Tag: GP and CRM implementation

Microsoft Dynamics GP provides users with the Professional Services Tool Library, also known as the PSTL. One of these tools includes the Masters Triggers Tool, which allows users to automatically replicate master files for general ledger accounts, vendors, and customers to other company databases. The Master Triggers Tool is useful for creating a test environment with live company data. Watch the video below for a step by step tutorial on...

Earlier this month, we announced that we are doing a blog series discussing different new features for Dynamics GP in celebration of the new October release of updates for the solution. In our previous post, we highlighted the ability to implement default sorting options. Today, we are going to go over a brand new window called the Project Code Modifier. This new window allows users to add modifications to Project...

Microsoft is gearing up for its newest update release of Dynamics GP, and they have listened to users’ feedback on what changes should be made to the system. The three main areas of focus as a result of these consumer requests are: Ease of Use Customer Requests Extended Functionality It is important to note that along with this new release, Microsoft also revealed the new lifecycle for Dynamics GP in...

We are entering a digital marketplace in which on-premises software alone like Dynamics GP cannot satisfy the needs of companies in order to stay competitive. Luckily, there are multiple avenues you can choose between when it comes to upgrading your solution to match the ever-changing and evolving global economy.  Integrating and Reporting External Tools Dynamics GP runs on an SQL server, meaning there are many valid integration tools available for...

In such a competitive market, the key factor to a company’s success is the ability to provide personalized services to its customers and form a connection with them. This should be at the forefront of every insurance company’s mind but is often overshadowed by the need to manage and store client and broker data as well as policies, claims, and more. Luckily, Dynamics 365 is a CRM solution designed to...

Manufacturing organizations focus mostly on speed, price, and quality when managing their business. Although those few words sound simple, managing and prioritizing those needs can become an intimidating task. If your manufacturing business functions on a made to order (MTO), made to stock (MTS), or discrete basis, Microsoft Dynamics GP could be a great fit for you. Dynamics GP can help you to build your business by lowering your costs,...

There are many moving parts to implementing a new CRM software, like Microsoft Dynamics 365 Customer Engagement (CRM), that could end up causing your organization problems later down the road. It is crucial that you choose the right partner, like Logan Consulting, to guide you in your implementation process. Staying on budget, as well as planning and scoping your project are essential for success. Read on for three ways that...

A Webinar by Logan Consulting Curious About Your Options When It's Time to Upgrade from Your Current Version of Dynamics GP? Join Logan Consulting for our upcoming webinar giving you all the information about the next steps to take when it’s time to upgrade from your current version of Dynamics GP. Date: Wednesday, March 13th, 2019 Time: 10:00AM-11:00AM CDT Description: Are you curious about your options when it's time to upgrade Microsoft Dynamics GP?...

Authored By: John Hinchy We recently received a client request to help with an error for a user tracking to track documents in SharePoint from their Dynamics CRM system. This started as a tricky situation because the error was very generic and did not give a log nor details about why the user could not post a document to their CRM SharePoint site. When setting up SharePoint in CRM there are many...

Logan Consulting helped implement Microsoft Dynamics CRM as well as Microsoft Dynamics GP for one of the largest suppliers of radiographic systems. See the infographic below to see how Microsoft Dynamics GP and Microsoft Dynamics CRM helped this organization reach its full potential.   This radiographic supplier is now able to work efficiently and independently with ERP Systems that will grow with them as their organization grows. Are you considering...