Archive for category Southern California Microsoft Dynamics Partner

Leverage the Microsoft Technology Stack – Gartner Analysis of Dynamics CRM

Gartner, one of the world’s leading information technology research and advisory companies, recently completed an independent Analysis of Microsoft’s Dynamics CRM offerings and the report’s number one recommendation is at the heart of Microsoft’s CRM strategy: “Any size company that has a Microsoft technology stack should consider Microsoft Dynamics CRM for automating sales force automation [...]

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Calculations Using Processes in CRM 2011

Recently a customer requested that we apply a calculation to opportunities within Dynamics CRM 2011 and since some of the terminology has changed from CRM 4.0 to CRM 2011 I thought it may be helpful to layout the process. “Processes” in CRM 2011, previously referred to as “workflows” in CRM 4.0, can be used to [...]

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In Today’s World of Dynamics GP out-of-the-box SQL Reporting Services, Analysis Cubes and Excel Reports, is there any need for Business Intelligence Applications?

I recall walking the ISV expo floor at Convergence a few years ago when Dynamics GP 10 was first released thinking, “Is there any need for all these Business Intelligence products anymore?”  After all, Dynamics GP 10 came included with a reporting layer of SQL views, Excel Analysis Cubes, canned SQL Reporting Services and Excel [...]

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Microsoft CRM 2011 Add-on Spotlight: Inside View

The open architecture of the Microsoft Dynamics CRM platform is one of the many strengths which allow Microsoft partners to build add-on solutions that can bring even more value to sales and marketing organizations. Inside View, one of Microsoft’s 5-star rated CRM Marketplace partners, recently announced the CRM 2011 release of their sales intelligence solution. [...]

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Microsoft Dynamics GP Deals Expiring June 24th – Don’t Let Thousands of Dollars Slip through Your Fingers

Microsoft’s fiscal year ends in June, and thus they release the best deals in their fourth quarter. Consequently, this is the equivalent of the Friday after Thanksgiving when the sales are amazing and the shopper can save tons of money. But these deals are for a limited time. They expire at 5:00pm Pacific Time on [...]

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Use SharePoint to Extend Dynamics GP Business Portal Functionality

Are you using the HR and Payroll modules within Dynamics GP and looking to extend the information and functionality of these modules to your entire organization. If so, SharePoint provides the perfect platform to accomplish the following Employee Self Service (ESS) functions: Employee Profile – Give your employees the ability to view and correct their [...]

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Microsoft Dynamics CRM vs. Salesforce’s Sales Cloud – Part 1: Real-Time Collaboration Comparison

I love playful competition, but I’m not a big fan of rivalries. Specifically, I don’t appreciate the false representations and imbalanced criticisms that sometimes accompany them. In Los Angeles, there’s a huge college rivalry between USC and UCLA. Some of the things people from each side say about the other university can get pretty nasty. [...]

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Take Advantage of Dynamics GP Resources

Besides visiting the Systematica’s Dynamics GP blog regarding the latest tips and tricks around Microsoft Dynamics GP there is a volume of information available online. Microsoft Dynamics GP has the most number of ERP installations in the US and with that comes a plethora of information. Just enter “Dynamics GP” and your question in any [...]

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Release of Microsoft Dynamics GP 2010 R2 Now Available

The Microsoft Dynamics development team has released Dynamics GP 2010 R2 ahead of schedule.  Although this is considered a minor release it contains quite a bit of new functionality.  Some of the more significant new enhancements are as follows: Word Template Generator New SQL Reporting Services Reports Drilldown from SQL Reporting Services Business Analyzer (both [...]

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Creating Dashboards in Dynamics CRM 2011

One of the most noticeable features in Microsoft Dynamics CRM 2011 is the newly updated dashboard functionality.  Dashboards not only enable businesses to track their performance real-time but also serve as a critical element of successful business management. There are a number of reasons that make dashboards so powerful and attractive. For example, the users [...]

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