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Manage Data Security When Using Power BI for Dynamics 365
Sep 28, 2019

Manage Data Security When Using Power BI for Dynamics 365

A Best Practices Session at UG Summit 2019 for how to manage Power BI security in the context of Dynamics 365 data. I’ll take you through the data and security between the two applications, and how those differences can be used to show more details & insights within the confinements of the security roles.

Categories: Microsoft Solutions, News + Events

Tags: Microsoft, Machine Learning, Power BI, Data Science, Dynamics 365, Power Query, User Group Summit 2019

What You Need to Know about Microsoft Dynamics 365 2019 Release Wave 2
Sep 09, 2019

What You Need to Know about Microsoft Dynamics 365 2019 Release Wave 2

Microsoft is releasing Dynamics 365 Wave 2 this October, and with it comes some great new features and benefits.  Read on for a few pieces of advice from our team to help you prepare!   Our Manufacturing customers often customize Dynamics 365 to suit...

Categories: Microsoft Solutions, News + Events

Tags: Microsoft, Dynamics 365, Unified Interface

Comparing the 3 Main Ways to Get Microsoft Dynamics 365 Data into Power BI
Jul 30, 2019

Comparing the 3 Main Ways to Get Microsoft Dynamics 365 Data into Power BI

There are a few different ways to get your Microsoft Dynamics 365 data into Power BI. Now that the Common Data Service connector has come out of preview and is generally available, I figured it would be a good time to have a look at the different...

Categories: Microsoft Solutions

Tags: Microsoft, Tech Tips + Tricks, Power BI, Dynamics 365

Digital Twins and Field Service: The Perfect Pairing
Jun 03, 2019

Digital Twins and Field Service: The Perfect Pairing

Understanding What Digital Twins Can Do for Modern Manufacturing.  Manufacturers are leaving a wealth of information on the table that is there for the taking through Field Service.  With an ‘Asset Digital Twin’ you could have a mirror image of your equipment in the system that is used by your Field Service organization.

Categories: Microsoft Solutions, Manufacturing Industry Insights

Tags: Field Service, Manufacturing, Microsoft, Digital Twin

Small Steps with Big Impact for Dynamics 365 Analytics
May 06, 2019

Small Steps with Big Impact for Dynamics 365 Analytics

Dynamics 365 for Sales and Dynamics 365 for Service have been positioned for years as top-tier business applications. Power BI completely ran away with the lead in the analytics application space. And now with Microsoft’s recently introduced...

Categories: Microsoft Solutions, Business Intelligence

Tags: Dynamics 365 for Sales, Microsoft, Azure, Power BI, Dynamics 365 for Service

Best Practice for Storing Reference Data from Other Systems in Dynamics 365
Mar 14, 2019

Best Practice for Storing Reference Data from Other Systems in Dynamics 365

When integrating Microsoft Dynamics 365 with other systems such as SAP, it's common to store reference/lookup data from the other systems in custom entities in Dynamics 365. For example, SAP has a payment terms table that has both a unique code (e.g., NT30) and a name (e.g., Net 30). When...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, SAP, Power BI

Connect with us at the American Manufacturing Summit
Mar 06, 2019

Connect with us at the American Manufacturing Summit

We are excited to announce we’ll be sharing the stage with Kennametal, one of our customers who is ahead of the intelligent enterprise curve.  And throughout the show, we'll be in Booth #25 showcasing our solutions for manufacturers around Connected Factory, Field Service,...

Categories: Microsoft Solutions, Manufacturing Industry Insights, News + Events

Tags: Connected Field Service, Manufacturing, Microsoft, Analytics, D365 for Field Service

Feb 06, 2019

How to Resolve Two Common Issues After Upgrading to Microsoft Dynamics 365 V9

Over the last several months, we have been helping our customers upgrade their Microsoft Dynamics 365 environments to V9.  As expected, we often need to revise custom code in JScript or plugins,  but the upgrades have gone smoothly & our customers are enjoying the benefits of...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, Tech Tips + Tricks

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