Sometimes, Dynamics GP needs to be taken offline to perform certain activities that are easiest with an empty system—such as regular maintenance, system updates, error fixes, and even year-end close. Luckily, version GP 2013 R2 and beyond have a feature that allows you to take the system offline, making these routine updates and fixes easier than ever.

Note that taking a company (or several companies—you can choose) offline only allows the offline administrator and other specified users to log into the company, but you can set a message to alert anyone who tries to access the system during that timeframe so they’re aware of the reason they aren’t able to login.

Productive changes were made to Business Central with last year’s Release Wave 2: from report visibility for bank reconciliation to more seamless integrations with Power Automate, the Dataverse, and beyond. We covered these changes in our 2022 Release Wave 2 summary blog, but there’s one change in particular we’d like to dig into further—the Financial Reporting name shift. Here are the details you should be aware of. 

It may feel like Community Summit NA 2022 just came to an end, but we’re already planning for next year, which will take place in Charlotte, North Carolina from October 15-20, 2023.

If you’re looking forward and thinking I’d like to go to Summit this year, it’s a good moment to start the process, because until January 31, Early Bird registration will provide the lowest price on all-access passes to the conference. If you can’t make that deadline, don’t worry – there are a few additional discount registration timeframes that will all provide a nice discount for you to benefit from.

1099s must be sent out by the last day of January, and if you need a refresher or first-time walkthrough for editing and generating 1099s in Business Central, we’re here to help.

We’re starting the new year off with an ongoing roster of exciting webinar offerings to help anyone using Business Central or Dynamics NAV optimize their system functionality by adding extensions, or add-ons, to their already established Business Central. If you use Business Central and have thought, “Oh, I wish the system did this,” then stick around for our monthly add-on spotlight webinars. First up this year: Multi-Entity Management with Binary Stream!

Information has never been more widely and readily available than in the hyper-fast, cloud-driven reality we have today; yet, office workers can still spend upwards of 20% of their workdays searching through digital clutter for information. Sometimes that’s due to siloed systems, departments, teams, or processes that are due for an update.

As your organization’s CRM or Power Platform system administrator, you’re responsible for overseeing the permissions, settings, and functionality available to all your users, and you want to ensure that everyone has access to what they need to do their jobs efficiently day in and day out. When new employees are added to the system, or when current users need increased permissions, each request must be reviewed and approved by you – and the faster they are approved, the faster they can get logged in and start on essential tasks.

Dynamics 365 CRM users were eagerly awaiting enhancements to grids, and this new Grid control feature is the natural evolution from the previous read-only grid control and editable grids in model-driven apps. With it, you can now edit grids and add nested grids in groupings, making it much easier to see the target data in one location. Let’s check out the other features it offers, as well.

Multifactor authentication (MFA) is one way – one of the best and easiest – to protect your organization from these threats. Available in Dynamics 365 and Office 365 applications, modern authentication and, by extension, MFA are considered standard and common today. You’ve no doubt encountered MFA before, even if you don’t know it now.

Since 2022 Release Wave 2 updates were announced around August of this year, new features have been appearing in Dynamics 365 CRM apps. Some of these are flying under the radar, while others are front and center and have not been missed. Whether the former or the latter, we wanted to raise up a few features that we find particularly exciting and useful to admin and end users!

The semiannual Dynamics 365 Release Wave updates are highly anticipated, but it’s no secret that navigating through the Microsoft documentation to research can be difficult and time-consuming, let alone remembering and tracking the progress of updates that interest you. That’s about to be a thing of the past with this new tool: the Release Planner (currently in preview).

The Release Planner is a straightforward interface for searching through update plans. It is organized by application and can be filtered and sorted by a variety of criteria, such as status, availability date, and who the update will be available for (users, admin, etc.).

The Microsoft Bridge to the Cloud promotion is a great opportunity to embrace a cloud-hosted ERP solution at a fraction of the normal cost—Business Central is available for discounted licensing, plus a guided migration path from a trusted technology solutions partner.

The promotion was first rolled out for 2022, but has been extended to give more organizations the opportunity to migrate to Business Central—however, the current benefits will end December 31, 2022. Here’s what to expect from the 2023 benefits:

Recently, Microsoft became aware of an issue where workflow completion emails have been failing to send to the originator (or creator) of the workflow. Here’s our workaround:

The term “digital transformation” has been flying around the internet for years now, and not everyone is clear on the meaning. Take the words for their component parts and you might conclude it to mean a transformation driven by technology. This is an accurate—but incomplete—description of digital transformation. It is not solely technological changes that fill the roster of digital transformation, nor can an organization hope to fully realize all that this movement has to offer if they think within such limits.

If you’re invested in making the solution you use work better for yourself and others using it, we’ve got good news. Microsoft provides a few ways to submit feedback and make your voice—and those of many other users much like you—heard.

As the clocks tick closer to the new year, we contemplate financial closing procedures to end 2022 on the right foot and put us in a prime position for entering 2023’s first transactions. So, how do you go about preparing for and closing out the year?

2022 is coming to an end, and that means situating yourself to properly close your financials and prepare your ERP for next year so there’s no hiccup in your processes when the clock strikes midnight on December 31. Make sure all your ducks are in a row now to avoid any last-minute scrambling and problems around the holidays.

Your Microsoft Partner makes just as big of an impact on your business growth as the systems themselves. From system design to implementation, customizations, and ongoing support and user trainings, they get to know your business needs and should play an active role in improving your processes and helping you plan for growth.

An excellent Partner should work with you to help your business grow and achieve long-term goals, but what if you feel like you aren’t receiving the results you need? Here are three signs that your current Partner isn’t setting you up for success:

Delayed payment processing, high processing costs, frequent manual processing errors: Does this describe your accounts receivables (AR) pain points right now? If so, you’re not alone. ERP users may face these troubles if their payments solution is not integrated. Managing the order-to-cash cycle can be easier, and you can banish those pain points with Versapay.

Total Visibility and Control in D365 Business Central: CRM, OMS and Workflow. Join Regional Sales Executive Bob Buresh and Product Leader Alex Schelhaas as they showcase the incredible value that Cavallo Distribution Cloud brings to Microsoft D365 BC. Learn how your team can provide superior customer service, gain transparency into your ordering processes and maximize efficiency with workflow and business intelligence tools.