Expand Your Knowledge with the Microsoft Dynamics CRM Help & Training Center

Posted by Jen Bieker on June 24, 2016

The thing I like best about my job is keeping up on current technology.  I’m always looking to learn something new, whether it is a time-saving tip or a new way to use the products we offer. One of my go-to resources is the…

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Assigning Security Roles in Management Reporter (MR)

Posted by Jen Bieker on May 31, 2016

Are you just setting up Management Reporter for the first time, or adding new users? You will want to learn the basics around security roles.  There are three basic areas for security in MR: Company access: accessed using your Dynamics GP credentials Management Reporter access: controls which functions you…

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Currency Manager and Financial Statement Translation Modules in Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on May 8, 2016

The Currency Manager and FST modules serve two different purposes in Dynamics SL.  Currency Manager can be used alone, but Financial Statement Translation requires the Currency Manager module.  Below are the benefits of the two modules, as well as the differences. Currency Manager: This module allows users to…

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The Secret to Prospecting with Dynamics CRM Online

Posted by Jen Bieker on April 26, 2016

How to use Insights to find, append and validate your prospects for free Every day I get requests to dig up more information about prospects.  Part of me thinks it takes more time to write up the requests and email them than it would be to just do it.…

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Management Reporter Tips & Tricks

Posted by Jen Bieker on April 25, 2016

Here are some handy tips and tricks for Management Reporter (MR).  1. Wrapping Text:  Prevent your row descriptions from being cut off by wrapping the text.  Just insert the code “WT” into the column definition for Print Control.       * Note - sometimes…

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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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New & Easy Navigation in Dynamics CRM 2016 Spring Wave Update

Posted by Jen Bieker on March 14, 2016

Thanks for listening to us Microsoft!  If you’re currently using Dynamics CRM, you have probably experienced the headaches with the current navigation. Scrolling over to the right multiple times Losing your spot and the ribbon disappears Doing it again, and again We are most excited for this…

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How-To Reverse Depreciate & Partially Retire Assets in Microsoft Dynamics GP 2015

Posted by Sean Casey, MCTS on March 9, 2016

If you use assets and depreciation in Dynamics GP, you are bound to run into an instance when you need to reverse the depreciation on an asset; such as: Incorrect information is set up and it isn’t caught until months later You need to make adjustments to assets,…

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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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Setting up Dynamics GP for the New Year

Posted by Misty Galbreth, Support Analyst on January 8, 2016

Creating a New Fiscal Year in Microsoft Dynamics GP Submitted by:  Misty, Crestwood Support Analyst   Our support team has noticed a lot of confusion around starting the New Year in Dynamics GP. Particularly, they’ve gotten calls for help when: Clients didn’t even know they…

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