Month: January 2014

Create or Open a New Fiscal Year in Dynamics GP

As the New Year begins, many companies are finding that they can’t post transactions to 2014.  In Dynamics GP, fiscal years need to be set up prior to making transactions for that year.  To start a new fiscal year in Dynamics GP, follow these instructions:

Read More »

Microsoft Business Intelligence (BI) Tools and Microsoft Dynamics Business Applications (like GP and CRM) Can Jumpstart your BI Initiative

I often get asked about Business Intelligence and related tools, as dashboards and data integration have become so common today. Everyone wants “instant information.”  After all, aren’t we all information workers today?

Since my company is a Microsoft Partner, doing Dynamics (GP, SL and CRM) business applications, my first recommendation is to “look close to home”.  You may be surprised by how much existing BI you already own and are not utilizing if you use Microsoft products (Dynamics, SQL, SharePoint, and Office).  The Microsoft BI toolkit is not a lightweight player in the BI market, as you can see from the 2013 Gartner’s Magic Quadrant graphic below.

Read More »

Fixing Management Reporter’s Segment Dimension Names

Recently, while working with a client during a GP2013 and Management Reporter implementation, I got a request to change the Segment ID names from Segment 1, Segment 2, Segment 3 and Segment 4 in the Account Format Setup window to the name listed below in the screen shot. 

Read More »

Looking Back on 2013

2014 is upon us, full of exciting moments yet to be had, future announcements yet to be made and future friends yet to be met. While everyone is looking ahead, making resolutions and planning for the future, we at KTL would like to take a moment to remember 2013 and all the events that came with it. 

Read More »