Carmen Dorr Joins Boyer & Associates as a Dynamics GP and NAV Consultant April 30, 2015, Minneapolis, MN --- Boyer & Associates (Boyer), a leading Minneapolis-based provider of Microsoft Dynamics ERP business management solutions for mid-sized businesses, announced that Carmen Dorr has joined Boyer & Associates as a Microsoft Dynamics GP and NAV Consultant. With more than 10 years of experience in accounting and software implementation, she will be responsible for providing Microsoft Dynamics GP and NAV implementation services and support for new engagements and existing customers.Dorr has a strong background in financial management, accounting, and ERP systems and previously worked for Faribault Woolen Mill and Mom Brands … [Read more...] about Boyer & Associates Expands Microsoft Dynamics GP and NAV Consulting Team
Management Reporter Tips and Tricks – 37. MR Version
This week’s Management Reporter tip for Microsoft Dynamics ERP is on finding out which MR Version you are currently running.If you are wondering what version of MR you are running, you can find it easily by clicking on the Help tab and going to the “About Management Reporter” option.The version you're currently on will be listed as illustrated below.Later versions of MR contain enhanced features like default reports, web viewer enhancements, and any bugs that may have been discovered in the programming. Staying current will ensure you are get the most out of the software.This tip, and many more, are covered in our Management Reporter training classes held at Boyer & Associates. If you have questions regarding your Management … [Read more...] about Management Reporter Tips and Tricks – 37. MR Version
Professional Services Tools Library (PSTL) Installation Instructions for Dynamics GP
Today, I am going to show you how to install the Professional Services Tool Library (PSTL) for Microsoft Dynamics GP and how to launch it. However, please note that the tools in this package can only be used by the System Administrator (SA) user. You will have to be logged into Dynamics GP as the SA user to complete the steps below. To install the Professional Services Tools Library (PSTL):Navigate to the Windows Control Panel – Programs and Features. Select “Microsoft Dynamics GP” and click the “Change” button above. Click the “Add/Remove Features” button. Scroll down to the “Professional Services Tools Library.” Click on the red “x,” select “Run from My Computer” and the red “x” will disappear. Click the “Next” button … [Read more...] about Professional Services Tools Library (PSTL) Installation Instructions for Dynamics GP
Boyer & Associates to Host “Top 5 Reasons to Upgrade to Microsoft Dynamics GP 2015” Webinar on April 14, 2015
Boyer & Associates to Host Webinar for Organizations Looking to Upgrade or Purchase Dynamics GP 2015 April 10, 2015 - Minneapolis, MN --- Boyer & Associates, a Minneapolis-based provider of Microsoft business management solutions, will be hosting a webinar, “Top 5 Reasons to Upgrade to Microsoft Dynamics GP 2015,” on April 14 from 10:00 a.m. – 10:30 a.m. CT.Boyer’s Dynamics GP Practice Manager, Erik Vigesaa, will discuss the new features and why upgrading might make sense for your organization. He will cover the top 5 new enhancements, including:Self-Service User CAL – A lower-cost self-service user type for users only needing light functionality within GP. The self-service user CAL is a named user applied per individual. … [Read more...] about Boyer & Associates to Host “Top 5 Reasons to Upgrade to Microsoft Dynamics GP 2015” Webinar on April 14, 2015
Management Reporter Tips and Tricks – 36. Currency Symbols
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Currency Symbols.Currency Symbols – The Report Definition has an option to display the currency symbol on the first row. Simply type CS in the Print Control field. If other rows need a currency symbol, you can adjust the Row Definition as well.Row Definition:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – MR Version. … [Read more...] about Management Reporter Tips and Tricks – 36. Currency Symbols
Microsoft CustomerSource Access
If you cannot get access to Microsoft CustomerSource or you are struggling with the initial setup process, don't worry – you are not alone! Although the Microsoft CustomerSource invitation email is totally accurate, it can be tricky to decipher. For a customer eager to get started learning about their brand new ERP system, this can be a frustrating experience.The primary confusion found with the Microsoft invitation email is that the critical steps are not particularly clear, and the URL links provided are not listed in the order most users will need to use them. I have put together clearer instructions that you access in the link below. Please note that the instructions are intentionally simplified – that is, they are not intended to be … [Read more...] about Microsoft CustomerSource Access
Management Reporter Tips and Tricks – 35. Sort by Natural
This week’s Management Reporter tip for Microsoft Dynamics ERP is on being able to have your drilldown Sort by Natural account.Sort by Natural – When drilling into rows that contain multiple GL accounts, you can have the list sorted by your natural account. This can be found in the Report Definition → Settings tab → Other button → Account & Transaction Detail tab → check “Sort by natural or main segment.”This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Currency Symbols. … [Read more...] about Management Reporter Tips and Tricks – 35. Sort by Natural
Error Emailing Documents in Microsoft Dynamics GP 2010
The new functionality delivered with Microsoft Dynamics GP 2010 to email documents to your customers and vendors has been very popular. The System Users Guide and several blog sites have done a good job of outlining the steps necessary to setup this functionality. However, I have run into a bug in at least one version of GP 2010 R2 (11.00.1914) that does not allow for emailing of documents.Despite following all the proper steps, you will get this error: “You must assign the selected message to the appropriate document type or to All as the series”.We have confirmed this bug with Microsoft (quality issue – PS 63319).In our client’s case, the Doc Type of Sales Invoice got saved incorrectly in the SY04901 table. The client was trying … [Read more...] about Error Emailing Documents in Microsoft Dynamics GP 2010
New Service and Support Plan Names for Microsoft Dynamics
Microsoft Dynamics is changing the names of their Service and Support plans starting April 1, 2015. They will be removing “Business Ready" from each of the plan names.The updated plan names are:Enhancement Plan Advantage Plan Advantage Plus PlanPrior to April 1, 2015, customer quotes will have the “Business Ready” in the plan name. This change is in the name only and there are no changes to the valued benefits from Microsoft.To learn more about the plan you are currently on, click on the name above. If you are unsure of your plan, you can reference the Microsoft Dynamics Service Plan Benefits Quick Start Guide.For additional news and tips and tricks regarding Microsoft Dynamics ERP products, subscribe to our blog. … [Read more...] about New Service and Support Plan Names for Microsoft Dynamics
Management Reporter Tips and Tricks – 34. Box Format
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Box Format.Box Format – Use the box format to draw more attention to specific areas of your report.Row Definition:Result:To learn more about using the Box Format to add boxes around columns in Management Reporter, click here.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Sort by Natural. … [Read more...] about Management Reporter Tips and Tricks – 34. Box Format
