Boyer & Associates’ fast-growing CRM team has yet another new face: former Microsoft rep and experienced consultant Josh Herscheid joined the team in February.A small-town Nebraska native with a passion for helping small businesses succeed, Herscheid always knew he wanted to be in business. While he was growing up, his parents owned a small business and taught him the value of hard work and entrepreneurship. “I’m a very entrepreneurial person. I’ve always been very fascinated by startups and helping companies grow with new technology,” he said. “Being in at the ground level of a new practice is a perfect fit for me.”His passion for business and technology drove him to get a bachelor’s degree in business and economics from the … [Read more...] about CRM team expands with new Customer Success Director
How to Process AP Payments in Business Central
Today we will go through step-by-step guides and offer tips on how to process AP payments in Microsoft Dynamics 365 Business Central. We will look at a traditional check run, printing and voiding checks, unapplying a vendor ledger entry and reversing a journal posting.How to do a Traditional Check Run using Suggest Vendor PaymentsType “payment journal” in the main search bar.Select the Batch name. (example: PMT REG). We recommend that you have a separate batch set up for your check run. Creating a batch allows you to create a work space while you are working.On the ribbon, click “Suggest Vendor Payments.”IMPORTANT: It is important to understand the following:Summarize Per Vendor on the Suggest Vendor Payments dialogue … [Read more...] about How to Process AP Payments in Business Central
Dataverse makes data management manageable
What is Microsoft Dataverse anyway — and why should I care? That’s a question we get a lot. While Microsoft offers a great technical definition of Dataverse, it struggles to explain the value that Dataverse brings to organizations that are looking to solve problems with technology. Technically, Dataverse is a database in the cloud. What sets it apart from SQL Server running in Azure is that Dataverse brings additional capabilities that a plain SQL database will not have. For example, Dataverse includes the following features:Complex role-based securityPre-defined metadata to reflect common types of data you might storeNative tie-ins to Microsoft Power Platform and Microsoft Dynamics 365Ability to build business rules for your … [Read more...] about Dataverse makes data management manageable
Microsoft CRM expert brings design expertise
Matt Fleming joins Boyer as Solution Architect for new Microsoft CRM & Power Platform practiceBoyer & Associates is pleased to welcome Matt Fleming to our team. Fleming has eight years of experience in the CRM industry and will serve as the company’s solution architect for its new Microsoft CRM & Power Platform practice.Fleming landed his first job sort of by mistake. He had applied for a computer support internship at Minneapolis’ firm PowerObjects. When he arrived for his first day in January 2013, his new boss left for several minutes and then came back to get him started. It wasn’t until six months later that his boss explained the minor delay — They thought they had hired an entirely different person! They ended up … [Read more...] about Microsoft CRM expert brings design expertise
Microsoft CRM wizard joins Boyer’s team
Merlin Schwaiger recently joined Boyer as a partner for the company’s Power Platform/CRM practice. Schwaiger adds 16 years of Microsoft CRM experience to Boyer’s well-established ERP business.Schwaiger received his bachelor’s degree in computer science from Macalester College. After a year or two of doing general IT work at Warner Connect, he decided to specialize. On a whim, he chose to focus on Microsoft CRM 1.2. He spent the next 16 years as a Dynamics CRM specialist, first at Warner Connect, then at OTT and more recently at PowerObjects.“Looking back on the decision to jump into CRM — Talk about just randomly making a choice to get involved in software that subsequently exploded,” Schwaiger said. When he started working on the CRM … [Read more...] about Microsoft CRM wizard joins Boyer’s team
Microsoft Power Apps: A Game Changer for Mid-Sized Companies
For the last 15 years, I've been a CRM guy. Specifically, I’ve worked with Microsoft CRM (MBS CRM to Dynamics CRM to Dynamics 365 CE). During that period of time, I've often told people that I look for spreadsheets so that I can kill them. Businesses love to manage processes, maintain data, and build reports in Microsoft Excel spreadsheets. And why not? It's easy to do, fast and simple to set up, and when you need a solution TODAY to track incoming leads, Excel is the first place most people turn. The problems with Excel don't show up until weeks, months, or sometimes years later. Common problems include when more than one person needs to see the data tracked, or you need to be able to understand trends, or the spreadsheet keeps … [Read more...] about Microsoft Power Apps: A Game Changer for Mid-Sized Companies
Boyer announces new VP of CRM practice
Microsoft releases Year-End Updates for Dynamics
The payroll tax update for Microsoft Dynamics GP and the cumulative year-end update for Microsoft Dynamics SL have officially been released. See below for details.Dynamics GP 2020 Year-End UpdateThe U.S. Payroll Tax Update for Dynamics GP is now available. This latest update includes 2021 federal tax changes, a new FICA Social Security Wage Limit of $142,800 and statewide changes in the following states: ArkansasIowaKentuckyMaineMinnesotaMississippiMissouriNorth DakotaSouth CarolinaUsers must be on a supported version (2016 or above) of Dynamics GP in order to install the latest tax update. To download the tax table update file, log into CustomerSource.If you have questions or need assistance applying the update, contact … [Read more...] about Microsoft releases Year-End Updates for Dynamics
Connect your data with a versatile suite of Microsoft tools
Connect your data with Microsoft toolsBoyer debuts Power Platform and CRM practiceBoyer & Associates is proud to announce a new Microsoft Power Platform/CRM practice. A Microsoft gold-certified partner, the Minneapolis-based company has focused almost exclusively on ERP solutions since its debut in 1994. As of December 2020, we are expanding our solutions to include Microsoft’s Power Platform and Dynamics 365 CE (CRM).Boyer has joined forces with industry experts Lee Witkop, Merlin Schwaiger and Matt Fleming to head up the new practice. Witkop is the practice’s vice president and has a background in both consulting and sales. Partner Schwaiger has 17 years of experience in the industry, specifically … [Read more...] about Connect your data with a versatile suite of Microsoft tools
Cloud ERP team gains another consultant
Boyer & Associates’ consulting team for Microsoft Dynamics 365 Business Central continues to grow. We are pleased to announce the addition of Sue Laux-Maede as our newest senior consultant for the cloud ERP solution.Laux-Maede has worked as an ERP consultant for most of her career. She earned her accounting degree from Illinois State University but quickly switched to consulting after working on an early implementation of Solomon (now Dynamics SL) software for her employer at the time, Feldkamp Malloy.“I really gravitated more toward the implementation and consulting side,” she said. “I definitely did not like being an accountant. I’m very much a people person. I’d rather be out interacting with people.”As a consultant, she enjoys … [Read more...] about Cloud ERP team gains another consultant
