The Power BI preview released by Microsoft in Convergence provided a great tool to quickly make sense of large amounts of data. Power BI does all the heavy lifting and provides a quick and easy way to interact with the data. As promised by Microsoft with the release of Dynamics CRM Online 2015 Update 1 CRM is now available within PowerBI alongside SalesForce & Google Analytics to gather data and provide data analysis. As of publishing this article the Power BI Dynamics CRM connector will only work with Dynamics CRM Online, it will not work with an on premise CRM installation, hopefully the on premise connectivity is not too far.
I was extremely fortunate to have KTL send me down to Atlanta, Georgia for one of Microsoft’s largest conferences, Convergence. Here I was able to really understand concepts involving both marketing and sales that pertained to us as partners using the solutions we not only implement and sell, but use in house as well. My knowledge grew with many of the sessions provided, but one stood out from others. Not because it was more technical or that I learned something specific that I have been wanting to learn more about; it was that this particular session put a retrospect on what KTL’s Director of Sales and I deal with on an everyday basis: the connection and dependence between our two departments.
Each year there is a new version of your ERP software and the big question is should this be the year that we upgrade. Many may see upgrading as a large project that will take time and resources but what you don’t see are all the benefits you will have from upgrading. These benefits are not always limited to the ERP enhancements with an upgraded software. A lot can happen in the year or two that it has been since your last upgrade. Businesses are constantly changing and the need for more automation and functionality out of your software is always there.
In this blog, I wanted to address the variety of factors that may lead to your Checkbook balance and General Ledger Balance differing. Some vital information that should be collected to evaluate why the balances are different are:
- What is the difference between the General Ledger Cash Account and the Checkbook balance?
- When did the balances between the General Ledger and the Checkbook last match?
- Are there any un-posted General Ledger batches?
- Are there any Cash Receipts not deposited?
- What are the results from the Reconcile to GL function in GP: Microsoft Dynamics GP – Tools – Routines – Financial – Reconcile to GL
The ERP (Enterprise Resource Planning) concept grew out of early accounting systems; the idea that you should join up all your disparate engine-room components to have an integrated, holistic view of operations. ERP suites from Oracle, Microsoft, SAP and others were intended to create a one-stop shop for payroll, invoicing, HR, logistics, supply chains, general ledger and all line of business systems like manufacturing or supply chain.
There has been a recent plethora of blogs about the “death of on premise ERP” as companies utilize SaaS for critical business functions. The blogs say that as nimble, less costly SaaS systems replace ERP components, the whole concept of a single system crashes to the earth.
Why Pay Employee Expenses as an EFT (Electronic Funds Transfer)?
1) Ensure Employees receive their expense reimbursements in a timely manner
2) Save time not printing checks / getting checks signed / stuffing envelopes / mailing payments
3) Automatically Email EFT Remittances to Employees
Steps to Setup the Company Side of the EFT Transaction
Setup Company EFT Information (You will need to work with your Bank for the file layout specifications and preferred transmission method)
1) Go To Financial >> Cards >> CheckBook
2) Select the Appropriate CheckBook
I’d like to break down the difference between two types of teams found in Microsoft Dynamics CRM 2013. Most people who are familiar with teams in Dynamics CRM know about what are called, “Owner Teams.” These are the traditional teams that have been around since CRM 4. In Dynamics CRM 2013, Microsoft has introduced a new type of team called an, “Access Team.” The purpose of creating Access Teams appears to be for the benefit of working around and with some of Dynamics CRM’s security features.
We have put a lot of hard work into this blog series with building a patron analysis so now it’s time to share the wealth of our analysis insights with the rest of the company. Power BI’s web site and mobile approach with the deployment of Office 365 and refreshable data through a Data Management Gateway, is the perfect solution. The Data Management Gateway has come a long way since the first version and with version 1.2 it now supports many data source types from Power Query connections.