Time to Check the Pulse of Your Microsoft Dynamics System
Staying healthy is critical. That’s why we’re all supposed to get an annual checkup to make sure our bodies are functioning properly and to help prevent any issues from getting out of control. We also take our cars in for regular maintenance to keep them running in top condition. We care about our bodies and our cars.
But what about our business management systems?
Annual maintenance is just as critical for your Dynamics solution as it is for our bodies and our cars. That’s why Bond Consulting Services (BCS) is providing both a reminder and a Free Dynamics Checkup. Let’s check the pulse of your Microsoft Dynamics environment to ensure that it is optimized and ready to support your growing business.
Your free checkup will include a high-level review of the following:
- Microsoft Dynamics products, versions and functionality
- Microsoft Dynamics back-up strategies
- Reporting tools
- Independent Software Vendor (ISV) solutions
- Mobility strategy
- Microsoft licensing
What symptoms will we be watching out for?
We will help ensure that:
- You’re running a Dynamics version that is still supported
- There is a back-up strategy leveraging offsite, cost-effective cloud solutions
- You understand and are using newer reporting solutions like Power BI
- The ISV applications that you rely on have been upgraded to the latest versions
- Your Microsoft licensing agreements are current and sufficient
Schedule your Free Dynamics Checkup now. Just click here, and a BCS team member will conduct a review with you. After that review, BCS will provide a free report with:
- Insights into your existing Dynamics environment, and
- Recommendations to optimize your Dynamics environment
The health of your business is tied to the health of your Dynamics solution. Don’t delay…get your Free Dynamics Checkup today!
About BCS
Bond Consulting Services is a national consulting firm specializing in Microsoft Dynamics to empower organizations across the United States to thrive in a digitally transformed world. We operate out of Long Beach, California, and it’s from there that our expert team assists clients with their ERP and CRM needs. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.
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Choosing between Microsoft Dynamics GP and Microsoft Dynamics 365
Let’s start by saying that:
- both are excellent choices, and
- Bond Consulting Services (BCS) implements and supports both
As a Microsoft Dynamics partner since 2000, we’ve been implementing and supporting Microsoft Dynamics GP for 18 years. And many of our GP clients have been with us for that long. When Dynamics 365 was released in 2016, our GP clients started asking us about the difference between the two ERP systems, wondering if they should stay on GP or migrate to Dynamics 365. And we had the answers to help them make that decision.
So if you’re trying to choose between the two, here’s what we can tell you…
What Do Microsoft Dynamics GP and Microsoft Dynamics 365 Have in Common?
- They are both Microsoft ERP solutions
- Both reap the benefits of Microsoft’s deep-pocket investments in R&D
- Both are continuously upgraded with new features and functionality
- They are both award-winning ERP solutions
- Both are immensely popular
- They both seamlessly integrate with Dynamics CRM
- Microsoft and BCS support are available for both
What Are the Main Differences between Microsoft Dynamics GP and Microsoft Dynamics 365?
- Microsoft Dynamics GP has been around since 1993 (when it was called Great Plains).
- Microsoft Dynamics 365 was released in 2016.
- Dynamics GP began as an on-premise solution but can now be implemented in the cloud, too.
- Dynamics 365 is a native cloud solution.
- Dynamics GP is primarily a mid-market solution.
- Dynamics 365 serves small, medium, and enterprise companies.
- Dynamics GP, when implemented on-premise, requires an initial investment to purchase the software and the hardware (servers) to support it, meaning that you own it. You are also required to pay an annual “enhancement” fee.
- Dynamics 365 is sold through a monthly subscription, pay-as-you-consume model that requires no initial investment in software or hardware, which means that you don’t own it.
Door #1 or Door #2
Our experience is that despite all of the above, you may still have many questions to ask about which solution is the best fit for your company. Let the Microsoft Dynamics experts at BCS help you.
Bond Consulting Services is a national consulting firm that empowers organizations across the United States to thrive in a digitally transformed world. We operate out of Long Beach, California, where our expert team assists clients with their ERP and CRM needs. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451.
Unapply a historical AR payment or credit memo
Once an accounts receivable transaction has been moved to history, you can no longer unapply a payment or credit memo through the Apply sales documents window. There is a tool in the Professional Service Tools Library, RM Transaction Unapply that will allow you to undo documents in the history table and automatically move the records back to the open table.
Follow the steps below:
Open Professional Services Tool Library (PSTL) and mark the option for RM Transaction Unapply as seen in the screenshot below:
Click Next to open the Receivables Transaction Unapply window.
Enter the Customer ID that you will be Unapplying the transaction for.
All the customer transactions will be listed. Find the transaction that you wish to undo and click the Applied checkbox to unmark it.
The following message will appear:
Report Only – will print a report, showing what will be unapplied if the process has run.
Unapply – this will unapply the transactions from the selected document.
(NOTE: We recommend you select Report Only first to review the transactions that will be unapplied)
Once you have confirmed the transaction click on the Undo button, then select a Print Destination for the report.
The Unapplied Documents Report will print showing what has been unapplied.
Click OK to close the window, once you are done.
Once the transaction has been unapplied you will find them as OPEN and no longer in HISTORY.
Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451.
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Award-Winning Microsoft Dynamics Software from an Award-Winning Partner
Why is winning important? Why are awards important? What difference do they make to you as a buyer of software solutions for your company?
Think of it this way. If you were to sprain your ankle hiking in the desert with 2 friends, and you needed to get an urgent message for help to the nearest outpost, would you choose Friend A who recently claimed first place in a half marathon to deliver the message or Friend B who came in last?
It doesn’t mean that Friend B isn’t a good person. Maybe Friend B is a chess champion or even an award-winning pole vaulter. And Friend B will stick with you until help arrives. Still, given your need for speed, you would choose Friend A for this particular job.
Therefore, when you’re evaluating ERP and CRM software solutions, it makes sense to take awards into account. Simply because the publisher of award-winning software has worked hard to achieve that status. It’s a measure of success and a successful implementation of new ERP and CRM software is exactly what you’re looking for.
You also have to choose a partner to work with. And again, it makes sense to select a winning team with the credentials to support their expertise. A team with lots of Friends A type members who have proven themselves to be winners.
Reports and Reviews from Top Business Analysts
Gartner, Forrester Research, Nucleus Research, and CRM Magazine all award Microsoft and Microsoft Dynamics as industry leaders and visionaries for CRM, Sales Force Automation, Field Service Management, and on the ERP Technology Value Matrix.
For example, on the Nuclear Research matrix for usability and functionality, would you prefer a Core Provider or an ERP Leader like Microsoft? Of course, you would choose the Leader.
About Bond Consulting Services
Bond Consulting Services (BCS) is a Microsoft Gold Partner. We pride ourselves on adding exceptional value to our clients by delivering outstanding customer experiences and providing proactive relationship management through our award-winning relationships with Microsoft, Solution Partners, and industry associations, such as the International Association of Microsoft Partners (IAMCP).
BCS will work with you to successfully implement and support Microsoft Dynamics GP, Microsoft Dynamics 365, Microsoft Office 365, Microsoft Dynamics 365 for Sales (CRM), and/or Microsoft Power BI. Our winning team is here for you.
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How-To Reconcile your Bank without using Yodlee
Microsoft Dynamics 365 Business Central has the option to do a bank reconciliation without using the built-in Bank Feed. The system will create bank statement lines entries based on the entries that have been posted in your bank ledger.
Please follow the steps below:
Search for “Bank Reconciliation” and select the highlighted option window
Click on new to start a new bank reconciliation
Select the bank account you will be reconciling and click ok.
Enter the Bank Statement information
Click on Process > Suggest Lines to have the system create the Bank Statement Lines based on the posted entries.
Enter the date range you are reconciling and mark to include checks. The Exclude reversed entries can be marked if you want to avoid any entries that were voided from being added for reconciling.
The system will then automatically create the entries and mark them as reconciled (bolded in green). From here you can delete the entries in the bank statement lines section if the record is not reconciled.
Once you have gone through and reconciled the transactions you can post the bank reconciliation under Process > Post. 
Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451.
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TLC for Your Microsoft Dynamics GP Software
A little tender loving care, better known as TLC, goes a long way. Whether it’s rubbing cream onto our chapped hands or carefully pruning our favorite bonsai so it can keep its exotic shape. Another good example is your car which benefits from regularly scheduled maintenance that includes an oil change. So if people, plants, and vehicles benefit from regularly applied TLC, does that extend to our computer software, too?
The answer is a resounding yes! You don’t install a software application and just expect it to run forever. Applications often require patches and updates. At some point, sometimes sooner than later, they also need to be upgraded. And they all require support, be it proactive, reactive, or both.
Like all software solutions, Microsoft Dynamics GP works best with regularly scheduled TLC to keep it running at peak performance. And as stated above, a little TLC goes a long way. Keeping up with your daily and weekly processes contributes a smooth month-end close. And then those monthly processes, correctly executed, contribute to a smooth year-end close.
Proactive Maintenance
You should always have a plan in place for proactive maintenance of your Dynamics GP system in order to minimize issues, downtime, or data loss. Here are just a few suggestions:
- Monitor the Disk Space on the SQL Server - Make sure you have appropriate disk space for SQL data, SQL logs, and SQL backups. The amount of space required depends upon how much data is being processed through Dynamics GP and whether the server supports other databases and functions as well.
- Back Up SQL Databases - Have a maintenance plan to back up the DYNAMICS and all company databases in the desired interval. This should be performed on a regular basis to ensure the Dynamics GP information may be restored for a disaster recovery type situation. The backup should be verified and tested periodically to make sure the backups are working properly providing you insurance against data loss.
- Monitor the Event Viewer on the SQL Server to see if there are any errors.
- Monitor Memory Utilization - Make sure you have enough RAM on the SQL server based on your usage level. Review the current server requirements based on the version of GP that you’re running.
- Close Any Inactive Dynamics GP Sessions - On a periodic basis, close any inactive users still held by Dynamics GP for whatever reason.
- Keep Dynamics GP Version Up-To-Date - Know which version and service pack of Dynamics GP you are running and what the latest version and service packs are. Confirm that the version you’re using is still supported by Microsoft. If not, consider an upgrade and plan a move to the most current version.
Bond Consulting Services (BCS) Support Plans
Even with the best intentions, the closest adherence to best practices, and plenty of TLC, problems can occur, often due to events or situations that are beyond your control. For this reason, we suggest that you have a service plan in place with Bond Consulting Services (BCS). The best plan of all is our Microsoft Dynamics GP Unlimited Support Package.
Bond Consulting Services is a national consulting firm that empowers organizations across the United States to thrive in a digitally transformed world. We operate out of Long Beach, California, where our expert team assists clients with their ERP and CRM needs. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451.
Free Assessment: Is Microsoft Dynamics 365 Business Central Right for You
Implementing new business management software is a significant undertaking. So you definitely want to get it right the first time. You want to be sure that you’ve chosen an ERP (Enterprise Resource Planning) that’s right for you. How do you do that?
Well, you could go through a lengthy process of research and software presentations. Or, you could take advantage of our free assessment to determine if Microsoft Dynamics 365 Business Central would work wonders for your company (or not). We won’t know the answer until we’ve conducted our assessment.
What I can tell you is this: Microsoft Dynamics 365 Business Central is transformative technology designed to accelerate the digital transformation of your company. It’s exciting new technology, not the same old, same old ERP that’s been around for decades.
Want to know before you take the leap? We invite you to watch this 2-minute video starring Microsoft CEO Satya Nadella:
Microsoft has poured its heart and soul and its deep pockets into the development of Microsoft Dynamics 365, as part of its “cloud first, mobile first” strategy. Bond Consulting Services (BCS) has been enormously pleased with the results that our Dynamics 365 Business Central clients have achieved.
“Implementing Dynamics 365 Business Central has helped us better define our business processes by localizing all of our financial data into one tool and working with Bond Consulting Services has helped us streamline and manage our business, end-to-end.” - Jeff Thorn, Owner, and CEO of Worklogic HR
We’re experts at helping companies like yours implement, manage, and extend Microsoft Dynamics 365 Business Central. First, we’ll help you identify and choose the Business Central modules that you’ll need. Then we’ll help you design and configure the solution to support your business-critical applications. And finally, we’ll help you round out the solution by connecting additional applications to make it the perfect fit for your organization.
This last piece is key because most out-of-the-box solutions only get you maybe 90% of the way to perfection. For the last 10 yards, you usually need an add-on or two or three. The beauty of Business Central is that scores of add-ons have been designed specifically for this purpose and are available in the Microsoft marketplace called the AppStore.
We’d love to tell you more.
Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451.
New Keyboard Shortcuts in Business Central
With the new October release, Microsoft has added a new set of keyboard shortcuts that can facilitate your navigation throughout Microsoft Dynamics 365 Business Central.
For example, you can now click on the “Alt+Q” to open the global search to easily search for a new window or report. Please find below the new keyboard shortcuts available.
|
General |
|
| Alt+Q | Open Global Search/Tell me |
| Alt+Up | Open tooltip or validation error |
| Tab | Move focus to the next control |
| Shift+Tab | Move focus to the previous control |
| Alt+Down Arrow | Open a drop-down or look up |
| Alt+Right Arrow | See the transactions for calculated value |
| F5/Ctrl+F5 | Refresh/reload page |
| Esc | Close the current page or drop-down. |
| Navigate and Select Rows | |
| Home/End | Go to first/last field |
| Ctrl+Home/End | Go to first/last row |
| Ctrl+Up/Down | Navigate without losing selection |
| Ctrl+A | Select all |
| Ctrl+Space | Toggle row selection |
| Ctrl/Shift+Click | Add the row/rows to the selection |
| Ctrl+Shift+Home/End | Extend selection to first/last row |
| Shift+Up/Down | Add row above/below to selection |
| Shift+Page Up/Down | Add all visible rows above/below to selection |
| Ctrl+Enter | Focus out of the list |
| Copy and paste | |
| Ctrl+C | Copy rows |
| Ctrl+V | Paste rows |
| F8 | Copy field above into current row |
| Search, filter, and sort | |
| F3 | Toggle search |
| Shift+F3 | Toggle filter pane; focus on field filters |
| Ctrl+Shift+F3 | Toggle filter pane; focus on totals filters |
| Alt+F3 | Filter on selected cell value |
| Shift+Alt+F3 | Add filter on selected field |
| Ctrl+Alt+Shift+F3 | Reset filters |
| Report preview | |
| Up/Down | Scroll up and down the page |
| Right/Left | Scroll to the right/left |
| Ctrl+Home/End | Go to the first/last page |
| Page Up/Down | Go to the previous/next page |
Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451.
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Get Microsoft Dynamics 365 Business Central for Manufacturing and Distribution
Whether your company manufactures and distributes tiny thimbles or giant earth-moving equipment, your needs are similar. On the manufacturing side of your business, you need to manage the shop floor. And on the distribution side of your business, you need supply chain and inventory management. In short, you need a fully integrated ERP (Enterprise Resource Planning) system that handles it all.
Welcome to Bond Consulting Services and Microsoft Dynamics 365 Business Central.
“Implementing Dynamics 365 Business Central has helped us better define our business processes by localizing all of our financial data into one tool and working with Bond Consulting Services has helped us streamline and manage our business, end-to-end.”
Jeff Thorn, Owner, and CEO of Worklogic HR
Who Is BCS?
BCS (Bond Consulting Services) is a national consulting firm that empowers organizations across the United States to thrive in a digitally transformed world. We are a Certified Microsoft Partner and one of Microsoft’s Top 200 Partners in the United States.
Our consultants offer more than 100 years of combined business-software experience and industry knowledge to help your business achieve more. With more than 17 years of industry experience, we are confident in our ability to deliver on the solutions we provide and proud of our extensive expertise and unparalleled understanding of Microsoft’s suite of products and how they work together.
Read more about BCS
What Is Business Central?
Built and optimized for small and medium-sized businesses, Dynamics 365 Business Central is a cloud-based software as a service (SaaS) accounting application that can be paired with Office 365 and other Dynamics 365 applications for an integrated experience.
Of course, Microsoft Dynamics 365 Business Central will handle all of your financial management requirements, tracking and managing company-wide financials with general ledger, accounts payable, and accounts receivable. Audit Trails? Business Central tracks changes made to data utilizing a historical log of activities.
Choose your costing method. Business Central allows you to evaluate your inventory using the method you like best: FIFO, Average, Standard, LIFO, or Specific.
Intercompany Transactions. Company Consolidation. CRM Integration. Supply Chain Management (SCM). Warehouse Management. Demand Forecasting and Procurement. Business Central does it all for all of our manufacturing and distribution clients.
You probably need to know a lot more. No problem. Informed customers become our best clients. Just download our free Microsoft Dynamics 365 Business Central Capability Guide.
Get in Touch with Bond. Learn More about Business Central.
We operate out of Long Beach, California, and it’s from there that our expert team assists clients with their ERP and CRM needs.
Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.
Inviting an External User and Granting Access to a File/Folder in SharePoint
SharePoint is one such platform which has the capabilities to store a vast array of documents and those documents can not only be stored for a company’s use, but also for external users as well.
We will indicate the various steps and processes that can be taken for an external user to be invited into the system, and once logged in to the system, the way in which they can be given permissions to certain documents which they may be given access to.
How to Invite a User:
To invite a user, within SharePoint you must first navigate to settings and select site settings.
Then, under “Users and Permissions”, select People and Groups. Within the Visitor’s tab, you will see an icon that says “New” and this is where you will click to add a new user to the group.
Lastly, you may enter the external user’s email address, include a message within the invitation, and then click “Share” to send out the invitation. This email invitation will prompt the external user to enter the site and complete the registration process, which involves them logging in to the site using their office 365 credentials and then accessing documents that are to be shared with them.
The user must register to the site using the same email as to which they received the invitation as well as the password that is associated with that email in order to log in.
How to Grant External User Access to a File/Folder:
The process to grant an external user access to a file or folder is similar to that of sending an invitation.
The company administrator may either decide to grant an external user access to a folder or a single file. This can be done by either clicking on the “Share” icon if it is a folder or the “More Actions” and then “Share” for a single document.
After clicking Share, another window will prompt the administrator to enter the external user’s email or name. There, the administrator may choose to allow the external user to either have edit privileges or only be able to view the document. Within the “Show Options”, the administrator who is granting access to the external user access may also decide to send an email invitation to the external user or not.
Once the window is populated and you are ready to grant access to a particular file or folder to an external user, you may then click “Share” one more time to complete the process.
The user will now have access to the file and have a way to login to the SharePoint system.
Clicking on Add Users will prompt the Share screen
Here is where you will enter the email of the individual who you would like to invite to the SharePoint site.
Note: Simply inviting them to the site will only allow them to enter the site but will not be able to view anything until they are given the proper permissions to folders/documents.
The following is the window that will appear after clicking the Share icon within a Folder/Document.
Note: It is very similar to the invitation to the SharePoint site but it has a few different options.
You still need to enter the individual’s email address but you have the option to choose whether they can edit the folder/documents or simply be able to view them. You also have the ability to share everything within a folder regardless of any unique permissions and you may also send them an email invitation letting them know that they now have access to the site.
Bond Consulting Services is a national consulting firm that empowers organizations across the United States to thrive in a digitally transformed world. We operate out of Long Beach, California, where our expert team assists clients with their ERP and CRM needs.
Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451.