From now until December 16, 2014 Microsoft and Endeavour Solutions are offering special pricing to existing Dynamics GP customers that require additional licenses. In order to qualify for any special discounts:
Businesses must purchase a minimum of 3 users or more
Accounts must be current on Microsoft enhancement
Licenses need to be ordered and paid for in advance of December 16, 2014
To learn more about what kind of discount your company qualifies for, please contact Steve Ewing Director of Business Development at Endeavour 905-542-2139 ext 213 or via email sewing@endeavoursolutions.ca
Are you happy? I mean really happy… with your current Microsoft Dynamics Partner?
Every day we encounter Microsoft Dynamics GP and CRM customers who are considering changing partners. Usually the reason for the switch has nothing to do with the product, but rather the lack of support and trust in their relationship with their Microsoft Partner.
If your current partner doesn’t stack up, the grass may be greener on the other side. However, there are 3 key things you absolutely must consider before switching in order to get the results you expect moving forward.
1. Account Leadership
Consider the type of relationship and level of interaction you have with your partner’s dedicated account leadership. When you reach out to your partner for account or product support, do you speak to a familiar voice? Are you continuously left wondering who will be responsible for answering your questions? Being confident that your support and service requests will be answered promptly so business interruptions are kept minimal.
2. Continuity
With dedicated, trusted account leadership and support should come with a level of business continuity that is the norm. Microsoft Dynamics products are designed to bring people and systems together to help you run your business more efficiently.
If critical business functions executed through Dynamics products are not properly supported, your level of customer service, consistency, and recoverability could be in jeopardy. Not to mention the reputation of your business.
3. Expertise
Finding the right Dynamics Partner is just as important as implementing the right product. Consider a partner’s level of product and industry expertise. Are you confident that your partner’s consultants and support associates are immersed in the latest deep product knowledge? Do they come to the table with notable hands-on experience in your industry proven by offering you references from existing customers?
The right partner can be critical to your success both during project implementation and for years to come as your business evolves. If you’re searching for more when it comes to your current Microsoft Dynamics partner, let us know – we’d be happy to discuss our services, client feedback and experiences, as well as various levels of support that can help your business grow.
We recently announced that Endeavour Solutions will be featuring ongoing webinars showcasing add-in applications for Dynamics GP based on some of the challenges our customers have told us about. These apps benefit organizations either financially or will streamline processes within your existing GP system.Our second upcoming webinar introduces the number one selling GP add-on, Smart View from eOne. They will also demo the Smart List Builder. Many Dynamics GP licensees use the out of the box SmartList but Smart View takes the tool that most love and makes it even better. Smart View provides an alternate, fast, easy to use and more flexible interface to all existing SmartLists. This affordable solution is used by over 13,500 companies worldwide.
Learn How Smart View Expands SmartList’s Reporting Capabilities for GP
Steve Ewing of Endeavour Solutions along with Abbey Cooper and Nicole Albertson of eOne will co-host: Smart View, the Number One Selling App for GP on Tuesday, October 28th at 10:30am EST.
Faster, Simpler, More Filters, Totals and Grouping. SmartView reporting removes the headaches and hassles by joining forces with SmartList to remove any reporting limitations and get the data to those who need it in your organization. Highlights of Smart View include:
See Screens/Lists Faster, Like 10x Faster
Send Smart View Lists to Non-GP Users
Drag, Drop, and Customize All Columns. Simple!
Unlimited Filters to Customize Lists Exactly As You Want
Export, Copy and Paste Right Into Excel
Smart View lets you give SmartList access to all Non Microsoft Dynamics GP users, meaning your entire company is connected without the need for additional licenses.
It seems like today, finance and accounting departments have more pressure on them than ever before. As a member of one of these teams, you already know that budgets are tighter, collections are more important, and cash flow is the lifeblood of your company. That’s why CRM may be your new best friend.
Originally introduced to market years ago as a contact and task manager for sales people, CRM systems have evolved into a powerful financial forecasting, management, and analysis tool in every industry.
Not Your Typical Technology Tool
Finance and accounting teams aren’t typically involved with CRM system selection or implementation… however, that trend is changing. CRM has become so robust and versatile that it’s now an important tool used across company departments and job roles. Tracking everything from marketing expenses to labour costs, CRM systems are allowing finance to analyze sales and marketing expenditures, accelerate cash flow, and zero in on marketing activities that generate the most value.
Integration is the Key
Through the built-in integration between Microsoft Dynamics GP and CRM, CFOs are reducing costs and creating a catalyst for company growth thanks to comprehensive reports that combine sales, marketing, accounting, and operational data to help you make better-informed business decisions. CRM systems provide a 360 degree view of your entire organization by consolidating data from every corner and department of the company.
How Accounting and Finance Use Data from CRM:
Track & Analyze Marketing Costs – Discover what’s delivering the most bang for your buck.
Assign measureable and quantifiable metrics to leads, cost-to-close, labour, and overhead in your sales department.
Revenue and Expenses Reporting – combine revenue and expenses across your entire organization to predict future cash flow and make better financial decisions.
Evaluate your Customer Service and collections activities to ensure they’re efficient, effective, and cross-sell opportunities are maximized.
If you’re an Accounting Manager, CFO or the Director of Finance, it’s time to look at CRM. This traditional “sales and marketing” technology might just be the best financial tool you’ve discovered in years.
Learn More About CRM for Accounting and Finance Teams
SmartList Designer is a function available with the new version of GP 2013 R2. It is an alternate to the existing 3rd party application ‘SmartList Builder’ from eOne. It is available at no extra cost with the initial install and offers the ability to create simple SmartLists without needing to purchase a 3rd party application.
Below is a list of the major Pros and Cons comparing SmartList Designer to the 3rd party application, SmartList Builder:
Pros
Create and modify SmartLists without buying the 3rd party SmartList Builder.
Link multiple tables to view more information.
New ‘preview’ function within the SmartList Designer window to preview the SmartList without having to exit out of the window.
SQL query preview is also available but is strictly read-only text.
Allows queries from SQL views.
Cons
No options for key Builder functions:
Excel Based Reporting
Building Go Tos
Drill Downs
No formatting options for the cell values of the resulting SmartList.
*Except currency for the calculated field.
Cannot reorder columns.
Columns are ordered in the order they are added.
Cannot rename column names.
Columns are named with the field name in SQL.
Cannot use additional data sources:
SQL Tables
SQL Scripts
SQL Objects
Extender Resources
SmartLists
All in all, SmartList Designer is a very useful tool for new GP installs to build simple SmartLists for newer users. It allows the flexibility for creating additional SmartLists, but shouldn’t be looked at as an alternative to SmartList Builder if complex SmartLists or reporting are required.
Deciding to leave Dynamics GP is bittersweet. Our team at GP Support North will miss you, however, our Business Central migration and support team at Endeavour Solutions is eager to help you succeed.