Archive

Optimizing CRM Online Data Migration Performance

After doing several data migrations into CRM Online, I noticed that the process was slower than with the on premise data migrations that I have done in the past. For projects with relatively small data sets, this may not always cause a huge issue since it is still possible to get the data migration done over several days or a weekend; however with large data sets, it could end up taking weeks or even months to fully complete a data migration.

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SmartList Tips, Tricks, & Gotchas in Microsoft Dynamics GP

SmartLists are one of my favorite tools available within Microsoft Dynamics GP. SmartLists provide a readily available and easy way to create ad-hoc reports and queries into the accounting system data without knowing more advanced reporting tools like SQL Reporting Services, Crystal Reports, or other popular tools.

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Microsoft Dynamics GP Tips and Tricks

A Different Method to Add Additional Documents to Vendors…Many of you already know that you can add an additional document that is located outside Dynamics GP to a vendor’s card using the OLE functionality.

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SmartList in the Toolbar

Do you wish the SmartList was easier to find? Add it to the Toolbar at the top of the Microsoft Dynamics GP window.

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Tracking Use Tax in Microsoft Dynamics GP

Here’s a nice way to track use tax in GP. This method can be used for both payables and purchase order transactions.

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“COPY ACCESS” Feature in Microsoft Dynamics GP is a Breeze!

Donielle Winslow, one of our Microsoft Dynamics Senior Support Technicians at The TM Group, had asked via our inter-corporate Yammer, “Has anyone else explored the Copy Access feature in GP user setup?” This started some great intercompany discussion about this awesome feature which we thought would make a good blog. So I asked her for a brief discussion of this terrific feature.

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Quick Charts in Management Reporter

One of the many features available with Management Reporter is functionality that allows any user to quickly and easily create a chart directly from Management Reporter This is useful for users who want a graphical presentation of data or who would like to add a chart to a presentation.

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Taking Advantage of Dashboards

I recently wrote a blog about creating dashboards and how they can be your one-stop shop for your work day. Today I want to expound on the advantages of how this feature can be used. When I demo dashboards it usually gets the “wow” factor but I often find that tying the wow factor to the typical workday isn’t always an obvious link.

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Goals – Your Personal GPS

Am I going in the right direction? Am I on track? Do I have time for golf? A GPS can guide you while driving but what do you use as a guide for your goals at work? Can you easily see where you are today versus your goal for the quarter? Can you see your goal and your team’s goals along with the overall company goal?

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Dynamics GP 2013 Fixed Assets enhancements

Some nice Fixed Asset enhancements are coming with the release of Dynamics GP 2013. The Fixed Assets calendar can now be defined using the Fiscal Period Setup, Calendar Year or even a custom year. Custom year? What’s that?

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