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Microsoft Goes Head to Head with QuickBooks with Project Madeira Preview

Posted by Donna Krizik on April 29, 2016

Two weeks ago, Microsoft released its Outlook-centric, software-as-a-service business management offering for SMBs. Microsoft wants to make ERP capabilities more attainable for small and midsize businesses using Office.  Targeted at companies with between 10 and 100 employees, Madeira is designed for those that need more than the simple financial and accounting…

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Take Control of Your Projects Using Dynamics SL

Posted by Jen Bieker on April 29, 2016

For most organizations projects are constantly changing entities with many moving parts, such as, approvals, changes, resources, etc.  For a project based business, it’s crucial to track the changes throughout the life of a project.  Even more important is the ability to measure what is actually…

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Go Paperless: Project Expense Entry Using Dynamics SL 2015 Web Apps

Posted by Jen Bieker on April 26, 2016

A mobile workforce needs a mobile tool.  Not just to make things easy, but to get information back quickly, so that billing gets done fast.  With Dynamics SL 2015 web apps, long gone are the days of mailing paper receipts, or scanning and emailing them to accounting for manual…

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Consolidating GL Periods in Microsoft Dynamics GP

Posted by Misty Galbreth, Support Analyst on April 22, 2016

There may come a time when you no longer wish to see all the detail in your General Ledger, and may want to see a summary of all the activity instead.  This may be after a certain amount of time has passed, after an audit has passed, or some…

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Dynamics GP Multi-Currency Setup

Posted by Mike Gordon, CPA, MCP on April 20, 2016

How do I setup Microsoft Dynamics GP Multi-Currency? Setting up multi-currency within the generally acceptable accounting principles (GAAP) can sometimes be a bit tricky.  Here's an example to walk you through the setup process in Dynamics GP. First under the system setup, define the currency. We…

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Dynamics GP Fixed Assets Construction in Progress

Posted by Mike Gordon, CPA, MCP on April 20, 2016

Have you ever had assets that you want to leave in the Purchase Clearing Account because it is Construction in Progress (CIP)? CIP are long term assets with multiple invoices that need to be accumulated. In Dynamics GP you can do this by adding an additional Purchase Posting…

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Microsoft Dynamics CRM 2015 Online – Free Editable Grids

Posted by Jen Bieker on April 19, 2016

Here’s another reason to move to the online version of Dynamics CRM.  You can stop paying for those editable grids.  With the “immersive” integration of Microsoft Excel, you have editable grids at your fingertips for free! You might be using one of the many…

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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…

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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…

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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…

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