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GP SmartList Quick Tip: Changing Display Columns

By |July 26th, 2016|Blog, Microsoft Dynamics GP|

Have you ever wanted to change the name of a column in a Dynamics GP SmartList? Perhaps instead of “Customer Name” you would like the export to show “Client Name,” for example. It is very easy to change the names of columns as well as the order of columns as they appear on your SmartList. [...]

Search Smarter, Not Harder With GP SmartLists

By |July 19th, 2016|Blog, Microsoft Dynamics GP|

Using SmartList Builder in Dynamics GP Microsoft Dynamics GP SmartLists have always enabled users to organize and display data from the accounting system in a way that makes sense to them. Users can search records according to specific criteria to show exactly what data they need to see. SmartList Builder in Microsoft Dynamics GP 2010 [...]

Quick Start Tips: Windows PowerShell ISE

By |July 19th, 2016|Blog, Microsoft Dynamics NAV|

Quick Tips to Getting Started with Windows PowerShell ISE for Dynamics NAV I wish I had access to some quick start tips when I first started learning how to use Windows PowerShell ISE to administer Microsoft Dynamics NAV. With that in mind, this blog offers some quick tips to get you started. From here on [...]

Three Taxing Processes to Automate in Dynamics

By |July 12th, 2016|Blog, ERP Events|

Three Ways to Simplify Sales Tax Compliance in Microsoft Dynamics Sales tax compliance within Microsoft Dynamics is a huge pain. The rates and rules vary greatly across more than 12,000 different taxing jurisdictions, and they are constantly changing to help fill in the gaps of state budget deficits. Plus, despite all the hard work you might [...]

Sort Data Faster, Smarter With Our Custom Solutions

By |July 12th, 2016|Blog, Microsoft Dynamics GP|

Do you ever have to output financial information with GP SmartLists and then go through the same manual efforts in Excel? Perhaps you need to export to Excel to filter out certain groups (such as top customers) or sort data (largest dollar amount to smallest dollar amount, for example). This is a typical headache for [...]

Mass Updates in NAV RapidStart Steps 9, 10 & Done!

By |July 12th, 2016|Blog, Microsoft Dynamics NAV|

Hello and welcome back to our last blog post on RapidStart services in Dynamics NAV. If you’re still following the complete 10-step process, all we have remaining today is to test the new and changed records for production. This can be done either through visual inspection or analytical comparison. Let’s take a quick look at [...]

Create New Records in NAV RapidStart Part 2

By |July 7th, 2016|Blog, Microsoft Dynamics NAV|

Validating New Records in NAV RapidStart Follows Same Process As Mass Updates Hello and welcome back to our series of blogs on RapidStart in Microsoft Dynamics NAV. Today we are going to review steps 6-8 as they apply to new records. We will import our Excel file into NAV, validate it, resolve any errors and [...]

Close the Books in Minutes with Dynamics GP Reconciliations

By |July 5th, 2016|Blog, Microsoft Dynamics GP|

Performing Daily Bank Reconciliations in Dynamics GP Speeds Up Month-End Closing The beginning of every month is an exceptionally busy time for accountants as they try to close the books for month end. Many companies feel good when they close their books in a couple of weeks. For other companies, the process can take five weeks [...]

Create New Records in NAV RapidStart

By |June 29th, 2016|Blog, Microsoft Dynamics NAV|

Adding New Records in NAV RapidStart Follows Same Process As Mass Updates Hello and welcome back to our series of blogs on RapidStart in Microsoft Dynamics NAV. For this week’s blog, we’re going to take a short detour to add new items to the Item Card. Adding new records is similar to performing a mass [...]

Dynamics SL: ‘In’ Function Made Easier

By |June 28th, 2016|Blog, Microsoft Dynamics SL|

Dynamics SL Tip Makes Using the 'In' Function Fast and Easy It can be difficult for Dynamics SL users to remember how to use all the different operators available in the Dynamics SL ROI screen. ROI stands for Report Operations Interpreter and is simply the screen you see immediately prior to running any non Management [...]