Merging is available in CRM on accounts, contacts and leads. It allows users (with the right permissions) to select two records and merge the information contained in both records into one winning record. The losing record will be deactivated. When two records are merged, all the child records associated to the losing record will be […]
Financial Reporting for Non-profit Organizations with Dynamics GP By Opal Business Solutions Financial reporting has been the leading Business Intelligence process since the inception of analytics – and this is no different for non-profit organizations. If you’re using Microsoft Dynamics GP, you’re aware of the accounting system’s built-in financial report writing functionality. That said, several […]
In a terminal server environment where Dynamics GP is deployed as a remote app and users have dual monitors, you may encounter an issue with Dynamics GP OLE notes not appearing. This typically happens when a user opens the notes window, moves it between monitors, or resizes it within their session. GP or Windows remembers […]