Dynamics 365 has standard functionality to merge duplicate customers in the Retail and Commerce module! There is a bit of manual work to complete before the magic happens, so let’s get started. First an export of all customer records will need to be created. Then the file will need to be examined for duplicates. Look…

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Blocking inventory with Quality Management in Dynamics 365 starts with Item Sampling then with Quality Associations. Item sampling dictates the scope, work or order type, and quantity of the inventory blocking. A Quality Association defines the transaction to trigger the creation of the quality order, or when inventory blocking occurs. The inventory blocking is removed…

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Ladies and gentleman, boys and girls, the event we’ve all been waiting for is almost here: THE 2022 D365 Tech Connect! That’s right, attendees from far and wide will be flying into the birthplace of aviation, also known as Dayton, Ohio. You might be thinking to yourself, “Hey – what should I expect from this…

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Financial dimensions can be a difficult concept to master in Dynamics 365 Finance.  But once they are understood, they can be a user’s bestie.  They can add power and flexibility to the General ledger.  Let us demonstrate how. What is a financial dimension? A financial dimesion is an extension of the main account.  A suffix…

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Dynamics 365 Fast Track Blog

“A leader is one who knows the way, shows the way, and goes the way” – John C. Maxwell. As Microsoft was recently named a leader in the Forrester Wave, it is evident that they know the way and show the way all when it comes to digital transformations. Over the past year, Microsoft has…

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A two-year hiatus!  The last world lottery conferences were held in 2019, delayed over the past few years by the pandemic and Covid 19. From October 13-20, 2022, in Vancouver Canada, the World Lottery Association (WLA) and the North American Association of Provincial Lotteries (NASPL) combined to host a top prize event.  Overlooking the Vancouver…

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That’s right, Community Summit NA was back and as magical as Cinderella’s Castle, especially with being in the beautiful sunshine state of Florida. Not only was it a great change of scenery from the Midwest, but it was great seeing everyone from the community gather to network and share their knowledge. As we all collectively…

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The World Lottery Summit (WLS) is happening October 13-20, 2022, in Vancouver Canada and this is a special event. It has been 10 years since the World Lottery Association WLA and the North American Association of Provincial Lotteries NASPL have combined to host the WLS.  The last joint WLS held in Montreal, Canada in 2012,…

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Local user groups are back! It was a pleasure to join 50+ people from the Dynamics User Group community at the Kentucky Lottery headquarters in Louisville this week. The employees of the lottery welcomed us into their cozy downtown space with gracious hospitality, starting with a couple of people with an oversized check directing us…

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There are a few thousand giddy folks heading to Orlando in October and they are not flocking to the house of mouse… these excited software nerds from all over the world are convening at the Gaylord Hotel and Convention Center to spend 5 days immersed in D365! Summit NA, is a community event with over…

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