Archive

Gamification: A Generation Y Working Method

It is possible you’ve not heard much (if anything) about gamification. That is likely to change. As it relates to organizational management, you are likely to hear much more about gamification in the near future

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Creating Contacts and Leads from an Email CRM Tip

There is an easy way to see whether people copied on an email are contacts or leads in Microsoft Dynamics CRM system when using the Microsoft Dynamics CRM for Outlook client.

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Password Protect Microsoft Word .docx attachments

For Microsoft Dynamics GP users who email Sales Documents, Purchase Orders, or Remittances in Microsoft Word format, Microsoft Dynamics GP 2013 allows for the System Preferences window to password protect emailed .docx attachments. Access by clicking Administration, choose Setup, click System, and choose System Preferences. Under the Email Preferences section of the System Preferences window, check the box to Protect .docx attachments with a password. Then choose to Auto generate a password – for user ability to edit the documents, set the password manually.

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Startup and User Classes Folders

To automatically open a Microsoft Dynamics GP window, website, macro, external document or Smartlist, utilize the Startup folder on the Shortcut bar.

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Who Posted this Journal Entry?

To find out the user who posted a journal entry, add the User Who Posted field to the Account Transactions SmartList.

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Create Personal Views in Microsoft Dynamics CRM 2011

For a variety of reasons, Microsoft Dynamics CRM Users often have the need to view data in different ways from each other. Create Personal Views is a great function to speed access to the data needed.

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Utilizing Landed Cost Functionality

The Landed Cost functionality in Microsoft Dynamics GP is used by many customers. It provides an efficient means for capturing all the costs associated with bringing a product into a warehouse which gives management the information it needs to price products.

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Management Reporter Training through CustomerSource

One of the many benefits of being on and active Service Plan is access to Microsoft’s CustomerSource.

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How to Recreate Reports Dictionary

Be sure all users are out of Microsoft Dynamics GP before beginning.  Make a backup of REPORTS.DIC (usually located in the Dictionaries folder in the shared GP folder).  To make a backup, copy and paste.  Delete REPORTS.DIC (usually located in

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How to Create a New Fiscal Year

To create a new fiscal year in Microsoft Dynamics GP, open Microsoft Dynamics GP, choose Tools, click Setup, choose Company, and click Fiscal Periods. In the Year drop-down list, type the new year and tab out of the field. Confirm the dates are correct in the First Day and Last Day fields and that the Number of Periods is correct. Click the Calculate button. The periods are populated in the scrolling window below.

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