Archive

It’s GP, Just Better.

Out with the Old To understand what this means, first take a look at the two licensing options that are available today. Perpetual licensing is the most typical –purchase a license to use the product and the license allows use

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Free Tools for Microsoft Dynamics GP!

Ever wanted to change old account numbers or Vendor IDs in Microsoft Dynamics GP? How about updating Employee IDs when they change their name? The Professional Service Tool Library (PSTL) contains quick and easy tools for Microsoft Dynamics GP users

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Setting the Quick Find Search Criteria in CRM 2011

Every second counts when you are on the phone with a customer. If you can’t find their record quickly, the customer starts to lose patience. If the customer loses too much patience you may lose the customer.

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Microsoft SQL Server 2012: What can it do for you and is it worth it?

With the release of Microsoft SQL Server 2012, many companies are looking at the new features and contemplating whether it is worth upgrading. Of all the releases of SQL Server, this one seems to have the data-driven geeks in high

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Taking Efficiency All The Way To The Bank

Talk to any banker and they will confirm the increase of regulatory requirements, heightened customer expectations, and extreme competition. The retail bank of today offers exponentially more products and services and has significantly more business units than it did just

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TargIT Goes Beyond FRx

Microsoft’s announcement to retire FRx triggered the need to find the right tool to support and enhance many company’s reporting requirements. It may have also triggered the question: Are we ready to painstakingly rebuild each report within Microsoft’s replacement –

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Book Review – Dynamics CRM Deep Dive: Security by Mitch Milam

Security in Microsoft Dynamics CRM is one of the most important aspects of the deployment. It allows groups of users to be categorized within an organization and defines the level of access each has to the data and the actions

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Upper Management: Using CRM 2011 and SharePoint 2010 Integration to Improve Document Management Capabilities

An organization’s efficiency and effectiveness depends on business systems that drive its processes from start to finish. Microsoft Dynamics CRM provides the ability to manage these processes, whether it falls into the area of customer acquisition, customer management or customer

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Debits and Credits – Adding Custom Links

Users can add Custom Links in Microsoft Dynamics GP for email, website or documents links. One example is to add a vendor contract to the Vendor ID field. The document needs to be added to the desired Vendor Address ID

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Debits and Credits – Default Sales Document Type

For all of the Sales Transaction Entry users out there – the document type for the most commonly used type can be set to default in! Simply open the User Preferences window – found either on the Home Page in

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