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Microsoft Dynamics
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| GP Tricks and Tips
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SmartList
Did
you know you can rename your SmartList Columns? If you don't like columns
with names like ATYALLOC in your SmartList - just rename them.
Open a SmartList and click Columns. Change a column name in the Display
Name column and save the SmartList as a favorite.
Recurring Batches
Next time you setup a recurring batch,
put an underscore(_) or a "z" at the beginning of the batch to move all
deferred batches to the top or bottom of the batch list.
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Microsoft Dynamics GP 2010 Video Library
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What's New in Payroll?
Click here to see.
What's New in Advanced Distribution?
Click here to see.
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Fun Fact
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By the year 2012 there will be approximately 17
billion devices connected to the Internet.
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| ERP Software Blog
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Customer Information Services is part of the
ERP Software Blog.
Read our post on the blog here.
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| Video:
General Overview of Microsoft Dynamics CRM
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This video will provide a navigation overview of Microsoft Dynamics CRM Online via
the Outlook client and Internet Explorer Web Browser.
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| Weakening Firms Focus on Cuts, Not New Products
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Weakened
companies appear to be focusing more on cutting operating cost. The good news is that most executives see a
brighter year ahead: 74% of the respondents say they expect their companies'
profits to rise over the next 12 months, up from 46% in December 2009. Source: McKinsey Global Survey Results.
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Greetings!
Ah, July! For many of us, it's time to take a much-deserved break, reconnect with
family, and let our overworked brains bliss out on sunsets and umbrella drinks.
This year, it looks like the economy is (slowly) coming back to life and
executives can enjoy a summer vacation without worrying that business will go
off a cliff. That's why I found one article in this month's newsletter so
interesting. A recent survey shows that the majority of senior finance execs
check in with the office several times a week, and one-third check in at least
once a day! Is this good news or bad news? On the one hand, it means there are
enough deals happening that CFOs find it necessary to stay involved. On the
other, it could signal that we finance types are obsessed with work, and simply
can't unplug! I prefer to take it as a good sign. If you have so much going on
that phoning in every day is important, good for you. Meanwhile, pass the
margaritas and hand me my cell phone!
Regards,
Nancy Phillippi
nphillippi@customis.com
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Unplugged is Unacceptable for Many CFOs
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When is a vacation not really a
vacation? When you're a CFO, that's when. A recent survey of 1,400 CFOs revealed
the not-so-shocking truth: senior finance executives never really unplug from
the office, even on vacation. Why has checking in with the office during time
off become so commonplace? Has the instant access of today's technology forever
ruined a day at the beach for CFOs? Click here to read the full survey results, and see how you measure up to the
new breed of workaholics. (P.S. If you are reading this on vacation, you may be
a workaholic!)
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Management Reporter
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Microsoft has introduced a
corporate performance management system for its Dynamics GP and SL products
that will provide real-time financial reporting for midsized businesses looking
to achieve greater visibility across their organizations.
Known as Management
Reporter, the product will act as the replacement
for Microsoft FRx, a financial reporting and analysis application available to
Microsoft Dynamics ERP customers. "This is the first step in a multi-year
roadmap to deliver broader corporate performance management capabilities across
our Microsoft Dynamics ERP solutions," said Crispin Read, general manager of
Microsoft Dynamics ERP at Microsoft. "Management Reporter retains many elements
of the Microsoft FRx product but is built on a completely updated architecture
that will provide a new level of scalability and reliability for customers."
To see an online demo of Management Reporter click here.
Management Reporter allows
Dynamics GP and SL product users to create, generate, help secure and publish
profit and loss statements, balance sheets, and cash flow reports.
FRx customers making the transition to Management Reporter can use a
downloadable migration tool. They will experience a variety of new features
including direct integration with the Microsoft Dynamics ERP general ledger and
a report library where reports can be secured, stored and viewed.
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Load the Pipeline Marketing
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Did you know that Microsoft Dynamics CRM is not just for managing your
customers and sales efforts? Microsoft
Dynamics CRM offers marketing management and automation so you can market more
effectively, improve productivity, and gain actionable insight into your
marketing campaigns.
When sales numbers are below targets,
the sales team is pointing fingers at marketing because they aren't bringing in
enough leads and marketing is saying it is the sales department's fault because
they don't know how to follow-up on a lead. Does this sound familiar?
Ultimately both sales and
marketing need to have access to a unified set of business data and then use
that "single version of truth" as the basis for both business planning and
subsequent sales and marketing activities. Click here to see a demo of how you can manage a
marketing campaign using Microsoft Dynamics CRM. Want to learn more? Contact us. |
ERP: A Potent Weapon to Fight Recession
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In these tough economic times,
companies are scrutinizing every single aspect of operations to unearth new
ways to cut costs and improve efficiency. But cuts alone won't cut it if you
want to survive and thrive. It seems counter-intuitive, but investing in
automated enterprise resource planning (ERP) could in fact help you achieve the
efficiency and agility that enables you to ride out the recession - and be
ready to hit the ground running when the economy rebounds. Click here to read a compelling rationale for investing now,
including 30 specific ways Microsoft Dynamics will impact efficiency,
productivity, compliance, and more.
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About Custom Information Services (CIS)Custom Information Services (CIS) is
a pioneer in affordable managed services, IT solutions and business
software applications for forward thinking businesses. We've been
keeping our customer up and growing for 20 years.
Founded in 1989, CIS' primary
objective is to provide and support business software, IT services, managed network services, telecom, and custom
programming to many customers in many different industries.
Located in Dallas/Fort Worth, CIS has
been implementing and supporting the financial industry, process manufacturing, discrete manufacturing and distribution solutions to clients throughout
Texas and the Southwest; NM, OK, AR and LA. Visit our website at www.customis.com.
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