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Tips & Tricks

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How to Refresh a Business Central Sandbox Environment and Copy a Company

Reading Time: 3 minutes
  • January 19, 2021
  • Dynamics 365 Business Central | Technology | Tips & Tricks
To refresh a Sandbox environment in Business Central, you need to delete the Sandbox and create a new one. There is no refresh option…
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Google Chrome profiles

The Amazing Power of Profiles

Reading Time: 4 minutes
  • November 24, 2020
  • Information Technology | Technology | Tips & Tricks
Chrome profiles are much more robust and functional than just the incognito mode that many power users use and know. They allow a user…
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Microsoft Family Group cell phone

Microsoft Family Group – Protecting Your Child’s Cell Phone Use

Reading Time: 5 minutes
  • October 9, 2020
  • Security | Tips & Tricks
I discussed in a previous blog about how Microsoft’s Family Group service can help lock down a laptop or computer to be used by…
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how to create a table browser extension

Table Browser Extension for D365: Part 3 Create Table Browser Extension

Reading Time: 4 minutes
  • October 2, 2020
  • Dynamics 365 for Finance and Operations | Technology | Tips & Tricks
This is the third in a three-part series discussing Microsoft Dynamics 365 Finance and Operations (D365FO) in the context of the browser. In part…
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convert bookmarklet to browser extension

Table Browser Extension for D365: Part 2 Convert Bookmarklet to Browser Extension

Reading Time: 5 minutes
  • October 1, 2020
  • Dynamics 365 for Finance and Operations | Technology | Tips & Tricks
In part one of this series, we talked about how Microsoft Dynamics 365 Finance and Operations (D365FO) can leverage the browser and web-based technologies to…
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dynamics 365 bookmarklet

Table Browser Extension for D365FO: Part 1 Create a Bookmarklet

Reading Time: 3 minutes
  • September 30, 2020
  • Dynamics 365 | Technology | Tips & Tricks
With Microsoft Dynamics 365 for Finance and Operations (D365FO) Enterprise Edition having a web-based client, all sorts of opportunities for new web-centric interactions open…
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How to Set Up Automatic Replies From Shared Mailboxes

Microsoft Power Automate: How to Set Up Automatic Replies From Shared Mailboxes

Reading Time: 3 minutes
  • July 21, 2020
  • Office 365 | Technology | Tips & Tricks
A common request from clients who utilize shared mailboxes for communication between their customers is to configure automated responses. Most people are aware of…
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Teams meeting tips

Microsoft Teams Meeting Tips

Reading Time: 4 minutes
  • June 23, 2020
  • Microsoft Teams | Technology | Tips & Tricks
With the recent increase in remote work, and the rapid adoption of Microsoft Teams as one of the top chosen services to maintain business…
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NetSuite Saved Searches

NetSuite Queries 101: Saved Searches

Reading Time: 4 minutes
  • June 16, 2020
  • NetSuite | Technology | Tips & Tricks
NetSuite Saved Searches are a great tool for creating queries that can help pinpoint and store data for analysis and decision making. They are…
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NetSuite and Concur integration

Integrating Concur and NetSuite Using Celigo

Reading Time: 3 minutes
  • June 3, 2020
  • NetSuite | Technology | Tips & Tricks
When companies are looking to expand their expense and AP automation capabilities beyond NetSuite, one of the first solution providers that comes to mind…
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video conferencing tips

Video Teleconference Services Tips

Reading Time: 4 minutes
  • May 27, 2020
  • Microsoft Teams | Technology | Tips & Tricks
With close to 90% of the United States population currently under stay at home or shelter in place directives, the use of video teleconferencing…
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Excel financial reporting and planning

SuiteApp Spotlight: Solution 7 – Excel Financial Reporting & Planning

Reading Time: 3 minutes
  • May 19, 2020
  • NetSuite | Technology | Tips & Tricks
Financial reporting and planning are rarely one size fits all. Every client is unique with a variety of personal goals and challenges to overcome…
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Forget About Doing a “Reclass” Entry to Fix a Transaction Coding Mistake in Dynamics GP

Reading Time: 3 minutes
  • May 8, 2020
  • Dynamics GP | Technology | Tips & Tricks
Here are a few questions to get you thinking about using a Dynamics GP reclassification entry: Are you creating endless journal entries to reclass…
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PowerToys in Windows 10 – Shortcut Guide

Reading Time: 6 minutes
  • May 4, 2020
  • Technology | Tips & Tricks
This blog was originally part 4 of a 4 part series on PowerToys. However, as with everything Microsoft, PowerToys has received some updates. Now…
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short-staffed disaster planning

Disaster Plan Considerations for Shortages in Available Staff

Reading Time: 4 minutes
  • May 1, 2020
  • Information Technology | Security | Technology | Tips & Tricks
Disaster recovery testing scenarios too often consist of a random technical outage that focuses on the IT department, some managers/developers, and no one else….
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PowerToys in Windows 10 – PowerRename

Reading Time: 5 minutes
  • April 7, 2020
  • Information Technology | Technology | Tips & Tricks
In my last blog, I discussed Microsoft’s latest go at PowerToys. Full source code is available here on GitHub: https://github.com/microsoft/PowerToys. Microsoft is looking for contributions…
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setting up Trade Allowance Agreements with Bill-Backs

How I Learned to Stop Rebating and Love Trade Allowance Agreements

Reading Time: 3 minutes
  • April 3, 2020
  • Dynamics 365 for Finance and Operations | Technology | Tips & Tricks
Trade Allowance Agreements in Microsoft Dynamics 365 for Finance and Operations (D365FO) offer users a powerful tool to handle sales promotions, which can influence…
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Jet Reports data reporting

Top Three Reasons to Use Jet Reports for Accurate Data Reporting During the Coronavirus Quarantine

Reading Time: 3 minutes
  • April 2, 2020
  • COVID-19 | ERP | Technology | Tips & Tricks
These days, finance teams are under tremendous pressure to adapt to a quickly shifting economic environment. We know that access to the most recent…
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tips for working remotely

Lessons Learned: Working Remotely for Those Who Are New to It

Reading Time: 9 minutes
  • March 26, 2020
  • COVID-19 | Information Technology | Technology | Tips & Tricks
I feel fortunate in these unprecedented times that I’ve had the luxury and privilege of working remotely for over 12 years now.  Not long…
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D365 business card scanning

Finally, D365 Business Card Scanning Capability!

Reading Time: 2 minutes
  • March 9, 2020
  • Dynamics 365 | Technology | Tips & Tricks
Well, this must be one of the most requested pieces of functionality, and finally, Microsoft has delivered. Whenever we engage with a new salesperson,…
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