You need a PM

You need a Project Manager for your next ERP project.

ERP implementations disrupt business operations and place huge demands on the time and attention of company leadership, functional area leaders, subject matter experts and the IT staff. The role of a PM is to ease that burden. An experienced PM is worth their weight in platinum.

You may be tempted to  PM the project yourself.  But ask yourself “Do I really have the time or the right experience?”.

A good PM will manage the following things for you:

  • Add Value – An experienced PM will help you identify and avoid the typical bear traps, and other impediments that will inhibit your project’s success.  They will help you reduce wastes of time, resources and money.
  • Establish Effective and Efficient Project Governance – Project governance refers to those processes that provide project control support for project sponsors, decision-makers and stakeholders.
  • Manage Project-related Communications Communicating the project status helps keep the project team and stakeholders informed.
  • Manage the Schedule – Effective PMs aggressively manage the work using detailed project schedules, monitor schedule variances and recommend corrective actions to keep the project on track and on budget.
  • Monitor and Manage the Project Team’s Performance – Performance management leverages routine status checks to ensure performance issues are identified and corrected quickly.
  • Manage Risks, Issues and Changes to Scope, Timelines and Budgets – The most common reasons projects fail are related to poor management of risks, issues and scope. Good PMs identify, evaluate and communicate risks, issues and the impact of change requests to affected stakeholders.  They also coordinate optional solutions to deal with issues as (or before) they appear.

It’s clear that someone needs to ensure the project stays on track.   You owe to it to yourself to go with an experienced professional.   Contact Tridea today at

Upgrade your GP to the cloud

Stay current and competitive to remain profitable

With cloud adoption increasing at a phenomenal rate, companies have started to notice that they have more to gain for less. In the past, companies have succumbed to the pressure of investing in infrastructure, which meant huge capital expenditure outlays. The legacy applications become redundant and the business needs to adapt to current market dynamics and requirements.

This is especially the case for Dynamics GP users. They need to upgrade to newer versions of SQL and Operating Systems. This requires new hardware or servers to be in place before upgrading their software, which is a considerable decision to make—along with the cost of upgrading.

Replace your aging infrastructure by moving GP to the cloud

As with all technology, servers also have a lifespan where beyond it they start failing to perform as expected. Aging servers could severely impact business operations, and if the warranties expire, the manufacturer can charge heavily to keep the servers online. This creates a huge cost even more than buying an all-new server. In short: the older servers are, the tougher it is to maintain them, and it’s imperative for companies to look at the health of their current infrastructure. To know more about the importance of servers and how you can maximize your IT infrastructure, check out InterDyn BMI’s post: “Servers are the be-all and by-all in your business”

Business drivers with GP on the cloud:

With GP on the cloud, you need no significant upfront investments to collaborate and streamline operations towards improved productivity. Mobility helps enhance work experiences, enable employees access/update business-critical data anytime, anywhere, resulting in improved customer satisfaction. GP on the cloud is “OpEX” based, pay-per-use. You can now conduct business at a rapid pace while freeing up your resources as the hosting provider takes care of all the server support and maintenance work to keep them up and running. To learn more about the OpEx advantage, go to InterDyn BMI’s detailed post: “Capitalize on the OpEX Advantage: Upgrade your GP to the cloud”

System Requirements for GP 2013 and higher versions

If you are still on Dynamics GP 2013 or an earlier version, you should consider scheduling an upgrade as Microsoft ends mainstream support for GP 2013 on April 10, 2018. With this, you will no longer receive year end updates and there will be minimal support for this version. GP 2013 will then move into extended support until April 11, 2023. Visit InterDyn BMI’s blog to learn more about these system requirements and other recommendations you should know: “Upgrading GP: System requirements for versions 2013 and higher

Transitioning your GP to the cloud can benefit your business with better backups, on-demand access anytime and anywhere, better uptime, greater visibility into the operations, and greater flexibility to scale up or down as your business needs change.

There are many reasons to upgrade your system to the cloud and our experienced team is waiting to help you plan your upgrade. Visit or contact us at to discuss your upgrade path.

Document Attach Security Setup feature

Microsoft Dynamics GP 2018 was released to extend comprehensive functionality to its users, which they needed to enhance specific areas around the core application, user experience, and platform. One of these specific areas is the Comprehensive Document Attachment Feature.In our GP Feature of the Day article, we will look at another update to this feature with the addition of including security to documents.

Dynamics CRM Sales Invoices to D365 for Financials

In this blog we will be highlighting the steps to send sales invoices from Dynamics CRM to Dynamics 365 for Financials.

Use Plugin in CRM

Here are the steps:

  1. Download the CRM SDK from Microsoft.
  2. In SDK package, add the “CRMSDKTemplates” into Visual Studio (find the matched one with your VS version).
  3. Create a new CRM Plug-in Library in Visual Studio.
  4. Create early bound entity classes with the code generation tool (CrmSvcUtil.exe, run it in Command Prompt under this tool’s directory).
  5. Use the early bound entity classes to retrieve the Sales Invoice entity from the LocalPluginContext.

Create and use Web API in D365 for Financials

Now you have your Sales Invoice entity from CRM and want to map the related fields in Financials and send those field values to Financials.

  1. Create a Web Service for Sales Invoices in Financials. Make a copy of the Web Service URL and you will need it later.‘ yourcompanyname’)/SalesInvoice
  2. Find out the metadata (data structure formatted in JSON) of the Web Service you just created. What I did is creating a temporary Console Application and adding the service reference. Then I could check the data type of the sales invoice in Visual Studio.                                            
  3. Decide and map the related fields. Create your own class with the same fields in the Plugin code (the class name can be any, but the type and name of those fields you need to map should be exactly the same as what is in the service reference).
  4. Use DataContractJsonSerializer to serialize your created class for sending it to the web service.
  5. Create a web request to the URL of the Web Service using HttpClient class (username is your account user name in Financials and the password is your web service key).
  6. Send the request to the Web Service using POST method.
  7. Then you maybe want to send the Sales Invoice line items. You should repeat Steps 2 to 6 for the line items: creating a line item class, mapping the fields, serializing it and posting it. The only tricky point is the line item URL is based on the header you previously sent. It looks like:‘yourcompanyname’)/SalesInvoice(Document_Type=’Invoice’,No=’SampleInvoiceNo1′)/SalesInvoiceSalesLines

What’s more tricky is that sometimes the header passed into Financials successfully but the line or lines do not. Then you have to log into Financials and delete the header manually.

To learn more about Microsoft Dynamics 365 for Financials, contact us at

A Guide to Transformation in the Cloud for your Life Science Company

Unleashing growth, compliance and productivity

In a life sciences business, there is no lack of data related to product development, clinical trials, production (in-house and contract manufacturing), quality assurance, costing, the supply chain and other areas of the operation.  How do you make sense of it without investing in compliance, data processing and analytical technologies?

Moving to the cloud can help you cut costs and achieve compliance, but you run the risk of needlessly limiting the potential cloud benefits you can achieve by focusing on financials alone. We recommend considering all the 4 following aspects of cloud computing in your planning.

Download our guide to learn the 4 reasons why life sciences and the cloud belong together!

At Tridea, we help our life sciences customers digitally transform their businesses and improve the value realization of their business application investments. We mitigate the inherent risks associated with implementing, upgrading and replacing legacy ERP systems. We lead our life science customers with best-practice consulting services we have refined over thousands of engagements. We take care of our customers and aspire to keep them for life.

To learn more about how Tridea can help you get the most out of your Microsoft solution in the cloud, visit our website.