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10 of Our Top ERP & CRM Posts!

In the past few years, there have been a few dominant posts on our blog that consistently get searched, found, and read. They’re also the result of the hard work from our talented team. Explore ten of our most popular blog posts below:

ERP / General Posts

1. I’ve Got the Power! A Beginner’s Guide to Power Pivot, Power Query and Power BI

It seems Microsoft has been running wild recently, throwing “Power” before and “365” after many of their products! For those new to the “Power” suite of Microsoft data collection and analysis tools, it can be difficult to understand exactly what each product does. However, an understanding of the role that each has to play is critical for companies looking to get the most out of their data.

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2. Azure Active Director Domain Services: What is it and When to Use it

In order to migrate your on-premise solution, you will need to extend your on-premise Active Directory into the cloud in order to sync your identities. Before Azure AD DS, there were two options: VPN and virtual machine. Read on to learn more about why Azure AD DS represents a great opportunity when extending your AD into the cloud.

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3. Mastering the Month-End Close Process with Dynamics NAV

As with other ERP solutions, the month end close process in Microsoft Dynamics NAV is unique. This series leverages what is unique to NAV in order to help you draft your own period-end checklists and covers the following areas:

The General Ledger
Accounts Payable and Accounts Receivable
Bank Reconciliation and Re-Evaluating Foreign Exchange Balances
Fixed Assets and Inventory

4. Debating the Cost of Business Central vs. NAV On-Premises

We considered 5 key cost areas when it comes to what really goes into owning an ERP solution:

• Subscription or annual maintenance
• Support services
• Upgrades
• Hardware
• Full-time staff / IT staff

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CRM Posts

5. Edit the Site Map Using the New Microsoft Dynamics Sitemap Designer

SiteMap is one of the most forgotten tools in your Microsoft Dynamics toolbox, but extremely important to the usability and user experience of your system. For example, using Microsoft Dynamics SiteMap, you can setup a focused area for Sales Management within your system that provides instant access to the dashboard, data and information your sales managers and sales team need while taking it a step further to show and hide sub-areas and entities based on users’ security role. Read on to learn more.

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6. Dynamics CRM for Outlook not Working?

Whether your Outlook keeps crashing upon loading or you are experiencing some more mysterious errors, the aim of this blog post is to demonstrate some of the great troubleshooting tools available to you for diagnosing Dynamics CRM for Outlook issues. We also provide some solutions to a couple of common problems.

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7. How to Create and Use Mail Merge Templates in Dynamics 365

Whether you have monthly newsletters differentiated by interests or monthly financial statements to provide to your customers, there can be plenty of information unique to them, such as their names, account, address, and more. Mail Merge Templates can save you the hassle by allowing you to pull the data from your Dynamics 365 environment and embed it in the content as you wish. Let’s see how it works.

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8. Dynamics 365 Gmail Configuration and Client Installation

Is your organization currently using Microsoft Outlook but leveraging Gmail for their email interaction? You’re not alone. While some organizations decide to fully make the transition to Outlook given the obvious integrative capabilities with Dynamics 365, you can still configure Gmail to work for email engagement. The following will outline the steps to install and configure Outlook and Gmail within Dynamics 365.

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9. Bad Data Ends Here: 6 Steps to Mastering Dynamics CRM Duplicate Detection

Duplicate data prevents you from building a holistic view of customers. It can also make it nearly impossible to communicate with your customer base in a meaningful way. However, companies often don’t realize how big the problem is until it’s time to use, report on, or mine their data. Using Microsoft Dynamics CRM duplicate detection rules and jobs, this post outlines the steps you can take to minimize the introduction of duplicate records in your system.

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10. Top 5 Tips to Manage Your Data Problems in Dynamics 365

Data management is not the sexy topic that you want to discuss in the boardroom or executive meetings, but it is what matters most to your business. The quality of your data will help your organization improve its operations and understanding of its business. So how do you get started with data management in Dynamics 365? Actually, it offers many out-of-the-box data management tools that will satisfy most of your needs. This article will discuss how to leverage these built-in tools.

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