Tips & Tricks

How to Refresh a Business Central Sandbox Environment and Copy a Company

To refresh a Sandbox environment in Business Central, you need to delete the Sandbox and create a new one. There is no refresh option…

The Amazing Power of Profiles

Chrome profiles are much more robust and functional than just the incognito mode that many power users use and know. They allow a user…

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

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…

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

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…

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

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…

Table Browser Extension for D365FO: Part 1 Create a Bookmarklet

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…

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

A common request from clients who utilize shared mailboxes for communication between their customers is to configure automated responses. Most people are aware of…

Microsoft Teams Meeting Tips

With the recent increase in remote work, and the rapid adoption of Microsoft Teams as one of the top chosen services to maintain business…

NetSuite Queries 101: Saved Searches

NetSuite Saved Searches are a great tool for creating queries that can help pinpoint and store data for analysis and decision making. They are…

Integrating Concur and NetSuite Using Celigo

When companies are looking to expand their expense and AP automation capabilities beyond NetSuite, one of the first solution providers that comes to mind…

Video Teleconference Services Tips

With close to 90% of the United States population currently under stay at home or shelter in place directives, the use of video teleconferencing…

SuiteApp Spotlight: Solution 7 – Excel Financial Reporting & Planning

Financial reporting and planning are rarely one size fits all. Every client is unique with a variety of personal goals and challenges to overcome…

Forget About Doing a “Reclass” Entry to Fix a Transaction Coding Mistake in Dynamics GP

Here are a few questions to get you thinking about using a Dynamics GP reclassification entry: Are you creating endless journal entries to reclass…

PowerToys in Windows 10 – Shortcut Guide

This blog was originally part 4 of a 4 part series on PowerToys. However, as with everything Microsoft, PowerToys has received some updates. Now…

Disaster Plan Considerations for Shortages in Available Staff

Disaster recovery testing scenarios too often consist of a random technical outage that focuses on the IT department, some managers/developers, and no one else….

PowerToys in Windows 10 – PowerRename

In my last blog, I discussed Microsoft’s latest go at PowerToys. Full source code is available here on GitHub: https://github.com/microsoft/PowerToys. Microsoft is looking for contributions…

How I Learned to Stop Rebating and Love Trade Allowance Agreements

Trade Allowance Agreements in Microsoft Dynamics 365 for Finance and Operations (D365FO) offer users a powerful tool to handle sales promotions, which can influence…

Top Three Reasons to Use Jet Reports for Accurate Data Reporting During the Coronavirus Quarantine

These days, finance teams are under tremendous pressure to adapt to a quickly shifting economic environment. We know that access to the most recent…

Lessons Learned: Working Remotely for Those Who Are New to It

I feel fortunate in these unprecedented times that I’ve had the luxury and privilege of working remotely for over 12 years now. Not long…

Finally, D365 Business Card Scanning Capability!

Well, this has got to be one of the most requested pieces of functionality, and finally, it is here. Every time I meet with…