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Dynamics GP in Long-Term Care Facilities
A few weeks back I had an interesting conversation with a long-term care (LTC) facility about their technology infrastructure and the idea of utilizing Microsoft Dynamics GP to meet their needs. As an...
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Microsoft Dynamics GP Garners Impressive Results for Online Retail Group
A retail media group that creates, manages, and operates online media programs for nationally recognized e-commerce websites had outgrown both QuickBooks and their outsourced bookkeeping. This dynamic...
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CRM 2013 New Forms Insufficient Permissions
If you use custom security roles as your only security roles in CRM 2011 then you may run into this permissions issue when you upgrade to CRM 2013 and use the new 2013 Account and Contact forms: It is...
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Does Your IT Strategy Support The Millennial Generation?
Recently the results of a study ("Narratives of Job Satisfaction Offered by the ‘100 Best Companies to Work for in America’") conducted and written by Douglas J Swanson, Ed.D APR was sent to me. In...
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CRM Trends for 2014
Many factors are going to drive changes in 2014. Old school advertising is becoming less effective, customers are becoming dramatically more sophisticated, and engaging your customer’s (the way they...
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CRM Implementation Best Practices
The goal behind a CRM system usually consists of a 360-degree view of the customer and building strong, emotional relationships. However, before you can have a successful CRM system you must have a...
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GP Service Pack 2 - Better Form, Function, and Features
The Microsoft Dynamics GP 2013 Service Pack 2 not only includes resolutions for numerous items but it also includes new features within Analytical Accounting, Document Attach, Human Resources and...
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Lucky 13: SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM...
The case can always be made to select and prioritize phases for change that make sense for an organization. Today, many organizations find themselves on different versions of interoperable products...
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Changing CRM Online Organization Name
You may run into an instance where you need to change your organization name within Microsoft Dynamics CRM Online. While you cannot change the unique name after it has been created, you do have control...
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CRM 2013 Installation Error
Recently I was working on a CRM 2013 Server installation for a customer who had a very well structured and stringent security model across their enterprise. Although we had followed the Microsoft...
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User Credentials Error
If you are seeing this error: "Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials. Check your connection or contact your administrator for more help."...
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Sales Tax and The Supply Chain – Q&A
The supply chain is one of the trickiest areas to navigate in the world of sales tax compliance, often involving sales tax, use tax, exemption certificates, and headaches. Creating a tax-efficient...
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Here comes LEO! Microsoft's truly significant enhancement to CRM
Microsoft Dynamics CRM 1.0 was released approximately 13 years ago (give or take). Since that time, while the version numbers have changed there have been some major and truthfully impressive updates,...
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WennSoft Evolution and Microsoft Dynamics CRM = A New Solution
Market leaders know that keeping the customer at the center of their business sets them apart and that flexibility is needed if individuals and organizations are to grow untethered. WennSoft Evolution...
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Deduction or Benefit Amounts doubling on the W-2
If you have any deduction or benefit amounts that are doubling on the W-2 after running the Payroll Year End Wage file, check the values you have listed in your W-2 Box and W-2 Label filed on the...
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SmartList window won’t open for a specific user
I had a call from a customer running Microsoft Dynamics GP 2013 Sp2. They were using Smartlist the day before when Microsoft Dynamics GP hung. The rebooted their computer and they connected again to...
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Using Dynamics ERP to Reduce Audit Risk
Tax compliance. It is one of those tasks that can drive your accounting department or bookkeeper crazy. It’s also an unavoidable, statutory requirement. Undoubtedly you have developed a process that...
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Simple Steps to Edit Multiple Contact Records in Microsoft Dynamics CRM
CRM Tip & Trick: When a customer sends notification that they have acquired a new phone number or moved to another location, it can be a tedious task to update each employee’s details individually,...
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Choosing an ERP System - Tax Compliance Considerations
Choosing the right ERP that’s going to get the job done for your business is a tall order. Successfully implementing that system so it properly adds value to your business requires a great deal of...
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Microsoft Dynamics GP Gets This Publishing Firm to the Head of the Class
For almost 35 years, Armond Dalton Publishers has published high-quality supplements for collegiate accounting and information systems courses, including popular courseware for Microsoft Dynamics GP ....
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