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dynamicsgp

PLEASE NOTE-- GP 2010

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**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 &n…

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…

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…

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…

Merging Duplicate Records in Microsoft Dynamics CRM

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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.…
dynamicsgp

Financial Reporting for Non-profit Organizations with Dynamics GP

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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…

OLE Notes Window in GP Not Appearing

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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…

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…
dynamicsgp

Microsoft Dynamics GP Workflow

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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…

Opal Business Solutions Presents: doc-link, Integrated Document Management for Microsoft Dynamics

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…