Top 3 Excel Functions for Microsoft Dynamics

Excel has been a key part of Microsoft Office and continues to be enhanced in Office 216, part of Microsoft Office 365 (Office 365 Consulting in Canada).  As a complement to Microsoft Dynamics, Office 365 and Excel 2016 not only provides additional functions and usability, but there are now dedicated mobile apps,  browser-based online versions as well as the traditional Office desktop workhorse apps for Mac and PC.

The following are a quick Top 3 Excel Functions for Microsoft Dynamics
1. Excel templates in Dynamics CRM and GP.

There are a number of great ‘canned’ reports within Dynamics GP and CRM.  Some of the more popular GP ‘canned’ reports include: Export Chart of Accounts, Sales Analysis, Purchasing Analysis and Inventory Analysis. New within Microsoft Dynamics CRM Online 2016, you can now create your own Excel templates and reports. This is an exciting new function within Microsoft Dynamics CRM Online 2016.  Excel templates can now be formatted and embedded within CRM and made available as a personal or system-wide template.  This means the full capabilities of Excel formatting, including Pivot Tables, Pivot Charts, conditional formatting or offline calculations that can’t be easily handled inside CRM, can now be created as templates and made available to all users.


CRM Dynamics Canada reports


2. Excel PowerPivot for advanced slicing and dicing.

This this free add-in within Excel, simply type into the search “Power Pivot”, Excel will point you to the data analysis add-in called Power Pivot.  Vlookup and Hlookup are good, but being able to use a graphical interface to create joins between multiple tables via Power Pivot makes the consolidation and analysis of information a breeze.  Within Excel 2016, Power Pivot has been expanded to include that ability to preview and filter (ETL) before extracting data from a view, instead of downloading the entire Dynamics View or SmartList. This is a great time saver when you are dealing with large data sets with, hundreds of thousands or millions, of rows of transactional data. We recommend that you get some help from an expert (Endeavour Microsoft Dynamics Consultants) to build and create the custom connections to views or database tables in Dynamics CRM or Dynamics GP before performing your slicing and dicing.  Be sure to periodically reconcile a simple PowerPivot report against your current reporting system to confirm that you are capturing each of the right tables and transactions.


PowerPivot for Microsoft Dynamics


3. Creating budgets within Excel and re-importing them back into Dynamics GP.

Under the Financial Card in Dynamics GP, you can use the ‘Budget Wizard for Excel” to create GP friendly budgets that can be re-imported into GP for actual vs. budget comparisons.  To help kick-start your budgeting process, you can export an Excel budget template with starting data from Microsoft Dynamics GP based on:

  • A percentage change +or- from the open year, or
  • A percentage change +or- from a previous year, or
  • A percentage change +or- from a previous budget, or
  • A blank Excel budget template that you can populate from scratch before re-importing back into Dynamics GP.

Budget template for Dynamics GP


 

For more sophisticated budgeting and forecasts, you may also want to consider Endeavour Solutions’ approved Dynamics ISV partner, Prophix for automated budgeting workflows in support of a collaborative approach to setting budgets and forecasts.  With their new cloud-based options, Prophix is now more affordable for Microsoft Dynamics users in the mid-market. See Endeavour’s dedicated Prophix page at www.endeavoursolutions.ca/Prophix

 

About Endeavour Solutions Inc.

Endeavour Solutions is a Microsoft Gold ERP and Microsoft Silver CRM Partner focusing on development, implementation, upgrades, support and training for Dynamics GP, Dynamics CRM. and Office 365. With offices in Toronto, Halifax, London, Montréal and Edmonton we have more than 400 active clients in every province in Canada. In 2016, Endeavour was named to the Microsoft President’s Club – The top 5% of Microsoft Partners Worldwide.  See our Innovative projects www.endeavoursolutions.ca/dynamicsprojects

 

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2016 Microsoft Dynamics President’s Club awarded to Endeavour Solutions

Endeavour Solutions earns spot in the 2016 Microsoft Dynamics President’s Club.

This award is based on Endeavour’s client-centric focus and support of SMB and Midmarket customers using Microsoft Dynamics GP and Microsoft Dynamics CRM across Canada and USA.

Microsoft Presidents Club LogoToronto, Ontario, July 11, 2016– Endeavour Solutions Inc. is pleased to announce that it has earned a spot in the 2016 Microsoft President’s Club, an esteemed group representing the top 5% of Microsoft partners worldwide. Although the bar is continually raised year over year, Endeavour has been able to yet again achieve this highly sought after recognition.  Endeavour provides consulting services to over 400 clients using Microsoft Dynamics software and solutions across Canada and a number of States in the USA.

The Microsoft Dynamics President’s Club is for those Microsoft Partners who:

  • Achieve specific strategic business milestones,
  • while also maintaining consistently high levels of customer satisfaction,
  • and demonstrate an active pursuit of technology to advance their solutions and services.

Celebrating its 26th year, Endeavour Solutions provides services to the Microsoft Dynamics GP and CRM communities through its Canadian offices in Toronto, Halifax, London, Edmonton and Montréal.

“We would like to thank all of our clients, both new and long-term.  It is your support that has allowed us to continue to grow and receive recognition annually for hitting new milestones. In FY 2017 our goal is to continue our growth plans, including additional services to bring further value to you, our customers.”

Terry Sunderland, President, Endeavour Solutions Inc.

READ MORE: Official Press Release

Microsoft Presidents Club Gold

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Congratulations Endeavour – Microsoft Cloud Certification – Way to go Team

A special congratulations to consulting the team at Endeavour for their latest in Microsoft cloud certifications as a SILVER Small and Midmarket Cloud Solutions provider within the Microsoft Partner Network.

________________________________________
” Congratulations Endeavour – Microsoft cloud certification – way to go team!”

Office 365 Enterprise Canada Endeavour365 Cloud Logo banner

This certification is a great testament to the hard work and success that our clients have been able to achieve with Microsoft Office 365 Enterprise and other Microsoft cloud services including Azure Active Directory and Azure hosting.  Microsoft Canada now offers Office 365, SharePoint Online, Exchange Online and Azure in Canada hosted out of the ultra-secure new Microsoft Canadian data centers in Toronto and Québec City.
More info on Endeavour Solutions Inc. and the Microsoft Cloud see:
e-Business, Cloud, Mobile and Custom Integrations
More info on Endeavour365 for Office 365 Enterprise, Microsoft Cloud and e-mail Migration see:
Microsoft Office 365 with Endeavour Solutions

As a value add to new and existing clients, we are also now selling Canadian Dollar Microsoft licenses for Windows Server, SQL Server and other small, mid-market and enterprise software and user CALs in Canada.  see  www.endeavour365.ca/licenses

About Endeavour Solutions Inc (ESI)

Endeavour Solutions is a Microsoft Gold ERP and Microsoft Silver CRM Partner focusing on development, implementation, upgrades, support and training for Dynamics GP, Dynamics CRM. and Office 365. With offices in Toronto, Halifax, London, Montréal and Edmonton we have more than 400 active clients in every province in Canada.

See our Innovative projects www.endeavoursolutions.ca/dynamicsprojects

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New Microsoft Dynamics GP 2016 released May 2016

New Microsoft Dynamics GP 2016 released May 2016

https://mbs.microsoft.com/customersource/northamerica/GP/downloads/product-releases/MDGP2016_Release_Download

Dynamics-2016-LogoWe recommend GP 2016 for new clients and new installs.  For existing clients and upgrades, we suggest that you hold off on upgrading till mid summer so that any ISV or add-in products can also be upgraded.   Also worth nothing, as of the release date, Microsoft Dynamics GP 2016 does NOT support Microsoft Office 2010.

We suggest you consider upgrading to Office 365, which includes Office 2016.  see Endeavour365.ca/overview for more info.

On a side note, Dynamics GP 2016 will also be referred to as Dynamics GP 2016 R1, as Microsoft Dynamics GP 2016 R2 may be released in the fall/winter of 2016.  Some past articles may have referenced Microsoft Dynamics GP 2015 R3, which was renamed to Microsoft Dynamics GP 2016.

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Dynamics GP 2016 Upgrade Toronto, Halifax, Montreal, London, Edmonton

Dynamics GP 2016 Upgrade Toronto, Halifax, Montreal, London, Edmonton

May 2016 – Update GP 2016 has been released.  See Microsoft Dynamics GP on CUSTOMER SOURCE

The Microsoft Dynamics consulting team at Endeavour Solutions is very excited with the new release of Microsoft Dynamics GP 2016 this spring.  The general consensus is that it will be in May 2016, but Microsoft is already releasing content, tips, training, blog etc. to Microsoft Dynamics GP partners such as Endeavour, to assist clients with their upgrade projects.  In the materials released thus far, there are a number of exciting functions which our team will review and announce shortly after the launch.  From an upgrade perspective, see past posts on Dynamics GP upgrade preparation and system requirements that you should be aware of, and of which our consultants will advise you on.  Contact Endeavour to start your plans Don’t have a Microsoft partner? or Need a new one? Visit

As a sneak peek, three of the new GP 2016 functions are:

  1. HTML5 – Full functioning web front-end that works and resizes in any modern browser on TABLETS, PC and MAC – Chrome, Edge, Firefox, Safari and Internet Explorer.  This aligns nicely with Microsoft’s mantra of “Cloud-first, Mobile-first” evolution for business applications.
  2. The new GP 2016 web client will have a useful function called “search open windows” to find layered windows open within the browser.
  3. All-In-One document viewers will help create a centralized dashboard for users.  With the viewer you can view ‘quantity-in’ and ‘quantity-out’ transactions for one item in one window.  Handy for transactions such as inventory management.

Microsoft Dynamics GP 2016 roadmap

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