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Gamification: A Generation Y Working Method
It is possible you’ve not heard much (if anything) about gamification. That is likely to change. As it relates to organizational management, you are likely to hear much more about gamification in the...
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Business Analyzer — Microsoft Dynamics’ Best-Kept Secret
The Business Analyzer is a dashboard tool introduced with Microsoft Dynamics GP 2010 R2. With this cool little dashboard application, more than 260 KPIs and reports included with Microsoft Dynamics GP...
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Step Up to the Plate or Sit on the Bench
You’re excited –the decision has just been made to purchase and implement a new ERP or CRM project. All the signs are positive. The estimated timeline and responsibilities are defined in a Statement...
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De-Mystifying MRP in Microsoft Dynamics GP
One of the most powerful features of the Microsoft Dynamics GP Manufacturing Suite, is MRP – Materials Requirements Planning. Paradoxically, it may also be one of the least understood functionalities...
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How to Create a New Fiscal Year
To create a new fiscal year in Microsoft Dynamics GP, open Microsoft Dynamics GP, choose Tools , click Setup, choose Company , and click Fiscal Periods . In the Year drop-down list, type the new year...
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How to Recreate Reports Dictionary
Be sure all users are out of Microsoft Dynamics GP before beginning. Make a backup of REPORTS.DIC (usually located in the Dictionaries folder in the shared GP folder). To make a backup, copy and...
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Management Reporter Training through CustomerSource
One of the many benefits of being on and active Service Plan is access to Microsoft’s CustomerSource. To log in, go to https://mbs.microsoft.com/customersource . From there, on the Navigation Pane,...
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Utilizing Landed Cost Functionality
The Landed Cost functionality in Microsoft Dynamics GP is used by many customers. It provides an efficient means for capturing all the costs associated with bringing a product into a warehouse which...
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Who Posted this Journal Entry?
To find out the user who posted a journal entry, add the User Who Posted field to the Account Transactions SmartList. Go to the Account Transactions SmartList. Click the Columns button then scroll...
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Startup and User Classes Folders
To automatically open a Microsoft Dynamics GP window, website, macro, external document or Smartlist, utilize the Startup folder on the Shortcut bar. Right-click on the Startup folder and click Add ....
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Password Protect Microsoft Word .docx attachments
For Microsoft Dynamics GP users who email Sales Documents, Purchase Orders, or Remittances in Microsoft Word format, Microsoft Dynamics GP 2013 allows for the System Preferences window to password...
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Compliance Conundrum: Three Strategies for Meeting Today’s Compliance...
The employment-related tax, human resource, and payroll compliance landscape is becoming increasingly complex. In 2012 alone, there were 17,000 proposed tax rule changes across 10,000 unique tax...
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Customer Feature: Biologics, Inc. – Oncology Care Management
Biologics, Inc. is an oncology services company that empowers healthcare providers, payers, and biopharma to optimize cancer care for the best possible outcomes - clinical, financial and emotional....
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Making Major Life Changes Simpler with the Paycheck “What If” Calculator
When there is a significant life event such as having a baby or a spouse getting laid off, employees want and need to know how this affects their paycheck. Or maybe there’s not a significant life...
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Extend the Power of CRM
Implementing a Customer Relationship Management (CRM) system such as Microsoft Dynamics CRM can provide your business a lot of value. However, significantly more value can be realized by extending...
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Encumbrance Management for Non-Profits
An Encumbrance is the name given to funds that have been set aside when a purchase requisition is finalized and encumbered. When a requisition is processed, funds are reserved for that transaction. The...
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Get Even More Flexibility in GP 2013 with Life Insurance Tax Calculator
Are you tired of keeping spreadsheets for Group Term Life Insurance calculation? Are you continuously updating the benefit amounts in Microsoft Dynamics GP whenever coverage amounts change? Do you...
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Preparing for Microsoft Dynamics CRM 2013
While all of the functionality, changes, and enhancements have yet to be confirmed by Microsoft, Dynamics CRM 2013 is coming in the Fall of 2013. This will be a major release of Dynamics CRM and will...
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Microsoft Dynamics GP 2013 on Windows Azure
Microsoft announced the availability of Microsoft Dynamics GP on Windows Azure this week. The value of Microsoft Dynamics GP 2013 running within the cloud, or a mix of cloud and on-premise...
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Consumer Use Tax: Are You in Compliance?
Last month we provided information about new sales tax legislation that, if passed, will probably affect most companies doing business in multiple states. This month we’d like to provide information on...
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