In an ERP system, actual numbers are usually preferred. However, there are times when the information is better presented in a graphical format. Microsoft Dynamics NAV 2013 has a number of graphs that are available within the Role Tailored Client, but most users don’t realize they can create additional graphs.In the Search box, located in the upper right corner of the menu screen, enter Generic Charts and then choose the link. This will take you to Departments / Administrator / Application Setup / RoleTailored Client / Generic Charts. The screen below is an example of the available charts with NAV 2013.There are over 45 predefined charts that come with NAV 2013, but what if the chart you want is not available? NAV 2013 allow you to … [Read more...] about Charting your Data with Microsoft Dynamics NAV 2013
Review of Microsoft Dynamics SL
An organization named TrustRadius asked me to review Microsoft Dynamics SL from a user’s perspective. I don’t know how they knew that we use Dynamics SL, or if they know that we have 200 Dynamics GP clients either. Boyer & Associates has a Dynamics SL practice with roughly the same number of users as GP, as well as a new Dynamics NAV practice that is only 3 months old with 5 clients. My expectation was that the group would not think I am objective enough to review their product being that we resell it. I was delighted to see that they published my review. Having used the product for 20 years, I was able to provide a different viewpoint, and it was enjoyable to be asked so many challenging and interesting questions.Here is the link to … [Read more...] about Review of Microsoft Dynamics SL
Renaming Records in Microsoft Dynamics NAV
One of the more interesting features of Microsoft Dynamics NAV is the ability to rename a record. Within NAV, you can rename a Customer, a Vendor, an Item – almost anything. NAV will go through the entire database and rename the record everywhere it is found.Renaming a Customer or Item will change all open and historical records to reflect the new number for the record. This feature can be valuable in many situations. One situation that comes to mind is where clients have used intelligent customer numbers, putting their customers in alphabetic order, only to have a customer change their name. (I want to state here that I always recommend against intelligent numbering schemes, but sometimes clients don’t listen to me.)To rename a record, … [Read more...] about Renaming Records in Microsoft Dynamics NAV
Unlimited Report Formats in Dynamics SL 2015
About every three years, a new version of Microsoft Dynamics SL is released. The next one is scheduled for 2015, and Microsoft is educating us about the new enhancements.In Dynamics SL 2015, there will be unlimited report formats. In previous versions, you were limited to eight. Now, in Report Control, there is no restriction.This is a report writer’s dream come true!To stay up-to-date on other Dynamics SL 2015 enhancements, and to learn additional tips and tricks regarding Dynamics products, visit our blog. … [Read more...] about Unlimited Report Formats in Dynamics SL 2015
Boyer & Associates Named to 2014 Bob Scott’s Insights Top 100 VARs for the Fifth Year
We are delighted to announce that Boyer & Associates has been selected as a member of Bob Scott’s Insights Top 100 VARs for 2014. The Top 100 resellers are chosen from organizations specializing in the sale, implementation and support of Enterprise Resource Planning (ERP) and accounting software.This is the fifth time Boyer & Associates was named to the list. “We are extremely pleased to once again receive the important distinction of being named a Top VAR for 2014,” said Jack Boyer, president of Boyer & Associates. “It’s an honor to be recognized as one of the outstanding Microsoft Dynamics ERP resellers and service providers.”The selection of VARs is based on annual revenue generated by each reseller. Boyer & … [Read more...] about Boyer & Associates Named to 2014 Bob Scott’s Insights Top 100 VARs for the Fifth Year
Provide Feedback with Microsoft Connect
Ever wish you could help shape the future of your Microsoft Dynamics ERP Product? Well, you can! Microsoft Connect is a place for you to submit bugs and suggestions for Microsoft products which will be considered for addressing in a future release.Since July 2005, millions of users have joined Microsoft Connect, a site created to improve the quality and impact the direction of future releases of Microsoft products through customer feedback. To date, more than 90,000 defects have been fixed and more than 7,000 ideas have been implemented in Microsoft products!Some of the things you can do in this website are:Find Microsoft products that are currently accepting feedback from the community Participate in feedback programs managed … [Read more...] about Provide Feedback with Microsoft Connect
Microsoft Dynamics NAV Rules-Based Configurators
There are a number of Rules-Based Configurators available for Microsoft Dynamics NAV. These products are offered by NAV ISVs and range in functionality from simple to complex, with costs as varied. For many companies, a NAV Rules-Based Configurator is the tool that allows for the most efficient quoting, ordering, and producing of products with multiple options. A good example of a standard Rules-Based Configurator client would be an equipment manufacturer who has a standard model of their product that they modify and build to the customer’s specifications. In this case, a Rules-Based Configurator can reduce the time to estimate and quote the product while increasing the accuracy of the quote by eliminating possible oversights and wrong … [Read more...] about Microsoft Dynamics NAV Rules-Based Configurators
Management Reporter Balance Sheet Tips
Most of you already have a balance sheet that you are using for your monthly reports. The typical process is a combination of running a report in Management Reporter and then exporting to excel to make formatting adjustments or to correct the dollar amounts so they balance. Below are some tips to avoid having to export to excel to achieve a completed report straight from Management Reporter.1. Separating Your Report onto Two Pages: Balance sheet reports are a good example where you would want to separate the Assets section from the Liabilities and Equity section. To do this, enter the “PAGE” function in the Format Code section of the row definition just above where you would want to start the new page of the report. 2. … [Read more...] about Management Reporter Balance Sheet Tips
What’s Coming in Dynamics SL 2015
As we mentioned in our April 2014 Dynamics SL newsletter, it has been announced that the next major version of Microsoft Dynamics SL will be released in the second half of 2014. Here are some highlights of what you can expect in Dynamics SL 2015:System Improvements:Quick Query enhancements • Export to Excel with the ability to auto-refresh from the Excel workbook • Export to Excel with pivot tables • Quick Query via browser through web app Sign On enhancements • User will only see companies to pick from that she has access to Possible Values Lookup changes • F3 lookups will have the ability to use quick queries as the basis for their lookup, with search capabilities Reporting enhancements • Email capabilities … [Read more...] about What’s Coming in Dynamics SL 2015
Email Capabilities Coming Back in Dynamics SL 2015
About every three years, a new version of Microsoft Dynamics SL is released. The next one is scheduled for 2015, and Microsoft has started telling us about the changes we will see.We are thrilled to let you know that the email capabilities from the report preview screens (ROI) is one of the changes. This feature was part of Dynamics SL in many older versions and got taken out in Dynamics SL 2011. In SL 2015, it is coming back!This has been done by creating a new email icon that now appears on the Crystal reports when you preview them (see image below). Users can define the file name and the file type, and then have it attached to an email.This is something wonderful to look forward to in Dynamics SL.For additional tips and … [Read more...] about Email Capabilities Coming Back in Dynamics SL 2015
