Blog Category: ERP

3 Benefits of an Org Chart in Dynamics 365

3 Benefits of an Org Chart in Dynamics 365   By Leila Kojouri   One of the most important facets of client relationship management involves understanding the chain of a command within an organization. Creating an org chart with Microsoft Dynamics 365 enables a powerful visual representation of this hierarchical…

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Create an Image Field on an Entity in Dynamics 365 CRM

How to Use the Entity Image Attribute to Create an Image Field on an Entity in Dynamics 365 CRM   Frequently, Dynamics users require an image be assigned to a record – whether it’s pictures of contacts, logos for accounts, photos of venues, or any of the many other possible…

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How to Use Universal Resource Scheduling URS With Dynamics Field Service

How to Use Universal Resource Scheduling With Dynamics Field Service   Effectively assign resources for Large Organizations using Dynamic 365’s Universal Resource Scheduling   Universal Resource Scheduling (URS) is a Dynamics 365 for Customer Engagement solution. In essence, it enables organizations from many different industries with different scenarios to assign…

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scheduling URS

Windows Core OS to Include Open Source

Windows Core OS to Include Open Source   Windows Core OS to Include Open Source Components as Hinted by a Microsoft Employee   Historically, Microsoft has always been seen as a company that is opposed to open source. Times have changed; Microsoft is now one of the biggest contributors in…

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Dynamics 365 CRM Configuration Migration Tool

Want Simple and Efficient CRM Configuration? Take the No Code Migration Route with Dynamics 365 CRM.     The Microsoft Dynamics 365 CRM Configuration migration tool is designed to migrate the entity configuration data from one environment to another. To clarify, configuration data is a kind of metadata, or data…

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microsoft dynamics 365 configuration migration tool

Building an Organizational Chart in Dynamics 365 CRM

How to Make a New Organizational Chart in Dynamics 365 CRM   An important part of any client management process is finding the right person in a business. Wouldn't it substantially help that search process by seeing who reports to whom? Ideally, you want to see the contact hierarchy within their company.…

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Microsoft Dynamics 365 Solutions

See Us at JD Edwards INFOCUS 17

  JD Edwards INFOCUS Conference provides a deep dive experience for users.   The JD Edwards INFOCUS Conference offers in-depth education into JD Edwards EnterpriseOne in a way that isn’t possible at the COLLABORATE global conference. The Quest JDE community has built a strong program with SIGs and networking sessions…

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Charter Global SSA Award Finalist

Charter Global Oracle JD Edwards App Market is a finalist for SSA Impact Award – Winners announced July 13   Each year the TAG Southeastern Software Association 2017 Impact Awards recognizes companies and their teams who have demonstrated outstanding leadership in bringing new technology solutions to the market. The winners have built outstanding…

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See us at SCUG June 15 – Oracle JD Edwards App Library

Over 30 native mobile apps in our JD Edwards App Market – Free 30-day trial!   Win a $100 Visa gift card! June 15, 8AM-4PM Pacific Palms Resort, 1 Industry Hills Pkwy City of Industry, CA 91744 Come by our table for a live demo and enter in our drawing…

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Introduction to JD Edwards App Market – Webinar Video Available

Charter Global is the only Oracle partner to offer JD Edwards apps.   https://www.youtube.com/watch?v=VtXeMB_OayQ   The Charter Global Oracle JD Edwards App Library includes over 30 innovative native mobile apps covering JD Edwards business processes for areas such as Purchase Order Creation, Purchase Order Approval, and Purchase Order Receipt. With Charter Global’s pre-built…

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