Showing archived posts for: March 2016


Dynamics SL 2015 & Web Apps CU1 is Now Ready!

Posted by Jen Bieker on March 22, 2016

The first service pack is now available for Microsoft Dynamics SL 2015.  Cumulative update 1 is the new name for a service pack.  It's really the web apps update that's stealing this show.  Microsoft has spent over 5 months getting ready for the web apps cumulative update 1…

Read More

Dynamics SL – Hotfixes and More are Easy to Find in Microsoft CustomerSource

Posted by Jen Bieker on March 22, 2016

In the past, it's been difficult finding information in Microsoft CustomerSource on Dynamics SL.  Well, not anymore. Microsoft has added back an easy link for Dynamics SL on the homepage.  Find all your Dynamics SL related information with this easy navigation.  Simply log into CustomerSource and…

Read More

Microsoft Dynamics SL – Keep Your System Current

Posted by Jen Bieker on March 21, 2016

Upgrades. We all know we should do them. But we feel like there's never a "good" time to do them. And then there's the cost. But not upgrading carries a cost as well. In fact, if you are using Dynamics SL 2011 or older, you really should be planning…

Read More

Microsoft Dynamics CRM: Outlook Add-in Problem?

Posted by Jen Bieker on March 18, 2016

The other day, my Dynamics CRM Outlook plug-in stopped working.  What happened?  I’m not sure, but I couldn’t track any activities into my Dynamics CRM system.  The Dynamics CRM part of my Outlook toolbar wasn’t there.  I know our internal…

Read More

Backup and Disaster Recovery Plans for Microsoft Dynamics SL, FRx, & Management Reporter (MR)

Posted by Tiffany Bennett, Senior Consultant on March 18, 2016

How would you answer these 3 questions? What would you do if you lost all your customer data? How would you recover from that? Do you have a plan in case of a disaster?   Like it or not, data loss does happen.  Systems fail, servers die, and power surges.…

Read More

Management Reporter (MR) Report Viewer vs. Web Viewer

Posted by Jen Bieker on March 18, 2016

As of MR RU5, the web viewer is set to be the default.  But, did you know you have more options available when using MR as your default report viewer rather than your web browser?     MR Report Viewer Web Viewer Full report library - including versions …

Read More

Management Reporter (MR): How-to Setup Departmental Reporting with Row Links

Posted by Mike Gordon, CPA, MCP on March 17, 2016

Do you need multiple financial statements for multiple departments? Do you need to see a different set of accounts on the same line? Many organizations that have multiple departments have more complex reporting requirements. Learn how to create departmental reporting in Management Reporter (MR). 1. Make sure the companies…

Read More

Microsoft Dynamics SL: Tips & Tricks

Posted by Jen Bieker on March 17, 2016

Last week I was working with a client in Dynamics SL. I was amazed at how fast she moved around the various windows.  I had to ask her to slow down on occasion just to keep up.  How did she do that? I learned some of her…

Read More

How-to Guide: Drop Ship Orders in Microsoft Dynamics GP

Posted by Georgia Stewart on March 17, 2016

Microsoft Dynamics GP allows you to track drop ship purchases, where a product is shipped directly from your vendor, to your customer.  With drop shipping in Dynamics GP, the sales order and purchase order are linked together, so that once the customer receives the product from the vendor, you…

Read More

Dynamics SL 2015 New Feature: Invoice Preview

Posted by Jen Bieker on March 16, 2016

Dynamics SL 2015 now includes an invoice preview feature.  Easily preview multiple invoices at the same time, drill down into the batch, and make necessary edits all before printing.  View multiple invoices before sending them out Catch errors and edit invoices while the batch is still open Stop re-printing…

Read More