KTL Blog
Insights and News from KTL Solutions.
Featured
Recent
Connections between Dynamics GP and Excel
Dynamics GP interfaces with Excel in several different ways. The most common ways are through built in functions like Smartlists, Excel Budgets, and Dynamics pre-defined Excel reports. These are the base interfaces, but there are also several other methods to link GP data to Excel. Some of the other ways are through an ODBC driver, a third party add-ons, an Excel connection, etc. In this article, we will discuss the base methods as well as the Excel connection, as these are the quickest ways to get linked.
Leverage Your GP Reports Outside of GP!
Did you know that Microsoft Dynamics GP comes with around 260 SQL reports ready to be used? These reports can be used right out of the box and they don’t require any modifications. Imagine if you could make these reports available to non-GP users; just put them on your company’s internal website; or build an iframe in CRM and display GP data inside CRM. Well, you can do all of this and more if you manage to get these reports out of GP. The way to do this is to deploy them to SQL Server Reporting Services.
Learning How to Sell Business Applications
I’ve had years of experience in the consultative selling world of IT, hardware, software, and professional services. My clients are located in both the private commercial sector and public sector arenas. I recently switched to selling business applications, and although most of my knowledge transferred, there have been some new twists.
How to Copy Word Template Formats
When working with Dynamics-GP we often go to format an invoice and realize that the return document or the order document are essentially the same format. We don’t want to have to spend the same time manually formatting the other documents when it would be easier to just copy the formats.
It isn’t as easy as just renaming the word template and importing it into GP; but it isn’t that hard as well. Below, I have documented the steps in the scenario of creating the SOP Blank Return from an already formatted SOP Blank Invoice word template.
Uploading Journal Transactions in Acumatica Cloud ERP
Most of us have experienced the pain and agony of having to hand-key a very large, multiple line journal entry. You add G/L account number after G/L account number, debit after debit, and credit after credit. You get to the end of the very long journal entry press the save button only to find that your very long, multiple line journal entry is out of balance. So you start your quest. You go line by line comparing the numbers you keyed against your source documentation to ensure that all of the numbers have been entered correctly. If you’re lucky, you’ll find the data entry error in time so that the last thing left to eat in the cafeteria for lunch isn’t a cold grilled cheese sandwich.
Real Time Data Warehouse ETL (Part 1)
Part 1 – Implementing Service Broker as a Real Time ETL Tool
The cheapest and easiest way to solve the real-time ETL problem is to not even attempt it in the first place, but we live in the real world and businesses are saying that:
· Viewing yesterday’s data is no longer sufficient.
· They need a faster reaction time to respond to threats and opportunities.
How are the Parature and Marketing Pilot Purchases for Microsoft Dynamics CRM Coming Along?
Last year, Microsoft unveiled a comprehensive set of new Microsoft Dynamics CRM capabilities by purchasing a social listening tool, a social engagement tool, a marketing tool, and a customer service tool. This customer service tool, or “Customer Care” tool, Parature, and the marketing tool, Marketing Pilot, has been integrating into CRM for the last year and are now ready to help organizations match their customers to the right products and services, engage with them in the right way at the right time, and nurture their relationships.
How To Process A Sales Return On A Sales Invoice
1. Create a sales batch : go to Sales / transactions / Sales Batch
2. Go to transactions
Pumpkin Spice Lattes, Ugg Boots, Thick Sweaters, and … Falling Lead Numbers?
September marks the first month of Fall and man, do I love Fall. Pumpkin Spice Lattes, also known as PSLs, are available at the local coffee shops, Ugg Boots are acceptable to start wearing as the chilly weather comes in, and thick sweaters are being stocked in all the trendy clothing shops. We’ve made it through summer and the thick humidity and are now settled back in our offices from our last fling of summer vacations. Many marketing and sales representatives start to think that since summer and vacations are over, their lead generation will soon rise and the end of the year deal closings will be back at it. This isn’t the case though. Logically thinking, summer is the start to what I would consider a downward trend in the market.
