The Social Pane: Fact or Myth?

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The year is 2013 and the Dynamics world is abuzz with the recent introduction of the Social Pane for Dynamics CRM 2013. The goal was simple, create a place where a user can see all business interactions related to a specific record.

Project Accounting in the Cloud: At Your Service

Service and project-based businesses require streamlined processes to maximize line items and profit margins. Enter Cloud-based project accounting.

A Quick Tip for CRM Administrators and IT Support Staff

We live in a connected world. At every corner you can see a plethora of tablets, smart phones, and laptops. This makes troubleshooting nearly impossible for CRM Administrators and often times, the entire IT department.

New GP Highlight- Self-Service User Type: When Less is Better

If your SMB has a growing number of personnel whose roles require less than full or even limited access designations, consider the new Self-Service User Type.

Dashboard Closeup: Definitely Not One-Size-Fits-All

Intacct's Dashboard is hardly one-size-fits-all. In fact, its features can be custom tailored to fit you. In the end, there's one perspective that matters: yours.

A Nonprofit's Most Utilized Tool: Intacct Dashboard

Nonprofit organizations and Intacct demonstrate real-time adjustments in tracking gifts and donations with automatic implementation to produce updated and accurate reporting. For years, many for-profit organizations have essentially played 'catch up' in producing periodic reports for stakeholders and investors. With Intacct, the nonprofit organization immediately reaps the benefits of the cloud-based platform.

Solutions: The Unsung Heroes of CRM Customization

I’ve been wondering for a long time now if I should write this particular blog. Primarily because the topic seems overly straightforward, but after working in a few client environments for the past few weeks I feel obligated to. So, without further ado, let’s discuss Solutions within Microsoft Dynamics CRM. Ever since Dynamics CRM 2011, Microsoft has simplified the process of moving the customizations from one system to another. However, as I eluded to in my opening explanation, not everyone takes advantage of this.

Automate Your Track & Approval Processes with Dynamics GP's Workflow Document Attachment

Whether your Small to Medium Sized Businesses (SMBs) receive 50 or 500 invoices each month, tracking and approving them, along with the corresponding purchase orders, can grow into an overwhelming task. Microsoft Dynamics GP contains several new features, including workflow document attachment, that enhance and streamline these routine and necessary processes.

Intacct: More Practical and Better Business Visibility, Even in Space

Intacct's customers have found practical application of its cloud-based solution worldwide; however, better business visibility is also a practical application in space.

Intacct: Accelerating Financial Consolidation

If you're losing the battle of time consumption amidst financial consolidation, Intacct can step in and accelerate the process.