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
‘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
Budgeting Vs. Forecasting For Better Business
Every finance professional knows the importance of budgeting. A company can thrive or dive based on its ability to handle resources wisely. Recently, I’ve heard the term “forecasting” a lot. At first glance, one might dismiss it simply as a synonym for budgeting, but in reality the two represent very different ways of approaching your company’s financial welfare. Let’s take a closer look.Budgeting is a detailed, comprehensive look at how management envisions the business will perform in terms of results, financial positioning and cash flows for a specific period of time. Budgets are typically updated once a year, though managers might take remedial steps along the way to bring actual results back on track with the projected … [Read more...] about Budgeting Vs. Forecasting For Better Business
Exporting Dynamics Management Reporter Reports to XPS
What is XPS? XPS was designed as a replacement for the Enhanced Metafile (.EMF) format. It is similar to a .PDF file, but is based on XML instead of the PostScript language. ProsIt is an electronic document that can’t be changed, true paperless document. The XPS viewer is usually installed on all newer windows operating systems.ConsThere is no security around the information exported or who gets the report. The user is unable to drill into the details of the data.Improvements The ability to add comments directly to the report and have them show up on the export is a very nice feature that MR added over FRx. XPS – MR Viewer This method is similar to printing with a couple of differences. The first difference is that on the … [Read more...] about Exporting Dynamics Management Reporter Reports to XPS
Generating and Sharing Management Reporter Reports to UNC Locations
ProsThere are no files to distribute to the users Allows the users to select different versions of the report, such as the previous month.ConsThe user is not always aware of when the reports have been updated for the month. The link may have a different name but it always opens the current version.Improvements You don’t accidentally write over the previous months report, requiring you to recreate it. Generating Reports On the Output and Distribution tab in the Report definition select the Generate to Multiple library locations. Then select the Library location where the file will be generated to and then on the right hand side browse to the UNC path where a short cut will be placed for the report or click add and manually … [Read more...] about Generating and Sharing Management Reporter Reports to UNC Locations
Generating and Sharing Management Reporter Reports to SharePoint
ProsThe users can be notified when the report is updated. Allows users not logged into the network to view the reports.ConsMay require additional software and costs. The link may have a different name but it always opens the current version.Improvements This feature was not available with FRx. Generating Reports The first step is to configure Share Point to allow Management Reporter to generate reports. You will need to log into the server, open services, scroll to the MR Process Service and right click to go to properties to find the user id that generates the reports for MR. Now go to the SharePoint folder where the reports will be generated to and go to the library settings.Sharing Reports Now go to … [Read more...] about Generating and Sharing Management Reporter Reports to SharePoint
