Category : Microsoft Dynamics CRM

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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Congratulations from Endeavour Solutions to Microsoft Power BI – Leader in Gartner Magic Quadrant

Congratulations from Endeavour Solutions

to Microsoft Power BI – Leader in Gartner Magic Quadrant

Follow this link to read the full article, and gain access to the Gartner Report (Microsoft Power BI Blog)Power BI Canada Consulting Toronto, Halifax, Montreal, Edmonton, London

 

 

Also, Endeavour Solutions is pleased to announce our February webinar series launched earlier this month includes a Webinar on Microsoft Power BI for sales dashboards and sales KPI pulling data from Microsoft Dynamics GP.  Register here: February 23, 2016 https://attendee.gotowebinar.com/register/1477620854672946434

Watch a recording of our past Microsoft Power BI demo and webinar at www.endeavoursolutions.ca/power

Image - link to Video of Demand for Microsoft Power BI

Endeavour Solutions – Sample KPIs and Analytics by Industry

 

Microsoft Dynamics GP and CRM for Manufacturing Companies

Microsoft Dynamics for CPG, Supply Chain & Distribution

Microsoft Dynamics for Services, Media & Software

Microsoft Dynamics for Financial Services

Microsoft Dynamics GP for Not-for-Profit & Member Associations

Microsoft Dynamics ERP for Venture Capital and Holding Companies

Microsoft Dynamics for Aquaculture, Mining & Energy

Microsoft Dynamics GP for Field Service (Cross Industry)

Endeavour Solutions Canada is a Microsoft Gold ERP and Microsoft Silver CRM Partner focusing on consulting, development, implementation, upgrades, support and training for Dynamics GP, Dynamics CRM, Azure Cloud and Office 365. We are one of the top Microsoft Dynamics partners in Canada and a President’s Club Member.
With over 400 active clients, Endeavour Solutions is in the top 5% of Microsoft Partners worldwide with consultants working from our Canadian offices in: Toronto, Halifax, Montréal, Edmonton, and London and full consulting support for the USA.  Our 25+ year success is due to our focus on our customers, our people and our core values of integrity, trust, and accountability.

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Microsoft Dynamics ERP and CRM Roadshow in Halifax Nova Scotia

Want to meet some of Endeavour’s top industry consultants. Come visit us at our Microsoft Dynamics ERP and CRM roadshow in Halifax Nova Scotia on November 17, 2015 at the Delta Halifax.  This will be a great opportunity to network with like-minded peers in Business, Finance and IT from across Atlantic Canada.    Visit our registration page for start time, agenda, location, parking and key topics.  Learn about Microsoft ModernBiz for mid-sized business combining Microsoft Dynamics GP with Dynamics CRM, Microsoft Office, PowerBI and the Microsoft Cloud.

ERP Consultants Halifax

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