Category : Microsoft Dynamics Canada

Dynamics 365 upgrade CRM

New Microsoft CRM Cloud Upgrade site

Delaware, USA – April 2022. We’re excited to announce a new Microsoft CRM Cloud Upgrade site launched by our team to support the migration and upgrade to Microsoft Dynamics 365.
https://www.endeavour365.ca

Clients using older on-premise legacy applications (Dynamics CRM) should upgrade to the latest in cloud-based Microsoft business applications for a variety of reasons including advanced security, stronger Office 365 integration, and access to advanced AI features to help improve user productivity.

Website screenshot

The CRM Cloud Upgrade team at Endeavour has developed specialized processes to migrate from on-premise CRM to the cloud, as well as migrate from Salesforce.com to Dynamics 365 for access to the Microsoft ecosystem of applications including out of the box integration with Microsoft 365 applications including Microsoft Teams, Exchange Online, Outlook 365, SharePoint Online / OneDrive and additional apps and automation tools within the Microsoft Power Platform (Power Apps, Power Automate, Power Virtual Agent and Power BI).

https://www.endeavour365.ca/

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Dynamics GP support USA

GP Support North USA and Canada

Visit our new dedicated website for Microsoft Dynamics GP (Great Plains) consulting services – GP Support North to learn more about what’s new for Dynamics GP 18.3 and our support for Dynamics GP USA and Canada clients.

Dynamics GP Support North America
Dynamics GP Support North America – GP Consultants for USA and Canada

https://www.GPsupportNorth.com/USA

learn more

https://www.knowdynamics.ca/whats-new-in-dynamics-gp-18-3-gp-2021/

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Adobe security warning affecting Microsoft Dynamics GP

April 2019 – Endeavour is aware of an issue caused by a recent update to Adobe Writer / Adobe Professional. This issue is impacting all versions of Microsoft Dynamics GP when creating PDF documents. The issue relates to a new security message that appears when GP attempts to create a PDF document.

The Adobe security message appears BEHIND the main GP interface.

This Adobe security warning affecting Microsoft Dynamics GP is preventing users from interacting with the message. GP may appear to be frozen.

If your organization uses Adobe Professional / Adobe Writer along with Dynamics GP, you will need to make the changes outlined in the Adobe technical article linked below.

Common uses of Adobe Writer and Dynamics GP include the Paystub Emailer add-on from Encore and the Emailer add-on from Binary Stream – to name a few. This issue does not apply to emailing PDF documents via the Dynamics GP Word Template functionality.

Adobe – https://helpx.adobe.com/acrobat/kb/security-warning-postscript-pdf.html

If you need additional assistance, or would like to jointly test to see if this issue applies to your Dynamics GP environment, please contact the Endeavour Solutions Support desk by emailing support@endeavoursolutions.ca .

Visit Endeavour Solutions Support

Endeavour Dynamics GP Support Page Canada: https://www.endeavoursolutions.ca/Support

Endeavour Dynamics GP USA page: https://www.endeavoursolutions.ca/USA

Dynamics GP Adobe Issue April 2019

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Why use Dynamics GP Cloud Hosting in Canada

Should I use Dynamics GP Cloud Hosting in Canada?

First of all, yes you can have your on-premise server-based software hosted in a Dynamics GP Cloud.

There are a variety of flavours of “Cloud”.  The two main ones that we recommend are Public Cloud (Microsoft Azure) or Private Cloud (Endeavour’s Cloud hosting partner).

For today’s insight, lets focus on the Private Cloud, as the Azure public cloud is currently geared more towards technical IT needs.

So, what is the difference between a private cloud and what you may have now?

It depends on what you have now. If your current Microsoft Dynamics GP or Dynamics CRM server-based software is already hosted off-site at a 3rd party data centre, the two may be roughly the same, just a different billing model (per user fee vs a list of monthly service fees) and potentially a different set of support services.

If your current Microsoft Dynamics GP or Dynamics CRM server-based software is hosted in an “IT closet” at your office, there is a good chance that moving to a Private Cloud may be quite a bit different – and well worth considering.

Some of the high level differences between cloud and internal hosting include:

  • For CRM web clients, the user experience would be roughly the same, though mobile access may be easier to setup via a private cloud.
  • If you are using the Dynamics GP desktop clients, you will need to RDP (remote desktop) into the server for the private cloud, many clients are already doing this rather than a full direct-connect.
  • For GP web client and remote access from a home office, this will be easier via a private cloud.
  • The firewall, anti-virus and other security measures are almost always better in a private cloud.
  • In terms of Risk, typically the private cloud is a safer bet.
    • Better disaster recovery, better back-up and better restore times.
    • Better physical security, better cyber-security and better fire protection.
    • Often a greater level of IT monitoring and loading of periodic windows and security patches.
  • Performance may also be better with cloud depending on the specifications and age of your current infrastructure

Does Private Cloud hosting cost more?

The short answer is “Maybe”, (see Endeavour Canadain GP Private Cloud Price)
The long answer is often a resounding “No”, once other costs/risks are considered.
The top costs to consider are:

  • The IT support services that you use to monitor and maintain your IT infrastructure.
  • The back-up and off-site storage protocols that you have in place.
  • The ongoing physical security, cyber-security and protection efforts employed.
  • The level of Risk you are prepared to assume, the consequences and cost of a potential breach (ie Ransomware or theft of customer data)

If your IT team is highly skilled and are backed by a healthy budget, then a private cloud will often cost less, however if your IT team is running on a shoestring budget, or are seen as a sunk cost, then, yes a Private Cloud will be seen as costing more – but may be worth it in terms of reduced risk.

Dynamics GP Cloud Hosting, Dynamics CRM cloud hosting

 

 

Beware of deals (e-mail SPAM) that are Too Good – To Be True (TG-TBT), as they probably are!

To Good to be True # 1 – Free migration, GP migration with no ISV’s, with free online training.

  • Migration excluding ISV’s (3rd party products) is of little use as most rely on ISV products.
  • Free online training is on CustomerSource. Endeavour has many free recorded webinars.
  • Training and support for your business processes and specific configuration is better via Endeavour Support.

To Good to be True # 2 – Low cost introductory Azure hosting. Our technical team has looked extensively at this.

  • When 24×7 performance and various consumption fee’s add up, costs are double the introductory fees.
  • Dynamics GP needs additional server(s) power and memory for remote desktop, for MR and for some of the more complex modules and ISV’s.

To Good to be True # 3 – Dynamics GP in the Cloud as an all-in subscription with no software maintenance.

  • This is smoke and mirrors unless you are 100% vanilla GP with no ISV and no significant configurations.
  • This scenario is essentially a net new implementation with high costs to configure to your needs, which I assume are already being met. (if you need help contact support)
  • With current Microsoft prices, moving from a perpetual concurrent user license to a per-named-user subscription license will cost more in the long run.

The Answer is: Embrace the Endeavour Private Cloud, for those clients where Cloud is a good fit.

Learn more and see PRICE for Endeavour GP Cloud Hosting in Canada https://www.endeavoursolutions.ca/GPcloud

Good luck!

We look forward to hearing from you.

PS, we can also help with GP support and GP Cloud hosting in the United States.

 

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News on the new Microsoft Dynamics GP 2018 new features

News on the new Microsoft Dynamics GP 2018 new features.

We’re trilled to be one of the first to provide a more in-depth overview on the new features within Microsoft Dynamics GP 2018 ERP.   With a scheduled release date of December 1, 2017, Microsoft Dynamics GP ERP has a great looking future with a detailed GP roadmap (Great Plains) and continual investments from Microsoft for this strong mid-market ERP system.  Since Dynamics GP is a mature application, you will see now, and into the future, more and more focus on User Experience and user requested functions, rather than major releases of new modules or other core functions and capabilities.  We believe that this is a “great thing to see” in an ERP, where stability, flexibility and scalability are important. Learn more about Endeavour Solutions for Microsoft Dynamics GP consulting and support in Canada and USA at GP Upgrade.

Top Microsoft Dynamics GP 2018 new features

Dynamics GP 2018 Additional User Requested Functions  Microsoft GP 2018 Screen Customer Statements

  • SmartList Favourites with unique password protection. Great for sharing as read-only.
  • Checks and Cheques have been renamed as Payments as seen in Payables Transaction windows. This reflects the common term for ETF vs Cheque.
  • Copy user access settings and security across AA dimension codes. Therefore saving time on setting up new users.
  • A variety of new Sort functions for the Receivables Transaction Inquiry window – by Type, document number, amount, amount remaining, document date, etc.
  • Ability to Print and Email a single statement from the customer card as seen to the right.
  • Ability to print Purchase Requisition.
  • User experience updates to the Dynamics GP web client including ‘type ahead auto-complete’. Great for cloud-hosted users.
  • Additional sorting options for Bank Reconciliations.  Therefore saving time in monthly bank rec.
  • Even greater integration and accelerators for Power BI with the new GP 2018 Power BI Content Pack. (coming soon)

Dynamics GP 2018 Workflow v 4.0

  • New workflow approvals for General Ledger Accounts and Purchase Invoice
    • Workflow now exists for almost all areas including batch approvals for Purchasing, Payroll, Project, Payables, Sales, System Security and Vendor management.
  • Ability to copy workflow steps and settings.
  • Additional fields for PO and Payables transaction workflow.
  • Reminder e-mails for Workflow to help keep approvals on task.

Dynamics GP 2018 Improved DocAttach (Document Attachment) Microsoft Dynamics Dynamics GP 2018 screen receivables attach

  • Add, View and Modify attachments on most master record windows, inquiry windows and transaction entry windows.
  • Document Attach icon is now shown within the Ribbon on most transaction and inquiry screens including:
    • GP Document Attachment on Receivables Entry
    • Document Attachment in General Ledger Entry
    • Document Attachment on Employee Inquiry
    • GP Display Vendor notes on Vendor Inquiry
    • Display Customer notes on Customer Inquiry
    • Project Notes screens in Project Inquiry and PA Project Inquiry
    • Document Attach in Asset General Information (FA) (Fixed Assets).

 

Endeavour Solutions has been working with Microsoft Dynamics GP Canada for over 28-years to advise and help progressive organizations improve their business processes, operational efficiency and overall performance by leveraging the power of Microsoft Dynamics GP ERP.  Underpinning each project is our belief that a strong ERP or CRM is only as good at the data within it. Based on this concept, our team at Endeavour strives to ask “why” and “how” to uncover the true processes and business insights that will help drive innovation within your business.  Meet our team www.endeavoursolutions.ca/about-us

Endeavour Solutions Canada is a Microsoft Gold ERP and Microsoft Silver Cloud & CRM Partner focusing on development, implementation, upgrades, support and training for Dynamics GP ERP and Dynamics 365 CRM as well as Office 365 and Microsoft Power BI.

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