IAMCP Announces Tridea Partners as a Finalist in the 2016 Global Partner-to-Partner Awards Program

International Association of Microsoft Channel Partners Celebrates Tridea Partners as a Finalist in the 2016 IAMCP Member Awards Program. Winners and Runners-Up to be announced at the Microsoft Worldwide Partner Conference in Toronto on July 11th.

REDMOND, Wash. – June 9, 2016 – The International Association of Microsoft Channel Partners is delighted to recognize Tridea Partners as one of the top partners in the IAMCP global community for achieving excellence in partner-to-partner (P2P) solutions that drive customer value.

“We have been overwhelmed at the quality of the submissions this year,” said award committee chairperson and former IAMCP President, Gail Mercer-MacKay. “Our partners are not only innovating; they are delivering unparalleled value by working together to create solutions that drive positive business outcomes.”

“Tridea Partners is honored and thrilled to be recognized for our extensive work in partner to partner activities and solutions”, stated Andy Collins, Partner at Tridea Partners. “Our Tridea Partners team members have worked with dozens of Microsoft Partners across the US, starting from our headquarters’ team in Solana Beach, California and many Microsoft partners in the Southern California area. We also have an office in Irvine, California and began working with partners via the IAMCP-SoCal chapter where Eric Klauss from our team is the current chapter Vice President. Most recently we’ve continued our growth by expanding to Boston, Massachusetts where Sandra Knight from Tridea is actively engaged with the IAMCP-Boston, Women in Technology team.”

This award nomination solution has focused on Tridea Partners partnership with the outstanding Microsoft Dynamics CRM team at XRM3 with Ken Farmer and Mark Abes. Mark is the Past President of IAMCP-San Diego. XRM3 and Tridea Partners have worked together many times over the years on combined Dynamics CRM & Dynamics ERP opportunities. Tridea has leveraged XRM3 to augment our own CRM expertise. Recently both teams did a joint webinar and are currently working several active sales opportunities, as well as working with many mutual clients together.

 

About IAMCP

The International Association of Microsoft Channel Partners (IAMCP) is the leading independent global organization for business networking in the Microsoft partner eco-system with 100+ chapters in over 40 countries around the world. IAMCP members represent the trusted, independent voice of the Microsoft partner community.

Microsoft Partners that are part of the IAMCP community typically enjoy significantly higher revenues and higher margins than their counterparts outside of the community. Members benefit from P2P relationships with other trusted members to generate these higher margins and deliver exceptional solutions and services to their customers. http://www.iamcp.org

The IAMCP Member Awards Program

Launched in 2015, the IAMCP Awards Program is designed to encourage and recognize Association members for the outstanding, innovative and creative products and services they deliver through trusted P2P and channel relationships. Winners and finalists benefit from increased recognition through press and social media. The winners will be announced at a special ceremony to be held during the Microsoft Worldwide Partner Conference 2016 (WPC), which this year is being held in Toronto, Ontario, Canada.

Dynamics GP: Purchase Order Numbers on Check Stubs

While working with a client on their Dynamics GP Check with Stub on Top and Bottom_Text report I had an interesting conversation with Microsoft Support. I discovered that there are two different fields that relate to the term PO Number.

In the PM Payment_Work_Table you have the field labeled PO Number, which I had presumed was the PO field I would use on the Check Stubs.  I found out that this field only relates to the PO Numbers entered during the Transaction Entry processing.

Since my client was processing the majority of their invoices from Purchase Order entry, they were using either Shipment/Invoice or Enter/Match Invoice processing which uses the Purchase Order Number, not PO Number.  The Purchase Order Number resides in the PM Transaction OPEN file, and this file is not traditionally linked to the Check Stubs.

To make the Purchase Order Number field available you have to link the PM Transaction OPEN file into the PM Payment_Stub_Duplicate file and then insert the field into your Check Stub. Below you will find all the steps required to link this new field to your Check Stubs.

  1. Purchase Order Number addition process steps.

a.  Click on the Tables button on the Toolbar and Choose Tables from the list.

Dynamics GPDynamics GP

b.  Open the PM_Payment_Stub_Duplicate file.

Dynamics GP

c.  Click on the Relationships button, and then select New.

Dynamics GP

 

 

 

 

 

Dynamics GP

 

 

 

 

 

d.  Click on the button with 3 dots and find the PM Transaction OPEN file.

Dynamics GP

 

e.  Select Key 2 and choose the following fields:

Apply TO Document Type: Document Type

Apply to Voucher Number: Voucher Number

Dynamics GP

f.  Click OK and back out of all the windows, saving your changes.

g.  Open the Check with Stub on Top and Bottom report and click on the Tables button on the Report Definition window.

h.  Select the PM Payment Stub Duplicate file and click New. Highlight the PM Transaction Open file, then Click Ok and click Close to save the change.

Dynamics GP

Dynamics GP

Dynamics GP

i.  Open the Report Layout window.

j.  In the Toolbox, select the PM Transaction Open file and pull into the body of the Layout the Purchase Order Number field.

Dynamics GPDynamics GP

Re-size to align with the rest of your data

k.  Save your changes.

This article was written by Dean Anderson, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

 

Video: Microsoft Dynamics CRM and ERP Integration – Driving Productivity and Customer Satisfaction

Does your company engage in a highly transactional business with new or repeat customers? Imagine how much better your sales, service and finance teams could operate sharing critical customer data. No more data silos.

Learn how in our 30-minute webinar:

• Hear how companies are benefiting today from integration of Microsoft Dynamics CRM and Microsoft Dynamics ERP.
• See what type of data is being shared between departments to increase sales and customer satisfaction.
• Gain a basic understanding of how sales and finance can automatically share data on orders, shipments and invoices

Contact Tridea Partners for more information!

Security in Dynamics AX 2012

Properly restricting security in Dynamics AX 2012 often requires using the “override permissions” function that is available when defining a security role.

Dynamics AX

 

 

 

 

This is because it is possible to assign a user to security privileges that only grant “Inquiry” access to certain forms in AX, yet the user will the ability to actually update the tables related to those forms. (Example: the user can update the vendor master table, even though he/she only been granted “inquiry” access to the vendor master form in AX). This occurs because AX grants access to the “Demand buttons” (Create, Edit, Delete) based on table level access, not access to the forms.

Using vendor maintenance as an example, there are some duties unrelated to vendor maintenance (example: invoice processing) that grant a user “full control” of the vendor master table. Those duties may not necessarily offer the means to navigate to the vendor master in order to make any updates to it.  However, if that same user is given a security privilege that allows him / her to inquire upon the vendor master table, then he/she now has the means to both access the vendor table and update it. In such scenarios, it is necessary to use “override permissions” to restrict table access and thus ensure that users assigned to that security role have “view only” access.

This article was written by Matthew Boese, Partner at Tridea Partners, a Gold Certified Microsoft Dynamics Partner.

Video: The NEW Microsoft Dynamics AX Webinar Overview

The official release of the New Microsoft Dynamics AX (formerly known as Dynamics AX 7) is available.

The webinar topics include:

•Dynamics AX moving to the cloud
•License changes
•Deprecated features
•A demo of the new web based Microsoft Dynamics AX

Contact Tridea Partners for more information on the New Microsoft Dynamics AX.