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Automatically translate knowledge articles
Knowledge Management in Microsoft Dynamics CRM 2016 lets you create knowledge articles in one language and translate them into other languages. Having your knowledge articles available in the...
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Basic request for quotation process
There is a good amount of functionality in the procurement and sourcing module in Dynamics AX. One areas that isn’t often used is the request for quote. Even if you don’t do formal quoting...(read more)
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The Benefits of CRM Integrated versus Stand Alone Project Management Software...
The truth is, CRM systems are limited when it comes to managing sales-related deliverables.Customer relationship management (CRM) software systems are invaluable at doing what the name suggests:...
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Nonprofit Accounting Software: Which One’s Right For You?
Choosing the right accounting software for your nonprofit organization can be confusing. There are so many choices, each with helpful out-of-the-box features and customizable options. How do you...
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Boost Efficiency with AP Automation
Managing businesses with multiple locations can be difficult. In order for a multi-entity business to run efficiently, streamlining the Accounts Payable (AP) process is a necessity. For operations to...
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Get Creative with Microsoft Dynamics CRM
In 2013, SalesLoft reported that Microsoft CRM had only 43% of its users utilizing their CRM software to its full potential, which is a lot of users! Regardless of your industry, Microsoft Dynamics...
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Navigating Contract Management in Key2Act (formerly WennSoft)
If you have just started utilizing Contract Management from Key2Act (formerly WennSoft) it’s important to familiarize yourself with the functionality and location of information.Because one customer...
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#GPUG Webinar: Why is the Support Debugging Tool/GP Power Tools so Amazing?
After the huge success at the GPUG Summit 2015 conference, Beat Bucher MVP and I will be presenting an encore performance of our GP Power Tools (GPPT) session as a webinar. Even though the session...
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Management Reporter 2012 DataMart Integration Can’t Be Removed
All of us who struggle with uncooperative DataMarts know the problems they can sometimes have. One of the tougher issues to encounter include mistakenly deleting the ManagementReporterDM from SQL...
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Looking for Customer Portal for Microsoft Dynamics CRM?
Complete Dynamics CRM Customer self-Service PortalProvide clients with a self-service customer portal to submit new cases, view the status and progress of cases managed in CRM, view orders and...
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Get Your First Look at Dynamics GP 2016 at Amplify, Hosted by GPUG
This May 23-25, get your first look at Microsoft Dynamics GP 2016, participate in the dialogue with Microsoft on future versions of Dynamics GP, and learn from Dynamics GP experts to improve your...
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PaperSave Expands OCR Functionality for Microsoft Dynamics SL Users
Using Dynamics SL with PaperSave just got better.PaperSave (www.papersave.com), a leading document management software, announces a significant enhancement for Microsoft Dynamics SL users. Using...
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Women Lack Visibility at Microsoft Envision
On March 8th we celebrated International Women’s Day, a day that has been recognized annually since the early 1900s. On this day, women from all around the world are encouraged and saluted for their...
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Replacing the root node on eConnect Requester GetEntity XML
By Steve EndowIf you are reading this, and if you actually understand the title of this post, you have my condolences, because it probably means that you are going through the punishment I'm currently...
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AX7 T&A: Planned absence
For long term absence and vacation planning I would recommend doing the absence registration as early as possible. To create absence for a worker you can click the menu item as shown below: You...
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CRM2016 Unable to get property ‘ClientVariables’ of undefined or null reference
When I tried to open a Task in the Activity inside CRM2016 I have a blank screen . Problem In javascript I have error on Unable to get property ‘ClientVariables’ of undefined or null...(read more)
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Smartlist Designer Tutorial – Alta Vista Technology
Follow our step-by-step tutorial for using Smartlist Designer in Microsoft Dynamics GPAlta Vista Technology has a nice Smartlist Designer Tutorial The post Smartlist Designer Tutorial – Alta Vista...
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The One Free Microsoft Dynamics CRM Online Tool Your Sales Team Needs to...
Does your sales team struggle to find current company and contact information for prospecting? And maybe you don’t have the budget to subscribe to Hoover’s or Dun & Bradstreet services. Well if you...
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What Content will be at GPUG Amplify?
I've been getting requests about what sessions there will be Amplify. The content plan is not complete yet, but I am working with Bob McAdam from GPUG to finalize it soon.Bob did a great blog post...
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CRM Composite Fields
In Microsoft Dynamics CRM 2013 a new field type of composite field came out. This is a single field that appears on for form but when you click into it it pops out with multiple fields. They look...
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