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.

Wait vs. Timeout: Who Comes Out on Top?

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Not a week goes by that my colleagues and I don’t find ourselves at a crossroads when discussing Workflows in CRM. Personally, I tend to have a love/hate relationship when it comes to workflows because I never want to see the “(Never Ending) Waiting” status in my System Jobs queue. The truth of the matter is, a “Waiting” status can be even more frustrating than a “Failed” status.

Real Time Financial Reporting: Better Business Visibility in the Cloud

Intacct, the leader of best-in-class cloud ERP software, takes streamlining a step further with real time financial reporting and better business visibility with its cloud-based platform. This new functionality enables users to produce necessary reports with the most accurate and up to date data available. Those tasked with regular financial reporting will enjoy use of a myriad of operational time-saving tools, including, but not limited to dashboard snapshot, digital board book and dimensions.

OneNote and CRM... Wait What?

If you’re like me, you use OneNote for everything from grocery lists to taking notes when meeting with customers. So you can only imagine my excitement when Microsoft announced that we can now upload OneNote notes to CRM. Once in CRM a user can link them to a customer, opportunity, case, record or whatever you choose.

Finance Evolution: CFO 2.0

It's a whole new world, with new data, new metrics, new technologies, and new revenue models. From big data and network effects to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever.

Cloud Financials: The Path to Seamless Implementation

Now that you've decided to embrace a cloud-financials solution, all that's left is to implement and go, right? Not quite. Time to prepare, plan and execute.

Solugenix: Another Intacct Cloud Financial Success Story

Solugenix, a provider of managed information technology (IT) and consulting services, recently selected Intacct’s cloud financial management software. Following is a recap of obstacles and challenges, and how Intacct was able to address, implement and overcome.