Tag: Microsoft

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

Three New Year’s Resolutions for Navigating in your Excel Workbooks

This article shows how to navigate in your Excel workbook with ease. Below is a basic sample worksheet. Notice the Name Box. When you place your mouse near or over that area, the description
Name Box
appears. The usefulness of this small feature is a bit overwhelming. For now, it is good to know that not only does it show the current cell’s address, it can also be used as a ‘Go To’ box. If you know exactly or even approximately where you want to go, this little portal can take you there quickly.

February 5, 2016

CRM 2016 SMS Marketing

What can the new SMS (Short Message Service) Marketing feature in CRM 2016 do for your company? The new SMS feature allows your marketing department/marketing staff to become truly mobile. It allows your marketing department to step into the modern era. Marketers within your company can now create powerful SMS marketing campaigns. They will be able to integrate this feature into the already existing multichannel campaigns running within your establishment. Dynamics CRM 2016’s new SMS feature will support both outbound and inbound SMS marketing in select markets.

February 3, 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

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.

January 29, 2016