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Microsoft Dynamics GP is a vast toolbox, more like a vast tool warehouse, and among the many things it can help you do is to streamline the process of applying cash receipts to open invoices. You can choose to apply funds automatically or manually, depending on your needs.
Posted: 2/4/2016 10:32:30 PM by MIG & Co.
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In our last few Microsoft Dynamics SL entries, we have been giving an overview of the advanced project management modules available for the solution: Project Controller, Project Allocator, and Flexible Billings.
Posted: 2/2/2016 10:09:09 PM by MIG & Co.
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Microsoft Dynamics CRM 2016 was released late in 2015, and since then we've been going over the many capabilities you'll find delivered with it. Today we're going to talk about customer service. Microsoft Dynamics CRM enables organizations to earn customers' loyalty and advocacy for life by providing personalized, proactive, and predictive service...
Posted: 2/2/2016 9:29:32 PM by MIG & Co.
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If you have set up a new workflow in Microsoft Dynamics GP, but you are not receiving email notifications, Lance Koplin recently addressed the issue on Microsoft's GP Support and Services blog. His blog entry provides a few things you can look at to try and resolve the problem.
Posted: 2/2/2016 9:13:01 PM by MIG & Co.
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The base project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all the project management most organizations will need, but if you are looking for unique or advanced project management tools, these modules, found in the Advanced Management edition of Microsoft Dynamics SL, deliver what you are looking for.
Posted: 1/28/2016 10:08:21 AM by MIG & Co.
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Among the many capabilities of Microsoft Dynamics GP, it can give you greater control of check payments. You can easily select vendors, specify invoices, and process check batches, and save yourself a lot of time through those processes.
Posted: 1/28/2016 8:30:50 AM by MIG & Co.
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Microsoft Dynamics CRM 2016 was released late in 2015, and since then we've been going over the many capabilities you'll find delivered with it. Today we're going to take a look at the following sales tools...
Posted: 1/27/2016 1:29:56 PM by MIG & Co.
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In our last Microsoft Dynamics SL entry, we were providing an overview of the advanced project management modules available for the solution. The base project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all the project management most organizations will need, but if you are looking for unique or advanced project management tools, Microsoft Dynamics SL also offers a number of specialized project management solutions.
Posted: 1/26/2016 10:48:19 AM by MIG & Co.
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Although it is an incredibly deep and powerful business management solution, Microsoft Dynamics GP is surprisingly easy to learn and to use. One aspect to this ease of use is how relatively simple it is to set up and manage your vendors in Microsoft Dynamics GP. And this streamlined setup and management also gives you increased accuracy and consistency.
Posted: 1/26/2016 10:21:17 AM by MIG & Co.
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Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven organizations. As such, the base project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all the project management most organizations will need, but if you are looking for unique or advanced project management tools, Microsoft Dynamics SL also offers a number of specialized project management solutions.
Posted: 1/22/2016 11:42:00 AM by MIG & Co.
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As discussed in our last entry, Microsoft Envision replaces Convergence on Microsoft's calendar, but where Convergence included many sessions for end users of Microsoft Dynamics solutions, Envision will be focused on management. But that doesn't mean that users will find no place at Envision 2016, as the Microsoft GP Users Group will still be hosting DayONE to Envision, offering hands-on learning sessions for Microsoft Dynamics GP in New Orleans the day before Envision starts.
Posted: 1/22/2016 11:12:28 AM by MIG & Co.
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In our last entry about Microsoft Dynamics SL, we were discussing the use of Communicator in web apps, an internal alert and message solution that enables you to easily communicate and collaborate with teammates. We briefly discussed the setup of the system and started going over the basics of using it. Today we'll continue going over the basics of using Communicator in web apps for Microsoft Dynamics SL.
Posted: 1/20/2016 1:10:31 PM by MIG & Co.
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If you're a decision-maker for your organization, and you're thinking about implementing Microsoft Dynamics GP as your organization's business solution, you might want to reserve a few days this Spring to attend Microsoft Envision. Microsoft Envision replaces Convergence on Microsoft's calendar, but where Convergence included many sessions for end users of Microsoft Dynamics solutions, Envision will be focused on management...
Posted: 1/20/2016 12:16:41 PM by MIG & Co.
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Microsoft Dynamics CRM 2016 was released late in 2015, and we've been discussing in broad strokes the capabilities you'll find delivered with it. Today we're going to take a look at CRM for Outlook and Excel integration as you'll discover them in Microsoft Dynamics CRM 2016, features that will enable your sales staff in particular to be more productive.
Posted: 1/20/2016 11:48:12 AM by MIG & Co.
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Communicator, as the name suggests, enables you to communicate and collaborate with teammates. It is an internal alert and message system used in your workflow. In Web Apps for Microsoft Dynamics SL, a red "Messages" link will appear at the top of the screen if you have messages. A red "New Messages" alert will also appear next to the Communicator option on the screen. Open the Communicator, and you can select to view or send messages. The "New Messages" alert will also appear next to the View Messages option here if there are new messages to review.
Posted: 1/14/2016 3:58:34 PM by MIG & Co.
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If you're having trouble getting your Ship To Address fields to automatically populate on Purchase Orders for Microsoft Dynamics GP, Harry Lee wrote a nice article on the topic for his Redbeard's Blog last month. Basically, purchase orders need some data to already be set up, selected, and/or defined to be able to automatically assign the Ship to Address for line items.
Posted: 1/14/2016 3:39:34 PM by MIG & Co.
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Some businesses have encountered problems when printing 1095-C forms from Microsoft Dynamics GP. Specifically, when the 2015 year end update is installed and the year end wage file is created, the print 1095-C routine is printing all employees instead of just employees with amounts. This means that inactive employees are being printed along with active employees, whether they were paid any wages in 2015 or not.
Posted: 1/7/2016 10:42:04 AM by MIG & Co.
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Microsoft has been looking to speed up the evolution and delivery of business apps for systems such as Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations. Microsoft's answer, in preview since last month, is PowerApps, a new service that empowers employees to create the apps they need and to easily and securely share their apps with coworkers.
Posted: 1/7/2016 10:00:48 AM by MIG & Co.
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Microsoft Dynamics CRM 2016 was released a few weeks ago, and we've been discussing in broad strokes the capabilities you'll find delivered with it. Today we're going to take a look at Microsoft Dynamics Marketing, which can enable your marketing team to seamlessly go from planning to execution, leveraging the power of Office 365 and Power BI to measure your marketing performance across channels.
Posted: 1/6/2016 11:58:32 AM by Cynthia Turcotte
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Last week, Microsoft MVP Ian Grieve discussed on his Azure Curve blog changing the logical file names of SQL databases in Microsoft Dynamics GP.  When a SQL database is created, a logical name will be assigned to it, and that logical name will match the physical name. However, as Grieve points out, "When working with Microsoft Dynamics GP, we often create both a live and test database and then populate the settings in the live database and replicate over the top of the test one."
Posted: 1/6/2016 11:31:39 AM by Cynthia Turcotte
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Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, is easy to learn and easy to use because, in part, of its familiarity to anyone who is familiar with Microsoft Office tools. In addition, solutions such as Office and Azure are designed to work well with Microsoft Dynamics solutions such as SL, as one powerful system. As such, the release of Office 2016 this fall was, for many, also something of an update to Microsoft Dynamics SL.
Posted: 12/30/2015 10:00:09 AM by MIG & Co.
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Microsoft Dynamics CRM 2016 was released a few weeks ago, and we've been discussing in broad strokes the capabilities you'll find delivered with it. Today we'll continue that discussion, beginning with CRM 2016's intelligence capabilities.
Posted: 12/30/2015 9:34:21 AM by MIG & Co.
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Santa's big job is done now, and you'd think his operations would be winding down for a long vacation. But you would be wrong to think that. There is the year-end close to worry about, and then there is the February 1st deadline for Affordable Care Act (ACA) compliance. As pointed out by writers Helen Karakoudas and Wendy Pace in an article for MSDynamicsWorld.com, "the rush brought on by the first filing season for Affordable Care Act returns is adding to usual year-end pressures at the North Pole."
Posted: 12/30/2015 8:55:07 AM by MIG & Co.
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Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, captures and retains oceans of data. Due to business or compliance requirements, you may be required to store and protect this data for years, and over time that data grows exponentially. If you're using tape for long-term data storage, you may find the Azure Backup service to be a better alternative.
Posted: 12/22/2015 8:44:27 AM by MIG & Co.
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Microsoft Dynamics CRM 2016 was released a few weeks ago, and customer experiences will never be the same again. Customer experience has become increasingly important for brands, and yet there is still a significant gap between how some organizations think they're doing on delivering great customer experiences and what customers think...
Posted: 12/22/2015 8:19:24 AM by MIG & Co.
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In our last couple of Microsoft Dynamics GP entries, we've covered setting up Project Time and Expense (PTE) workflows for Microsoft Dynamics GP, and using PTE to enter time and expense information and submit it for approval. Today we're going to look at how the approval process works with PTE.
Posted: 12/22/2015 7:48:12 AM by MIG & Co.
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Last time out, we covered setting up Project Time and Expense (PTE) workflows for Microsoft Dynamics GP. PTE enables employees to enter time and expenses and to create timesheet templates. These documents can then be submitted through workflows for approval. Today we're going to look at how employees submit time and expenses with PTE.
Posted: 12/18/2015 9:40:37 AM by MIG & Co.
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Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, already comes with powerful business intelligence (BI) capabilities, and third-party vendors offer even more BI solutions that work with Microsoft Dynamics SL, each with its own focus and set of features. And on top of all that, Microsoft's Power BI service has been generally available since July.
Posted: 12/18/2015 9:22:41 AM by MIG & Co.
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Today we're going to take a look at setting up Project Time and Expense (PTE) workflows for Microsoft Dynamics GP. PTE enables employees to enter time and expenses and to create timesheet templates. These documents can then be submitted through workflows for approval.
Posted: 12/16/2015 8:54:51 AM by MIG & Co.
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Microsoft Dynamics SL, the project-focused business management solution for project-based organizations, is endlessly customizable, so as to fit your unique needs and business processes. This flexibility is built into every step of setting the solution up, and more advanced customizations and builds are made possible by a number of modules that either come with Microsoft Dynamics SL out of the box, or that are available for purchase a la carte. 
Posted: 12/15/2015 8:02:08 AM by MIG & Co.
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Over the last few weeks, we've been discussing the year-end close for Microsoft Dynamics GP, and today we are going to wrap the discussion up with a look at closing the year in the Inventory module. As with the last module we discussed, Receivables Management, the 2015 year-end update does not include any changes for the Inventory module.
Posted: 12/15/2015 7:29:38 AM by MIG & Co.
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That's right, Microsoft Dynamics CRM 2016 has dropped, online and on-premises, in 130 markets and in 44 languages. Microsoft touts it as their most comprehensive release ever, and in making the announcement, new leader of Microsoft CRM Business Applications group Jujhar Singh says that the release "represents a huge leap forward in our journey to deliver intelligent customer engagement."
Posted: 12/10/2015 7:45:20 AM by MIG & Co.
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The Light User license for Microsoft Dynamics SL is an extremely cost-effective way to give your employees partial access to the system. Not every employee needs full-client access to Microsoft Dynamics SL, but it could be that all of your employees need some access to the system, whether it be to update their personal information, manage benefits and time off, access some reports, submit orders or requisitions, etc.
Posted: 12/10/2015 7:06:54 AM by MIG & Co.
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Over the last few weeks, we've been discussing the year-end close for Microsoft Dynamics GP. Last time, we covered closing the year in Payables Management, and today we're taking a walk over to the other side of that equation and taking a look at closing the Receivables Management module. Unlike Payables Management, the 2015 year-end update does not include any changes for Receivables Management.
Posted: 12/9/2015 6:58:20 PM by MIG & Co.
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Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, has all the business management functionality most organizations require in the Business Essentials edition, out of the box. But if your organization manufactures goods, and has unique or specialized manufacturing management needs, there are a couple of other modules available to satisfy those needs: the Bill of Materials and Work Order modules.
Posted: 12/2/2015 11:26:15 AM by MIG & Co.
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Over the last few weeks, we've been discussing the year-end close for Microsoft Dynamics GP. Today we turn our attention to closing the Payables Management module. The 2015 year-end update for Microsoft Dynamics GP includes changes to the following forms...
Posted: 12/2/2015 10:49:31 AM by MIG & Co.
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If you're weighing the pros and cons of implementing Microsoft Dynamics CRM Online, one thing you needn't be concerned about is security. Last week, Microsoft CEO Satya Nadella took the stage to discuss Microsoft's commitment to security at the Microsoft Government Cloud Forum in Washington D. C. One thing he made clear is that you'll have a very hard time finding software that's more secure than Microsoft's many products.
Posted: 11/30/2015 9:34:09 AM by MIG & Co.
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Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, has all the supply chain management functionality most organizations require in the Business Essentials edition, and we discussed those modules in our last blog entry. But if your organization has unique or specialized supply chain management needs, other modules are available with the Advanced Management edition or a la carte. Those advanced supply chain management modules include the following...
Posted: 11/30/2015 9:16:29 AM by MIG & Co.
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Over the last few weeks, we've been discussing the year-end close for Microsoft Dynamics GP. Today let's look at closing the Fixed Assets module. The 2015 year-end release includes the usual year-to-year changes to the Luxury Auto Maximum Depreciation Deduction Amounts. The maximum depreciation deduction amounts allowed for luxury vehicles have been updated for assets placed in service in calendar year 2015 to comply with IRS guidelines.
Posted: 11/30/2015 8:53:42 AM by MIG & Co.
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Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, has all the supply chain management functionality most organizations require in the Business Essentials edition. And if your organization has unique or specialized supply chain management needs, other modules are available with the Advanced Management edition or a la carte.
Posted: 11/25/2015 8:31:39 AM by MIG & Co.
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We've been discussing the year-end close for Microsoft Dynamics GP lately. Today let's look at closing the General Ledger. The year-end close for the General Ledger should be done after you have closed all other modules in Microsoft Dynamics GP.
Posted: 11/25/2015 7:48:33 AM by MIG & Co.
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Microsoft Dynamics SL is the project-focused ERP solution for project-driven organizations. And if your project-driven organization involves field service, Microsoft Dynamics SL has you covered with specialized field service management modules that are available a la carte with the Advanced Management edition of Microsoft Dynamics SL. Those modules include the following...
Posted: 11/18/2015 4:23:19 PM by MIG & Co.
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Microsoft currently has two phone apps available: Microsoft Dynamics CRM for Phones Express; and Microsoft Dynamics CRM for Phones. The second one, Microsoft Dynamics CRM for Phones, is the newer version of the app, and going forward, Microsoft will only be providing support for that one. So if you install or upgrade to a new version of Microsoft Dynamics CRM, Microsoft Dynamics CRM for Phones, without the "Express" bit added on, is the mobile app you want.
Posted: 11/18/2015 4:04:26 PM by MIG & Co.
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The 2015 Microsoft Dynamics GP year-end release is expected to arrive next week. After you have installed it and upgraded your DYNAMICS and Company databases, you'll need to upgrade any modified forms or reports .dic files as well. Here's a brief overview of how to do it.
Posted: 11/18/2015 3:32:45 PM by MIG & Co.
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Microsoft Dynamics SL is the project-focused ERP solution for project-driven organizations, and as such, the project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all that most organizations will require. However, if your organization has unique, specialized, or highly demanding project management needs, then you'll want the Advanced Management edition of Microsoft Dynamics SL.
Posted: 11/17/2015 9:12:14 AM by MIG & Co.
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The 2015 Microsoft Dynamics GP year-end release, due any day now for the U.S., will be available for Microsoft Dynamics GP 2013 and Microsoft Dynamics GP 2015. Canada will have to wait a couple weeks more. Both the Microsoft Dynamics GP 2013 and Microsoft Dynamics GP 2015 releases are MSP files. These files are cumulative: all prior service packs, hotfixes, compliance updates, and year-end updates are included in the most recent release.
Posted: 11/17/2015 8:21:43 AM by MIG & Co.
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Microsoft Dynamics SL is the project-focused ERP solution for project-driven organizations, and as such, the project management capabilities found in the Business Essentials edition of Microsoft Dynamics SL is all that most organizations will require. However, if your organization has unique, specialized, or highly demanding project management needs, then you will find that the Advanced Management edition of Microsoft Dynamics SL has you covered, whatever those needs might be. The following modules come with the Advanced Management edition of Microsoft Dynamics SL...
Posted: 11/11/2015 8:15:26 AM by MIG & Co.
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When it comes to different versions of Microsoft Dynamics GP, one version might be in the Mainstream Support phase, while an older version is in the Extended Support phase. Below is a chart outlining the differences between Mainstream Support and Extended Support.
Posted: 11/11/2015 8:01:08 AM by MIG & Co.
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It's getting to be that time of year again: the end of it. It's in sight now, less than 2 months away. And the year end means year end closing processes. Now might be a good time to start preparing. Luckily, you're using Microsoft Dynamics GP, and that means you have access to a wealth of resources on year end processes.
Posted: 11/5/2015 11:40:10 AM by MIG & Co.
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Last month Microsoft announced their acquisition of the product business of Adxstudio, makers of a web portals platform based on Microsoft Dynamics CRM. Microsoft Dynamics CRM Corporate Vice President Bob Stutz said as he announced the news, "With this acquisition of our longtime partner, our customers will immediately be able to take advantage of new and exciting ways to engage with customers online."
Posted: 11/5/2015 10:02:26 AM by MIG & Co.
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Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, naturally has strong project management capabilities, but it also has all the business intelligence and reporting capabilities you expect out of a business management solution, and then some. The following modules and features come with the Business Essentials edition of Microsoft Dynamics SL...
Posted: 11/4/2015 8:10:53 AM by MIG & Co.
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Not only can Microsoft Dynamics GP be deployed in the cloud, but so can Microsoft Dynamics CRM, and both can be readily integrated with each other and with Microsoft Office 365 to form one super-solution. Indeed, these separate Microsoft solutions integrate more tightly with each other than they do with other solutions, so that they can seem less like "separate" solutions at all, and more like parts of a tremendous whole. By now, everyone knows the advantages of the cloud, and the only real objection left is concerns over security. Are these concerns legitimate?
Posted: 11/4/2015 7:40:02 AM by MIG & Co.
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Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, is a niche product, but it has all the financial management capabilities you expect out of a business management solution. The following modules come with the Business Essentials edition of Microsoft Dynamics SL...
Posted: 10/30/2015 9:04:28 AM by MIG & Co.
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In light of Halloween being nigh, we present for your consideration the following bone chilling tale of horror. But be forewarned gentle readers... it is not for the faint of heart!



Posted: 10/30/2015 8:52:23 AM by MIG & Co.
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Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, is often just one part of an ecosystem of Microsoft solutions that integrate smoothly and operate optimally together as one business solution. This can include Microsoft Office 365, Microsoft Azure, and even Microsoft Dynamics CRM.
Posted: 10/27/2015 6:51:14 PM by MIG & Co.
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Last month Microsoft announced the availability of a new PowerShell module for Microsoft Dynamics CRM. Created by Microsoft's Kenichiro Nakamura (mission critical specialist) and Sean McNellis (field engineer), it is a single module that provides over 60 PowerShell functions to perform data operations and manipulate user and system settings in Microsoft Dynamics CRM...
Posted: 10/27/2015 6:32:14 PM by MIG & Co.
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RREAL (Rural Renewable Energy Alliance) is a nonprofit organization that is dedicated to making solar energy available to communities of all income levels. Since 2000, RREAL has been providing residential solar energy systems to low-income families. In that time they have grown quite a bit. For one thing, they used to purchase the solar energy systems they installed, and now they manufacture their own systems. Due to this growth, maximizing the funds they raise so their dollars go further became ever more paramount, and to do this and more, RREAL turned to Microsoft Dynamics GP, integrated with Microsoft Dynamics CRM Online.
Posted: 10/27/2015 6:09:32 PM by MIG & Co.
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For more than 25 years, Microsoft Dynamics SL has been the project-focused ERP solution for project-driven organizations, delivering the functionality, performance, and ease of use that power small and mid-size businesses worldwide. Comprehensive out-of-the-box capabilities and rapid, flexible deployment options help get you up and running quickly and affordably. So, naturally, you're interested. How do you buy it?
Posted: 10/27/2015 9:13:45 AM by MIG & Co.
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First opened in 1930, GEARYS Beverly Hills is a Southern California institution, and the place to go for luxury gifts, jewelry, high-end watches, fine dinnerware, and more. As Beverly Hills has grown and changed over these 85 years, so has GEARYS, and that is how they have been successful all this time. GEARYS has been the pinnacle of luxury for 85 years, but as times change, so do client expectations.
Posted: 10/26/2015 8:03:32 AM by MIG & Co.
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Microsoft Dynamics SL is the project-focused ERP solution for project-driven organizations. Managing your project-based organization can be so much easier with the best combination of ERP and project management software, Microsoft Dynamics SL. It combines powerful project management capabilities with equally powerful financial management capabilities to help you manage customer demands, keep up with compliance regulations, and deliver services on time and on budget.
Posted: 10/22/2015 1:06:29 PM by MIG & Co.
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The Microsoft Dynamics CRM 2016 beta release is coming soon, and Microsoft general manager Bill Patterson talked about what the future holds for Microsoft Dynamics CRM in his keynote address at the CRMUG Summit 2015 in Reno.
Posted: 10/22/2015 10:57:03 AM by MIG & Co.
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At GPUG Summit 2015, Microsoft product marketing manager Errol Schoenfish and technical manager Jeff Trosen revealed some more details about what's coming in Microsoft Dynamics GP 2016. As of now, GP 2016 is scheduled for release in April 2016. But before unveiling details about GP 2016, Schoenfish and Trosen recapped the major new features and enhancements that were delivered with Microsoft Dynamics GP 2015 R2 earlier this year.
Posted: 10/22/2015 9:49:44 AM by MIG & Co.
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If you are not using multiple currencies, you don't need Multicurrency Management for Microsoft Dynamics GP, and for that reason, maybe you have decided not to enable it at all. However, if there is any chance of your using multiple currencies in the future, you can save yourself a lot of time and trouble by enabling Multicurrency Management now, even if you're not (yet) using multiple currencies.
Posted: 10/14/2015 7:54:10 PM by MIG & Co.
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An article published last month by MSDynamicsWorld.com made some great points on why you're better off if your CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) solutions are smoothly integrated. And if you're already using Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, what could make for a smoother CRM integration than Microsoft Dynamics CRM?
Posted: 10/13/2015 7:35:57 PM by MIG & Co.
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A recent article published at MSDynamicsWorld.com details how Bisso Marine has implemented a new web-based requisitions solution with Microsoft Dynamics SL that has streamlined and improved their procurement processes.
Posted: 10/7/2015 8:23:40 AM by MIG & Co.
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Bob Stutz, corporate vice president of Microsoft Dynamics CRM, announced last week that starting later this year, users of Microsoft Dynamics CRM Online will be able to use Azure ExpressRoute to establish a private, managed connection to CRM Online. This is great news for those users seeking increased control, predictable performance, and greater security over their network connections. This capability is something CRM Online users have been asking for since ExpressRoute launched last year. ExpressRoute provides its users with dedicated network connectivity through a private connection from their network to Microsoft Azure, and now the same option will be extended to CRM Online.
Posted: 10/7/2015 8:17:27 AM by MIG & Co.
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Microsoft Dynamics GP marketing manager Pam Misialek published a nice blog entry last month that summarized how you can move from an on-premises deployment of Microsoft Dynamics GP to the cloud in 3 steps. If you currently run your organization with an on-premises deployment of Microsoft Dynamics GP, you've probably already thought about making the move to the cloud. The mobile experience is better with a cloud deployment, scalability is no longer an issue, and most organizations do not employ the level of data security that Microsoft provides for cloud deployments of Microsoft Dynamics GP.
Posted: 10/7/2015 7:07:51 AM by MIG & Co.
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Is your organization ready for Affordable Care Act (ACA) compliance? If you're using Microsoft Dynamics GP 2015, or even Microsoft Dynamics GP 2013 R2, you've probably got all the tools you need for compliance. Due to the ACA, effective this year employers of 50 or more full-time employees will be required by the IRS to file two new forms, 1094-C and 1095-C.
Posted: 10/3/2015 8:41:06 AM by MIG & Co.
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In our Microsoft Dynamics SL blog entries over the last few weeks, we've been focusing on the Accounts Payable (AP) module, covering the AP setup options that offer so much flexibility for your unique way of doing business, as well as going over each of the following:
Posted: 9/30/2015 10:18:29 AM by MIG & Co.
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Office 2016 is here, delivering new collaboration tools, new apps, and new security features that will go over well with businesses in particular. This release also brings a new model for delivery with it, and subscribers can now expect to get more frequent updates with new features and enhancements. Microsoft is also offering Office 2016 for Mac as a one-time purchase option.
Posted: 9/30/2015 10:13:10 AM by MIG & Co.
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Microsoft Dynamics CRM makes it easy to go mobile. Got a tablet? Well, the Microsoft Dynamics CRM for tablets app will help you stay connected with your customers and your team, wherever you are. Just search for Dynamics CRM in your device's app store (Windows 8, Windows 8.1, iPad, Android) and install it.
Posted: 9/30/2015 9:47:36 AM by MIG & Co.
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In our Microsoft Dynamics SL blog entries over the last few weeks, we've been focusing on the Accounts Payable (AP) module, covering the AP setup options that offer so much flexibility for your unique way of doing business, as well as going over each of the following...
Posted: 9/23/2015 10:38:25 AM by MIG & Co.
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Tim Wappat got a sneak preview of what Microsoft has in store for Microsoft Dynamics GP 2016, and he shared some of the juicy tidbits on his Dynamic Code Blocks blog. Wappat attended a presentation on Microsoft Dynamics GP delivered by Gary Tronson, Engineering Manager at Microsoft, at the m-hance Dynamic Business Conference in London. Nothing is official from Microsoft's end yet, but you can see some of what they are working on delivering in the updated Microsoft Dynamics GP Roadmap that Wappat shared. He also says that as of now, Microsoft is looking at a May 2016 release for Microsoft Dynamics GP 2016.
Posted: 9/23/2015 10:28:41 AM by MIG & Co.
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Do you store contacts in your email application? In a spreadsheet? On your phone? Wherever they are, importing them into Microsoft Dynamics CRM will enable you to keep track of the people you do business with all in one place.
Posted: 9/23/2015 10:19:53 AM by MIG & Co.
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In our Microsoft Dynamics SL blog entries over the last month, we've been focusing on the Accounts Payable (AP) module, covering the AP setup options that offer so much flexibility for your unique way of doing business, as well as going over each of the following...
Posted: 9/17/2015 11:14:18 AM by MIG & Co.
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Management Reporter is designed to help you create financial reports that can be tailored to meet the specific needs of your organization. Designed by accountants for accountants, Management Reporter enables you to create high-volume, presentation-quality reports in minutes, and you can share report information through email, instant messaging, and other communication features in Management Reporter. A new feature delivered in Microsoft Dynamics GP 2015 is the ability to view the Management Reporter reports that you have access to from within the GP client.
Posted: 9/17/2015 10:07:47 AM by MIG & Co.
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In our Microsoft Dynamics SL blog entries over the last month, we've been focusing on the Accounts Payable (AP) module, covering the AP setup options that offer so much flexibility for your unique way of doing business, as well as going over each of the following...
Posted: 9/14/2015 8:08:47 AM by MIG & Co.
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If your SMB does business in a multicurrency environment, or is eyeing a move in that direction, you need tools to manage your risk exposure to currency fluctuation. Multinational and large corporations are built to navigate the stormy waters of currency fluctuation, and are able to devote resources to the issue that SMBs cannot afford, but luckily you have the Currency Management module in Microsoft Dynamics GP to give you the tools you need to manage your risk exposure to currency fluctuation like a Fortune 500 company.
Posted: 9/14/2015 7:59:28 AM by MIG & Co.
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In our Microsoft Dynamics SL blog entries over the last month, we've been focusing on the Accounts Payable (AP) module, covering the AP setup options that offer so much flexibility for your unique way of doing business, as well as going over each of the following...
Posted: 9/10/2015 12:25:39 PM by MIG & Co.
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If you've been wondering whether your deployment of Microsoft Dynamics GP should be on-premises or in the cloud, have you considered the option of doing both? It doesn't require two different versions of Microsoft Dynamics GP to run the web client and desktop client in the same office, on the same server, or even on the same workstation. Microsoft senior software engineer Brian Allrich delivered a session on Microsoft Dynamics GP mixed deployments at Convergence this year, and he repeated the session recently for GPUG. As he noted, the web client is not an all-in deployment, and organizations can and do deploy both the web and desktop clients.
Posted: 9/10/2015 12:16:39 PM by MIG & Co.
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GPUG, the Microsoft Dynamics GP User Group, provides a platform for networking and knowledge sharing for users of Microsoft Dynamics GP. The site enables users to connect with other users to learn firsthand how best to get the most out of Microsoft Dynamics GP. GPUG offers webinars, local chapter meetings, and news and content to its members. The organization also hosts an annual conference, and GPUG Summit 2015 will be taking place October 13-16 in Reno, Nevada.
Posted: 9/5/2015 9:58:45 AM by MIG & Co.
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In our Microsoft Dynamics SL blog entries over the last month, we've been focusing on the Accounts Payable (AP) module, covering the AP setup options that offer so much flexibility for your unique way of doing business, as well as going over each of the following...
Posted: 9/3/2015 10:17:04 AM by MIG & Co.
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We've previously introduced the basics of CRM for Outlook, a free add-in that enables you to take advantage of what you already know about Outlook to make it easier to learn and work with Microsoft Dynamics CRM. We've talked about tracking Microsoft Dynamics CRM activities in CRM for Outlook, using CRM for Outlook when you are not connected to the internet, and the security settings that control a user's access to CRM for Outlook. Today we'll look at the many ways you can get Help for CRM for Outlook so that you can get the most out of the application.
Posted: 9/3/2015 9:54:49 AM by MIG & Co.
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When you upgrade to a new operating system, you will often experience hiccups in the performance of your existing applications, at least early after the upgrade. Such has been the case for some users of Microsoft Dynamics GP after upgrading to Windows 10, Microsoft's latest operating system. Mariano Gomez addresses one of these issues on his blog: slow performance when exiting Microsoft Dynamics GP on Windows 10. In the article, he summarizes the problem and provides a quick fix.
Posted: 9/3/2015 9:42:26 AM by MIG & Co.
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In our Microsoft Dynamics SL blog entries over the last month, we've been focusing on the Accounts Payable (AP) module, covering the AP setup options that offer so much flexibility for your unique way of doing business, as well as going over each of the following...
Posted: 8/31/2015 9:45:10 AM by MIG & Co.
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In our last few entries, we've looked at the setup options for the Accounts Payable module for Microsoft Dynamics SL that offer so much flexibility for your unique way of doing business, we've covered entering a payment with the Voucher and Adjustment Entry screen, and we've gone over using the Payment Selection screen to select the payments to be made and to get started on actually printing the checks. When we left off in our last entry, the checks had been printed. Now what?
Posted: 8/31/2015 9:37:23 AM by MIG & Co.
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Microsoft Dynamics GP makes it easy to "mobilize" your workforce, enabling users to work in the system from anywhere, on any device. With these capabilities, however, come greater security demands on enterprises when it comes to identity and access management over all of these mobile devices. The good news is, with Office 365 the answer is already built-in, and comes free with your Office 365 commercial subscription, including Business, Enterprise, EDU, and Government plans. That answer is Mobile Device Management for Office 365 (MDM for Office 365), integrated with Azure Active Directory.
Posted: 8/31/2015 9:16:45 AM by MIG & Co.
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We've previously introduced the basics of CRM for Outlook, a free add-in that enables you to take advantage of what you already know about Outlook to make it easier to learn and work with Microsoft Dynamics CRM. We talked about tracking Microsoft Dynamics CRM activities in CRM for Outlook, and now we'll look at what happens next.
Posted: 8/27/2015 10:25:53 AM by MIG & Co.
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In our last few entries, we have been talking about the current workflows available for Microsoft Dynamics GP 2015, covering the system requirements for using them, how to set them up, and what it is like to actually use them. Today we are going to take a look at how you go about creating a new workflow in Microsoft Dynamics GP.
Posted: 8/27/2015 10:15:13 AM by MIG & Co.
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In our last few entries, we have been talking about the current workflows available for Microsoft Dynamics GP 2015, covering the system requirements for using them and how to set them up. Now let's take a look at what it's like to actually use them, with a purchase requisition workflow as an example.
Posted: 8/18/2015 10:18:03 PM by MIG & Co.
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The next major update to Microsoft Dynamics CRM will be here before you know it, expected to land in the fourth quarter of this year. But if you can't wait to take a peek at what's coming, Microsoft announced this month that signups are now available for the Microsoft Dynamics CRM Fall 2015 Preview programs, including Microsoft Dynamics CRM, Microsoft Dynamics Marketing, and Microsoft Social Engagement.
Posted: 8/18/2015 9:16:01 PM by MIG & Co.
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In our last few entries, we've looked at the setup options for the Accounts Payable module for Microsoft Dynamics SL that offer so much flexibility for your unique way of doing business, and we've covered entering a payment with the Voucher and Adjustment Entry screen. Now let's talk about using the Payment Selection screen to select the payments to be made and to get started on actually printing the checks.
Posted: 8/18/2015 9:05:55 PM by MIG & Co.
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In our last few entries, we've looked at the setup options for the Accounts Payable module for Microsoft Dynamics SL, and we've introduced the basics of making a payment with the Voucher and Adjustment Entry screen. Let's go into a bit more detail on that screen, and by that we mean the Detail line items listed at the bottom of the screen.
Posted: 8/17/2015 9:10:35 AM by MIG & Co.
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In our last few entries, we have been talking about the current workflows available for Microsoft Dynamics GP 2015, covering the system requirements for using them, taking a quick look at how some of the financial workflows function, and summarizing how to set up your system to best use workflows. In our last entry, we introduced the Workflow Maintenance screen, where you customize the workflows to function according to your own unique business processes.
Posted: 8/17/2015 8:57:25 AM by MIG & Co.
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In our last few entries, we've looked at the setup options for the Accounts Payable module for Microsoft Dynamics SL, options that provide so much flexibility for your unique way of doing business. Once you've set up the module, and set up the vendors you'll be working with, you can start actually doing that work. So today we'll look at what it's like to use the Accounts Payable tools for Microsoft Dynamics SL.
Posted: 8/12/2015 7:19:16 AM by MIG & Co.
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In our last couple of entries, we have been talking about the current workflows available for Microsoft Dynamics GP 2015, covering the system requirements for using them, taking a quick look at how some of the financial workflows function, and summarizing the setup of your system to use them. But in addition to setting up your system to use workflows, and setting up the email messages approvers will get, you'll want to set up your Workflow Calendar.
Posted: 8/12/2015 7:01:19 AM by MIG & Co.
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In our last entry, we talked about the current workflows available for Microsoft Dynamics GP 2015, covering the system requirements for using them and taking a look at the GL Batch Approval workflow as an example. Now let's look at what it's like to use some of the other financial workflows.
Posted: 8/11/2015 8:39:55 AM by MIG & Co.
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In our last couple of entries, we've been looking at the Accounts Payable setup options in Microsoft Dynamics SL that provide so much flexibility for your unique way of doing business. We've covered the main setup of the Accounts Payable module and the Vendor tab setup options found in the Vendor Maintenance screen. Today we'll look at some of the other tabs found there.
Posted: 8/5/2015 8:11:14 AM by MIG & Co.
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Like most people, you probably already use Microsoft Outlook as your communications, scheduling, and contact management solution. Well, Microsoft Outlook offers a free add-in, CRM for Outlook, that enables you to take advantage of what you already know about Outlook to make it easier to learn and work with Microsoft Dynamics CRM.
Posted: 8/5/2015 8:04:09 AM by MIG & Co.
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Let's take a look at what it's like to use the latest workflows found in Microsoft Dynamics GP 2015. Workflows are great for internal controls, leading to fewer questions about security down the road. They give you more transparency, as workflow history is viewable, so you can see who approved, denied, or delegated at any step in the process. Workflows come with Microsoft Dynamics GP out of the box, and SharePoint is no longer needed to use them. And a user does not need a Microsoft Dynamics GP login to approve from email.
Posted: 8/5/2015 7:56:54 AM by MIG & Co.
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Like the other business management tools in Microsoft Dynamics SL, the Accounts Payable module is easy to set up and easy to use. In our last entry, we looked at the setup options that provide so much flexibility for your unique way of doing business. Today we'll look at the further setup options provided by some of the maintenance screens, where you set up information that works with the setup options you selected during Accounts Payable setup.
Posted: 7/30/2015 9:38:00 AM by MIG & Co.
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Have you ever been playing a video game, and you haven't saved for a while, and the game suddenly freezes up and gets stuck? No fun, right? And video games are just personal entertainment. It's even less fun when a batch gets stuck in your ERP system at work.
Posted: 7/29/2015 10:18:37 AM by MIG & Co.
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We've been taking you on a little tour of the latest version of Microsoft Dynamics CRM, showing you what's it like to use the best customer relationship management solution on the market. In previous entries we've covered the following...
Posted: 7/29/2015 10:04:58 AM by MIG & Co.
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Microsoft plans to acquire Israeli cloud security firm Adallom, as first reported by the Calcalist financial news service on Monday. This is just the latest move by Microsoft to beef up the security of its cloud offerings, such as a cloud deployment of Microsoft Dynamics GP. This commitment by Microsoft to security answers one of the biggest concerns customers have when considering moving to the cloud.
Posted: 7/22/2015 8:48:22 AM by MIG & Co.
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Like the other business management tools in Microsoft Dynamics SL, the Accounts Payable (AP) module is easy to set up and easy to use. When you open the AP Setup window, the first tab (furthest to the left) is the Account Information tab. This is where you set up default values for the system.
Posted: 7/22/2015 8:41:23 AM by MIG & Co.
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We've been taking you on a little tour of the latest version of Microsoft Dynamics CRM, showing you what it’s like to use the best customer relationship management solution on the market. Last time, we talked about the Main Menu from the navigation (nav) bar, the Quick Create button, contact lists, and your customizable performance dashboard. Onward with the tour...
Posted: 7/22/2015 8:29:06 AM by MIG & Co.
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Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, already comes with powerful business intelligence (BI) capabilities, and third-party vendors offer even more BI solutions that work with Microsoft Dynamics SL, each with its own focus and set of features. And if that's not enough, Microsoft announced last week that their new Power BI service will become generally available on July 24, 2015.
Posted: 7/17/2015 9:20:55 AM by MIG & Co.
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The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived in June, and with it came a shipload of new features. We've mentioned the new Self Service User Type before, but today we're going to take a closer look at it. A popular request from customers, this new user type was created for users who require very limited access to the Microsoft Dynamics GP system.
Posted: 7/17/2015 8:30:50 AM by MIG & Co.
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We've been taking a closer look at the web apps that were recently released with Microsoft Dynamics SL 2015 CU1, giving you mobile access to SL from anywhere and from any device. In previous entries, we've looked at the new web apps available under the "Project" and "Resource Management" headings, and now we'll investigate the others.
Posted: 7/15/2015 11:16:24 AM by MIG & Co.
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The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived in June, and since then we've been looking at some of the new features that were delivered with it. In previous entries, we've covered the following new features...
Posted: 7/15/2015 10:59:08 AM by MIG & Co.
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The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived in June, and since then we've been looking at some of the new features that were delivered with it. In our previous entries, we've covered the following new features...
Posted: 7/9/2015 12:16:07 PM by MIG & Co.
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We've been taking a closer look at the web apps that were recently released with Microsoft Dynamics SL 2015 CU1, giving you mobile access to SL from anywhere and from any device. This time we'll start with the web apps found under the Resource Management heading, which include the following...
Posted: 7/9/2015 11:49:09 AM by MIG & Co.
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The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived in June, and we've been looking at some of the new features that were delivered with it. In previous entries, we've covered the following new features...
Posted: 7/3/2015 11:04:39 AM by MIG & Co.
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Microsoft Dynamics SL web apps were introduced a year ago to give users mobile access to the system from anywhere and from any device. The initial web apps were for time and expense entry, and the web apps delivered last fall covered project functionality such as maintenance, delegations, and document and budget approval. In May of this year, a new batch of web apps was delivered with the latest release, Microsoft Dynamics SL 2015 CU1, and included the following...
Posted: 7/3/2015 10:40:57 AM by MIG & Co.
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What's it like to use the best customer relationship management solution on the market? Come along on a brief walk-through of the latest release of Microsoft Dynamics CRM and find out...
Posted: 7/3/2015 10:15:49 AM by MIG & Co.
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The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived in June. Since then we've been looking at several of the new features that were delivered along with it. In our previous posts, we've covered the following new features...
Posted: 7/3/2015 8:44:11 AM by MIG & Co.
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When you select and implement Microsoft Dynamics CRM as your customer relationship management solution, you're not just getting the best CRM system on the market, you're also getting the best support. There is a wide range of material out there to help your staff get the most out of the vast array of tools that come with Microsoft Dynamics CRM, and Microsoft has made it even easier with a revamped Microsoft Dynamics Help & Training website. Here you can find ebooks and videos on a great many Microsoft Dynamics CRM topics.
Posted: 6/30/2015 8:53:25 PM by MIG & Co.
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Mobility is the new normal, and Microsoft Dynamics SL web apps have been designed and delivered with that in mind. People increasingly use smartphones and tablets for work, and the majority of people who use either for work are choosing the devices themselves. An estimated 905 million tablets will be in use for work, be it in the office, at home, or on the road, by 2017, and Microsoft Dynamics SL is already ready for that future.
Posted: 6/30/2015 7:32:20 PM by MIG & Co.
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The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived in June, and we've been looking at some of the new features that were delivered with it. In previous entries, we've looked at the following new features...
Posted: 6/30/2015 7:06:52 PM by MIG & Co.
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Microsoft Dynamics SL 2015 CU1, the latest release of Microsoft Dynamics SL, was delivered in May, and with it came a third round of web apps for mobile use of the solution. These web apps are written in HTML5 and give your staff browser-based access to view and enter data into Microsoft Dynamics SL through a tablet, smartphone, or desktop machine.
Posted: 6/26/2015 8:23:30 AM by Cynthia Turcotte
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The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived this month, and we've been looking at some of the new features that were delivered with it. In previous entries, we've looked at the following new features...
Posted: 6/24/2015 7:11:07 AM by MIG & Co.
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If you start a small business that involves some delivery, you may use your personal car to make those deliveries at first. But if your business is successful and grows, your car will eventually be unsuitable for keeping up with delivery demands, so that the purchase of a dedicated delivery truck is required, and perhaps someday, your growth will be such that you will require a whole fleet of dedicated delivery trucks.
Posted: 6/24/2015 6:57:47 AM by MIG & Co.
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The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived earlier this month and we've been looking at some of the new features that were delivered with it. In previous entries, we've looked at the following new features...
Posted: 6/17/2015 7:47:13 AM by MIG & Co.
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The future of access to Microsoft Dynamics SL is already here: web apps that are written in HTML5 and give your staff browser-based access to view and enter data into Microsoft Dynamics SL through a tablet, smartphone, or desktop machine. The first of these apps was released last year, and enabled users to record time and travel expenses anytime, anywhere. The apps are intuitive and easy to use, and the interfaces are built to scale to the size of the device being used.
Posted: 6/16/2015 11:22:47 PM by MIG & Co.
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David Long recently wrote an article for MSDynamicsWorld.com that outlined how the difficult process of onboarding can be made much easier and much more effective through the use of Microsoft SharePoint in conjunction with a Microsoft Dynamics ERP solution such as Microsoft Dynamics SL, the project-focused system for project-driven organizations. Long states that many organizations suffer from an ineffective onboarding process, but the solution is already at hand for Microsoft SharePoint and Microsoft Dynamics SL users.
Posted: 6/15/2015 8:39:53 AM by MIG & Co.
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Earlier this year, Microsoft strengthened the on-premises and hybrid mobile business intelligence capabilities of its Microsoft Dynamics ERP products, including its project-focused solution Microsoft Dynamics SL, with the acquisition of Datazen. Datazen is a mobile business intelligence and data visualization tool provider for Windows, iOS, and Android devices.
Posted: 6/11/2015 8:54:19 AM by MIG & Co.
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Microsoft Dynamics GP 2010 is fast approaching the end of it support lifecycle. As of October 13 of this year, Microsoft will no longer support it. So if you're still running your business on GP 2010, that makes for a very good reason to upgrade to the current release, Microsoft Dynamics GP 2015 R2, which was just made available this month.
Posted: 6/10/2015 6:29:30 AM by MIG & Co.
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The half-year wait has finally come to an end: the latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, was released last week. Of course, it wasn't much of a wait: remember when major releases came out once a year at most? Now Microsoft delivers major updates to Microsoft Dynamics GP twice a year, so it's always evolving.
Posted: 6/8/2015 9:40:31 AM by MIG & Co.
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Last month Microsoft announced the general availability of Microsoft Social Engagement for Microsoft Dynamics CRM. This toolbox replaces Microsoft Social Listening, and many new features have been added for the new toolbox, including an improved user interface, new filters, and new visualizations. If you're interested in how this new toolbox looks and feels, Microsoft has added Microsoft Social Engagement to the free test drive they offer for Microsoft Dynamics CRM.
Posted: 6/5/2015 7:16:01 AM by MIG & Co.
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The SMB Group has recently published two reports on SMB (small to midsize business) adoption of mobile business management apps: "SMB Adoption Trends and Requirements: Mobile Applications" and "SMB Adoption Trends and Requirements: Mobile Management." SMB Group analyst Laurie McCabe introduced the reports on her blog, and noted that mobile adoption and mobile budgets continue to rise. It's no wonder: businesses want to get on the bandwagon now or risk getting left behind.
Posted: 6/5/2015 7:00:50 AM by MIG & Co.
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In anticipation of the release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, which was released on Monday, we've been looking at some of the new features that will be delivered. In our last few entries, we've looked at the following new features:
Posted: 6/3/2015 7:41:54 AM by MIG & Co.
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With the help of Microsoft Dynamics CRM, companies are now embracing customer engagement solutions to accelerate collaboration across sales, service, and marketing to better connect with their customers. And now, with the May delivery of the latest version of Microsoft Dynamics CRM, these customer engagement solutions are even easier to use and more powerful. The innovations Microsoft delivers with this release are designed to better help you deliver personalized, proactive, and predictive experiences to your customers. 
Posted: 5/30/2015 1:28:36 PM by MIG & Co.
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In our last few entries, we have been taking a look at what it is like to use the Accounts Receivable module for Microsoft Dynamics SL. Today we're going to take a look at what it is like to use the Quick Query tool for the Accounts Receivable module in Microsoft Dynamics SL.
Posted: 5/29/2015 11:07:09 AM by MIG & Co.
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The next release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, is due to arrive in June, and we've been looking at some of the new features that will be delivered. In our last couple of entries, we've looked at the following new features: All-in-one document viewer for purchasing, Payables transaction approval workflow, Employee self-service access to their W2, Scriptable provisioning and management. Today let's put the spotlight on another new feature, analytical accounting transaction lists.
Posted: 5/29/2015 9:28:58 AM by MIG & Co.
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The next release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, is just around the corner now, and we've been looking at some of the new features that will be delivered. In our last entry, we looked at the new all-in-one document viewer for purchasing, and this time out, we're looking at the new payables transaction approval workflow, employee self-service access to their W2, and scriptable provisioning and management.
Posted: 5/26/2015 9:11:08 PM by MIG & Co.
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In our last few entries, we have been taking a look at what it is like to use the Accounts Receivable (AR) module for Microsoft Dynamics SL, covering all of the following: Entering and previewing an invoice, entering and applying a payment, using the various process screens to automatically apply payments or to make adjustments, and using the inquiry functionality for the Accounts Receivable module. Today we're going to take a look at what it is like to use the reporting functionality for the Accounts Receivable module in Microsoft Dynamics SL.
Posted: 5/26/2015 3:57:35 PM by MIG & Co.
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The next release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, is just around the corner now, and one of the most anticipated new features is the "all-in-one" document viewer for purchasing. This all-in-one document viewer can track a chain of documents through business processes managed in Microsoft Dynamics GP, so if a vendor calls to inquire about a purchase order, for example, you can use the all-in-one viewer to see all the items for that purchase order, such as receipts, payables vouchers, invoices, and payments. You can also drill down into a single item's detailed information. This viewer will be available for purchasing with this release, but it will eventually be expanded to sales and inventory as well.
Posted: 5/22/2015 3:49:42 PM by MIG & Co.
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In our last few entries, we have been taking a look at what it is like to use the Accounts Receivable (AR) module for Microsoft Dynamics SL, including entering and previewing an invoice, entering and applying a payment, and using the various process screens to automatically apply payments or to make adjustments. Today we're going to look at some of the information inquiries for the Accounts Receivable module.
Posted: 5/21/2015 2:52:35 PM by MIG & Co.
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Microsoft recently announced the general availability of Microsoft Social Engagement for Microsoft Dynamics CRM. This toolbox replaces Microsoft Social Listening, and in our last couple of entries, we've been discussing some of the many new features for the new toolbox, including an improved user interface, new filters, and new visualizations. Today we'll look at some businesses that have already been using the social monitoring capabilities of Microsoft Dynamics CRM to better engage with customers.
Posted: 5/20/2015 4:32:40 PM by MIG & Co.
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In our last few entries, we have been taking a look at what it is like to use the Accounts Receivable module for Microsoft Dynamics SL, including entering and previewing an invoice, and entering and applying a payment. Today let's look at how some of the process screens work in the Accounts Receivable module.
Posted: 5/20/2015 6:44:58 AM by MIG & Co.
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Lync was already known as "Skype for Business," but now you can remove the quotation marks, because it has become official. Microsoft recently announced the rebranding, and now Lync literally is Skype for Business. So what happens to the smooth integration between Microsoft Dynamics GP and Lync? Well, it is now a smooth integration between Microsoft Dynamics GP and Skype for Business.
Posted: 5/19/2015 7:19:39 PM by MIG & Co.
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In our last couple of entries, we have been taking a look at what it is like to use the Accounts Receivable module for Microsoft Dynamics SL, including entering an invoice and previewing an invoice. But now let's say that you have created and sent an invoice, and you have received a payment. How does entering that payment into the system work with the Accounts Receivable module for Microsoft Dynamics SL?
Posted: 5/12/2015 7:03:35 PM by MIG & Co.
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Everyone understands the importance of the notion of "survival of the fittest" when it comes to business. Run a search of "survival of the fittest" on Amazon, and you will receive dozens of results that are business books and articles. It seems that Charles Darwin really captured the fancy of business strategists. Everyone equally understands the importance of constantly evolving to stay modern and to stay ahead of the competition for both short-term and long-term business success. That's where Microsoft Dynamics GP comes in.
Posted: 5/12/2015 6:40:49 PM by MIG & Co.
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As your organization grows, so do the risks of doing business. More growth and more employees mean that you can't personally watch over every transaction, and new markets and product lines bring with them additional regulations and compliance requirements. But automated internal controls reduce risks. You need a business management solution that delivers not only those internal controls, but also enables audit trails and formal business processes that a growing organization needs to manage and control risk. A business management solution like Microsoft Dynamics GP.
Posted: 5/9/2015 2:00:45 PM by MIG & Co.
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Microsoft recently announced the general availability of Microsoft Social Engagement for Microsoft Dynamics CRM. This toolbox replaces Microsoft Social Listening, and in our last entry, we discussed some of the new features for the new toolbox, including an improved user interface, new filters, and new visualizations. Today we'll look at some of the other new features to be found in Microsoft Social Engagement for Microsoft Dynamics CRM.
Posted: 5/6/2015 6:51:00 AM by MIG & Co.
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The traditional workplace isn't so traditional anymore, and business doesn't stop because you are on the road or working from home. Nor does it slow down. Microsoft Dynamics GP gives you the tools to work and connect with your team from virtually anywhere. Improve productivity by enabling your employees to get their work done from anywhere and on any device. Access your business management systems and documents from home or on the road to submit or approve orders, and to collaborate with others.
Posted: 5/5/2015 6:27:03 PM by MIG & Co.
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In our last entry, we were taking a look at what it's like to use the Accounts Receivable module for Microsoft Dynamics SL, and today we're going to continue that ride. Last time, we covered some of the details of entering an invoice into the system. But what if you want to see what your invoice is going to look like before you release your batch? Well, you can open an invoice preview screen right from within the Invoice and Memo screen.
Posted: 5/4/2015 8:22:06 PM by MIG & Co.
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Because they are both Microsoft products, Microsoft Dynamics GP and Microsoft Dynamics CRM work well together, and familiarity with one leads to the other being easier to learn and use. Microsoft Dynamics GP is a sophisticated business management solution that delivers a world of tools, and adding Microsoft Dynamics CRM to the equation maximizes your ability to understand and engage with your customers.
Posted: 4/29/2015 8:11:42 AM by MIG & Co.
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In our last couple of entries, we've looked at the setup options for the Accounts Receivable module for Microsoft Dynamics SL, options that provide so much flexibility for your unique way of doing business. Today we'll look at what it's like to actually use the Accounts Receivable tools for Microsoft Dynamics SL.
Posted: 4/29/2015 8:05:48 AM by MIG & Co.
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Last week Microsoft announced the general availability of Microsoft Social Engagement for Microsoft Dynamics CRM. Last year, Microsoft introduced Microsoft Social Listening, delivering powerful social listening and social analytics tools to help sales, marketing, and service teams gain insight into how people feel about your organization. Microsoft Social Engagement replaces Microsoft Social Listening, but it is more than just a change of name. The user experience has been completely reimagined, extending beyond social listening and sentiment analysis to offering true social engagement.
Posted: 4/29/2015 7:57:22 AM by MIG & Co.
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Like the other business management tools in Microsoft Dynamics SL, the Accounts Receivable module is easy to set up and easy to use. In our last entry, we looked at the setup options that provide so much flexibility for your unique way of doing business. Today we'll look at the setup options provided by some of the maintenance screens, where you set up information that works with the setup options you selected during Accounts Receivable setup.
Posted: 4/28/2015 4:52:09 PM by MIG & Co.
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Grow your organization without growing your payroll. As your organization grows, processes become more complex, transactions and inventory levels increase, and managing it all becomes more difficult each day. If your systems can't efficiently handle your growth, regardless of how many people you hire, it's time to turn to Microsoft Dynamics GP to automate repetitive tasks, create efficient workflows, and streamline your business. Simplify your financial processes, automate your supply chain, and focus on customers instead of administrative tasks.
Posted: 4/28/2015 4:38:12 PM by MIG & Co.
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Your organization may have started small, but hard work and dedication grew it to where it is today. If your business management system is impacting your growth potential, now's the time to take the next step. Microsoft Dynamics GP enables small and midsize organizations to make the use of technology a business advantage. Modernizing your systems and business processes can set you apart from your competitors, whatever size they are. Microsoft Dynamics GP is the flexible, trusted solution that supports your business goals—growing sales, increasing efficiency, protecting your data, and enabling your workforce.
Posted: 4/23/2015 8:59:30 AM by MIG & Co.
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Like the other business management tools in Microsoft Dynamics SL, the Accounts Receivable module is easy to set up and easy to use. When you open the AR Setup window, the first two tabs, Invoice Accounts and Payment Accounts, have some fields that cannot be changed: the Discount and Finance account fields on the Invoice Accounts tab and the NSF field on the Payment Accounts tab. The other fields can be edited if needed.
Posted: 4/23/2015 8:54:29 AM by MIG & Co.
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In our last entry we discussed an announcement Microsoft made at Convergence last month that a Parature integration will be arriving with the Spring release of Microsoft Dynamics CRM. But that wasn't the only news Microsoft shared at Convergence. Another announcement Microsoft dropped at Convergence was that they have acquired Mojo Surveys, an enterprise feedback management tool, from Fusion Software.
Posted: 4/23/2015 8:47:56 AM by MIG & Co.
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In our last few entries, we have been discussing what it is like to use the financial tools in Microsoft Dynamics SL, including how batches are posted to the General Ledger, how transactions are corrected, how allocations are made, and how a posting period is closed. In our last entry, we took a look at inquiries and reporting for the General Ledger in Microsoft Dynamics SL. Today let's look at how you can use Quick Query to quickly access relevant information in Microsoft Dynamics SL.
Posted: 4/22/2015 8:21:22 AM by MIG & Co.
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This week Microsoft announced the acquisition of Datazen Software, an industry leader in mobile business intelligence (BI) and data visualization on Windows, iOS, and Android devices. SQL Server Enterprise Edition customers with version 2008 or later and Software Assurance can already download the Datazen Server software at no additional cost. Datazen solutions will complement Microsoft's own Power BI for now, and over time, Datazen will be integrated into Power BI.
Posted: 4/22/2015 8:18:18 AM by MIG & Co.
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In our last few entries, we have been discussing what it is like to use the financial tools in Microsoft Dynamics SL, including how batches are posted to the General Ledger, how transactions are corrected, how allocations are made, and how a posting period is closed. Today we're going to take a look at inquiries and reporting for the General Ledger in Microsoft Dynamics SL.
Posted: 4/17/2015 10:27:53 AM by MIG & Co.
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Lately we've been looking at some of the new features coming with the next release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, which is expected to drop in May or June of this year. Microsoft gave a sneak peak at some of the new features at Convergence last month, particularly the new "all-in-one" document viewer and a new time management application. But Microsoft also gave a sneak peak at the release that will follow that one, further on down the road(map).
Posted: 4/17/2015 10:09:41 AM by MIG & Co.
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The next release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, is expected to drop in May or June of this year. As we've discussed before, Microsoft gave a sneak peak at some of the new features at Convergence last month, particularly the new "all-in-one" document viewer and a new time management application (app). But Microsoft has also lifted the veil on a fuller list of the new features that we can expect to arrive with the next release.
Posted: 4/8/2015 8:47:04 AM by MIG & Co.
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One of the announcements Microsoft dropped at Convergence last month was a Parature integration that will be arriving with the Spring release of Microsoft Dynamics CRM. Bob Stutz, corporate vice president of Microsoft Dynamics CRM, wrote in a blog post, "The Spring '15 release marks the start of Parature's integration with Dynamics CRM for knowledge management. Customer service agents will have knowledge integrated into their daily service interactions out of the box."
Posted: 4/8/2015 8:44:23 AM by MIG & Co.
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In our last few entries, we have been discussing what it is like to use the financial tools in Microsoft Dynamics SL, including how batches are posted to the General Ledger, how transactions are corrected, and how allocations are made. Today let's take a look at how a posting period is closed in Microsoft Dynamics SL.
Posted: 4/8/2015 8:41:08 AM by MIG & Co.
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Beginning with the release of Microsoft Dynamics GP 2013 R2, Microsoft has implemented a new workflow system that is self-contained within Microsoft Dynamics GP. The new workflow system is labeled Workflow 2.0. This system uses Active Directory users that you can set up as delegates for approvals and tasks. These users do not have to have Microsoft Dynamics GP licenses unless they also need to access GP windows. This system works with both the web client and the desktop client. If you add Web Services, you can use email approvals. The big difference between this system and the old one is that the new workflow system no longer uses SharePoint or Business Portal.
Posted: 4/1/2015 7:09:30 AM by MIG & Co.
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In our last entry, we discussed some of the new features that will be delivered in the Spring 2015 release of Microsoft Dynamics CRM, which were unveiled at Convergence earlier this month. Let's take a look at more of the new features that are on the way.
Posted: 3/28/2015 1:05:29 PM by MIG & Co.
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In our last couple of entries, we have been discussing what it is like to use the financial tools in Microsoft Dynamics SL, focusing on how batches are posted to the General Ledger. Today let's take a look at other aspects of posting batches, starting with how journal transactions are corrected in Microsoft Dynamics SL.
Posted: 3/28/2015 12:53:09 PM by MIG & Co.
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Convergence is the annual event where Microsoft Dynamics users come together to network, share tips and tricks, learn about the latest features and updates (as well as those to come in the next release), get answers to tough questions from Microsoft product experts, and find new ways to stay ahead of their competition. Convergence 2015 has now come and gone. Here are a few things we learned about Microsoft Dynamics GP at Convergence this year.
Posted: 3/28/2015 12:49:23 PM by MIG & Co.
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In our last couple of entries, we have been discussing how the benefit self service functionality has been completely redesigned for Microsoft Dynamics GP 2015, making it easier to use and more flexible. We listed some of the new capabilities, such as an improved benefit enrollment period and the ability to attach notes to enrollment processes, and we looked at the improved flexibility in the setup of employee benefit self service for Microsoft Dynamics GP 2015. Today we'll look at what it's like for employees to use the benefit self service functionality.
Posted: 3/20/2015 3:21:22 PM by MIG & Co.
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In our last entry, we were discussing what it is like to use the financial tools in Microsoft Dynamics SL, focusing on how batches are posted to the General Ledger. Let's take a look at that in a little more detail. Each batch has a status that is displayed wherever a batch is listed or open for viewing/modifying. Here are the possible statuses that you will see...
Posted: 3/20/2015 3:01:32 PM by MIG & Co.
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Microsoft announced the Spring 2015 release of Microsoft Dynamics CRM at Convergence this week. It's part of the twice-a-year major update roadmap they've been following of late, and the release will be available by the end of the second quarter of this year. They also gave sneak peeks at some of the new features and enhancements that will be coming with the Spring '15 release.
Posted: 3/20/2015 2:54:25 PM by MIG & Co.
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In our last entry, we were discussing how the benefit self service functionality has been completely redesigned for Microsoft Dynamics GP 2015, making it easier to use and more flexible. We listed some of the new capabilities, such as an improved benefit enrollment period and the ability to attach notes to enrollment processes. Today we'll take a closer look at the improved flexibility in the setup of employee benefit self service for Microsoft Dynamics GP 2015.
Posted: 3/19/2015 4:16:11 PM by MIG & Co.
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In our last couple of entries, we have discussed the flexibility that is delivered with the way the financial management tools are initially set up in Microsoft Dynamics SL, from setting up the General Ledger to the setup of the various Maintenance screens for the General Ledger, such as the Chart of Accounts, Subaccount, and Ledger Maintenance screens. Today we'll look at what it's like to actually use these tools.
Posted: 3/19/2015 4:08:57 PM by MIG & Co.
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The benefit self service functionality has been completely redesigned for Microsoft Dynamics GP 2015, a result of Microsoft listening to what its users wanted. One change is that the Human Resources Management module is no longer required: you can link directly to Payroll. The integration with Microsoft Excel is also easier.
Posted: 3/17/2015 8:19:27 AM by MIG & Co
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In our last entry, we were discussing the flexibility that is delivered with the way the financial management tools are initially set up in Microsoft Dynamics SL, focusing on the basics of setting up the General Ledger. Today we'll look at the setup of the Maintenance screens for the General Ledger.
Posted: 3/16/2015 8:18:14 AM by MIG & Co
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Among the many new enhancements and features delivered with Microsoft Dynamics GP 2015 is identity management with organizational accounts. A Microsoft Dynamics GP user has multiple identities: a user login for Microsoft Dynamics GP, which corresponds to an SQL login for that user, network credentials that are entered for a user's daily work, and possibly an organizational account, an account that has been added to Windows Azure Active Directory. With the new feature, a single sign-on is now available for the organizational accounts. This is only available on the Web Client.
Posted: 3/12/2015 3:46:43 PM by MIG & Co.
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Financial management is the heart of any ERP system, and that is no less true of Microsoft Dynamics SL, the project-focused business management solution for project-driven organizations. Today we're going to take a look at the flexibility that is delivered with the way the financial management tools are initially set up in Microsoft Dynamics SL.
Posted: 3/12/2015 3:45:10 PM by MIG & Co.
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Microsoft partner Mark Polino recently wrote an interesting and apt article for MSDynamicsWorld.com, in which he made the case for why it's no longer correct to wait for the first service pack to upgrade to a "major" release of Microsoft Dynamics GP. It's still a common way of thinking: wait for the first service pack, which will presumably fix the bugs that inevitably come with any major release. Some users just implement one version back of the latest. But Polino argues convincingly that that thinking is outdated due to Microsoft's current approach to updates.
Posted: 3/11/2015 7:55:50 AM by MIG & Co
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In our last couple of entries, we have been talking about how the Project Maintenance web app for Microsoft Dynamics SL works. The new web apps give your staff browser-based access to view and enter data into Microsoft Dynamics SL through a tablet, smartphone, or desktop machine. Users can record time and travel expenses, approve expenses and invoices, adjust budgets, request items, and more, and they can do so anytime, anywhere. Today we're going to continue to look at how Project Maintenance works in Web Apps for Microsoft Dynamics SL.
Posted: 3/6/2015 7:52:42 AM by MIG & Co
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Microsoft recently announced that they are the first major cloud provider to adopt the International Organization for Standardization (ISO) standard for protecting privacy for personal data stored in the cloud. The standard is ISO/IEC 27018, and it establishes a uniform and international approach to protecting data privacy. The British Standards Institute (BSI) has independently verified that Microsoft Dynamics CRM, Azure, and Office 365 are compliant with the standard's code of practice for the protection of personally identifiable information (PII) in the public cloud.
Posted: 3/4/2015 7:54:53 AM by MIG & Co
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In our last couple of entries, we have been talking about some of the new business intelligence (BI) features found in Microsoft Dynamics GP 2015, such as the new Management Reporter features and the new ability to publish a refreshable Microsoft Excel report from SmartList Designer. This time out we're going to take a look at the new Business Analyzer features available for Microsoft Dynamics GP 2015.
Posted: 3/2/2015 7:53:30 AM by MIG & Co
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We've talked before about governmental agencies big and small turning to Microsoft Dynamics CRM, not for customer relationship management per se, but for what we might call constituent relationship management. Recently, the Supreme Court of the United Kingdom deployed Microsoft Dynamics CRM to handle its critical case management systems.
Posted: 2/27/2015 8:07:05 AM by MIG & Co
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In our last entry, we were talking about how the Project Maintenance web app for Microsoft Dynamics SL works. The new web apps give your staff browser-based access to view and enter data into Microsoft Dynamics SL through a tablet, smartphone, or desktop machine. Users can record time and travel expenses, approve expenses and invoices, adjust budgets, request items, and more, and they can do so anytime, anywhere. Today we're going to continue to look at how Project Maintenance works in Web Apps for Microsoft Dynamics SL.
Posted: 2/25/2015 8:05:22 AM by MIG & Co
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The business intelligence (BI) capabilities built into Microsoft Dynamics GP have been evolving at a very rapid pace of late, and with major releases planned every 6 months now, you can look for that trend to continue. The SP2 release of Microsoft Dynamics GP 2013 included four major BI enhancements, highlighted by the new SmartList Deisgner. The R2 release saw 5 major enhancements, including the ability to have Excel content in Business Analyzer. The latest release, Microsoft Dynamics GP 2015, has brought still more BI features.
Posted: 2/23/2015 8:56:16 AM by MIG & Co
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In our last entry, we were talking about some of the new business intelligence (BI) features found in Microsoft Dynamics GP 2015, focusing on the ability to publish a refreshable Microsoft Excel report from SmartList Designer. This time out we're going to take a look at the new Management Reporter features delivered in Microsoft Dynamics GP 2015.
Posted: 2/23/2015 8:03:55 AM by MIG & Co
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The future of access to Microsoft Dynamics SL is already here in the form of Microsoft Dynamics SL Web Apps. These apps give your staff browser-based access to view and enter data into Microsoft Dynamics SL through a tablet, smartphone, or desktop machine. Users can record time and travel expenses, approve expenses and invoices, adjust budgets, request items, and more, and they can do so anytime, anywhere. Today we're going to look at how Project Maintenance works in Web Apps for Microsoft Dynamics SL.
Posted: 2/20/2015 8:55:16 AM by MIG & Co
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Microsoft partner Curt Finch recently wrote an article for MSDynamicsWorld.com discussing the phasing out of Business Portal in the latest release of Microsoft Dynamics GP. Microsoft will continue to support Business Portal for users of older versions of Microsoft Dynamics GP, but it will no longer be further developed, while users of Microsoft Dynamics GP 2015 will enjoy the major capabilities enabled by Business Portal built right into their enterprise solution.
Posted: 2/19/2015 8:53:59 AM by MIG & Co
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In our last entry, we were discussing how weekly timecard entry works with the new web apps for Microsoft Dynamics SL. These apps give your staff browser-based access to view and enter data into Microsoft Dynamics SL through a tablet, smartphone, or desktop machine. Users can record their weekly hours anytime, anywhere. Today we're going to delve a little more deeply into how weekly timecard entry works in the web apps for Microsoft Dynamics SL.
Posted: 2/18/2015 8:51:28 AM by MIG & Co
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The future of access to Microsoft Dynamics SL will be Microsoft Dynamics SL Web Apps. These apps are written in HTML5 and give your staff browser-based access to view and enter data into Microsoft Dynamics SL through a tablet, smartphone, or desktop machine. Users can record time and travel expenses, approve expenses and invoices, adjust budgets, request items, and more, and they can do so anytime, anywhere. Today we're going to look at how weekly timecard entry works in Web Apps for Microsoft Dynamics SL.
Posted: 2/17/2015 11:09:19 AM by MIG & Co
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In our last couple of entries, we've talked about what it's like to use Microsoft Dynamics GP, covering what it's like when you log in for the very first time, and then the main toolbar at the top of the screen. Now we're going to take a look at the navigation bar to the left of the screen.
Posted: 2/16/2015 10:40:24 AM by MIG & Co
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The new web apps for Microsoft Dynamics SL give your staff browser-based access to view and enter data into the solution through a tablet, smartphone, or desktop machine. Users can do things like record time and travel expenses, approve expenses and invoices, adjust budgets, and request items, and they can do so anytime, anywhere. The apps are intuitive and easy to use, and the interfaces are built to scale to the size of the device being used.
Posted: 2/13/2015 10:39:15 AM by MIG & Co
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In our last entry, we talked about what it's like to use Microsoft Dynamics GP, particularly when you log in for the very first time. This time we'll go a little deeper into how it works on an everyday basis, focusing on the toolbar at the top of the Microsoft Dynamics GP screen.
Posted: 2/11/2015 10:37:55 AM by MIG & Co
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Microsoft Dynamics GP is a comprehensive and very complex business management solution for small to medium sized organizations, but it is easy to learn and easy to use. The layout and navigation are clear and intuitive, and if you've used any Microsoft Office software, you'll almost feel like you've used it before the very first time you log in!
Posted: 2/10/2015 9:05:36 AM by MIG & Co
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Microsoft Power BI is a cloud-based business analytics service for non-technical business users. With any browser, users can keep a pulse on their business via live operational dashboards. They can deeply explore their business data through interactive visual ports, and they can enrich it with additional data sources. The service was launched a year ago, and now new connectors have been added, including one for Microsoft Dynamics CRM. The connector taps into the Microsoft Dynamics CRM Online data feed so that it can present dashboard views with improved data refresh rates.
Posted: 2/9/2015 9:04:34 AM by MIG & Co
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Field service management has always been complicated and difficult, or at least, doing it well has always been complicated and difficult. It's been getting more complicated with every passing year, and promises to be still more complicated going forward, what with the explosion of the "internet of things." Companies have been offering more and more different levels of pricing based on services purchased, length of warranty, and length of contract, and that requires close tracking. They have also discovered that all their service data can be mined for increased sales. And increasingly, enterprise resource management has been going mobile, which can lead to delivering dramatically better and more streamlined field service.
Posted: 2/6/2015 9:03:19 AM by MIG & Co
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When you deploy Microsoft Dynamics CRM, you're giving your staff an incredible and comprehensive toolbox. The next step is getting your staff to actually use it. Microsoft Dynamics CRM is easy to learn and use because it works like other familiar Microsoft products, but the fact is that most people don't like having to change the way they do things. Of course, as they do use and become familiar with Microsoft Dynamics CRM, everyone becomes more productive. The new tool adoption challenge was faced by Trek Bicycle, who deployed Microsoft Dynamics CRM 3 years ago, and now successful adoption has made their sales processes more consistent and enabled them to better analyze their sales data.
Posted: 2/1/2015 8:09:36 AM by MIG & Co
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A basic understanding of your business data is essential to the success of your organization. But when you can clearly see patterns and predict trends, that is even more valuable, because then you can plan strategies that address future business challenges. Microsoft Dynamics GP delivers charts, reports, and ad hoc analysis that give you a quick visual understanding of your business and help you stay ahead of the competition.
Posted: 1/30/2015 10:03:30 AM by MIG & Co
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Several times last year we wrote about state health and human services (HHS) organizations increasingly turning to Microsoft Dynamics CRM to better serve their communities, including the Ohio Department of Developmental Disabilities, Our Kids of Miami-Dade/Monroe, and the Mississippi Department of Health. Well, the trend continues and expands worldwide, as health care provider Queensland Health in Australia has recently turned to Microsoft Dynamics CRM for patient care management.
Posted: 1/29/2015 9:56:50 AM by MIG & Co
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One of the advantages of upgrading your business management solution(s) to Microsoft Dynamics GP 2015 is how quickly you'll be up and running with it. Upgrading to a new business management solution is certainly a daunting task, but the good news is that Microsoft has put a lot of time and effort into developing Microsoft Dynamics GP so that it is easy to set up, easy to learn, and easy to use. You'll be capitalizing on new opportunities with your shiny new solution in a matter of days, or even hours.
Posted: 1/26/2015 12:58:22 PM by MIG & Co
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The future of access to Microsoft Dynamics SL will be Microsoft Dynamics SL Web Apps. These apps are written in HTML5 and give your staff browser-based access to view and enter data into Microsoft Dynamics SL through a tablet, smartphone, or desktop machine. The first of these apps was released last year, and enabled users to record time and travel expenses anytime, anywhere. The apps are intuitive and easy to use, and the interfaces are built to scale to the size of the device being used.
Posted: 1/26/2015 12:39:09 PM by MIG & Co
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The latest version of Microsoft's project-focused business management solution for project-driven organizations, Microsoft Dynamics SL 2015, was released in October. There are many new features in this release, and in our last two entries, we discussed the new project and financial enhancements. Today, we're going to take a look at the new features for reporting in Microsoft Dynamics SL 2015.
Posted: 1/21/2015 7:23:53 AM by MIG & Co.
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Microsoft has a new Microsoft Dynamics GP Support and Services Blog, and recently Microsoft team member Deseree Krumm wrote an entry for the blog highlighting enhancements that they have made to payment terms for the latest release of the business solution, Microsoft Dynamics GP 2015. In the past, if a payment term was a discount date term, for example, it would go to the next month and then the due date went to the following month. Microsoft Dynamics GP users have been asking for this kind of limitation to be addressed, and Microsoft has listened and come through with enhanced payment terms.
Posted: 1/21/2015 7:22:54 AM by MIG & Co.
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For a while now, we've been going over the many new features found in Microsoft Dynamics CRM 2015.  Rollup fields are used to capture key business metrics at a record level from related entities with One-to-Many (1:N) relationships. Rollup fields also provide the ability to aggregate over hierarchies for more complex scenarios. You can define the entity rollup fields as decimal or whole numbers, currency, and date/time.
Posted: 1/21/2015 7:15:30 AM by MIG & Co.
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The latest version of Microsoft's project-focused business management solution for project-driven organizations, Microsoft Dynamics SL 2015, was released in October. There are many new features in this release, and in our last entry, we discussed the new project enhancements. Today, we're going to take a look at the new features for financial management in Microsoft Dynamics SL 2015.
Posted: 1/20/2015 10:04:05 AM by MIG & Co.
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One of the benefits of upgrading to Microsoft Dynamics GP is how quickly it can be deployed, and that rapid implementation is thanks to RapidStart Services for Microsoft Dynamics GP. RapidStart Services is a pair of tools, one for configuration and one for migration, that have transformed deployment so that setup that used to take days now takes mere minutes to complete.
Posted: 1/20/2015 9:01:45 AM by MIG & Co.
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The latest version of Microsoft's project-focused business management solution for project-driven organizations, Microsoft Dynamics SL 2015, was released in October. There are many new features in this release, but today we're going to look at those new features that are found at the heart of Microsoft Dynamics SL 2015: project enhancements.
Posted: 1/19/2015 10:00:28 AM by MIG & Co.
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No matter how demanding or unique your business needs, there are many forecasting and budgeting solutions available that work seamlessly with Microsoft Dynamics GP, and one or more will offer just what you are looking for. It can be well worth your time to take a look at some of these third party tools, but chances are, you'll find that the best and easiest to use budgeting tool is already built right into Microsoft Dynamics GP right out of the box: the Budgeting Wizard.
Posted: 1/19/2015 9:58:26 AM by MIG & Co.
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On his Dynamics GP Essentials blog, Mahmoud M. Alsaadi recently wrote about how you can use the new workflow engine in Microsoft Dynamics GP to create a tailored workflow for receivables batch approval. In previous articles, he also discussed vendor card approval and payables batch approval. Workflows tailored to your specific needs can help you better manage batch posting processing.
Posted: 1/12/2015 9:42:36 AM by MIG & Co
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In our last couple of entries, we have been discussing Business Rules enhancements found in Microsoft Dynamics CRM 2015. Business Rules were introduced a year ago, and the feature provides a great way to achieve the most common and simple validations without coding skills. Analysts can easily create advanced business logic through a declarative point-and-click interface to perform actions within Microsoft Dynamics CRM.
Posted: 1/6/2015 7:51:25 PM by MIG & Co
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Whether you have deployed Microsoft Dynamics SL in the cloud or on premises, data security is incredibly important, as recent news events have shown. Rob Curls has recently posted an article for MSDynamicsWorld listing his eight key components for any good data security plan
Posted: 1/6/2015 6:49:09 PM by MIG & Co
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Microsoft Dynamics GP and Microsoft Office 365 can work together to connect your people, processes, and systems, all from one place. From Office 365, you have quick access to your calendar, email, and SharePoint sites.
Posted: 1/6/2015 5:45:03 PM by MIG & Co
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Keep your customers happy by delivering what they want, when they want it, and maximize the return on your inventory investment. The Inventory module that comes with Microsoft Dynamics SL can help you manage every aspect of your inventory: outgoing orders, incoming stock, returns, back orders, surplus inventory, and dead stock.
Posted: 12/31/2014 8:25:57 AM by MIG & Co.
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To get the most out of all the data your ERP solution holds, you need a quick and easy way to mine and present that data. Microsoft Dynamics SL, the project-focused ERP solution for project-driven organizations, delivers the perfect search tool with Quick Query. Quick Query is a powerful search feature that includes more than 50 predefined views of Microsoft Dynamics SL data. Even if you're a non-technical user, you can use Quick Query to easily and quickly locate specific ERP data.
Posted: 12/29/2014 8:29:43 AM by MIG & Co
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Microsoft Dynamics GP delivers over 300 charts, graphs, and reports through Microsoft SQL Server Reporting Services. The reports can be customized to meet unique needs, and new reports can be created easily without the aid of a developer. You can reduce the time it takes to create reports and take full advantage of your data with Microsoft SQL Server Reporting Services and Microsoft Dynamics GP.
Posted: 12/26/2014 6:48:41 AM by MIG & Co
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You can put perfect precision into your cash accounting, get instant access to your cash balance, and automate bank reconciliation processes with the Cash Manager module for Microsoft Dynamics SL. Cash Manager comes with the Advanced Management edition of Microsoft Dynamics SL, or a la carte. It is tightly integrated with the other modules in Microsoft Dynamics SL, and it is automatically updated when other modules are.
Posted: 12/24/2014 8:51:42 AM by MIG & Co.
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Bank account reconciliation is a tedious process, but it is necessary, like going to the dentist. A good dentist works efficiently and with as little pain as possible, and at a reasonable cost. So should your bank reconciliation solution. Think of Microsoft Dynamics SL as a great dentist, making a tedious task easier and faster.
Posted: 12/21/2014 2:08:26 PM by MIG & Co.
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We're all human, and as humans, we all make mistakes. Post enough journal entries, and at some point, you post an entry only to later say "Whoops." Maybe figures are wrong, maybe the date, maybe the account number. But if you're using Microsoft Dynamics GP for your accounting, luckily for you, correcting journal entries is pretty easy to do.
Posted: 12/21/2014 8:25:08 AM by MIG & Co.
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The Accounts Receivable component of Microsoft Dynamics SL is designed to help you effectively manage your customer accounts and identify problems before they become problems. Flexible and integrated tools give you detailed information and reporting so you can monitor receivables and do what you need to maximize your cash flow and bottom line.
Posted: 12/20/2014 10:07:40 AM by MIG & Co.
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Last time out, we were discussing getting the most of Microsoft Dynamics SL with Quick Query, a powerful search feature that includes more than 50 predefined views of Microsoft Dynamics SL data. Even if you're a non-technical user, you can use Quick Query to easily and quickly locate and present ERP data. As discussed last time, you can just as easily add a filter to a search to get the specific data you are looking for, and you can also add, remove, or rearrange columns.
Posted: 12/20/2014 8:32:22 AM by MIG & Co
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The Purchase Order Generator for Microsoft Dynamics GP enables you to automate purchasing processes by generating a suggested purchase order (PO), with order point or minimum/maximum settings that determine quantities needed based on purchasing, sales, and inventory data. The Purchase Order Generator is seamlessly integrated with the rest of Microsoft Dynamics GP, including the General Ledger, Inventory Control, Receivables Management, and Purchase Order Processing modules.
Posted: 12/14/2014 8:19:12 AM by MIG & Co
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We've been going over some of the many new features in Microsoft Dynamics 2015, because there are so many, it takes quite a few blog entries to cover them all! So here's another one with even more new features. Microsoft is focusing on helping you deliver outstanding customer experiences, and all these new features are designed to enable you to boost customer engagement and drive sales success.
Posted: 12/12/2014 8:48:30 AM by MIG & Co
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In our last entry, we were discussing Business Rules enhancements found in Microsoft Dynamics CRM 2015. Business Rules were introduced a year ago, and the feature provides a great way to achieve the most common and simple validations without coding skills. Analysts can easily create advanced business logic through a declarative point-and-click interface to perform actions within Microsoft Dynamics CRM.
Posted: 12/10/2014 8:20:05 AM by MIG & Co
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The Extended Pack edition of Microsoft Dynamics GP includes powerful manufacturing management solutions, the heart of which is the Manufacturing Suite. Microsoft Dynamics GP is best known for its discrete manufacturing capabilities, meeting the requirements of discrete manufacturers in the mid-market to enterprise level. The Manufacturing Suite includes tools for capacity requirements planning, engineering change management, job costing, quality assurance, sales configuration, and sales forecasting.
Posted: 12/9/2014 7:54:19 AM by MIG & Co
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Last month, Microsoft Dynamics GP team member Pam Misialek published a handy blog entry that covered timesheet best practices for Microsoft Dynamics GP. As noted in the blog, any organization with ongoing projects should have their employees track their time and expenses on a per-project basis for the purpose of project accounting. This enables organizations to see the true performance of each project. The following is a brief summary: for more details, see the linked blog entry.
Posted: 12/8/2014 8:06:08 AM by MIG & Co
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MSDynamicsWorld.com recently hosted a webinar on the document attachment feature for Microsoft Dynamics GP, and you can see a recording of the session here. It was hosted by Microsoft Dynamics GP program manager Jodi Christiansen, and covered adding attachments to master records and transactions, sending attachments via email, adding attachments while scanning records, and migrating OLE notes into document attachments.
Posted: 12/5/2014 10:02:33 AM by MIG & Co
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Microsoft Dynamics CRM already delivers powerful tools that enable you to tailor the solution to meet your unique business needs and an agile framework that can be easily configured. The Microsoft Dynamics CRM platform provides a declarative paradigm that ranges from defining the data model to providing integrated persistence, security, API access, user experience, and programming paradigms based on modern open architecture. And Microsoft Dynamics CRM 2015 comes through with a bunch of new investments in their platform capabilities to further their commitment to an open, customizable, and extensible product and online service.
Posted: 12/3/2014 9:15:40 AM by MIG & Co
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Previously, we have written about the Microsoft Dynamics SL Connector for Microsoft Project Server, which adds functionality to Microsoft Project Server to reduce redundant data entry and for the synchronization of data for projects, accounting, budgeting, and net profit. As noted previously, creating budgets can normally be a lengthy and error-laden process, but here you can do it accurately with the click of a button. And after budgets are created, you can update them too, even at just a specific task level. Managers can look at detailed project and task net profit data as well.
Posted: 12/1/2014 8:37:36 AM by MIG & Co
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Collaborate More Effectively With Microsoft Dynamics SL and Microsoft SharePoint Server Part 2
In our last entry, we talked about how you can make your internal communication process more efficient with Microsoft Dynamics SL and Microsoft SharePoint Server. Microsoft Dynamics SL is the project-focused business management solution designed specifically for project-driven organizations, and SharePoint is a platform for intranet, content management, and document management. You can easily create a SharePoint site to share project information and reports with all users that have the appropriate permissions.
Posted: 12/1/2014 8:09:56 AM by MIG & Co
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Microsoft Convergence 2015 is slated for March 16-19, 2015, in Atlanta, where you can experience first-hand how to get the most out of Microsoft Dynamics ERP solutions such as Microsoft Dynamics SL. Microsoft has published their catalog of sessions for the event, and they'll be adding to that list going forward. In our last couple of entries, we've taken a look at some of the sessions they have planned for Microsoft Dynamics SL.
Posted: 11/30/2014 6:53:49 AM by MIG & Co
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Microsoft Convergence 2015 is slated for March 16-19, 2015, in Atlanta, where you can experience first-hand how to get the most out of Microsoft Dynamics ERP solutions such as Microsoft Dynamics GP. Microsoft has published their catalog of sessions for the event, and they'll be adding to that list going forward. In our last couple of entries, we've taken a look at some of the many sessions they have planned for Microsoft Dynamics GP.
Posted: 11/29/2014 6:55:29 AM by MIG & Co
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As Sarah Purdy writes in her Microsoft Dynamics GP blog, the 2014 U.S. Year End Update is available for both Microsoft Dynamics GP 2010 and Microsoft Dynamics GP 2013, and she includes greatly detailed tips for installation and upgrade in the blog. The year-end update is a key annual component to the year-end process, and a big part of what makes Microsoft Dynamics GP such a great solution to be driving when you're closing the year.
Posted: 11/19/2014 8:33:25 AM by MIG & Co
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Microsoft doled out some sneak peeks at a lot of what is to come for Microsoft Dynamics GP at the reIMAGINE 2014 event this week in Fargo, the birthplace of what was once called Great Plains software. Long ago, the event was known as Stampede, and then it was called the Microsoft Dynamics GP Technical Airlift, and now it has been re-imagined as reIMAGINE.
Posted: 11/16/2014 8:30:44 AM by MIG & Co
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Microsoft Convergence 2015 is slated for March 16-19, 2015, in Atlanta, where you can experience first-hand how to get the most out of Microsoft Dynamics ERP solutions such as Microsoft Dynamics GP. Microsoft has published their catalog of sessions for the event, and they'll be adding to that list going forward. In our last entry, we took a look at some of the many sessions they have planned for Microsoft Dynamics GP.
Posted: 11/16/2014 6:54:31 AM by MIG & Co
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Microsoft Convergence 2015 is slated for March 16-19, 2015, in Atlanta, where you can experience first-hand how to get the most out of Microsoft Dynamics ERP solutions such as Microsoft Dynamics SL. Microsoft has published their catalog of sessions for the event, and they'll be adding to that list going forward. In our last entry, we took a look at some of the sessions they have planned for Microsoft Dynamics SL.
Posted: 11/15/2014 6:51:27 AM by MIG & Co
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Continuing the new era of a major release every six months, Microsoft Dynamics GP 2015 is slated for a December 1st release. Microsoft Dynamics GP 2013 R2 was released earlier this year. Business Analyzer for both iPad and Android was released in September. The next two releases of Microsoft Dynamics GP, due next year, are planned to be named Microsoft Dynamics GP 2015 R1 and Microsoft Dynamics GP 2015 R2.
Posted: 11/13/2014 8:27:42 AM by MIG & Co
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Take advantage of the benefits of conducting business electronically with Microsoft Dynamics SL eCommerce Gateway—EDI Edition. This module works with the Order Management module in Microsoft Dynamics SL to help integrate and automate electronic business transactions with customers, vendors, and remote warehouses. Ecommerce Gateway—EDI Edition is available a la carte for both the Business Essentials and the Advanced Management editions of Microsoft Dynamics SL.
Posted: 11/9/2014 8:04:34 AM by MIG & Co
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Most organizations that deploy Microsoft Dynamics GP leave the customization of their new solution to the partner/reseller that is handling their deployment. But with a bit of tech know-how, you can make many customizations yourself with the Modifier with Visual Basic for Applications (VBA). This module comes with the Starter Pack edition of Microsoft Dynamics GP, and it enables you to modify the appearance and functionality of any Microsoft Dynamics GP window or Dexterity-based third-party window, add new fields, change global resources to affect the entire application, and attach VBA code for less complex business logic.
Posted: 11/7/2014 8:50:30 AM by MIG & Co
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Microsoft Convergence 2015 is slated for March 16-19, 2015. It's  Microsoft's premiere business event, where Microsoft team members, industry experts, and visionary leaders come together to learn, share, and connect. It's where you can experience first-hand how to get the most out of Microsoft Dynamics ERP solutions such as Microsoft Dynamics GP, and get energized, inspired, and ready to take your business to new heights.
Posted: 11/2/2014 10:23:54 AM by MIG & Co
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Microsoft Convergence 2015 is slated for March 16-19, 2015, in Atlanta, where you can experience first-hand how to get the most out of Microsoft Dynamics ERP solutions such as Microsoft Dynamics SL. Microsoft has published their catalog of sessions for the event, and they'll be adding to that list going forward.
Posted: 11/1/2014 9:20:52 AM by MIG & Co
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Would you buy a car without test driving it first? You like the way it looks, you've read good reviews, the price is right. But how will it fit you? A test drive will give you a good idea on that, but unfortunately a test drive for a mile or two around the dealership won't really tell you how that car will fit you in the long run. In traffic jams, on camping trips, ferrying the kids around to their activities, or across the country for college. You'll just have to buy it and find out.
Posted: 10/30/2014 5:21:39 PM by MIG & Co.
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The Customization Manager module for Microsoft Dynamics SL enables users with no technical background to make screen customizations to Microsoft Dynamics SL. Users can quickly and easily modify any screen in any Microsoft Dynamics module without changing the underlying source code, and update screens as often as desired. This is the easy way to customize Microsoft Dynamics SL to the specific needs of your organization and the specific preferences of your users.
Posted: 10/27/2014 5:57:55 PM by MIG & Co.
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Microsoft has been busy migrating its thousands of Microsoft Dynamics CRM Online customers to the new 2013 version. How is it going so far? Jason Gumpert, editor at MSDynamicsWorld.com, reports this month that so far, the process appears to be relatively smooth and free of major problems.
Posted: 10/27/2014 4:32:29 PM by MIG & Co.
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Dynamics SL delivers project-focused accounting and business management software for project-driven organizations. Its field service management tools are fully integrated with its financial management modules, and they give businesses in the service industry a comprehensive solution that automates many aspects of service delivery and accounting.
Posted: 10/26/2014 5:47:53 PM by MIG & Co.
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Microsoft Dynamics GP delivers business intelligence (BI) solutions that mine actionable insights from your mountains of ERP data. Get role-specific charts, graphs, and analysis tools that enable your people to effectively monitor, analyze, and plan.
Posted: 10/20/2014 1:38:46 PM by MIG & Co.
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Naturally, you would like to grow your business, and naturally, you'll need a business management solution that not only helps you do that, but that naturally scales and grows along with your organization. Microsoft Dynamics SL, the project-focused business management solution for project-driven organizations, works with technology systems you already have to deliver long-term value without a complex and costly implementation.
Posted: 10/14/2014 10:28:40 AM by MIG & Co
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The Personal Time Off (PTO) Manager, which comes with the Extended Human Resources and Payroll Pack for Microsoft Dynamics GP, enables you to manage complex and changing vacation and sick time policies quickly and accurately with an automated process.
Posted: 10/10/2014 9:30:39 AM by MIG & Co
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Microsoft Dynamics CRM 2015 is slated for release in the fourth quarter of this year, and we've been going over some of the many new features that will be added for this release. Microsoft is focusing on helping you deliver outstanding customer experiences, and the new features are designed to enable you to boost customer engagement and drive sales success.
Posted: 10/7/2014 9:21:07 AM by MIG & Co
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The Payroll Direct Deposit module, which comes with the Starter Pack edition of Microsoft Dynamics GP, enables you to add payroll funds to employees' bank, savings and loan, or credit union accounts through an automated clearing house (ACH) file.
Posted: 10/1/2014 9:18:02 AM by MIG & Co
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Microsoft Dynamics CRM 2015 is slated for release before the year is up, and Microsoft is doling out more and more details about the new features to be included in the release. These will be available for both the on-premises and online versions of the solution. There will be enhancements to sales, marketing, and customer service functionality, and there will be brand new features to facilitate marketing and sales team collaboration.
Posted: 9/30/2014 8:22:07 AM by MIG & Co
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Microsoft Dynamics SL delivers project-focused business management software for project-driven organizations, and amongst the many things it also delivers is greater control over your organization. What does greater control mean? It means getting clear visibility into how your organization is performing now, at this minute, and not just how it performed after the fact. It means knowing for a fact that your business management system is driving better and more efficient decision-making processes and enabling your people to be more proactive and productive.
Posted: 9/29/2014 8:29:06 AM by MIG & Co
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A bunch of new features are coming with the release of Microsoft Dynamics CRM 2015 later this year. One of these new features is the ability to customize the default Microsoft Dynamics CRM Help content and extend it to cover all the custom developments you've added for your organization. You can replace the default Help system at a global level or at an entity (record type) level. Replacing at a global level can prove useful if you have a highly customized system and you want to completely replace Help. The implementation is very simple in either case.
Posted: 9/26/2014 8:23:13 AM by MIG & Co
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The Payroll Connect module, which comes with the Starter Pack edition of Microsoft Dynamics GP, enables you to automate data transfer from ADP (Automatic Data Processing)/PC Payroll for Windows into the General Ledger, using a turnkey solution that eliminates the need to reenter data. The module is installed with the Microsoft Dynamics GP installation process, so you don't need a separate installation for it. You just have to enter the Payroll Connect registration keys, and click to select the Payroll Connect check box in the registration window.
Posted: 9/25/2014 8:25:57 AM by MIG & Co
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You can reduce paperwork and manual data entry by moving your benefit processes online, including yearly benefits, change of status, and more. The Benefit Self Service Suite, which comes with the Extended Human Resources and Payroll Pack for Microsoft Dynamics GP, delivers the tools you need to deploy web-based benefits enrollment for any size company. Your organization gains efficiency and control, and your employees can evaluate and enroll in their benefits conveniently.
Posted: 9/24/2014 8:43:51 AM by MIG & Co
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The Payroll module, which comes with the Starter Pack edition of Microsoft Dynamics GP, enables you to automate payroll processing, equip staff to handle complex payroll requirements, and offer better service to your employees while reducing necessary overhead costs. It is all the payroll management most small to mid-sized organizations require. However, if you are in need of advanced or specialized payroll management tools, Microsoft Dynamics GP also offers Payroll—Advanced with the Extended Human Resources and Payroll Pack.
Posted: 9/17/2014 7:11:11 AM by MIG & Co
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For more than 25 years, Microsoft Dynamics SL has been delivering powerful project and financial management capabilities designed to meet the unique needs of project-driven organizations. It gives you role-tailored activities and insight into your project data. Its functionality, performance, and ease of use power diverse businesses worldwide. From financials and distribution to services and projects, Microsoft Dynamics SL brings people together to help you run your business more efficiently.
Posted: 9/17/2014 7:06:01 AM by MIG & Co
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The Payroll module, which is available a la carte for both the Business Essentials and Advanced Management editions of Microsoft Dynamics SL, makes payroll and benefits administration a smooth, predictable, and timely process. It gives you powerful and flexible capabilities that enable you to operate faster, smarter, and more profitably, and it is all the payroll management most small to mid-sized organizations require. However, if you are in need of advanced or specialized payroll management tools, Microsoft Dynamics SL also offers Payroll—Advanced, similarly available a la carte for both the Business Essentials and Advanced Management editions.
Posted: 9/15/2014 7:10:01 AM by MIG & Co
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The Human Resources module, which comes with the Starter Pack edition of Microsoft Dynamics GP, enables you to attract and retain top talent and to offer employees better services. It delivers customizable hiring processes, scheduling, pay rates, and performance evaluation tools. It is all the human resources (HR) management most small to mid-sized organizations require. However, if you are in need of advanced or specialized HR management tools, Microsoft Dynamics GP also offers Human Resources—Advanced with the Extended Human Resources and Payroll Pack.
Posted: 9/11/2014 8:22:42 AM by MIG & Co
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Microsoft Dynamics CRM delivers a big package of customer relationship management tools, and more are on the way all the time with biannual releases of new and improved features, but its functionality can be extended even more by independent software vendor (ISV) solutions that have been developed for use with it. One example is Pocketstop's Broadcast API (application programming interface), which enables you to integrate the latest notification technology into new or existing applications your team is using. Pocketstop recently announced that it will be integrating Broadcast API and other digital marketing capabilities with Microsoft Dynamics CRM.
Posted: 8/29/2014 9:18:02 AM by MIG & Co
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The Service Call Management module and the Preventive Maintenance module are two of four field service management modules that come with the Extended Pack edition of Microsoft Dynamics GP. The Service Call Management module enables you to track and update new and historical service calls against a contract, service warranty, and current inventory. The Preventive Maintenance module enables you to forecast purchasing and scheduling requirements based on time in service or product usage.
Posted: 8/28/2014 11:19:01 AM by MIG & Co
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Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven organizations. For organizations that provide field service, Microsoft Dynamics SL also offers several modules for field service management, all available a la carte with the Advanced Management edition of Microsoft Dynamics SL. One of these is the Equipment Maintenance module, which enables you to track and control every aspect of both routine and unscheduled equipment maintenance.
Posted: 8/26/2014 8:52:43 AM by MIG & Co
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The Depot Management module is one of four field service management modules that come with the Extended Pack edition of Microsoft Dynamics GP. The Depot Management module enables you to track parts, labor, and expense details, create a parts usage report, and manage spare parts and truck-and-lot-tracked stock inventory.
Posted: 8/25/2014 8:54:46 AM by MIG & Co
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The Contract Administration module is one of four field service management modules that come with the Extended Pack edition of Microsoft Dynamics GP. The Contract Administration module enables you to maintain an unlimited number of contracts with customers, each providing varying terms and services. The module offers flexible functionality for contracts, including price books, profitability against service calls, and revenue recognition through five different methods.
Posted: 8/19/2014 9:14:03 AM by MIG & Co
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Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven organizations. The base project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all the project management most organizations will need, but if you are looking for unique or advanced project management tools, Microsoft Dynamics SL also offers a number of specialized project management solutions.
Posted: 8/18/2014 9:14:49 AM by MIG & Co
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Microsoft Dynamics CRM delivers a big package of customer relationship management tools, and more are on the way all the time with biannual releases of new and improved features, but its functionality can be extended even more by independent software vendor (ISV) solutions that have been developed for use with it. One example is TinderBox, which recently announced a new integration of its web-based sales automation solution with Microsoft Dynamics CRM.
Posted: 8/8/2014 11:28:54 AM by MIG & Co
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The Extended Pack edition of Microsoft Dynamics GP delivers powerful manufacturing management solutions, including the Material Requirements Planning module. This module enables you to adjust procurement and production with more precision. It delivers greater visibility into material requirements, detailed vendor information, and flexible planning and analysis tools, all of which helps ensure proactive planning, smart procurement decisions, and precise adjustments to production. Make sure your supplies flow in when and where they are needed, helping to reduce stock outages, drive down inventory costs, and streamline your production process.
Posted: 8/4/2014 10:32:37 AM by MIG & Co
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Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven organizations. The base project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all the project management most organizations will need, but if you are looking for unique or advanced project management tools, Microsoft Dynamics SL also offers a number of specialized project management solutions.
Posted: 8/1/2014 9:30:48 AM by MIG & Co
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At the recent Worldwide Partner Conference 2014 in Washington DC, Microsoft shared a lot of spoilers for what's coming to Microsoft Dynamics CRM over the rest of this year. Microsoft Dynamics CRM Online revenue has doubled in the last year, and Microsoft wants to keep growth exponential. New and improved features are coming for social listening, marketing, and customer service.
Posted: 7/31/2014 9:55:07 AM by MIG & Co
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The Extended Pack edition of Microsoft Dynamics GP delivers powerful manufacturing management solutions, including sales forecasting and master production scheduling. Bridge communication gaps between your sales teams and manufacturing managers and promote effective, efficient product delivery. Maintain an unlimited number of forecasts so both sales and manufacturing managers can gauge the impact of a variety of economic or environmental forces on production and prepare for possible scenarios ahead of time.
Posted: 7/21/2014 7:27:26 AM by MIG & Co
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The big Spring update for Microsoft Dynamics CRM included the exciting new tool Microsoft Social Listening, a powerful analytics service that enables organizations to monitor social media channels like Twitter and Facebook. With Microsoft Social Listening, sales, marketing, and service professionals can tap into social conversations on the web to get real-time feedback on their brand, products, competitors, campaigns, and issues that might become relevant to the business.
Posted: 7/18/2014 7:53:11 AM by MIG & Co
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Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven companies. The base project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all the project management most organizations will need, but if you are looking for unique, specialized, or advanced project management tools, Microsoft Dynamics SL also offers a number of specialized project management solutions.
Posted: 7/16/2014 8:58:50 AM by MIG & Co
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Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven organizations. The base project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all the project management most organizations will need, but if you are looking for unique or advanced project management tools, Microsoft Dynamics SL also offers a number of specialized project management solutions.
Posted: 7/14/2014 7:23:20 AM by MIG & Co
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In a recent blog post, Microsoft's Curt Kolcun, Vice President, U.S. Public Sector, announced a new Microsoft Dynamics CRM service for government users. Microsoft Dynamics CRM Online for government will be a separate cloud instance for use by U.S. governmental agencies, whether federal, state, or local. The service expands Microsoft's already existent governmental cloud offerings, and integrates with the Microsoft Azure and Microsoft Office 365 government clouds.
Posted: 7/11/2014 7:21:02 AM by MIG & Co
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Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven organizations. The base project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all the project management most organizations will need, but if you are looking for unique or advanced project management tools, Microsoft Dynamics SL also offers a number of specialized project management solutions.
Posted: 7/7/2014 8:01:21 AM by MIG & Co
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Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven companies. The base project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all the project management most organizations will need, but if you are looking for unique or advanced project management tools, Microsoft Dynamics SL also offers a number of specialized project management solutions.
Posted: 7/3/2014 7:55:29 AM by MIG & Co
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Businesses get a lot out of Microsoft Dynamics CRM for customer relationship management, but governmental agencies also get a lot out of Microsoft Dynamics CRM for what we might call citizen relationship management. Governmental agencies of all sizes are turning to Microsoft Dynamics CRM to increase efficiency and to save tax dollars. In an article published at OnWindows.com, writer Amber Rose reports that the Ohio Department of Developmental Disabilities (DODD) has deployed Microsoft Dynamics CRM for case management.
Posted: 6/30/2014 8:56:58 AM by MIG & Co
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The Returns Management module for Microsoft Dynamics GP enables you to meet customer and vendor demands for product and part returns by streamlining tasks and improving your responsiveness to customer queries and complaints. Generate returns from historical customer invoices, service calls, or manually. Return an item to a vendor to fix it within your company and automatically transfer items from the returns warehouse to the main warehouse. Give your customers up-to-date information about the status of their returned items. The Returns Management module comes with the Extended Pack edition of Microsoft Dynamics GP.
Posted: 6/27/2014 9:00:07 AM by MIG & Co
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Microsoft Dynamics SL already delivers a huge toolbox of business management solutions that are specifically designed for project-driven organizations, but its functionality is extended even further by thousands of independent software vendor (ISV) solutions that have been developed for use with SL. Whatever unique business management needs you might have, now or in the future, if Microsoft Dynamics SL doesn't cover them already, chances are there are ISVs out there that do, integrated to work seamlessly with SL.
Posted: 6/25/2014 6:41:10 AM by MIG & Co
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The advanced distribution capabilities available for Microsoft Dynamics GP enable you to maintain tight, efficient control over your distribution channels by harnessing sales fulfillment workflow, reducing data entry, and providing better access to information. Streamline your distribution cycle, speed up your processes, and increase accuracy. The advanced distribution tools come with the Extended Pack edition of Microsoft Dynamics GP.
Posted: 6/17/2014 11:54:31 AM by MIG & Co
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Citi Private Bank is not your average banking service. A subsidiary of Citigroup, Citi Private Bank markets private banking services for wealthy clients, including entrepreneurs and senior corporate executives. To qualify for an account, a client must have a net worth of $25 million. Three years ago, the company launched an initiative to optimize client experiences. Their solution? Microsoft Dynamics CRM.
Posted: 6/16/2014 10:51:36 AM by MIG & Co
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The Work Order module for Microsoft Dynamics SL helps you to control costs and maximize profits by streamlining the planning and handling of your work orders. It enables easy tracking of product item costs and helps you to keep general ledger accounts and inventory quantities seamlessly integrated and in balance. The Work Order module is available a la carte for both the Business Essentials and the Advanced Management editions of Microsoft Dynamics SL.
Posted: 6/12/2014 9:52:28 AM by MIG & Co
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The Spring wave of updates for Microsoft Dynamics CRM are now globally available: 54 markets, 42 languages. Organizations are already benefitting from the new features, which are rather significant. Bob Stutz, corporate vice president, Microsoft Dynamics CRM, says, "We focused our development efforts on understanding what our customers need to deliver amazing customer experiences. We redesigned our user interface, implemented a six-month release cycle, made three acquisitions, and built many new features—all culminating in the wave of releases we are bringing to market today."
Posted: 6/10/2014 3:54:37 PM by MIG & Co
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The best ERP solution for small to midsize organizations just keeps getting better. Microsoft Dynamics GP 2013 R2 is now available, and though it is not considered to be a "major release," it delivers substantial updates to Microsoft Dynamics GP. Among the new features are new requisitions capabilities, a new workflow framework, and the first phase of updated identity management. In his announcement of the release, Microsoft's Gordon MacDonald particularly touted Microsoft Office 365 integration and cloud backup with Microsoft Azure.
Posted: 6/2/2014 9:11:25 AM by MIG & Co
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Spring is a time for rebirth, renewal, and growth, so how appropriate it is that Spring brings big updates for Microsoft Dynamics CRM. Many new features await in the new release, Microsoft Dynamics CRM Online Spring '14 (for on-premises deployments, Microsoft Dynamics CRM 2013 Service Pack 1). The new functionality enhances customer service and delivers "social listening" capabilities.
Posted: 5/30/2014 12:53:13 PM by MIG & Co
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The Order to Purchase module for Microsoft Dynamics SL enables you to promise customers the goods they want, when they want them, balancing inventory carrying costs with customer service levels so your staff can fulfill customers' requests even when stock is short. The Order to Purchase module is available a la carte for the Advanced Management edition of Microsoft Dynamics SL.
Posted: 5/27/2014 9:31:09 AM by MIG & Co
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Microsoft Dynamics GP delivers a huge world of business management tools, but its capabilities are extended exponentially by the vast sea of independent software vendor (ISV) solutions that have been developed for use with GP. As one example, Solver's BI360 is a business intelligence (BI) solution that integrates seamlessly with Microsoft Dynamics GP out of the box, and bills itself as the most complete BI solution of its kind. Solver, Inc. recently announced the release of version 4.0 of BI360, delivering reports and dashboards in web browsers and on mobile devices.
Posted: 5/20/2014 9:06:22 AM by MIG & Co
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Microsoft Dynamics CRM makes it easy for your staff to access the solution on the go and from the device they choose to use. In addition to applications (apps) for mobile phones, Microsoft provides free apps for using Microsoft Dynamics CRM on tablets. A CRM tablet app enables your employees to use tablets to easily look up records, edit them, create new ones, and keep in touch with their colleagues.
Posted: 5/19/2014 8:07:55 AM by MIG & Co
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The Inventory Replenishment module for Microsoft Dynamics SL gives you integrated tools that optimize inventory stocking levels and automate purchasing so that you can maintain favorable customer service levels and inventory balances. The Inventory Replenishment module is available a la carte for the Advanced Management edition of Microsoft Dynamics SL.
Posted: 5/12/2014 8:16:04 AM by MIG & Co
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Purchase Order Processing for Microsoft Dynamics GP enables you to manage commitments and build lasting vendor relationships with automated purchasing and approval processes, flexible extended pricing, and blanket purchase orders. You can receive partial shipments with discounts, landed costs, and prepayments, and with tolerance handling, you can receive items within a threshold percentage of a purchase order for more flexible receiving and better purchase order management.
Posted: 5/9/2014 9:52:28 AM by MIG & Co
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Microsoft has recently introduced web applications (apps) for Microsoft Dynamics SL that enable users to access the solution from any device that supports HTML5, such as desktops, laptops, tablets, and smartphones. The initial release, Microsoft Dynamics SL 2011 Web Apps CU1 (cumulative update 1), available now, is aimed at Microsoft Dynamics SL Project functionality. But Microsoft plans to release more apps for Microsoft Dynamics SL every few months.
Posted: 5/7/2014 9:51:36 AM by MIG & Co
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In a recent article at destinationCRM.com, U.S. lead for Microsoft Dynamics CRM Connor Marsden talked about CRM (customer relationship management) software as a business planning tool. A CRM solution is used to manage customer relationships, as the name suggests, giving organizations insights into customer buying preferences and aiding case management for existing customers. But as Connor Marsden asserts, today's CRM can do so much more: "It can become the core technology for business planning of all types."
Posted: 5/5/2014 11:57:28 AM by MIG & Co
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The Requisitions module for Microsoft Dynamics SL enables your employees to enter purchase requisitions online for manager approval and automatic transfer to processing in the Purchasing module. It increases control and decreases paperwork, and it is flexible enough to meet your unique procurement needs. The Requisitions module comes with the Advanced Management edition of Microsoft Dynamics SL, and it is also available a la carte for the Business Essentials edition.
Posted: 4/30/2014 6:49:29 AM by MIG & Co
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Most of what you read about customer relationship management (CRM) software focuses on what it can do for large-scale businesses, but small businesses have as much to gain from a CRM solution as large businesses do. Really, any business that has customers at all could use a CRM solution. Recently, Business News Daily published an excellent interview with Microsoft Dynamics CRM lead Connor Marsden that focused on what CRM can do for small businesses.
Posted: 4/25/2014 4:17:47 PM by MIG & Co
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Microsoft Dynamics Business Analyzer is a free application (app) that gives you a dashboard for reports, charts, or key performance indicators (KPIs) from Microsoft Dynamics SL. You can use it in the office or on the go, and you can collaborate with others through real-time communication or by sharing a snapshot. The solution is easy to use and is tailored for specific roles, but you can also personalize it to suit your needs.
Posted: 4/23/2014 8:45:09 AM by MIG & Co
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Executives and decision makers need quick and easy access to key business metrics so they can monitor the health of the organization and take action when conditions change. Microsoft Dynamics GP delivers key performance indicators (KPIs) via Business Portal, and organizations can define and set up instant access to personalized views of the KPIs that matter most to them, such as profitability, debt-to-equity, and gross margin.
Posted: 4/16/2014 8:35:01 AM by MIG & Co
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The SmartList tool for Microsoft Dynamics GP is very popular because it is so easy to use. You can create ad-hoc reports and data queries without knowing how to use more advanced tools like SQL Reporting Services and Crystal Reports. Well, the SmartList Builder for Microsoft Dynamics GP dramatically increases the power and range of the SmartList tool, enabling you to query more data in more ways. SmartList Builder gives you access to all the data that you capture, so you can create your own custom SmartLists.
Posted: 4/11/2014 8:27:00 AM by MIG & Co
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Microsoft Dynamics CRM team member Jarrod Williams announced this month in a blog entry that Yammer, the "Facebook for business," has made some improvements to its JavaScript and embedded feeds. The Microsoft Dynamics CRM team has updated the Yammer integration with Microsoft Dynamics CRM to accommodate these changes, but anyone who wants to use the Yammer integration with an on-premises deployment of Microsoft Dynamics CRM must apply the latest updates. On-premises CRM users that do not update their CRM systems will no longer be able to use the Yammer integration.
Posted: 4/7/2014 8:10:18 AM by MIG & Co
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The Order Management module for Microsoft Dynamics SL delivers comprehensive order management capabilities for a range of industries, including distribution, professional services, and manufacturing. Improve efficiency and customer satisfaction by keeping order management staff on task and on top of the entire sales order process, now and as your business grows.
Posted: 4/4/2014 9:49:42 AM by MIG & Co
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Microsoft support for Windows XP will be ending within hours of these words being written, and by the time you are reading these words, it will all be over. Retirement. April 8 was the big day, after which there will be no more security updates. If your organization is still running on Windows XP, security and privacy risks will be more of a concern with each passing week, as your PCs will become more vulnerable to harmful viruses, spyware, and other malicious software that can steal or damage your business data and information.
Posted: 4/2/2014 9:47:11 AM by MIG & Co
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Microsoft Dynamics CRM delivers a big package of customer relationship management tools, and more are on the way in the upcoming release, but its functionality can be extended even more by independent software vendor (ISV) solutions that have been developed for use with it. As an example, SAVO has recently released CRM Opportunity Pro, which enables users to access SAVO's analytics capabilities directly inside their CRM systems.
Posted: 3/25/2014 9:46:23 AM by MIG & Co.
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Microsoft Dynamics CRM delivers a big package of customer relationship management tools, and more are on the way in the upcoming release, but its functionality can be extended even more by independent software vendor (ISV) solutions that have been developed for use with it. Recently we've been taking a look at some of these ISVs, and today we're looking at InsideView for Marketing, which enables Microsoft Dynamics CRM users to more easily build and maintain a clean database, enrich new leads in real time, and build marketing campaigns that produce more leads and a greater marketing return on investment (ROI).
Posted: 3/17/2014 8:47:16 AM by MIG & Co.
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Microsoft Dynamics GP delivers a complete business management solution that goes well beyond financial accounting software, including supply chain management, manufacturing, project management, field service management, human resource management, banking, and business intelligence. But financial management is the heart of any ERP solution, and Microsoft Dynamics GP has a big, big heart.
Posted: 3/10/2014 9:36:13 AM by MIG & Co.
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In his keynote address to kick off Microsoft Dynamics Convergence 2014, Kirill Tatarinov, executive vice president of Microsoft Business Solutions, highlighted the recent and still-to-come new features that are making Microsoft Dynamics CRM such an important solution in the "era of the customer." The presentation, delivered to an audience of 12,000, featured Microsoft Dynamics customers such as Delta Airlines, New Belgium Brewing, City Harvest, and Weight Watchers International, and it included demonstrations of new features.
Posted: 3/7/2014 2:17:33 PM by MIG & Co.
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Microsoft Dynamics SL delivers a big package of business management tools specifically designed for project-driven organizations, but its functionality is extended exponentially by the great number of independent software vendor (ISV) solutions that have been developed for use with SL. Whatever unique business needs you might have, now or in the future, if Microsoft Dynamics SL doesn't cover them already, chances are there are ISVs out there that do, integrated to work seamlessly with SL.
Posted: 3/5/2014 1:29:11 PM by MIG & Co.
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When you've outgrown your antiquated business management systems and switch to a new solution, or upgrade your solution to the latest version, you need to ensure that your historical data makes the move with you. During the time that you have been using your old business management software, you have recorded and saved a great deal of information, such as account details and invoices. All that data needs to be migrated into the new system so that your organization can proceed seamlessly.
Posted: 3/3/2014 3:25:48 PM by MIG & Co.
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Jason Gumpert has reported at MSDynamicsWorld.com that the next release of Microsoft Dynamics GP 2013 now has a target release date of May 2014. The name of this release has recently been shifted from Microsoft Dynamics GP 2013 SP3 to Microsoft Dynamics GP 2013 R2. Among the new features will be new requisitions capabilities, a new workflow framework, the first phase of updated identity management, and a new procurement companion application (app).
Posted: 3/1/2014 9:58:12 AM by MIG & Co.
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On Tuesday, February 18th, Microsoft unveiled a comprehensive set of new capabilities for Microsoft Dynamics CRM. The new release is slated for the second quarter of 2014, and it will add new functionality for marketing campaigns, effective selling, and customer care and engagement. The update will also deliver social listening capabilities.
Posted: 2/24/2014 3:36:34 PM by MIG & Co.
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Last Fall, Microsoft unveiled what it called the four "big rocks," or major updates, that would be coming with Microsoft Dynamics GP 2013 R2 (slated for a May release). The "big rocks" are major updates to requisition, workflow, identity management, and procurement. These updates represent a first phase in Microsoft Dynamics GP separating itself from Business Portal and SharePoint, which will lower costs and simplify processes.
Posted: 2/19/2014 8:53:25 AM by MIG & Co.
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Microsoft Dynamics SL delivers a big package of business management tools, but its functionality is extended exponentially by the great number of independent software vendor (ISV) solutions that have been developed for use with SL. We've written about Vicinity Manufacturing before, the hosts of the recent ISV Leadership Summit. Vicinity produces process manufacturing solutions for Microsoft Dynamics SL and GP, and they will be exhibiting for the 12th year at Convergence 2014 (booth 746).
Posted: 2/19/2014 8:49:02 AM by MIG & Co.
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In January, Microsoft announced that it had reached an agreement to acquire Parature, a leading provider of cloud-based customer service solutions. This month, veteran Microsoft Dynamics CRM team member Bill Patterson announced that he's leaving Washington and moving to Washington—D. C., that is—to take a leadership position at Parature (as Senior Director, Customer Self Service Solutions).
Posted: 2/18/2014 5:46:25 PM by MIG & Co.
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The Microsoft Dynamics GP team is in the middle of their Microsoft Dynamics GP Now & Next Tour, slated for eight cities. They're meeting with partners, the value added resellers (VAR) who sell, implement, and customize Microsoft Dynamics GP. The team dropped by Dallas in late January, and the second stop was Wednesday, February 11th in Tampa. There they shared some incredibly strong sales numbers for the end of 2013 and the first month of 2014.
Posted: 2/18/2014 9:50:03 AM by MIG & Co.
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Microsoft recently shared a timeline and some details on future releases for Microsoft Dynamics GP. The next major release, Microsoft Dynamics GP 2013 R2, is still slated for May, but the real news is that the tail end of this year will see the release of Microsoft Dynamics GP 2015. Microsoft's GP team is now committed to a biannual release cycle, so that the solution's users will see a steady and regular increase in value.
Posted: 2/14/2014 5:48:54 PM by MIG & Co.
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The Microsoft Dynamics Independent Software Vendors (ISV) Leadership Summit was held in San Juan, Puerto Rico, in late January. ISVs in the Microsoft Dynamics channel met to discuss and share business strategies on topics from sales and marketing to leadership and business development. It was also an opportunity for ISVs to brainstorm for future collaboration to enrich the Microsoft Dynamics community.
Posted: 2/10/2014 12:12:34 PM by MIG & Co.
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Mobility is a hot topic in business management software, and surely will be at Convergence 2014. Resco, who makes the market-leading mobile client for Microsoft Dynamics CRM, has a lot planned for Convergence. They'll be exhibiting, of course, with live demonstrations, personal consulting, and examples of implemented solutions. They're also going to be introducing a new product at Convergence, and they've got a workshop running the Monday before Convergence.
Posted: 2/5/2014 12:07:30 PM by MIG & Co.
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A fully integrated and comprehensive field service management solution is offered by Microsoft Dynamics GP. This set of tools will help you improve customer satisfaction, efficiently schedule field technicians, and better manage your field costs. You'll manage your field operations with more profitability by increasing technician productivity and reducing overhead.
Posted: 1/31/2014 2:10:55 PM by MIG & Co.
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As Microsoft Dynamics CRM team member Uma Maheswari Anbazhagan reminded us recently, Microsoft is currently offering free storage and a free non-production instance for Microsoft Dynamics CRM Online 2013. Microsoft is doling out 2.5 GB of free storage for every 20 professional User Subscription Licenses (USL), up to a storage capacity of 50 GB. The free non-production instance of Microsoft Dynamics CRM Online 2013 is granted for 25 USLs or more.
Posted: 1/27/2014 8:19:17 AM by MIG & Co.
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Lonely Planet, the world's largest publisher of travel guidebooks, recently turned to NetSuite for its business management software, replacing SAP and Salesforce with one integrated solution. Lonely Planet had been facing a costly and time-consuming upgrade, and they decided that they wanted to move to a more flexible, cloud-based IT operation, saving a lot of money in the bargain. They found that NetSuite's all-in-one solution could better manage their financials, customer relationship management (CRM), demand planning, project management, warehousing, and manufacturing.
Posted: 1/16/2014 9:02:11 AM by MIG & Co.
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Microsoft unveiled Power BI for Office 365 and Power Query for Excel last summer, and both are still in preview mode. Power BI for Office 365 is a cloud-based solution that makes it easy to deploy a self-service business intelligence (BI) environment for sharing live Excel based reports and data queries, and it enables data discovery and information access from anywhere and from any device. Power Query for Excel is an Excel add-in that enhances the self-service BI experience in Excel by simplifying data discovery and access.
Posted: 1/15/2014 9:12:02 AM by MIG & Co.
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We just heard that CONVERGENCE 2014 IS GOING TO BE AMAZING! Well, okay, to be specific, we heard that from the official website. Convergence 2014 is converging on the Georgia World Congress Center in Atlanta this year, March 4th through March 7th. Some of the activities, including the keynotes and the Thursday night party (March 6th), will be held at nearby Philips Arena.
Posted: 1/14/2014 2:51:46 PM by MIG & Co.
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On January 7th, Microsoft announced that it has reached an agreement to acquire Parature, a leading provider of cloud-based customer service solutions. The acquisition will strengthen Microsoft Dynamics CRM by extending its ability to deliver amazing customer experiences.
Posted: 1/9/2014 11:04:03 AM by MIG & Co.
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The Wall Street Journal's Michael Hickins recently reported that NetSuite is accelerating the construction of data centers in Europe as a result of concerns about the National Security Agency's (NSA) spying activities. Data privacy concerns first arose in the United States after former NSA contractor Edward Snowden leaked top-secret documents revealing the NSA's eavesdropping on domestic phone and email traffic.
Posted: 1/6/2014 10:54:13 AM by MIG & Co.
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Earlier this year, NetSuite commissioned research firm YouGov to conduct a survey of 531 ERP decision makers for organizations that are using on-premise ERP software, to get their thoughts on their ERP systems and how they're working out for them.
Posted: 12/26/2013 4:20:42 PM by MIG & Co.
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Microsoft Dynamics GP delivers fully integrated supply chain management (SCM) solutions that increase efficiency, reduce time-to-market, and improve control of the supply chain. The SCM features in Microsoft Dynamics GP can help you connect customer requirements with product design, work better with business partners, and better track workflow across manufacturing, purchasing, finance, sales, and distribution.
Posted: 12/26/2013 4:14:19 PM by MIG & Co.
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NetSuite is the world's leading cloud business management suite, a single web-based solution that delivers fully integrated ERP, professional services automation (PSA), customer relationship management (CRM), and ecommerce. We've been taking a look at all of these parts in more detail, covering all but the ecommerce solution, so today it's time to wrap up by taking a closer look at ecommerce... and SuiteCommerce.
Posted: 12/19/2013 4:08:23 PM by MIG & Co.
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In late November, POS Remarketing Group, Inc., announced that they have deployed Microsoft Dynamics CRM as an integrated customer relationship management (CRM) solution. Modernizing their sales, service, marketing, and operations tools will enable them to provide customers with the best possible experience and also give the company room to keep growing.
Posted: 12/19/2013 3:22:51 PM by MIG & Co.
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The Microsoft Dynamics CRM 2013 team launched its free phone apps for Windows, iPhone, and Android in late October, increasing the device options for CRM 2013 customers to access and use the solution soon after its release.
Posted: 12/17/2013 2:48:30 PM by MIG & Co.
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NetSuite is the world's leading cloud business management suite, a single web-based solution that delivers fully integrated ERP, professional services automation (PSA), customer relationship management (CRM), and ecommerce. We've been taking a look at all of these parts in more detail, and today we're leaving NetSuite's ERP and PSA functionality behind and turning to its CRM solution.
Posted: 12/5/2013 1:49:22 PM by MIG & Co.
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The Intercompany module for Microsoft Dynamics GP enables you to set up, enter, and maintain relationships between companies so that revenues and expenses attributable to one company (the originating company) and be tracked as "due to" or "due from" accounts in other companies (destination companies).
Posted: 11/26/2013 9:34:10 AM by MIG & Co.
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NetSuite is the world's leading cloud business management suite, a single web-based solution that delivers fully integrated ERP, CRM, professional services automation, and ecommerce. We're taking a look at all of these parts in more detail, starting with some of the ERP functionality delivered by NetSuite covered in our last entry, and continuing today with some of the other financial management capabilities of NetSuite's ERP component.
Posted: 11/21/2013 8:28:47 AM by MIG & Co.
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With the recent release of Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online, Microsoft has introduced a new multi-tiered licensing model. The new model increases the licensing flexibility available to on-premises users and offers the same level of flexibility to online users. You can purchase different licenses for different roles to accommodate the specific needs of your organization, lowering the cost of your CRM solution.
Posted: 11/19/2013 8:25:43 AM by MIG & Co.
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Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven companies. The base project management functionality found in the Business Essentials edition of Microsoft Dynamics SL is all the project management most organizations will need, but if you are looking for unique, specialized, or advanced project management tools, Microsoft Dynamics SL also offers a number of specialized project management solutions.
Posted: 11/14/2013 8:14:08 AM by MIG & Co.
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NetSuite is the world's leading cloud business management suite, a single web-based solution that delivers fully integrated ERP, professional services automation, CRM, and ecommerce. We've been taking a look at all of these parts in more detail, but today we're leaving NetSuite's ERP functionality behind and taking a look at their professional services management tools.
Posted: 11/12/2013 8:10:59 AM by MIG & Co.
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With each release of Microsoft Dynamics CRM, Microsoft finds new ways to save you time and to help you work more efficiently. One of the many new features in the new release, Microsoft Dynamics CRM 2013, is the ability to create or filter activities right in the activity feed, so you don't have to switch screens. You can access email, appointments, or any custom-created activity directly from the activity feed.
Posted: 11/8/2013 8:08:49 AM by MIG & Co.
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NetSuite is the world's leading cloud business management suite, a single web-based solution that delivers fully integrated ERP, CRM, professional services automation, and ecommerce. Let's take a look at all of these parts in more detail, starting today with the financial management capabilities of NetSuite's ERP component.
Posted: 11/4/2013 5:43:24 PM by MIG & Co.
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Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven companies. Its supply chain management (SCM) solutions streamline and give you more control over manufacturing and distribution processes.
Posted: 10/30/2013 3:06:59 PM by MIG & Co.
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On October 21st, Microsoft announced a strategic original equipment manufacturer (OEM) agreement with InsideView, Inc. that will integrate InsideView's social intelligence capabilities with Microsoft Dynamics CRM. Microsoft also announced a new set of industry-specific business process templates. Both will be available to Microsoft Dynamics CRM 2013 users by the end of the month.
Posted: 10/28/2013 12:35:44 PM by MIG & Co.
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On October 22nd, NetSuite announced that it would purchase TribeHR, a four-year old Canadian company that delivers human capital management (HCM) solutions to 450 customers in 50 countries. NetSuite bills itself as an "all-in-one" business management solution, offering ERP, CRM, and Ecommerce through the cloud, and all tightly integrated, but there is actually one piece missing from the "all": HCM.
Posted: 10/17/2013 1:17:33 PM by MIG & Co.
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Access teams are a handy new feature, a new type of team introduced by Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. We've touched on this new feature before, but today let's look at it in a little more detail.
Posted: 10/15/2013 5:40:43 PM by MIG & Co.
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The Receivables Management module in Microsoft Dynamics GP enables you to automate processes for invoices, receipts, finance charges, and statements. You can analyze customer activity, and set up and maintain customer records including credit limit, contact names, aging balances, and much more. Manage sales made on accounts more effectively while lowering your overhead costs.
Posted: 10/9/2013 5:18:25 PM by MIG & Co.
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If you're attending the Technology Services World (TSW) 2013 Service Transformations conference, and you've been wondering what NetSuite's cloud-based ERP software can do for you, and particularly its Professional Services Automation (PSA) software, stop by booth #3 on the exhibition floor. In addition, NetSuite, in conjunction with customer Kronos, will deliver a presentation on its PSA capabilities at a special session.
Posted: 10/7/2013 4:30:32 PM by MIG & Co.
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Microsoft Dynamics CRM's Yammer integration enables users to quickly and easily collaborate, commenting on posts or starting contextual conversations from within Microsoft Dynamics CRM, on-premises or online. Yammer enables your entire organization to join the conversation, including Yammer users who aren't licensed CRM users. Users can join conversations directly from Microsoft Dynamics CRM, through Yammer web or desktop applications, or via applications running on mobile devices.
Posted: 10/3/2013 1:17:43 PM by MIG & Co.
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The Payables Management module in Microsoft Dynamics GP enables you to automate routine and complex accounts payable tasks with real-time statistical history, account control, payment scheduling, easy reconciliation, and check printing. Keep accurate and up-to-date information about money owed, due dates, and available discounts at your fingertips. Track vendors including multiple ship to addresses, payment terms, credit limits, vendor items, and much more.
Posted: 10/1/2013 12:55:55 PM by MIG & Co.
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Guided processes are automated workflows, progressive checklists that keep employees on task and not having to ponder the next step in a process, such as a sales or customer service process. Employees get a clear view of what steps have been completed, where they are at in the process, and what steps still need to be taken. Users can move forward or backward in a process flow, and at each stage they will be presented with a different suggested list of steps to be taken. As Microsoft puts it, guided processes are "a deliberate move to focus on outcomes rather than transactions."
Posted: 9/26/2013 5:29:17 PM by MIG & Co.
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Encumbrance Management in Microsoft Dynamics GP was specifically designed for not-for-profit and public sector organizations. It is integrated with purchase order processing in Microsoft Dynamics GP, enabling easy location and tracking of budget information and streamlined period-end and year-end reporting. Budgetary and encumbrance accounting help ensure that your expenditures and monetary commitments do not exceed available funds.
Posted: 9/24/2013 5:42:05 PM by MIG & Co.
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Have you noticed more bicycles at the office and on the street lately, even when it isn't Bike to Work Day/Week/Month? Whether for health or environmental reasons, more and more people are biking these days, and that translates to 6.1 billion dollars for the bicycle industry in 2012, as well as an estimated 19% increase in used bicycle sales from 2011.
Posted: 9/19/2013 5:36:37 PM by MIG & Co.
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Data entry has been simplified with Quick Create. As the name suggests, the tool enables users to quickly create any record by capturing key data points for the record being entered. You can add and edit Product line items to your opportunities, quotes, orders, and invoices with inline editable grids, and you can insert product details such as price, quantity, and discount directly in the grid on the form.
Posted: 9/17/2013 5:38:10 PM by MIG & Co.
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The Quick Query tool in Microsoft Dynamics SL enables even nontechnical users to easily and quickly find, review, and store ERP data. Microsoft Dynamics SL comes with over 100 predefined views of financial data, organized by series/modules, such as orders, inventory, field service information, project details, and much more. Any SQL view can be tapped to fetch data in a Quick Query.
Posted: 9/11/2013 5:45:34 PM by MIG & Co.
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Australia's Port of Portland recently streamlined their business management in a big way by replacing four different on-premise and outdated software solutions with a single instance of cloud-based NetSuite. In replacing those systems, NetSuite now handles the company's financial management, project management, asset management, payroll, and shipping scheules, and all of it fully and seamlessly integrated.
Posted: 9/9/2013 5:44:13 PM by MIG & Co.
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Process automation leads to increased productivity, and Microsoft Dynamics CRM's guided sales process can help optimize your organization's sales efforts. You can create automated workflows that standardize and simplify the sales process. A highly intuitive interface and embedded Microsoft Office functionality chip in to help you shorten your sales cycles and increase close rates.
Posted: 9/5/2013 1:18:11 PM by MIG & Co.
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If you find that one of your customers has become one of your vendors, or a vendor has become a customer, Microsoft Dynamics GP's Customer/Vendor Consolidation functionality can save you time creating records and give you a consolidated or combined view of the customer/vendor relationship. This tool enables you to quickly transfer information between Receivables Management and Payables Management, creating a new vendor record that uses information already available in a customer record, and vice versa.
Posted: 9/2/2013 1:25:18 PM by MIG & Co.
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You can make calls to leads, contacts, and accounts directly from Microsoft Dynamics CRM with Skype and Lync integration. Install Skype or Lync, enable the Click to Call (CTC) feature, and your phone numbers in forms will be hyperlinks. Then you can simply click a number to place a call to it.
Posted: 8/30/2013 11:56:19 AM by MIG & Co.
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Microsoft Dynamics SL makes it easy to take control of your organization's future. Microsoft Forecaster, included with the Advanced Management Edition of Dynamics SL, is a fully integrated budgeting and planning application designed to help organizations create and execute accurate and realistic budgets. It is the fast and affordable way for midsize and larger businesses to reap the benefits of a dedicated budgeting and planning application.
Posted: 8/29/2013 11:01:20 AM by MIG & Co.
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If you've already decided you're going to the cloud for your company's ERP solution, then obviously NetSuite will make your short list of options, being the industry leader and all. But perhaps you're not yet sure. An organization that has decided to deploy an ERP system will be facing a great many decisions, and one of the first and most important is whether or not you want your ERP software to be deployed in the cloud or on-site. There is no simple answer to that question, but let's look at the advantages of each.
Posted: 8/26/2013 10:48:29 AM by MIG & Co.
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If you prefer using an iPad to a laptop, Microsoft Dynamics CRM Online has a feature for you. The Apple iPad is not supported by the on-premises deployment of Microsoft Dynamics CRM, but Microsoft Dynamics CRM Online does support the iPad for those CRM Online users who choose to install the product updates. This feature was designed for iPad users who need to get work done on the road, such as sales representatives on sales calls.
Posted: 8/23/2013 11:01:12 AM by MIG & Co.
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Microsoft Dynamics SL includes more than 900 standard reports, but if you want to customize them or write your own reports, you've also got Crystal Reports, the industry leading report writer that is included with Microsoft Dynamics SL System Manager. Crystal Reports gives both novice and experienced users powerful reporting and query capabilities, enabling them to modify any existing report or write an unlimited number of custom reports that best suit their needs.
Posted: 8/20/2013 9:55:13 AM by MIG & Co.
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Welcome to the inaugural entry of our brand new NetSuite blog. As a first issue, this is sure to be a hot collector's item in coming years, so feel free to print it out and encase it in protective plastic. Here we'll be talking about all things NetSuite, its capabilities and features big and small, as well as stories and news. But first, in case you are unacquainted with the world's top cloud-based ERP software, an introduction is in order. What is NetSuite?
Posted: 8/16/2013 4:11:44 PM by MIG & Co.
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How can you reach your customers and prospects? Depending on your target market, most people now prefer to receive e-mails. The only problem now is keeping track of who is opening those emails and clicking through to your website. There are many tools out there available, but not all of them will integrate with your CRM database. One tool that does integrate with many of the e-mail marketing automation software out there is Microsoft Dynamics CRM.
Posted: 8/12/2013 9:53:39 AM by MIG & Co.
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Microsoft Dynamics GP provides several types of security. The solution has many features and collects a great deal of data necessary to run a business, but most users do not need access to all the data, reports, and tools in Microsoft GP. Therefore, the security features are designed so that users have access to just the data and tools they need to do their jobs, keeping sensitive business data as secure as possible while still enabling users to work efficiently.
Posted: 8/3/2013 1:15:29 PM by MIG & Co.
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If you like to store and edit home videos, it can really slow your PC down. You can upgrade to a new machine, but like a lot of people, maybe you use an external hard drive instead. It can be a simpler and less expensive solution.
Posted: 7/30/2013 4:11:23 PM by MIG & Co.
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The Microsoft Dynamics CRM team recently published an article entitled "How to Synchronize CRM Online with your Active Directory" on their blog. Why would you want to synchronize it with your Active Directory (AD)? Well, doing so enables you to manage all of your users in one place and control access to multiple CRM organizations with AD. If single sign-on (SSO) is set up, users can sign in to Microsoft Dynamics CRM Online with their existing credentials.
Posted: 7/29/2013 4:06:49 PM by MIG & Co.
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Document attachment is a new feature in Microsoft Dynamics GP 2013 (www.mig.com/DynamicsGP2013) that enables you to easily and efficiently attach electronic files to purchasing or sales transactions or to purchasing, sales, or inventory master records. You can attach digital photographs, images, contracts, copies of invoices, or any related information.
Posted: 7/26/2013 4:03:37 PM by MIG & Co.
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Are you about to launch a direct mail marketing campaign? Direct Mail campaigns are a lot of work, and it can get a bit hectic. With the mail merge feature in Microsoft Dynamics CRM you can easily print a marketing list out as mailing labels. The feature merges your Microsoft Dynamics CRM Online data into a label template in Microsoft Word 2010.
Posted: 7/24/2013 3:58:35 PM by MIG & Co.
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Professional services organizations (PSOs) thrive by maintaining profitability for client services, ensuring that projects are completed on time and that their services meet or exceed customer expectations. Microsoft Dynamics SL is a comprehensive business solution that is designed specifically for project-driven organizations, and it is the perfect ERP toolbox for PSOs. Microsoft Dynamics SL helps PSOs improve profitability, efficiency, and customer service.
Posted: 7/19/2013 3:51:21 PM by MIG & Co.
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Good, up-to-date marketing lists are often the core of successful marketing campaigns, and Microsoft Dynamics CRM enables you to quickly and easily create marketing lists. Microsoft Dynamics CRM has search features for managing and filtering accounts, contacts, and leads, and you can use these features to set up targeted marketing lists. You set up the list with the criteria you define, and Microsoft Dynamics CRM does the rest.
Posted: 7/17/2013 3:45:38 PM by MIG & Co.
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We all know that banking can be tedious work. Now what if you could have a system that could help you organize all those transactions? Microsoft Dynamics GP contains several modules that streamline your banking and checkbook management tasks.
Posted: 7/15/2013 3:38:38 PM by MIG & Co.
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Savvy businesses are shifting their emphasis off of themselves and onto their customers and prospects. Customers and prospects, empowered by the Web and social tools, have more control over the brand than ever; delivering hyper personalized campaign interactions to them is today's challenge.
Posted: 7/10/2013 3:31:04 PM by MIG & Co.
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Let’s start with what exactly marketing automation is. It is a tool that allows you to effectively develop and analyze marketing campaigns and organize customer data. Marketing Automation software will allow you to keep track of your campaigns as well as any e-mail/ phone/ in-person interactions.
Posted: 4/9/2013 11:15:00 AM by MIG & Co
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The following guide describes how to set up a 13th period in Microsoft Dynamics GP:
1. Open the Fiscal Periods Setup window: Microsoft Dynamics GP menu >> Tools >> Setup >> Company >> Fiscal Periods
2. Enter the year.
3. Enter the first day and last day of the fiscal year.
Posted: 4/1/2013 7:39:00 PM by MIG & Co
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Sometimes you may have separate Dynamics CRM installations or instances to help better run your organization. Different departments use CRM software for different reasons. For example, your marketing and sales departments will use it for your customers, suspects and prospects. In order to manage the payroll side for your sales department, Human Resources may use it for your employees to calculate their commission on sales.
Posted: 3/27/2013 1:55:07 PM by MIG & Co
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After the much awaited launch of Microsoft Dynamics GP 2013 last December, we were thrilled to test the product and experience the new features of this highly acclaimed ERP software. According to Microsoft, the motto of Dynamics GP 2013 is to “think forward, increase productivity and stay ahead,” and we agree with them. Now, let’s talk about new features and user productivity.
Posted: 3/20/2013 9:10:11 PM by MIG & Co
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One of the many cool new features in the recent update to Microsoft Dynamics CRM 2012 is embedded Bing maps. Address fields are already a part of many of your Customer Relationship Management records, and with Bing maps, you can now easily take advantage of this geo-data for visualization. Of course, it had been possible to generate Bing maps in MS Dynamics CRM before, but it generally required some coding or else purchasing 3rd-party packages.
Posted: 3/13/2013 3:06:33 PM by MIG & Co
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The other day I was speaking with one of our sales guys about some fears new prospects may have. Among those fears was whether users would be able to adopt Microsoft Dynamics GP or Microsoft Dynamics SL. These are some technical accounting systems that will enable your team to use familiar tools. Microsoft Dynamics GP and Dynamics SL have a similar interface to Microsoft Office products.
Posted: 3/6/2013 7:37:01 PM by MIG & Co
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The last news we’ve heard on the long awaited CRM 2012 upgrade is that its general availability has been pushed to January 2013. One of the features we’re very excited about in this newest Dynamics CRM is the native Yammer integration. According to Microsoft, though, you’ll have to wait a little longer—it will be ready in February.
Posted: 2/28/2013 5:00:00 PM by MIG & Co
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As Microsoft Dynamics GP is poised to offer a cloud-based solution, it’s interesting to look at some of the reasons companies give for not implementing an ERP solution. According to the Aberdeen Group, cost is one of the most important factors when manufacturers decide to forgo ERP software. In a study completed in 2011, Aberdeen notes that while total-cost-of-ownership is important, it’s not the only factor.
Posted: 2/22/2013 10:10:00 AM by MIG & Co
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One of the enhancements hinted at for the pending update to Microsoft Dynamics CRM 2012 is improved integration with Microsoft Office. While Dynamics CRM support for Outlook is already solid, some are expecting new capabilities for working with CRM records in Excel and possibly Word. Obviously this will be welcome news, but many Dynamics CRM users overlook some of the powerful existing capabilities for viewing and editing CRM records using Excel spreadsheets.
Posted: 2/18/2013 4:50:00 PM by MIG & Co
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Are you looking to quickly reduce purchasing transaction costs and rein in maverick spending? If so, you won’t want to miss our upcoming webinar; now’s the time to register! MIG will review best practices for your Requisition and PO Systems in Microsoft Dynamics and how to completely automate the procure-to-pay cycle.

Posted: 2/13/2013 11:05:35 AM by MIG & Co
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Microsoft Dynamics CRM has always bundled in some templates and other workflows. For the update to Dynamics CRM 2012, there are powerful pre-defined workflows for sales processes. Specifically, the Dynamics team has included three workflows for lead, opportunity, and sales management.
Posted: 1/25/2013 12:01:00 PM by MIG & Co
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