Armanino Dynamics Blog

Armanino Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

Thursday, October 30, 2014

Retained Earnings, Currency Translation, and the Management Reporter with Dynamics GP Datamart

We’d like to point out some hurdles we have seen with Management Reporter and currency translation. (This KB article is a very good resource to read if you will be using Management Reporter and currency translation.)

Here are a few points I want to highlight.

On many of my implementations, I like offering the customer the option to use account categories. Management Reporter has made mapping to these categories much easier than Frx.  In Frx, you have numbers as the linked value, not the actual category name like in Management Reporter. If you do build your reports using categories, it makes it easier to keep the reports up to date, as new GL account numbers require a category to be added.

Thursday, October 23, 2014

Increase Upselling Opportunities with Suggested Sales Items in GP2013 R2

Suggested Sales Items is an awesome feature that has been introduced in GP2013 R2. This feature leads to a potential increase in profitability by allowing the system to assist the salesperson with up-selling!  In order for this feature to appear in the Sales Module, the Suggested Sales Items must first be set up in the Inventory Module.

Monday, October 20, 2014

High Tech Outsourced Supply Chain Best Practices Webinar

Does worrying about compliance, traceability, and accurate forecasts (or lack thereof) keep you up at night?

Hear from Armanino's subject matter experts on this complimentary on-demand webinar to learn how high tech manufacturers and fabless semiconductor companies are addressing data capture, integration and collaboration with vendors, contract manufacturers and 3PLs to achieve a central view of their supply chain.

Learn about:
  • Fundamental "Best Practices"
  • Importance of good data
  • Enabling compliance and traceability
  • Moving to a proactive vs. reactive model
  • Identifying and eliminating supply chain obstructions
View the on-demand recording and the presentation from the webinar.

Monday, October 13, 2014

Research Finds Dynamics AX as the Break-Away Leader for ERP

The analysts have spoken, and we've been listening. Microsoft Dynamics AX is the ERP solution for forward-thinking business leaders.

Recent findings in Ovum’s ICT Enterprises Insights report note AX as the preferred vendor for global enterprise organizations, far surpassing other major vendors. According to Warren Wilson, lead analyst for the report, “[Microsoft’s] Dynamics product line is an increasingly attractive option for organizations looking to augment their legacy ERP systems with capable enterprise applications that are easy to deploy and integrate.”

With AX’s easy-to-use interface, smooth integration capabilities, and agile scalability, it’s no surprise that this is the top ERP solution for business leaders.

Learn more: Microsoft Dynamics AX 

See more about the ICT Enterprises Insights research: Microsoft Dynamics Community

Thursday, October 9, 2014

Armanino Announces New High Tech & Life Sciences Manufacturing Industry Practice Leader - Jeff Russell

Jeff Russell - Armanino - Microsoft Dynamics High Tech & Life Sciences Manufacturing Partner
As a Microsoft Dynamics High Tech & Life Sciences Manufacturing Micro Verticals Partner, Armanino is dedicated to delivering key industry specific initiatives. In this new role, Jeff leads a team of research & development, delivery consulting, marketing, pre-sales and sales professionals in providing a consistent and cohesive platform of intelligent solutions to meet industry-specific needs. He understands, evaluates, and executes delivery of solutions to meet industry needs for enterprise business systems.

“Jeff thrives on helping businesses identify solutions for improved and scalable systems that support their growth and address their industry challenges,” said Tom Mescall, Partner-in-Charge of Armanino’s Consulting Department.  “He has a unique skill set to evaluate business models and assist with implementing solutions for High Tech and Life Sciences Manufacturing industries.”

Thursday, October 2, 2014

Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 is now available!

On Tuesday, September 23, 2014, Microsoft released Update Rollup 1 (UR1) for Service Pack 1 (SP1) for Dynamics CRM 2013. On-Premises customers can download SP1 from this page. Are we confused yet? Here’s hoping that Microsoft can simplify the CRM 2013 maintenance path. “Update Rollup 2 for Update Rollup 1 for Service Pack 1 for Dynamics CRM 2013” does not exactly roll off the tongue.

A complete list of the 80+ fixes can be found near the bottom of this page. One significant fix for customers who have upgraded from CRM 2011 to 2013 is the ability to upgrade solutions with custom activity entities.

As previously mentioned, SP1 also encompasses everything contained within CRM 2013 UR1 and UR2. This also incorporates the Daylight Savings Time fix for Egypt, which was released in May 2014.

As always, Armanino Consulting suggests that you wait a few weeks after the Update Rollup is deployed to allow for thorough testing before implementing it into your production environment.

By Greg Lief, Dynamics CRM Consultant at Armanino

Tuesday, September 30, 2014

Microsoft Dynamics User Conference - Event Recap

Armanino partnered with Microsoft last week to bring the Microsoft Dynamics User Conference to Northern California! With amazing partners by our sides, the day was full of informative, can’t-miss content.

Check out our event recap to access materials from the conference sessions for a refresher or to view content you may have missed last week.

Discover new tools, how to best utilize solutions, and what’s coming next for AX, GP, and CRM. Learn about:

  • What’s New in Finance and Database Management for AX 
  • Reporting in GP – What Tools to Use and Why
  • Data Management and Cleansing for CRM
  • And much more! 
It was a fantastic conference and we’re ramping up for next year to be even better! We look forward to seeing you at the Armanino's 2015 Dynamics User Conference!

Monday, September 29, 2014

Who has access to that window? How to use the Support Debugging Tool’s Security Profiler to find out in Dynamics GP

Whether you are going through a security audit or just want to make sure certain key windows are restricted properly, it can be overwhelming to figure out who has access to a specific window. While the role-based security of Microsoft Dynamics GP makes setting up security more streamlined than the old method of adding/removing security one window at a time, it can still be challenging to use the out-of-the-box security reports to answer the question: “Who has access to that window?”

For example, if your company uses EFT and stores customer or vendor banking information in GP, the EFT Bank Maintenance window is one that should be restricted to only a few users, since this may include confidential banking information. If you wanted to run the security reports to determine who has access, you would probably need to run a combination of the Security Task Setup report, the Security Role Setup report, the Security Task Assignment report, and the Security Role Assignment report. Then after printing out pages and pages (depending on the number of users, companies and roles), you would have some idea of which tasks/roles include this window, and which users have these tasks/roles assigned to them. But it’s not an easy way to get the answer.

My favorite way to find out who has access to a specific window is to use the Support Debugging Tool, which is free and supported for GP versions 2013, 2010, and 10. It is available for download at the SupportDebuggingToolPortal (using your PartnerSource or CustomerSource credentials).

Here is how you can easily use the Support Debugging Tool to figure out the answer:

Thursday, September 18, 2014

Document Attachment Enhancements in Dynamics GP2013 R2

Dynamics GP has improved its ability to attach documents to master records and transactions. With GP2013, you could attach documents in certain windows in GP. These attachments would be saved in SQL as an alternative to OLE Notes. (General notes that you enter are stored in SQL, but not the attachments.)

With GP2013 R2, they have taken away the ability to attach documents via OLE Notes. When you open up a vendor card, you are presented with a number of options:

Tuesday, September 16, 2014

An Executive's Guide to Reimagining the Enterprise in the Digital Age

As the flow of information increases, companies can gain competitive advantages by shifting focus from efficiency to their ability to learn and respond rapidly to new information. Click through our Slideshare to learn more!