Showing archived posts for: November 2015


Microsoft Dynamics CRM 2016 – Software with a Brain

Posted by Jen Bieker on November 25, 2015

Dynamics CRM 2016 isn’t just software anymore to keep track of customers.  It’s evolved into our own personal assistant.  Whether it’s speaking with Cortana and having her enter your data and schedule appointments, or machine learning, like having Dynamics CRM predict and bring…

Read More

Create Consistent and Beautiful Documents with One Simple Click

Posted by Jen Bieker on November 25, 2015

With Microsoft Dynamics CRM 2016 there’s no more need to spend your time manually extracting CRM data or going through multiple mail merge steps to create documents, such as: Account Summaries Quotes Orders Invoices Product Sheets Now, you can create consistent and beautiful documents based on CRM data with…

Read More

Projects Made Easy with Microsoft Dynamics SL 2015

Posted by Jen Bieker on November 25, 2015

Project Enhancements Dynamics SL 2015 has a few new multi-company and multi-currency project features which will save you time.  Check out these great features: Project Allocator – now you can choose a specific company or all companies Project Reports – the company selection tab allows you to choose a specific…

Read More

Now Available - Dynamics GP 2015 U.S. Year-End Updates

Posted by Jen Bieker on November 24, 2015

The 2015 U.S. Payroll Year-End Update has released.  This is an all-inclusive update that will include Dynamics GP 2015 R2 when you apply the year end update.  Use your CustomerSource login to download the update. Don’t forget to download the 2 PDF’s to go along with…

Read More

Field Service Management with Microsoft Dynamics CRM

Posted by Jen Bieker on November 20, 2015

As a former Dynamics CRM field consultant, I always felt like there just weren’t enough hours in the day. Sometimes, I was traveling to multiple locations across town in the same day. It was a busy job and I found myself always on the phone while driving…

Read More

What's New in CustomerSource for Dynamics SL

Posted by Jen Bieker on November 17, 2015

If you haven't logged into the Microsoft portal, CustomerSource lately, you should give it a whirl.  There are some great new resources you can take advantage of, including: System requirements have been released for Dynamics SL 2015.  These documents contain the minimum client and server hardware requirements,…

Read More

Save Time with Dynamics SL 2015 AR Invoice Preview

Posted by Jen Bieker on November 16, 2015

One of our favorite new features in Dynamics SL 2015 is the AR Invoice Preview Button.  With AR Invoice Preview, you can: View a single invoice before it’s released View multiple invoices with the AR Quick Query report   Take a look at this quick video on the…

Read More

Microsoft Dynamics SL 2015 CU1 Fixes Cash Manager Reports Printing Blank Pages

Posted by Donna Krizik on November 11, 2015

This is related to Dynamics SL Bug 3080781, error “System Message 6887 – Ending date less than Starting date. Please re-enter.” Issue:  Both the Cash Manager Bank Reconciliation and Daily Cash Balances reports in Dynamics SL 2015 print blank pages, and users have to Tab through all the fields…

Read More

Management Reporter CU13 re-release includes unlimited MR Users (and more)!

Posted by Donna Krizik on November 11, 2015

If you're like us, you get excited by the little things. A perfect example of this is the release of Management Reporter CU13, which includes some real benefits. Happy reporting! Benefits Include: No more MR licenses required!For both Microsoft Dynamics GP and Microsoft Dynamics SL, you get an…

Read More

Creating Dashboards in Acumatica

Posted by Mike Aichinger on November 11, 2015

What is a Dashboard? A dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. Dashborards: Display real-time data Filtered from a variety of sources Historical trends Constantly updated The following graphic demonstrates an…

Read More