Did you know Microsoft's Power BI can provide powerful business intelligence (BI) through easy to read dashboards created using data from Dynamics ERP, Excel, SQL Server, and many other sources?
Dynamics GP
5 min read
There are many reasons to create a modified Word form rather than a standard Word form in Microsoft Dynamics GP. Some reasons include adding a logo to the form or adding additional fields to a report. Creating modified Word templates is much like creating standard Word templates (discussed in this recent blog) but with a few additional steps.
Reporting
2 min read
Don’t risk financial and reputation loss. AP Automation is critical to protecting not only your employees, but also your company’s financial data and personal information.
Dynamics 365 Finance & Supply Chain
3 min read
Setting up a chart of accounts in Microsoft Dynamics 365 Finance and Operations requires prior analysis and planning for how accounts and dimensions will be set up. Therefore, before configuring your charts of accounts, spend some time thinking about the most correct and efficient way to set it up. Luckily, Microsoft has made some helpful improvements to simplify the process.
Dynamics GP
2 min read
Word templates are a useful tool within Microsoft Dynamics GP when you want to create a PDF or email a printout to a client. By default, the system will not allow you to send a Report Writer report as a PDF or another format. To achieve this functionality, you need to set up a Word form. To do this, start by creating a Word template.
ERP Selection
3 min read
Before you take the first step to implement your new ERP solution, make sure you’re building on the right foundation. Most ERP failures happen for preventable reasons – many of which are tied to lack of buy-in within an organization or having the wrong implementation vendor on board.
While moving to cloud-based HR and payroll offers significant advantages, bringing too much baggage will make the process more complex and less efficient.
Follow these steps to ensure you get the most from the cloud with your HR and payroll functions.
Dynamics GP
3 min read
You lock down your systems, train your employees and implement internal and external checks and balances. But how do you proactively protect against fraud that targets your bank accounts? The answer is simple: Implement and start utilizing Microsoft Dynamics GP SafePay.
5 min read
What’s more, several things have changed from Dynamics AX 2012 to Dynamics 365 (D365). This blog will cover the basics for getting started using the data sharing feature in both versions, with a short guide on how to set it up.