That is the frantic call you receive when, during another day at the office, a User goes to check on one of their open Opportunities. When they click on the Opportunity in their view, the record won’t load and they receive an error message:
KTL Solutions celebrated their 11th annual Empower the User Conference on May 19th at the Microsoft Center in Reston, Va. This year, as in year’s past, KTL brought 3 unique tracks to the event allowing users to customize their own experience and gain the knowledge they deemed the most valuable. However, we understand that not everyone could make it to all of their sessions. Below is a breakdown of what you may have missed from the ERP Track at UC 2016.
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.
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.
Microsoft Dynamics GP’s Project Accounting suite is a robust, highly configurable and flexible module which is fully integrated with other modules within the Dynamics GP product suite. The flexibility of configuration, setup and integration to other modules makes it an attractive choice for tracking financial data by contract, project and cost category. It allows you to maintain complete control over project costs and execution, while also maintaining control over project budgets.
In this blog, I wanted to provide a little insight into what it is like to be a Consultant at KTL Solutions and shed a little light on what our user conference is all about from a consulting perspective. I have been working at KTL Solutions as a Senior Business Consultant for a little over three years. In this capacity I have been implementing and supporting Microsoft Dynamics GP, Microsoft Dynamics CRM, and PaperSave along with many third party add-ons. Prior to working at KTL Solutions, I was also implementing and supporting ERP systems for about 20 years.
For the last few months we at KTL Solutions (me in particular) have been promoting our upcoming “Empower the User Conference” a free one-day educational event for Microsoft Dynamics GP, SL, and CRM users. And while it is a great educational event that you have learned about through a number of emails, landing pages, and tweets from KTL there are other benefits to attending this event:
Initially when Dynamics CRM Online was introduced it was tied to windows live id, Microsoft’s online authentication platform. Since then it has been replaced by Office 365 login. And it’s not just that Dynamics CRM Online authentication that has moved to Office 365, now there is lot more integration between these 2 systems. The latest one is the connection between Power BI and Dynamics CRM using Office 365. You can find additional details of the same at
Often when discussing a Dynamics CRM it is not uncommon to think of the application solely in the terms of how it can be used for the Sales and Marketing departments. As marketing to prospects and building potential sales are the first interactions companies usually have with a customer it is easy to see why these tend to be focal points for a CRM system. However, critical interactions with those companies do not stop after the sale, they continue on well beyond closing the opportunity and invoicing the order. If you have heard the adage, “It is easier to retain current customers than to acquire new ones,” you know I am speaking of customer service. The customer service module in Dynamics CRM is often forgotten in conversations when speaking of the capabilities of the application yet it is quite a robust piece. To bring light to this often overlooked module of Dynamics CRM over the next few articles we will highlight some of the features.
Each year there is a new version of your ERP software and the big question is should this be the year that we upgrade. Many may see upgrading as a large project that will take time and resources but what you don’t see are all the benefits you will have from upgrading. These benefits are not always limited to the ERP enhancements with an upgraded software. A lot can happen in the year or two that it has been since your last upgrade. Businesses are constantly changing and the need for more automation and functionality out of your software is always there.
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