In this post, we'll cover how to integrate your Dynamics 365 for Financials instance directly with Power BI (free version). Prerequisites Office 365 account with Dynamics 365 for Financials and Power BI (free) accessible. This is not normally an issue unless you are in an Office 365 demo/tenant environment with limited apps. Contents Verify User […]
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How to Change an Account Number in Microsoft Dynamics GP
In order to change an account number in Microsoft Dynamics GP, there are a few steps you need to take. Changing an account number would be taking an existing number like 100-1000-100-1 and growing it to 101-1001-1001-100-1. First things first - Make a full and complete backup of GP and the company database prior to starting any […]
continue reading...New Features and Enhancements to Signature and MobileTech from KEY2ACT
KEY2ACT has been hard at work on the new release of Signature and MobileTech. Both Signature 2016 R2 and MobileTech 5.5 are set for release on December 20, 2016. These new releases will be fully compatible with Microsoft Dynamics GP 2016 R2. Signature Enhancements Email capabilities for purchase orders This great new feature in […]
continue reading...Tips for Closing Year-End in Microsoft Dynamics GP
Microsoft Dynamics GP customers who are up-to-date on their annual enhancement receive year-end and tax updates completely free. These changes allow you to comply with 2016 filing requirements and automatically update your tax tables with little to no work on your part. The GP Service pack update is easily downloaded from CustomerSource and ensures you’re […]
continue reading...Setting up Purchase Order Approvals in Microsoft Dynamics GP
New enhancements to Purchase orders allow you to set up a limited way to allow purchase order approvals in Microsoft Dynamics GP without having to add on any additional software. The approval set up button will show you the list of users you have available in Microsoft Dynamics GP. There you will see the approval […]
continue reading...Five Upgrade Mistakes That Cost Microsoft Dynamics GP Users Money
Software is a big investment and you should get everything you can out of your purchase of Microsoft Dynamics GP. Many companies lose productivity or spend too much money because of these five errors when it comes to a GP upgrade. You upgrade too soon At Stoneridge Software, we recommend upgrading 4 weeks or more after the […]
continue reading...Nine Great New Features Available in Key2Act MobileTech R5.0
Key2Act has released MobileTech R5.0 with a long list of new features and functionality that will help technicians do their job better and more efficiently. This new release is compatible with Key2Act Signature 2016 and backward compatible with Signature 2015 R2 SP1 and Signature 2016 R3 SP3. This release is offering technicians more control and […]
continue reading...Top Three New Features in Key2Act Signature 2016
The release you’ve been waiting for is here. Get a better look at the new features and functionality available in Key2Act’s latest version – Key2Act Signature 2016. This version is fully compatible with Microsoft Dynamics GP. Here are the top three new features that we’re most excited about. Added source tracking for Service Calls Now […]
continue reading...Customer/Vendor Consolidations in Microsoft Dynamics GP
In Microsoft Dynamics GP, customer/vendor consolidations allow you to set up a relationship between a company that is a vendor as well as a customer. If you’re purchasing and selling items to the same company, you’ll save time and resources by setting up customer/vendor consolidations. This functionality consolidates the balance you owe and the balance […]
continue reading...Writing Off Unpaid Debts in Microsoft Dynamics GP
From time to time you may have a customer that underpays what is due and you need to decide either to collect on the debt or write it off. In some cases, it makes more sense to write off that past due balance. In Microsoft Dynamics GP, this is an automatic process where the system […]
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