How to allow for a single approval from a group of approvers In most of the Microsoft-provided documentation on workflow approval scenarios, Microsoft provides instructions on a single approver, multiple required approvers, or a hierarchical-approval structure. So far, none of the customers I've worked with on Microsoft Dynamics NAV workflow tasks have asked for these kinds of approval structures. In most cases, the structure requirement has been about the same: the event can be approved by any one of several supervising users, and once it's been approved by any one of these users, the approval process is complete and no other pending approval entries should be left outstanding. We can refer to this as a single approval from a group of … [Read more...] about Creating Dynamics NAV Approval Workflows
Dynamics GP Tips & Tricks: User Setup
How to set up a new user in Dynamics GPThis post will outline the steps to setting up a new user in Microsoft Dynamics GP and includes a recommendation to make the process a little easier. Note that you might need to be logged into GP as the “sa” (system administrator) user to complete this task.Navigate to Microsoft Dynamics GP menu drop-down >> Tools >> Setup >> System >> User: In the above window enter the User ID and the User Name. The User Type defaults to Full, and the Status is Active. Enter a password in the Password field and then again in the Confirm Password field. Now you have the option to mark the Enforce Password Policy. Doing so will make it so the password entered must meet your domain … [Read more...] about Dynamics GP Tips & Tricks: User Setup
Mass Updates in NAV RapidStart
Welcome to Part 2 in a series of blogs on how to make mass changes and additions to data in Dynamics NAV. If you missed Part 1, you can read it here.In this blog we will look at the first two of 10 steps in making a mass change or addition to data in NAV, specifically:Identify what you want to change or add to NAV, including which fields and tables are involved. a.) For changes to existing records, create a mapping table to identify under what circumstances certain records will get updated. b.) For new records, identify all the fields that need to be set up to add in the new data. Go into RapidStart and create your configuration package and download the tables and fields identified. Export this to Excel.Let’s get started! Step … [Read more...] about Mass Updates in NAV RapidStart
Outgrowing QuickBooks
EVENT: QuickBooks stunting your growth? Scale with MicrosoftJoin us for this informative webinar Thursday, April 7, 2022 at 10 a.m. CDT where we will take a look at Microsoft Dynamics 365 Business Central, a cloud ERP solution that's a great option for companies who are outgrowing QuickBooks. Sign up now!Top 5 Signs You're Outgrowing QuickBooksThis blog series has been consolidated and updated.Have you ever found yourself sorting through multiple spreadsheets to find the right information? Do you have trouble tracking key data because the information is spilled over onto multiple documents? “How should I track this?” you wonder as you glance at yet another page of statistics. “I guess I’ll just create a new spreadsheet.” If you feel like … [Read more...] about Outgrowing QuickBooks
NAV Tips & Tricks
1. How to Customize Columns in Dynamics NAV Sometimes it can be frustrating to open a list of data in Microsoft Dynamics NAV and see multiple columns of information that you don’t need — or worse, not see the columns you really do need!Not everyone in your company needs to see all the same details on a given list. Thankfully, Dynamics NAV is super customizable and allows each user to determine how a list appears for them.In a List view, you can:Choose Columns and arrange them in ascending/descending order to best organize the information relevant to you. Choose Header Height Apply your customized settings from one list to all Lists. As the below screenshots illustrate, simply click on the arrow next to Choose Header Height and … [Read more...] about NAV Tips & Tricks
Boyer earns VAR Star status for 2017
Cloud accounting and BI reporting keep company in the top 100 For the ninth consecutive year, Boyer & Associates has been named one of the top VAR Stars by Bob Scott’s Insights. The prestigious award recognizes 100 mid-market Value-Added Resellers (VARS) of accounting software and is based on distinguishing factors such as growth, industry leadership and recognition and innovation.“Bob Scott is selective and does the research to make sure he’s aware of the best VARs. We are delighted to be selected again. It's an honor,” said owner Jack Boyer.Boyer has long been recognized throughout the Midwest as a leading reseller of Microsoft accounting solutions Dynamics GP, SL and NAV. In 2017, the company added Microsoft’s new cloud-based … [Read more...] about Boyer earns VAR Star status for 2017
Future of Dynamics GP is strong with Boyer
Earlier this year Microsoft released their roadmap for Dynamics GP. As you can see from the above image, the roadmap shows Microsoft’s commitment to maintaining and improving Dynamics GP through 2019 and beyond.But what does “and beyond” look like for GP, especially with cloud-based Dynamics 365 being released?In 2015 Microsoft announced that there were approximately 47,000 installs for Dynamics GP in the United States. Microsoft has continually stated that with so much interest and demand in GP, they will continue to support and maintain the software.We here at Boyer strongly echo that sentiment. We are fully committed to our clients to help them continue to grow with Dynamics GP. We have a dedicated staff of consultants, developers … [Read more...] about Future of Dynamics GP is strong with Boyer
65 local nonprofits worthy of your giving this season
Make every dollar count with your donation “Peace on earth, goodwill to men …”There’s something about this season that brings out the goodwill and generosity in people. If you’re still looking for a place to give for Giving Tuesday or throughout the season, we know dozens of worthy candidates.Boyer & Associates supports accounting software for more than 65 nonprofits in the Twin Cities, and we can testify to their excellent services and commitment to managing their funds wisely. Thanks to their use of Microsoft’s premier accounting products, these organizations know how to make every dollar count.Check out this list of 65 top-notch nonprofit organizations that could further their mission with your generous donation: A Better … [Read more...] about 65 local nonprofits worthy of your giving this season
Plumbline offers special for Dynamics SL
Plumbline Consulting is offering a 20 percent off discount on its full catalog of products through Nov. 3, 2017. The Ohio-based company has been supporting Dynamics SL users for more than 25 years and offers several add-on products for Dynamics SL.Some of their most popular products include one-time vendor, voucher to credit card, credit card import, AP void check, AR collections, 1099 vendor accelerator and more.Plumbline has also created a year-end update package specifically for users of Dynamics SL 2011. Microsoft will no longer be providing year-end updates for SL 2011, so Plumbline has created a fix for users who have not yet upgraded to SL 2015.The package features year-end updates for 1099 forms, electronic filing changes and … [Read more...] about Plumbline offers special for Dynamics SL
Major release of Dynamics SL coming in 2018
The next major release of Microsoft Dynamics SL will debut next year, Microsoft announced. The much-anticipated updated version is expected sometime in the first half of 2018.Microsoft initially planned to announce the news at the annual Dynamics SL User Group (DSLUG) Fall Conference last month, but the conference was postponed until next spring due to hurricane threats.Rather than wait until the rescheduled April 2018 conference to announce the news, Microsoft Dynamics SL Product and Marketing Manager Jeff Suwyn held a webinar version of his planned General Session. During the Oct. 3 webinar, he announced the latest version of SL and revealed a new product roadmap.Few details are available so far regarding Dynamics SL 2018, but we do … [Read more...] about Major release of Dynamics SL coming in 2018
