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: Steps 1 & 2
Dynamics SL Tip on ROI ‘Between’ Function
For those of you who use Dynamics SL at a fairly technical level, you are probably familiar with the terms ROI and PV. ROI stands for Report Operations Interpreter and is simply the screen you see immediately prior to running any Dynamics SL Crystal Report. The purpose of the screen is to filter or group the report the way you want it to show at run time.It can be difficult to remember how to run all the different operators in the Dynamics SL ROI screen. Below is a tip in version 2015 that makes doing a “between” function easy.On the Select tab of an ROI screen, choose your field. For this example, let’s say the field is Account. Then choose your Operator of Between and do a PV on the Value field. PV stands for Possible Values and is … [Read more...] about Dynamics SL Tip on ROI ‘Between’ Function
Use NAV RapidStart to Make Mass Updates
“There has to be a better way to do this,” you say, frustrated with the tediousness of manually entering the same data again and again. It would be much more convenient to make a large number of changes to multiple records in a more automatic way. Fortunately, Microsoft Dynamics NAV has such a mass update and mass add tool in one place called RapidStart Services.This is the first in a series of blog posts to help you get started with RapidStart in NAV. With RapidStart, you can add several new records at once or update existing records quickly. However, because of data dependencies, you cannot mass archive/delete records.Before we go further, remember that the first rule with mass updating of data is “do no harm.” RapidStart is a very … [Read more...] about Use NAV RapidStart to Make Mass Updates
Why BI360 Is a Great Nonprofit Budgeting Tool
Budgeting is a key activity for nonprofits. To address this need among our large nonprofit client base here in the Twin Cities of Minneapolis and St. Paul, Boyer & Associates has done a number of things over the years.Most recently we added BI360 as a budgeting, reporting and planning tool earlier this year. We did the research and learned that BI360 already works with our three existing products and has the option to stay in Excel or publish reports to an easy portal that works well on phones and tablets.These are the Top Ten things nonprofits like the most about BI360’s budgeting features:Your budgeting administrator can tell your budgeters exactly what to do and when. There’s no more chasing down multiple spreadsheets and … [Read more...] about Why BI360 Is a Great Nonprofit Budgeting Tool
Microsoft Releases Dynamics GP 2016
The latest version of Microsoft Dynamics GP was officially released on May 1. The highly anticipated 2016 version is now available as an upgrade or to new customers.An ERP accounting software for mid-sized businesses, Dynamics GP has more than 47,000 customers in the U.S. This latest version includes the following new features:HTML5 browser with multi-device support for Web Client Key additions to the All-in-One Document viewers ODATA service for Power BI New service-based architecture entities More than 35 new functionality featuresTo learn more about GP 2016, check out the GP Dynamics Community Blog.Boyer & Associates will also discuss the features of this latest version of GP at our free client event on June 7. … [Read more...] about Microsoft Releases Dynamics GP 2016
Boyer Partner Hosting May Sales Tax Webinar
The only thing constant in sales tax is change. Both the federal and state governments frequently change the laws regarding sales tax, requiring companies to comply with new rules. Learn what’s new in the world of sales tax and how it affects you.Boyer partner Avalara will host a free webinar at 1 p.m. (CT) on Wednesday, May 25. Titled Update on Amazon Laws and Federal Tax Rules, this one-hour webinar features sales tax expert Sylvia Dion, who will discuss the following topics:New state sales tax initiatives that affect Ecommerce transactions The latest status of the Marketplace Fairness Act proposed in the U.S. Congress Breakdown of changes to Amazon LawsRegister today. … [Read more...] about Boyer Partner Hosting May Sales Tax Webinar
Dynamics SL Quick Fix For Tab Key Problems
Users of Dynamics SL sometimes have a difficult time remembering to use the tab key to move to the next field during data entry in the input screens.A fix to this is a somewhat hidden option. In the tools menu item there is an option to use the enter key to move from one field to the next. Turning on this preference is a simple process as shown below:1. From the main menu of Dynamics SL there is a button in the top right hand corner, Tools. Click on Tools and select Options.2. Select the below option and click OK.This is a user specific option so each user will have the ability to select their preference. This can also be helpful for new employees who are not familiar with Dynamics SL and are used to hitting enter to move to the … [Read more...] about Dynamics SL Quick Fix For Tab Key Problems
‘Madeira’ Unveiled to be SaaS Cloud Version of NAV
As a loyal Microsoft partner, Boyer & Associates was excited to hear the company’s recent announcement regarding Project Madeira, a reinvented accounting or ERP solution for small and midsized businesses. Project Madeira connects with tools in Office 365 to manage finances and streamline operations. This Software as a Service will be running on Microsoft Azure and is scheduled to become generally available in the U.S. during the second half of 2016.We applaud Microsoft’s choice to build this new product on the NAV platform as we see this as the best choice technically and the most error-free platform. It will also be much easier for us to become very good at this new SaaS offering since we’ve already made a big investment in NAV.I … [Read more...] about ‘Madeira’ Unveiled to be SaaS Cloud Version of NAV
Four Great Reasons to Keep Using Dynamics SL
Since I worked at Solomon Software for nine years, readers might assume that I continue to push this product out of a sense of nostalgia or loyalty. While I consider myself a loyal person, that is not my reason for sticking with what is now called Dynamics SL. Here are four great reasons for our firm’s continued support and passionate embrace of this platform: 1. Our Clients Still Love SL Boyer & Associates currently supports a $1 billion pork producer, a $300 million marketing agency and a $100 million franchise of one of the largest moving companies in the country. All of these firms have been SL clients for a long time. All of them have substantial customizations that upgrade without a lot of pain outside of routine testing. We offer … [Read more...] about Four Great Reasons to Keep Using Dynamics SL
Dynamics Offers Nonprofits Power of Choice
Most people who are searching for nonprofit accounting software want to see a few solutions, get strong references and if possible buy the solution that someone they trust is already using and liking. Boyer & Associates has three strong Microsoft ERP solutions that hundreds of nonprofits throughout the Twin Cities use. Which one would work best for you depends on the type of organization you run. Arts Organizations, Foundations Tout GP’s Easy Integration Many of our clients in the Arts find Dynamics GP a strong candidate. Many of these organizations are looking for software to integrate in a proven and seamless way with either a point of sale or a fundraising package. Simple grant management can be done in Dynamics GP and some of the … [Read more...] about Dynamics Offers Nonprofits Power of Choice
