Free HR Module within Dynamics GP – Wow!. For those who haven’t already implemented HR within Dynamics GP, a quick and simple implementation of the Human Resources module can help save time/cost for your HR team. Based on a simple 3-day install/setup & training, the following are the top reasons why you should consider using the HR module.
1) The HR Module is Free – You already own it as part of your current Dynamics GP licensing. Endeavour can help you to grant access and security rights to your HR staff to maintain a centralized record of employee data such as job roles, promotions, anniversary dates, grievances, job performance, certifications and leave tracking for sick-days, vacation days and short-term disability leaves.
2) Comply with ISO, industry and privacy standards – The HR Module can be used to provide safe, documented and predictable processes for centralized record keeping of Employee data. Furthermore, with scanning and GP document attach, unsecured file-cabinets can be replaced with a secure online repository within Dynamics GP.
3) Employee certification tracking can be automated – By tracking employee certifications for safety, skills, industry associations, Unions and other regulatory bodies, SmartLists and reminders can be used to track expiry dates and proactively ensure that certifications are kept up to date.
HR Module within Dynamics GP
4) Reduce risks and chaos – One of HR’s job is to take precautions to protect the organization. Keeping easy to find, detailed records will reduce the administrative burden of having to locate, build or gather documentation relating to any potential lawsuits relating to employee performance, safety or termination.
A member of our GP consulting team had the distinct pleasure of providing coverage for our finance department over the holidays. This included opening mail and performing some simple AR processes / bank deposits. While looking at client renewal cheques, she noticed much of the good, the bad and the ugly of GP Cheque printing, which later became a point of inspiration for this month’s newsletter. Let’s start with a fictitious sample, of a “bad cheque” based on a combination of real examples seen by our AR team.
Sample “Bad Cheque” (Dynamics GP check printing)
The risk of “Bad Cheques”
Ugly, mis-aligned cheques are a poor representation of your company’s brand and attention to detail
Poor alignment creates an increased exposure to forgery and fraud (Example $__60.97 vs $9060.97)
Poor font choices (too small, too thin, too light), make it harder for your suppliers to automate their processes with cheque scanning
Sample “Good Cheque” (Dynamics GP Check printing)
What makes a “Good Cheque”
Text is an appropriate size and aligns with each of the relevant headings
The dollar sign $ is close to the dollar value, and the verbose printed amount is left aligned to reduce fraud
Payee name is in ALL CAPS as required for Cheque scanning
Paper Cheque stock has built in security features to prevent forgery
For more information on these insights, or other questions related to Dynamics GP and Dynamics CRM, please contact the Endeavour support team. We would be happy to help you explore how Microsoft Dynamics can further help your business succeed.
As we approach year-end closing (for those on a Calendar year) there is the need to perform a back up in Microsoft Dynamics GP (Great Plains) prior to starting your year-end close, and often recommended for after you complete your year-end Close as well.
How to do a back up in Dynamics GP
To create a backup in Microsoft Dynamics GP, follow these steps:
In your Microsoft Dynamics GP, point to Maintenance on the Microsoft Dynamics GP menu, and then click Backup. Note: The Back Up Company window will then open.
In the Company Name list, click your company name.
Change the path of the backup file if it is required to save to a different location, and then click OK.
Note We recommend that you name this backup 2016 Pre Year-End Update to differentiate it from your other backups.
If you need any further assistance you can call the Endeavour Support desk (1 hour minimum, no contract required)
Why upgrade to Microsoft Dynamics Great Plains 2016
1. Microsoft support has ended for Dynamics GP 2010 and Dynamics GP 10.0, each are nearing obsolescence
Although Endeavour will continue to provide clients with support on older versions of Dynamics GP, Microsoft’s mainstream support for GP 2010 SP1, SP2 and SP3 expired on October 13, 2015. Microsoft’s mainstream support for GP 10.0 ended a few years back. The following link will take you to the official Microsoft Support Lifecycle page. Unsupported applications carry an increased risk that bugs or errors discovered within these products will not be fixed by Microsoft. For some companies having an unsupported ERP poses a non-compliance within their Business Continuity, Disaster Recovery and/or ISO plans and certifications.
The upgrade process from Dynamics Great Plains 10.0 or Great Plains 2010 to Dynamics GP 2016 or GP 2016R2 will require a 2-step upgrade with an upgrade to GP 2013, then to GP 2016. Our team at Endeavour is well versed in each of these upgrade approaches. We HIGHLY RECOMMEND that you consider embracing many of the new workflow, reporting and business automation functions as part of your upgrade. Such considerations may require additional configurations and business process re-design.
2. The new Dynamics GP 2016 (R1 and R2) is full of solid enhancements
Our Dynamics GP consultants in Ontario, Quebec and Nova Scotia are thrilled with the added functions and stability of Dynamics GP 2016. As you may have heard, FRx has been replaced with MR (Management Reporter) for handling your reporting needs via the Microsoft SSRS or Power BI report presentation tools. The enhanced workflow functions are especially exciting and provide a great platform for further automating business processes, improving back-office efficiencies and enforcing financial controls as part of an upgrade of your investment in Microsoft Dynamics GP. Of course we can’t forget all the “small” improvements in the Dynamics GP 2016, like the having Debits before Credits in all your lists and reports or having the option to automatically update your check book and bank rec when doing a cash receipt. For many GP 2016 is a significant upgrade from older versions such as GP 10.0 and GP 2010. Endeavour recommends budgeting for additional change management and training to help users adapt to the new screens, new and enhanced workflows and new reporting methods.
3. Change Management / User Adoption plans have a greater impact in the New Year
Endeavour Solutions has been providing accounting and ERP consulting for Microsoft Dynamics GP customers for over 20 years. Over this time, we have enjoyed a low turn-over of consultants and a high retention of satisfied clients. Experience has shown that when it comes to business readiness, change management and training plans, users are more open to change and adoption of new processes after returning from vacation. The top two times of the year for the greatest mass-return of employees from vacation is at the end of the summer and after the New Year.
Psychologically speaking employees are typically a little more relaxed and more open to new ideas (process changes), while at the same time are motivated by messages from popular media around “Back to school” and a “New year”. It is at these times of the year where we see increased user adoption of newly enhanced systems and their attainment of new goals, KPIs and other performance metrics.
4. Internal resource discussions are often smoother near the holidays
Business decisions these days are rarely made in isolation; choosing when and how to upgrade your current Dynamics GP ERP is no exception. We’ve found that key executive stakeholders are often swamped with a variety of projects throughout the year, but typically slow down just before the holidays. Although, winter vacations themselves can create havoc on coordinating calendars. When key stakeholders are able to meet, they are typically less distracted with other projects. It may seem counter intuitive, but December can actually be the most productive time to reach a common understanding and commitment around resource allocations.
Our team at Endeavour can assist and even mediate your internal review of upgrade approaches, hosting/licensing options, and training plans. We can also assist with your internal review and evaluation of different approaches to defining new job roles, performing custom calculations, unifying your chart of accounts, working with multiple reporting entities, configuring workflow approval hierarchies, adjusting approval thresholds and a variety of other accounting and business controls that impact business autonomy, team collaboration, reporting visibility and even the calculation of bonus / compensation payouts.
5. Fewer competing priorities in January 2017 – Start your plans now
As discussed, the holiday season often presents a time when fewer corporate projects are running. Now is a good time to take advantage of the potential lull in activity and insert an upgrade assessment and business proposal review before other projects are slated to begin.
We’ve found that the majority of top companies operate within defined budgets. ‘Carpe diem’, if you want to seize the opportunity to improve your performance, streamline your business operations and lay the foundation for future growth, you will need to reallocate the funds from other budgets to pay for your January 2017 upgrade.
Thus the time is now, to consider your Microsoft Dynamics 2016 upgrade plans in preparation for business process improvements and an upgrade to Dynamics GP 2016 this winter.
Call or e-mail Steve Ewing at Endeavour Solutions to set up a meeting to talk about your current Dynamics ERP system and to discuss the various options and approaches available for upgrading to Dynamics GP 2016.
Enjoy your holiday’s, we look forward to hearing from you.
With the power of the Cloud, remote desktop access, and increasingly refined processes we’ve found that more and more of our client work for Microsoft Dynamics GP (ERP) and Microsoft Dynamics 356 (CRM online) implementations, upgrades and integrating 3rd party products, has been completed remotely via secure connections from our offices rather than traveling onsite to our client’s location (in Atlantic Canada, Central Canada or USA).
So what’s changed? We did a quick poll among our Endeavour Solutions’ Canadian consultants in Toronto, Halifax, London and Montreal, the results were much along the lines of what you might expect, but do indicate a clear trend none the less.
1) Change in customer mindset
2) Improvement in technology and remote connections
3) A refinement of processes and the more predicable nature of consulting engagements
Now, most of the consultants interviewed, still stressed the need to meet with clients as part of their relationship building process, but some did concede that they’ve been able to build and maintain a number of strong long-term relationships via phone, email and webcam.
Change in customer mindset. The general consensus was that more and more clients, new and existing, were willing to have their Endeavour consultants work remotely. This was both due to their comfort and trust in working with Endeavour Solutions, as well as a general shift from what used to be a lot of collaboration and joint discovery of the issues and potential solutions, to more of a reliance on Endeavour as a trusted adviser and a more simplistic, get-it-done attitude. To sum it up, more and more clients are buying ‘results’ and are less concerned with paying for ‘bums in seats’. For example, on an eight-week project, one of our consultants traveled to the client’s office (Dynamics GP Michigan client) only once for an initial kick-off, and the rest of their Dynamics GP upgrade was performed remotely, including the implementation of a new manufacturing module along with the associated testing and training.
Technology Improvements. This is thanks to both better network stability and bandwidth that is seen across Canada and the majority of the United States. It’s also because of the greater prevalence and use of proven network security, firewalls and systems being extended to external stakeholders. Our technical consultants also stressed that the newer versions of Microsoft Dynamics GP 2016 and Microsoft Dynamics 365 CRM were designed for browser use (web client) incorporating a modern Service Based Architecture which provides a streamlined means of supporting mobile, cloud and secure remote connectivity. This is further echoed in Microsoft’s “mobile-first, cloud-first” mantra in support of its efforts to help Dynamics Users “Re-invent [their] productivity and business processes” with mobile, cloud and applications such as Microsoft Dynamics GP 2016.
Refined Processes: Endeavour is now in its 27th year in business as a Microsoft Dynamics GP ERP (Great Plains), Microsoft Dynamics 365 for CRM and Microsoft Office 365, Azure & cloud consulting firm. With over 400 active clients coast to coast in Canada and internationally including the United States and South America, we have refined, updated and optimized a number of internal processes to help improve efficiency and predictability of customer engagements. These methodologies, used by our consultants in Toronto, Halifax, London and Montreal, with additional remote support for Edmonton Alberta and Ottawa Ontario, have also created an increased level of predictability and confidence in delivering projects on-time, on-budget and now remotely.
To learn more, contact Steve Ewing, Director Business Development @ Endeavour Solutions Inc.
Office 365 Enterprise is more than just the latest in Microsoft Office 2016. It also includes:
= Advanced security, profiles, and cloud management
= Microsoft Exchange Online for e-mails
= Microsoft Azure Active Directory
= OneDrive for Business and SharePoint online
= Skype for Business for internal chat and video
= And yes Office 2016 for tablet, phone, PC and Mac (both local off-line full-install and online in the cloud)