For me, it boils down to four key things that make Convergence a good value:

1) Opportunities to Learn (Sessions) – By attending as many concurrent sessions, deep-dive sessions, user group sessions and hands-on labs as I can, I always leave Convergence with new ideas, solutions to long-standing challenges, and pages of notes.

2) Talking to the Pros (Technical Support Desk) – No, I don’t save up all of my technical support problems for Convergence. But, I always have one or two sticky wickets that I want to run past the pros in person. They’re always helpful and it’s so nice to put a face with a voice when I actually do open a support ticket. (They say the same.)

3) Face-to-Face with Third Party Solutions (Expo Hall) – There are so many third-party tools for Microsoft Dynamics products, it’s nearly impossible to know what they all do, where they fit, and what they look like. As a partner, it’s imperative that we know what is out there for our customers and prospects. And, for customers, the expo is like a wonderland with so many tools and problem solvers all in one (very large) room. I generally plan to visit a few times during the conference focusing on one specific area of the room at a time. Otherwise, it can be very overwhelming.

4) Networking – Meeting with customers, other partners, Microsoft representatives, third party solution providers is almost a full time job at Convergence. Opportunities abound – from one-on-one meetings to all-night parties.

My best advice to those attending is to bring your best walking shoes, dress comfortably, and get plenty of rest before you come. You won’t get any while you’re there.

By AIM Technologies – Microsoft Partner – Gold ERP – Louisiana

Four Reasons to Attend Microsoft Convergence 2012 (Whether you’re a Customer or a Partner) is a post from: ERP Software Blog

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Microsoft Dynamics SL 2011 introduces a host of new features that are designed to help you be more productive and in command of your business processes. Among those new features are:

• Faster access to the tools you need with access panes, quick lists, and role-based menus.
• Enhanced menu searching that makes it easier than ever to find exactly what you need. It also includes keyword searching of recently viewed reports and screens
• The functionality to concurrently manage entries from multiple companies all within a single session, without having to log in to each one separately
• Color indicators to identify different screens for easier management
• The ability attach to documents directly to a screen to provide more connective insights
• Over 50 predefined views of data with Quick Query, allowing you to more efficiently analyze data down to its source, the original transaction. All filters and customized queries can be saved and reused.
• The ability to easily track tasks with comprehensive project management functions, including budgets, allocations, revenue, and resource assignments.

All of these exciting new features and many others should be on your list to learn about. They’ll make your life so much easier, I promise. Crestwood, through our newly acquired partner, Feterick & Associates, offers several Dynamics SL training courses on topics such as Accounts Payable and Purchasing. For more information, you can view our Microsoft Dynamics SL training course schedules and download full course descriptions or register for an upcoming course.

Donna Krizik / Crestwood Associates LLC – an Indiana Dynamics Partner

Ph: 847-394-8820 ext. 43 Email: dkrizik@crestwood.com

Propel Your Business Forward with Dynamics SL 2011 Training is a post from: ERP Software Blog

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 When a new customer purchases a Microsoft Dynamics ERP system, they are automatically enrolled in a Business Ready Enhancement Plan.  The plan offers many benefits and is an invaluable tool in the first year of software ownership.  With benefits that include access to free online e-learning and technical support incidents, the plan can take an implementation in question and help turn it into a successful project.  Microsoft offers an extensive e-learning catalog that allows new users to browse and select the courses that fit their needs.  Everything from Accounts Payable to Sales Order Processing to Fixed Assets courses are offered for you.  The classes can be taken online or downloaded to your desktop for viewing at a later date.  These courses are a great way for users to become familiar with Dynamics while an implementation is going on.  The technical support incidents are of great value to an end user during year one as inevitably there will be mistakes made that require technical assistance. 

 Another benefit of a current Enhancement Plan is 24/7 access to CustomerSource.  CustomerSource is a secure customer Web site that contains personalized Microsoft product and service information, a searchable technical database, downloads, documentation, discussion boards, the aforementioned unlimited online training, news and other features.  One of the great features from which many of our customers receive exceptional value is the searchable Knowledge Base.  This comprehensive database allows you to enter search criteria and filter by product and module to return specific results to your query.  Searching for answers to technical questions can ultimately save time and consulting dollars when troubleshooting issues. 

 As a partner who cares deeply about the investments our customers make, the greatest value a new customer should recognize is the updates that are available through an Enhancement Plan.  During the term of your Enhancement Plan you are entitled to any upgrades and updates released for your Microsoft Dynamics product.  At the top of the list is new version releases.  A current plan entitles you to these as they become available!  Service packs and hot fixes are created and released at Microsoft’s discretion for recognized issues identified for Microsoft products. Regularly, many hot fixes are combined into a single package (called a service pack), which is made available for installation. Service packs are generally cumulative, meaning that each new service pack contains all the fixes that are included with previous service packs and any new critical security fixes should address specific situations that arise. During the term of your Enhancement Plan you will have access to any service packs and hot fixes released for your Microsoft Dynamics product.

 Another huge benefit to Microsoft Dynamics customers, especially those who use the Payroll functionality, is access to Tax and Regulatory updates.   During the term of your Business Ready Enhancement Plan, you will have access to tax and regulatory releases for the Microsoft Dynamics products.  These updates include Payroll Tax Table updates, and year-end 1099/W-2 updates.  These updates are crucial to keeping your system up to date and compliant with State and Federal Regulations.

 As you can see, an Enhancement Plan brings great value to customers and is a vital part of maintaining your investment!  Associates Solutions, Inc. is a nationally-recognized service and solutions provider that specializes in delivering Microsoft Dynamics Solutions. We are headquartered in the Kansas City metropolitan area, while servicing our clients across the United States, Canada, Europe, and South America.  We are proud to offer Microsoft Dynamics GP and Microsoft Dynamics SL.

By Associate Solutions, Microsoft Dynamics GP, SL partner serving KS MO IA NE

Business Ready Enhancement Plans for Microsoft Dynamics ERP Systems: Yes, they are Worth It! is a post from: ERP Software Blog

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 What you’ll learn in Core Financials?

Day 1: The basic elements of Microsoft Dynamics GP  including system and company setup procedures, how to use reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities.

Day 2: General Ledger accounting cycle and the processes required to enter financial data into the system and additional functions such as account reconciliation, budgeting, allocation, period-end and year-end closing procedures. 

Day 3: Accounts Payable  covers how  to enter vendor invoices, process checks and how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control.

Day 4: Accounts Receivables goes over how  to enter invoices, receive payments from customers and how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, enter and void scheduled payments, and month-end closing procedures. Learn to set terms for calculating document discount dates and due dates, use balance forward and open-item statements, and apply any mix of the comprehensive service and finance charges available.

Day 5:  Bank Reconciliation shows you how to  manage cash receipts, cash disbursements, and other transactions that affect checkbook balances. You’ll learn how to perform the reconciliation process which guarantees accuracy of your financial data and its relation to your financial institution.

Benefits of attending Core Financials Training:

• Improve Employee Performance with GP System.
• Improve Company Performance. Once you know how to use the tools to do your job, you’ll find yourself being more productive, have the opportunity to see trends and looks for ways to streamline and improve efficiency.
• Take Activities to the Next Level beyond Core.  Once you’ve mastered the core components of your system, you can expand into other areas such as Fixed Assets, SmartList Builder and Management Reporter.
• Alleviate Pain Points.  Do you have those nagging questions on how to do something or wonder if there is an easier way?  Not only does training provide you with the general procedure on how to do a function but often classroom discussion leads to sharing of best practices.
• Balanced footing for the future.   Consistency month over month is a potential outcome from having a clear understanding of your system.

Posture yourself for success by enrolling in a Core Financials Training for GP.  DFC Consultants is a Microsoft Certified Training Center in Fargo, ND offering instructor-led classroom training for Microsoft Dynamics GP.  We will be offering a Core Financials Training for Microsoft Dynamics GP January 16-20, 2012.   If you have questions about any of our training offerings, contact DFC Consultants at 800-277-5561. 

 DFC Consultants is a Microsoft Gold Certified Partner specializing in Microsoft Dynamics GP and CRM . Since 1989, DFC has been providing accounting software solutions, training and support in our offices in Fargo, Bismarck, and Dickinson, North Dakota.  Our passion is to assist clients in meeting their goals with professional services and powerful business solutions. 

By Vanessa Veflin, North Dakota Dynamics GP Training Partner

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Do you need to be able to create boardroom quality reports without having to commission your IT staff for the task?  With Management Reporter this is doable!  Here are just a few of the key enhancements you’ll find in Management Reporter:  

• Improved User interface that is consistent with other Microsoft Office Applications
• Built on a 64 bit environment
• More stable with Microsoft .Net Platform and C# codebase
• Processing takes place on the server rather than the client
• Uses SQL Server for data storage
• Report Library provides a centralized location for report distribution and collaboration

Benefits of using Management Reporter include improved performance and stability and our employees will be to get the information quickly to make informed decisions by having the data in a centralized place in the Report Library. To learn more about reporting capabilities in Management Reporter and Microsoft Dynamics GP, contact DFC Consultants at 800-277-5561.  If you are an existing FRx user,  DFC Consultants can show you how you can upgrade to Management Reporter and how your existing reports will migrate.  DFC Consultants is a Microsoft Certified Training Center and we offer Management Reporter Classroom Training in our Fargo, ND office.      

DFC Consultants is a Microsoft Gold Certified Partner specializing in Microsoft Dynamics GP and CRM . Since 1989, DFC has been providing accounting software solutions, training and support in our offices in Fargo, Bismarck, and Dickinson, North Dakota.  Our passion is to assist clients in meeting their goals with professional services and powerful business solutions. 

By Vanessa Veflin, North Dakota Microsoft Dynamics GP Partner

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But the truth is, they aren’t live.

Some part of the installation is damaged and they can’t even access their prototype, and when they do get into the prototype, even the decision-maker says he’s confused with the numerous inquiry windows and can’t find data that he needs quickly.

What happened? After starting the evaluation with six products, the final decision quickly came down to Dynamics GP with SalesPad  against one other contender. The decision was tipped under heavy pressure from the contender’s sales executive who flew in to close the deal, and the client decided:

• Upgrading their ten-year-old product would be easier on them with a shorter learning curve.
• Remote training and support was adequate.
• The consultant who would come on site for a week knew the product well so a fixed bid implementation was adequate and attractive.
• The turmoil the contender was undergoing due to the recent acquisition of the software product was immaterial. The product had continued to live on after numerous mergers and acquisitions, so there was no reason not to have confidence in the implementation.

6 Lessons Learned

1. Beware of sales executives who fly in just to close a sale. Sounds a little like the sales manager behind the closed doors at the car dealer, doesn’t it? Tactics are sales-centered; they do not represent concern for your company’s well-being.
2. Seek a software developer who is stable. If the management, support, and future development aren’t in place, the product is doomed for the long term.
3. Just because support was okay with your old product, it doesn’t mean that the new owner of the software will run their operations the same way…especially after three product ownership changes in ten years.
4. The new version doesn’t work or look anything like the ten-year-old version of the product.
5. Alternative training methods and implementation support are always needed to meet various learning styles.
6. An implementation plan must provide a process for the consultant to get familiar with your company and personnel. Plus, they should already know your industry and their product.

Dynamics GP and SalesPad would have been live by now for this company. I know that because I’ve done it hundreds of times. The reaction to SalesPad’s flexibility is always, “Wow! This is a great tool!” And that reaction would have extended with every user during and after the Go Live.

We would have been there for this company; whatever it takes. That’s how we do implementations. You may say, “Yeah. Great. More hours and money for you.” However, 10-20 hours more time can make or break an implementation of $150,000. The point is, if you need it, it’s available. We are sincerely interested in your success.

By Gloria Braunschweig, The IFRS Implementation Expert for Dynamics GP, with Computeration, a Pacific Northwest Microsoft Dynamics GP Partner

Computeration specializes 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.

What A Prospect Learned When They Didn’t Choose Microsoft Dynamics GP & SalesPad is a post from: ERP Software Blog

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 Terry Borchardt, Applications Consultant and first line correspondent in customer support for DFC Consultants, took the time to simplify the reporting tools for us. His goal is to help us understand just when the right time is to use each tool, or a combination of them, to get the info we need. (Thanks Terry!)

 Here is a list of the more common reporting tools available in Dynamics GP and a little about each one.

 1)      Report Writer – this has been the default reporting tool since Dynamics was first released in the mid 90’s.  Modifying reports in Report Writer (for example – adding columns) can be a little tricky but it  definitely can be done. (Report Writer is included in your GP purchase at no additional cost.)

 2)      FRx – this is the financial reporting tool that was great for reporting all your common financial reports prior to version 2010.  With the release of version Microsoft Dynamics GP 2010, FRx is no longer supported by Microsoft on v2010 and future versions.  It has been replaced with Management Reporter. (FRx is included in your GP purchase at no additional cost.)

 3)      Management Reporter ( MR) – is the replacement for FRx going forward 2010 and beyond.  It utilizes many of the same concepts that FRx had. If you have an understanding of Microsoft Excel this tool should be very easy to use due to the familiar column and rows structure.  You’ll also use Management Reporter for financial reporting such as Cash Flow, Balance Sheets and Income Statements.  You don’t want to use MR for printing a list of goods sold.  You’ll do that in SmartLists, see below. (MR is included in your GP Purchase at no additional cost.)

 4)      Smartlist – This is functionality which comes with predefined queries that one can provide multiple restrictions in to get out the desired data.  Once the data is retrieved, it can be exported to Microsoft Excel or Word with the click of a button. (Sweet!) This is where you go print your list of goods sold or an employee list. (SmartList is included in your GP purchase at no additional cost.)

 5)      Smartlist Builder – At times the predefined queries don’t provide you with the information that you a looking for, so you need to go and create additional tables, views or queries that will give you that information.   If using Payroll and HR many of our clients purchase SmartList Builder to run “what if” scenarios with salary increases as well pricing scenarios. (SmartList Builder is currently priced at $1,950 and is worth every penny.)

 6)      Word Templates – At times you may have a situation where a Report Writer works just fine for almost all your needs.  Then, as an example, your company expands and wants to have a different logo for your Invoices and A/R Statements.  Word Templates lets you use existing Templates, modify them with a different logo, then save them with a different name. When it comes time to run the Invoice you can pick which Template should be used based upon the company you are in.  (Word Templates is included in your GP purchase at no additional cost.)

 7)      SQL Server Report Services (SRSS) – this tool expands report writing flexibility with more than 90 built in reports. If you want a prettier report (fancier than Report Writer) you can use the wizard which makes it easy to deploy also.  Those of you that are familiar with Crystal Reports may feel very comfortable using SRSS also, as they are fairly similar.

 Let’s summarize!

 So really what is the correct reporting tool?  Well the answer is “it really depends”.  If your needs are very simple, using the prepackaged Report Writer tools may be enough.  However, if you want more detailed financial information, Management Reporter is the way to go. If you want something prettier, but need more flexibility, then you might want to look into SQL Reporting Services (SSRS).

 Exporting Data to Excel?

If you need to get information out of Microsoft Dynamics GP quickly and be able to “play” with it in Microsoft Excel, Smartlist or Smartlist Builder will be your tools of choice.

 Personalize your Reports

Finally, if you have multiple needs for the same type of information but it needs to look slightly different, the Word Templates would be something to look into for including company information or logos on Invoices and A/R Statements.

DFC is the only Microsoft Certified Training Center in North Dakota and one of the largest in the Midwest teaching over 20 classes in the past 12 months. We have 5 Microsoft Certified Trainers that provide classroom training in a structured, hands-on, question-and-answer environment.   View our  training scheduleto see which classes may increase your employees’ efficiency and productivity.

 DFC is a Microsoft partner, with over 22 years of experience implementing, selling, and supporting of Microsoft Dynamics GP.  Please call DFC Consultants, at 800-277-5561 or find us at www.dfcconsultants.com.  DFC Consultants specialize in Microsoft Dynamics GP, Microsoft CRM and Tribal and Public Property Management Solutions.

by Terry Borchardt, Applications Consultant, DFC Consultants Ltd. North Dakota Microsoft Dynamics GP Partner

What is the Correct Reporting Tool to use in Microsoft Dynamics GP 2010 ? is a post from: ERP Software Blog

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1. Picking the First Partner that Comes Along: When companies don’t do their research in picking the right software partner, it usually backfires in the end. The relationship with your software partner should be one of trust and you need to be sure of their expertise and ability to help you with your business needs. Get referrals, do online research, and spend time to share your objectives with your prospective partner.  A great partner will be with your organization for many years to come and this is a time you should be picky.
2. Don’t get the CEO Involved: As with any major business change, your CEO should be onboard. If they don’t know what’s happening or are unfamiliar with the software, then adoption of that software throughout your organization is at risk. Make sure everyone’s on board for the software investment to ensure greater implementation success.
3. Growing Impatient with All the Questions: Software implementation requires a lot of steps, but for good reason. Many times companies will get impatient with the business process review, which is a vital step in the process. Make sure to get as much information as possible to your software partner so they can ensure the software does what you need it to do. This is a good time to check with all the departments at your organization and get a feel for what they need the software to do.
4. Skipping Training: Many companies think they can save money in software implementation by skipping the training portion. This is among the top worst practices we see with failed implementations. This backfires quickly and greatly reduces the return on investment for these companies. Even if users know the basics of the software, there’s still so much they could be missing. With how intricate ERP systems are today, it’s so important to receive proper training from software experts that know all about it.
5. Ignoring Upgrades: Software upkeep is just as important as software implementation. As you already know, technology changes faster than we can keep up. Keeping up with these changes is the exact job of your software partner. They keep abreast of the updates and upgrades to ensure you have the best software possible for your specific business needs.

If you’re interested in learning about BEST practices for a successful ERP Software implementation, please contact me at Jkrahn@bdo.ca or by calling 403.231.5440.

By Jim Krahn with BDO Solutions, Leading Canadian Microsoft Dynamics ERP and CRM Partner

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 Your company may face several challenges today: improving performance, increasing profitability, and mastering a new comprehensive business solution. The performance of your software won’t help you meet those challenges unless it is used optimally. That is why as your partner, DFC stresses training in application usage.

 There might be two, or ten, or even fifty people who may be called upon to adapt to the new technology environment and to master your new comprehensive business solution.  Getting your employees acclimated and confident is crucial to the effectiveness of the solution.

 Here are a few things to ask about your Partner’s training center.

1. Is the training center Microsoft Certified? Are the trainers actually Microsoft Certified
   Trainers (MCT)? Microsoft Certified Trainers are the premier technical and instructional
   experts in Microsoft solutions.  We have five MCT’s.
2. How many training classes have been provided in the
   past 6 months?  We’ve done 12.
3. What does the next few months of training look like? Ask
   to see their calendar of events. Here’s our
   calendar.

What does it take to be a Microsoft Certified training center?
Microsoft measures how our clients grade our training and training center by surveys after each class. To maintain our Certification, we must constantly meet Microsoft’s qualifications.

 Why does it matter?  Microsoft Certified Trainers have completed rigorous training and met stringent technical certification requirements. Microsoft
Certified Trainers are the only authorized source to deliver training by using Microsoft Official Courses.

 Did I mention we have 5 Microsoft Certified Trainers? Yes, 5.  And they are awesome.  Mike, Allen, Deb, Kurt and Carol.

 DFC is the only Microsoft Certified Training Center in North Dakota and one of the largest in the Midwest teaching over 20 classes in the past 12 months. We offer instructor-led classroom training in a structured, hands-on, question-and-answer environment.   View our training schedule to see which classes may increase your employee’s efficiency and productivity.

Nothing feels better than sharing with our clients the upcoming Microsoft Dynamics GP Boot camps,  Management Reporter, or Payroll/HR classes that they can send their new employees to, right here at DFC.

 In September, we are offering Job Cost, DFC Housing, the Distribution Series and Fixed Assets training classes.   In early October, we will be offering the GP Install & Config training.

 Want more?

October brings our 10th Annual Customer Symposium which is a full day of educational sessions including Management Reporting, SQL Server Reporting Services, Human Resources, and Payroll and Integrations.

 DFC, is a Microsoft partner, with over 20 years of experience.  Want to hear more about training on Microsoft Dynamics GP, or  Microsoft Dynamics CRM , Call DFC Consultants, at 800-277-5561 or email sarahm@dfcconsultants.com.

By Sarah Mueller, Business Development,  Microsoft Dynamics GP Partner in North Dakota

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By attending our Management Reporter training class, attendees quickly learn that Management Reporter extends the functionality of Microsoft FRx (download the Management Reporter for Microsoft Dynamics ERP fact sheet). Management Reporter enables our clients to quickly and easily create, generate, help secure, and publish professional-looking financial statements, such as profit and loss statements, balance sheets, and cash flow reports. Learn more about Management Reporter by attending a hands-on Microsoft Dynamics training class at our training facility located in Charlotte, North Carolina. During the class you will learn the following:

• Create custom reports without IT assistance. These reports reduce the burden on the IT Department by empowering the finance team to create its own financial statements.
• Generate deep cross-functional analyses. Management Reporter provides easy and accurate financial reporting, intercompany reconciliations and eliminations.
• Create a balance sheet.
• Build an income statement.
• Generate a comparative (budget to actual) statement.

Learn more about Management Reporter by downloading Management Reporter Overview for FRx Customers.

What others are saying about the Management Reporter class “I want to thank the staff at InterDyn Artis for providing our end-users with an excellent training seminar. Our staff returned to our office with a lot of enthusiasm for our upgrade of the MS-Dynamics/SL product. We greatly appreciate your staff’s expertise and quality of instruction. Also, I would like to thank Hank Durkin for providing the introduction to your firm.”
Lisa Moose, Managing Director, Third Security, LLC

In today’s struggling economy, it is crucial to ensure that your Microsoft Dynamics investments are paying off. As Microsoft Dynamics Specialists, InterDyn Artis provides a Microsoft Dynamics training program designed to help users of Microsoft Dynamics GP get the most out of their investments. It is a fact that a commitment to continued training for your staff to work with the technology you’ve implemented maximizes the value of your current systems, which maximizes the ROI you had hoped for when you implemented your new business system.

InterDyn Artis, established in Charlotte, NC in 1989, is a Microsoft Gold Certified Partner dedicated to the implementation, training, and support of the Microsoft Dynamics line of products including Microsoft Dynamics GP (Great Plains), Microsoft Dynamics CRM, SharePoint, and Business Intelligence.

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