Tag: ISV

Third-Party Phobia

If you have ever attended Microsoft Convergence (may it rest in peace) and have walked the expo hall, then you are aware of the hundreds, even thousands of add-on products to Microsoft Dynamics. Any industry, any problem – there’s a product for it. However, some people are still against the idea of using third-party products. Why is that? Here are some third-party phobic myths I hear often.

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CRM ISV Spotlight: Dynamics CRM 2016 Workflow Tools

Dynamics CRM has come a long way to become an established, and at the same time an evolving platform. There are several ISV solutions that have extended Dynamics CRM beyond a traditional CRM and provided many vertical solutions. One of the ISV solutions I would like to highlight today is “Dynamics CRM 2016 Workflow Tools” by demian_rasko on CodePlex. Like a lot of CRM add-on solutions on CodePlex, this one provides additional functionality at the CRM platform level; and the best part – it is free. This solution is available for Dynamics CRM On-Premises and Dynamics CRM Online, as well as a managed solution. Besides all these benefits, the source code behind this solution is open source, so if you are a developer then you can certainly extend it further to your requirements and add/contribute to this community.

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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.

 

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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 ISV, called an independent software vendor, develops software that integrates or works with an application to add additional functionality.

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How Can PaperSave Help Your Organization? and What are the Future Plans for the PaperSave Software?

 

PaperSave, a software developed by WhiteOwl, is a complete document management, electronic workflow, and transaction automation solution that directly interface with Microsoft CRM, Microsoft Dynamics GP, Microsoft Dynamics AX, Microsoft Dynamics SL, and other ERP systems.

The advantages of the PaperSave Document Management Solution are more than just going ‘Green’ and reducing paper.  Here is a list of the many benefits that may be realized by using PaperSave:

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2016 Sales Tax Changes: What to Expect in the New Year

Like every New Year, 2016 will bring many sales tax changes. Rates will decrease or increase, there’ll be new product taxability rules, exemptions will expire or take effect, and there will be reporting changes. The only thing certain when it comes to sales tax is that change happens. And if often happens without much warning.

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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.

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