Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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  1. Rename-Records-NetSuite
    Renaming Records, NetSuite

    Renaming Records in NetSuite

    One of the most important features in a CRM or ERP software service is to be able to make customizations with ease. In this article, we will go over renaming records in NetSuite, to change the names of your records and transactions from NetSuite’s default names to names that fit the terminology of your company….

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  2. Dynamics-365-New-Capabilities
    Microsoft Dynamics CRM

    New CRM Features in Dynamics 365 July 2017 9.0 Update

    With the new Dynamics 365 July 2017 9.0 Update, Microsoft has rolled out several exciting new features and enhancement for CRM. In this article, we will review 3 of these features which can improve you Dynamics CRM: Unified Client Interface, LinkedIn Sales Navigator, and the Multiselect Option Set. 1. Dynamics 365 Unified Client Interface        …

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  3. Saved Search-NetSuite
    Saved Searches, NetSuite

    Saved Searches: Powerful and Underutilized

    If you’re a NetSuite user or know much about NetSuite, you are probably aware that the software’s largest and most compelling feature is the single database model that is accessible by all users from anywhere in the world (as long as you have an internet connection). This means you can utilize the power of saved…

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  4. Microsoft Dynamics GP-Bank-Transfer-Node
    Bank Transfer Node for SmartConnect, Microsoft Dynamics GP

    Dynamics GP Bank Transfer Node for SmartConnect using Multi-Entity Management

    Why should you care about a Bank Transfer Node for SmartConnect? If you ever run into the need to create a map in SmartConnect for Bank Transfers you will notice there isn’t a node available for that. You can create your stored procedure and register the Bank Transfer Node. In this blog, we will go…

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  5. Year-End Close, Microsoft Dynamics GP

    [Video] Microsoft Dynamics GP Year-End Close

    Closing out the year can be a challenging exercise that even the most seasoned accountants face with some apprehension. Watch this Microsoft Dynamics GP year-end close video to run through a winning approach for the big event!     Hopefully, this video helped you learn a few tricks to help you during your year-end processes….

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  6. Year-End Close, NetSuite

    [Video] NetSuite Year-End Close

    Closing out the year can be a challenging exercise that even the most seasoned accountants face with some apprehension. Watch this NetSuite year-end close training session to run through a winning approach for the big event!     Hopefully this video helped you learn a few tricks to help you during your year-end processes. If…

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  7. ASC 606, NetSuite

    ASC 606 and the impact on your business

    The ASC 606 revenue recognition standard represents the most widespread change to revenue recognition rules in recent years. Effective Dec. 15th 2017 (nonpublic companies have an additional year), the new regulation was created to replace the industry-specific guidelines with a single standard across all industries. The implementation of new comprehensive revenue recognition guidance brings monumental…

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  8. Bill of Materials Mass Update, Microsoft Dynamics GP

    Bill of Materials Mass Updates

    Everyone strives to be more productive by creating more efficient processes within our confines. Microsoft Dynamics GP has many tools that can help us achieve that goal. The tool that we will be overviewing in this blog is the Bill of Materials Mass Update feature in Microsoft Great Plains (MSGP). We will start by simulating the…

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  9. autosave feature, Microsoft Dynamics, Microsoft Dynamics CRM, Microsoft Dynamics 365

    Autosave Feature in Microsoft CRM

    Back in 2013, Microsoft added a nifty Autosave feature to CRM 2013 during the Polaris or UR 12 release for CRM which is still here today in Microsoft Dynamics 365. How does it work? Essentially you don’t have to manually save your work anymore! Instead, every 30 seconds after a field changes and if you’re…

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  10. VBA Customization, Microsoft Dynamics GP

    Enhancing Dynamics GP With VBA Customization

    There are times in Dynamics GP where you want to change the behavior of a form and VBA customization (Visual Basic for Applications) can be a great tool to use! For instance, changing the site ID and requested ship date in a sales order header doesn’t revise sales line items that are already in the…

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  11. Concur, ERP

    [Video] 5 Ways to Beat Finance Season

    It’s the end of the year, and the busiest season for finance teams. You’re busy. Too busy. There’s so much to do and not enough time. There’s just not enough of you to go around. How can you possibly get it all done and avoid the year-end crunch? Watch this free webinar to see how…

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