Archive

CRM and Outlook Integrations

With Microsoft Office Outlook integration, Microsoft Dynamics CRM inherits Outlook features and innovations including spell check, user defined viewing panes (with drag and drop field views/locations), and integrated task creation, tied to Microsoft Dynamics CRM fields and attributes.

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De-Mystifying MRP in Microsoft Dynamics GP

One of the most powerful features of the Microsoft Dynamics GP Manufacturing Suite, is MRP – Materials Requirements Planning. Paradoxically, it may also be one of the least understood functionalities in the Microsoft Dynamics GP world! While MRP can work wonders for a manufacturing organization in controlling inventory, there is a certain level of hesitation with users and the consulting community when it comes to implementing MRP.

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Step Up to the Plate or Sit on the Bench

You’re excited –the decision has just been made to purchase and implement a new ERP or CRM project. All the signs are positive. The estimated timeline and responsibilities are defined in a Statement of Work. The contents of the project are well defined – the imports and migration of data detailed. Everyone knows what their job is in the process. Here’s what a good implementation partner should share right now:

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Business Analyzer — Microsoft Dynamics’ Best-Kept Secret

The Business Analyzer is a dashboard tool introduced with Microsoft Dynamics GP 2010 R2. With this cool little dashboard application, more than 260 KPIs and reports included with Microsoft Dynamics GP are now viewable by non-Microsoft Dynamics GP users. This can be installed on any users’ computer to allow them to view their own financial news feed. If one statistic catches the eye, users can drill into the report and look at the raw data.

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Plugins Workflows and Jscript

The terms “Plug-In,” “Workflow,” and “JScript” are commonplace for those who are experienced with Microsoft Dynamics CRM. Sometimes, it seems that even users who have a number of years of background using the product do not always understand the difference between these terms. This article brings some clarity for those who are unsure or find the terms confusing.

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Tapping Potential

With the release of Microsoft SharePoint 2013, I had the opportunity to connect with Girish Raja – Microsoft Dynamics CRM’s Technical Product Manager for the Corporate Marketing Team – to talk about the effort put into improving the integration between Microsoft SharePoint and Microsoft Dynamics CRM 2011. Girish discussed some lesser known Microsoft SharePoint 2013 features companies should be using, the road map for Microsoft SharePoint 2013, and skills that customers and partners should develop to better utilize Microsoft SharePoint investments.

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Microsoft Dynamics GP 2013 Human Resources – Why Now?

Take a moment to check the box of items below that pertain to your organization.

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CustomerSource? Why Not?

Organizations that are current on the Microsoft Dynamics service plan already pay to access Microsoft’s CustomerSource site, so why not use it?
For organizations that strive to be more self–sufficient and want to potentially save support and training dollars, CustomerSource is a great resource to take advantage of.

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Building Customer Portals

One area of Microsoft Dynamics CRM that has seen an increase in popularity over the last year is the Service module. Part of that increase in adoption can be attributed to the availability of portal solutions for Microsoft Dynamics CRM and the ability to increase the value proposition of the Service module by using those portals.

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Book Review: Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Recently, I read through Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino. Overall, the book is a good step by step guide for any Microsoft Dynamics GP users who have, at minimum, an average competency level with Excel 2013. It covers how to get detailed information contained within Microsoft Dynamics GP 2013 and present it in an attractive and easy to understand way.

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