**Please note** 2014 was the LAST year end update for GP 2010…end of tax / updates is October of 2015…if you are on GP 2010, you will need to look at upgrading and planning. Please contact us for further assistance
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 with all processes, they are bound to change, but the more detail you have […]
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 and Process services in Configuration Console. Restore Management Reporter database on the new SQL Server. Run script provided by […]
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 the invoice in GP was tied to a product in GP. Even if […]
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 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 […]
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 […]
Dynamics GP users may experience an issue with workflow emails not functioning. The Test Email will work, but the actual workflow does not initiate the email to an intended recipient. When sending the email, Dynamics GP relies on Active Directory account information. The Active Directory user maintenance screen must have an email address field entered […]
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 webinar to get educated about integrated document management and the ROI […]