Microsoft Dynamics Blog

it happens from time to time…you receive items and match receipts and invoice to the wrong Purchase Order in Dynamics GP.   Then only to discover that mistake right after you have posted the Receipts, Invoices, everything, Ops!  If you have ever done this you are not alone. Read the rest of this entry »

Three cheers for Rollup 6! The newest package is available for download on the Microsoft Download Center website. If you want to review the KB Article first, click here.

You should all be aware though that Update Rollup 6 for Microsoft Dynamics CRM 2011 contains one update that you must enable or configure manually. To enable or to configure this hotfix on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in this KB Article.

NOTE: This particular Rollup CANNOT be uninstalled, so be sure to backup your databases before you execute the installation. It’s also always recommended to perform these kinds of installations during off hours.

Curious about the Year-End close process.  Well, look no further.  Microsoft has a very well done video… follow the below link.

http://www.microsoft.com/en-us/showcase/details.aspx?uuid=91697dc7-4926-4144-8626-ca0eb8e284da

A recent CFO.com headline asked us to Imagine there is No Excel. The article goes on to discuss how companies are dealing with analytics and the rise of big data.The beauty of Excel is not just it’s power and ease of use but it’s ubiquity. You can’t throw a rock in a Finance or Accounting department without hitting an Excel spreadsheet so it’s not going to go quietly into the night.

The CFO.com article touches on analysis products for big companies (Hyperion, Cognos) and for startups (QuickBooks users) but curiously leave out mid-sized companies.

I’ve been spending time lately with deFacto Performance Management and frankly, it does a great job of tackling many of the items discussed in the article for mid-sized firms. Read the rest of this entry »

How many Leads are generated from our marketing efforts? How many high priority cases are being escalated? The charting functionality in Microsoft Dynamics CRM 2011 will help you find the answers to these questions and many more. Let’s take a look at the possibilities.

Inline Charts

New to 2011, you can view a chart right inside a CRM view just by clicking the chevron here: Read the rest of this entry »

In this webinar, we’ll be discussing the concept of “entity relationships” inside of the Dynamics CRM 2011 environment. We’ll take a look at 1:N, N:1, and N:N relationships. We’ll go into detail about what they are, how they are beneficial, and how to use them inside of the CRM application.

So, there I was setting up my Sales Event Kanban in a training environment, enjoying life and learning something new! Everything was going swimmingly well until I decided to go check the results of my set up in the Kanban Scheduling Board, or for the real Lean aficionados – the Heijunka Board (Why did Microsoft change the name?).
No sign of my Kanban – oops! Then I noticed that I did not see the correct period, silly me! So I clicked on the advance arrow, and it moved forward by one day; not what I expected! Ok, let’s look at changing the period settings, because I don’t’ want to move from January 2011, to January 2012, one click at a time do I? How do you change the period? Read the rest of this entry »

Learn how to improve your cash flow while monitoring customers credit limits, send out invoices, statements and letters via e-mail and much, much more.  Join us as we explore the advantages of using Collections Management for Dynamics GP.

Title: Collections Management in Microsoft Dynamics® GP

Speaker: Matt Trotzuk, I.B.I.S. Consultant

It’s a new year and what better way to start it off by attending our Dynamics GP Free Webinar Series.

Check it out!

http://www.dynamicscare.com/gpwebinars

ExactTarget is a marketing automation solution that works with CRM 2011 to boost your email marketing, social media marketing, and campaign management to mobile marketing and landing pages.  Learn how you can step up your marketing capabilities with ExactTarget and Microsoft Dynamics CRM 2011.