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Missing buttons on the SOP Transaction window? Turn off the Action Pane
By Steve EndowThis morning I needed to research the distributions for SOP Invoices and Returns for an integration I was modifying. I opened the GP 2013 SOP Transaction Entry window and started to...
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Everything a Not-For-Profit Needs to Know About Affordable Care Act Reporting
Time is running out for not-for-profits to determine how they will report information for the Affordable Care Act (ACA). Many not-for-profits are at a higher risk for ACA penalties because they employ...
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WebSan University Notes Record Number of Users
MS Dynamics CRM vs Salesforce View Our Upcoming WebinarsDownload a FREE DemoWebSan University, WebSan Solutions’ online learning management system continues to thrive with now more than 600...
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Microsoft Dynamics CRM 2016 – Marketing Features Updates
In the upcoming release of Microsoft Dynamics CRM 2016 (scheduled for Q4) there are several updates across the product components in the Marketing features area of MS CRM, there will be updates to both...
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Why Training Employees in Customer Service Isn’t Enough
As a consumer, there is nothing more frustrating than poor customer service. In fact, a survey published in the Customer Experience Impact report found that 82% of consumers said that they stopped...
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Why it’s a Great Idea to Upgrade from Goldmine to Microsoft CRM
We have upgraded many past users of Goldmine to Microsoft Dynamics CRM. They have enjoyed an instant boost to their productivity, for a very comparable price. Here are 6 reasons to make the...
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October 30 Blog Review
Happy Halloween! Unfortunately (or maybe fortunately) I do not have any spooky CRM Stories for you other than users saying they didn’t do something the system says they did. Instead I have a quick...
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What’s new for US partners – Friday, October 30, 2015
Find out what’s new for Microsoft partners. We’ll connect you to resources that help you become market-ready, connect with customers and prospects, and differentiate your business. Read previous issues...
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Analytical Accounting in Dynamics GP
How the Analytical Accounting Module in Dynamics GP Can Help Improve Your Data AnalysisDo you wish it was easier to perform data analysis, so that all of your financial decisions could be made based on...
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Why Should I Upgrade to Microsoft Dynamics GP 2015 R2?
Why upgrade? That’s a question we hear often from our clients. Many people live by the old adage, “don’t fix what isn’t broken.” And, if you’ve updated your software recently this can be true, maybe...
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Top 3 Things to Think About When Implementing Microsoft Dynamics CRM
What is great about Dynamics CRM is the potential to customize just about anything within the system to meet an organization’s specific needs. What you need to keep in mind is that this may also cause...
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Top 10 Reasons to use Dynamics CRM for Supply Chain Management
As supply chains become more globalized, software has become more critical to an organization’s success. An increasing number of firms—especially small and medium businesses—are now realizing how...
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Dynamics GP SOP Return transaction distributions: A Puzzling Observation
By Steve EndowWhile updating an eConnect SOP integration, I observed something that I thought was strange.My integration was originally designed to only import Invoice transactions, but the client now...
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How To Process A Sales Return On A Sales Invoice
1. Create a sales batch : go to Sales / transactions / Sales Batch2. Go to transactions3. 4. Type/Type ID = Return / Return5. Document No : Auto populate6. Customer ID = select...
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Importar Familia de Productos, Productos y Agrupación en Dynamics CRM Online
Trabajando en una solución, me encontre con aquello que muchos comentaban, al importar productos tipificados como familias o agrupaciones, el …
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Getting DA3001 error message in MPOS
Another way to resolve this is this time very simple: if you are seeing this error in the MPOS UI, and you go to the Event Viewer and there are no events from a Retail Server source, then for sure...
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Image Gallery Utility for Dynamics CRM
In our earlier article we have demonstrated how we can fetch images attached to notes, working on the same requirement we have enhanced our examples to develop an image gallery utility to see all the...
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Agile and CRM?
What is the best way to project manage a CRM implementation??? Agile with a capital A, seems to have started around 2001. But I know many programmers and project manager who were following a rapid...
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USD – System Requirements
You may wish to review the Microsoft sites for the latest information on system requirements, but below are the requirements as I understand at the current time. System Requirements for USD Clients...
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USD – Do Search
Here I will explain the capabilities in Unified Service Desk (USD) to search for data. First of all let’s consider when this might be needed. Let’s say you have an account loaded but would...(read more)
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