Each year we hold a client event for both our Dynamics GP  and Dynamics SL clients and event the attendance continues to grow This year the events are being held on May 15 (Dynamics SL) and May 22 (Dynamics GP) at the Microsoft Technology Center in Edina, MN.

Now our Dynamics GP consultants  may rightfully be able to claim a good part of the success on the Dynamics GP side, but both sessions (GP and SL) equally draw great interest from attendees.  So why do they keep coming back for more? Here are   my five top answers to why more and more people attend these Microsoft Dynamics ERP events each year.

1. 50 Tips in 60 minutes

Most users like to learn better ways to do their work. There are always new features and functions of the products and we love sharing our best tips to help our clients be more productive and successful with the products.  

2. Sharing Best Practices with Other Dynamics Users

Like everything in life including software, nothing is perfect.  Attendees love having the opportunity to mingle with other firms within their industry or a related industry that have similar challenges.  Nothing is better than hearing how someone overcame a problem and how the software worked for them. Some clients ask for a customization, some build a small screen with only a few fields that does the job better thenimport that data, some create a process that minimizes the software’s shortcomings. In addition, the Boyer staff knows what is coming in the next versions as well to help minimize potential customizations that will either not be needed at all in the future or minimize the need for one.

3. Free Lunch, Free Consulting

“If it’s free it’s for me!” is the motto of many accountant-type people.  Knowing this and to some extent being this, we’ve made the event free for Dynamics SL and Dynamics GP users.  We know it helps increase the attendance and make people feel better about paying for their maintenance plans each year.  Many clients consistently attend this Spring event and our year-end closing events in December.  Please make this part of our annual routine to attend both.  There is no fee for either.

4. 3 Slides in 3 Minutes from Best Dynamics Independent Software Vendors

The Dynamics products have tremendous platforms and the Microsoft brand.  This is why so many independent software vendors have written products to integrate with them and extend the value of the products. For example, The Requisitions module in Dynamics GP is good, but if you want to see something that is great -come and see some excellant add-on tools.

5. Visit with Boyer Team and Get Questions Answered

Nothing is better than meeting face-to-face. And, for those of you on the Dynamics SL side especially, perhaps you’ve never met the person you rely on for support consistently.  Now’s the time-Carpe Diem.  Both Boyer Dynamics SL and GP teams will attend these events and would love to see you make it.

What are you waiting for? Join us on May 15 and May 22 for Boyer’s Annual Microsoft Dynamics GP and SL User Group events.

Click here for more details and to register.

Minneapolis – April 25, 2013 — Boyer & Associates, (Boyer) a Minneapolis provider of business management ERP solutions for mid-sized businesses announced today that it will be hosting two Microsoft Dynamics ERP client user group events for Microsoft Dynamics SL and Microsoft Dynamics GP users on May 15 and May 22 respectively.

The free events, open to Boyer clients and non-clients, will be held at the Microsoft Technology Center in Edina, MN from 8:30 a.m. – 2:00 p.m.Attendees will have an opportunity to see the latestMicrosoft Dynamics ERP products, learn about new versions and releases, see innovative ISV add-on solutions, and network.

“We are excited to be hosting these events once again this year. Users of Microsoft Dynamics GP who are looking to learn more about the latest Dynamics GP features, should attend this event. It’s a great opportunity to learn about what new features are available in GP 2013and what it can do for their businesses. For our Microsoft Dynamics SL clients, we will be highlighting specific SL product tips and best practices to help users increase their product proficiency and overall productivity. We’ll also review some tips for using Management Reporter 2012, the new Microsoft financial reporting and analysis tool,and highlight some great add-on tools for both products,” said Jack Boyer, President of Boyer & Associates.

For more information or to register for the events, click here.

If you have a support issue that needs attention, we will work to make sure your problem is resolved quickly and that your expectations are met. To help accomplish this, we recommend you review the following tips to help speed up the process before you contact us:

1. Before reaching out to us, try rebooting the workstation. Errors are sometimes resolved by doing this so always try that first.

2. If issue persists, here are some ways to define the problem in detail to the support staff:

a. Provide error number

b. Screen shots

c. Steps to recreate issue

d. Any environment changes

3. Send defined problem to slsupport@boyerassoc.com for Dynamics SL support and gpsupport@boyerssoc.com for Dynamics GP support.

Once the problem is defined, as a Microsoft Gold Partners in ERP, we do have two different ways to resolve the issue. Using our knowledge and Microsoft resources to help solve the issue, we will either document the resolution in email form so you can resolve or we can remotely log into your environment and work on the workstations/servers to resolve the problem. If we discover that the issue is a bug in the software, we will start a case with Microsoft Support and start the process of a hotfix to be written.

Our goal is to keep our clients happy and providing superior support for your Dynamics GP and Dynamics SL systems…  We have decades of experience and Microsoft resources to use. For further product knowledge, be sure to sign-up to receive our product newsletters and plan to attend one of our upcoming client events in May.

• Microsoft Dynamics SL Client Event 2013 – Wednesday, May 15, 2013 8:30 AM CST
• Microsoft Dynamics GP Client Event 2013 – Wednesday, May 22, 2013 8:30 AM CST

We offer ERP evaluation “Shoot-out” style events for those reviewing multiple Dynamics ERP products. The next ERP Shootout event is scheduled for this June.

Jon Augdahl from the Boyer & Associates staff recently implemented in-house payroll in Dynamics SL for a large client with more than 2,000 employees. Implementing a payroll module can be tricky if it’s not correctly, fortunately this was a quick implementation that was completed in just a couple of months., We wanted to sharea few things that Jon learned, and some tips that might help you if you decide to implement an in-house payroll system:

1. Staff – make sure that you have adequate staff to get you through the first month or two on the new system, and the last month on the old system. Payroll is the one module where making mistakes can be catastrophic. There will be many changes during a payroll implementation.  Data entry screens will be different, master records and maintenance of those master records will be different. The process itself will be different. These changes alone will probably mean that the payroll staff will be putting in a few extra hours during and right after the go-live date. Communicate this change and listen to the staff. If you choose a go-live date that is aggressive, make sure you have a backup plan for staffing.

2. Change Management – if you’re considering changing to a new system, there is probably a reason. Sometimes it  is financial. Sometimes it is just logical. Sometimes systems force change. Whatever the reason, make sure that you have a plan for communicating that change, what that change is going to mean not only to the payroll staff, but to the employees, and to the management of your organization. Normally there will not be any change to the employees getting payroll checks or EFT payments, but it is still a good idea to communicate to the employees that a change is going to happen. Include a reason why you are changing when communicating. A payroll check is a very personal thing, and changing anything about when or how calculations are made can make employees nervous. Every payroll system calculates things a little differently, so make sure you communicate to the employees about rounding, and about anything else that “might” change on their payroll check.

It is also very important to have consistent communication to and from management. If management has agreed that this change should occur, make sure that management communicates in a positive manner to all employees. The last thing that a payroll department needs after a go-live is to get bombarded from employees with complaints.

3. Data Conversion / Migration – this is the biggest part of implementing a new payroll system. Determining how to configure the new payroll system is the fun part, and probably the easy part of implementing. The messy and hard part is converting the data from the old system to the new system. All payroll systems are not created equal, so just because you might have earnings codes set up one way in your “legacy” system, doesn’t necessarily mean that you will want to set them up the same way in the new system. The same is true with deductions, taxes and benefits. Make sure you have a plan for how you are going to get data out of your “legacy” system, and what rules you need to apply to that data to get it into a format that you can use to import into your new system. Start working on this early in the implementation because you don’t want to run into conversion “gotchas” the day before going live.

4. Data Conversion (part ) – If you are converting to a new payroll system at any other time besides January 1, we would advise you to import your Quarter to Date and Month to Date information for the current year prior to going live, if at all possible. During the implementation described above, we did not do that. We ended up importing the first three quarters of 2012 payroll data in January of 2013, just in time to get the 941s and the W2s printed and sent. This did work, but we ended up having two stressful moments during the implementation, and that could have been avoided if we had imported the first three quarters at the go-live.

5. Configuration – If all organizations were startups, configuration would be pretty easy, because you could set up everything in payroll exactly the way you want to set it up without even thinking about how you are going to get the data that you need from your legacy system. Since most organizations are not startups, and data conversion must be considered, configuration is not always easy. That being said, I do recommend setting up the new system to take advantage of new features and functionality that your legacy system might not have had. Consider data entry, processing, and reporting and analytics with all of the decisions that you make during configuration. This is a great time to “fix” bad habits and broken processes.

We hope these tips are helpful to you. Should you have additional questions or would like to talk more about your Payroll options, feel free to contact us as we’d be happy to help.

March 28, 2013, Minneapolis, MN — Boyer & Associates, (Boyer) a leading provider of Microsoft business management solutions, has launched an ERP Quick Quote tool for potential accounting software buyers looking to gain valuable insight into what a company might spend as well as what is needed when implementing ERP software. Using the Microsoft Dynamics GP Quick Quote Tool available through Boyer & Associates, potential buyers can get a budgetary proposal instantaneously based on the parameters entered on the website. Just by answering a few questions, the tool provides prospective customers an easy way to find out if a Microsoft Dynamics GP system is within their budget.

“Whether a company is re-evaluating their ERP system or considering purchasing an ERP for the first time, the Microsoft Dynamics GP Quick Quote tool provides a reasonable ballpark cost that allows prospective customers to determine if it makes sense to go to the next step. It’s fast, simple, and yet able to give you a reliable estimate of the amount a new ERP system will run – including software licenses, maintenance fees and implementation, with deployment options and costs,” said Jack Boyer, President of Boyer & Associates.

While Boyer & Associates serves primarily the Twin Cities (Minneapolis and St. Paul) area, companies in any geography can use the Quick Quote tool to get ballpark pricing 24 hours a day, 365 days a year. Those interested learning more, can check out the GP Quick Quote Tool here or contact the ERP experts at Boyer & Associates for more details.

As you can see above, this nice HR module for Dynamics SL was created in the Dynamics SL toolset so minimal user interface training or integration is needed during the implementation.

The most important lesson that became apparent as our project was starting was the need for communication between Payroll and Human Resources. Like many organizations, this firm’s employees’ paychecks consist of inputs from both the payroll and HR departments. Even though the HR module contains many features that do not have an impact on payroll, making sure both departments were part of the decision making process helped both departments. Both could see the whole process and agree on the best decisions for their broader organization and not just their department.

The Dynamics SL ISV (Independent Software Vendor) HR module from Silver Brook Systems contains many features that may be above and beyond what is currently needed at your organization. Choosing which features to implement was key to focusing on the data migration and configuration needed. In addition, the stress and learning curve of the employees using the system was reduced by starting only with the processes they were familiar with. After the Payroll and HR staff became familiar with the software, new processes and additional features were implemented. This greatly reduced the risk of delays and errors on employees’ paychecks.

With the HR module comes specific settings to separate the duties of HR and Payroll and a synchronization process to keep the two modules updated. It was important to review which department was responsible for specific data inputs and processes to ensure that payroll checks were accurate.

The most important process was the synchronization of the HR module benefit elections to the Payroll module benefits. Developing a process for a deadline of any HR changes and timing of the synchronization prior to a payroll check run was an important lesson and contributed to the success of the implementation.

As with any new system or process, training was an important contributor to the success of the implementation we assisted with. The user manual, while detailed and useful, has far more information than most people have the time to read and will not contain information on any customizations that may have been done.

Creating a custom manual that highlighted only the features and processes that were being implemented was very useful to our client. A much smaller manual that was specific to the organization’s processes gave the Payroll and HR staff the feeling that learning the new system would not be difficult. We will remember this lesson for our next HR implementation of either Dynamics SL or Dynamics GP. As the users started to use the system a follow up training session was helpful in answering questions about those exceptions that are typical.

The Dynamics GP User Group (GPUG) is a place for users to share their experiences and learn more about GP. The group is made up of Partners and users who share the ambition of utilizing GP and all it has to offer. The community of users gets together remotely and face-to-face to share knowledge and best practices. Here are some of the key benefits of becoming a member of GPUG; the full list can be found at www.GPUG.com.

· Networking: The GPUG community of users gets together (remotely and face-to-face) through a myriad of conferences, virtual tools, and programs to share knowledge and best practices.

o Each region/chapter holds quarterly meetings where members can meet face-to-face to discuss their experiences using GP. They also include training sessions on different modules within GP.

o GPUG holds a yearly Summit where users can attend 100+ classes/seminars on GP modules and processes. Partners and third party vendors are also invited so users can get their questions answered.

· Webinars: GPUG holds multiple webinars monthly that teach users about certain areas within GP or modules.

· GPUG Bloggers Corner: Is a place where users can find blogs from experts/users/partners that are jammed packed with ideas, experiences and best practices.

· GPUG Academy: Offers online training from GP professionals that offer classes on how to improve your use and advance your business effectiveness with over a 100 different classes. There are also two certifications available currently for the GPUG Academy Certificate program which are Accounts Payable and Accounts Receivable; with more to be released in the future.

www.boyerassoc.com/blog

Below are the steps you need to follow as compiled by Jeff Larson, our Dynamics SL Environment specialist.  Jeff is creative and able to get even unsupported environments working together most of the time.  These steps will get Dynamics SL 2011 working on your new PC, Surface Pro or laptop.

Go to the desktop.

1. Open an administrative command prompt.
   1. Hold down the Windows key and the X key.
   2. Select Command Prompt (Admin) from the menu.
2. Type NET USE X: \\SERVERNAME\SHARENAME /PERSISTENT:YES

(Where X is the mapped drive letter used, and SERVERNAME is the server where Dynamics SL 2011 is installed and SHARENAME is the share for the Dynamics SL installation)

1. Switch to the mapped drive in the command prompt by typing X: and then press the Enter key

(Where X is the drive letter mapped in the step above)

1. In the command prompt type cd \Applications\SL\Wrkstn or cd \SL\Wrkstn depending on where the share is setup and press the Enter key.
2. Then type Setup and press the Enter key.
3. Follow the prompts during the setup as normal.
4. Reboot when complete.
5. After logging in again go back to the desktop.
6. Open an administrative command prompt again and perform step 3.
7. Close the command prompt by typing Exit and then pressing the Enter key.
8. Open a standard command prompt (Windows-X then select Command prompt)
9. Perform the step 3.
10. Exit the command prompt.

I hope this helps you get Dynamics SL working on your Windows 8 machine now.  If you struggle, you can email me at jboyer@boyerassoc.com.  I will get you in touch with someone here that can help you.

Warm Regards,

Jack Boyer, CPA (inactive), MCP

www.boyerassoc.com/blog

This post is about the slew of additional value that Microsoft is providing to its user base simply for paying your annual enhancement plan and transitioning to GP 2013.

The first thought that comes to my mind is that unlimited payroll users are free.  We had a client 3 years ago pay over $40,000 for payroll and HR.  Now most of the costs to making this transition are in paying us to setup their payroll.  Here in Minnesota more than in other places I’ve lived (Illinois, Pennsylvania) people avoid doing their own payroll and sub it out to services such as ADP and Payroll.  Most do this because it’s convenient, they don’t have to worry about filing taxes, and the justify it doesn’t cost that much.  …but now GP 2013 users will need to reconsider.

While ADP for example certainly offers more and better features than GP, our client from 3 years ago saves over $100,000 per year.  This client had over 2,000 employees.  Add on top of that no cost for payroll-just implementation services…and most would agree that they need to reconsider even if the thought of bringing payroll in house is not a favorite idea.

…so on to the useful facts.

Clients that currently own modular based Dynamics GP (Standard or Professional) and transition to GP2013 will receive additional modules that they would not need to purchase.

Clients that own Business Ready Licensing Business Essentials will now receive the following modules when they transition to GP2013, they would have had to purchase under their current plan.  In the “Starter Pack” they will receive Cashbook Bank Management, Electronic Reconciliation Management, Federal Magnetic Media, Human Resources, Payroll (US), Payroll Connect, Payroll Direct Deposit, Position Control, Extended Pricing, Time and Expense, Unlimited Management Reporter Designer User, Unlimited Management Reporter Viewer User, Connector for Microsoft Dynamics, and Modifier With Visual Basic For Applications.

Clients that are currently on Business Ready Licensing Advanced Management and transition to GP2013 will now receive the following modules:  In the “Starter Pack” they will receive Cashbook Bank Management, Electronic Reconciliation Management, Federal Magnetic Media, Human Resources, Payroll (US), Payroll Connect, Payroll Direct Deposit, Position Control, Extended Pricing, Time and Expense, Unlimited Management Reporter Designer User, Unlimited Management Reporter Viewer User, Connector for Microsoft Dynamics, and Modifier With Visual Basic For Applications.

Microsoft Dynamics GP 2013 Perpetual Starter Pack Functionality

Financial Management
General Ledger with AFA
Account Level Security
Cash Flow Management
Fixed Asset Management
Intercompany
National Accounts
Multicurrency Management
Analytical Accounting
Revenue/Expense Deferrals
Bank Reconciliation
Electronic Banking Suite
Safe Pay
Cashbook Bank Management
Electronic Bank Management
Electronic Reconciliation Management
Payables Management
Receivables Management
Customer/Vendor Consolidations
Lockbox Processing
Refund Checks
Grant Management
Encumbrance Management
Field Level Security
Process Server

Languages
Multiple Language Pricing

Business Intelligence & Reporting
Unlimited Mgmt Reporter Designer User
Unlimited Mgmt Reporter Viewer User
Analysis Cubes Library
Advanced Analysis Cubes Library

Human Resource Management
Human Resources Unlimited Employees
Payroll (US) Unlimited Employees
Payroll (Canada) Unlimited Employees
Payroll Direct Deposit
Federal Magnetic Media
Payroll Connect
Position Control
HRM Self Service Suite

Supply Chain Management
Invoicing
Sales Order Processing w/ Adv Invoicing
Extended Pricing
Order Management
Inventory Control
Bill of Materials
Purchase Order Processing/Receivings
Landed Cost
PO Generator
Requisition Management
Time and Expense

Workspace Collaboration
Unlimited Business Portal

Configuration and Development
Modifier with Visual Basic for Applications
Customization Site License
Integration Manager – Conversions
Connector for Microsoft Dynamics

In the “Extended Pack” GP 2013 clients will receive Distribution Suite,  Forecaster Unlimited, Manufacturing Suite, Project Accounting, Contract Administration, Service Call Management, Depot Management, and Preventive Maintenance.

Additional Functionality that can be purchased in addition to the Starter Pack and the Extended Pack are as follows:

Customization Pack includes Integration Suite and Customization Suite

SmartList Builder Pack includes SmartList Builder, Excel Report Builder, Navigation List Builder, and Drill Down Builder

Extended Human Resource and Payroll includes HR Advanced, Payroll Advanced, PTO Manager, and Benefits Self Service

That’s a lot of software…especially since the cost of your enhancement plan doesn’t change when you make this transition.  We look forward to helping our Twin Cities and surrounding state clients make this transition.

For additional exciting information about Dynamics GP 2013 please link here to Microsoft’s site.

March 5, 2013, Minneapolis, MN — Boyer & Associates, (Boyer) a leading provider of Microsoft business management solutions, today announced that Kristen Hosman joined the company as a Microsoft Dynamics GP consultant and Stu Clark as a project manager. Hosman is responsible for Microsoft Dynamics GP ERP implementation services and support for new engagements and existing customers. As project manager, Clark is responsible for managing and overseeing ERP implementation projects and services for Boyer.

“We’re extremely excited to have both Kristen and Stu on board. Their Microsoft Dynamics ERP product expertise, solid financial management skills and strong communication and collaboration capabilities, are a great asset to our organization. Their addition to our team will allow us to help further position Boyer as the leading provider of Microsoft Dynamics ERP solutions throughout the Midwest,” said Jack Boyer, President of Boyer & Associates.

Hosman brings to Boyer a broad financial management and Microsoft Dynamics ERP background with a focus on accounting. Prior to joining Boyer, she was an accountant with SMSC Gaming Enterprise in Prior Lake, Minn.She earned her bachelor’s degree in accounting and business from Saint Mary’s University of Minnesota and resides in Burnsville, Minn.

Clark has strong background in project management practices, having most recently worked at a marketing agency as project manager supporting multiple client engagements and new business efforts.  He earned his bachelor’s degree in science and a master’s degree in business from the University of Mary, in Bismarck, ND. Clark resides in Minnetonka, Minn.