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.
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.
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:
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.
The new GP 2016 web client will have a useful function called “search open windows” to find layered windows open within the browser.
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.
Office 365 Enterprise is more than just the latest in Microsoft Office 2019. 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
= Strong collaboration tools and integration with Dynamics 365 embedded within Outlook