Have you ever found yourself wishing for more?  Don’t get me wrong, Microsoft Dynamics GP provides some phenomenal out-of-the-box functionality especially around core general ledger, accounts payable, and accounts receivable.  However, when you are looking for increased functionality around reporting, distribution, manufacturing, or other areas, third-party add-on solutions provide the enhancements you need.

You can view a list of Microsoft Dynamics ISV Partners here, but to purchase a solution or browse specific areas of functionality you should go to DynamicsDownloads. DynamicsDownloads is a hub for Microsoft Dynamics end users, partners, consultants, and ISVs to sell, buy, and download Microsoft Dynamics add-on solutions.

Here is an example of a SQL Reporting Services Report available for purchase on DynamicsDownloads: Item Quantity w/Lot SSRS Report from SBS Group

Searching for item quantity information including lot availability?  This report does just that and was built for Dynamics GP 10 users on SQL 2005 using Visual Studio 2005. Security for this report was designed using Windows authentication. Two parameters are available for this report – Item Class and Site ID.  Both are configured for multi-select and are automatically populated from the view.

Interested in this report?  Contact SBS Group or email info@sbsgroupusa.com.  Want to browse other reports – register for a trial membership on DynamicsDownloads here or email Brandon@dynamicsdownloads.com for more information. 

By: SBS Group – New Jersey Microsoft Dynamics GP, SL & CRM Gold Partner

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The Business Portal for Microsoft Dynamics® GP has always provided a more collaborative work space for employees, customers, and partners. Microsoft Dynamics GP 2010 now brings a few more advanced benefits to the mix. Here is a quick rundown of what’s new in Business Portal for Microsoft Dynamics GP 2010 and how it can benefit you:

• The Executive Center in Business Portal for Microsoft Dynamics GP 2010 helps you locate and access your business information via a centralized web-based portal.
• New KPI’s and metrics work immediately with your live customer data. Each metric is drillable, meaning a user can click on the metric to display an additional detailed metric or report. 
• The Benefit Self Service module is a new part of the Human Resources and Payroll Suite, which can be installed as an additional product and integrates seamlessly with Business Portal.
• Increased Productivity and simplified security management for SharePoint, Web services, and Business Portal using the Microsoft Dynamics Security Synchronization Utility.
• Advanced Security Management with Business Portal Administration Pages have moved from SharePoint site settings into application administration pages, enabling more robust, easier monitoring of security controls.
• Business Portal can now be upgraded from version to version, saving valuable time for future upgrades.
• SQL Server Reporting Services Integration with access to charts directly from the Home Page or Business Portal Centers and ability to drill down into more detail and get more answers.

Specializing in ways to enhance your company’s solutions with Microsoft Dynamics GP in Idaho, Oregon, and Southwest Washington, with clients around the world, Computeration makes your implementation successful by offering experienced project management, data integration, training, and consulting services.

By Gloria Braunschweig with Computeration, a Pacific Northwest Microsoft Dynamics GP Partner

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Choosing Microsoft Dynamics GP is a good business decision for just about any company across all industries.   I am probably a bit prejudiced since I sell Dynamics GP and its associated products.  GP solves not only accounting, manufacturing, distribution, but niche business processing issues.   My job is also a lot of fun; I meet new people everyday, I learn about many business processes and industries.  In my sales process I discuss our implementation process in detail, but often the prospect and I are so focused on getting the software decision made that we don’t talk about what happens after go-live.  I admit it, I am not perfect, and I forget to tell our customers about all our service offerings.   Custom Information Services has network services, servers, phone systems, managed services, hosting, report writing with SQL Reporting Services (SRS), Crystal, SmartConnect, SmartList Builder, Integrations, GP customizations (rarely needed), etc.,  and of course our GP support team.  I don’t like bringing the whole ‘truck’ with me on a sales call, I think it confuses my real focus; solving the prospect’s issues with new business software.  

It is important for resellers to notify the buyer of what they are buying including the annual maintenance and support plans.  Custom Information Services strongly recommends that customers stay on maintenance.   Paying your annual maintenance ensures you have access to CustomerSource which includes: payroll updates, software updates and patches, FREE online training for GP, Knowledge Base , paid support calls (the number of calls varies based on the maintenance/support plan you purchase).  Keeping your initial investment supported also ensures you can upgrade and stay on a supported version of your software.  Why make the investment and then not keep it current?  Customers should upgrade at least every other version. 

Ask your reseller what you can expect to pay in annual maintenance so you can include it in your future budgets. You should also expect your reseller to charge you for support calls.  Keep in mind that our goal is to get you self sufficient during our implementations.  However we are available when you need us -  we don’t desert you after go-live.

Hire someone new?  Use the tools you purchased from GP.  Have them go through the GP Orientation eLearning and then if desired, have them go through the eLearning for the module (s) they will be working with.   I am confident you will have fewer questions on how they should be doing their day to day work.   By the way, I use the help functions in GP all the time in preparing for a demonstration.  I have also gone through the eLearning. 

Our certification requirements for GP include classes, eLearning and then testing at Prometrics.   But there is value from the training; it helps us support our customers better.    

When you buy your new GP software you have access to CustomerSource.  Please use it!  I recommend that you get a Windows Live ID, if you don’t have one, as soon as you sign the sales order.  You have to have this to login for access to CustomerSource.  Add @microsoft.com to your safe domain email list.

Custom Information Services also offers the following for supporting our customers after implementation
For post go live support issues please use our support request email address:– srq@customis.com or call 817-640-0016 and speak to our customer service team that notifies our consulting team.   This should be the way you request support assistance after you go live.  Emailing the consultant directly is best during the implementation. Sending email to srq@customis.com connects the sent email address to your company records in our service management software.  The email becomes a support ticket so it is important to include a summary of your issue in the subject line, i.e., GP New Hire Setup Needed.  The customer service manager then schedules the appropriate consultant or tech to take care of your issue.  

Going through the customer service department allows for more visibility of your issue to our team upon receipt of your call or email and until the ticket is closed.  You also receive emails updating you on your ticket status.  

CIS has completed implementations for 20 years and has many active customers.  We make every effort to assist our customers and welcome feedback at anytime. 

 If you care to comment on the information above or have any questions please feel free to contact me at 817-640-0016 x 109 or by emailing me at nphillippi@customis.com. 

Custom Information Services is a Dynamics reseller in the Dallas, Fort Worth area of Texas.

by Custom Information Services, a Microsoft Dynamics GP Partner in Texas

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Microsoft Dynamics GP offers strong accounting, intercompany, manufacturing, and distribution functionality.  Dynamics GP can be set up with  simple processing steps for small offices or for large offices. GP can be set up with multiple processing steps and workflow for high volume transactions.  Either way, the software offers the checks and balances needed to ensure that mistakes are not made or can be easily corrected with a full audit trail. 

The last promotion Microsoft offered was the 3 users for a $1 which ended on June 25^th.  This promotion greatly expanded the visibility in the marketplace including companies with a small accounting group.   I recently met with a small two user company that will utilize Accounts Payable, Fixed Assets, General Ledger, and Bank Reconciliation.  The controller is concerned that the AP clerk will make mistakes in the new system since he is not an accountant.  We encounter this issue with most of our customers.  Clerical staff does not have to have strong accounting skills.   The software can be set up to default GL accounts based on the vendor, customer, item, service, and / or site specific.  Therefore your clerk does not even have to look up accounts if that is your preference.  This controller can also place security on the posting function and even at the account level so the controller or manager can run an edit list first, make corrections if needed, and then post.  The controller can make corrections on posted transactions easily with security access. 

Which brings up another feature; the controller has the ability to close a period for data entry with a click of a button.  Perhaps you don’t want your staff to enter transactions in July for June transactions.  All you have to do is close June for processing.  If you need to make adjustments then you open the period and enter anything you need to for the last period.  You can also close June for Sales / AR processing, but keep Payables and GL open. 

Whether you have 2 or 200 users Dynamics GP can be setup to work efficiently with ease and with full view of transactions and the security with audit trails to make corrections to ensure your staff does not need to be accountants!  One of our customers told me that she liked GP because it was so hard for her staff to make mistakes and that when they do the software is forgiving…

If you care to comment on the information above or have any questions please feel free to contact me at 817-640-0016 x 109 or by emailing me at nphillippi@customis.com. 

Custom Information Services is a Dynamics reseller in Dallas, Fort Worth Texas.

by Custom Information Services, a Microsoft Dynamics GP Partner in Texas

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Successful Accounting Partnerships

Trusting your accounting processes and information to an ‘outsider’ is a big step for any small and medium sized business owner.  After all, the ability to track inventory, place orders, send out bills, and collect and managing cash is core to every business and something that every business owner should take very seriously.

But, you’re at the point where your ‘in-house’ accounting option – be it spreadsheets, QuickBooks, or other – just isn’t meeting the needs of the business any more.  You’re exploring options and some of those options include subscribing to accounting software.  How do you make sure you don’t get ‘stung’ by your accounting software partner?  Here are eleven things to look out for as you narrow the choices and make your decision:

1. Know your requirements:  undertaking an evaluation of accounting solutions and potential partners can’t be done casually.  At least have a good grasp of your high-level requirements for tracking and managing your business, customers, and cash.

2. Experience:  determine what types of projects the potential partner has done in the past. Have they done any accounting projects that are similar to your business; and, who from their team will be working with you?

3. Solution options:  seek out those potential partners that have multiple solutions available for evaluation.  Your business has some unique characteristics that may not ‘fit’ into a single solution.  Also, look for solutions that are configurable, open to changes, and have migration tools for ease of setup and transition.

4. References:  require that any potential partner provide references for their solutions, their company, and their people.  Make sure that you’re able to determine the ‘good, bad, and ugly’ before you make a decision.  Remember, whoever you end up choosing, you’ll be partners for some time to come.

5. Partner characteristics:  get the company details.  Length of time in business, office locations, employees, employee experience, number of customers, industries served, best successes and worst failures.

6. Delivery successes:  determine the processes that the potential partner uses to increase success rates.  Find out how often the potential partner has been successful.  Don’t use the potential partner’s success criteria;  judge success by the customer’s criteria.  Become confident that if the partner undertakes your project, they will be able to deliver — on-time and on-budget.

7. Automated tools:  does the potential partner have automated tools that will smooth out, speed up, or lower the cost of your transition and implementation?  Or, is most of the work going to be done by people?  What are the limits of their tools and what is their overall plan to fill in the gaps to successful project completion.

8. Hidden costs:  find out up front what the potential ‘hidden costs’ of the solution are. Are they in the assessment, configuration, implementation, testing, roll-out, support, additional licenses, or other items?  Strive for a ‘no surprises’ environment when understanding the cost of the solution, before, during, and after the implementation.

9. Business impact:  every time a business adopts new technology or undertakes a new project there is an impact on the business.  Ideally, the impact is minimal.  Find out from the potential partner what they expect from you and your people through the process.  Determine the time, information, and technology impact to your business ahead of time and calculate the financial cost.  Remember that the cost of the accounting solution is only one part of the cost.  A disruption in your business is also a cost to be considered.

10. Risk mitigation:  every project has risks.  Ask the potential partner their process for mitigating risks such as project slippage, cost escalation, and data loss.  Make sure they have your success at the heart of the project.

11. Partnership/communication:  Remember that the potential partner is in full ‘sales mode’ at the beginning.  Once they have your business, make sure they continue to value you as a customer.  Understand their communication methods, vehicles, problem escalation path options, who you will be dealing with, and how you can remain a priority to them.

By NextCorp, Ltd., Microsoft Dynamics GP Partner for Texas

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By Joel Hatin, Altico Advisors

Well, maybe that depends on your definition of “big.”  Microsoft defines its mid-market as companies with revenues of $5 to $500 million.  So sure, I agree, $500 million is big.  But $5 million isn’t, and there are a lot of $5 million companies running Microsoft Dynamics GP. 

And maybe it also depends on your budget.  If you have $600 to spend on software, go with QuickBooks.  Microsoft Dynamics GP is not for you.  But if you’re willing to consider the real cost of software that no longer meets your business needs, you might come to the realization that $600 is just money wasted if QuickBooks falls short of your requirements. 

Here’s an analogy that I just made up on the spur of the moment.  Once upon a time, you had only 1 sales rep working for your company.  And your phone system had only 1 outbound line.  Most of the time that sufficed.  Now there are 4 sales reps working for your company and you still only have one outbound line.  So sure, you can say you have a phone and it doesn’t cost a lot of money, but at any given time you have 3 sales reps sitting around doing nothing as they wait for a phone line to free up.  It’s pretty obvious from my rather silly example here that this would not be a good business practice. 

Can you really afford to have 3 sales reps twiddling their thumbs?  What’s the cost to you in lost business?  Are you in the business of paying people to do nothing?

And do you doubt that my analogy holds water?  Let’s look at software now.

Once upon a time, you were a one-person shop.  You bought QuickBooks.  Maybe it was even recommended to you by your accountant.  It was really, really cheap and easy to use, too.  A good deal. 

Now you’re a 10 person company.  There’s you (the owner), your son or daughter who just joined the business, 4 sales reps, a marketing manager, office manager, bookkeeper, and a customer service rep.  Your accounting needs have grown beyond the basics that QuickBooks provides.  Your business is more complex.  Maybe you should look at QuickBooks Enterprise.  But (and hey, you had to know there would be a “but”) you’re also continuing to grow.  You’re moving into new markets.   Your transaction volume has tripled in the last 5 years.  How much longer will any edition of QuickBooks meet your needs?

So do you spend money moving to QuickBooks Enterprise now only to find out in a year or two that you’ve outgrown that, too? 

It’s time to move up to the next level altogether.  Do you actually know what a one or two user Microsoft Dynamics GP system costs, or have you just heard rumors?  And a better question might be, do you know how much you GET when you purchase Dynamics GP?  That’s an easy question.  Here’s a list of all the modules that some with Dynamics GP Business Essentials right out of the box:

Analytical Accounting
Bank Reconciliation
Country-Specific Functionality
Encumbrance Management
Fixed Asset Management
General Ledger with AFA
Intercompany Processing
Inventory Management
Landed Cost
Microsoft FRx
Multicurrency Management
Office Excel-Based Reports
Office Smart Tags
Payables Management
Purchase Order Processing
Receivables Management
Reminders
Report Writer
Safe Pay
Sales Order Processing with Advanced Invoicing
Security Management
SmartLists
SQL Server Reporting Services Reports

 For well over 23 years Microsoft Dynamics solutions have delivered the functionality to help over 290,000 businesses worldwide.  Dynamics GP has over twice the functionality of QuickBooks Enterprise and is fully integrated with the tools you already rely on for business intelligence – Microsoft Office.

Microsoft Dynamics gives your business the ability to tailor the system to fit your needs and to design the solution to scale with your business as you grow.  All of this comes at an affordable price.

Furthermore Microsoft Dynamics has the tools in place to help those businesses transition from QuickBooks to Dynamics GP quickly and cost effectively allowing you to focus on your business and not your business systems.  We’ve worked with firms who have gotten up and running on Dynamics GP from QuickBooks in a few short days using the rapid implementation tools specifically designed for moving from QuickBooks to Dynamics GP.  Your business will have the tools that will allow you access to information quicker for critical business decisions along with more than 700 reports for better insight into key metrics.

QuickBooks is a leading provider for small business accounting.  Microsoft Dynamics is the market leader for midsize businesses.  If you’re already there, or plan to be soon, take a closer look at Microsoft and get ready to move up from QuickBooks to Dynamics GP. 

Submitted by Altico Advisors, Microsoft Dynamics GP Partner for Manufacturing and Distribution serving New Hampshire (NH)

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We all seem to understand that “Insurance” is a necessity, not only because you can get a ticket if you don’t carry a current policy, but if you do get into an accident, you may truly be thankful that you have that policy to rely upon.  Perhaps your ‘insurance’ carrier gives you a couple of other advantages for your purchase – like free maps to destinations you may vacation to – or a discount on other policies you may purchase from them. 

In comparison, annual enhancement plans with software vendors seem to get a bad rap.  Have you taken a look at what may be included with your software ‘policy’?

In case you haven’t taken a look at the current list of benefits Microsoft Dynamics GP customers get with annual support and enhancement plans, here is a sample of what you would have access to:

Customersource:  Self-Help options of Free On-line training, Knowledge Base, How-To Documentation and White Papers.

Community Forums/ Blogs/Technical advice: Answer to questions or problem solutions.

TechNet subscription:  Provides information to plan, deploy, manage and support all your Microsoft products and technologies.

Product Release Information and Downloads/Roadmaps:  Know what the latest service packs and report dictionaries are available.  See the Microsoft Roadmap for at least the next 5 years.

Protected List Price & Transition Investment Credit :  Allows customers to budget for their software and services each year while gaining access to the latest technology and processes.

In addition, customers should be working closely with an authorized Microsoft Dynamics partner, like Borek Business Solutions, who keeps them abreast of all the:

• New module and product features,
• Promotions and discounts for software or services,
• Tax updates, form changes and  service packs, and
• News surrounding their ERP system.

So back to the beginning comment, folks understand that ‘insurance’ is a necessity and perhaps some insurance companies give you maps or discounts on other policies, but look at ALL the benefits you get from your ‘software insurance’!

Perhaps it is time to take advantage of the benefits Microsoft Dynamics GP and it’s ‘insurance policy’!

by Abra Lynne Gilman, Borek Business Solutions – Oregon Microsoft Dynamics GP Partner

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Many clients often ask us: ‘how involved will Crestwood be after Microsoft Dynamics GP is deployed?’ The answer to this question varies greatly, but obviously the implications are significant for all users of Dynamics GP. There are no concrete answers, but there are many considerations for one to ponder.

• Depth and skills of internal resources. Review closely your current team of professionals, both on IT and Operations. Do members of your team have Dynamics GP experience? If so, is it current? Have they been with your organization for an extended period of time or are they new and just coming to know your needs?
• ‘Competing Priorities’. What internal initiatives are underway that will prevent you from fully ‘owning’ your Dynamics GP application? Are there other IT projects to consider and if so, what are their platforms? Are there broader organizational initiatives that will distract team members, such as new product introductions or acquisitions?
• End User Requirements and Skills. How adept are your operations team members in ‘owning’ business applications? Do they have a true power user? Are they interested in coming to learn the system or do they expect on-demand reporting only?
• Technical Evolution. Consider both developing technologies and those in use today. On closer review, you may find that some technologies are simply not worth investing time and effort in as they will fade over time or they are simply not used very often any more.
• ‘Interesting Technologies’. To the extent that IT professionals can be satiated by new and interesting technologies within the context of Dynamics GP, your team will feel energized and intrigued.
• Budget. Understanding fully your internal budget and how you wish to allocate these funds will help to determine when to engage your Dynamics GP Partner and when to manage efforts internally.

Given the state of constant change in the world of IT, it is important to recognize that some level of engagement with your outside service provider(s) is essential. The depth to which you involve 3^rd parties however is highly dependent on your team, their skills and priorities, and the way in which you allocate your budget.

By Tim Thompson, Director of Account Services, at your Chicago Area Gold Certified Partner, Crestwood Associates.

Crestwood Associates, an Illinois Microsoft Dynamics GP Partner

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As you may already know, maintenance and support fees for ERP software implementations are a large chunk of your budget. With the global economic recession, this has been closely evaluated by customers like you and you are finally pressuring software vendors like us to show you the value you’re paying for. According to this article by a known customer advocate, Microsoft Dynamics delivers both choice and value in their support and maintenance offerings and here’s how:

Choice.  After the initial purchase, Microsoft Dynamics has offered customers the option to purchase maintenance and support separately.  This is unique to the industry for three reasons because customers:

1. Choose whether or not to buy maintenance.
2. Determine who they go to for support.
3. Separate the technical support from the maintenance decision.

Value.  Microsoft’s maintenance plan bundles a series of customer friendly services that deliver value.  They include…

1. Unlimited access to eLearning.  Customers can get to any course at any time with their maintenance dollar.  There’s no requirement for expensive week long training academies.
2. 24 hour self-service support. Microsoft’s invested in its self support community and has 1000 new users a month with 30,000 self-help posts to date.  Most questions can be addressed in the discussion forum or directly by an expert.
3. 10 years of lifecycle support. Most vendors provide a 5 year plan with escalating costs in the 6th and 7th years.  10 years represents a reasonable life cycle for ERP.

Our team here at Rimrock works collaboratively with clients to ensure they receive support and value by implementing Microsoft Dynamics® GP. We are dedicated to the total satisfaction of our clients and we absolutely exceed expectations on every project. Rimrock Corporation also offers a full line-up of Microsoft Dynamics classroom training suited to your needs and your schedule to help your staff maximize the power of the software solution.

By Rimrock Corporation a Leading Toronto Microsoft Dynamics GP Partner

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By Mike Kean, Altico Advisors

As the President of a company that specializes in Microsoft Dynamics GP systems for manufacturing and distribution with a sub-specialty in the medical device sector, I asked two of our Dynamics GP clients in the medical device sector to answer that question, i.e. how does Dynamics GP (formerly Great Plains) help them handle their top 5 issues.  They actually came up with 6 points each!  Here are their answers:

 Responses from Expert #1

 1.  Strict industry regulations.

The Medical Device industry must adhere to strict regulations.  Most prominent are FDA and ISO.   GP can help handle this issue by giving them an easy solution to tracking all processes and documentation.  For example, they must keep track of any revisions made to an original document whether it is a form to fill out or a documented procedure.  Microsoft Dynamics GP allows them to store all versions directly in the system.  The documentation can even be attached directly to a particular part or item.

 2.  Tracking leads/prospects.

Important to all industries, including Med Device.  The fact that Microsoft Dynamics CRM integrates with MS Outlook, can be accessed remotely, and can also be integrated with Dynamics GP is powerful/compelling from a business growth perspective.

3.  Inventory control.

Med Devices companies must have traceablity/tracking for all products made.  Microsoft Dynamics GP assists them keep in keeping  track of materials from inventory to inprocess to finished goods.

4.  Tracking quarantined items

Out of spec materials must be quarantined in the Med Device world.  The ability to make separate locations and/or bins in Microsoft Dynamics GP is a huge benefit to segregating quarantined materials/products.

5.  Inventory Control/Materials Planning

Microsoft Dynamics GP is an invaluable tool for knowing how much you have on hand and on order. 

6.  Reporting for Business Planning

 Dynamics GP offers management reporting that allows you to budget as well as to see what is selling and what is not.  It assists you in understanding what your cost drivers are by tracking all of the relevant information

Responses from Expert #2

 1.  Regulatory compliance
As far as FDA reporting requirements and the whole regulatory environment, Microsoft Dynamics GP does a good job of tracking the necessary information.

2.  Lot and serial number tracking

This is part of regulatory compliance but bears mentioning because it is one of the key elements of regulatory compliance.  Microsoft Dynamics GP does handle lot and serial number tracking.

3.  Component to parent/inheritance

This is also part of regulatory compliance.  To comply with the FDA requirements, it is critical to track which components are used in which finished products.  In the case of a recall, it is not enough to have data on the finished product only.

4.  FDA approval process for new clinical trials

This is actually handled outside of GP, but because GP is built on a platform that allows for integration with most third party applications, this is also a benefit of Dynamics GP.

5.  Inventory control in Microsoft Dynamics GP

This is not important for regulatory compliance, but for implementing business practices that reduce waste, reduce costly inventory excesses, reduce back orders and ensure that the inventory on hand meets demand. 

6.  Intellectual Property (IP)

Medical Device companies frequently have to track the royalties due to the owner of the IP, i.e. the concepts or inventions that are being used in the products they manufacture.  This is often a doctor, for example.  Dynamics GP handles the tracking of IP royalties.

By Altico Advisors, Microsoft Dynamics GP Partner for Manufacturing and Distribution serving New Hampshire (NH)

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