Microsoft GP 2018 – New Workflows

Learn about the three new workflows that have been included in GP 2018

Most of us are aware of the term ‘workflow’ in relation to Microsoft Dynamics GP: it is a system that one installs with the product. Workflow provides functionality that one can use to create individual workflows or approval processes for a document, master record, or a batch. A workflow determines how these flow through the system, showing who the approver is and the conditions that they need to follow to provide approval.

This article highlights three new workflows that have been added to Microsoft Dynamics GP 2018, which were all created based on feedback from the community.

  1. General Ledger Account Workflow

  1. Receiving Transactions Workflow

  1. Purchasing Invoice Workflow

It is time for you to get organized with the GP 2018 workflows. Need assistance or have any questions? Please reach out to us at info@trideapartners.com..

Top 5 Technology Trends SMBs Cannot Ignore

Technology is a critical factor in driving SMB growth. The rise of these 6 trends has changed the way SMBs operate globally.

Small to Midsize Businesses (SMBs) are always on an accelerated journey towards gaining new customers while maintaining existing customer relationships. In addition, there is always a race to grow, expand and outweigh the competition. In this race of growth and sustainability technology plays a vital part. Modern day technology can help SMBs be more productive and efficient while aiding them to make effective business decisions based on real-time data and analytics.

Here are the top 5 trends shaping the way SMBs do business:

Trend #1

Embracing Cloud and amplifying its usage by leveraging AI

Cloud is the way to go and is not a matter of debate anymore. They have started to incorporate Artificial Intelligence aided with cloud based analytics that enables companies and the relevant stakeholders with real-time data that can be accessed across the globe.

This will provide the business with the flexibility in accessing real-time information about customer, production, industry and product, thereby assisting them in making effective decisions, fast. This solves one of the biggest challenges for SMBs – anticipating their customers’ needs, behaviors and developing product or serving them in a way that drives profit.

Trend #2

Increased adoption for IoT

IoT is primarily used by the SMBs in verticals such as utilities, manufacturing, asset tracking, smart homes, and wearables. Real-time data tracking and management, faster transactions, enhanced remote access are some uses of IoT that is heavily being used by businesses.

Trend #3

Digital Twin will take a hold in the way SMBs use technology

SMBs are heavily using digital twin as a means of creating an identical digital copy of a physical object/product or process. It is a great way of testing various versions of machinery, product releases and workflows, predicting the outcomes faster prior to any critical business decision that businesses make. Coupled with AI and Augmented or Virtual reality, the reach of digital twins gets amplified manifold.

Shorter time to market and lower R&D expenses are some of the benefits that is tagged along with this trend. The margin of error in using digital twin is extremely minimal. With this technology, hundreds or even thousands of variables can be taken into account, and the process can predict its conclusion before any investment has been made toward actual physical changes. 

Trend #4

Connected data will take the center stage

Data in today’s world is critical and valued the most. Connecting the data via modern day ERP that is coupled with CRM, business intelligence and machine learning will help automate the small and medium businesses. This will increase accuracy and efficiency in processes, predictions, and reporting, thereby enhancing informed and accurate decision making, each time. Additionally, it greatly helps in personalization where companies can leverage segmentation and provide right data to right sets of eyes at the right time. Microsoft Dynamics 365 is one such powerful ERP leveraging the power of cloud, BI, and analytics helping companies in a huge way while being cost efficient at the same time.

Trend #5

SMBs will outsource Cybersecurity

As businesses continue to grow, the associated data and security threat also grows. SMBs have a varied set of security needs, from data loss prevention to data protection and threat minimization. The trend is growing towards outsourcing cybersecurity to vendors providing “best of breed” solutions and tools. The idea of having one vendor to cater to this in place of several, is appealing to companies as they can have a consolidated view.

Download our whitepaper and know 5 Ways ERP prepares SMBs for long-term growth.

Microsoft Dynamics GP: Report Writer Discoveries

Report Writer within Microsoft Dynamics GP can be a very powerful tool when modifying standard GP reports. Recently, I came upon a more difficult request which required some research and table linking.  The specific request in my case is now included in standard reporting out newer versions of GP.

The issue overall however, is common. We need to add an element of data to a report.  The only table that includes the data has a many to one relationship to the source table of the report.

The first step is to locate the proper table that needs to be added to the report. The source tables are listed by clicking on the ‘Tables’ button from within the Report Definition window. Often, we can double click on an existing table and the system will already have a list of Related Tables that you can choose from.  When our table is not there, we should manually add it.

In order to create the new relationship, click on the Tables button on the main page of Report Writer. Select the table and then click on Relationships.  Select the table you are linking and establish the appropriate primary key links. Within this window, you will find, that you are unable to edit the keys available for the tables.  Usually, this is okay as it makes it much easier to link tables under standard circumstances.

In my case, this new link brought in the information I needed, but duplicated other sets of data from within the body of the report. That is when I utilized the table restrictions from within the Report Definition window. While doing my research of which table would be best to link, I determined a primary key that I could establish that would make my results a one to one relationship. From within this Restrictions window, I was able to set up another field to link, which resolved the issue.

These days, Smartlist Designer and other out of the box tools, allow us to write SQL views for ease of reporting.  For Report Writer, we sometimes have to be a bit more creative!

To learn more about Microsoft Dynamics GP, contact us at info@trideapartners.com.

Microsoft Dynamics GP 2018 – Document Attach Unplugged

The Microsoft Dynamics GP 2018 release enhances and expands existing functionality, notably in the document attachment feature. What are they? How has it evolved since GP2013? Our new blog takes you through the development of the Document Attach feature and how it has continued to add valuable enhancements in each of the versions.

Visit our sister company, InterDyn BMI’s, website to learn more. Read Document Attach Unplugged.

Dynamics 365 for Sales – Spring 2018 Release

The capabilities in the Spring ’18 release of Dynamics 365 for Sales, empower your sales team with more intelligence and analytics, deeper integrations with LinkedIn and Office 365, and consistent user experience for web, mobile, and clients using the Unified Interface framework.

Let’s take a look at some of the highlights of the release:

  • Embedded intelligence lets sellers focus on selling. Embedded intelligence collects, manages, and analyzes the diverse data and communications throughout the sales process, and then automatically suggests relevant actions and captures relevant activities to let salespeople spend more time selling.
    • Embedded intelligence features introduced with this release are:
  • Relationship assistant, Auto capture, and Email engagement (previously these were part of a group of features named Relationship Insights) provide sales intelligence and are embedded within the Sales app.
  • The Sales app is built on the Unified Interface framework for consistent user experience. The Sales app delivers a consistent, uniform, user interface, and follows responsive design principles for optimal viewing on any screen size or device. All core sales entities used in business processes, including products, goals, and sales literature, run on this responsive platform and conform to common data model standards. Dynamics 365 App for Outlook, LinkedIn Sales Navigator integration, and the Gamification solution all run on the Unified Interface framework.
    • User interface controls use a Common Controls Framework (CCF) for consistenc Controls follow consistent, familiar patterns on every surface of the application, making it easier for sales users to learn and be productive.
    • Enhanced integration with LinkedIn Sales Navigator enables a seamless sales workflow. On forms, LinkedIn Sales Navigator controls provide up-to-date context and insights about companies and LinkedIn members. On dashboards and forms, salespeople see LinkedIn profile pictures for contact records synced with LinkedIn Sales Navigator.
    • GDPR and accessibility enhancements. Investments address the European privacy law’s requirements, and enhance accessibility for users who need assistive technologies to interact with the application.
    • Professional user license for streamlined Sales Force Automation (SFA). With the addition of the Professional user license, along with the Enterprise user license currently in market, you can choose the capabilities that make sense for your specific business requirements.
    • Dynamics 365 for Sales insights add-on provides advanced intelligence capabilities to salespeople. The add-on includes Relationship analytics that show relationship and sentiment health. Relationship analytics analyzes the overall health of customer relationships by letting salespeople know how they’re spending their time and who they’re interacting with. Relationship analytics also recommends which customers and opportunities to focus on.  Sentiment health analyzes customer interactions and signals to inform salespeople how satisfied their customers are with their relationship.
    • Self-serve installation of the Dynamics 365 for Sales insights add-on speeds onboarding. System administrators can quickly get set up with a simplified installation process.

To learn more about Microsoft Dynamics 365 for Sales, contact us at info@trideapartners.com.