Blog

/Blog/

Multi-Company Benefits of Dynamics SL

By |February 21st, 2017|Blog, Microsoft Dynamics SL|

Dynamics SL 2015 boosts multi-company features If your business operates more than one company in Microsoft Dynamics SL, an upgrade to 2015 is a must. As of 2017, tax updates will no longer be available for SL 2011. However, the 2015 version has some added features that will make it worth the effort of upgrading. [...]

Comments Off on Multi-Company Benefits of Dynamics SL

Set Up New Company in Dynamics 365

By |February 21st, 2017|Microsoft Dynamics 365|

How to Set Up a New Company in Dynamics 365 for Financials Follow these five steps to set up a new company in Dynamics 365 for Financials: After logging into your Dynamics 365 for Financials instance, search for and open the Companies page. Click the New button on the Ribbon. Assign a Name to the new Company. Note: After you [...]

Comments Off on Set Up New Company in Dynamics 365

Dynamics SL 2015 Financials Improve

By |February 14th, 2017|Blog, Microsoft Dynamics SL|

User suggestions enhance SL 2015 Financials Microsoft is proud of the fact that it accepts user suggestions on improving products, and rightly so. This willingness to accept constructive criticism means a better overall product that gives consumers what they want and need. Microsoft Dynamics SL 2015 is no different. The enhancements on the Financial module [...]

Comments Off on Dynamics SL 2015 Financials Improve

Add a Three-Dimensional Chart in NAV

By |February 7th, 2017|Blog, Microsoft Dynamics NAV|

How to Build a Three-Dimensional Chart in Microsoft Dynamics NAV Last week's blog on Creating Advanced Charts in Dynamics NAV dealt with two-dimensional charts, but you can also add a third dimension. Select one Amount and one Dimension from the lower right as before. Then select another Dimension from the lower left-hand corner.  Here we have a chart that shows Sales Order Amount by Salesperson and State:  If you left click on the chart, you can [...]

Comments Off on Add a Three-Dimensional Chart in NAV

Vendor Expenses in Dynamics 365

By |February 7th, 2017|Blog, Microsoft Dynamics 365|

How to Record Vendor Expenses in Dynamics 365 for Financials There are a couple of options for recording vendor expenses in Dynamics 365 for Financials: (1) use Journals or (2) use Purchase Invoices along with Service Items. That said, I think only the Purchase Journal method makes sense. I'll clarify why below. Option 1 — [...]

Comments Off on Vendor Expenses in Dynamics 365

Top Features of Dynamics SL 2015

By |February 7th, 2017|Blog, Microsoft Dynamics SL|

Top features we love about the latest version of Dynamics SL We know, we know. You don’t want to upgrade. Implementing Dynamics SL 2011 was no simple task, and you finally have the software working just the way you want it. Why would you change now? Well, for starters, as of 2017 tax updates are [...]

Comments Off on Top Features of Dynamics SL 2015

What Is Your Company’s Social Impact?

By |February 1st, 2017|Blog, ERP Events, Nonprofits|

Learn how to maximize your company’s social impact at free event Feb. 16 The February session of our Making Businesses Better series will be on Social Impact, featuring special speaker Leah Goldstein Moses of The Improve Group. She will share her expertise on how to better your business through a clear strategy for social impact. What are your social [...]

Comments Off on What Is Your Company’s Social Impact?

Goodwill: Workers in the Workforce

By |January 31st, 2017|Blog, Nonprofits|

Goodwill Helps Reduce Unemployment, Carbon Footprint If you’ve lived in Minnesota for any length of time, you’re likely familiar with Goodwill stores. Perhaps you shop there because you enjoy getting a good deal. Maybe you donate extras because you hate to throw away perfectly good items. Did you know that every time you shop or [...]

Comments Off on Goodwill: Workers in the Workforce

Create Advanced Charts in Dynamics NAV

By |January 26th, 2017|Blog, Microsoft Dynamics NAV|

How to Create Advanced Charts in Dynamics NAV Microsoft Dynamics NAV has many pages with list views: Customers, Items, Vendors, Sales Orders and Purchase Orders, to name a few. However, it can be useful to have a quick visualization of some important business metrics without having to filter the list data. Today, you’ll see how [...]

Comments Off on Create Advanced Charts in Dynamics NAV

NAV Custom Document Layouts

By |January 24th, 2017|Microsoft Dynamics NAV|

How to set up custom document layouts in Dynamics NAV Did you miss this great 2016 feature of Dynamics NAV? Every time Microsoft releases a new version of one of their premier Dynamics solutions, they pack it full of helpful features. Sometimes, it’s hard to keep track of all the new little tidbits that are [...]

Comments Off on NAV Custom Document Layouts