To provide the best customer experience you need to look at your customers and determine exactly what it is they want or need. These wants and needs will not be the same for each of your customers. To better understand each customer individually, and to meet each of their expectations, you should plan to invest in a quality CRM system.

There are some key differences to be aware of in the Purchase Order statuses and controls between Dynamics GP and Dynamics 365 for Operations.

Classes in Dynamics GP are a great tool to use when categorizing and configuring new customers, vendors, and inventory in GP. They allow you to default a variety of settings, rather than manually selecting the settings each time. When creating customers, vendors, and inventory in Dynamics 365 for Operations there are similar setup options to classes, however they are not an exact process match. Below is a breakdown of the main setup options in classes in GP vs. options in Operations.

If you are a user switching from Microsoft Dynamics GP to Microsoft Dynamics 365 for Operations or vice versa, you are likely going to encounter terminology differences that will have you scratching your head in confusion as you attempt to decipher the various terms. To assist in your transitional journey, here is a brief rundown of some of the basic terminology differences that you may find helpful:

We recently migrated our company from Dynamics GP to Dynamics 365 for Operations. Since we have been a Dynamics GP provider for many years, we put together a project plan and split up tasks needed to migrate our existing data into the new D365 Operations system.

No matter which ERP system you choose, one of the first items you will need to consider is how to design your chart of accounts. This could be influenced by many factors including your product lines, cost centers, and company divisions.

Both Dynamics GP and Dynamics 365 for Operations can accommodate financial reporting and tracking by multiple sectors of an entity’s business, but the approach is different in each, with Dynamics GP using Segments and Dynamics 365 for Operations using Dimensions.

Did you know that forms are customizable in Dynamics 365 for Finance and Operations? When viewing a list or form you can add, remove, and edit columns. You are also able to easily reset, share, or import form settings. I have outlined these options below.

When attempting to change the Tracking Dimension Group for a Product in Dynamics 365 Operations (AX2012), you may receive the following notification:

“Delete the tracking dimension group for the product, and then delete the tracking dimension group for all released instances of the product.”

In the example below, while changing the tracking dimension group from DEFAULT to SERIAL for a product, this notification appeared:

With Microsoft launching its newest Dynamics ERP system, Dynamics 365 for Finance and Operations, many of you may be wondering what financial statement application they will be using on the backend. The good news for those looking to switch from Dynamics GP to Dynamics 365 for Finance and Operations is that Operations will also be using Management Reporter (MR). For those who are familiar with designing reports in MR, the core functionality is exactly same, but there are some things that have changed. At first glance of MR in Operations, you will not see any differences from the MR you are used to. As you begin to dive deep into the settings and options you will begin to see some subtle differences.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.