Tridea Partners Awarded 2016 Microsoft President’s Club

Toronto, Ontario | July 11, 2016 – Tridea Partners, LLC is pleased to announce that we have been named to the 2016 Microsoft President’s Club, an esteemed group representing the top 5% of Microsoft Partners worldwide. This award was presented to Tridea Partners at the Microsoft Worldwide Partner Conference 2016 in Toronto, Ontario. Although the bar has been continually raised year over year, Tridea Partners has been able to yet again achieve this highly sought after recognition for its support of Microsoft Dynamics. Tridea Partners has been serving the Microsoft Dynamics AX, GP and CRM communities for over 12 years throughout the United States in our offices in San Diego, Irvine and Boston.

“We are honored to be presented with this President’s Club Award for 2016.  Tridea continues to see a lot of new ERP projects for both Dynamics AX and Dynamics GP throughout the country, including many new deployments in our vertical markets of food and beverage, life sciences and healthcare.  We have also seen a new market of customers that are looking for hosted business applications, with a monthly rental option, something that we have recently brought on with our hosting services through Microsoft Azure”

Andy Collins, Partner at Tridea Partners

Microsoft President's Club

Tridea Partners provides Microsoft Dynamics consulting services to clients across the US. Having been named to the President’s Club for the 4th time in the past decade, this 2016 award is a further testament of Tridea Partners’ continued focus on helping its clients make their business’s better.

About Tridea Partners 

Tridea Partners is a Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) consulting partner specializing in implementation, customization, and integration of Microsoft Dynamics AX, Microsoft Dynamics GP, and Microsoft Dynamics CRM. Tridea Partners helps companies unlock the value of their business applications. By engaging Tridea, you gain a partner that is committed to your business success. www.trideapartners.com

Dynamics AX: Vendor & Customer Name Change History

This post will help you view Dynamics AX name change history. Business partners (vendors & customers) occasionally change names which can generate questions internally on how to handle, either changing the name in the existing vendor and maintain history, or create a new vendor with the new account and start fresh. If you choose the former option you might be concerned about losing history with the vendor’s prior name.  You should note that Dynamics AX does have the ability to see the history of business partner names changes.

You can inquire on the history by:

  1. Navigating to the master file, either Customer or Vendor
    • Accounts payable/Common/Vendors/All vendors
    • Accounts receivable/Common/Customers/All customers
  2. Select and open a particular business partner record. Note, it is not necessary to “Edit” the record.
  3. In the form, right click on the name field and choose “History”.

Dynamics AX Name Change History

The screen that opens provides a name history for the record in addition to providing the name of the user who made the change and the date of the change.

Dynamics AX Name Change History

This post was written by Matthew Caffrey, AX Application Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.