Tag Archive: Dynamics

Feb
17

Creating Charts Within Microsoft Dynamics CRM 2011 Series: Introduction to Chart Design

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When we think of “reporting data”, often the options we conjure up in our heads are simply collections of columns and rows displaying lists of information. However, Microsoft Dynamics CRM 2011 provides us a more dynamic array of options. While I don’t wish to delve into each and every one of them in this article, …

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Nov
29

Benefit/Deduction Summary window in Microsoft Dynamics GP Human Resources

So here it is–year end…and it’s time to start preparing. You may be reviewing salaries, deductions etc. along with updating benefits in Human Resources. The Benefit and Deduction Summary window (HR/Payroll–Cards–Human Resources–Employee Benefits–Benefit and Deduction Summary) is a valuable resource when reviewing employee benefits. But did you know that the Retirement benefit information does not appear …

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Nov
28

Trouble Importing Microsoft Dynamics GP Excel Budgets using the Excel Budgeting Wizard

Recently I have had several clients with problems importing their new budgets. They receive the message that the number of period columns do not match the Excel columns. Well, simple to fix right? For sure someone has edited the format of the spreadsheet; added a column, hid a column, removed the blank row at the top…something …

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Nov
27

Microsoft Dynamics GP and Pennsylvania Local Tax Act 32

You’re wondering aren’t you? Will there be a tax update for the new Pennsylvania Local Tax Act 32? Well, thank you to Microsoft’s Terry Heley for once again clarifying the wild world of payroll and payroll taxes! On her blog (http://blogs.msdn.com/b/dynamicsgp/archive/2011/10/06/pennsylvania-local-tax-act-32-will-microsoft-dynamics-gp-support-it.aspx) she reminds us that Microsoft typically does not support local taxes. Updates are for Federal, …

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Oct
31

Yes Virginia, you CAN post to a closed fiscal period!

Consider this scenario: In preparation for your fiscal year-end close you have closed all the fiscal periods in Microsoft Dynamics GP 2010 Fiscal Period Setup for that year. You have the new year created and users have been posting in that new year. You notice that the checkbook register balance has changed even though there …

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Sep
22

Goin’ to Vegas!

While I have never found a lot of interest in Las Vegas personally, I think I may have found a compelling reason to go this year….Extreme CRM 2011. This is the year’s biggest and most comprehensive CRM-specific conference. What is even more exciting (depending upon your definition of “exciting”) is that  I will be a …

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Jul
01

Microsoft Dynamics GP – US Payroll tax update Round 6!

Yep, you read it correct…ANOTHER payroll tax update! This time the tax table changes are for North Dakota and Connecticut employees. This update also includes a code change. If you are not affected by any of the code changes then just install the tax table update. If you are affected or if you are a …

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Jul
01

Microsoft Dynamics GP – Here we go again…more payroll tax changes! FUTA rate decreases!

Effective July 1, 2011 the FUTA rate will decrease from 6.2% to 6.0%.  This tax is an employer expense and does not effect an employee’s pay check. So what do you need to do? There will be no code change from Microsoft because this unemployment rate is easily changed in Microsoft Dynamics GP. Go to …

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Feb
28

State of CRM

Six years ago, Eric and I left Microsoft to start Summit Group Software.  We knew that a key piece of our long term success resided in the incorporation of Microsoft Dynamics CRM.  At the time, we were working with version 1.2.  Any of you remember that version?  No?  Well you weren’t missing much.  Yes it …

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Feb
16

Microsoft Dynamics CRM 2011 has officially been released! So now what?

Today, February 16, 2011, Microsoft officially released Microsoft Dynamics CRM 2011 On-Premise. While some of you may be Online vs On-premise customers. (http://www.microsoft.com/Presspass/press/2011/feb11/02-16OnPremisesPR.mspx) This newest version of the application carries a number of new features and functionality which have been touted and talked about a lot in the last number of months. However, now that …

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