In This Issue - February 2013
Top Hightlights - Dynamics SL Feature Pack 1
Earn CPE Credit by Attending Management Reporter Training
Boyer & Associates Named 2012 VAR Star
Boyer & Associates and PowerObjects Help Lifeworks Expand Services
Credit Card Processing for Microsoft Dynamics SL
Microsoft Dynamics SL Webcasts
Checking Service Packs

Dynamics SL Tip - Determining Information about a Field on SL Screen

Have you ever struggled determining where the value in a field appearing on an SL screen is stored in the database? Finding that information is actually fairly simple! Click here to read more.

 

Reenrollment Award for Microsoft Dynamics SL Customers

Renew your service plan and receive up to 20% off* your next qualifying license purchase, add users, purchase new modules or transition to Business Ready Licensing. Discount is based on tenure of customer and consecutive years of being current on Microsoft Dynamics Service Plan. Offer expires June 28, 2013.

 

Contact us for more details.

 

Top Blog Posts

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Contact Boyer & Associates

Boyer & Associates

3525 Plymouth Blvd. Ste. 207

Minneapolis, MN 55447

(763) 412-4300

Web: www.boyerassoc.com

 

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Top Highlights - Dynamics SL 2011 Feature Pack 1

The Microsoft Dynamics SL 2011 FP1 feature set centers on continued Project enhancements, Time & Expense Web Services, andSL Logo the  inclusion of Business Analyzer for Dynamics SL 2011. Here are some of our favorite highlights from this release: 

 

1. Hard Close by Module 

The ability to post to closed fiscal periods can now be controlled at the module level. A new Posting Options tab is added to the GL Setup screen.  

 

2. Batch Control report by Module 

Printing of batch control reports can now be controlled at the module level. The option Automatic Batch Reports is changed to Automatic Batch Reports for all Modules. This prints all batch reports for all modules as before. 


 
3. Flexible Billings Fiscal Period Filter for Automatic Invoice Creation 

You can now filter items that you select for invoice creation in Automatic Invoice Creation (BI.AIC.00) by fiscal period. The Start Fiscal Period box and End Fiscal Period box are added and you can specify starting and ending dates or starting and ending fiscal periods, or both.  

 

4. Timecard Correction by Line Item  

The ability to correct timecards by line item is now available. You can change lines, delete lines, and add lines for existing timecards as you did in earlier versions. 
 

5. Business Analyzer 

Business Analyzer provides a client dashboard into SQL Server Report Services (SSRS) reports and does not require Microsoft Dynamics SL 2011 FP1 to be installed locally. This feature provides business decision makers with a desktop dashboard that they can use to gain contextual business intelligence by viewing up-to-date reports pulled from Microsoft Dynamics SL.   

 
6. User Roles 
 
User roles are introduced with Business Analyzer. This is implemented in User Maintenance (95.260.00) and either a group or a user can be a Role.

 

7. Quick Query  

The ability to create SQL Server Report Services (SSRS) reports from the Quick Query menu is now available and can help you in building SSRS reports that contain the same or similar data as you have in your queries.  

 

To learn more about all of these great new features, click here or watch an on-demand webinar here. You can access the new release today via CustomerSource or contact us  for help. 

 

Earn CPE Credit by Attending Management Reporter Training

 

Join us for Management Reporter Training on February 20 and 21 or March 20 and 21, 2013 and earn CPE credit! This two-day class is ideal for the accountant who has had little formal training in Management Reporter, the new real-time financial reporting application from Microsoft. This class has sold out each of the past 6 months and will only be offered while there is enough interest to fill the classrooms. We limit the classroom to 6 students to guarantee a high quality hands-on class environment.

 

This tool replaces FRx and has undo capabilities, a nicer user interface and the ability to group or organize reports in a more useful way. Discover the power and flexibility of new reporting trees to present financial results at the responsibility level (i.e. by accounting segment or dimension and combinations thereof). Use report output and distribution options including Report Viewer. Topics to be covered include: 
 
 

  • Designing basic report building blocks in Report Designer with row definitions, column definitions, and reporting tree definitions.
  • Associating the building blocks in a variety of report definitions including trial balance reports, income statements, variance reports, balance sheets and consolidation reports.

When: 

February 20 and 21, 2013 

Register Now Button       

 

March 20 and 21, 2013

 

 

Location:

Boyer & Associates office

3525 Plymouth Blvd.

Plymouth, MN, 55447


Cost:

$800 per individual - (laptop, seasoned instructor, lunch and manual will be provided)

 

Boyer & Associates Named 2012 VAR Star

Boyer & Associates has been selected as a member of Bob Scott's VAR Stars for 2012! Only a group of 100 organizations are honored for their accomplishments in the field of midmarket financial software. This is the third consecutive time Boyer & Associates was named to the list. This list is chosen based on quality rather than sales volume so we are especially proud of this award. Check out all the details here.

 

Boyer & Associates and PowerObjects Help Lifeworks Expand Services, Reduce Costs with Integrated ERP and CRM Solution

Business Situation

Lifeworks, a Minnesota-based non-profit organization serving more than 1,000 people with disabilities, wanted to minimize administrative costs, gain the ability to serve more people with greater results, and make its employees more effective in their jobs.

 

Solution

Lifeworks implemented Microsoft Dynamics CRM, upgraded Microsoft Dynamics SL, and extended the solutions with customized capabilities to streamline business operations.

 

Benefits

 

With an integrated business management solution that combines Microsoft Dynamics CRM and Microsoft Dynamics SL with custom capabilities and extensions that Lifeworks developed from Boyer & Associates and PowerObjects (Microsoft Dynamics CRM Partner), the organization has been able to: 

  • Increase service capacity in customized support by 26 percent without adding employees
  • Exceed organizational goals for reducing administrative costs
  • Simplify regulatory compliance and reporting
  • Improve client service levels 
 
"We can serve more people in the community more effectively. Even better, we accomplish this at the same time that we maintain a reasonable overhead." 

Christopher Huerta, Vice President of Information Technology, Lifeworks

 

Click here to read more. 

 

Credit Card Processing for Microsoft Dynamics SL

MaxQ Charge It! streamlines credit card processing by eliminating the need to access multiple systems, reducing redundant tasks and improved accuracy. By automating and streamlining credit card processing, Charge It! speeds up the process and reduces mistakes that can be made using systems that require manual processing. Easy to use and install, MaxQ Charge It! also comes packed with helpful features to further streamline transaction processes.

 

MaxQ Charge It! is designed to meet the Payment Applications Data Security Standards (PA-DSS).

 

Designed for Microsoft Dynamics SL:

  • Easy and intuitive user interface
  • Integrates with MaxQ Document Agent module
  • Direct access from the Microsoft Dynamics SL menu (sales order entry or shipper screens)
  • Easily voids a sale or credit with error correction
  • Single server use for all Microsoft Dynamics SL operators
  • Provides options for implementation. Can be implemented using the AR modules, Order Management or the Charge It! Object

For more details on this great tool, click here or contact us.

Microsoft Dynamics SL Webcasts

Please join us for a Microsoft-hosted webcast exclusively for Microsoft Dynamics SL customers. These one hour pre-recorded webcasts include content designed to ensure you have full exposure into how you can maximize and extend your current Microsoft ERP investment.

Quick Way to Check Which Service Pack You are Using

Service packs are updates to products to resolve a known issue or workaround and update systems to the most current code base. Being on the current code base is important because that's where Microsoft focuses on fixing problems. To check which Service Pack you are using, log into Dynamics SL, go to Help (question mark icon) >> About Microsoft Dynamics SL.

 

Here are the Kernel Builds as translated into Versions.  The highlighted rows are no longer supported by Microsoft.  All versions of SL 7.0 will not be supported or updated by the end of 2013. 

 

Kernel Build

Version

8.10 and above

SL 2011 FP1

8.01.21108.01 through 8.01.30314.00

SL 2011 SP1

8.00.20321.00 through 8.00.30213.00

SL 2011

7.05.50502 and above

SL 7.0 SP4

7.04.40409 through 7.04.50212.00

SL 7.0 SP3

7.03.21026 through 7.03.41104

SL 7.0 FP1

7.02.21010 through 7.02.31125

SL 7.0 SP2

7.01.00000 through 7.01.99999

SL 7.0 SP1

7.00.00000 through 7.00.99999

SL 7.0 No Pack

 

Boyer & Associates