Ah….summer
is here and its effects are palatable. The days are longer, cold beverages are
plentiful and much needed vacations are just around the corner. While most
people escape to enjoy the fun activities this season has to offer, for others,
the escape is from the stresses that can accompany certain dreaded work tasks.
This
can be especially true for Dynamics users and administrators who spend their
time manually plugging away to maintain data integrity in their Dynamics®
solutions and/or those who work tirelessly to string together reports and
metrics to extract some semblance of insight into their systems.
This fabulous summer season, we aim to help
with all of that and grant Dynamics users everywhere a permanent vacation from
their data and reporting woes:
It’s time to take a permanent vacation from…
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Manually combining companies in Dynamics GP: Any GP user managing
multiple databases will tell you that it isn’t a picnic– it can be quite a
nightmare for everyone involved and takes loads of time away from other useful
business activities. Company Combiner allows users to
change the setup of their Dynamics GP in order to combine multiple companies
into one. In a snap, reporting and analytics is more accurate, managing the
system is so much easier, and users can take off early for some time by the
pool.
Manually Validating Projects in GP Project
Accounting: GP
Project Accounting users no doubt see red when they see this little treat of a
message: “Sorry, This account Override doesn’t exist’’ (we added the sorry).
This little error wastes time for anyone trying to validate the project
accounts in their PA module. What if we told you this never has to happen
again? GP users can now use PA Tools to validate projects
– making the management and ongoing maintenance of Project Accounting a walk in
the park.
Pulling hundreds of views & reports in
Dynamics CRM and still not getting what they need: Here are some common
requests asked by executives that leave CRM users and administrators mentally planning
which views and custom reports they will need to run and string together for
hours:
‘What has been the consistency of sales
activities this quarter?’
‘How have support cases aged over the last 6
months?’
‘How has the quality of leads changes since
last year?’
And
these are just a few of the real-world insights that are needed in order to
make good business decisions and yet…they are incredibly difficult if not
impossible to extract using native Dynamics CRM views & reports. Well, now
there is Trend Miner. An out of the box historical trend
analysis and business intelligence dashboard tool for Dynamics CRM. Now, users
can skip out early for the beach while trend miner scours and displays trends
and insights in their Dynamics CRM data – no views required.
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Working around existing GP GL Structures: GL structures
established at the dawn of time might have been great back then, but are likely
causing headaches for anyone trying to work around them now that needs have
changed. CRGroup offers easy to use add-ons for Dynamics GP that can
drastically improve existing GL structures. AA
Tools,
Changer, and Re-Formatter exist to help you
restructure your chart of accounts and say adios to work-arounds. In fact, if
you haven’t already watched, we urge you to check out:
Piecing together data in Dynamics GP to
extract insight:
Umm…uhhh…hmm…sigh. No wonder GP users need a break, these sounds, brought on by
trying to pull insightful cross sectional reports in GP, would have anyone handing
in their request for time-off. Fear not, once again we have a solution for
that. QuickCubes provide easy-to-use,
pre-built analysis services cubes that deliver analysis-ready data. Access data
from the General Ledger, Accounts Payable, Accounts Receivable, Inventory and
Sales and with
the click of a button, explore, examine and analyze the data with Microsoft
Office Excel or any other analysis tool of your choice.
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