Showing archived posts for: March 2014


Social Listening

Posted by Jen Bieker on March 26, 2014

Social media has exploded over the past few years.  As marketers, we need to pay attention to what is happening across social media and news channels.  Why? Because this monitoring will help us optimize our communication.  We need to know what our customers are saying and thinking…

Read More

Improving Customer Experience in Dynamics CRM

Posted by Jen Bieker on March 25, 2014

There’s been a lot of buzz about Microsoft’s recent acquisition of Parature, a cloud-based customer service software vendor.  With this acquisition, Microsoft has released the Unified Service Desk (USD), a customer-care/support portal that will put it far above the competition.  It was showcased…

Read More

Dynamics Marketing

Posted by Jen Bieker on March 25, 2014

Today's marketers need the ability to plan, execute, and measure campaigns easily, from start to finish. Microsoft’s Dynamics Marketing helps you engage your customers as you bring your marketing vision to life. MarketingPilot was acquired by Microsoft way back in October 2012 and at Convergence this month, Microsoft…

Read More

Speed up Distribution Posting and Transaction Entry Performance in Dynamics GP

Posted by Ben Borger on March 24, 2014

Struggling with poor posting speed? Read on. Issue:  Poor GP Posting Speed. If you are using Dynamics GP with heavy distribution and want to improve posting performance, it’s worth getting a rowcount on the IV00107 table. If you have 500k-1m rows or higher, have a look…

Read More

Management Reporter Error: Evaluation Period Has Expired

Posted by Juliet Constantino on March 24, 2014

If you have run across this error, read on because we have a solution! Issue: When launching Management Reporter, you get the message that “the evaluation period has expired.  You must enter a valid license key”.  And the only option is to click OK and then…

Read More

Reporting Tips as Wages in Dynamics GP

Posted by Jen Bieker on March 5, 2014

According to the IRS, service charges added to a bill or fixed by the employer that the customer must pay, when paid to an employee, will not constitute a tip but rather constitute non-tip wages. These non-tip wages are subject to social security tax, Medicare tax, and federal income tax…

Read More

How to Handle Tip Reporting in Dynamics GP

Posted by Jen Bieker on March 5, 2014

Employees who receive cash tips of $20 or more in a calendar month while working for you, are required to report to you the total amount of tips they receive. The employees must give you written reports by the tenth of the following month. Employees who receive tips of less than $20…

Read More

CRM Business Rules – Portable Business Logic

Posted by Jen Bieker on March 3, 2014

One of my favorite new features in CRM 2013 are the Business Rules.  I’m not a developer, but I am a heavy user of CRM and there are many times that I would like to have some additional business logic built into CRM but don’t want…

Read More

Social Insights for Dynamics CRM Powered by InsideView

Posted by Donna Krizik on March 3, 2014

Are you looking to find out more information about your prospective clients? Then InsideView can provide you a wealth of information and might just be the tool for you. Microsoft has collaborated with InsideView, bringing Social Insights to both the cloud-based and on premise versions of Microsoft Dynamics CRM 2013. Social…

Read More

Q2 Roll Out of New Microsoft CRM Offerings

Posted by Donna Krizik on March 3, 2014

Throughout the second quarter of 2014, Microsoft is rolling out some new features:  Codenames - “Mira”, “Subra” and “Leo”.     Mira will be Microsoft Dynamics Marketing, based on marketing automation technology. This technology was acquired when Microsoft bought MarketingPilot in 2012. Microsoft rebuilt Marketing…

Read More