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Month-End in Microsoft Dynamics GP

There are many articles that can be found detailing year-end processes in Microsoft Dynamics GP, but what about your month-end processes? Microsoft Dynamics GP uses a “soft” close concept wherein periods are not required to be closed. Further, periods can be reopened

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Paperless ERP: The Best Prescription for a Major Pharmacy Chain

In the ever-changing world of healthcare, it’s important to keep up with the latest technological trends to keep operations running efficiently. Genoa Healthcare, the largest behavioral health pharmacy provider in the country, recently automated its paper processes by implementing a

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Microsoft Dynamics GP Workflow 2.0

Does your organization utilize the workflow functionality built into Microsoft Dynamics GP? If not, there has never been a better time to start. Initiating a workflow is an easy way to achieve more benefits from your Microsoft Dynamics GP solution

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CRM Business Process Flow and Stages: The Challenges…and Hacks for Making It Work

Business processes were introduced with the release of Microsoft Dynamics CRM. This new feature is used to easily and efficiently drive a user through each stage to complete a Lead, Opportunity, Case, or any other out-of-the-box or custom entity. This

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The Six Most Important Questions to Ask Your Cloud Provider

What You Need to Know About Support Before You Move Your Microsoft Dynamics Solution to the Cloud A cloud is a cloud is a cloud – unless it’s not. Microsoft CEO Satya Nadella has declared a “mobile-first and cloud-first” strategy

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Microsoft Dynamics CRM 2015 Tip: Rollup Fields

One of the many new features in Microsoft Dynamics CRM 2015 is the introduction of the Rollup field. This allows a single field to sum the combination of related records such as the total revenue for opportunities or the total

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It’s All Good: New Payment Terms Options in Microsoft Dynamics GP 2015

Often a small enhancement to an existing feature reaps great benefit. That is the case with payment terms functionality for Microsoft Dynamics GP 2015. Prior versions of Microsoft Dynamics GP provided these date options on the Payment Terms Setup Window:

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Reassign All Records Owned by a User to Another User

This is not something totally new with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM 2015 as the functionality existed in Microsoft Dynamics CRM 2011 as well. If you ever have had a user leave the company or have had

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