Microsoft Dynamics AX is “Leader” in the Gartner Magic Quadrant

Microsoft Dynamics AX is positioned in the Leaders quadrant of the latest Gartner Magic Quadrant (Magic Quadrant for ERP for Product-Centric Midmarket Companies, December 2010).  Microsoft Dynamics AX’s ability to execute is proven by a long track record and above-average growth rates in the midmarket, its intuitive user interface, and by its functionality.  The new Gartner Quadrant is scheduled to be released later in 2012.

Gartner’s report highlights Microsoft Dynamics AX as specifically being targeted at midmarket and upper midmarket organizations. It offers broad and robust functionality in distribution, manufacturing, professional services, retail and public sector, and delivers low TCO through bi-directional integration with other Microsoft products and technologies.  Microsoft Dynamics AX can serve multinational companies in the core and the upper midmarket with out of the box functionality. Microsoft Dynamics AX allows support of multiple sites or business units in one single instance, including those that operate in different countries and need country-specific localizations and currencies.

Magic Quadrant for ERP for Product-Centric Midmarket Companies

Dynamics AX on Gartner Magic Quadrant




Using Navigation Lists in Dynamics GP

Navigation Lists provide an easy and effective way of searching Dynamics GP records across master and transaction data and allowing users to take action on the records retrieved.

The Navigation List can be easily modified to include search criteria relevant to the individual by changing or adding columns, as well as adding filters on the columns selected. Utilizing multiple filters, the resulting query delivers specific data for review and analysis. Once data is retrieved, the list can be easily exported to excel, emailed to a colleague and saved. These saved lists can also be made available to users assigned to a specific role or can they can be shared with just individual users.

The Navigation List contains an Action Pane from which the user can execute transactions related to a particular item in the list. Selecting a task from the Action Pane ribbon links the user to the corresponding transaction screen in Dynamics GP. A big benefit of using the Navigation List to carry out transactions is that the transaction screen will prepopulate with header data related to the selected customer, vendor, account, etc. information, saving time on data entry.

The Navigation List also includes an Information Pane which gives the user the ability to drill down on detail information for each of the selected items in the list, allowing users to quickly review data without having to navigate through various screens.

The Navigation List is a powerful search, data retrieval and workflow tool within all Dynamics GP Series and should be readily utilized. For those users who have completely embraced the usefulness of the Navigation Lists, Microsoft has introduced the Navigation List Builder tool in Dynamics GP 2010. This module serves to further customize and integrate the lists to include exactly the data that they want, whether it is from a table in Microsoft Dynamics GP or any 3rd party product, as well as external SQL tables and views.

Microsoft Dynamics CRM Adapter

The Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP integrates Microsoft Dynamics CRM and Microsoft Dynamics GP data. If your business solutions include Microsoft Dynamics CRM to manage business accounts, leads, opportunities, quotes, orders, reporting analytics, marketing activities, in addition to Microsoft Dynamics GP as the backend system to manage accounting activities, the supply chain, manufacturing, and other master records, the out-of-the-box features of the CRM Adapter provides integration and real-time synchronization of record types, also referred to as “entities”, between Microsoft Dynamics GP and Microsoft Dynamics CRM.

The Microsoft Dynamics CRM Adapter integrates the following entities in Microsoft Dynamics GP and Microsoft Dynamics CRM:
Microsoft Dynamics CRM Adapter

The Microsoft Dynamics CRM Adapter includes a series of map templates that provide default field mapping between source and destination entities. These templates are editable and new templates can be created to support customizations you have made on the source and destination systems. The CRM Adapter is currently available through the partner channel at no charge.

Dynamics AX Financial Dimensions

Financial Dimensions in AX 2009 and AX 2012 provide a means to create additional segments to the main or natural general ledger account in order to track revenues, costs or expenses by a specific attribute, without having to have the segment be imbedded in the natural account itself. Additionally, these dimensions can also be linked to vendors and customers in order to facilitate the dimension tracking for a multitude of transactions.

Standard functionality in AX 2009 offers the three predefined dimensions of Department, Cost Center and Purpose. A big upgrade in AX 2012 is the ability for users to create an unlimited number of Financial Dimensions and link them in any combination to vendors, customers and the chart of accounts, creating one or more Financial Dimension sets or structures. These dimension sets can then be used to establish reporting structures, as well as in the validation of data entered for transactions, minimizing errors. Financial Dimensions offer the flexibility to continue to customize your chart of accounts and data analysis based on your business’ growth and needs.

Word Templates for Dynamics GP 2010

Microsoft Dynamics GP 2010 now offers two methods of customizing reports such as Sales Invoices and Purchase Orders.  One method is to use Report Writer and the other is to use Microsoft Word.  Report Writer is the standard way of making modifications and was used in prior versions of GP.  Microsoft Word is the new feature that has been added to Microsoft Dynamics GP 2010.

These new Word Templates can be setup by going to Reports > Template Maintenance.  Modified versions of reports customized in Report Writer can be used to generate new Word Templates allowing for custom fields to be added to the template.  There are many benefits that come with using the Word templates.  One of the most important is that many users are already familiar with Microsoft Word and its functionality.  Because of this, there is nearly no learning curve and users are able to make effortless changes.  Additionally, images can be stored for logo’s and applied to all documents for a specific GP company by going to Reports > Template Configuration > Images.  While Report Writer only allowed for one modified version of each report, the Word Template functionality allow for multiple versions.  These templates can also be assigned to particular master records such as Customers and Vendors making customizing your business’s Invoices and Purchase Orders easier than ever.