Tag Archives: Microsoft Canada

Free HR Module within Dynamics GP

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

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.

Next Steps?

  • Contact Endeavour GP Support Desk for added info and details  www.endeavoursolutions.ca/support
  • Consider a discounted Endeavour pre-paid bank of support hours to save you time and effort.
  • Consider Endeavour Solutions for your next GP upgrade, and include the HR module within the scope of your project.  Microsoft Dynamics GP (Great Plains) https://www.endeavoursolutions.ca/GPupgrade

 

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Cheque printing in Dynamics GP Great Plains

The good, bad and ugly of GP Cheque printing

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)

Sample of bad cheque in Dynamics GP - GP Cheque 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)

Dynamcis GP Cheque 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.

www.endeavoursolutions.ca/support  (new clients welcome)

www.endeavoursolutions.ca/GPupgrade

 

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Performing miracles remotely and other remote Microsoft Dynamics GP consulting

Microsoft Dynamics ERP ConsultantWith 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.

Save with the exchange rate for USA Remote Dynamics GP Consulting from Canada www.endeavoursolutions.ca/USA

Interesting and Innovative Projects by Endeavour Solutions (Endeavor Solutions) www.endeavoursolutions.ca/dynamicsprojects

Follow us on LinkedIn – www.linkedin.com/company/endeavour-solutions-inc-

 

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Dynamics GP 2016 R2 to be released late 2016

Dynamics GP 2016 R2, unofficially announced this summer and further validated at the Microsoft Dynamics GP “ReIMAGINE” conference earlier this week (September 19 2016).

Microsoft Dynamics GP 2016 R2 will be released later this year.

The official date has not been set, but is slated for Q4 CY 2016 – End of calendar year 2016 in Canada and USA.  Given the announcement of the launch of Microsoft Dynamics 365 Business Financials and Dynamics NAV 2017 in Canada for early November 2016, it is presumed that Microsoft Dynamics GP 2016 R2 will most likely be late November or early December 2016.

This release will align well for clients considering Dynamics GP 2016 R2 upgrades in early 2017 after they’ve closed their period-end books (Year-end for some, Quarter-end for others).   Below is an unofficial photo of the Microsoft Dynamics GP 2016 / 2017 Roadmap along with other products within the Microsoft Dynamics Suite including Microsoft Dynamics CRM On-line.  We’re also told that Microsoft Dynamics GP 2017 should be expected late next year, our best guess would be Fall 2017.

Dynamics GP 2016 R2

Visit Endeavour Solutions for more information on:

Microsoft Dynamics GP ERP for Business Financials

Microsoft Dynamics CRM for Customer Engagement and Dynamics 365 CRM Cloud for Customer Engagement

Microsoft Office 365 and Cloud for e-mail, file storage and collaboration

Videos and Demos for Dynamics ERPDynamics CRM or Office 365

Microsoft Presidents Club Gold

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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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