Jack Boyer: Erik, you’ve done support with Microsoft when you lived in Fargo and now you’ve been consulting on Dynamics GP for 10 years. What to you are the most exciting improvements you’ve seen over the past 2 version Dynamics GP 2010 and Dynamics GP Version 10?Erik Vigesaa: I would say the word templates in GP 2010 is one feature I can see most users benefiting from. The ability to auto email PO’s and Invoices as a PDF right from GP is a great new feature. GP 2010 R2 also added some nice mail merge functionality to make the email subject and body more personal for the recipient of the email.Workflow is another area that I like. In GP 2010 the Action Steps are a nice addition. Now you can have users validate that a report has … [Read more...] about Dynamics GP Most Valuable Improvements-from an Expert
Using CustomerSource to Help Dynamics GP Clients Help Themselves
Carol Simonson is Office Manager at Boyer & Associates-a Minneapolis-based Dynamics GP and Dynamics SL Value Added Reseller. Carol manages 225 active client enhancement plans and assists clients in a variety of ways. Carol is always eager to help people better able to help themselves through sharing information and serving clients.One of the things that Carol likes to do for clients is teach them how and why to get better acquainted with the CustomerSource tool that is part of a Dynamics GP maintenance plan.Jack Boyer: Carol, you made sure that our Boyer & Associates newsletter included a whole section on how to use CustomerSource. I’ve heard you tell people very eagerly that you can help them get access to … [Read more...] about Using CustomerSource to Help Dynamics GP Clients Help Themselves
Dynamics SL Top 10 Tips: An Interview with Timothy Jones, Technical Services Director
Tim, you’ve worked with Dynamics SL users as a consultant, as a trainer, as a business analyst, and as a developer. You’ve done phone support, email support, and remote tool support. If anyone has 10 tips to share with the average firm using Dynamics SL-it has to be you. …so what are your Top 10 tips?Thanks Jack. I have worked with the product since it was originally brought to the Windows platform (many years back). Microsoft has continued to invest in the product to make it easier to use and to integrate very seamlessly into their other product families such as the Microsoft Office business application suite, Microsoft’s CRM product and their backend server products (SharePoint, SQL Server). There are many tips out on the web for both … [Read more...] about Dynamics SL Top 10 Tips: An Interview with Timothy Jones, Technical Services Director
Dynamics GP Developer Sue Matter Interviewed
MSDynamicsWorld.com, the independent authority for news and views on all things Dynamics, posted an interview that I did with Sue Matter. Sue is a talented and focused developer that has learned many GP-related tools in a short period of time. She discusses some of her Dynamics GP projects and clients.Please read her interview athttp://msdynamicsworld.com/story/voice-field-extending-microsoft-dynamics-gp-right-tools-and-careful-choices. … [Read more...] about Dynamics GP Developer Sue Matter Interviewed
Making Salestax less Taxing
Avalara, the national web service, that maintains state, county, and local salestaxes by taxing jurisdiction, is working on a maps technology that will make automating salestax even more accurate.Currently sales tax services do their salestax computations by zip code. This method is typically only 95% accurate. The challenge becomes when clients are paying for a web service for each transaction, their expectation is complete accuracy-almost 100%.It is embarrassing and frustrating to have a client tell you you charged them the wrong sales tax after you’ve taken the step of ensuring your taxes are correct by paying for a web service to automatically check, compute and insert proper salestax records into your sales … [Read more...] about Making Salestax less Taxing
Dynamics GP Key Interview Plans
Carol Simonson: You clearly like this idea of interviewing other people for your Dynamics GP posts now. Why are you doing this?Jack Boyer: I’m doing this because it occurred to me that my thoughts and ideas, while fascinating to me and my kids (ok I’m lying about the kids) are only so interesting due to my limited experience as mainly a sales and marketing professional and business owner.I’m also interviewing people because it allows me to learn more. One of the nice things about blogging is that you need to come up with research, create, or in this case borrow thoughts on a pretty much daily basis. This allows you to learn a lot of new things. I thought to myself if I could not only learn new things but get introduced to people … [Read more...] about Dynamics GP Key Interview Plans
Dynamics SL Key Interview Plans
Carol Simonson: You seem to have caught on to this idea of interviewing other people for your Dynamics SL posts now. Why are you doing this?Jack Boyer: I’m doing this because it occurred to me that my thoughts and ideas are only so interesting due to my limited experience as mainly a sales and marketing professional and business owner.I’m also doing it because it allows me to learn more. One of the nice things about blogging is that you need to come up with-research, create, or in this case borrow thoughts on a pretty much daily basis. This allows you to learn a lot of new things. I thought to myself if I could not only learn new things but get introduced to people I admire and/or know but want to know more about their ideas-an … [Read more...] about Dynamics SL Key Interview Plans
Dynamics SL Veteran Consultant on SL in the Cloud An Interview with Kurt Bradley
Kurt Bradley has been a friend of mine since the late 80’s. His business, Bradley Consulting, was one of my accounts as a Solomon Software Regional Manager. Kurt worked and lived in Houston at the time and still does.Kurt has a Bachelor’s degree from the University of Michigan and an MBA from Boston University. He worked for years as a financial analyst and corporate planner at Fortune 500 firms before tiring of corporate life and starting an accounting software consulting practice. Kurt really knows Dynamics SL.Jack Boyer: Kurt you were speaking to me about a client of yours that used an old, unsupported version of Dynamics SL with a maintenance plan that expired in 2006. You mentioned that there seemed to be little hope for them … [Read more...] about Dynamics SL Veteran Consultant on SL in the Cloud An Interview with Kurt Bradley
Interview with Dynamics SL Practice Manager Jon Augdahl on Dynamics SL 2011
Jack Boyer introduction: Jon Augdahl has been a key person for us for the past 7 years. Jon came to us as a senior consultant and is now our Dynamics SL Practice Manager. Jon focused on project-centric businesses in the past as a controller for a construction firm and then as an implementer of Timberline.In addition to Timberline, Jon has implemented project-related modules using Dynamics SL, Dynamics GP, and Epicor.Jack Boyer: Jon, why do you like Dynamics SL so much compared to the other project modules you’ve implemented in your career?Jon Augdahl: There are a lot of things that I really like about Dynamics SL. Here are a few:1. You are able to enter a transaction that is project related in every transaction screen. That means … [Read more...] about Interview with Dynamics SL Practice Manager Jon Augdahl on Dynamics SL 2011
AP Automation
Dynamics SL is known for its Multi-Company and Project Accounting capabilities. Dynamics GP is known for its strong financial modules and integration tools.Still the fact is that many of our clients on both sides simply buy and use General Ledger, FRx or Management Reporter for Financial Statement creation, and then Accounts Payable. Many add Accounts Payable EFT to get out of the writing checks tedium, but still…more than half of our clients on both sides are using these Microsoft products for their financial capabilities, not their distribution or project capabilities.Which begs the question…”What about AP Automation?” Isn’t there more we can do to eliminate the effort involved in having someone key in invoices for us to pay when … [Read more...] about AP Automation
