5 resolutions for your Microsoft Dynamics ERP solution

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The end of the year is the perfect time for resolutions, as is tradition, but they can be hard to keep. Along with getting back into shape, take some time to optimize the use of your Microsoft Dynamics GP or Microsoft Dynamics 365 Business Central solution. Here are a few simple tips and suggestions to help you make the most of your business management system. This way, you’ll kick off 2022 on the right foot by facilitating the use of your Microsoft Dynamics ERP solution!

Clean out the data stored in your ERP

Keeping the data stored in your system up to date is hard work, but doing so will facilitate the use of your solution and ensure the integrity of your data. As such, it might be a good idea to clean out your clients, contacts, and payroll codes, and see which projects should be closed or moved to the history. SmartLists are a great way to clean up your files easily.

Update your Microsoft Dynamics GP solution

With the latest version of Microsoft Dynamics GP now out, you no longer have any excuse not to upgrade your system. Commit to migrating your ERP to the latest version in 2022 to accelerate the digital transformation of your organization and benefit from the latest features and security updates available. Read our blog post to learn more about Dynamics GP 18.4.

Review your processes and workflows

If you haven’t done so in a while, it might be a good idea to review your processes to make sure they work the way your organization does. It can also be a good opportunity to streamline and speed up some processes such as approvals with workflows. This is a great way to ensure the solution works the way your organization does.

Implement Microsoft Power BI

If you want to take your business intelligence and analytical capabilities to the next level, consider implementing Microsoft Power BI in 2022. Fully cloud-based and integrated to Microsoft Dynamics solutions, Power BI provides dashboards, diagrams, and charts to manipulate and visualize data the way you need it.

Integrate your ERP to your CRM solution

Consider integrating your ERP to your CRM solution, or implementing a CRM solution that will integrate to your ERP. If you’re using Dynamics 365 Business Central, it fully integrates to Microsoft Dynamics 365 Sales for optimal visibility on your data. If you’re using Dynamics GP, a connector such as JOVACO’s GP-CRM connector can ensure a continuous flow of information between the components of your system.

New year’s resolutions are notoriously hard to keep, so make sure to set measurable and attainable goals, and feel free to tailor the suggestions above to your organization’s needs and realities. This will ensure you leverage the full potential of your Microsoft Dynamics ERP solution in 2022 by facilitating and optimizing its use. Want some more ideas? Check out our Microsoft Dynamics ERP Optimization Tips.

By JOVACO Solutions, Microsoft Dynamics ERP specialists in Quebec

 

About JOVACO Solutions

JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit our website or contact us for more information.

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