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Using MSFT Dyn CRM to Automate RFP Responses

We have observed over the last few years that bidding on contracts with the Federal Government is becoming easier and harder; a contradiction yes, but true just the same.

It has become easier because of the standardization of the award vehicles and bid consolidators like INPUT.  The task of finding the right contracts to bid on and the less complex responses required make it easier; but now that it is easier, there are many for firms competing, which makes winning contracts harder.

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3 Steps to See if You are Web Client Ready

If you are involved in the Microsoft Dynamics world, in any capacity, chances are you have heard the latest buzzword “web client” quite a bit as of late. However, there are three key factors everyone should know about the web client before you call your VAR and tell them you are ready.  

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ISV Spotlight: NonProfitPlus

Non-Profit Organizations have a complex relationship with technology, especially depending on one’s size and the resources available.  We’ve never met a social entrepreneur that has formed a not-for-profit with the end goal of using technology to streamline business processes and  administrative functions.  Non-Profits start as a thought, an idea to create a system that will provide a solution in a community.  Here at NonProfitPlus, we come into contact with organizations that provide noble services such as housing for the homeless, after-school programs for at-risk youth, and life-changing support for recovering addicts.  Their ambitions are admired, their tasks are never-ending and their self-motivation is inspiring.  There is no doubt that these organizations leave a positive mark on communities both near and far.

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How to Conquer Mass Modification to Price Lists in GP

I recently worked on a project to work with Price List Items in GP, a platform which traditionally is not my forte. The goal was to add existing inventory items to a newly created Price Level which we will call ‘NEW’ for the purpose of this article. The caveat was that the current price method used for existing Price Levels (we will call ‘GENERAL’ and ‘DISCOUNT’) was ‘% of List Price’ and the client wished to track these Price List Items as ‘Currency Amount’. This pushed us to have to make the change via the third party application, Scribe, as a change to the price method through the native import tool is not available.

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Where is Everyone Going?

Do you commute to work? Do you sit in traffic during that commute? Do you sit in an unreasonable amount of traffic? Do you feel your time can be better spent being more productive? If so I’m with you. Anyone else feel it’s crazy to pay $13.50 to go 10 miles slightly faster and then still have to sit in a jam after those 10 miles?

This is life in the DC area and it can easily be that same case for any major metropolitan city. I have heard comedians make the joke that to get ride of all the traffic, if only the people going north could change jobs or homes with the people going south everything would be fine (it goes something like that). Traffic is a plague to the issues like fossil fuels and ozone. There is a 21st century solution to all these problems; work remotely.

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Responsibility vs. Blame

In the many organizations and projects I have been through, I always hear someone saying these words, “We must have more accountability around here.” But, in reality what they ‘really’ mean is, “I want to know whom to blame when something goes wrong”. We assume that by early identification of a scapegoat you have put the fear of blame in you or at least the fear of consequences related to that blame and further assume that fear is an effective motivator.

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Part 5 of 5: Power BI, Sharing the Wealth

We have put a lot of hard work into this blog series with building a patron analysis so now it’s time to share the wealth of our analysis insights with the rest of the company.  Power BI’s web site and mobile approach with the deployment of Office 365 and refreshable data through a Data Management Gateway, is the perfect solution.  The Data Management Gateway has come a long way since the first version and with version 1.2 it now supports many data source types from Power Query connections.

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How to Add a ‘GO TO’ to a Custom Smartlist

When you open a SmartList and double-click on a line item Great Plains will take you to the transaction screen that is associated with that specific line item.  This is a functionality within SmartList called a “GoTo”.  This function works for all standard GP SmartLists.  

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KTL-etc: Your Cloud, Your Way.

Over the last several years we have heard a lot about the cloud: How easy it is to move business applications to the cloud; how IT departments are making this part of their strategic business plans; and the different initiatives coming about on how to save companies money and gain efficiencies.  IT is now able to off load hardware and software administrative and resource overhead to hosting providers.  This is empowering them to not only concentration on, but to be a PART of, strategic technology planning efforts for their organizations.  This is an overall benefit to the organization, and I believe an unexpected but welcomed result of the cloud movement.  

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