MB2-713 is Microsoft’s Dynamics CRM 2016 Sales certification as I prepare for the exam I’m publishing posts covering all aspects of my revision. This time I’ll be looking at sales order...(read more)![]()
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MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales) – Sales Order Processing (Line Items)
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MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales) – Sales Order Processing (Quotes)
MB2-713 Certification (Microsoft Dynamics CRM 2016 Sales) – in this post I am going to continue with my revision notes connected with the MB2-713 exam by looking at quotes.
Quotes are often required...(read more)![]()
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extremeCRM 2016 en Varsovia!
La pasada semana he tenido el placer de volver a poder disfrutar del que para mí es el MEJOR EVENTO …![]()
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Kellerstrass Oil Doubles Their Close Ratio with Dynamics CRM
There are two things we love talking about: CRM and the success that our customers are achieving with it.
About four years ago, Kellerstrass Oil, a distributor of Chevron products, made the business decision to become a Chevron 1st Source Lubricant Marketer. One of the requirements is to have a CRM solution in place, because that’s really the only way participating distributors can provide the detailed reporting that Chevron requires. Rick Reese, Kellerstrass Oil’s Senior Vice President, started looking into finding the right solution that would not only be the right fit for Kellerstrass, but also fulfill the requirements set forth by Chevron and the 1st Source program.
They evaluated several CRM solutions including Salesforce and Microsoft Dynamics CRM. What helped seal the Dynamics CRM deal is the turn-key solution that Ledgeview Partners had developed specifically for Oil & Gas Distributors.
How has it worked out? Well, since we wrote up a case (success) story on it, you can do the math.
Chane Kellerstrass, Director of Business Development, puts it in perspective, “The closing ratio in our industry is, on average, a little under 20%. Since implementing Ledgeview’s CRM, we’re tracking double that. In fact, we’re close to 50%.”
Now that is seriously impressive. But wait! It gets even better. Kellerstrass adds, “CRM’s helped our company as a whole, contributing to sustained year over year growth of about 8 to 10% each year.”
Read the full case study to learn more about the process they went through and more of the benefits that Kellerstrass Oil is achieving with Ledgeview’s CRM for Oil & Gas product, powered by Microsoft Dynamics CRM.
by Ledgeview Partners
The post Kellerstrass Oil Doubles Their Close Ratio with Dynamics CRM appeared first on CRM Software Blog.
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Finite capacity, infinite capacity, and max. order sizes
The terms “infinite capacity” and “finite capacity” always confused me a bit when I was a user. I always thought “well, how can scheduling working if the capacity is infinite – I must need to use finite...(read more)![]()
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Dude, where's my FMLab?
If you are learning to develop on the new Dynamics AX, some tutorials on http://ax.help.dynamics.com refer to the c:\FMLab folder on your Dynamics AX VM. As of the February 2016 (RTW) release, this folder...(read more)![]()
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Microsoft Dynamics GP 2016 is upgraded – What’s next?
The GP 2016 Upgrade process continues with Microsoft Dynamics GP 2016 is upgraded – What’s next?
The post Microsoft Dynamics GP 2016 is upgraded – What’s next? appeared first on DynamicAccounting.net.
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The MSDW Podcast, April 25, 2016: Microsoft Dynamics MVPs on Trends Impacting the MVP Program, MPN, Madeira, MSFT Earnings – MSDynamicsWorld.com
Two Microsoft Dynamics GP Business Solution MVPs weigh in on the changing MVP program, Project Madeira, MPN cloud competencies and more.
Mariano and I took a turn on The MSDW Podcast, April 25, 2016: Microsoft Dynamics MVPs on Trends Impacting the MVP Program, MPN, Madeira, MSFT Earnings
Make sure to checkout the episode.
The post The MSDW Podcast, April 25, 2016: Microsoft Dynamics MVPs on Trends Impacting the MVP Program, MPN, Madeira, MSFT Earnings – MSDynamicsWorld.com appeared first on DynamicAccounting.net.
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GP 2016 Feature of the Day: Manage/Edit Attachment Flows – Microsoft Dynamics GP Community
Catching up on a GP 2016 Feature of the Day: Manage/Edit Attachment Flows
The post GP 2016 Feature of the Day: Manage/Edit Attachment Flows – Microsoft Dynamics GP Community appeared first on DynamicAccounting.net.
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Vendor – amount in transaction currency – balance
If you are looking at the vendor record there is a field listed under the purchase order defaults called amount in transaction currency. This is actually the vendor balance. Which could be a handy field...(read more)![]()
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GP 2016 Feature of the Day: Duplicate Accounts Import Exception Report
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Dynamics GP 2016 Feature of the Day: PowerBI Reports on the Home Page
Welcome to the Feature of the Day. PowerBI is a powerful reporting tool. Now you will be able to view reports on the Home Page of the Desktop Client.
Link to the PDFs: OneDrive If you are having trouble with the OneDrive link, try this link.
To learn more about PowerBI, attend www.gpugamplify.com
Pam
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GP 2016 Feature of the Day: OData Service
OData is coming May 1, with Dynamics GP 2016. This gives us PowerBI.com.
Link to the PDFs: OneDrive If you are having trouble with the OneDrive link, try this link.
To learn more about OData and PowerBI, attend www.gpugamplify.com
Pam
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Volle Kraft voraus bei Royal Caribbean – mit überzeugenden Kundenerlebnissen
Jedes Unternehmen, das sich zum Ziel gesetzt hat, effizienter zu agieren, die Kundenbindung zu verbessern und seine Gewinne zu steigern, sollte sich in erster Linie einen Bereich genauer ansehen –...(read more)![]()
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Microsoft Dynamics GP 2016 Feature of the Day – Support Named User Pricing
Support named user licensing for the Self Service User Type
Are you a CAL client interested in installing Microsoft Dynamics GP 2016? Contact us first. CAL Business Solutions 860-485-0910 or support...(read more)![]()
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Microsoft Dynamics AX Licensing Optimization Study
How to minimize the number of changes and work iterations while maximizing the savings on Enterprise Licenses
User Licensing in Microsoft Dynamics AX 2012 R3 is determined by the highest license level...(read more)![]()
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Dynamics GP Land: Dynamics GP “posting date” vs. “posted date” confusion
Steve Endow revisits Dynamics GP “posting date” vs. “posted date” confusion
The post Dynamics GP Land: Dynamics GP “posting date” vs. “posted date” confusion appeared first on DynamicAccounting.net.
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Where to Find 100 References for Microsoft Dynamics GP
I am always a little skeptical about the value of asking for references.
I know that the vendor I am evaluating is going to cherry-pick their best clients, the ones they know had a great experience and will say nice things about them. Those other clients, the ones who might not give glowing reviews, are hidden in a dark closet.
But if you are evaluating a major purchase, such as new accounting software, you want to hear it all. The good, the bad and the ugly.
If you are evaluating Microsoft Dynamics GP accounting software, the best way to get the truth is to ask people who are already using the software. Where can you find them? User groups.
There are national events such as Amplify and GPUG Summit that have thousands of attendees.
But what if you want to evaluate not only the product, but also the local Dynamics GP partner you will be working with? A partner that holds their own user group and gives you access to their clients has nothing to hide.
If you are in the New England area you can attend CAL Connect2016 on May 19, 2016 in Bristol, Connecticut hosted by CAL Business Solutions. At this event you can talk to more than 100 current Dynamics GP users. Each of them can be a reference.
Also you can meet the entire CAL Business Solutions team. Not just the salesperson who comes to your office to do the demo, but everyone you will be interacting with during your project – from support to admin.
Don’t let the term “existing customer event” or “user group” mislead you – these events are open to you as a prospective user too. In fact, we encourage all the “future clients” we know to attend CAL Connect2016.
At a past CAL Connect event we had in attendance five local Connecticut companies that were still in the accounting software selection process. They were evaluating both Microsoft Dynamics and CAL Business Solutions. All five of those companies are now CAL Business Solutions clients (using Microsoft Dynamics GP of course). This event helped them answer the question, “Why should I choose CAL Business Solutions as my Microsoft Dynamics GP Partner?”
If you are a Connecticut company evaluating an ERP/accounting software upgrade now, or even in the distant future, I invite you to attend CAL Connect2016.
CAL Connect2016 Details/Registration
So my insider tip for you is, don’t rely on just a few references hand chosen by a vendor. Go to where ALL the users are.
By CAL Business Solutions, Connecticut Microsoft Dynamics GP (Great Plains) Partner
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Vendor – Chain
In a previous post we had a look at different patterns in vendor setup. When looking at different ways to model and report on your suppliers you could look at using the chain field if you want a simple...(read more)![]()
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Management Reporter CU15 Now Available! | Dynamics Financial Reporting
Management Reporter CU15 Now Available! None of my comments would be productive so I’m going to leave this as is.
The post Management Reporter CU15 Now Available! | Dynamics Financial Reporting appeared first on DynamicAccounting.net.
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