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
Easier Sales Order entry in Dynamics GP
When we compare our Dynamics GP product to our Dynamics SL product, we find the following to be true.1. Dynamics GP is easier to set up and get going quickly.2. Dynamics SL is more fully featured.SalesPad, a distribution add-on helps bridge the gap between ease of use and being fully featured. People entering sales orders in SalesPad have a much easier time getting their orders in while at the same time having better features than the Sales Order Processing (SOP) and Purchase Order Processing (POP) modules offered by Dynamics GP.In the Sales Order screen within SalesPad you cansee the whole ship to address and easily change that Ship To address. rearrange fields yourself as a user so that the fields are in the order … [Read more...] about Easier Sales Order entry in Dynamics GP
Sharing Business Portal Queries
Why would anyone need a Business Portal query when they have Quick Query on the Dynamics SL side and Smartlists on the Dynamics GP side?BP queries can be accessed with a $200 user via a Light User license. To use either Quick Query or Smartlists, you need a full user which could cost you $2250 for a Business Essentials user or $3980 for an Advanced Management user.Our environments specialist put together this document below for our team to facilitate sharing a nice Business Portal query that someone invested good time into but wants to share it across the organization to get more value for the Microsoft Dynamics’ using organization. Purpose: To share a query in your My Queries folder with other Business Portal users by moving them to a … [Read more...] about Sharing Business Portal Queries
A Better Way to Show Discounts on Quotes
We have a client here in the Twin Cities, MN, USA that resells door hardware mostly to schools. Before using Dynamics GP, this client was going through challenging quote gymnastics each time they did a quote.They were challenged when they would not discount the quote for the client, and they were challenged internally, with a lot more work and setting future unwanted expectations, when they would offer a discount.Because they did not want the client to see the word “Discount” on the quote-thereby encouraging each client to ask for a discount each time something was quoted, they went through the difficult process of effectively discounting each line item so that the quote itself did not show the word “discount” at the bottom-but footed … [Read more...] about A Better Way to Show Discounts on Quotes
