Dynamics CRM- Email Account Owner on new Case

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The workflows within Dynamics CRM are a powerful tool to allow for non-programmatic activities to accomplish.  The first approach is to plan out what the expectations are for the customer and then to have a detailed flow of the process.  As…

Mastering the art of #sales #tax? Download the 2016 Sales Tax Survival Guide

The fine art of sales tax — and vice versa Repost from Avalara   In 2015, fine art sales amounted to a whopping $63.8 billion.  While this is nearly 5 billion dollars less than the art market’s all-time high in 2014, visual art…

GP2015 R2 not deploying all of the SSRS reports

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Encountered an issue where GP2015 R2 was not deploying all of the SSRS reports.  Performed the following to resolve it:    Cleared all the records from the DYNAMICS..syDeployedReports table.  Changed the execution timeout line…

Management Reporter Web Viewer Prints Only One Page

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If using the web viewer in Management Reporter, with the print destination set to the Screen, you may notice an issue where only the first page of a report will print. The issue reported in known by Microsoft and a software patch is necessary…

Migrating Management Reporter Database to New SQL Server

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  When migrating a Management Reporter database to a new SQL server, we followed the exact steps in KB 2744330. Backup Management Reporter on the old SQL Server. Remove the integration in Configuration Console. Remove the Application…

GP/CRM Connector - Invoices Only with Write-In Products

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In the middle of an implementation of CRM 2015, a client of ours expressed that they needed the invoices to come over into CRM from GP without Products.  We reviewed the connector and tried multiple attempts, but the invoices would fail if…

10 business events that could signal it's time to automate sales tax

Repost from Avalara The biggest barrier to companies automating sales tax is often inertia. Without a shake-up of the status quo, the de facto response is “why change?” or “I’ll get to it later.” It typically takes something significant…