Hosted Environment via Email

Reading Time: 6 minutes
  • June 3, 2021
  • Dynamics 365 | Information Technology | Technology | Tips & Tricks
Most organizations utilizing cloud-hosted tier-1 environments are using some form of auto start and stop to help manage their Azure spend. Typically, this is…
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Windows tips and tricks

PowerShell As Admin – Easy Mode

Reading Time: 3 minutes
  • April 22, 2021
  • Information Technology | Technology | Tips & Tricks
Through your IT career you come across things very infrequently that are game changers. The best ones happen to be the most simple ones…
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How to Refresh a Business Central Sandbox Environment and Copy a Company

Reading Time: 3 minutes
  • January 19, 2021
  • Dynamics 365 Business Central | Technology | Tips & Tricks
To refresh a Sandbox environment in Business Central, you need to delete the Sandbox and create a new one. There is no refresh option…
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Google Chrome profiles

The Amazing Power of Profiles

Reading Time: 4 minutes
  • November 24, 2020
  • Information Technology | Technology | Tips & Tricks
Chrome profiles are much more robust and functional than just the incognito mode that many power users use and know. They allow a user…
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Microsoft Family Group cell phone

Microsoft Family Group – Protecting Your Child’s Cell Phone Use

Reading Time: 5 minutes
  • October 9, 2020
  • Security | Tips & Tricks
I discussed in a previous blog about how Microsoft’s Family Group service can help lock down a laptop or computer to be used by…
Read More
how to create a table browser extension

Table Browser Extension for D365: Part 3 Create Table Browser Extension

Reading Time: 4 minutes
  • October 2, 2020
  • Dynamics 365 for Finance and Operations | Technology | Tips & Tricks
This is the third in a three-part series discussing Microsoft Dynamics 365 Finance and Operations (D365FO) in the context of the browser. In part…
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convert bookmarklet to browser extension

Table Browser Extension for D365: Part 2 Convert Bookmarklet to Browser Extension

Reading Time: 5 minutes
  • October 1, 2020
  • Dynamics 365 for Finance and Operations | Technology | Tips & Tricks
In part one of this series, we talked about how Microsoft Dynamics 365 Finance and Operations (D365FO) can leverage the browser and web-based technologies to…
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dynamics 365 bookmarklet

Table Browser Extension for D365FO: Part 1 Create a Bookmarklet

Reading Time: 3 minutes
  • September 30, 2020
  • Dynamics 365 | Technology | Tips & Tricks
With Microsoft Dynamics 365 for Finance and Operations (D365FO) Enterprise Edition having a web-based client, all sorts of opportunities for new web-centric interactions open…
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How to Set Up Automatic Replies From Shared Mailboxes

Microsoft Power Automate: How to Set Up Automatic Replies From Shared Mailboxes

Reading Time: 3 minutes
  • July 21, 2020
  • Office 365 | Technology | Tips & Tricks
A common request from clients who utilize shared mailboxes for communication between their customers is to configure automated responses. Most people are aware of…
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Teams meeting tips

Microsoft Teams Meeting Tips

Reading Time: 4 minutes
  • June 23, 2020
  • Microsoft Teams | Technology | Tips & Tricks
With the recent increase in remote work, and the rapid adoption of Microsoft Teams as one of the top chosen services to maintain business…
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NetSuite Saved Searches

NetSuite Queries 101: Saved Searches

Reading Time: 4 minutes
  • June 16, 2020
  • NetSuite | Technology | Tips & Tricks
NetSuite Saved Searches are a great tool for creating queries that can help pinpoint and store data for analysis and decision making. They are…
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NetSuite and Concur integration

Integrating Concur and NetSuite Using Celigo

Reading Time: 3 minutes
  • June 3, 2020
  • NetSuite | Technology | Tips & Tricks
When companies are looking to expand their expense and AP automation capabilities beyond NetSuite, one of the first solution providers that comes to mind…
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video conferencing tips

Video Teleconference Services Tips

Reading Time: 4 minutes
  • May 27, 2020
  • Microsoft Teams | Technology | Tips & Tricks
With close to 90% of the United States population currently under stay at home or shelter in place directives, the use of video teleconferencing…
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