Using EFT in Dynamics 365 for Financials

The ability to export payments to a bank file was added in the latest update for Dynamics 365 for Financials.  The documentation for this feature can be found HERE This blog is meant to supplement the available documentation and is not a complete walk-through.  Please note that you DO NOT need to have the ‘Bank Data…


Installing the Dynamics 365 for Financials Outlook add-in on Exchange 2013

If you attempt to deploy the Dynamics 365 for Financials Outlook add-in using the ‘Set up Outlook for Financials’ assisted setup option and your organization is running Exchange 2013 it will fail.  You can also attempt to manually install the add-in manifest files by downloading them from the ‘Office Add-In Management’ page in Financials.  After…


Dynamics 365 for Sales (CRM) Initial Setup and Synchronization with Dynamics 365 for Financials

Hello, We’ve had many questions on setting up and synchronizing data between Dynamics 365 for Financials and Dynamics 365 for Sales (CRM), so we hope these videos will help with the process. Watch the first video below for step by step instructions on the initial setup of Dynamics 365 for Sales (CRM) with Dynamics 365 for Financials:…