So, you’ve just gotten started with your new implementation of Dynamics GP – welcome to the club! At this point, after your initial training, you’re feeling your way around the system – entering invoices, creating payments, and making journal entries like you own the place. Maybe you do. Now, however, you want to know who has your back – what are your options if something goes wrong? Or maybe something already has, and you’re looking for the answer.
The good news is, there are several great resources out there for support and learning. This is not an exhaustive list, but it contains some of the most useful places you can look, including a few shameless plugs for KTL Solutions.
When it comes to the Dynamics suite, one of the best resources you have available from Microsoft itself is Customersource. This is a customer portal that MS has set up for support, learning, downloads, et cetera. To create a Customersource account, you will visit the main page of CustomerSource.
Once here, you can navigate to the Welcome User link in the upper right-hand corner. This will bring you to a sign-in page, where you can select the option that says “Microsoft Dynamics Customers and Partners.” Here, you should see an option that says “No account? Create one!” Once you select this, you can enter the information into the required fields. Once you are in, you can access a plethora of materials on Dynamics GP, and see the upcoming news with regards to the product.
One of the handier links within Customersource would have to be the KB search, which has a vast number of KB articles on all sorts of different issues you might encounter in GP.
I should mention that the native search function can sometimes be a little touchy, so in this regard, it’s often best to put in bare-bones search terms and add detail as needed to narrow down the results. Personally, I prefer just to type my search terms into a search engine, as this often yields the same results or better – nearly all the KB articles in the database are also available publicly through a web search.
For KTL Solutions clients, if you can’t find the answer to the KB search, or if you want specific guidance on your situation, you can log a support case with us directly at KTL Solutions by email. We have a guaranteed response time of three hours during the business day, and the first available consultant will reach out to you.
Even if you’re not our client (and if you’re not, why not? Let’s talk!) Microsoft also allows you to open a support case for break/fix issues, provided you have an existing support plan.
Additionally, there is the Dynamics Community. This is an online group of end users and consultants who work in Dynamics GP. The Community has an active Forum you can research to see if someone else has posted about a problem, as well as a blog page that’s updated with various blogs from Microsoft employees. If I have a problem that I don’t know the answer to myself, this is often one of my first stops for information.
Another great resource is the KTL Solutions blog, which is frequently updated with articles about GP, CRM, SQL, BI, and other Dynamics products, as well as ideas, how-tos, and handy tips and tricks in these areas. These are articles written by our in-house experts on a wide variety of topics, often drawn from their experience of real-world situations.
Finally, I would be remiss if I did not also mention our annual User Conference. This is open to clients and non-clients alike even if you don’t currently use one of the Dynamics products. The 2017 conference will be held at the Microsoft Center in Bethesda this May. This is a great opportunity to meet the people behind the emails and phone calls, take advantage of targeted educational sessions, and network with other end-users. You’ll also have the chance to ask on-site consultants any questions you may have regarding your system. There’s more information in the link below:
If you have questions about any of the resources listed here, or if you’d like to know more about becoming a client of KTL Solutions, feel free to reach out to me directly by email.
[avatar user=”jnorberg” size=”thumbnail” align=”left” /] JOHN NORBERG | Business Software Consultant
After working a variety of jobs through college, from dishwasher at an Italian café to gravedigger and caretaker at a cemetery, John graduated from North Dakota State University and Minnesota State Community Technical College with degrees in Philosophy and Information Technology. In 2014, John began working as a Support Engineer at Microsoft in Fargo, ND, the birthplace of Dynamics GP. He discovered a passion for delivering excellent customer service, and he often lead the team in cases resolved and positive feedback. After two years working Technical Support for GP, John accepted a position at KTL Solutions as a Business Software consultant. Unlike his previous position which had afforded few personal meetings, the deep interaction with clients at KTL Solutions has allowed John to identify and analyze their problems, leading to the implementation of solutions suited to their individual needs.