Dynamics CRM Business Process Flow on ‘Lead Entity’ Mysteries
The issue which raised the need to explore the XAML features of the workflow (Business Process Flow) in CRM was the out-of-the-box BPF (Business Process
October 31, 2016
Category: How Tos
How to create Dynamics GP SmartList Workflow Reporting
Recently, I completed a GP 2015 R2 upgrade with Workflow setup for General Ledger, vendor and check batch approval. Microsoft has made changes to the
September 22, 2016
What Happened to All of My GP OLE Notes?
During the migration of OLE Notes to the GP 2013 and above, to the document attach functionality, not all OLE Notes will get migrated through
June 16, 2016
OneNote – Microsoft’s Much Ignored Power Add-In
My first experience working with OneNote was about 5 years ago at a large corporation. This company fell under Sarbanes-Oxley rules, and as such everything was in the public domain: meeting notes, invites, emails, everything. It was used by everybody and everybody felt it was a chore to use.
May 9, 2016
Save a Tree: Tools to Go Paperless
It is almost that time of year again for KTL Solutions to host its annual Mid-Atlantic Technology User Conference, “Empower the User”. This will be our eleventh annual user conference and it will be held on May 19, 2016, at the Microsoft Center in Reston, Virginia. In past user conferences, we have found many users have benefited greatly from the topics presented and have been able to immediately apply some of the information obtained when they returned to their offices.
April 26, 2016
Getting Hyper about Hyperlinks
You can increase productivity and efficiency by using hyperlinks in your Excel documents. Hyperlinks are incredibly easy to setup and even easier to use.
The easiest method for inserting a hyperlink is to create a link to a website. Excel recognizes the syntax of ‘www.something.’ When you type a website into a cell, Excel will automatically create the link for you. Try typing a familiar website into a cell in Excel.
April 7, 2016
Write Off Routine for the Accounts Receivable Module
The write off routine is quick and simple to use in Microsoft Dynamics GP 2015. This blog will go through quick, step-by-step procedures on how to go through the write off routine within GP.
March 15, 2016
How to Pick the Right ISV
Almost every major software company encourages and solicits other companies, knows as ISV’s, to develop solutions for their packages to give them a broader appeal. For those that aren’t sure what an ISV is, an
March 10, 2016
Best Practices for Setting Up and using SmartLists
Many users of Dynamics GP are learning that the best way to get information from GP is thru using a SmartList. When you open the SmartList menu, you see of the left of all the GP modules. You can open this folder and see the subfolder, and within each of these subfolders there are default SmartList reports that come with GP. These reports are marked with a * at the end of the name. Any user can take an existing SmartList and modify it. Here are some easy steps to follow to create and customize SmartLists, including setting it up a reminder.
February 25, 2016
Three New Year’s Resolutions for Navigating in your Excel Workbooks
This article shows how to navigate in your Excel workbook with ease. Below is a basic sample worksheet. Notice the Name Box. When you place your mouse near or over that area, the description
Name Box
appears. The usefulness of this small feature is a bit overwhelming. For now, it is good to know that not only does it show the current cell’s address, it can also be used as a ‘Go To’ box. If you know exactly or even approximately where you want to go, this little portal can take you there quickly.
February 5, 2016
