Archive

Time Zones with the Scribe Insight CRM Adapter

With the Scribe Adapter for Dynamics CRM, there is a feature that allows you to customize the time zone that should be used when migrating and integrating date/time fields.

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How to Create SmartLists for Comprehensive Leave Manager

If Comprehensive Leave Manager is setup to accrue leave time during payroll processing, the system will calculate the leave time during the build and calculate process. After calculating whether a user would like to validate the leave accruals for employees, a SmartList can be built from the Employee Leave Summary information.

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Using Workflow to Create a New Activity Feed Post

As you know, Activity Feeds can post certain activities to record walls, so users can have a greater visibility into all the interaction with that record. And as I explained in a previous blog, you can configure the Activity Feeds to post what is most relevant to you.

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CRM Online and Office 365—The Global Admin

Now that CRM Online is under the Office 365 umbrella, you must maintain your CRM licenses, users, and user information via Office 365 and not in CRM itself. You can no longer even disable a user or update a name. All of that is handled in O365.

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Advanced Finds: Data mining is within your reach

Searching through spreadsheets with pivot tables, submitting a request for a programmer’s help, crossing your fingers and hoping for the best…those were some of the ways data mining used to be done. Now there is a better way… Advanced Find through Microsoft Dynamics CRM and PeakNFP.

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Microsoft Dynamics GP Installation Options

A successful Microsoft Dynamic’s installation can be looked upon as a three tiered cake, with each additional layer requiring that the previous is compatible and successfully configured.

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Sales Tax Compliance Tips for 2013

You aren’t in the business of calculating sales tax, yet it seems to take up a large part of your days. From determining your tax liability through nexus, understanding what your consumer use tax responsibilities are, to keeping up with the constantly changing exemption certificate rules and remitting your sales and use tax returns, there is much to keep track of.

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Sales Tax Compliance for Microsoft Dynamics

It is no surprise that states are looking to sales tax as a way to generate more revenue these days, and ensuring your business is compliant is getting harder and harder. This is especially true for small and mid-sized businesses (SMB) due to the cost and burden of compliance for staying on top of the different state and local tax rates and the thousands of changes that are made every year by state legislatures. Many SMB businesses are not aware there are affordable solutions, such as AvaTax from Avalara, available to help mitigate the risks a business would otherwise take on when they try to tackle sales tax management manually.

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