Tag: How To

Save a Tree: Tools to Go Paperless

It is almost that time of year again for KTL Solutions to host its annual Mid-Atlantic Technology User Conference, “Empower the User”.  This will be our eleventh annual user conference and it will be held on May 19, 2016, at the Microsoft Center in Reston, Virginia.  In past user conferences, we have found many users have benefited greatly from the topics presented and have been able to immediately apply some of the information obtained when they returned to their offices.

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April 26, 2016

Management Reporter – Understanding How It Works

Management Reporter (MR) is the financial reporting tool that comes with Microsoft Dynamics Great Plains (GP).  This is the replacement for FRx, and when companies go to Dynamics GP 2015 they have to use Management Reporter or a third party product for reporting.  We get many questions concerning this change:  Why is FRx going away and why do I have to use Management Reporter?  What are the differences between the two?  Is everything that was available in FRx available in Management Reporter?  What is new in Management Reporter that was not available in FRx?  Let’s answer these questions, thereby helping with the decision on moving to Management Reporter or looking for a third party product for financial reporting.

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April 21, 2016

Getting Hyper about Hyperlinks

You can increase productivity and efficiency by using hyperlinks in your Excel documents. Hyperlinks are incredibly easy to setup and even easier to use. 

 The easiest method for inserting a hyperlink is to create a link to a website. Excel recognizes the syntax of ‘www.something.’ When you type a website into a cell, Excel will automatically create the link for you. Try typing a familiar website into a cell in Excel.
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April 7, 2016

CRM Online Reporting Using FetchXML

Reports are a way of presenting useful data to the users in an organized format. CRM reporting needs are often solved by using out-of-box CRM reports, Advanced Find, Dashboards and Charts, or the Report Wizard. But when a business demands a complex report involving calculations, grouping, detailed layouts, etc., then custom reports are needed. There are two types of reports in Microsoft Dynamics CRM:

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April 6, 2016

How to Pick the Right ISV

Almost every major software company encourages and solicits other companies, knows as ISV’s, to develop solutions for their packages to give them a broader appeal.  For those that aren’t sure what an ISV is, an ISV, called an independent software vendor, develops software that integrates or works with an application to add additional functionality.

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March 10, 2016

Best Practices for Setting Up and using SmartLists

Many users of Dynamics GP are learning that the best way to get information from GP is thru using a SmartList.  When you open the SmartList menu, you see of the left of all the GP modules.  You can open this folder and see the subfolder, and within each of these subfolders there are default SmartList reports that come with GP.  These reports are marked with a * at the end of the name.  Any user can take an existing SmartList and modify it.  Here are some easy steps to follow to create and customize SmartLists, including setting it up a reminder.

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February 25, 2016

Three New Year’s Resolutions for Navigating in your Excel Workbooks

 

This article shows how to navigate in your Excel workbook with ease. Below is a basic sample worksheet. Notice the Name Box. When you place your mouse near or over that area, the description 
Name Box
appears. The usefulness of this small feature is a bit overwhelming. For now, it is good to know that not only does it show the current cell’s address, it can also be used as a ‘Go To’ box.  If you know exactly or even approximately where you want to go, this little portal can take you there quickly.

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February 5, 2016

Correcting a Duplicate User in Microsoft Dynamics CRM



It was the perfect storm that unfurled to cause this commotion that had us spinning our wheels for a while. A User left the company and had been deactivated in CRM (we’ll call this record User1). Due to policy (I’m guessing policy, as I have heard the practice is not recommended) the user Account was deleted in Active Directory (AD). Well, lo and behold, this User decided to return to the company within a few months of leaving. When the Administrator attempted to reactivate the User within CRM, they were unable to because the User was no longer in AD; the User was added again in CRM (the new User record will be User2). After this the User was once again set up within AD, but any attempt to log into CRM failed.

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January 20, 2016