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Electronic Banking for Businesses
There are many, varied impressions and ideas of what electronic banking is and what it can mean to an individual or an organization. In the personal banking world, some people think about accessing a...
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Preparing for an Upgrade
Preparing for an upgrade can be a challenging time for anyone or any organization. Upgrades and installations bring change to an organization – which can be disruptive and cause issues if not handled...
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GP Miscellaneous – did you know?
Did you know – you can rename SmartList fields in the regular SmartList - click on the columns name and type over the names in the display names portion of the window. With the information populated...
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How to Configure Activity Feeds
Activity Feeds are not an entirely new concept for CRM 2011, but they are often underused or misunderstood. The main questions I receive are “What actions are posted?” and “Can other actions be...
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Plug-Ins, Workflows, and JScripts: What are these “developeresque” sounding...
For those of your who are experienced in the ways of Microsoft Dynamics CRM, the terms “Plug-In”, “Workflow”, and “JScript” are commonplace and may beg the question, “Why spend time writing an article...
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Sales Tax Compliance for Microsoft Dynamics
How do you Manage Your Sales and Use Tax Compliance? Your answer could mean the difference between peace of mind and a negative audit The costs associated with manual approaches to sales and use tax...
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Microsoft Dynamics GP 2013 is Azure ready
Microsoft announced last month that Dynamics GP 2013 will be available on Microsoft's Azure cloud service through partners in June 2013. "It's all the things you can expect from an enterprise-grade...
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Excel Budgets – did you know?
Use the following tips to troubleshoot issues that may occur when you use Excel-Based Budgeting: Budgets do not automatically update. If the budget was created in Microsoft Office Excel, changes that...
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Three Steps to Easier Payroll Management
If only running payroll was as easy as tapping a few buttons on your keyboard and printing paychecks. Whether you have a few employees or dozens, payroll is rarely as easy as printing checks. Keeping...
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Activity Feeds—“An Error Occurred.”
I ran into an interesting error recently on the Activity Feeds. It kicked out an error but would still work fine if you clicked through the error. If you went into CRM and clicked on What’s New you...
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Using Notes and Attachments within Dynamics GP Web Client and Desktop Client
Using notes within the Dynamics GP Web Client can be confusing when first starting out. There are several points worth mentioning when in comparison to the Desktop Client. Let’s take a look at the...
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How to Import Beginning Balances for Comprehensive Leave Manager
So, you own Integrity Data’s Comprehensive Leave Manager and you need to know how to import beginning balance transactions. The best way to import beginning balance transactions is to create an Excel...
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Microsoft Dynamics GP Enhancement Plans – Which Level is Right for You?
When it comes time to renew your annual Microsoft Dynamics GP Enhancement Plan, you have the option to choose between three plans: - Business Ready Enhancement Plan - Business Ready Advantage Plan -...
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Sales Tax Compliance Tips for 2013
You aren’t in the business of calculating sales tax, yet it seems to take up a large part of your days. From determining your tax liability through nexus, understanding what your consumer use tax...
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Microsoft Dynamics GP Installation Options
A successful MS Dynamic’s installation can be looked upon as a three tiered cake, with each additional layer requiring that the previous is compatible and was successfully configured. While it is...
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Microsoft Dynamics GP 2013 Exporting SmartList to Excel - values have 5...
After upgrading to GP2013, do some of the field values you export to Excel display differently? We are seeing some issues when exporting the same reports used in prior version of Microsoft Dynamics...
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Advanced Finds: Data mining is within your reach
Searching through spreadsheets with pivot tables, submitting a request for a programmer’s help, crossing your fingers and hoping for the best…those were some of the ways data mining used to be done....
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CRM Online and Office 365—The Global Admin
Now that CRM Online is under the Office 365 umbrella, you must maintain your CRM licenses, users, and user information via Office 365 and not in CRM itself. You can no longer even disable a user or...
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Using Workflow to Create a New Activity Feed Post
As you know, Activity Feeds can post certain activities to record walls, so users can have a greater visibility into all the interaction with that record. And as I explained in a previous blog, you can...
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How to Create SmartLists for Comprehensive Leave Manager
If Comprehensive Leave Manager is setup to accrue leave time during payroll processing, the system will calculate the leave time during the build and calculate process. After calculating whether a...
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