Joanna Holmes always knew she loved teaching, but she didn’t expect to be teaching software. Now she’s thrilled to be Boyer’s Microsoft Power Platform training consultant.Armed with an English/language arts teaching degree from St. Cloud State University, the Minnesota native initially planned to be a high school literature teacher. With student loans to pay, she instead opted for a temporary job in marketing at Globe University. As the months turned into years, her job morphed from data entry to onboarding new employees to training. “I showed a little bit of aptitude at talking to people,” joked the bubbly Holmes. “I ended up getting into training.”When the university switched CRM platforms to Microsoft Dynamics in 2012, Holmes became … [Read more...] about Boyer hires Power Platform training consultant
Power BI expert joins Boyer team
Boyer & Associates is pleased to welcome our newest consultant, a Microsoft Power BI expert from Virginia. John Hill is our new solution architect for the Power Platform.“It’s an exciting world. It’s a fun world … and I think it’s one of the more helpful things I’ve done in IT,” Hill said. Hill graduated with a teaching degree in health and started his career as a personal trainer. He ran a government-based fitness center in Washington, D.C. before taking an I.T. position at the company. That’s when he found his niche. Throughout his career he has gained experience with Microsoft Dynamics NAV and Power BI.He spent the last 25 years in multiple positions at the University of Virginia. Hill worked in human resources, as a director of … [Read more...] about Power BI expert joins Boyer team
NextApp Foundation: A proactive CRM and Power Platform implementation plan
Boyer & Associates has a unique Microsoft CRM and Power Platform implementation plan. This monthly plan, called NextApp Foundation, is perfect for customers who are looking for a proactive implementation approach to maximize their technology investment. NextApp Foundation was designed for short- and long-term customer success.Different From Traditional ProjectsFoundation DetailsHere's an example of what that implementation plan could look like for your organization:Talk with your Boyer & Associates representative if you are interested in learning more or to request a quote. Contact us today. … [Read more...] about NextApp Foundation: A proactive CRM and Power Platform implementation plan
How to automate your nonprofit’s application process with nonprofit software
As Microsoft continues to expand on its Cloud for Nonprofit software solution, Boyer and Associates has been working with nonprofits to automate and simplify common nonprofit processes using the Power Platform. Our latest use case is automating application processes using Power Apps Portals and Dataverse to create a nonprofit client portal.Starting with an ungated portal, a constituent fills out an application for the nonprofit organization and submits it. Upon submission, a Flow emails the constituent with instructions on setting up a profile and credentials for a gated portal. From this point forward, the constituent can work through the portal as part of the application process. This provides a user-friendly experience for communication, … [Read more...] about How to automate your nonprofit’s application process with nonprofit software
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 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
How Microsoft’s Power Apps Portals can help your nonprofit onboard constituents
A common use case for many nonprofit organizations that we've been seeing lately at Boyer & Associates is the need to onboard or intake clients or constituents with an online process. The typical scenario looks like this:An individual or organization is looking to receive services or funding from the nonprofit, so they need to fill out an application.The nonprofit then reviews the application and perhaps needs to request additional information, such as financial documents, medical records, or other supporting information.There is some internal process for the overall application, including (usually) some back-and-forth communication with the applicant.Once the application is approved, the applicant is informed of their new status and … [Read more...] about How Microsoft’s Power Apps Portals can help your nonprofit onboard constituents
All about Microsoft Cloud for Nonprofits
Boyer & Associates has been supporting the nonprofit community for over 25 years. We feel it’s important for nonprofits to understand everything available to them through Microsoft, and today we’re discussing their latest offer: free licenses to leverage Cloud for Nonprofit. You can get licenses to cover 15 of your users totally free!So what is Cloud for Nonprofit, and what can you do with these licenses? With these licenses, you can implement their app to manage Fundraising and Engagement, which includes the following features:FundraisingConstituent AnalyticsEvent CoordinationVolunteer ManagementPlus the full extensibility of the Power Platform!The Fundraising and Engagement app is built on top … [Read more...] about All about Microsoft Cloud for Nonprofits
