Month: <span>May 2016</span>

Merging Duplicate Records in Microsoft Dynamics CRM

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

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 […]

OLE Notes Window in GP Not Appearing

In a terminal server environment where GP is deployed as a remote app, and users have dual monitors, the notes window may be hidden.  Someone may have launched the notes window and moved between monitors or sized it differently within their session.  GP or Windows is remembering the position and size.  When another user is […]

Altec Webinar Recording

Did you miss our Altec webinar? Check out the recording below! Do these situations sound familiar to you? Too much paper, convoluted access to documents, and/or no control over day-to-day processes and time? The concept of business productivity can become a reality by adopting a document management initiative and automating age-old paper practices. Join this […]