Successful Software Implementations Require a Dose of Reality

As an implementation consultant at The Resource Group, every customer I work with wants a successful software implementation project. No one sets out to fail. But even when the project comes in on time and on budget, the project team members might not consider it a success. In fact, they are often so exhausted and overwhelmed that they aren’t even sure what to call it, other than a relief that it’s over. While detailed requirements gathering and project planning are instrumental in a successful implementation of Microsoft Dynamics GP, here is my number one tip for success: Be Realistic

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Microsoft Dynamics CRM 2011 Update Rollup 12: Released! But hold on for a moment…..

To find out the major features of Update Rollup 12, one only needs to search around a bit online and you’ll find the same sort of features list over and over. UR12 should certainly not be thought of as a service pack release but more so as an upgrade of sorts.

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Tips for 1099 Reporting in Dynamics GP

Time is tight to generate 2012 1099s. As a Microsoft Dynamics GP user, relying on the canned 1099 Smartlist report is not recommended. 1099s generated using this canned report are not always accurate. So, how best to get 1099s generated in the next few days that you can be more confident in? Follow these detailed tips to use Smartlist Builder and check 1099 reporting off your To DO list!

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Update Rollup 12 and Windows Updates

Some of you may have heard about the latest Update Rollup for Microsoft Dynamics CRM 2011: Update Rollup 12 or sometimes referred to as Polaris. Others of you may not have heard about the Update Rollup (UR). While there are some great new benefits of UR and they will certainly provide most of you different degrees of value, it has come to our attention that there are some issues with this UR and we would advise not installing it at this time.

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IM error: Could not load file or assembly ‘Microsoft.ReportViewer.WinForms’

After upgrading to a GP 2010 or GP 2013, you may receive the following error when using Integration Manager:

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An insurance company was experiencing severe issues with their existing ERP software. They are a public, self-insurance pool providing liability and property coverage to municipal governmental entities. They needed a comprehensive accounting package to support their growing and emergent needs and selected the powerful accounting platform that only Microsoft Dynamics GP provides for their complex financial reporting.

They had been using an old mainframe system handling their claims and billing before implementing an industry specific software for insurance companies called Finys. This insurance software product suite is built to provide an operating platform for the carriers of property and casualty insurance. It also easily integrated with Microsoft Dynamics GP and met their needs for GAAP (General Accepted Accounting Principles) compliant by providing:
• Strong Financial Reporting
• Budgeting Capabilities
• Traceability for Audits, Security and Financial
• Ability to import Finys summary data into Microsoft Dynamics GP

Through the implementation of Microsoft Dynamics GP and its included robust, financial analysis tool, Management Reporter, the company’s reports for their 180+ members which formerly took all day to generate, now takes just minutes. The company is now enjoying many benefits by utilizing GP’s Reporting Tools, along with Microsoft Dynamics SmartList. They are now also able to eliminate manually entering ten key adding machine tapes which was very labor intensive. Standard GP edit reports allowed the users to stop using these ten key adding machine tapes in order to check totals. Now they spend less time keying and more time analyzing!

We would be very pleased to discuss an innovative solution for your growing business. With the year just beginning it is important to start it off right. The TM Group is here to help simplify and streamline your needs for 2013. Please contact The TM Group today at 888.482.2864, visit our website at or email

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CRM Mobility

As we move into 2013, mobility is an important and popular topic for most businesses. Mobile access to a CRM system is as important as ever – employees, and customers alike, expect and demand real-time access to data, such as contact information, product pricing, inventory, or sales opportunities.

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Easily mass assign “missing” reports back to the Microsoft Dynamics® GP report.

Do you ever try to print a report and you get this message, “Cannot access this form because the dictionary containing it is not loaded.” Do you ever wish you could mass assign all the “missing” reports back to the Microsoft Dynamics GP report easily?

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9 New Features From December 2012 Service Update For Microsoft Dynamics CRM

“We change, whether we like it or not.” – Ralph Waldo Emerson.
Microsoft continues to make a significant investment in Microsoft Dynamics CRM in three main areas of applications, experiences and platform. The recent Microsoft Dynamics CRM December 2012 Service Update has made the following enhancements:

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