CustomerSource BlendedLearning
Nancy Moss
Nancy Moss

Microsoft CustomerSource – The One-Stop Support Shop for Dynamics Customers

Microsoft’s CustomerSource is a valuable resource available to all Microsoft Dynamics ERP (Dynamics GP, Dynamics SL, Dynamics 365, etc.) customers who are currently on a support plan. CustomerSource is divided into several sections, such as KnowledgeBase, Online Learning, and Account Management. Each section has its own set of resources and functions.  Here’s a quick guide … Read more

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Time Management with Multi Entities
Mike Gordon
Mike Gordon

Dynamics GP:  Multi Entity Issues with Vendors, Customers, or Items not Being Available

I recently came across a client that had issues accessing new Items, Customers, and Vendors.  The issue wound up being relatively simple; it was because when these things were setup in Dynamics GP, the Entity Relationship in Multi Entity Management was not setup.   What is Multi-Entity Management? If you use multiple companies in Dynamics … Read more

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Dynamics GP 2018 R2 New Features
Jen
Jen

Dynamics GP 2018 R2 New Features

The new release of Microsoft Dynamics GP 2018 R2 is full of customer-suggested improvements, new features, and Roadmap items. Thank you to everyone for submitting ideas to make Dynamics GP even better. The new version is out on October 1st – here are some of the features we are excited about: Financial Enhancements Exclude items … Read more

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Company Data Archive
Brandon Richards
Brandon Richards

Increase Performance & Speed Up Reporting in Dynamics GP

Are you trying to improve performance of Microsoft Dynamics GP without investing thousands more in hardware and infrastructure? Has your SQL database size started to grow out of control? Perhaps Inventory Reconcile, Check Links, or other maintenance tasks are taking a long time to run due to the growing data volume? Sounds like you need … Read more

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Amber
Amber Tselios

Top 3 Reasons to Attend GPUG Summit

The annual GPUG Summit is right around the corner. We hope to see you there! Our very own Mary Lenehan will be presenting a session on SmartLists this year – that’s one you don’t want to miss. This annual event is hosted and coordinated by the Microsoft Dynamics GP User Group (GPUG). GPUG, is a … Read more

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clear receipts
Sean Casey
Sean Casey

Clear Unused Receipts in Dynamics GP

We occasionally get requests from our Microsoft Dynamics GP users to clear unused receipts in the deposit window (Transactions>Financial>Bank Deposits). Sometimes a customer starts to use the bank reconciliation for the first time, or maybe someone just lost track of receipts and they never got posted. No matter the reason, here’s how to clear receipts. … Read more

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Security
Sean Casey
Sean Casey

What Security Reports Should I Use for Auditors for Dynamics GP?

We often receive calls from our clients when auditors want to review security. Microsoft Dynamics GP offers several security reports you can run for audits. How to print the Dynamics GP security reports Go to Reports>System>Security. In this window, you’ll see the list of available reports. The most common reports that auditors look for are: … Read more

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