Turning Heads at Convergence 2014 - Employee Performance Management for Dynamics GP & AX

Are you using Microsoft Dynamics® GP or AX Human Resources (HR)? Maximize your HR capabilities by adding powerful employee performance management!

The CRGroup Team recently returned from the 2014 Convergence Conference and Expo. It was a great opportunity for us to mingle with the Dynamics Community and catch up on the latest and greatest solutions for Dynamics.

CRGroup's award-winning performance management software, emPerform, was featured in our Booth and was responsible for turning a lot of heads because emPerform gives Dynamics users the best of both worlds - powerful performance management to augment their Dynamics HR module PLUS seamless integration with their Dynamics data.

One of our most frequent integration is with Microsoft Dynamics so we wanted to take this opportunity to explain how it works and what is possible for all of the Dynamics users out there:

Does Your Dynamics GP Chart of Accounts Need a Little Love?

We are just going to say what Dynamics GP users everywhere are thinking...sometimes our Chart of Accounts aren’t as loveable as they used to be. No one can predict exactly where and when the honeymoon will end but somehow over time, users tend to outgrow their current account structure and things just aren’t as rosy as they could be.

But the good news is that all is not lost. Fall head over heels for your GP Chart of Accounts once again!

4 Things Dynamics GP Users Might Want for Christmas

If Santa got out of the toy-making business for a few minutes and started paying some much needed attention to Dynamics GP users around the world – what requests might he get this festive season?

What would it be for you? If you could ask Santa for help with your Dynamics GP, what would you ask for? Based on our extensive experience implementing and maintaining GP, we have put together the ultimate wish list.

Four things Dynamics GP users might want this Christmas:

1.      Help restructuring their GP Chart of Accounts: Imagine sitting by a warm fire, sipping hot cocoa and enjoying the improved reporting, consistency, and simplicity that comes with 

CRGroup Tips & Tricks: How to WOW with Fiscal Period Tricks in Dynamics GP

Did you know that you can change the names of your Fiscal Periods in Dynamics GP?

HOW?

You can change the values under the Period Name column using the Fiscal Periods Setup window. It's easy!

1. Go to Microsoft Dynamics GP > Tools > Setup > Company > Fiscal Periods.

2. Click on Period 1 in Period Name column and change it to the proper period name, e.g., "Jan 2013".

3. Repeat for all remaining periods.

4. Click OK.
 

CRGroup Tips & Tricks: Sub-ledger Details in Management Reporter

Did you know that you can print sub-ledger details such as Vendor ID, Vendor Name, Customer ID, Customer Name, and Batch Number in Management Reporter? Yes you can!

To print sub-ledger details in Management Reporter:

1.From Microsoft Dynamics GP, open Management Reporter.

2. Open Column Definition (i.e., the detail you wish to print).

3. From Column Type select ‘ATTR (Attribute)’.

CRGroup Tips & Tricks: Smarter than SmartList – Excel Reporting for GP

Did you know that predefined Excel reports are available with Microsoft Dynamics GP2010 & 2013?

Excel reports allow users to get up-to-date data from Dynamics GP without ever having to log into Dynamics GP. The reports are free and very easy to deploy.

CRGroup Tips & Tricks: Changing SmartList Default Settings in Microsoft Dynamics GP

Changing  the default settings for SmartLists using the SmartList Options window is simple!

To Change SmartList Default Settings:

1. Click the Administration series button.

2. On the Setup content pane, click SmartList Options.

CRGroup Tips & Tricks: Export Solutions in Microsoft Dynamics GP

Did you know that you can export search results to a template and run Microsoft Excel or Word macros before or after exporting? It's possible - and easy - using the Export Solutions SmartList!

To create an Export Solution:

1. On the SmartList window, click the SmartList menu and select Export Solutions.

CRGroup Tips & Tricks: "Why Dynamics GP 2013?"

After the launch of Microsoft Dynamics GP 2013 in December we have had some time to test and work with the product.

More and more often, I am being asked the same question:

"Why should my organization upgrade its system to Microsoft Dynamics® GP 2013?"

Unfortunately, I find I can't give just one reason, so I say:

"How about 52 reasons?" And here they are!

CRGroup Tips & Tricks: Account Level Security Setup in Microsoft Dynamics GP

What is Account Level Security?

 

Account Level Security helps you set up security on your Chart of Accounts. Once account security is activated, you can’t enter, view, edit, or post any transactions in General Ledger windows that include a secured account—that is, an account to which you don’t have access.

 

How does Account Level Security work?

• When you use the transaction entry windows in your sub modules, you can enter, view, and edit transactions that include default distributions to secured accounts. However, account security will apply to account distributions.
• You can open the distribution entry windows, but if any accounts are secured (i.e., not available to you) the account field will be blank and the message “Access denied/Account missing” will appear in the Description field.
• If you attempt to enter an account number that is secured, the message “You don’t have permission to create new accounts or view all accounts” will appear when you move from the field. The account and description fields will be cleared.

 

CRGroup Tips & Tricks: Copying Journal Entries in Microsoft Dynamics GP

Did you know that GP2010 & GP2013 allow you to copy a previous journal entry with a new journal entry number?

 

It's true! And after you copy the complete entry, you can then change the Dr. or Cr. Amounts and/or add or remove a new GL Code to your new entry.

 

So, if have any recurring entries and you enter them manually, save some time and start using the ‘Copy’ functionality instead!

Introducing PA Tools - Simplify the Maintenance of Dynamics GP Project Accounting.

Corporate Renaissance Group Launches PA Tools for Microsoft

Dynamics GP Project Accounting

Ottawa, ON – April 16, 2013: Corporate Renaissance Group (CRGroup), a certified Microsoft Partner and global provider of products and solutions for improving business performance and management, today announced the release of PA Tools for Microsoft® Dynamics GP™. PA Tools helps clients maximize their investment in Microsoft Dynamics GP by simplifying the maintenance of the Project Accounting Module.

Developed using CRGroup’s expertise in Dynamics GP and years of successful Project Accounting, consulting, and implementations, PA Tools offers easy-to-use functionality to simplify the management of Project Accounting tasks.