One of the challenges for organizations is the ability to access relevant information to make informed decisions. With Microsoft Dynamics 365 for Financials, it is easy and quick to set up and access relevant information for your business with Key Performance Indicators (KPI’s). These KPI’s in Dynamics 365 help you to very easily set up charts, which provide you information at a glance or drill down into the...
Many of you may have already heard about Dynamics 365, the next generation of business applications from Microsoft. If you are like us, you probably have many questions about how this transition will affect your current CRM implementation. As InterDyn BMI's CRM Practice Manager, I will do my best to answer common questions about this transition and also talk about some of the new features that will be available in this upcoming release...
I wanted to take a minute and share a support case I recently had with a customer. Here’s an important thing to know about Microsoft CRM: You should never create the CRMService account as a user in CRM (this is not the same as the CRM Admin Account you used to run the install). When this customer called for help, I was able to witness what happens if you do...
If you are a small to mid-sized business owner, you know that identifying trends can be a timely, frustrating and laborious process that requires data manipulation and intimacy of the underlying data. In many companies, this manual process often times relies heavily on Excel. It is something you know you need to do but finding the time, well, that’s another issue. With Microsoft Dynamics 365 for Financials and Power BI, you can...
In this post, and many yet to come, I'll be blogging about Microsoft Dynamics CRM: technical information, usage, customer success stories and many more aspects of the product. I am the CRM Product Manager at InterDyn BMI and have spent over 4 years as a CRM technical and support consultant. During this time, I have done 20+ CRM installs/upgrades, working with systems all the way back to CRM 3.0.
I wanted to share an issue with deploying Microsoft CRM 2016 that I have come across a few times regarding the configuration of the...
One of the challenges and priorities of any business owner is cash management: monitoring cash and ensuring it’s positive. Microsoft Dynamics 365’s easy-to-use interface gives you quick access to KPIs and reports to help you better manage cash no matter where you are. In Dynamics 365, reports, like a statement of cash flow or customer aging, can easily be scheduled to generate at any frequency...
InterDyn BMI is extremely honored to announce that AJ Ansari, our NAV Product Manager, was awarded NAVUG All Star at this year's User Group Summit, along with Anthony Darden from Protective Industries & Steve Chinsky from Columbus IT.
The recipients of the awards were presented at the 2016 NAVUG Summit in Tampa, FL.
"NAVUG is so fortunate to have Members in our community like Anthony, AJ, and Steve. This past year they have shared their Dynamics NAV knowledge with the community...
Dealing with sales tax can be a ghoulish task, especially if you do business in multiple states. The rates and rules vary widely by state and it can be frighteningly difficult to know how to calculate and apply them correctly. Take Halloween, for example. Who doesn’t love to dress up in costume, carve pumpkins and indulge in seasonal sweets? But figuring out if and...
It’s personal to all of us – making sure our payroll is right. InterDyn BMI understands that and we are here as your Dynamics GP Payroll experts!
Quarter 4 is the time to consider “lighting up” the payroll module you likely already own. It’s also the time to consider bringing the information in house so that your HR team has access to results and will end up in your GL for reporting.
To help you learn, we have a LOT of great educational LetsLearn Webinars on just this important topic...
Darcy Watson, CAE of Association Management LTD (AML), is the IT Manager for the company as well as 10 association clients. With 16 years of experience using iMIS, Darcy's role is to provide strategic technology planning and forecasting as well as develop association websites, event websites, mobile apps...
