Showing archived posts for: February 2016


Partner Spotlight: BinaryStream

Posted by Jen Bieker on February 24, 2016

We’ve been getting to know Binary Stream and their best-in-class add-on solutions for Dynamics GP.  The more time we spend with them, the more we learn what puts them in the top 5%.  With over 15 years of extensive experience creating Dynamics solutions, they know what you need.…

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5 Management Reporter (MR) Tips

Posted by Jen Bieker on February 23, 2016

Here are 5 great tips & tricks for MR you should try... Prevent Drill Down: To hide confidential information, while allowing details in the rest of an account detail report, you can enter ‘XD’ under the Print Control to hide drill down capabilities in the report. This…

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Microsoft Dynamics CRM Preview Features

Posted by Jen Bieker on February 22, 2016

Maybe you like living on the edge with technology?  And, do you like helping?  If so, then you don’t want to miss out on Dynamics CRM preview features.  Help Microsoft in testing out new features before they are fully released. Microsoft doesn’t provide…

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Microsoft Dynamics GP: Word Template Modifications Not Showing

Posted by Jen Bieker on February 19, 2016

Submitted by:  Andi Bowman Problem: Recently, we’ve been assisting some clients with modifications to their invoices and order forms.  For example, we added the line items details to the order form and modified the template for the invoice to include company comments.  However, one of…

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Enhanced Multi-Company features in Microsoft Dynamics SL (Versions 2011 and later)

Posted by Tiffany Bennett, Senior Consultant on February 17, 2016

Many of us work with multiple companies or divisions and are used to having to log out and log back in to access these different instances.  However, in Microsoft Dynamics SL 2011 and later versions, functionality was included to make working with multiple companies easier. These flexible multi-company capabilities allow…

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Microsoft Dynamics CRM Online vs. On-Premise Features

Posted by Jen Bieker on February 16, 2016

Last week, I got frustrated with trying to find if a specific feature was available for an on-premise instance of Dynamics CRM.  After too much time searching the web, I finally sent an email.  I waited 3 days only to receive a question to my question.  What didn…

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Microsoft Dynamics GP Tips: Toolbar Options and Required Field Color

Posted by Jen Bieker on February 15, 2016

Toolbar Options: Recently, a client of ours upgraded from an older version of Dynamics GP. One of the big, and sometimes confusing difference for end users, is the new toolbar. Even though the new improved toolbar, called the ‘Action Pane’ is much easier to read and…

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Tips for Processing AP Checks in Microsoft Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on February 15, 2016

We get a lot of questions in regards to check printing.  Here are four helpful tips:   1. The AP Payment Selection screen is a utility to populate the values in the AP Edit/Select Documents for Payment screen.  Use the “Payment Selection” screen when you…

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Microsoft Dynamics GP Tips: Save Time by Using Classes

Posted by Jen Bieker on February 15, 2016

Make life a little easier by learning to use ‘Classes’ in Microsoft Dynamics GP. No matter if you’re working with items, customers, or vendors, classes save you time by creating default values to populate new records in Dynamics GP. Setting up a Class: 1. To access this…

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Acumatica Universal Search: Helping You Find the Acumatica Window or Screen You Need

Posted by Jeff Williams, Dev Team Mgr on February 11, 2016

Finding the exact screen you are looking for in the navigation menu can be a frustrating task, especially if you are new to the Acumatica system. Thankfully, Acumatica has made this task easier by adding a “Universal Search” capability to the system that’s available on…

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