Tag: ERP

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

Management Reporter – Understanding How It Works

Management Reporter (MR) is the financial reporting tool that comes with Microsoft Dynamics Great Plains (GP). This is the replacement for FRx, and when companies go to Dynamics GP 2015 they have to use Management Reporter or a third party product for reporting. We get many questions concerning this change: Why is FRx going away and why do I have to use Management Reporter? What are the differences between the two? Is everything that was available in FRx available in Management Reporter? What is new in Management Reporter that was not available in FRx? Let’s answer these questions, thereby helping with the decision on moving to Management Reporter or looking for a third party product for financial reporting.

April 21, 2016

Best Practices in Properly Preparing Your Company for an Upgrade

At KTL Solutions we have worked with a lot of upgrade projects involving Microsoft business products, including Dynamics GP, CRM, SharePoint, Exchange, etc. In today’s post we will discuss the preparation you can do as a system administrator to prepare for an upgrade of Dynamics CRM. An upgrade project starts early on when we first investigate/review the existing state of the CRM environment. In most cases, we perform an upgrade by migrating to a new instance of SQL server. In case of multiple version upgrades, we do a migration, and then do an in-place upgrade.

March 24, 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

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

Lions, Tigers, and HTML5… Oh My!

The Dynamics world is all a buzz with the news of GP2016 set to release right around Envision (Convergence for those of you who remember the old days.) There are some great new features and enhancements with this version, one of the most exciting being the HTML5 Web Client!

February 1, 2016

What’s New with Microsoft’s BI Stack

Microsoft has made a large investment in BI in 2015, both on-premises and in the cloud. BI offerings across Datazen, R, Excel, Power BI and coming to SQL Server 2016 are huge. Microsoft released a public BI roadmap on where they are headed with their BI stack. Microsoft’s simple goal is to put the power of data in the hands of every business user. This simple goal is inline with the #1 top ranked IT priority according to Gartner.

January 27, 2016

Professional Services Using CRM

In the past, professional services technology systems were closely tied to ERP systems, sometimes baked right in, sometimes as a third party product. The common practice was to utilize the ERP’s architecture, database and financial modules to create a full-featured financial project management system that could produce very granular financial metrics. I recently wrote about an evolution taking place whereby professional services technology applications can now work using CRM systems, and the advantages/disadvantages of doing professional services in ERP or CRM based technology.

January 21, 2016

Back-office vs. Front-office Pros and Cons; Four Points to Think about When Implementing a Professional Services Solution

Back in the day when computers first became common in businesses, accounting was the first part of the business that became “computerized”. Many reasons caused this, but as time passed and computational complexity increased, these first accounting systems morphed into “Enterprise Resource Systems” (ERP) that allowed businesses to build on top of these first accounting systems in order to automate their other functional areas. Inventory, Sales Order Processing, Purchasing, Service Management, Manufacturing and Professional Services functions were added as modular pieces of functionality that used the core accounting system as its base. ERP systems proliferated and became the automation standard for businesses to scale, become more efficient and glean visibility into complex costing and other financial metrics.

December 22, 2015