Minneapolis-based Microsoft partner announces leadership transition for 2024Boyer & Associates will have a new president as of Jan. 1, 2024. The Minneapolis-based Microsoft partner recently announced that Vice President Lee Witkop will succeed Founder Jack Boyer as president.After 30 years leading the business, Boyer is making a gradual move toward retirement. He will remain involved with the firm for two years, lending his visionary guidance but leaving the daily management of the company to Witkop.Witkop previously served as the fast-growing company’s VP of Sales and Marketing. He has already begun transitioning into his new role, which will become official at the start of the new year. Colleen McCoshen, Boyer’s longtime … [Read more...] about Boyer names new president as founder moves to retire
Boyer hires a new ERP & CRM project manager
Boyer is pleased to announce that Shelley Geraci is joining our team as our newest ERP and CRM project manager for Microsoft Dynamics.Geraci has 20 years of experience as a project manager and 15 years of experience within Microsoft Dynamics CRM solutions.She didn’t start out as a project manager though. From her first job in the 1980s as a dispatcher at Time Warner Cable to developing a software solution for a manufacturing company in the 1990s, Geraci’s winding career path turned her into an “accidental project manager.”As it turned out, PM work suited her well, since she likes structure and details. She decided to study for her Project Management Professional certificate 15 years ago. Then she became Six Sigma-certified, and now she has … [Read more...] about Boyer hires a new ERP & CRM project manager
Benefits of Managed Services: Cost Savings, Security & Expertise
In today’s fast-paced business environment, organizations increasingly turn to managed services to enhance their operational efficiency and gain a competitive edge.According to recent research, companies that adopt managed services experience an average cost savings of 25% while bolstering their cybersecurity measures by 40%.Moreover, leveraging the expertise of managed service providers enables businesses to focus on core functions and strategic initiatives.In this article, we talk about the benefits of managed services, including cost savings, enhanced security, and specialized knowledge, through real-world examples.Key TakeawaysUnderstanding Managed ServicesUnderstanding Managed Services is crucial for businesses looking to leverage the … [Read more...] about Benefits of Managed Services: Cost Savings, Security & Expertise
Boyer hires new Business Central developer
Boyer’s newest employee has 16 years of development experience with Microsoft Dynamics ERP and recently became a U.S. citizen. We’re excited to have María Ocampo join the Boyer team as a technical consultant/developer.Initially working as a website developer, Ocampo’s skills caught the attention of a business owner just starting a practice for Microsoft Business Solutions Navision 3.7. She joined the new practice in 2006 and never looked back.“I think it was the best decision of my life because it changed the game for me,” she said. Ocampo worked at the Colombian-based company for six years until it was acquired. She continued working as a NAV and Business Central developer for companies in Colombia and South Africa before moving to … [Read more...] about Boyer hires new Business Central developer
How to Undo Drop Shipment in Business Central
This post was updated in August 2024.Drop shipments are a great feature within Microsoft Dynamics 365 Business Central. You can put in an order with a supplier, have it shipped to the customer and track it all within one centralized system. But what happens when you need to undo a drop shipment in Business Central?Because drop shipments on Sales Orders are linked to a Purchase Order, they can’t be undone in the same way that traditional Sales Shipments are. When we try to use the Undo Shipment function on a Posted Sales Shipment, we get the following error message:“Drop Shipment must be equal to 'No' in Sales Shipment Line: Document No.=S-SHPT102233, Line No.=10000. Current value is 'Yes'.”So how do we undo a drop shipment in Dynamics 365 … [Read more...] about How to Undo Drop Shipment in Business Central
Boyer hires new Business Central consultant
Boyer’s newest Business Central consultant has more than 20 years of experience in the industry. We’re thrilled to have Amanda Simmons join the team.Simmons graduated from Brigham Young University with a bachelor’s degree in communications. Her ability to speak both Spanish and Russian landed her an internship at Walt Disney World in guest relations. Part of the job included compensating upset customers, but sometimes employees gave away more than corporate wanted.“They had in-house, homegrown software, and there were a lot of holes in it, and holes to them meant money walking out the door,” Simmons said. “I found holes in the system and ways for people to cheat.”When she brought the issue up to her supervisor, she quickly found herself in … [Read more...] about Boyer hires new Business Central consultant
Former Deloitte auditor assists clients with accounting in Business Central
Boyer & Associates recently hired a former Deloitte accountant to provide our clients assistance with accounting in Business Central. Riley Hulsebus is taking the lead on Boyer’s new Fractional Accounting as a Service (FaaS) offering.The Iowa native has a master’s degree in accounting from Drake University and is a CPA experienced in audits. She worked at Iowa-based Meredith Corp. as an audit intern before landing a job at Deloitte, one of the Big Four Firms.Hulsebus always knew she wanted to do something related to business. One of the first classes she had to take in college was accounting.“Everyone was warning me the accounting classes are the worst thing you’ll ever do, but I liked it and I was good at it,” she said. She quickly … [Read more...] about Former Deloitte auditor assists clients with accounting in Business Central
Boyer launches online portal for Microsoft Dynamics client support
UPDATE: This blog was updated April 29, 2024, to reflect current registration process and Boyer contact person.Boyer & Associates is launching an online portal next month to enhance our Microsoft Dynamics client support. This internal portal will allow our clients to submit their support tickets directly through the Boyer website and gain more visibility into the status of any tickets currently in process. Starting Oct. 1, clients may submit tickets either through the online portal or through our support emails. This transition period will last one month. Then, on Oct. 31, our support email inboxes and phone support will become inactive. At that point, all support requests must be routed through the portal.For details on … [Read more...] about Boyer launches online portal for Microsoft Dynamics client support
Exploring Microsoft Quickbooks: When to Migrate to Dynamics 365
Quickbooks is a great software solution for SMBs, but what happens when companies outgrow the accounting capabilities of the starter software? Many companies, based on their use of other Microsoft solutions, attempt to find a “Microsoft Quickbooks” solution. Unfortunately, one does not exist. The good news is that Microsoft does have its own alternative to Quickbooks in Microsoft Dynamics.Microsoft Dynamics offers complete business management through a full suite of integrated software. The two main components consist of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM).The ERP and CRM software world can get confusing quickly, so let’s take a closer look. First, what is Quickbooks? This is simple … [Read more...] about Exploring Microsoft Quickbooks: When to Migrate to Dynamics 365
Boyer hires new CRM and ERP project manager
Boyer is thrilled to announce that we’re growing again with the addition of Melanie DeKoning as a CRM and ERP project manager.DeKoning received her bachelor’s degree in English. She had started pursuing a master’s degree in library science when a job with a temp agency changed her trajectory. What was supposed to be a short-term gig entering data for a company switching out its ERP system turned into a long-term job. BrandPartners was moving from Solomon (Dynamics SL) to Great Plains (Dynamics GP) and hired DeKoning to migrate data to their new system.That was in 2002, and the more time she spent in the system, the better she understood it. Eventually, she become one of the company’s GP power users and worked her way up to overseeing the … [Read more...] about Boyer hires new CRM and ERP project manager
