Tag "DU Magazine Fall/Winter 2015"

Microsoft Dynamics CRM 2016: Welcome to the Realization of Great Customer Experiences!

Around 15 years ago, I started my journey working with Microsoft Dynamics CRM (of course back then, it had a different branding and naming convention). For those of you who might recall the application from the deep recesses of your

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Answers to Affordable Care Act Questions

I’ve never heard so many news stories that directly relate back to what I talk about on a daily basis. The Affordable Care Act (ACA) is no secret. Everyone has heard of it by now, but many businesses have yet

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Five Ways Microsoft Dynamics GP Helps Property Managers Achieve the Ever-Elusive 100 Percent Occupancy Goal

Recently, a client mentioned that when she first transitioned her property management company’s accounting to Microsoft Dynamics GP, she configured it to send her a text alert any time the occupancy rate hit 100 percent and all rents were paid

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Time to Start Thinking about Year-End in Microsoft Dynamics GP

It is once again time to start discussing year-end closing procedures and updates for modules in Microsoft Dynamics GP. Although Microsoft typically releases the Year-End Update around the middle to end of November, now is the time to be talking

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Navigating Sales Tax

Five Common Sales Tax Compliance Errors Found by Auditors If South Dakota, Colorado, and Connecticut are any indication, states are starting to publicize common sales tax management errors. Though they provide a road map for sales tax compliance, these lists

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Tales from the Trenches: Year-end Close for General Ledger in Microsoft Dynamics GP

One of the first items on the year-end close checklist that might not get enough attention is to print an account list and to verify the posting types of each account. Profit and Loss accounts are closed to the Retained

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Reduce Office Clutter and Simplify Processes with PaperSave

The modern office has little use for paper in most cases. Almost every operation can be completed digitally, and key files can be shared among contributors using cloud-based document management systems. The name of the game is efficiency, and paper

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Best Practices and Reasons to Automate Controls in Microsoft Dynamics GP

There is no magical “audit software” to make you audit-ready. First you must know your risks, adopt a framework to control them, and then actually control those risks using Microsoft Dynamics GP. Quick question: If Deloitte or KPMG (or worse,

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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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Microsoft Dynamics CRM 2015 Tip: Utilizing Calculated Fields

As an involved Microsoft Dynamics CRM partner, we work closely with each of our clients regarding their ongoing utilization and results achieved with Microsoft Dynamics CRM. It’s through the creativity and resourcefulness of customers and end-users that many unique insights

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