Showing archived posts for: January 2016


Microsoft Dynamics SL – New in CustomerSource

Posted by Jen Bieker on January 21, 2016

Dynamics SL 2015 Year End Updates - Released the week of December 21, 2015 The 2015 Dynamics SL Year End Updates includes changes for 1099 and W-2 reporting to comply with 2015 tax year regulations. Included with the update files is a technical document. TY2015YrEndUpd.pdf "Microsoft Dynamics SL 1099 and W-2 Reporting…

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Microsoft Dynamics CRM Helping Non-Profits Across the World

Posted by Jen Bieker on January 21, 2016

Where would our world be without the good work of non-profits?  They have the biggest hearts and usually are running on the smallest budgets.  It’s wonderful that Microsoft offers special not-for-profit rates on all of its products. Keeping budgets in line while being able to take…

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Advanced SmartList Special Offer For Crestwood Customers from Encore Business Solutions

Posted by Jen Bieker on January 21, 2016

Most of us Microsoft Dynamics GP users are avid SmartList fans.  We use it almost every day.  But, have you ever run into any issues or limitations, such as: Problems finding & sorting data Difficulty finding specific information Exporting to Excel issues Spending too much time looking for…

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Scribe Software: Integrating the Easy Way

Posted by Donna Krizik on January 21, 2016

Let’s face it, data integration can get very messy, very quickly. So much so, that at times, the concept of getting your business’ data to “talk” can become so complex, that the whole process feels to be more hassle than it’s worth. Here…

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2016 Microsoft Dynamics Free Training & Resources

Posted by Jen Bieker on January 21, 2016

Is your New Year’s resolution to save time, be more productive, or learn new things? Well, we can help you with that. There are a lot of resources out there, some good and some bad. So here are some of our favorites. Microsoft Virtual Academy …

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Things We Are Excited About in Microsoft Dynamics CRM 2016

Posted by Jen Bieker on January 20, 2016

You asked, Microsoft listened. Microsoft Dynamics CRM 2016 includes a set of shiny new features that will make even the toughest critics smile. Many of these are features that you’ve been asking for, or trying to build yourselves, for quite a long time. If you’ve been waiting…

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Upgrading Acumatica to a New Version

Posted by Mike Aichinger on January 19, 2016

The guide below is intended to help you upgrade to a new version of Acumatica, or to apply patches or fixes to the current version. *For this example, we will utilize a scenario with fictional company, ABC Unlimited. ABC Unlimited is currently utilizing Acumatica 5.2 (Version 5.20.0718) but would like to upgrade…

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Creating a Purchase Order from a Sales Order in Acumatica

Posted by Mike Aichinger on January 18, 2016

In Acumatica, if you need to create a purchase order to fulfill a sales order, follow the simple steps outlined below: To begin, you will need to enter the Sales Order form located under Distribution> Sales Orders > Work Area > Enter > Sales Orders.  For this example,…

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Adding Partially Depreciated Assets in Acumatica

Posted by Mike Aichinger on January 15, 2016

When completing an implementation, it is important to know how to deal with the assets coming from your Legacy system. This guide demonstrates how to add one partially depreciated asset into Acumatica. 1. To begin, uncheck the “Update GL” setting on the Fixed Assets Preferences form. Doing so…

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Back to Basics: Create a New User in Management Reporter

Posted by Misty Galbreth, Support Analyst on January 14, 2016

Whether you’re new to Management Reporter or you just need a refresher, outlined below are the steps required to create a new user in Management Reporter (going forward known as “MR”). 1. Login into MR Designer as an Administrator. Please note: If you are not currently an…

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