# User's Guide

# User's Guide
CONTENT

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Business Central On-Premise vs Cloud Comparison Chart

It’s time to upgrade your Dynamics NAV software but should you select Business Central on-premise or Business Central cloud? Do both options contain the same features and functionality? Take a look at our comparison chart to help you better understand which deployment type is best for you.

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Set Up Collections Agents and Customer Pools

A quick tutorial on setting up Collections agents and Customer pools within the Credit and collections module.

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Using "Old" AX filtering techniques in D365FO

A blog post that shows how to filter in D365FO like you would in AX!

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Excel or Power BI?… It's Not About the Tool

There's an intriguing debate in the data analyst community on whether Excel or Power BI is the best tool for data analysis. Hear Pablo Moreno's perspective: he believes it's not about the tool, but rather, your data needs - data ingestion, data size, data aggregation, distribution of the information.

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Power Query in Power BI: A Beginners Guide

Data in the real world is messy, never available in the exact form that users need for their analysis or reports. Data Analysts need to spend a significant amount of their time working on data preparation, before the data is ready to be visualized. Power Query integration in Power BI Desktop provides a best-in-market experience for importing, reshaping and combining data from a wide range of data sources. In this session, we will teach you everything you need to know in order to start leveraging these capabilities and taking your reports to the next level. (Recorded 04/2019)

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State-by-State Guide to 2021 Sales Tax Holidays

Happy Presidents Day! But did you know... it's also a sales tax holiday in Maryland? In fact,17 U.S. States provide yearly sales tax holidays and although they can complicate tax compliance, they can attract new business customers. This guide by Avalara is a great resource for uncovering sales tax holidays effective in your state.Curious about navigating tax compliance for your business? Join us for Tax Law Binge Day on February 24, 2021!

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Getting Started With the Regression Suite Automation Tool (RSAT)

Learn how you can start creating your own regression tests leveraging the Task Recorder, Excel and Azure Dev Ops together. If you are concerned about how your organization can practically take continuous updates then you will not want to miss this session. I will share tips and tricks for creating and running your tests. Learning Objectives: Discuss the prerequisites for installing and using RSAT. Create task recordings, save them to the BPM, and synchronize tasks to Azure DevOps. ​

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5 Ways Microsoft Power Platform and Xpertdoc Team Up to Create Business Benefits

Here are five ways Microsoft Power Platform and Xpertdoc team up to help companies achieve business benefits such as savings in labor and time, compliance with regulatory requirements.

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10 Must-haves of a Fail-proof Document Generation Strategy

This ebook covers the 10 must-haves of a document generation strategy companies implement to increase internal efficiencies, lower costs, and improve customer communications and experience, highlighting the critical role of a document generation and document automation solution like Xpertdoc.

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How to Efficiently Capture Customer Data Through Digital Smart Forms

Xpertdoc Smart Forms have revolutionized the way companies collect data and create documents. Read through our compelling use cases to see how customers or employees can easily complete complex data capture tasks, and generate personalized, relevant documents in minutes via entirely digital and automated processes – resulting in improved internal efficiencies, data accuracy and customer experience.

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10 Minute Mondays: The Dynamics 365 Maker Experience (Power Apps)

If you haven't made the switch to the Power Apps Maker Portal, then check out this great video from Heidi Neuhauser shares on the differences between the Classic Solution Designer and the new Power Apps Maker Portal.

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Microsoft Dynamics GP - SmartList Export Solutions

This is one of the most popular tips I have shared at past Summit events! Let me know what you think! You can use #MSDynGP + #Excel + #Macros to create awesome formatted reports!!