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Resources from our industry-expert staff
Microsoft Teams comes to Office 365
Chat programs are often built to be simplistic and serve a single purpose – to increase collaboration through instant communication among team members. Microsoft Teams takes that purpose and expands on it with exciting new features built specifically for project teams or departments within a business. This isn’t just chat, this isn’t email, it’s a combination of the two meant to improve organization and collaboration of teams. The video below is a nice introduction of Microsoft Teams for those who haven’t seen it in action before.
Common 1099 printing issues in Dynamics GP
The deadline is fast approaching to submit 1099s. You’ve ordered the paper, you’ve checked the vendor 1099 totals, and you’re ready to print. When they come out of the printer, however, there’s an obvious mistake. How frustrating! I’ve addressed some common 1099 printing issues and how to fix them.
Dynamics GP Tip: Getting out of a window that won't let you close
If you’re new to GP, one of the most frustrating situations you can be in, is when you try to exit out of a window and it just won’t close. You try everything: clicking Delete or Cancel, clicking the ‘X’ in the corner, but GP just won’t let you out! I’ve included a few tips that should help you exit out of any GP window if you find yourself in this situation.
SharePoint Online is opening my documents in the online version of Office. How can I make them open in my desktop applications?
If you’ve recently implemented SharePoint Online as part of Office 365, you may be feeling a bit baffled as to why every time you try to open a document from SharePoint, it opens in Word or Excel Online, rather than directly on your desktop. This is actually the default behavior for SharePoint documents.
Why are my reports taking so long to export from Dynamics GP?
I recently worked on a case for a client who was finding that it would regularly take Dynamics GP up to two full minutes to process her invoices for printing. Here's what I found out.
Dynamics GP 2016 R2 released - what you need to know
December 2nd marked the release of Dynamics GP 2016 R2, the second version release in the Dynamics GP 2016 cycle. This release is heavily focused on fixing issues that have caused inconvenience to users in previous releases. This is great news for companies that have been using previous versions of GP and waiting to upgrade.
2016 Year-End Closing Procedures for Dynamics GP
Getting ready to close the year for 2016? Watch Janelle Riley's webinar for everything you need to run an anxiety-free close in Dynamics GP.
Don't have time to watch the whole video? We've transcribed the entire webinar below. For readability, we made a few changes here and there from what was said in the webinar.
Editing W4s and printing W2s in Dynamics GP
It’s the end of the year, and soon it will be time to process those W2s. There are a few steps that can be taken to make W2s available to view or print by your employees. Some employees might also have had some changes in the past year and need to make edits to their W4s. Both scenarios are covered below.
Summit 2016 - 3 Major Takeaways
It has been a little over three weeks since Summit 2016 wrapped in Tampa Bay, Florida and I thought this would be the perfect time to reflect on three days of keynotes and sessions from users, MVPs, and Microsoft employees with three major takeaways from the event.
OneDrive and SharePoint: What's the difference?
OneDrive and SharePoint are document storage and management services which provide a secure place to house and interact with your documents. Although both accomplish very similar things, they are useful under different circumstances. OneDrive provides a safe space for personal documents wile SharePoint helps manage organizational documents.
Using the Purchasing All-in-One View in Dynamics GP 2015
The Purchasing All-in-One View was added with the release of Dynamics GP 2015. This view allows users to display posted or saved transactions by vendor and makes the relationship between documents transparent. The Purchasing All-in-One View can be accessed from the Inquiry pane, the ribbon on multiple navigation lists, and in several of the purchasing transaction windows. The new tool creates an easy-to-use view of the interactions between documents in one convenient window; a feature that many users have been waiting years to have. There are a few limitations and some filtering issues, however, which you should be aware of in order to get the most benefit out of this tool.
Drop Ship Account Distributions and Reconcile in Dynamics GP
I get asked all the time about reconciling the accrued drop ship account. In order to explain how to reconcile this account, I thought I would detail how the accrued drop ship account is utilized in Dynamics GP. Once you have a basic understanding of how the drop ship process works, you will realize that the account reconciliation really isn’t that complicated.
You Got Spam: How Not to Fall for a Phishing Attack
Phishing is on the rise again and now more than ever it's critical to defend yourself against intrusions that can compromise your business. Just this year the Hollywood Presbyterian Medical Center was targeted by ransomware injected into their system through a phishing attack. In the end, they ended up shelling out a whopping $17,000 to re-appropriate all of their client’s medical documents.
Using Dynamics GP to Amortize Prepaid Expenses
If you are using spreadsheets to track your prepaid expenses while trying to remember to manually enter multiple journal entries each period: STOP! There’s an easier way. Dynamics GP has a feature called Revenue/Expense Deferrals that will calculate and automate the deferral entry process.
How does Office 365 integrate with Dynamics CRM?
Sales professionals love to use Office programs like Outlook, Word, and Excel in their sales processes. It makes sense then that their CRM system should work well with these programs, right? With the recent release of Office 2016, the integration between Office 365 and Dynamics CRM is better than ever. Here are some of the best ways Office 365 and Dynamics CRM work together.
Upgrade to Windows 10 for free now - or pay the price later
If you’ve been thinking about upgrading to Windows 10, now is the time. Microsoft has confirmed its commitment to the July 29, 2016 cutoff date for offering a Windows 10 upgrade for free to Windows 7, Windows 8, and Windows 8.1 users.
Why is my Navigation List missing transactions in Dynamics GP?
Have you ever opened up a Navigation list and thought, “I know this invoice has been entered, so why is it not in my Open Invoices list?” Or maybe, “I was just viewing this PO, why is it missing from my Open POs list?”
If you find yourself in this situation, don’t get discouraged. There are two settings that you will want to check on: your filter settings and your restrictions group.
Maintaining a connected workplace with remote workers
It’s no secret that an increasing number of employers are beginning to allow their staff to work remotely, whether that be from home, from a coffee shop, or from an ever-growing number of co-working spaces. In the United States alone, 37% of workers telecommute at least two days per week and 80% of corporations plan to increase their use of flexible workers in the coming years.
Office 365 just changed the way you set up App Passwords
If you use Office 365, you may have noticed that Microsoft recently changed the settings layout within the Office 365 Portal. This means that there is a new path for creating and updating app passwords. If you aren’t sure what app passwords are, your organization probably isn’t using them. App passwords are used for Mutli-Factor Authentication within Office 365 to add a second level of security to your Office 365 files.
Five signs that it's time to switch Dynamics GP providers
1. Your Partner doesn't communicate with you.
How often do you have a sit down with your Dynamics GP provider to talk about what is happening with your business and how your system is working? If your partner isn’t connecting with you regularly, then they are not aware of how your business is growing and how Dynamics GP can help you manage and maintain that growth.
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