Do you enjoy learning on your own and furthering your knowledge in Microsoft Dynamics SL? If so, you can watch these three training videos by Microsoft and, in 20 minutes, learn something new.Invoice Preview: This video highlights Microsoft Dynamics SL 2015's new Accounts Receivable invoice preview feature. See two different ways to preview an invoice in Accounts Receivable, one of which includes a new screen that combines a Quick Query with a preview screen.Quick Query: This video highlights Microsoft Dynamics SL 2015's enhanced Quick Query features. Discover how the Quick Query feature, grid to Excel, has been enhanced to create "connected" Excel documents that can be refreshed. This demo walks through the new Excel options, including … [Read more...] about Microsoft Dynamics SL 2015 Training Videos

Microsoft Dynamics SL 2015 has a number of nice new features. I am going to highlight two that will make everyone’s reporting processes just a little better -- the addition of “meta” data on reports and the ability to email print previews. Feature #1 - Metadata What is metadata? Metadata is a technical way of saying extra data or additional attributes. The reason that it is important to you is that it allows the tables and columns that are referred to in a report to have “English” descriptions. So instead of looking up fields with a funky description like pjproj.pm_id01, you will now be able to see that field as “Project Type”.Here are a few examples. First, I will show you the project listreport. When you run this report, you are … [Read more...] about Two Report Changes in Dynamics SL 2015 – Metadata and Emailing Print Previews

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

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

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

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

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