The newest member of the Boyer & Associates team grew up sailing in Rhode Island and goes by the nickname “Moose.” We are pleased to introduce Dynamics 365 Business Central consultant, Hans “Moose” Hardisty.Hardisty, who goes by the childhood nickname his father gave him when he doubled in size so quickly as an infant, has 22 years of accounting experience and a decade of experience with Dynamics ERP.A young man growing up in Rhode Island, Hardisty never really planned to be an accountant. Like most of his peers, his dream job involved a job on a sailboat.“I grew up on an island so lots of sailing. Where I come from it’s sailing, swimming, surfing — Our lives revolve around the ocean,” he said. Immediately out of high school he … [Read more...] about Boyer hires new cloud ERP consultant
How to fix Power Automate trigger errors
Recently, we ran into a few Flows in Power Automate where the trigger was failing whenever a filter criteria was defined in that trigger. The error details stated:“Exception parsing aib_processingstatus eq 914700001 submitted for attribute filterexpression of callback registration. Target entity: aib_documentautomationprocessing. Exception: Microsoft.Crm.CrmInvalidOperationException: Unsupported AttributeType for AttributeTypeCode:FileType at Microsoft.Crm.ObjectModel.CallbackRegistrationTypeMapFactory.Get(AttributeMetadata attributeMetadata, EntityMetadata entityMetadata) When we opened a ticket with Microsoft support, they suggested we remove the filter criteria and instead add a trigger condition. To add a trigger condition, … [Read more...] about How to fix Power Automate trigger errors
Boost your Power Apps Maker productivity
Dataverse, like many products, has hit its stride of twice-yearly releases. With each release, dubbed “waves,” Microsoft manages to deliver a lot of great new features and functionality to end users. These improvements span across the Power Platform, including Sales, Service and Power Automate, to name a few products. In addition to the product value that Microsoft has delivered to end users, they’ve put a great deal of effort into adding features for makers in the last few years. One of my favorite features that we’ll show today is adding a canvas app directly into a model-driven app.This has been on the roadmap since January and I’ve been itching for it ever since. This feature doesn’t add any new functionality, per se, but it does … [Read more...] about Boost your Power Apps Maker productivity
Customer Success Spotlight — UPWEGO
About UPWEGOUPWEGO is a personal journey platform where people can learn and grow among friends. UPWEGO is a social app that creates a space for the things that matter.The ProblemUPWEGO needed a single sign-on process across three separate business applications and an integrated data platform.The SolutionBoyer & Associates implemented Microsoft Power Automate to integrate Microsoft Dynamics 365 with an online course application and a separate community platform to create a seamless sign-on process for UPWEGO’s members.The BenefitsUnified Single Sign OnThree Integrated ApplicationsComprehensive Data PlatformImproved Member AnalyticsAdvanced Member ManagementScalable IT FoundationIn Their Words“We love working with the Boyer & … [Read more...] about Customer Success Spotlight — UPWEGO
How to Enter and Pay a Vendor Invoice in Business Central with One Entry
Before getting into the how, let’s review the why. Below are two examples of why you would want to do this:Your vendor has an automatic withdrawal from your bank account, and you would like to maintain a record in the vendor ledger of Microsoft Dynamics 365 Business Central.Charges on a credit card need to be recorded against the vendor for 1099 reporting.The first step is to set up your payment method with a Bal. Account Type and No. You can see in the example below that the Card and Check payment methods have a Bal. Account Type of Bank Account and a Bal. Account No. populated. When using these two payment methods, the system will automatically create the payment entry and set the purchase invoice to closed.The next step is to select the … [Read more...] about How to Enter and Pay a Vendor Invoice in Business Central with One Entry
How to automate monthly reports in Business Central
Every month you are required to run numerous month-end reports in your ERP system. How would you like to come to work on the day those reports are due and have all the reports done and waiting for you? If you like that idea, this blog will show you how to automate those monthly reports in Microsoft Dynamics 365 Business Central. As you normally do when you’re running a report manually, navigate to the Report Request screen for your report and fill out the criteria you typically use to run that report. Once that is completed, click the “Send To” button at the bottom of the report request.When the Choose File Type box opens, click the “Schedule button” and then click “OK.” On the Edit – Schedule a … [Read more...] about How to automate monthly reports in Business Central
GP lifecycle updated through 2028 ‘and beyond’
Microsoft Dynamics GP is — officially — not dead. Microsoft released an updated lifecycle in July, confirming Dynamic GP’s status as a viable solution through 2028 “and beyond.” The new lifecycle highlights the expected end-of-support dates for those versions of Dynamics GP that are on the Fixed Lifecycle policy. It also shows future versions on the Modern Policy with an ongoing arrow and those two key words “and beyond.” It appears there is a long life yet to come for the powerhouse on-premise ERP solution.This latest news lets GP users breathe a little easier after months, even years, of uncertainty over the product’s future.When Microsoft debuted its cloud ERP solution in 2018, the company made it clear that it planned to put the … [Read more...] about GP lifecycle updated through 2028 ‘and beyond’
How to find meaning behind the numbers with Power BI
Since the dawn of accounting software, financial reports have focused on function over form, generally replicating the look and feel of the paper reporting and ledger books that came before them. The critical components have always been the numbers, and the most direct way to confirm numbers is to look at … a table of numbers. But for me, someone who wants to see the numbers but is not a trained accountant and who wants to truly understand what the numbers mean for the business, a table of values only helps to a degree. The raw numbers give me data, but not insights; I can see balances but not business decisions. Turning data into something that helps drive action and decisions is something that Microsoft Power BI is designed … [Read more...] about How to find meaning behind the numbers with Power BI
Customer Success Spotlight — Midwest Dairy
About Midwest DairyMidwest Dairy proudly represents approximately 5,800 dairy farm families to 39 million consumers across the Midwest. They work on their behalf to build dairy demand by inspiring consumer confidence in their products and production practices.The ProblemMidwest Dairy didn’t have an efficient way to give leaders, supervisors, and staff the information necessary to manage relationships, guide strategic direction and measure against the strategic goals.The SolutionBoyer & Associates implemented a tailored version of Microsoft's Dynamics 365 Nonprofit Accelerator and Power BI to meet Midwest Dairy’s needs.The BenefitsComprehensive Performance AnalyticsStreamlined Project, Event and Customer TrackingDynamic Goal … [Read more...] about Customer Success Spotlight — Midwest Dairy
Business Central solution architect joins Boyer
Boyer & Associates’ newest Dynamics 365 Business Central solution architect has 30 years of experience and nearly two dozen ERP certificates. John Bellinger has split his career between accounting and consulting, most recently for Microsoft Dynamics NAV.Bellinger started his accounting career in the early 1990s. After getting an accounting certificate at a vocational school and dipping his toe in the industry through basic clerical jobs, he decided to pursue a higher education. He started taking night classes and eventually earned his bachelor’s degree in accounting from Metropolitan State University in St. Paul, Minn.He joined Frank Consulting in the mid 1990s to work with his professional mentor and become a full-fledged accountant. … [Read more...] about Business Central solution architect joins Boyer
