For the past month, the Microsoft Dynamics SL team here at Boyer & Associates has been beta testing the new SL 2015. We have already posted on several new features and highlights of the program, which you can read here. We will continue to post regularly on our findings to inform you on what you can expect with the upgrade.Today, I am going to do a deep dive on one of the new features – the Possible Values Lookup or PV Lookup. This is the screen that pops up when you hit the F3 key or double right-click in a field that has a lookup associated with it. The PV Lookups have used the same functionality for many years, and that functionality was good. However, I must admit that I am pretty excited about the new PV Lookup … [Read more...] about Possible Values Lookup Feature in Dynamics SL 2015
SL 2015 BETA First Impressions – Installation and Upgrade
Server Installation The new installer for Microsoft Dynamics SL 2015 is easier to use and less complicated to work with than previous versions.SL 2015 = Two screens for the installation wizard:License Agreement Choose Edition, Location and InstallPrevious versions = Seven screens for the installation wizard:Welcome License Agreement Choose Edition Choose Location Select Module Screens Select Customization Language (VBA/BSL) Start InstallationIn previous versions of Dynamics SL, you were requested to select the Edition and then the modules to install. In SL 2015, the only option is to select the Edition; all module screens are installed automatically. (The method to install all module screens is used by Boyer & … [Read more...] about SL 2015 BETA First Impressions – Installation and Upgrade
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
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
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
Customization Manager in Dynamics SL – Use It to Safely Configure the System to Your Business Needs
When I discuss making some customizations to a client’s Microsoft Dynamics SL system, the usual response is “we don’t want to customize the system too much.” Often, there is the misconception that any customization means developing new code outside of Microsoft Dynamics. While some business needs will require custom code to be written, using the Dynamics SL Customization Manager actually leverages the system and is fully supported by Microsoft.The Customization Manager allows users to modify standard Microsoft Dynamics SL screens quickly and easily. Modification capabilities range from simple changes that the system administrator or user can make to complex customizations that are best performed by a programmer or consultant with … [Read more...] about Customization Manager in Dynamics SL – Use It to Safely Configure the System to Your Business Needs
June 18 Event – Microsoft Dynamics ERP Shootout
Don’t Miss This Head-to-Head Evaluation of the Leading ERP Solutions from Microsoft DynamicsFinding the right accounting and ERP solution to help improve operational efficiency for your organization is critical to your success, but narrowing the field to one that fits your needs and budget can be overwhelming and time-consuming.Jump start your enterprise selection projects and join us June 18 from 8:30 a.m. – noon at this FREE event.We will dissect and compare the most popular Microsoft Dynamics ERP solutions on the market, including Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL, to enable you to see, feel, and determine which solution best serves your specific business needs.The presentations will review … [Read more...] about June 18 Event – Microsoft Dynamics ERP Shootout
