Tag: Dynamics

IT for Accountants: What is RDP and why do I need it?

So, its 4pm on Thursday and you’re having an issue with payroll in GP. You’re not sweating it because you know that you have an amazing VAR who is going to get this all straightened out for you. You call in and get your consultant on the phone and they tell you they are going to use RDP to get on your machine and see what the problem is. You sit there confused but not wanting to let them know that you have no idea what’s happening. A million thoughts race through your head… “What’s RDP? Should I have this? Do I need it? Why don’t I know?”

September 23, 2015

Five Things to Consider When Moving to the Cloud

News about the cloud is everywhere, the sales pitch for cloud computing is simple.

Companies pay a third-party vendor to run one or more of their systems, like email or payroll, on its own servers, saving tons of money.

September 2, 2015

How to close the fiscal year in Microsoft Dynamics GP

Companies that operate on a fiscal year instead of a calendar year have to do two year end closes in their ERP software. One close is for the calendar year for 1099 and tax filing and the other close would be for the company year end close. Most people ask what is the purpose of two closings. This is a great question the main purpose for two closing is to tax filings that are calendar related for example 1099 processing. The next question that is asked is what happens to within my ERP when I close the fiscal year and that is what we are going to go thru below:

August 28, 2015

How to create a Drop Point in PaperSave

A Drop Point in PaperSave is a method of capturing documents and sending them to a PaperSave workflow. Each Drop Point can be associated to a single workflow, but a workflow may have several Drop Points. The reason a workflow may have several Drop Points is to capture documents from different methods, such as Email, drag and drop, scan, etc.

August 26, 2015

Upcoming Updates to SQL in 2016

Coming in 2016, the newest upgrades and features to SQL have developers everywhere speculating about the future. Microsoft has designed the 2016 release of SQL to be easy to use, traditional in application appearance and control, and most importantly data-secure. The most exciting new feature for SQL in 2016 is called Always Encrypted. Microsoft has created an extra layer of data security so that even when you are working with sensitive data such as social security numbers or credit card numbers, the data is secure. This ensures that even at the most vulnerable time for an attack, while data is being used, a person’s identity and company’s reputation are safe. The best part about this upgrade and its new features is that it will not hinder the performance of the application.

August 24, 2015

Visualizing your Financial Statement with a Waterfall Chart

In July, Microsoft introduced six new chart types that will be available as part of Office 2016. Today, I’m will show you how to take advantage of the waterfall chart, one of the most popular visualization tools used in small and large businesses by modifying Dynamics GP’s Excel Financial Dashboard with Excel 2016 to add a Waterfall chart. A waterfall chart is a form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values and is very useful in analyzing an income statement.

August 19, 2015

The Benefits of CRM Systems and Microsoft Dynamics CRM improved Integration with Outlook

My question to you is; why wouldn’t you be using a CRM system?

CRM’s refer to allons between a business and its customers. CRM systems not only help manage your business and relationships with clients it also provides s number of important benefits to both small and large companies including increasing revenue and decreasing costs. What business or business owner wouldn’t want to do that?

August 5, 2015

How to Renew an SSL Certificate for CRM on ADFS 3.0

If you are using an Internet Facing Deployment for your CRM there is always that time every 1, 3, or X years where you receive the message to renew your SSL Certificate. With ADFS 3.0 no longer dependent on IIS like its previous version were it changes the process a little bit. It is not very difficult to do but it took me a little research to piece together all the steps in the right order. I wanted to share this information so that the process goes as smooth as possible and you aren’t stuck with your environment being down as you scramble to figure out how to get the CRM and ADFS applications working together again.

You will first want to remove the old certificate from the ADFS and CRM servers. If the certificate is not removed then this will cause problems later down the line.

July 28, 2015

Strategies to keep your CRM data clean

With most CRM systems or for that matter any enterprise systems we often hear this saying “Garbage in Garbage out” about the data that resides in these systems. The reality is that most systems do have garbage data and each organization uses different methods to maintain/scrub/cleanse their data. Some organizations use a data warehouse where data is synced from different sources and normalized, the data warehouse is used as the master data source for all reporting and transactional data still remains in the same state. In another situation an ERP would be the source for the master data and all other systems like CRM would sync and integrate with the ERP data. But each system has its users and they too would like to maintain good data. In a modern system like Dynamics CRM, it provides a lot of methods to maintain your data. The following methods can be deployed to keep you data clean:-

June 23, 2015

‘Ask the Expert’ Session: Desktop vs. Remote Desktop

Blogs are a way for KTL Solutions to provide information and highlight particular items and solutions to our customers and users. In this month’s blog, I wanted to highlight KTL Solutions’ 10th Annual User Conference and, in particular, I wanted to provide a recap of the “Ask the Expert” session hosted by Dave Vora and myself.

June 15, 2015