Tag "tips and tricks"

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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SafePay Alternative Formats

If your bank requires you to submit something other than the standard comma or tab delimited formats, you can accomplish this task by using Fixed Field as your output type. We recently had a customer that requested an unusual format.

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Microsoft Dynamics GP Tip: Classifying Vendors for Faster Check Batches

Do you routinely pay out vendors using check batches, manually entering your vendors into each and every batch? That can get a bit mundane, not to mention time-consuming. Luckily, vendors can be grouped in a couple of different ways in

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An Explanation of the Change Item Standard Cost Window

Previous to version Microsoft Dynamics GP 2013, if you changed the standard cost of an item, no journal entry was made in the general ledger. This caused an out-of-balance situation between general ledger and inventory. In addition, the Historical Inventory

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Email a Link Button

There is a great but little-known feature in Microsoft Dynamics CRM that makes it easy to quickly email someone a link to a CRM record. This “Email a Link” button is in the Microsoft Dynamics CRM record’s ribbon menu. I

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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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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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When to Use the Report Wizard

Microsoft Dynamics CRM provides many quick and easy ways to view and filter data right from the familiar list interface. With customizable views, quick search, column filtering and Advanced Find, users can retrieve, filter and organize records without having to go to the Report Wizard.

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