Marlow B Martinez Foundation and Tridea Partners Team up to help disadvantaged communities of San Diego

Led by Andrea Stenquist, Dynamics GP Functional Consultant, Tridea Partners was proud to be able to help the Marlow B Martinez Foundation with their “No Smile Left Behind” mission. Each year, the Marlow B Martinez Foundation, a 501c(3) approved nonprofit organization, commits time and resources towards creating smiles in the disadvantaged communities of San Diego. Earlier in September, they had the privilege and honor of distributing school supplies of all sorts to over 150 kids in the Barrio Logan neighborhood of San Diego. Tridea was honored to be one of many local companies to donate school supplies for the event. We thank the Foundation for their efforts and creating smiles for the kids of Barrio Logan! To learn more about the Marlow B Martinez Foundation please follow them on Facebook.

Boston Dynamics Networking Event

Tridea Partners had a successful Networking Event in Boston two weeks ago. We wanted to thank everyone who came out to our event! The Frost Ice Bar was a great venue to have our first event in Boston, MA. We wanted to share some pictures from our successful event! Cheers to more growth!




Connecting and Empowering Your Team with SharePoint

What are some characteristics of a strong, cohesive, and productive team?

  • Communicate and share information in real-time
  • Embrace the diversity of the team’s knowledge and experience
  • Not afraid to ask for or receive help and information from teammates
  • Keep up with what is going on with members of their “work family”
  • Work together to hand-off tasks and work products seamlessly
  • Spend time recognizing team success, achievements, and important events
  • Retain a spirit of engagement, enthusiasm, and contribution in their daily work life

Certainly these values always translate better across your company if the owners, executive leadership, and managers set a good example for teamwork and nurture these behaviors in their staff.

When company leaders get behind this movement, they need an ally in the technology space to help put these values into daily practice…

First, start with leveraging MS SharePoint’s strengths as a platform for Collaboration.

Next, sponsor a cross-functional team to carefully plan a company Intranet on MS SharePoint.

Consider some of these features for your Intranet to drive its use and add daily value for your team:

  • Team Contacts – Keep company phone list / directory accessible on the Home Page to provide an instant electronic version of the Rolodex with up-to-date company contact info.
  • Team Expertise – Department sites accessible from Home Page can identify department members, roles, work-related experience or certifications, and points-of-contact for questions.
  • Shared Content – Create libraries for corporate and HR forms and resources, or project workspaces for team collaboration on document generation, review, and archiving.
  • News Feed – Dedicate space on Home Page for press releases, news announcements, corporate events calendar, and links to external websites appropriate for your business
  • Self-Service Tools – Central portal for sending web request to other departments, such as IT or Facilities, for support.
  • Training Resources – Up-to-date procedures, training content, and on-boarding instructions can be provided via a site that can be managed by your HR department
  • Engaging Content – This category is where your company can show its unique spirit. Some companies may have a “Quote of the Day” or a weekly blog or letter from company leaders or other employees with valuable insights applicable to your business.   There may be human interest news articles about team fund raising, team industry awards/recognition, or the latest scores from the company’s softball team. Field team members can share their success stories and use the company Intranet to introduce and involve their team from any location.

Our team at Tridea can help you translate your unique business and cultural values into a company Intranet that keeps your team involved, engaged, and armed for successful collaboration. Microsoft has given us the platform to bring your employees closer together in this distributed world.

This article was written by Juanita Schoen, Project Manager for Tridea Partners.

How To Find The Hiding Notes Window In Dynamics GP

Have you ever clicked on the Notes icon in a GP window, saw it flash, but the window never popped up? Well here is a trick to help get it back up on your screen instead of hiding in the background.

When you click on the note icon in the GP window and nothing pops up, hold down ALT and SPACEBAR, this will bring up the following menu.

Dynamics GP Note Window

Click on Maximize. This will open the note window to fit your computer screen. Then just simply resize the window by dragging in the corners and/or sides of the maximized Note window. Once you close out of the resized note window, it will open to that newly resize window you just created. This issue can come up a lot with users who use dual monitors. Hope this helps!

This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, New England and surrounding regions.

Microsoft Dynamics Evolution – Reasons to Grow from GP to AX

Our customers really do ask the best questions.

I was participating in a pre-sales call with a customer who implemented Dynamics GP in the past two years and was considering their short-term and long-term strategic direction.  They asked:

What drives a client’s decision to upgrade from Dynamics GP to AX?

Each customer’s business model and corporate objectives are unique. Certainly budget considerations, staff experience, and technological preference will influence a company’s decision.

However, there are a few key factors that may be indicators you have outgrown your current GP solution and are ready for the depth of functionality that Dynamics AX delivers.

  • Inventory Management has grown more complex. For example, your company has grown from 1-2 physical locations into a multi-site or global operation with needs for tracking, transferring, and managing inventory across multiple locations and company entities.
  • Warehouse would like to use hand-held barcode scanners. Still related to Inventory Management, but also relates to an additional layer of technology integration between AX and the wireless mobile devices.
  • Point of Sale functionality for front-end retail transactions. The latest version of Dynamics AX 2012 includes POS functionality for your retail locations, without need for separate ISV product purchase.
  • Workflows. Dynamics AX enables development and management of workflows for routing Requisitions, POs, Journals, etc.
  • Supports Robust Manufacturing Process. Much broader and deeper capability for performing Management Resource Planning (MRP). AX is a valuable tool for the Operations and Quality staff, in addition to performing core financials.

Our team at Tridea is trained to carefully assess your ERP implementation against your current challenges and future needs and objectives, whether it is Dynamics GP or another product.  We can help you decide if Dynamics AX is the next step in your evolution to a more carefully managed world.

This article was written by Juanita Schoen, Dynamics Project Manager for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO and surrounding regions.