Tag: KTL Solutions

Get Your Self-Service On!

Do you need to make an immediate or occasional one-time backup of your Dynamics GP databases, or maybe run a SQL job that populates your BI360 Data Warehouse?  Occasionally, you may be performing some month-end closing procedures, post a large, significant batch, or perhaps you are about to integrate a large amount of your Dynamics GP data into your BI360 Data Warehouse.  It’s critical that you make a good set of database backups to use in recovery in case of a failure, in order to refresh your Dynamics GP data into your Data Warehouse without IT involvement.  There are several ways you can create a one-time backup or run other SQL jobs, like refreshing your Data Warehouse for month-end reporting.  Here are some easiest ways, with some of the tools most people are familiar with:

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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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Dynamics GP Development for Web Client with Custom Rendering

With the advent of the web client, a lot of things have had to change in the way we create customizations in Dynamics GP. VBA is not used with the web client, so right away, all those old VBA customization are going to need to be re-done in Dexterity or Dot Net. Many existing Dot Net add-ons will need to be updated to work with the web client, especially when it comes to rendering the forms for the web client.

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The Two Power Players – Power BI and CRM



At the 11th Annual KTL User Conference, I will be presenting a session on Power BI and Dynamics CRM data.  The main goal is to give users an easy way to present information in a timely and simple-to-understand format.  In the session, using Power BI, we will cover the process of building and accessing refreshable dashboards with information from Dynamics CRM and Dynamics GP.  In the session we will discuss/demo the following:

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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.

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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.

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Dear Diary, Why Don’t My Customers Want to Talk to Me?

In today’s tech driven world, human interaction is dwindling more and more. You see it everywhere! People sitting at dinner, staring at their phones; kids walking with headphones on while they look at the ground; professionals sitting in coffee shops with their phone, tablet, and laptop all at their fingertips. One thing is becoming very clear, we want to be empowered by technology and not have to rely on human interaction to get our information. 

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Training – No Ifs, Ands, or Buts About It!

Training. It’s essential to any person who strives to be successful. Why? Because training allows you to expand your knowledge and skillset in one or multiple areas so that you can better excel at that particular subject. Many people have different views on training: negative and positive. Whichever they may be, there is always a reason for training. Here, I will list three of the most important reasons you should attend KTL’s User Conference Training on May 18th.

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The Agile Calendar

The Agile Calendar was built based on the Agile Manifesto (http://agilemanifesto.org/principles.html), and like the manifesto, contains 12 themes, or principals. Here I am going to go over some of the highlights. For a full view of the manifesto, and other questions you may have, I will be delivering a session called “What You Want to Know About Agile, But Are Afraid to Ask,” at our KTL User Conference 2016 in May at the Microsoft Center in Reston, Virginia, (tickets for the free event can be found here: https://www.eventbrite.com/e/11th-annual-user-conference-tickets-19015933168).

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Prelude to KTL UC 2016 – Benefits of Moving to CRM Online

In the upcoming KTL User Conference 2016, we will have a session on the benefits of moving to CRM Online. You will get all the details on the ease of the move, plus details on the additional features you will get just by choosing CRM Online. As I type this blog, Microsoft has already released the preview guide for what’s coming as an update to CRM in Spring 2016.

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