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Posts Tagged ‘Excel’

Successful KPI and Metric Design for Dynamics GP

This article will discuss the step-by-step best practices for a KPI design project with your Dynamics GP data.  Let’s start by defining KPI.  A key performance indicator (KPI) is a metric meant to evaluate what truly matters to the user, typically with actionable results.  Furthermore, a KPI assists in understanding if your organization is on […]

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Creating Microsoft Excel Connections to SQL databases

Microsoft Excel can be a powerful tool to evaluate SQL data.  In Excel, a connection can be created to directly link to a particular database filtered according to your requirements.   This connection must be validated by a SQL login to ensure the contents of your databases remain secure. The connection can be refreshed to update […]

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Media Reporting with Microsoft Dynamics GP

In this article, today’s powerful reporting options for media companies utilizing Microsoft Dynamics GP will take center stage, with a focus on how to find the best tool for you.  Financial reporting is essential in business today.  Every company is doing it, whether you have a homegrown Excel process, an older software, the built-in Microsoft […]

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How Business Intelligence for Microsoft Dynamics GP Benefits Each Department

This article will discuss the benefits of Business Intelligence (BI) for the HR, IT, marketing, and sales departments using Dynamics GP. BI solutions can help you meet department-specific goals in an efficient way. I will cover general departments that you would typically find in a company. Sales A budgeting and forecasting tool benefits the sales […]

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Easy Reporting for Complex Data

Do you struggle with getting numbers understood by people? One of the biggest pain points we hear from customers is that they have difficulty getting others in their organization to make sense of financial data coming out of their ERP system. Maybe it’s analysis, forecasting, or budgeting and planning. No matter what your pains are, […]

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Getting Hyper about Hyperlinks

You can increase productivity and efficiency by using hyperlinks in your Excel documents. Hyperlinks are incredibly easy to set up and even easier to use. The easiest method for inserting a hyperlink is to create a link to a website. Excel recognizes the syntax of ‘www.something.’ When you type a website into a cell, Excel […]

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Reporting for Professional Services Dynamics SL users

This article tackles the topic of financial and operational report writer solutions for Professional Services teams utilizing Microsoft Dynamics SL, so you can make the right investment.     In today’s business world, maybe particularly for Professional Services teams, a dynamic, easy-to-use reporting solution is vital to remaining competitive in your industry, riding the waves of […]

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MS Dynamics World Webinar – Full Circle Budget

Full Circle Budget is an essential tool that helps overcome the frustration and pitfalls of budgeting in Excel for Dynamics users.  Full Circle Budget works with any financial reporting software that exports to Excel.  If Excel is your budget software, Full Circle Budget will streamline the budgeting process. Does it take a long time to import your […]

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Budgeting for Professional Services Dynamics AX Users

Modern budgeting and forecasting tools can help Professional Services organizations streamline, modernize and expand their Dynamics AX planning processes.     Budgeting is typically a challenge no matter your industry, but thankfully it is becoming more user friendly and intuitive because of modern tools to expand your Microsoft Dynamics AX processes.  Planning is just as vital […]

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Professional Services Reporting with Dynamics AX

This article is all about your financial reporting options for Professional Services organizations relying on Microsoft Dynamics AX for analytics and data management. In the modern business culture, perhaps more so for Professional Services teams, a powerful, dynamic financial reporting solution is essential to understanding how you’re doing in today’s marketplace, economy, and your specific […]

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