In previous versions of Microsoft Dynamics CRM, dashboards have been made possible through the creation of custom SRS reports made accessible straight from the Main Form’s Navigation bar. We could even tailor things with a little bit of javascript so that only certain sets of eyes could view the metrics, making it a handy tool for middle and upper management. This came at a hefty price though. Creation and updates to the SRS reports were pricy and often time consuming; after all, the more ‘tricked out’ the graphs and charts were, the more complicated it was to modify them. This is not to say that SRS reports don’t have tremendous value, because they absolutely do. However, we lacked the agility to quickly create a specific set of dashboards meant to be used by different functional areas of the business. Cost factors often prevent us from creating more than one or two dashboards, inevitably leaving many sets of users to fend for themselves in searching and querying for the data they need.
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The Dynamics GP Field Service Series is a very useful set of modules for any service organization. These powerful modules benefit service companies of all sizes by integrating essential accounting, distribution, and service processes.
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Receive a US$2000 rebate on an initial order for at least three users of the Advanced Management (AM) or Business Essential (BE) edition of Hosted Microsoft Dynamics GP through Microsoft’s SPLA Licensing program in the United States. This offer is subject to the following terms and conditions:
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For a limited time Microsoft Dynamics GP (GP) existing customers who attend Convergence 2012 to be held in Houston, TX March 18-21, 2012, are eligible to receive a 20% discount on additional GP, NAV and SL users and/or modules meeting a minimum System Price List value of USD $2,500. The discount may be applied across certain product line, edition or Licensing Model (LMT) transition fees.
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Are you a small business owner who needs sales force automation, but are not sure how to get started? Maybe you experimented with the Dynamics CRM Online Free Trial, but realized you need some help understanding the basics of CRM and applying them to your organization’s needs? Well now you have affordable packages available to you.
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Are you sure you’re making the most of your technology investments?
An effective technology plan isn’t just about buying the latest software. To make the most of your IT investment, you need experts who will review your current infrastructure design and identify potential problem areas. If you’ve become complacent about your company’s IT performance, you might want to ask yourself these questions:
     Is my staff using technology effectively?
     Can I depend on the technology that supports my business?
     Am I sure my current IT provider hasn’t missed something important?
Any doubts? Regain your peace of mind with a IT Network Assessment from FMT Consultants. We’ll explore, assess and report on key areas of your business technology systems, including disaster prevention, security and technology use.
This offer is valid for BOTH new and existing customers, please complete the form in the link below for more information.
*This offer does not include travel expenses
Protect your Investment, schedule you FREE 1-Day IT Network Assessment today!
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Microsoft Dynamics CRM has the ability to improve sales productivity by streamlining your sales process and empowering your sales team with fast access to useful data.
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Previously, in Part 1 we discussed Batch Edit Lists and how they can help you, including preventing batches that get stuck because of a transaction-level error. Sometimes, however, batches stick for an entirely different reason.
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Learn our top 5 reasons why Microsoft Dynamics CRM is great for marketing management!
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Though every module of GP can be set to allow individual transaction posting, most users can benefit from batch posting.
A batch is a group of transactions that will be posted all at once.  Once you have a certain quantity of transactions, it just isn’t feasible to post one-by-one anyway, but for consistency of process even single transactions can also be put into and posted in a batch.
But if you’re using batches and not using Batch Edit Lists, you’re losing a lot of benefit.  The Batch Edit List can be printed from any module’s Batch Entry window from the printer icon on the top right of the window:
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