As Microsoft Dynamics SL consultants, we run into issues with connectivity to Dynamics SL, errors when opening screens or running reports. Some of these issues have straightforward causes and resolutions, but at times it is just a matter of the security getting out-of-sync in the databases. Running the “Synchronize All Ownership & Security” update scenario in Database Maintenance resolves these security issues and gets Dynamics SL running smoothly again.What causes these inconsistencies with the security? It could be adding in a new third party application, changing the authentication method from SQL to Windows, or moving the databases between SQL servers – these are the easy ones. Every now and then something may happen in SQL … [Read more...] about Synchronize All Ownership & Security in Dynamics SL
March 19 Event – Dynamics ERP Shootout for Distribution and Supply Chain Management
Don't Miss This Head-to-Head Evaluation of the Leading ERP Solutions from Microsoft Dynamics Jump start your enterprise selection projects and join us March 19 from 8:30 a.m. – noon at this no-charge event. Learn how you can:Increase Sales Reduce Inventory Improve Customer Service Increase Supply Chain VisibilityUtilizing Microsoft Dynamics ERP distribution and supply chain management solutions, discover how your sales force can grow revenue through add-on and high-margin products, decrease inventory and holding costs and leave your customers feeling appreciated and well-served.We will showcase all this functionality across 3 distinct ERP solutions including Dynamics GP, NAV and SL, to enable you to see, feel and determine … [Read more...] about March 19 Event – Dynamics ERP Shootout for Distribution and Supply Chain Management
Microsoft Dynamics SL 2011 Status Bar Tricks
The status bar at the bottom of the Microsoft Dynamics SL 2011 screen shows you the Date, User, Application Database, and Customization Level. Did you know if you double click on these labels they bring up its appropriate screen?For example, if you double click on the Date it brings up the Business Date screen. If you double click on User it brings up the Login screen. If you double click on Application Database, it brings up the Database screen so you can quickly switch databases. Also, double clicking on Customization Level allows you to switch customization levels fast.Just a few tricks to allow users to move around faster.For additional tips and tricks regarding Microsoft Dynamics SL and other Dynamics products, check out … [Read more...] about Microsoft Dynamics SL 2011 Status Bar Tricks
Quick Query Is Your New Best Friend to Retrieving Data in Dynamics SL 2011
In a previous blog post, A Few of Our Favorite Features in Dynamics SL 2011 – Part 1, we discussed a few really cool features like Menu Searching, Navigation History, Grid to Excel, and the new Attachment feature in Dynamics SL 2011. In this post, we’d like to highlight another great and usable feature called Quick Query that is available in Dynamics SL 2011 or Dynamics SL 2011 Feature Pack 1, which became available in the summer of 2013.Quick Query is a tool that allows a user to query the database for data that the user needs to see. Prior to version 2011, there really was only one way to retrieve data from the Dynamics database which was to run a report. Those reports were written in Crystal. Crystal has a lot of functionality, and … [Read more...] about Quick Query Is Your New Best Friend to Retrieving Data in Dynamics SL 2011
Boyer to Host Dynamics ERP Year-end Events for Dynamics GP and Microsoft Dynamics SL Users – Dec. 10 and Dec. 12
Need help closing out your books for 2013? Boyer & Associates will be hosting two Microsoft Dynamics ERP year-end events for Microsoft Dynamics SL and Microsoft Dynamics GP users on December 10 and December 12, 2013 respectively. The free events, open to Boyer clients and non-clients, will be held at the Microsoft Technology Center in Edina, MN from 8:30 a.m. – 12:00 p.m.Attendees will have an opportunity to learn what steps should be completed and when for year-end closing of GL, AP, AR, Inventory, Fixed Assets and Payroll. We’ll also review any changes to tax forms such as 1099's and W-2's. Whether it’s the first time closing the books, or you need a brief refresher session, users who are looking to review the recommended year-end … [Read more...] about Boyer to Host Dynamics ERP Year-end Events for Dynamics GP and Microsoft Dynamics SL Users – Dec. 10 and Dec. 12
Tips to Resolving Font Name Error In Management Reporter
If you’ve migrated from FRx to Management Reporter, you may have noticed there may be some fonts that are not available on the system.The migration report may show that all fonts migrated successfully but when you open a Row Definition or Column Definition you may receive an error that the font cannot be found.This will then crash Report Designer with the following error:To resolve this error:Open SQL Server Management Studio and connect to the ManagementReporter database.Run the following script: (replacing ‘FONTNAME’ with the font name in the error message) to see how many objects are using the font in the error message.Select * from ControlFontStyle where FontName = 'FONTNAME'Now run the following script to update all … [Read more...] about Tips to Resolving Font Name Error In Management Reporter
Live Event on 11/21 – Streamline and Manage Your Multi-Entity Business with Microsoft Dynamics ERP Solutions
Are you looking for a better way to manage multiple entities in your business? Join Boyer & Associates and BinaryStream on Thursday, November 21, 2013 from 8:30 a.m. - 12:00 p.m. CT for an event, "Streamline and Manage Your Multi-Entity Business with Microsoft Dynamics ERP Solutions" at the Microsoft Technology Center in Edina, MN and learn the advantages of using Microsoft Dynamics ERP multi-entity management solutions to help:Streamline Multi-Entity Transactions Significantly Improve Financial Reporting Time and Quality per Site/Entity Dramatically Reduce Operational Costs Ensure Secure Site InformationThe informational presentations will review and compare functionality of the most popular multi-entity ERP solutions on … [Read more...] about Live Event on 11/21 – Streamline and Manage Your Multi-Entity Business with Microsoft Dynamics ERP Solutions
Tips to Setting Up Custom Menus In Dynamics SL
The Dynamics SL menu system allows a significant amount of flexibility in setting up custom menus. There are 3 separate grouping levels above the menu items, and it is even possible to add notes (after a fashion). This permits the possibility of setting up specific purpose menu pages containing directions or grouping disparate programs that would normally be spread among several separate pages.The standard SL menu belongs to the EVERYONE group, and modifications are not permitted to that menu. Thus, the first step in creating a custom menu is to create the Group that will own the menu. The users who will be using that custom menu can be added in the grid on the screen, either at this time or later, but they aren’t necessary for … [Read more...] about Tips to Setting Up Custom Menus In Dynamics SL
How to Use Dynamics SL Statistical Ledgers to Enhance Your Management Reports
Many companies use statistical data in combination with financial information to create key metrics that management uses to track the performance of a company. What many people don’t realize is that you can utilize Statistical Ledgers in Dynamics SL to add metrics to existing financial reports.What is a Statistical Ledger? Statistical Ledgers are like regular Financial Ledgers except that they are for non-financial or statistical data. Instead of currency, they track units. (Financial>General Ledger>Ledger Maintenance)For example, a company might use Revenue per Headcount to measure the efficiency and productivity of its employees. Accounts for headcount by department would need to be set up in the Chart of Account … [Read more...] about How to Use Dynamics SL Statistical Ledgers to Enhance Your Management Reports
Cash Flow Statements in Management Reporter
Many of you are familiar with the challenges of creating a cash flow statement on paper, now combine that with reporting tool like Management Reporter (MR) that pulls data from your Dynamics ERP system. In looking at a cash flow statement it would seem fairly straight forward, similar to building a balance sheet. However, there are a three items that require some thought and more advanced knowledge with MR report writing.Beginning BalancesBeginning from prior periods or years are needed in the calculations of the cash flow statement. The column definition will define the period and year for that column but in the row definition you have the ability to modify that row with an account modifier and pull in different periods. Using the row … [Read more...] about Cash Flow Statements in Management Reporter
