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Using BI360 and SSIS to Automate a Daily Flash Report
Have you ever had to link multiple spreadsheets together to generate a “readable” or “useable” report? Back in a previous life/career, I was a Director of Finance at a casino, where I provided Daily Flash Reports to management. The reports were quite detailed with slot, table games and restaurant sales data. It would generate KPIs and a summary income statement for the day, month to date and year to date figures for current year, previous year and budget (screen shot below).
Microsoft unveils new marketing, customer care and social listening capabilities
REDMOND, Wash. — Feb. 18, 2014 — Microsoft Corp. (Nasdaq “MSFT”) on Tuesday unveiled a comprehensive set of new Microsoft Dynamics CRM capabilities 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. The new release is expected in the second quarter of 2014.
How Microsoft GP Easily Tailors to Your Business without Sacrifices
Microsoft Dynamics GP thrives in the distribution community and is known for its strong financial capabilities. KTL Solutions has been fortunate to work with many distribution companies and has staff of consultants that are experienced in the industry. One client of ours in particular is a frozen food distributor. Our implementation paved the way for a success story for other distributors experiencing similar growth pains.
Create or Open a New Fiscal Year in Dynamics GP
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:
Microsoft Business Intelligence (BI) Tools and Microsoft Dynamics Business Applications (like GP and CRM) Can Jumpstart your BI Initiative
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.
Fixing Management Reporter’s Segment Dimension Names
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.
Microsoft Dynamics GP 2013, 2010, and Dynamics SL Year End Tax Update
Year-end payroll tax updates are here from Microsoft. Before you close out your year make sure you update your system for the end of the year tax changes for Microsoft Dynamics GP 2013, 2010, and Dynamics SL.
Looking Back on 2013
2014 is upon us, full of exciting moments yet to be had, future announcements yet to be made and future friends yet to be met. While everyone is looking ahead, making resolutions and planning for the future, we at KTL would like to take a moment to remember 2013 and all the events that came with it.
Resource Descriptions in Microsoft Dynamics GP: View Table and Field Information
In order to build reports and integrations for Microsoft Dynamics GP, an understanding of the database tables and fields are essential. Table and field information in Microsoft Dynamics GP is readily accessible and built into the software. To locate the tables and fields:
