In the Community section of the Dynamics SL site, there is a nice Quick Query video. It is under 8 minutes long but provides much of the training you may not have had time for when you worked through your upgrade from Dynamics SL version 7 to Dynamics SL version 2011.Some of my favorites that are demonstrated here are the ability to attach and view Word documents, as well as images from a simple query. The video also shows how you can link to a Sharepoint site so you don’t have 2 copies of the same document uploaded to two different sites. You can also use Windows Explorer to link your documents to a shared drive by dragging your documents to the attachment screen. You can change the names of the queries to make the views or data … [Read more...] about Quick Query Video and Quick Query Editor Thoughts
Boyer & Associates Named Top VAR to Watch by Accounting Today
After thoroughly examining several cloud-based vendors by attending their training classes, Boyer & Associates decided that focusing on Microsoft Dynamics was clearly the way to go. We thought about “the focus factor” and discussed it internally. The reason I bring this up now is because I believe it is the focus on Microsoft technologies that has helped us reach this point where Microsoft and the media is noticing how much we have improved in a short amount of time.Partners focused mainly on making money on the initial sale have also “diversified” which to Jack Boyer means “diluted” the strength of their consulting teams. There are too many modules for most individual consultants to assist clients competently with more than one … [Read more...] about Boyer & Associates Named Top VAR to Watch by Accounting Today
Boyer & Associates Named Top VAR to Watch by Accounting Today
Boyer & Associates Named Top VAR to Watch by Accounting Today’s 2012 Top 100 VARs Report August 1, 2012, Minneapolis, MN --- Boyer & Associates, (Boyer) a Minneapolis-based provider of business management solutions for mid-sized businesses, was named to Accounting Today’s VAR 100 list for 2012 as a Top VAR to Watch. The top VARs are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software and the selection is based on annual revenue generated by each reseller. "We are excited to be recognized as a Top VAR. Focusing on Microsoft Dynamics has its benefits as Microsoft is a great partner in terms of creating and maintaining quality products. We are delighted … [Read more...] about Boyer & Associates Named Top VAR to Watch by Accounting Today
Dynamics GP Collections Management
When attempting to discuss the value behind upgrading from the Business Essentials (BE) series of modules to the Advanced Management (AM) series of modules, it is often difficult to persuade clients to move up from one to the other. The Business Essentials option after all, offers an incredible array of useful modules such as General Ledger, Payables Management, Receivables Management, Management Reporter for financial statements, bank reconciliation and even the main parts of the distribution series such as sales order processing, inventory and purchase order processing.The project accounting in Dynamics GP is useable but certainly not the best module in Dynamics GP. A client would need to upgrade from BE to AM to get this module. This … [Read more...] about Dynamics GP Collections Management
Dynamics GP Debugging Tool
Customers with more than one company like the ability to create color schemes for each of their companies. With color schemes, they are able to tell with just a glance, which company they are logged into. This can help avoid keying the data into the wrong company. No development work is required. You can see the options and their impact below.For more and better information about this Debugging Tool, please take a look at this additional blog topic for more and better details. The author of this post we are linking to even has knowledge of GPA-the DOS version of Dynamics GP from 20+ years ago. The linked to post has an even more detailed link for those of you that love getting into supporting your GP sites either as a consultant … [Read more...] about Dynamics GP Debugging Tool
Dynamics GP-Displaying Negative Values with SmartList Builder
Have you ever wanted to or needed to display a Sales Order Processing (SOP) report, or any other report created in Smartlist Builder, with a negative amount? In the below example used with the Sales Order Processing module, the user wants return documents to show as negatives and sales to display as positive amounts.It is easy to create a calculated field or set the field options to do that.First, open Smartlist Builder. Second, select the table the column is in Third, and finally highlight that column and click the expansion arrow next to the Display Name. You should see the window below:Select the Negative Values tab. Check the ‘Display as negative based on field’ checkbox. In the Tables drop down list, select a table that … [Read more...] about Dynamics GP-Displaying Negative Values with SmartList Builder
Dynamics GP Event Exceeds Expectations
Earlier this month we held our annual Dynamics GP event for our clients at the new Microsoft Technology Center here in Minneapolis, MN-or Edina, MN to you locals. The event surpassed last year's attendance by 14 people. Last year we had 37 attend and this year we had 51. I’m especially pleased with the turnout since last year clients were eager to upgrade to Dynamics 2010 being that the software had been out for year. This year there were only a few service packs and a feature pack to discuss as new-yet more people attended. We were able to show some of the web renderings of popular screens such as Accounts Payable Transactions-which should be coming with Dynamics GP 2013.Debra Edlund-Lopez added some key thoughts that I will blog about … [Read more...] about Dynamics GP Event Exceeds Expectations
Boyer & Associates Named 2012 Top 100 VARs Winner
June 12, 2012, Minneapolis, MN --- Boyer & Associates, (Boyer) a Minneapolis-based provider of business management solutions for mid-sized businesses, was selected a winner of the 2012Top 100 VARs by Progressive Media Group’s Bob Scott’s Insights (www.BobScottsInsights.com). One hundred resellers from across the U.S. are selected each year for this honor and this is the third consecutive time Boyer & Associates was named to the list. The Top 100 are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning and accounting software. The selection is based on annual revenue generated by each reseller.Boyer & Associates sells, implements and supports several Microsoft Dynamics ERP … [Read more...] about Boyer & Associates Named 2012 Top 100 VARs Winner
Dynamics SL Event Exceeds Expectations
Yesterday we held our annual Dynamics SL event for our clients at the new Microsoft Technology Center here in Minneapolis, MN-or Edina, MN to you locals. The event surpassed last year's attendance by 6 people. Last year we had 50 attend and this year we had 56. I’m especially pleased with the turnout since last year Microsoft released Dynamics SL 2011 (thank you Captain Obvious), and this year there were only a few service packs and a feature pack to discuss as new-yet more people attended.Debra Edlund-Lopez added some key thoughts that I will blog about next week with regard to Windows 8 as well. Debra has a lot of energy and does a nice job of discussing integration points between Dynamics ERP products and the rest of the Microsoft … [Read more...] about Dynamics SL Event Exceeds Expectations
The Timecard Dilemma with Dynamics SL
Those of you that use Dynamics SL for Professional Services work tend to love Dynamics SL’s project series. There are very few bothersome areas since the modules cover in good depth some of the most important things to you-Utilization? There’s a module for it. Flexible Billings, there’s a module called “Flexible Billings”. Time and Expense entry and approvals-yep, you guessed it-there’s a module for it that allows you your choice of a rich client or a web client. There is a transaction creator module called “Project Allocator” that creates billable transactions from: timecards, expense reports, vendor purchase orders turned ap vouchers…even journal transactions.Project Allocator appears to be designed into the product from the beginning … [Read more...] about The Timecard Dilemma with Dynamics SL
