Posts From Cargas

Conventional Wisdom, Software, and Your Business

We use this phrase to refer to commonly held ideas and beliefs that seem like they should be true: It’s – well, conventional. According to Wikipedia (and what better place to find a definition for the term “conventional wisdom”), it

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Introducing The New Cargas.com

New Website Highlights Business Software & Consulting Services Lancaster, PA — Cargas Systems is pleased to announce the re-launch of cargas.com, a newly designed website for their business software and consulting service specializing in Intacct, Microsoft Dynamics GP, CRM and

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Four Ways to Increase Ownership of Your System

Full disclosure: I’m a Microsoft Dynamics GP consultant and have been for the past 22 years. My company makes money by helping people implement, support, and maintain their systems, so it may seem odd that I would be writing an

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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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Easy Sales Tax Collection and Reporting for Small and Medium-Sized Businesses

In the not-so-distant past, it was relatively easy to determine if a company needed to collect sales tax from its customers. Usually, a physical office location in a single state meant that companies needed to collect tax in their home

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2013 Microsoft Dynamics CRM Apps – Pros and Cons

With the dawn of Microsoft Dynamics CRM 2013 came the release of Microsoft’s own apps for the solution: one for smartphones and one for tablets. While apps are nothing new for Microsoft Dynamics CRM (Resco and CWR are third-party ISVs

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Yammer Time

Microsoft Dynamics CRM’s customer-centric philosophy allows users to see all the activities happening for an account. Whether it is a new Opportunity, a new Case, or a new Campaign, there is total visibility into that Account.

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Professional Services Tools Library

All too often users find themselves wishing: Wishing they could reverse a previous setup decision or make a simple change to an employee name in payroll when they married or divorced; wishing they could change a customer/vendor name or ID because ownership changed; wishing they could combine GL account information into a new account number.

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Going Mobile

One topic that repeatedly comes up during a Microsoft Dynamics CRM project is mobility. With the need for anywhere/anytime/any device access, companies want to understand options and what is needed to make information accessible with mobile devices.

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Preview: “Orion” is Microsoft Dynamics CRM 2013

Orion has a new name. This fall, the Microsoft Dynamics CRM 2011 release will be known as Microsoft Dynamics CRM 2013 (for on-premise) and Microsoft Dynamics Fall 2013 (for online subscribers).

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