Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

Wednesday, June 8, 2016

Insights from a Law Firm Services Director: From Accountant to Business Problem-Solver

Executive Director of Armanino’s Law Firm Services team, John Schweisberger was recently interviewed for Platt’s Perspective in Inside Public Accounting on the transition from the traditional accountant role to that of a consultant. Entitled “Moving From Accountant To Advisor Doesn’t Need To Be The Equivalent Of Jumping Across The Grand Canyon,” author Mike Platt summed …

Monday, March 23, 2015

Dynamics CRM Forecast Management Solution to Improve Productivity

Armanino recently introduced the Dynamics CRM Forecast Management solution. (Anyone attending Microsoft Convergence 2015 in Atlanta last week might have seen the special sneak peek of a live demo on how this solution works). The Forecast Management solution enables sales and operations executives to develop detailed sales forecasts. Created to increase productivity, the solution streamlines and …

Thursday, August 21, 2014

Why Separation of Duties is Essential to Business Controls

Business controls in your organization can be greatly increased by evaluating business processes and determining whether there is sufficient separation of duties, then making improvements where needed. The basic guideline in evaluating or designing a business process with a sufficient separation of duties control is to make sure that the person(s) with custody of assets …

Tuesday, June 17, 2014

8 Steps to Implementing Good Credit Management

Effectively managing the credit you extend to customers allows your company to conserve working capital, reduce bad debts and create better relationships with customers. Below are eight steps to help you implement good credit management and start properly managing customer credit: Establish a credit policy and stick to it. This is the first step to …

Wednesday, November 20, 2013

Three cool features in Dynamics GP’s Professional Services Tools Library

With the release of Microsoft Dynamics GP 2013, there has been a lot of focus on all the new exciting features of 2013. But we don’t want to forget about everyone else! Whether you are preparing for an upgrade, or simply just trying to clean up the data in your GP environment, the Professional Services …

Wednesday, October 16, 2013

The Strategic Advantage: Rolling Forecasts vs Traditional Budgeting

Strategic CFOs seeking to take their finance teams, and their companies, to the next level need to abandon traditional budgets and adopt rolling forecasts—ASAP. CFOs and finance executives find little value in the traditional budgeting process. They want to take a leadership role within their organizations—streamlining finance, managing technology initiatives, partnering with sales—and they can. …

Monday, September 30, 2013

Considering an ePay solution for Dynamics GP?

Checks and cash used to be the preferred methods of payment for consumers. These days however, ePayments solutions such as credit cards, debit cards and electronic checks (ACH) have become widely used and accepted for retail and merchant purchases, because customers appreciate the simplicity and speed of these payment system have to offer. This rapid …

Friday, August 16, 2013

Dynamics GP Reconciliation Tips and Tricks for Accounts Payables, Account Receivables, Banking, and General Ledger

Have you ever had a scenario where your accounts payable, accounts receivable, or banking subledger do not tie out to the period balance of your control accounts in the general ledger (GL)? The key to analyzing the issue and identifying the problem is understanding the methodology of what you are trying to prove with account …

Thursday, April 18, 2013

Sales and Marketing folks, have you heard? The Insider Summit is coming!

For those of you in sales, marketing or account management roles, this is the event to attend. The Insider Summit runs from May 21st-22nd and will offer breakout tracks on growing customer relationships, marketing and lead generation, sales and sales management and more. Attendees can also participate in numerous product “deep-dives” or browse the solutions …

Thursday, March 22, 2012

Guitar Center Gets it Right

Guitar Center has developed and deployed a very effective automated marketing campaign. The beauty of it can be seen in how Guitar Center responds to a single purchase from their web site. In his article, “What Guitar Center Can Teach You About Smart Email Marketing“, Derek Halpern relays his experience following his purchase of a …

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