How To Change Partner of Record For CRM Online

Instructions for Designating a Partner of Record for Microsoft Dynamics CRM Online Services subscriptions

  1. Sign in to Microsoft Online Services at https://portal.microsoftonline.com/ and go to the Office 365 admin center page (see below). The Office 365 Portal opens.
  2. Click “Admin” in the top right corner of the screen. A drop-down menu appears. Click “Office 365”.

Office 365

The Office 365 admin center appears.

Office 365 admin center

Alternatively, if you are already logged into your Microsoft Dynamics CRM organization, you can get to the Office 365 admin center by navigating to SETTINGS > Administration and clicking on Subscription Management.

Microsoft Dynamics CRM

The Office 365 Portal opens. Click “Admin” in the top right corner of the screen. Select “Office 365” from the drop-down menu.

Office 365 Portal

The Office 365 admin center appears.

Office 365 admin center

  1. Click the billing link in the navigation menu on the left-had side of the screen (see below).

Ofice 365 billing

4.  Click the link for the SUBSCRIPTION for which you wish to add Tridea Partners as your Partner of Record, in this example Microsoft Dynamics CRM Online Trial (see below). Each subscription has a separate Partner of Record. To name Tridea Partners as your Partner of Record for each subscription requires you to complete steps 3 through 6 in this guide for each subscription.

CRM

5. Click the add link under partner information (see below)

Partner Infomation

6. Enter the Partner ID for Tridea Partners (“724952”) in the Microsoft partner ID field, and click the check ID button. “Partner found: Tridea Partners” should then be displayed in green below the Microsoft Partner ID field. Click the OK button

7. When the page refreshes (see below), you should now see “Tridea Partners” listed under partner information on the right.

Contact Tridea Partners for more information.

Microsoft Dynamics GP2015 R2 Feature of the Day

Purchasing All in One Document View – Filter

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.  Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.  The Filter icon allows users to select open and/or historical or saved vs. posted documents in the Purchasing All in One Document View window.  The options are specific to each column and saved per user allowing users to customize what they want to see.  Specific searches are also enabled in the filter window to narrow down the search results.  The clear filter icon with the red x will clear all filters and reset to the defaults.  

Purchasing All in One Document View – Filter

Contact Tridea Partners if you are looking to find out more information on GP2015 R2! 

Microsoft Dynamics GP2015 R2 Feature of the Day – Scriptable Provisioning & Management

A critical element in successfully delivering Microsoft Dynamics GP as a cloud offering is the ability to centralize and automate the provisioning and management of the application. Automation speeds up delivery, minimizes human involvement which reduces costs and the possibility of human errors, and can provide self-service functionality to the end user. This feature will add APIs and PowerShell cmdlets that will enable automated/scriptable GP provisioning and management. The screen shot shows a list of the PowerShell cmdlets available.

GP 2015 R2 - Scriptable Provisioning & Management

Contact Tridea Partners if you are looking to find out more information on GP2015 R2!

Microsoft Dynamics GP2015 R2 Feature of the Day – Payables Transaction Approval

Workflow – Payables Transaction Approval 

You asked for it and we have delivered!  A new workflow type for AP Invoice approval in Workflow Maintenance is now available.  The Payables Transaction Approval workflow type will allow you to submit and approve each transaction in the Payables Transaction Entry window.  Approval is also available through the email notification and the navigation lists.  The PM Batch Approval workflow type is still available as well.

GP 2015 R2 Payables Transaction Approval

Contact Tridea Partners if you are looking to find out more information on GP2015 R2!

Grow Your Business Webcast Series: Five Ways to Turn Your Business Data into Business Insight

When you’re growing a business, it can be hard to get a complete view of your financial picture and performance. It’s especially hard if you still depend on an entry-level accounting software or are trying to get by with an outdated legacy solution. Isn’t it time to take advantage of the latest technology and tap into the information that can help drive your business forward?

Knowledge is power and Microsoft Dynamics gives you the analytics, intelligence, and reporting features that puts your business information at your fingertips. An out-of-the-box business management solution designed to get you up and running quickly and affordably, Microsoft Dynamics connects your people to each other and to the information they need to be productive in the office, at home, or on the go.

Put real-time, role-relevant information into your team’s hands so that they can make confident, forward looking decisions for your business. Join us for the “Five Ways to Turn Business Data into Business Insight” webcast to learn why other companies have made the change to Microsoft Dynamics ERP.

Register today!

Presenter: Craig Crescas, Microsoft Partner Technology Strategist

Contact Tridea Partners for more information.