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Conexus SG, Microsoft Dynamics GP, AX, SL and CRM Blog.

Microsoft Dynamics GP 2013 R2: Making Communication Easier

Posted by on July 23, 2014 in Blog, Dallas Microsoft Dynamics GP, GP | 0 comments

We are incredibly excited about GP 2013 R2. From the new reporting tools to improved workflow, getting business done just keeps getting better. Having a powerful accounting system can support the way you manage your business. Having a powerful system that simplifies communication within your supply chain – well, that’s just a game changer.   And, that’s what some of the new features within Microsoft Dynamics GP (Great Plains) 2013 R2 upgrade are all about. Now, sharing the right information with the right person has become easier than...

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“Learning to Love your GP”: Electronic Banking Features

Posted by on July 14, 2014 in Blog, Dallas Microsoft Dynamics GP, GP | 0 comments

So your company has been running Microsoft Dynamics GP for a while now – maybe a few months, maybe a few years.  And, while it has provided a financial backbone for your growing enterprise, you can’t help but think that you’re not really getting everything out of it that you should.  Well good news: in this installment of “Learning to love the GP you already have” we’ll take a look at some of the electronic banking features that will increase your ROI for GP. As your business grows, so do the sheer numbers of financial transactions each...

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Cloud-ERP with a Chance of Meatballs: Pros and Cons when Evaluating Whether to Deploy an On Premise or Cloud Solution for your ERP

Posted by on July 9, 2014 in Blog, Cloud, Dallas Microsoft Dynamics ERP, ERP | 0 comments

More and more companies are moving their business to the cloud every day. Easy accessibility, security, reduced IT maintenance, and expert backups are only a few of the reasons why the cloud is the answer for thousands of companies looking for an efficient way to host their ERP solution. According to Business News Daily, over 63% of companies are using some type of software-as-a-service (SaaS) platform to manage their everyday activities. There are several things to consider when deciding between an on premise or cloud solution. First, you...

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How to Make Template Journal Transactions in SL

Posted by on July 6, 2014 in Blog, Dallas Microsoft Dynamics SL, Journal Transactions, SL | 0 comments

Microsoft Dynamics SL allows for a number of ways to make short work of repetitive journal entries. What about journal transactions that are repetitive but have slightly different information? I’m glad you asked! Take for instance the following journal entry that moves $1 to petty cash from the main bank account: Notice that I have changed the Type to “Manual” and completed the entry as I would any other. After clicking “Save,” we were given a batch number. We want to take note of this batch number somewhere...

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Learning to Love your Microsoft Dynamics GP – GP and Security Levels

Posted by on July 5, 2014 in Blog, Dallas Microsoft Dynamics GP, GP | 0 comments

Oftentimes as a business owner, you can’t make time to learn new things unless they will have an immediate impact on your daily affairs. How to increase sales, improve customer retention, lower costs, or make bookkeeping more efficient: these are the critical decisions you face every day. These are also the reasons you pushed through the install of Microsoft Dynamics GP. But, now that you are up and running, we’d like to remind you of some of the other useful features GP provides. In this blog series, we’re going to revisit some of the...

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Sales Order Import with GL Distributions

Posted by on June 29, 2014 in Blog, GL Distributions | 0 comments

Business integration specialist Janeece Moreland explains GL Distributions and how a developer can take data that has been provided on an Excel spreadsheet and create a map with SQL Select to group data appropriately on the detail map functions. The example shows how an Excel Spreadsheet containing items such as customer info, item descriptions and GL account numbers can be mapped to correct places within the general ledger so that invoices can be created. While the original map provides GL distributions lines, EFT imports, Post Import SQL...

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How to Open Dynamics SL Screens

Posted by on June 24, 2014 in Blog, Dallas Microsoft Dynamics SL, SL | 0 comments

I’m sure it has something to do with the way Solomon was originally programmed, but for whatever reason, the screen selection logic in Microsoft Dynamics SL doesn’t quite follow the way every other Windows program in the universe does. As a result, I make a point of showing new users how the SL menu system works before allowing them to struggle trying to open their screens. For anyone that finds that they frequently… open multiple screens by accident have to look for the screen underneath the main menu have to try more than once...

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When QuickBooks is no Longer Enough

Posted by on June 21, 2014 in Blog, Dallas Microsoft Dynamics ERP, Dallas Microsoft Dynamics GP | 0 comments

When a business is just getting started, Quickbooks is a practical financial management tool.  Its limited features and options make it easy to learn when the other aspects of starting a business are competing for your attention.  But, as a company grows – adding employees, locations and products, the need for more powerful tools becomes apparent.   Not only does the growing sophistication of your business tax Quickbooks in ways that it was never intended to support, but the lack of forecasting tools available are also holding you back....

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Creating a Word Template for Dynamics GP

Posted by on June 20, 2014 in Blog, Dallas Microsoft Dynamics GP, GP | 0 comments

Creating a Word Template requires working with Microsoft Word and Dynamics GP Report Writer. This post will walk you through the required steps. It’s important to perform these steps in order. You also will be working with the Template Configuration and Template Maintenance in Dynamics GP. You must have two applications installed before beginning this process:  Microsoft Dynamics GP Add-On for Word and Open XML SDK 2.0 for Microsoft Office. Open XML will be installed when you install Dynamics GP. The Dynamics GP Add-On for Word is located on...

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5 Things I Don’t Do For Clients (for Their Own Good)

Posted by on June 20, 2014 in Blog | 0 comments

Every now and then, a “big deal” data loss event shows up in the news. The reason those events are news worthy is not because they are rare, but because they have brought down companies or have impeded investigations. They may have even facilitated a fraud. The problem is bad enough when email, text documents or spreadsheets are lost. These types of data are not changed rapidly from day to day so at least the recovery method is straight-forward. Financial systems and other enterprise applications are a bit different though....

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