How to Track Cash Flow in Dynamics NAV Are you looking for a better way to analyze the cash in your organization? Then take a look at the Cash Flow features available in Microsoft Dynamics NAV 2017. The Cash Flow module in Dynamics NAV allows you to analyze your cash position, integrating data from the [...]
Gillette Children’s wins Boyer’s donation contest Boyer & Associates recently donated $200 to Gillette Children’s Hospital following a contest that featured three of our Midwest nonprofit clients. The contest took place at the Minnesota Council of Nonprofit’s Communications & Technology conference last month. The event featured more than 700 attendees and dozens of exhibitors at [...]
Standard Configurations of New Company Setup in Dynamics 365 for Financials: Part 2 Standard Assisted Setup Review — Additional Configurations Yesterday I showed you several standard configurations that are set up automatically when using the standard assisted setup tools to create a New Company in Dynamics 365 for Financials. Today's blog covers even more configurations that are set up automatically. [...]
Standard Configurations of New Company Setup in Dynamics 365 for Financials Standard Assisted Setup Review of Configurations In my last blog, Assisted Company Setup in Dynamics 365, I reviewed the prompts involved in creating a new Dynamics 365 for Financials Company using the standard assisted setup tools. This blog will outline some of the many configurations that are set [...]
Reports get new look, updated feel in SL 2015 If you’re still using Microsoft Dynamics SL 2011, you’re missing out on some great features available in SL 2015. Here are just a few of the features specifically in regards to reports: Reports can easily be emailed as attachments during print preview. Quick Query searches can [...]
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. [...]
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 [...]
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 [...]
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 — [...]
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 [...]
