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Benefits of CRM Online vs On-Premise
One of the first decisions a company will have to make when considering a CRM system is whether to use a cloud version (online) or a version that's installed and maintained on their own servers...
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6 Customer Engagement "Don'ts" to Avoid like the Plague
You’ve heard the horror stories: A single customer interaction is mishandled, the customer posts the experience online, and in a matter of hours what was a simple customer service misstep...
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Batch disposition codes in Dynamics AX 2012
Working in New Zealand means that I get to work with a lot of food manufacturing companies, and that means that Quality management figures in most of our Dynamics AX implementations. Batch...
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1 MILLION PAGE VIEWS: 8 FUN YEARS WITH DYNAMICS CRM
Evidently we are crossing the million pageview mark today as there are only 5 to go. It's been a great 8 plus years I have had with Dynamics CRM! Through CRM 3.0, 4.0, 2011, 2013, 2015, and 2016,...
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MS Connect Suggestion: Add Workflow To Receivings Transaction Entry and...
This has come up from a couple of different clients in the last few weeks. It would be good if approval workflows could be added to Receivings Transaction Entry and also the Enter/Match Invoices...
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Workflow for Purchase Orders Dynamics GP
Workflow for Purchase Orders in Dynamics GP Do you wish you could make the Purchase Order approval and tracing process easier? Thanks to its purchase order workflow functionality, your wish is Dynamics...
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Azure Stack Technical Preview Promises Azure Experience in a Hybrid Environment
Microsoft recently announced what it calls the "next phase of its hybrid cloud strategy" with the first Technical Preview of Microsoft Azure Stack, the technology that will allow organizations to...
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Real-time Management of Check Requests
Check requests are one of many processes DynamicPoint tackles when automating your accounts payable department which ensures efficiency, accuracy and saves you the money you would otherwise be losing...
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Retail Systems Research (RSR) and SPS Commerce Release Industry Benchmark Report
SPS Commerce is excited to share their fourth annual benchmark survey, conducted in collaboration with Retail Systems Research (RSR), Retail Insight 2016. SPS Commerce leveraged their expansive...
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Key2Act (formerly Wennsoft) Launches Customer Portal
Key2Act has launched a new customer portal that gives software users access to manage their profile, view and add new support tickets, browse through solutions, view announcements, and access contact...
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The Future of Productivity and Growth in Manufacturing
The old rules don’t apply. Its not enough to focus on economies of scale and efficiency. Today the focus in the manufacturing industry is on achieving top line growth from customer engagement,...
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Use transfer journals for movement within site
If you have a lot of warehouses and move inventory between warehouses sometime you might need a more formal process to handle the transfer so you can use transfer orders. But sometime you just need a...
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Part 1 – How to Plan a Microsoft Dynamics GP Upgrade
Keeping up with the changes in technology can be challenging and overwhelming. We’ve listed the key steps to planning a Microsoft Dynamics GP upgrade to help assist you in your decision-making. This is...
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Creating a Microsoft SQL Server view from 2 Microsoft Dynamics GP Databases
Someone reading my book asked me the following question: Do you know or can point me in the right direction on how to join or union other company databases? For example we have 4 companies with...
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USD – Spilt Panels
Unified Service Desk for Microsoft Dynamics CRM gives the ability to split panels, useful if you want to create a preview style interface. Maybe with a list of activities on the left and the activity...
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New to Microsoft Dynamics CRM v2016, v2015, or even v2013?
New to Microsoft Dynamics CRM v2016, v2015, v2013? Check out the Microsoft Dynamics CRM Training and Adoption Kit which includes eBooks, Videos and so much awesomeness!
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Microsoft Dynamics GP 2015 Requisition/Purchase Order Processing Workflows...
(Please visit the site to view this video)In this session, we will cover Requisition/Purchase Order Processing Workflow Setup in GP 2015. This feature allows employees to enter requisitions and allow...
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Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online
Microsoft Dynamics CRM Online can be intimidating to new users. It is such a powerful platform with a plethora of features that getting newcomers to adopt it can sometimes be an uphill battle....
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Microsoft Dynamics GP Payroll & HR versus ADP
“The reporting out of ADP is difficult. I have been working with ADP since April last year (2015) and still have trouble finding a report or creating a report. Also, their support is not the...
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Using Azure Table Storage from within CRM
In my last article I described a scenario in which large amounts of data were moved from CRM to Azure Table Storage. The idea behind this operation is to offload inactive data to an alternate...
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