Intacct Chart of Accounts and Dimensions

The Intacct chart of accounts adds unparalleled flexibility with its intelligent use of dimensions.

Microsoft Dynamics CRM and Inside View

A look into the often-overlooked but intensely valuable InsideView for Microsoft Dynamics CRM from VP of Services Hollie Murray.

Smartlist Designer Tutorial

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Microsoft Dynamics GP Smartlist Designer has great functionality that often gets overlooked. Follow this step-by-step video tutorial to learn more about how to use make a Smartlist that shows details behind your security settings.

SQL 2005 Extended Support Ends

The unveiling SQL 2005 was a major step forward over the previous SQL 2000, and was a watershed moment for pushing SQL into the modern age. It's a little sad to see it go, but for those still running SQL 2005, extended support ends on April 12, 2016.

Duplicating Workflow in Dynamics CRM

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We’ve all been there, we spend hours creating the perfect Workflow with all the necessary checks and conditions to update and create the records that our businesses need to operate from open to close. Rather than spending hours creating the same Workflow you can race to the finish by easily copying the entire logic. Duplicating Workflow in CRM is suprisingly simple.

Microsoft Dynamics GP 2016 Features and Dates

Microsoft Dynamics GP has been steadily adding new features and functionality, doing a skillful job of addressing longstanding requests and forging ahead with enhancements leveraging the newest technologies. The eagerly-anticipated GP 2016 is no different.

FieldOne Sky Extends CRM

Late last year, Microsoft announced its acquisition of FieldOne, the dynamic company behind one of the most comprehensive field service management solution’s on the planet. Microsoft and FieldOne promised deep rooted integration and native functionality between their two systems that would effectively give each solution what it was missing. Fast forward to 2016 and It comes as no surprise that FieldOne Sky is now included in Microsoft Dynamics CRM (Professional license and above). The question becomes, what is it and who would use it?Essentially, FieldOne Sky provides extensions to Dynamics CRM to allow the creation and scheduling of work orders. It also provides a robust mobile application to record work completed by field technicians against said work order. Additionally, Sky allows for a high level of complex possibilities through extensive customization. This is fitting, as System Administrators of CRM can build upon the existing Cases, Contact, Account, Territories, and other CRM service entities.

Fantasy Sports & CRM

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We’re less than a week away from Super Bowl 50 which will signal the end of the 2015 football season and perhaps the end of an era for one of the greatest quarterbacks to play the game. For those dedicated fantasy football owners out there it’s like realizing that Christmas is over. Never fear! CRM is here! In early August Microsoft acquired FantasySalesTeam, an innovative sales gamification platform that’s helped hundreds of companies boost their sales productivity by transforming sales organizations into high powered offenses.

SharePoint vs Sales Literature

Heavyweight Title Fight: SharePoint Integration vs. Sales LiteratureAnytime a company chooses to extend Dynamics CRM past the standard out of the box functionality I have to commend them. It’s this “make it your own” concept that makes Dynamics CRM a true leader in the industry. So, if you’ve implemented Dynamics CRM with SharePoint document integration then my hat is off to you. The foremost beneficial feature of Dynamics CRM and SharePoint integration is the direct collaboration between your sales and marketing teams by allowing them to work within one document management system within a single screen.

Social Media Goes CRM

Following the general yearly trend, it seems that Hootsuite is poised for CRM success. Only time will tell the long standing effects, but so far here is what we know:• You may now create Leads, Opportunities, or Cases from the Hootsuite dashboard • These records can then be acted on by a sales or customer service team • Companies are able to attach social data to the customer record inside CRM • Users can publish content from their own social networks directly into SharePoint sites • All social activities can be documented to track your engagement with your customers