For the last 15 years, I've been a CRM guy. Specifically, I’ve worked with Microsoft CRM (MBS CRM to Dynamics CRM to Dynamics 365 CE). During that period of time, I've often told people that I look for spreadsheets so that I can kill them. Businesses love to manage processes, maintain data, and build reports in Microsoft Excel spreadsheets. And why not? It's easy to do, fast and simple to set up, and when you need a solution TODAY to track incoming leads, Excel is the first place most people turn. The problems with Excel don't show up until weeks, months, or sometimes years later. Common problems include when more than one person needs to see the data tracked, or you need to be able to understand trends, or the spreadsheet keeps … [Read more...] about Microsoft Power Apps: A Game Changer for Mid-Sized Companies
Boyer announces new VP of CRM practice
Microsoft releases Year-End Updates for Dynamics
The payroll tax update for Microsoft Dynamics GP and the cumulative year-end update for Microsoft Dynamics SL have officially been released. See below for details.Dynamics GP 2020 Year-End UpdateThe U.S. Payroll Tax Update for Dynamics GP is now available. This latest update includes 2021 federal tax changes, a new FICA Social Security Wage Limit of $142,800 and statewide changes in the following states: ArkansasIowaKentuckyMaineMinnesotaMississippiMissouriNorth DakotaSouth CarolinaUsers must be on a supported version (2016 or above) of Dynamics GP in order to install the latest tax update. To download the tax table update file, log into CustomerSource.If you have questions or need assistance applying the update, contact … [Read more...] about Microsoft releases Year-End Updates for Dynamics
Connect your data with a versatile suite of Microsoft tools
Connect your data with Microsoft toolsBoyer debuts Power Platform and CRM practiceBoyer & Associates is proud to announce a new Microsoft Power Platform/CRM practice. A Microsoft gold-certified partner, the Minneapolis-based company has focused almost exclusively on ERP solutions since its debut in 1994. As of December 2020, we are expanding our solutions to include Microsoft’s Power Platform and Dynamics 365 CE (CRM).Boyer has joined forces with industry experts Lee Witkop, Merlin Schwaiger and Matt Fleming to head up the new practice. Witkop is the practice’s vice president and has a background in both consulting and sales. Partner Schwaiger has 17 years of experience in the industry, specifically … [Read more...] about Connect your data with a versatile suite of Microsoft tools
Cloud ERP team gains another consultant
Boyer & Associates’ consulting team for Microsoft Dynamics 365 Business Central continues to grow. We are pleased to announce the addition of Sue Laux-Maede as our newest senior consultant for the cloud ERP solution.Laux-Maede has worked as an ERP consultant for most of her career. She earned her accounting degree from Illinois State University but quickly switched to consulting after working on an early implementation of Solomon (now Dynamics SL) software for her employer at the time, Feldkamp Malloy.“I really gravitated more toward the implementation and consulting side,” she said. “I definitely did not like being an accountant. I’m very much a people person. I’d rather be out interacting with people.”As a consultant, she enjoys … [Read more...] about Cloud ERP team gains another consultant
Is Dynamics SL Cash Manager out of balance?
Here’s a quick fix from the Boyer support deskI have been working support cases for Microsoft Dynamics SL for many years now. I thought I would highlight an issue that comes through support on a regular basis regarding Cash Manager.Specifically, users often have an issue where Cash and the GL balances do not reconcile. Below are two common reasons for this to occur and how to fix the issue.First, one of the easier issues to resolve is to validate that the correct period is being used compared to the bank statement date:Second, the more reoccurring reason for this issue is that the Period to Post does not match one or more specific transaction dates. This could be caused by checks, deposits or journal entries where the transaction … [Read more...] about Is Dynamics SL Cash Manager out of balance?
Using Microsoft Power Apps: canvas vs. model-driven
There’s more than one way to make a bed. If you’ve ever searched for applications as a solution to a business problem, you know there’s also more than one software option to solve a problem. Hopefully by the time you’re reading this, you’ve already identified Microsoft’s Power Platform — and specifically Power Apps — as the solution you want to use to solve problems in your business.One of the first things you learn in the Power Apps space is that there are two “ways to make a bed” here too: model-driven and canvas.All too often, when people think about solving problems with Power Apps, the only solution they consider is canvas apps. In this blog we’ll cover the similarities between the two solutions. Most importantly, we’ll highlight … [Read more...] about Using Microsoft Power Apps: canvas vs. model-driven
How to print Remittance Advice report in Business Central
Brief:Install the free, Microsoft-provided Send Remittance Advice by Email From the Vendor Ledger Entry page, highlight a Payment line and run the Send Remittance Advice function either to email or print the remittance advice report.Introduction:In Microsoft Dynamics 365 Business Central it's easy to print off a vendor remittance advice report — as long as you have the free Microsoft-provided Send Remittance Advice by Email extension installed.Microsoft's documentation outlines how you can email or print the remittance advice reports. Emailing the report is a nice feature, but the nicest thing about having this extension installed is that it makes the remittance advice report accessible and easy to run. Accordingly, I will … [Read more...] about How to print Remittance Advice report in Business Central
Business Central Case Study – Child Rescue Coalition
A Florida not-for-profit is working hard to rescue children from sexual abuse. Child Rescue Coalition’s world-renowned Child Protection System (CPS) Technology helps law enforcement agencies in over 95 countries identify file sharing by IP addresses to track, arrest and prosecute online predators. Since 2013, the organization has helped rescue more than 2,500 children. Challenge With such an important mission, Child Rescue Coalition doesn’t waste its energy on subpar technology — in any area of the business. Director of Accounting Jeanne Aparicio handles all the financial accounting and reporting for the team of 10 and their board.She said their former QuickBooks system allowed users to easily manipulate data and change transactions, a … [Read more...] about Business Central Case Study – Child Rescue Coalition
Top Enhancements in Dynamics GP 18.3
It’s here! Microsoft Dynamics GP 18.3 officially released this month. As anticipated, the latest update has some very nice enhancements that will make working within the system that much easier and faster. In this latest update, the bulk of the enhancements fall under the Financials and System areas. Here are a few of our favorite highlights: Copy/Paste Purchasing Transactions The copy/paste feature in the General Ledger was such a big hit that they’re now introducing the same functionality for Purchasing transactions. You can now define purchase transactions and import them into the Payables transaction window with this feature. You can also choose whether or not to include distributions.For the copy/paste feature to work properly, the … [Read more...] about Top Enhancements in Dynamics GP 18.3
