Posts From The TM Group

Many Changes on the Horizon with Microsoft Dynamics GP 2013

Many exciting things were unveiled at the recent Microsoft Dynamics GP 2013 Technical Airlift in Fargo, North Dakota on September 13th and 14th. Today I had a chance to sit down with TM Group’s Consulting Manager Perry Kountouriotis to hear his impressions of what he saw at the Airlift.

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How To: Preparing for a Microsoft Dynamics GP Upgrade

Before conquering a Microsoft Dynamics GP upgrade, there are a few very important items to consider. The first thing to determine is whether or not the organization is truly ready for an upgrade. This naturally requires a great deal of

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Upper Management: Using CRM 2011 and SharePoint 2010 Integration to Improve Document Management Capabilities

An organization’s efficiency and effectiveness depends on business systems that drive its processes from start to finish. Microsoft Dynamics CRM provides the ability to manage these processes, whether it falls into the area of customer acquisition, customer management or customer

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Manage Events Better with Microsoft Dynamics CRM and the xRM Platform

Events are critical tactics that many not-for-profit organizations use to fulfill their varied objectives. Successfully managing those events requires many detailed tasks. Our client, a large, not-for-profit operating foundation here in the Midwest, had been attempting to keep all of their events organized via Microsoft Excel spreadsheets and manual paper notes and receipts. They turned to The TM Group to help them establish a better event management solution and we guided them through the deployment of Microsoft Dynamics CRM and tailored it to meet their event management requirements.

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Should You Outsource Payroll or Bring it In-House with Microsoft Dynamics GP

Companies today are faced with a very tough decision, do they use an in-house payroll system or choose to outsource. Many companies quickly decide to outsource payroll, without really performing a detailed comparison to determine what would be a more cost effective way to handle their payroll. They believe that outsourcing payroll will save time and be more economical as well as unburdening themselves with the angst attached to quarterly and yearly tax filings. These expectations are not always correct.

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Intelligent Technology: Connecting Systems in Education Institutions

Educational institutions have varied system needs and often require the integration of multiple systems that handle student information, course registrations, busing, requisitioning, food service, concession point of sale, governmental reporting, accounting management, and payroll and human resources. One such educational institution is a successful, fast-growing online university that was seriously challenged with managing several systems to get the information needed to continue their rapid expansion plans.

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Improving CRM or xRM Implementation

Start with Clear Goals and Objectives: As an example, there may be a goal of deep visibility into closed-loop marketing campaigns and how many sales opportunities are generated. Be sure to spell out the specifics, as in how does the marketing team want to track campaign activities and what are the concrete campaign response goals? The project manager of the Microsoft Dynamics CRM implementation should gather goals across impacted departments to define what is sought to be achieved in a clear, comprehensive plan. Then the Microsoft Dynamics partner should be able to keep those objectives in mind when helping setup and customize Microsoft Dynamics CRM or xRM to reflect the specific business needs.

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Growing Industrial Services Company Finds Big Benefits in Microsoft Dynamics GP and WennSoft Service Management

One of our clients is dedicated to providing all-inclusive waste minimization, treatment, reclamation, and management services to the manufacturing industry. When manufacturers produce waste that could potentially harm the environment, our client picks it up, cleans the waste product and

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Streamline Document Tracking

Streamline Document Tracking – With New Out-of-the-Box CRM 2011 Integration with SharePoint 2010 …A lead is turned into a sales opportunity, has an RFP response, a pricing chart specific to the client, and notes from the meeting… Documents are a

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Cash is King – 3 Ways to Stronger Cash Flow

Small to mid-size companies are feeling the credit crunch after a few years of the economic recession and cash flow management. Microsoft Dynamics GP can help companies effectively manage cash flow.

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