Tag: KTL

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

Banish The Creep

Scope Creep is defined as the scope of a project (the original design, concept, or plan) begins to change without managed control. This can lead to a project going over budget, taking more time, and not being what the customer agreed to or agreed to pay for.

March 8, 2016

Design Best Practices to Build Killer Dashboards

When buying real estate its all about location, location, location. Like real estate, dashboards or data visualizations are all about one thing – data, data, data. With that in mind, here are some of my data visualization best practice design tips. Make your data visualization:

March 2, 2016

3 Ways to Use Humor in Business

I have always been a fan of comedy, since I was young and used to spend my weeknights in front of the TV watching a VHS copy of “SNL: Best of Chris Farley”. Stand-Up, sitcoms, improv, sketch – I watch or participate in all the current and classic forms, but I wondered if there was a way to incorporate it into my job. I mean, everyone likes to laugh, everyone could use a good joke, but how do I best utilize humor that not only maintains the respect your organization has built but also gets across a clear message. Here are the 3 points I use when figuring out how to use humor effectively at work.

February 29, 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

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

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:

February 11, 2016

Top BI and Corporate Performance Management Trends for 2016

Another year has come and gone, seemingly faster than ever – and we’re already into the second month of 2016. At the end of 2015 or in early January, some people were writing about Business Intelligence (BI) and Corporate Performance Management (CPM) trends they predicted we would see manifest this year. However, much like my current approach to New Year’s resolutions, I felt it was important to let the dust settle, work through the workload hangover of the holidays, and have the New Year function as a soft opening. This way, we can approach 2016 with a rolling start that doesn’t set us up for failure. This article will discuss some key trends and trajectories that data management and analytics will take in 2016.

February 10, 2016

Tips for Migrating Your VBA Code to a GP Dot Net Add-on

Recently we had the task of getting a large number of customization that had been created using VBA and Modifier to function on the GP2015 Web Client. Since VBA will not function on the web client, we had the option of re-writing the functionality in Dexterity or Dot Net. Our development team is mainly focused on Dot Net, with a few of us that are well versed in Dexterity. For this reason, we decided that Dot Net would be the best tool to use in this update, and ongoing support in the future.

February 8, 2016