Microsoft Dynamics SL 2015 has a number of nice new features. I am going to highlight two that will make everyone’s reporting processes just a little better -- the addition of “meta” data on reports and the ability to email print previews. Feature #1 - Metadata What is metadata? Metadata is a technical way of saying extra data or additional attributes. The reason that it is important to you is that it allows the tables and columns that are referred to in a report to have “English” descriptions. So instead of looking up fields with a funky description like pjproj.pm_id01, you will now be able to see that field as “Project Type”.Here are a few examples. First, I will show you the project listreport. When you run this report, you are … [Read more...] about Two Report Changes in Dynamics SL 2015 – Metadata and Emailing Print Previews
Boyer & Associates Expands Microsoft Dynamics NAV Consulting Team
Bradley Roberts Joins Boyer & Associates as a Dynamics NAV Consultant January 23, 2015, Minneapolis, MN --- Boyer & Associates (Boyer), a leading Minneapolis-based provider of Microsoft Dynamics ERP business management solutions for mid-sized businesses, announced that Bradley Roberts has joined Boyer & Associates as a Microsoft Dynamics NAV Consultant. With more than 10 years of experience in software consulting and accounting, he will be responsible for providing Microsoft Dynamics NAV implementation services and support for new engagements and existing customers.Roberts has a strong background in financial management, accounting, and ERP consulting and previously worked for Deloitte & Touche, Symbiant Solutions and … [Read more...] about Boyer & Associates Expands Microsoft Dynamics NAV Consulting Team
Management Reporter Tips and Tricks – 25. Logos
This week’s Management Reporter tip for Microsoft Dynamics ERP is on adding logos to your report.Logos – Enhance the professional appearance of your reports by using your company’s logo on the report.Report Definition:Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Additional Text in the Tree. … [Read more...] about Management Reporter Tips and Tricks – 25. Logos
Budget Import for Dynamics SL
Entering budgets into Microsoft Dynamics SL is a bit of a problem. We have developed a system at Boyer & Associates, called Budget Import, which allows the user to import an Excel spreadsheet used to create the budget, avoiding user error in converting or entering the data, and allowing the data to be inserted quickly and easily. It consists of two screens and allows for significant flexibility in how the source file is formatted, while remaining simple to setup.Currently in Dynamics SL, the standard Budget Maintenance screen (01.250.00) only allows you to access a single account and subaccount at a time:That gives you good control over each line in the budget, but consider that a company with 50 accounts (a tiny list) and 4 … [Read more...] about Budget Import for Dynamics SL
My Favorite NAV Help Screen – Entering Criteria in Filters
One of the many features of Microsoft Dynamics NAV is the ability to filter the vast detailed data NAV records. To make the filtering easier, NAV has a sophisticated filtering system that allows you to filter on a single field or a combination of fields to isolate the data required. Many users never become accomplished with this great tool because they don’t understand the options for filtering data within NAV.My favorite NAV help screen addresses this issues. From NAV help, if you search for Entering Criteria in Filters (NAV 2015), a concise screen of filter options and examples is displayed. This help screen is beneficial enough that I have suggested to many of my clients that they print it out, laminate it, and distribute it to their … [Read more...] about My Favorite NAV Help Screen – Entering Criteria in Filters
Management Reporter Tips and Tricks – 24. Report Group Override
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Report Group Override.Report Group Override – When creating Group Reports, there is no need to change each report setting. You have the option to override each report with the group setting.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip on Logos. … [Read more...] about Management Reporter Tips and Tricks – 24. Report Group Override
Management Reporter 2012 CU 11 Released
Microsoft has released the latest Cumulative Update for Management Reporter 2012. The CU11 update contains enhancements around reporting on multiple closing periods, currency translation fixes for Microsoft Dynamics GP, performance improvements, and additional flexibility around company configuration for Microsoft Dynamics GP and Microsoft Dynamics SL.New Management Reporter CU11 features:Ability to select the closing period(s) you wish to include in your report for Microsoft Dynamics AX Currency Translation fixes for Microsoft Dynamics GP Improved performance for integration and report generation Ability to drill into a Total row from within the Web Viewer Companies can be enabled or disabled for reporting within Microsoft … [Read more...] about Management Reporter 2012 CU 11 Released
Management Reporter Tips and Tricks – 23. Alt F1
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Alt F1.Alt F1 – If you don’t have a very large computer screen or you are displaying large font, it can be difficult to see the entire section that you are designing. Use ALT+F1 to gain more design space.Before:After:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Report Group Override. … [Read more...] about Management Reporter Tips and Tricks – 23. Alt F1
Dynamics GP 2015 Service Based Architecture Overview
I recently attended reImagine2014, a Microsoft event directed to GP partners. This event provided a sneak peak at Dynamics GP 2015 for consultants, developers, and sales people. While there are many good features and functionality being delivered in GP 2015, there is one that really stands out in the crowd – Service Based Architecture (SBA).I would love to be able to show you many screen shots of this new feature, but unfortunately, it’s not a feature that has a pretty face to show off. However, it definitely has the ability to change how you use Dynamics GP and potentially how you do your business. My hope is that, by reading this, I can provide you with an overview of SBA, why Microsoft added it to Dynamics GP, and how you could use … [Read more...] about Dynamics GP 2015 Service Based Architecture Overview
Management Reporter Tips and Tricks – 22. Default Report Library
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Default Report Library.Default Report Library – When developing reports, you can change the default library where reports will be generated. This way, you can keep them separated from other reports.To change the default report, go to Tools > Options.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Alt F1. … [Read more...] about Management Reporter Tips and Tricks – 22. Default Report Library
