A path to growth and innovation with Dynamics 365

In this exclusive interview, R. “Ray” Wang, Principal Analyst, Founder, and Chairman of Constellation Research offers key insights on why digital transformation has democratized data and how organizations can embrace this fundamental shift in our approach to technology. Discover which technology trends have had the biggest impact on digital transformation, how to overcome obstacles to embracing new technology, and why and how you can be change-agent within your own organization.

Chapters Include:

Enable Productivity with Microsoft Dynamics 365

Microsoft Dynamics 365 enables you to be more productive by seamlessly integrating with Office 365 applications and providing a familiar user experience.  Dynamics 365 brings together two worlds of business processes and personal productivity.  This means tools such as Outlook and Excel are integrated into business processes, roles and jobs allowing employees to stay in the context of their task and improve productivity.

What sets Microsoft Dynamics 365 apart?


Microsoft Dynamics 365 is the next generation of applications

  • Enable your organization to grow, evolve and transform by breaking down the artificial silos of ERP and CRM solutions
  • Dynamics 365 delivers the future of new purpose built applications in the cloud
  • Designed to work seamlessly together so you can build as you go

Microsoft Dynamics 365 applications fit across roles and industries 

  • Help your business evolve across sales, customer service, field service, operations, financials, marketing and project service automation

Microsoft Dynamics 365 is flexible

  • You can start with what you need and grow at your own pace by adding applications to run your entire business in the cloud
  • Enable your organization’s growth and transformation 



Creating a Budget in Dynamics GP

Creating a Budget in GP

Importing/Exporting from Budgets 

To Create a Blank Budget from GP

1) Open the budges window in GP: Financial >> Cards >> Budgets 

2) Click NEW, and select “using Budget Wizard for Excel”. 

3) This will open the Budget Wizard. Click NEXT: 

4) Enter an ID for this budget. Enter a description and select how to base the budge and the date range/year. Click NEXT. 

5) Select “BLANK BUDGET”. Click NEXT. 

6) Select actual amounts. If you do not want to pull any actual amounts, don’t make a selection in this window. Click NEXT. 

7) Select the account types you want to include. Click NEXT. 

8) Select which accounts you want to include from those account types: all or specific accounts. GP will allow you to be specific in this window. Click NEXT. 

9) Verify the accounts you want to include in your budget. 

10) Select if you want to use a new workbook, or an existing workbook. If existing, navigate out to the workbook you want to use. Click NEXT. 

11) GP will give you a snapshot of your options. Verify they are correct. Click FINISH.

12) The wizard will now have you set up your budget file name. Enter a file name and click OPEN. 

13) GP will now send the file to excel, and it will open when completed. 

14) Enter your budget information into the blank budget and save the file. 


To Export an Existing Budget:

You can export an existing budget that is already created into excel in order to update and re-import to GP. 

1) Open the budges window in GP: Financial >> Cards >> Budgets 

2) Select the budget you want to import from, then click EXCEL. 

3) Click on Export to Excel. 

4) GP will allow you to create this file as a new workbook or select an existing workbook. If exporting to an existing workbook, browse out the file name and select it. Click OK. 

5) Name the new file name if you are creating a new workbook. 

6) GP will export the file to your new workbook. 

7) Once completed, the spreadsheet will open up. Enter/change your figures for the new budget. 

8) Save the file.


To Import a Budget file into GP: 

1) Go back into Financial >> Cards >> Budget. Click on Excel and select IMPORT FROM EXCEL. 

10) The budget wizard will open for the import: 

11) Select your option for what type of file you are importing: new or an existing. If existing, search out to find the file. Click NEXT. 

12) Enter an ID for the new budget. Fill in a description if needed and select your base and date. Click NEXT. 

13) Select your file with the new budget information by clicking on BROWSE, then selecting the file and clicking OPEN. 

14) GP will ask you to select the worksheet that has your budget information.   Highlight and click NEXT. 

15) The wizard will give you a snapshot of your options to review. If correct, click FINISH. 

16) GP will import the file. 

17) Once the file is imported, you will see it in your listing. 

18) Select the budget file you just imported, and click OPEN. You can open in GP or in Excel. 

19) In GP, you can select an account within your budget and see your changes/entries.



Dynamics 365 Customer Case Study

Technology has enabled some pretty amazing things, but being in two places at once still isn’t one of them. Fortunately, the Internet of Things (IoT) has enabled companies to use and share their expertise more efficiently, increasing productivity without needing to increase manpower.

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