Best Practices in Properly Preparing Your Company for an Upgrade
At KTL
March 24, 2016
Tag: Dynamics
Using MS CRM “IPluginExecutionContext” to Tackle Business Needs: A 3 Part Series
STOPPING A SALES ORDER FROM BEING CREATED
Stopping an operation using a plugin is a simple process. All you need to do is throw an exception, but its best to not just throw any exception. CRM provides the “InvalidPluginExectionException” that allows you to pass in a message that will get displayed to the user. Using that, we can alert the user that the action they took is not allowed and guide them in the direction of the correct way to create an order.
March 23, 2016
Using MS CRM “IPluginExecutionContext” to Tackle Business Needs: A 3 Part Series
THE PROBLEM
The customer wants to stop users and outside processes from being able to create a sales order directly in CRM. Instead, they have set up a requirement that all sales orders must be created through the sales process. They first create a quote and then use the CRM “Create Order” button on a submitted quote form to convert that quote into a sales order.
March 22, 2016
The Tax You Probably Owe, But Aren’t Paying: A Closer Look at Consumer Use Tax Compliance
Use tax, the lesser known counterpart of sales tax, suffers from a basic lack of PR. Buyers and sellers alike pay it no mind. Despite 27 states having a dedicated line item in tax returns for reporting use tax owed, only 2% of taxpayers actually report it. This has left the states with a $23 billion deficit annually in uncollected use tax.
March 18, 2016
Best Practices with a Dynamics GP Maintenance Plan
Your ERP system (Dynamics GP) is the backbone of many organizations. A plan should be in place to support Dynamics GP in order to minimize issues, downtime, or data loss. Here are a few ideas to better maintain your ERP system.
March 17, 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
Dynamics CRM: You’re Only as Good as Your Data
Microsoft Dynamics Customer Relationship Management (CRM) is a fantastic tool for managing customers, accounts, cases, opportunity, sales people, etc. The possibilities with CRM are endless, which is why we often refer to it as xRM (the x can be anything you want it to be). As a CRM implementation, support, and development partner we often get questions from customer starting out with, “Can CRM do (insert request here)?” And the answer is usually, “Sure it can, but the question really is ‘Do you have the data to support a function like that’?”
March 9, 2016
Design Best Practices to Build Killer Dashboards
When buying real estate
March 2, 2016
Best Practice to Migrate Data into a New Dynamics CRM System
I often do CRM demos using the CRM trial for a couple of reasons. One, the trial only takes a minute to spin up, and secondly, each company I demo I try to tailor the presentation to their company. I find it easier to create a new environment than to demo and clean up a permanent demo environment.
February 24, 2016
How to Create a Balance Sheet in Management Reporter Without Closing Out the Year in GP
When you get to a new year in GP and have not yet closed your fiscal year, you will need to make some modifications to your column on your management reporter to run a balance sheet. When you close your fiscal year in GP, this is the process that rolls the beginning balance forward for the new year. If you have started your new year and have not yet closed the fiscal year, it is still possible to run a balance sheet with the beginning balance. You will need to make modifications to your column on your balance sheet report.
February 17, 2016
