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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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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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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The wagon train was rolling… rolling, San Antonio was ready, and the Dynamics 365 experts came out in force to make the 2nd annual Dynamics Con Live, September 14-16, 2022, a huge success! All the hard work to prepare the content in the tracks: Finance and 0perations (FO), Customer Engagement (CE), Business Central (BC), Great…

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If you are looking for a unique LIVE event serving the Dynamics 365 community, then you must check out Dynamics Con Live in San Antonio! About DynamicsCon Live This is a 3-day event that feels like a Dynamics 365 sleep-over camp. All the F & O folks will be in one room for the entire…

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Everyone has heard the saying “two heads are better than one”, but what if there isn’t a way for these heads to easily share their thoughts and opinions? In today’s modern workplace, being able to effectively communicate and collaborate is the key to getting things done. This is even more apparent if a large portion…

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At Microsoft’s Inspire conference this past July, an exciting announcement was made specifically for government and public sector customers around the globe who are on the hunt to optimize their digital capabilities, with specific privacy needs in mind. It’s now time to put the bow and arrow away because the hunt is over with the…

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Microsoft Dynamics 365 for HR is making a big move from the stand-alone version of the application and F&O is waiting with open arms. Starting in July of 2022, new customers must provision environments using HR licenses in the F&O LCS infrastructure. The team at Microsoft is still reviewing the particulars for those already using…

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Dynamics 365 Project Management

We recently had a customer that was having issues converting a Sales Order into a Purchase order in the Dynamics 365 Project Management module. During the conversion the unit price on the Sales Order was changing to an incorrect unit price. Needless to say, the client spent days scratching his noodle and banging his head…

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