FOR IMMEDIATE RELEASE
PR Log (Press Release) – Feb 01, 2010 – WebSan Solutions Inc. an Aurora, ON based Certified MS Dynamics Partner, announces expanded Salesforce.com service offerings.
"WebSan has been working with Salesforce.com as a Referral partner for a number of years and have successfully implemented the product numerous times. Our expertise in the ERP/CRM space and specifically with MS Dynamics GP, has resulted in a number of very interesting and complex integration projects between the products. Naturally it made sense to formalize our relationship with SFDC so we can be kept abreast of the leading developments and the product roadmap at SFDC." stated Andrew King, Senior Partner.
Andrew continued that "This new SFDC offering allow us to complement and round out our other CRM service offering, such as Microsoft CRM, and provide service to a customer with which ever leading CRM solution that best fits their requirements. "
WebSan also has partnered with Scribe Software, which is an integration tool between Salesforce.com and Dynamics GP.
"The combination of a popular CRM system like Salesforce.com and a top of the line ERP like MS Dynamics GP makes for a potent combination. Integrating the two systems opens up unlimited possibilities and tremendous efficiencies for our clients." stated Andrew.
Also see press release on PR LOG here : http://www.prlog.org/10510825-websan-solutions-inc-expands-salesforcecom-service-offering.html
As promised from my last entry, I will be discussing SmartList functionality this time – how to use them to your advantage and how to build/modify your own.
SmartList in a nutshell is a powerful means of accessing your Dynamics GP data in simple to read form for reporting and analysis. They can be found right in the Microsoft Dynamics GP dropdown menu. There are predefined SmartLists for all modules, which means there is one for everybody. Examples of a few that come with the system are PA Cost Categories found in the Project Accounting folder and Open Purchase Orders, which is located in the Purchasing folder. Using a SmartList is as simple as clicking on the SmartList icon in the desired module. After the data is generated, you could then export to Excel for further data manipulation. There is also an option to export to Word if required.
If the standard SmartLists do not satisfy all of your analysis purposes, there is an add-on tool called SmartList Builder that allows you to customize the standard SmartLists as well as create your own to query a customized set of information. If available, the tool can be found in Micrsoft Dynamics GP-> Tools-> SmartList Builder->SmartList Builder. SmartList Builder allows you to link up to 32 tables in the system and configure your own column headings to suit your reporting needs. I will go through the steps of creating a new SmartList for my own purposes: Contract ID with Project ID and Project Name. To begin, name your SmartList and choose the Product that the data will come from. Project details are found in Project Accounting so that was the product I selected.
To start adding tables, simply click on the “+” symbol on the left panel and select “Microsoft Dynamics GP Table”. From there, you can choose and/or link up to 32 tables of your choosing to incorporate your desired set of data. There will be some research to be done in order to link the right combination of tables for your own purposes. The information I need is found in the PA Contract Master File and PA Project Master Files so I need to first add the PA Contract table and then link the Project Master table based on a common field (Contract ID):
I can then select the fields I require to be displayed in my dataset:
Just save the SmartList and it will be good to go in the SmartList window!
You can also choose to further filter your dataset using the Search button on the SmartList menu:
I hope this helped! My next blog entry will cover the Report Modifier feature in GP!
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The Setup Checklist in Microsoft Dynamics GP is a great little tool to guide you in the configuration of a new client on the system because it provides a systematic and efficient list of tasks for a complete deployment. I found the tool to be excellent in ensuring the proper setup tasks were completed in the right order because many latter and complex tasks such as in modules such as Sales and Project are dependent on initial setup such as GL account creation and Currencies to be finished first.
When opening up the checklist using the path Microsoft Dynamics GP -> Tools -> Setup -> Setup Checklist, you will find a nifty Setup Guide that pops up right beside the Checklist. I found this to be very helpful in the explanation of the task at hand and how to find more information in the related links below the task description. Here is the Guide that appears when configuring System Security:
As you can see, after the brief task description follows a list of more information that the user can click to further learn about the task and its relationship and effect on various other functions. Since System Security is related to users directly, you would find links for personal security and security roles in links. I noted in my first entry that the Help menu does a superb job of providing necessary information when stuck on a task and it continues to be as I am continuing with my configuration duties.
One complaint that I do have so far is the inability to maximize every single setup window when doing configuration. Usually the first window in a path can be easily maximized (i.e. Account Maintenance) but say if you wanted to Lookup the accounts, the results list must be manually enlarged instead of using the window maximize button. Although a small complaint, I believe that one-click window maximization should be found on every drilldown window in the system for added convenience.
My next issue will cover the concept and handiness of Smartlists and how they can help you with your production in Dynamics GP. I will be sure to provide an example of a custom one and the type of data that can be derived from it.
As the newest member to the Dynamics GP Consulting practice at WebSan, it is my responsibility as a junior analyst to learn how the system works through Microsoft E-Learning and actual hands-on practice in QA environments. My goal with my blog entries is to take you through my learning process with the system. It is my intention to provide any new users or potential future users of the system an objective view of how I perceive and adapt to Dynamics GP.
Coming from a systems background with experience in ERP and warehouse management systems, the first thing that came to mind when interacting with Dynamics GP initially was how easy it was on the eyes. This is an attribute that many software developers neglect because they fail to think like a user. I personally believe that more appealing GUI’s are successful than their bland counterparts in the efficiency department. Nobody likes monochrome work environments.
I’ve also found the navigation to be very intuitive. I have been able to get where I need to go in my basic training exercises in usage and configuration. The help menu has been doing a great job covering any questions I had. Any challenging issues I have definitely had to inquire a senior analyst. Although the software has an accounting backbone and I don’t come from an accounting background, I did not have much difficulty accomplishing basic tasks such as setting up GL accounts or running reports.
I am currently working through the configuration of a new WebSan client on Dynamics GP. My next blog entry will describe my experience with it, including any challenges and lessons learned. Stay tuned!
Microsoft is offering significant discounts to customers who migrate from Intuit Quickbooks, Exact (Macola) and Sage (all editions) to Dynamics GP.
Contact us for more details!
In an independent analysis, Nucleus Research studied various customers who had implemented either:
- Microsoft Dynamics GP
- Oracle E-Business Suite
They found that :
"Microsoft Dynamics GP has a lower TCO (Total Cost of Ownership) and delivers a positive ROI by limiting costs while delivering significant returns. Microsoft Dynamics GP takes less time to deploy and fewer resources to support than other solutions."
For more information, see the following presentation for more details:
There's a lot of debate out there on forums regarding hosted ERP solutions.
Obviously, much success has been had with Software as a Service (SaaS) in the CRM (Customer Relationship Management) space, but CRM really isn't "mission critical." If a company chooses to outsource mission critical applications, such as shipping software, WMS, or manufacturing software, then what will happen if the company loses their internet connection?
There are many pros to going with a fully hosted solution over an on-premise solution. They include, but are not limited to:
- The initial cost for the ERP solution is usually significantly less than an on-premise solution.
- Total cost of ownership (TCO) over time can still be less than on-premise, depending on the outsource provider and their capabilities
- The initial implementation time line can also be accelerated by hosting because much of the underlying configuration infrastructure can be shared, therefore consulting time is minimized
- Internal IT support staff is not required for a hosted solution
- The hosting provider takes care of system updates, patches, regression testing, etc.
The one advantage on-premise solutions have over hosted is that they are indeed, on the premises of the client. They don't go down unless your business does, and then, you've got bigger fish to fry.
That being said, if you could combine the benefits of on-premise with the benefits of hosted, in a hybrid solution, then you would have the best of both worlds.
Look for a solution that offers to have your mission critical applications on site, like:
- Warehouse Management System
- Shipping/Manifest System
- Manufacturing Data Collection (work order) System
The rest of the ERP system can be hosted. That way, if your network does go down, your mission critical applications are still up and running and your financial transactions will simply wait until connectivity to the main Accounting system is restored.
A hybrid hosted and on-premise solution may be the answer you're looking for!
We've combined the best of both worlds for our clients. Contact us now to learn more about our hybrid Microsoft Dynamics Great Plains (GP) solutions.