Training


Better Searching in Dynamics 365 (CRM)

Posted by Jen Bieker on August 29, 2017

Searching just got a whole lot better!  Microsoft has improved searching for all.  Search the way you want. Here’s a closer look at the different ways to search.  Quick Search Categorized Search Relevance Search Quick Search Quick search is that little box in the…

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Copying Reports and Word Templates to Create History Versions in Dynamics GP

Posted by Georgia Stewart on August 21, 2017

Download the PDF instructions  to learn time-saving ways to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP.  There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Templates.

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Tips to Remember When Scheduling Processes to Run in Acumatica

Posted by Jeff Williams, Dev Team Mgr on August 18, 2017

In Acumatica 6.1 and later 5.3 builds, when scheduling processes to run there are a few items to make sure of: Time zone – there has been a long running issue with scheduled processes that if the time zone is not “GMT (Universal….)” the scheduler doesn’t work…

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Acumatica Scenarios – Defining & Automating Your Monthly Tasks - ASM

Posted by Angela Stuart Mills on August 17, 2017

Every department has tasks they perform on a regular basis and steps and procedures they will need to follow in order to perform the tasks accurately and ensure no tasks are missed.  It is common for each department to create their own written steps and manually check them off…

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Fixing User Security in Dynamics GP

Posted by Georgia Stewart on August 16, 2017

Which Window Do I Need? Determining which window needs to be added to a user’s security in Microsoft Dynamics GP can be difficult.  Here are a couple methods we use to figure it out. Winthrop Tool There used to be a free product called the Support Debugging…

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Simple Shortcuts to Make You More Productive Every Day

Posted by Joe Jacob, Senior Developer on August 16, 2017

Extend the life of your fingers and shave minutes off just about everything you do.​   As a software developer I live and breathe shortcut keys.  I use them to quickly navigate between screens, auto type out the current date and time, type my email address, and generate commonly…

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Is Your SQL Restore is Taking a Long Time?

Posted by Brandon Richards, Implementation Manager on August 16, 2017

Many of us have run across a situation where a SQL restore just takes FOREVER!  Since I had some time on my hands, I decided to search and found this great blog post by Matt Slocum.  Seriously, I waited well over an hour for a 58GB database to…

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Top 10 Reasons Your Business Should Move to the Cloud

Posted by Jen Bieker on August 16, 2017

If you haven't heard, many small and medium sized businesses have grown by moving their technology to the cloud.  Don't let technology hold you back -  cloud options increase efficiency, improve cash flow, and have many other benefits.  Here are our top 10 reasons…

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Filters & Permissions in Acumatica

Posted by Jeff Williams, Dev Team Mgr on August 15, 2017

This question came up from a customer recently, and it’s good one - so I wanted to share it. In Acumatica, on the GL entry screens and grids, users have the ability to create custom “Filters” which show as tabs across the top.   These…

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COM Interoperability on x64 Systems

Posted by William Schroeder, Director of Development, IT on August 15, 2017

The .Net framework gives developers the powerful option of compiling assemblies targeted for the now-standard x64 platforms or legacy x32 platforms.  This is not an issue for most modern software since the typical machine is based on 64-bit architecture and most assemblies are compatible with 64-bit systems.  However,…

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