Project Management Aids ERP

By |August 30th, 2016|Blog, Integration|

5 Ways Project Management Aids ERP What You Can Do to Help Your Project Succeed While the definition of success on a project is different for each organization, there are some actions that any company can take to help the project succeed. In addition to benefiting from the expertise of a skilled project manager, here [...]

Knowing Risks Benefits ERP Projects

By |August 23rd, 2016|Blog, Integration|

Planning for Risks Benefits ERP Implementations Boyer & Associates’ new project manager, Beth Steinkopf, is helping us better manage our clients’ ERP implementations. Last week we discussed how her past experience is already helping our clients. This week Jack Boyer asks Steinkopf how early project management can get your ERP implementation off to a great start. [...]

Project Management Affects ERP Projects

By |August 16th, 2016|Blog, Integration|

How Project Management Affects ERP Implementation Boyer & Associates recently hired a new project manager, Beth Steinkopf, to help provide better management of our clients’ ERP implementation projects. Jack Boyer sat down with Steinkopf to discuss how her background as a PM helps clients who are in the process of updating their ERP or accounting [...]

Who Did It? Tracking Changes in Dynamics GP

By |August 2nd, 2016|Blog, Microsoft Dynamics GP|

Sometimes you just need to know who entered a transaction into your Microsoft Dynamics GP system. As you may have already noticed, GP has no standard window to show who entered a particular transaction. However, most of the transaction tables in the GP database do have a field for the “User ID.” This field shows [...]

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 [...]