One of the beautiful things about Dynamics SL is its ability to do so many things well. Many of our clients love the customization capabilities of Dynamics SL and the grids for the data entry screens. Quick Query has become very popular among those that have upgraded to Dynamics SL 2011 here among our Minneapolis or mostly Minnesota-based clients.An additional thing that sets Dynamics SL apart from many mid-market accounting products is its ability to provide strong and well-integrated modules.An example of strong and well integrated modules is as follows: We have a Chicago-based Dynamics SL client that can have 1,000 ship to addresses (and related sales tax-thank you Avalara) for that one line. Dynamics SL can handle this with its … [Read more...] about Dynamics SL and Project Management
Quick Query Video and Quick Query Editor Thoughts
In the Community section of the Dynamics SL site, there is a nice Quick Query video. It is under 8 minutes long but provides much of the training you may not have had time for when you worked through your upgrade from Dynamics SL version 7 to Dynamics SL version 2011.Some of my favorites that are demonstrated here are the ability to attach and view Word documents, as well as images from a simple query. The video also shows how you can link to a Sharepoint site so you don’t have 2 copies of the same document uploaded to two different sites. You can also use Windows Explorer to link your documents to a shared drive by dragging your documents to the attachment screen. You can change the names of the queries to make the views or data … [Read more...] about Quick Query Video and Quick Query Editor Thoughts
Boyer & Associates Named Top VAR to Watch by Accounting Today
After thoroughly examining several cloud-based vendors by attending their training classes, Boyer & Associates decided that focusing on Microsoft Dynamics was clearly the way to go. We thought about “the focus factor” and discussed it internally. The reason I bring this up now is because I believe it is the focus on Microsoft technologies that has helped us reach this point where Microsoft and the media is noticing how much we have improved in a short amount of time.Partners focused mainly on making money on the initial sale have also “diversified” which to Jack Boyer means “diluted” the strength of their consulting teams. There are too many modules for most individual consultants to assist clients competently with more than one … [Read more...] about Boyer & Associates Named Top VAR to Watch by Accounting Today
Dynamics GP Collections Management
When attempting to discuss the value behind upgrading from the Business Essentials (BE) series of modules to the Advanced Management (AM) series of modules, it is often difficult to persuade clients to move up from one to the other. The Business Essentials option after all, offers an incredible array of useful modules such as General Ledger, Payables Management, Receivables Management, Management Reporter for financial statements, bank reconciliation and even the main parts of the distribution series such as sales order processing, inventory and purchase order processing.The project accounting in Dynamics GP is useable but certainly not the best module in Dynamics GP. A client would need to upgrade from BE to AM to get this module. This … [Read more...] about Dynamics GP Collections Management
Dynamics GP Debugging Tool
Customers with more than one company like the ability to create color schemes for each of their companies. With color schemes, they are able to tell with just a glance, which company they are logged into. This can help avoid keying the data into the wrong company. No development work is required. You can see the options and their impact below.For more and better information about this Debugging Tool, please take a look at this additional blog topic for more and better details. The author of this post we are linking to even has knowledge of GPA-the DOS version of Dynamics GP from 20+ years ago. The linked to post has an even more detailed link for those of you that love getting into supporting your GP sites either as a consultant … [Read more...] about Dynamics GP Debugging Tool
Dynamics GP-Displaying Negative Values with SmartList Builder
Have you ever wanted to or needed to display a Sales Order Processing (SOP) report, or any other report created in Smartlist Builder, with a negative amount? In the below example used with the Sales Order Processing module, the user wants return documents to show as negatives and sales to display as positive amounts.It is easy to create a calculated field or set the field options to do that.First, open Smartlist Builder. Second, select the table the column is in Third, and finally highlight that column and click the expansion arrow next to the Display Name. You should see the window below:Select the Negative Values tab. Check the ‘Display as negative based on field’ checkbox. In the Tables drop down list, select a table that … [Read more...] about Dynamics GP-Displaying Negative Values with SmartList Builder
Dynamics GP Event Exceeds Expectations
Earlier this month we held our annual Dynamics GP event for our clients at the new Microsoft Technology Center here in Minneapolis, MN-or Edina, MN to you locals. The event surpassed last year's attendance by 14 people. Last year we had 37 attend and this year we had 51. I’m especially pleased with the turnout since last year clients were eager to upgrade to Dynamics 2010 being that the software had been out for year. This year there were only a few service packs and a feature pack to discuss as new-yet more people attended. We were able to show some of the web renderings of popular screens such as Accounts Payable Transactions-which should be coming with Dynamics GP 2013.Debra Edlund-Lopez added some key thoughts that I will blog about … [Read more...] about Dynamics GP Event Exceeds Expectations
Dynamics SL Event Exceeds Expectations
Yesterday we held our annual Dynamics SL event for our clients at the new Microsoft Technology Center here in Minneapolis, MN-or Edina, MN to you locals. The event surpassed last year's attendance by 6 people. Last year we had 50 attend and this year we had 56. I’m especially pleased with the turnout since last year Microsoft released Dynamics SL 2011 (thank you Captain Obvious), and this year there were only a few service packs and a feature pack to discuss as new-yet more people attended.Debra Edlund-Lopez added some key thoughts that I will blog about next week with regard to Windows 8 as well. Debra has a lot of energy and does a nice job of discussing integration points between Dynamics ERP products and the rest of the Microsoft … [Read more...] about Dynamics SL Event Exceeds Expectations
Dynamics GP Minneapolis, MN Client Event
Each year we hold both a Dynamics GP and Dynamics SL client event, for free, at Microsoft’s offices. Our offices are not large enough to accommodate 60 or so people per session for these events. Clients thoroughly enjoy these sessions as it is a chance for them to discuss configuration options with the many Boyer & Associates Dynamics GP experts.It is also a chance for Dynamics GP users to visit with other clients of ours that have better or different experiences they can learn from. The event is slightly less than a day, there is no airfare or hotel for most, and the ideas they leave with typically give them a sense that we are truly grateful for their business all year.What is unique about this year’s event?1.) This year we have … [Read more...] about Dynamics GP Minneapolis, MN Client Event
Dynamics SL Minneapolis, MN Client Event
Each year we hold both a Dynamics SL and Dynamics GP client event, for free, at Microsoft’s offices. Our offices are not large enough to accommodate 60 or so people per session for these events. Clients thoroughly enjoy these sessions as it is a chance for them to discuss configuration options with the many Boyer & Associates Dynamics SL experts.It is also a chance for them to visit with other clients of ours that have better or different experience they can learn from. The event is slightly less than a day, there is no airfare or hotel for most, and the ideas they leave with typically give them a sense that we are truly grateful for their business all year.What is unique about this year's event?1.) This year we have invited … [Read more...] about Dynamics SL Minneapolis, MN Client Event
