As the New Year begins, many companies are finding that they can’t post transactions to 2014. In Dynamics GP, fiscal years need to be set up prior to making transactions for that year. To start a new fiscal year in Dynamics GP, follow these instructions:
I often get asked about Business Intelligence and related tools, as dashboards and data integration have become so common today. Everyone wants “instant information.” After all, aren’t we all information workers today?
Since my company is a Microsoft Partner, doing Dynamics (GP, SL and CRM) business applications, my first recommendation is to “look close to home”. You may be surprised by how much existing BI you already own and are not utilizing if you use Microsoft products (Dynamics, SQL, SharePoint, and Office). The Microsoft BI toolkit is not a lightweight player in the BI market, as you can see from the 2013 Gartner’s Magic Quadrant graphic below.
Recently, while working with a client during a GP2013 and Management Reporter implementation, I got a request to change the Segment ID names from Segment 1, Segment 2, Segment 3 and Segment 4 in the Account Format Setup window to the name listed below in the screen shot.
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