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Joel Leichty

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Category: Dynamics 365 F&O

By Joel Posted on July 25, 2018August 9, 2020

Microsoft Releases October 2018 Features Roadmap for Business Applications

Check out the 239 pages of goodness here.

Categories: Dynamics 365 F&OTags: Dynamics 365, Dynamics 365 Finance and Operations, Power BI
By Joel Posted on February 19, 2018August 9, 2020

Implement BI With These 394 Simple Steps

There’s a famous Nobel Prize winning study in psychology around Experience versus Confidence that is commonly known as the “Dunning-Kruger” effect. The study showed when we know a little bit … Continue reading Implement BI With These 394 Simple Steps

Categories: Business Intelligence, Dynamics 365 F&OTags: Business Intelligence, Dunning-Kruger, Photography, Power BI, Reporting
By Joel Posted on November 14, 2017September 28, 2023

Please Vote – Modern Document Formats

Please vote for my idea – all external facing documents in Dynamics 365 Finance and Operations, Enterprise Edition should be beautiful. https://experience.dynamics.com/ideas/idea/?ideaid=7034760b-5ac9-e711-80c0-00155d7cd0b4 From the Ideas Portal Very external facing document … Continue reading Please Vote – Modern Document Formats

Categories: Dynamics 365 F&OTags: Design, Modern Documents, SSRS
By Joel Posted on October 13, 2017August 9, 2020

AXUG Summit | Deep Dive Into D356FO Reporting

Scott has a great opening slide for this deep-dive reporting session: It’s so true that many times BI is described in terms of the final output, but much of the … Continue reading AXUG Summit | Deep Dive Into D356FO Reporting

Categories: Dynamics 365 F&OTags: BI, Dynamics 365, PowerBI, Reporting, Scott Hunt
By Joel Posted on October 12, 2017August 9, 2020

AXUG Session | Data Management

There have been quite a few improvements to the Data Management Workspace released in Platform 11: The Data Management framework seems to be rounding into shape with some much needed … Continue reading AXUG Session | Data Management

Categories: Dynamics 365 F&OTags: Copy Company, Data Management, Data Packages
By Joel Posted on October 11, 2017August 9, 2020

AXUG Session | Agile Methodology

I was thrilled to see this session on the AXUG Summit docket. An somewhat agile ERP implementation is generally what will end up happening, because it’s incredibly hard for users … Continue reading AXUG Session | Agile Methodology

Categories: Dynamics 365 F&O, Grab BagTags: Agile Methodology, Project Management
By Joel Posted on October 11, 2017August 9, 2020

AXUG Session | Custom Help

Microsoft’s documentation strategy for Dynamics 365 continues to evolve. Dynamics 365 Documentation is created using a few tools including Doc FX, GitHub, and Markdown files. Doc FX is an open source GitHub based … Continue reading AXUG Session | Custom Help

Categories: Dynamics 365 F&OTags: Custom Help, DocFX, Documentation, SharePoint Wiki
By Joel Posted on August 7, 2017August 7, 2017

Keyboard Shortcuts for D365FO

For an unlimited time only, here’s a free download for an awesome one-page keyboard shortcut list for Dynamics 365 for Finance and Operations, Enterprise Edition. *SHAMELESS PLUG ALERT* Shortcuts brought to you … Continue reading Keyboard Shortcuts for D365FO

Categories: Dynamics 365 F&O
By Joel Posted on June 30, 2017July 31, 2020

Spring 2017 Release is Available!

The Dynamics 365 for Finance and Operations Enterprise edition is now available. No word yet on what the product will be called in the Fall 2017 release.

Categories: Dynamics 365 F&O
By Joel Posted on March 15, 2017March 15, 2017

FastTrack (D365O Tech Conference)

Microsoft has a generic program called FastTrack which enables direct collaboration with customer projects and initiatives. The D365 Operations group has its own take on this program. The Operations program … Continue reading FastTrack (D365O Tech Conference)

Categories: Dynamics 365 F&OTags: FastTrack, Microsoft, SAGlobal
By Joel Posted on March 14, 2017March 14, 2017

Analytical Workspaces (D365O Tech Conference)

Last year I blogged about Workspaces in Dynamics 365 as a concept. At this year’s Tech Conference, TJ Vasser talked about some of the newly available features on the reporting … Continue reading Analytical Workspaces (D365O Tech Conference)

Categories: Dynamics 365 F&OTags: Dashboards, PowerBI, Tech Conference, Workspaces
By Joel Posted on March 13, 2017March 13, 2017

New Configuration Copy Features (D365O Tech Conference)

D365 for Operations needs a simpler way to define and export groups of entities from a source environment, and transform and import data into a target environment. Microsoft is building … Continue reading New Configuration Copy Features (D365O Tech Conference)

Categories: Dynamics 365 F&OTags: Copy Company, Data Management, Default Data, Tech Conference

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