Dynamic Ship Add-on for Business Central

Shipping apps for Dynamics 365 Business Central are becoming more and more popular, and users are looking for an app that offers rate shopping across multiple carriers. But you may be asking what exactly is “rate shopping” with regard to shipping and Business Central, and why should you care about it?

Why You Should Care About Rate Shopping

Imagine a scenario in which you have access to technology that verifies the absolute lowest price you would need to pay for a service. This is the basis of “rate shopping” with regard to carriers.

Rate shopping multiple carriers at a shipment level represents a powerful tool to ensure least-cost alternatives and benefit from the value regional carriers could offer. You will be in a position to gain optimum value with every shipment – while enjoying the ability to leverage multiple carriers and simplifying and streamlining your transportation efforts – by automating this process with shipping software, such as Insight Works’ Dynamic Ship.

Insight Works Fun Fact: Through the magic of rate shopping, average savings should exceed five-percent of total annual carrier spend; as an example, if your total carrier spend is $300,000 per year and you save just five-percent, that equates to a savings of $15,000 per year.

The bottom line is: The power to automate rate shopping between your chosen carriers and service levels is a tool that every entity operating in the shipping sector should keep in their figurative back pocket, so if you want to achieve a competitive advantage in this world, choosing a vendor that provides sophisticated rate shopping software is a wise move.

That’s Where Insight Works Comes In

Insight Works is a leader in Operational Productivity Improvement with the mission to help Manufacturing, Warehousing, and Distribution Companies get the most out of Dynamics 365 Business Central.

Bond Consulting Services (BCS) has worked closely with Insight Works over the last several years to help make Business Central a success. Insight Works developed an app called Dynamic Ship that offers multi-carrier rate shopping along with several additional features.

The Dynamic Ship add-on for Business Central integrates a shipping component with Business Central that is most helpful – for a number of reasons. Dynamic Ship, for one, supports real-time multi-carrier rate shopping for over 100 carriers, and the rates provided by the add-on represent your contracted rates with your carriers. In other words, if you have negotiated rates with, say, DHL, you will see those rates in Business Central when using Dynamic Ship.

What’s the significance of real-time rate shopping? Real-time rates ensure proper carrier service selection and accurate customer billing, with Dynamic Ship stepping in to offer integration with all major domestic and international carriers, as aforementioned, including UPS, DHL, FedEx, USPS, Canada Post, Purolator and over 100 more. Further, Dynamic Ship provides carrier service information and rates based on package weight, dimensions and destination through direct connectivity to the carrier via the internet, so you’re kept up-to-date regarding the most current information prior to shipments.

BCS strongly recommends the Dynamic Ship solution from Insight Works as it provides an optimal balance between efficiency and cost-management through its tightly integrated add-on for Business Central.

To learn more about the powerful capabilities of Dynamic Ship (click here) or on Microsoft AppSource (click here).


Orange sunset over hill with paved a yellow brick road

Follow the Yellow Brick Road from Dynamics GP to Microsoft Dynamics 365 Business Central

Orange sunset over hill with paved a yellow brick road

DISCLAIMER: For the record, Bond Consulting Services remains dedicated to serving each and every one of our Microsoft Dynamics GP clients who choose to stay on GP. We’re more than happy to implement Dynamics GP for new clients as well. We should also note that Microsoft is committed to releasing annual enhancements to GP at least through 2024. In a word (or a few words), GP is alive, well, and up to date.

What You Should Know: The Lay of the Land

Notwithstanding the disclaimer above, we cannot ignore the facts.

Since its launch in April 2018, Business Central has seen increasing adoption by organizations looking to transform their businesses digitally. We must admit that Microsoft Dynamics GP is no longer Microsoft’s flagship ERP solution. That honor now belongs to Microsoft Dynamics 365 and Dynamics 365 Business Central. So, while GP is updated annually, Microsoft is no longer actively promoting GP. Those advertising and promotional dollars are now earmarked almost exclusively for Dynamics 365 and Dynamics 365 Business Central.

Migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central

 As part of Microsoft’s campaign to entice other Dynamics users – not just GP, but NAV and SL, too – improvements have been made in migration tools. This is yet another indication that reflects the prioritization of bringing on-premises Dynamics GP, Dynamics SL, and Dynamics NAV customers to Business Central online.

  • Customer migration tools (aka the yellow brick road): To simplify the journey for existing Dynamics customers to Business Central online, Microsoft has added support for migration from a broader set of Dynamics GP and Dynamics NAV versions, making improvements for specifying which customers and vendors to migrate from Dynamics GP, and enhancing the migration of Dynamics GP Chart of Account setups.

Together, these enhancements are designed to drive further customer adoption by empowering the migration of Dynamics GP, Dynamics NAV, and Dynamics SL customers, activating the partners who are bringing their vertical solutions to Business Central online and further accelerating the growth of net new customers to Dynamics 365.

The following migration tools are enhanced and available. Click for details:

Enhanced Dynamics GP Chart of Accounts migration

Migrate all or only active customer master records from Dynamics GP

Migrate all or only active vendor master records from Dynamics GP

Enhanced Dynamics GP inventory data migration

In addition, there is a push to migrate users currently running Business Central on-premises to Business Central online, with this tool:
Migrate data from Business Central 14.x on-premises to Business Central 15.x online

Are you ready to follow the yellow brick road to Business Central?

Here’s how to contact Bond. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.

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Microsoft Dynamics GP | Adding a User in Microsoft Dynamics GP 2018

Microsoft Dynamics GP | Adding a User in Microsoft Dynamics GP 2018

Microsoft Dynamics GP | Adding a User in Microsoft Dynamics GP 2018

Article by: George Rios – Senior Microsoft Dynamics GP Consultant

Setting up a new user requires you to use the ‘SA’ login, so please verify that you have these credentials beforehand. Use the following steps to create and setup a new user in Dynamics GP 2018.  There are two options for performing these tasks:

Option 1 – Copy settings from an existing user

Within Dynamics GP, navigate to the following window:

Microsoft Dynamics GP >> Tools >> Setup >> System >> User

Enter the User ID to be used (in some cases, the person’s first name is used; in other cases, a person’s first initial and last name may be used).  Also, enter the User’s Dynamics GP password, which you will assign.

(leave the Status as ‘Active’ and the User Type as ‘Full’)

Mark the ‘Enforce Password Policy’ checkbox if you intend on having the Dynamics GP/ SQL Server system enforce a password length/strength and password expiration based on the network policies.

Click on ‘Copy Settings’

You will be asked if you want to save the changes for this user ID, and you will want to click ‘Yes.’

Within the Copy User Settings window, look up and select the User that you will be using as a model by clicking on the magnifying glass icon and selecting a user within the ‘Copy From’ section.

Click the OK button at the top of the screen to initiate the copy process.

Once the setup is complete, the window Copy User Settings window will close. You should be able to have the User login from this point forward.

Option 2 – Setup the User manually

This next option has 3 steps; they are as follows:

  1. Add the username/password
  2. Give the user access to one or more companies
  3. Set the User’s security role in each company they access.

STEP ONE:

Within Dynamics GP, navigate to the following window:

Microsoft Dynamics GP >> Tools >> Setup >> System >> User

Enter the User ID to be used (in some cases, the person’s first name is used; in other cases, a person’s first initial and last name may be used).  Also, enter the User’s Dynamics GP password, which you will assign.

Leave the Status as ‘Active’ and the User Type as ‘Full.’

Save the user record.

STEP TWO:

Navigate to Microsoft Dynamics GP >> Tools >> Setup >> System >> User Access

Highlight the User on the left and click the box for each company to give the user login rights for that company.

STEP THREE:

Navigate to Microsoft Dynamics GP >> Tools >> Setup >> System >> User Security

Select the User and Company at the top of the screen

Click the box for each security role the User will perform.  For details on the role’s tasks, use the Security Roles window on the SetupàSystem menu to see the tasks for the role.  Use the Security Tasks window to see the specific details a task can perform.

**NOTE:  Roles with an asterisk (*) at the end are provided “out-of-the-box.”  We suggest that if the roles are to be modified, a copy is created, and the copy is modified for use.  The Copy function is in the Security Role Setup screen mentioned above.  If Tasks need to be added, they can be created in the Security Tasks screen mentioned above and then added to the copied role.**

Assign the User to an Alternate/Modified Forms and Reports profile.  These profiles determine which modified windows and reports the User will be able to access.  They must have rights to the original reports before they can be assigned to a modified version.  Reporting access is defined within the security role.

Save your changes. You should be able to have the User login from this point forward.


BCS is Back in the Office

On March 19, 2020, Governor Newsom of California issued a “stay at home” Executive Order due to the current global crisis. In order to protect the safety and health of BCS employees and to slow the deadly virus, Bond Consulting Services (BCS) closed its physical office located in Long Beach, CA that same day. However, BCS continued to serve our clients remotely without missing a beat.

Starting on May 8th, Governor Newsom allowed the reopening of lower-risk workplaces. BCS is considered a low-risk workplace because our office can be modified to make the environment safer for employees. After careful consideration, President Bob Bond decided to reopen the BCS office on Monday, June 1st, 2020.

Safety is our first priority so BCS is following all Los Angeles County, Long Beach County, and CDC social distancing recommendations and procedures in order to protect the health of our employees. Some examples of these workplace changes include:

  • Maintaining socially distanced workspaces
  • Checking temperatures of all employees daily upon arrival at the office
  • Cleaning common areas multiple times each day
  • Providing masks and hand sanitizer to all employees
  • Conducting all large meetings remotely
  • Interacting with clients remotely

The global pandemic has changed business (and life in general) as we know it. However, BCS is dedicated to moving businesses forward, and we will continue to innovate new strategies to provide the same excellent experiences to our clients.

If you want to learn more about how your business can benefit from Microsoft cloud technologies – Dynamics 365, Office 365, Power BI, Power Automate and/or Azure, please contact sales@BondConsultingServices.com, and we’ll be happy to help you now and for the next 20+ years.


High Resolution Displays

Microsoft Dynamics GP | Troubleshooting Dynamics GP Window Scaling Issues on High Resolution Displays

High Resolution Displays

Article by: George Rios – Senior Microsoft Dynamics GP Consultant

If you are having issues with your Dynamics GP windows appearing too small or too large on one or more monitors, one quick fix to try would be the following:

Closeout of Dynamics GP.

Click on the Dynamics GP icon (from the desktop or taskbar) and select Properties.

Within the GP Properties window, click on the Compatibility tab.

Within the Compatibility tab, click on the ‘Change high DPI settings’ button and then mark the checkbox to ‘Override high DPI scaling behavior’ within the additional GP Properties window that appears. In addition, select the ‘System’ option from the drop-down menu before clicking the ‘OK’ button on that same window.

Within the main GP Properties window, click the ‘Apply’ button.

Click the ‘OK’ button to close the main GP Properties window.

And finally, launch Microsoft Dynamics GP and log in to verify that the transaction/ inquiry windows are displaying as expected.


Round podium or stage in rays of spotlights, realistic vector illustration. Pedestal for winner or award ceremony, empty platform for presentation, performance or show at night club, soon coming

Spotlight: The Newest Features in Microsoft Dynamics 365 for Finance and Operations

Round podium or stage in rays of spotlights, realistic vector illustration. Pedestal for winner or award ceremony, empty platform for presentation, performance or show at night club, soon coming

Microsoft is not immune to the coronavirus any more than you and me. But that didn't stop or even delay the scheduled Spring 2020 release of new features in Microsoft Dynamics 365 for Finance and Operations. Let's take a look at just a dozen key updates.

Microsoft Dynamics 365 Finance Updates

  • You can now generate the Treasurer's report on a daily basis to review the activity in selected accounts for the Treasurer's fund and compare that to the equity activity in other funds.
  • If your agency has sent a request for quotation (RFQ), vendors might have questions. The vendors can now ask questions and receive answers through the Vendor collaboration feature.
  • Credit management will proactively suggest credit control activities, thereby improving cash flow, reducing bad debts, and providing insight and controls that help you manage credit risks.

Microsoft Dynamics 365 Supply Chain Management Updates

  • Due to enhancements for the use of existing catch weight tags with warehouse management, you can now use a mobile device to report a production order as finished.
  • Over receipt of load quantities now lets you choose whether to allow or prevent over receipt of inbound load quantities.
  • When printing a license plate label, you can now control the date format and print special characters belonging to many different languages.

Microsoft Dynamics 365 Commerce Updates

  • Azure Active Directory (Azure AD) support for POS sign-in is now available.
  • Change Mode of Delivery can now be added to a point of sale (POS) screen layout.
  • Cashiers can email a receipt for a previous transaction to a customer from the Journal.

Microsoft Dynamics 365 Human Resources Updates

  • New Performance Management entities are now available in the Data Management Framework (DMF).
  • Comments on leave requests now allow more than 100 characters.
  • User-defined links are now enabled on the streamlined Worker

The Tip of the Iceberg

The above are just the tip of the iceberg. We chose only 3 in each category, but there is much more. Additionally, there are many new platform updates and lifecycle services releases. And, there are also scores of new features that have been released for Microsoft Dynamics 365 Business Central.  To find out more…

Contact Bond

Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.

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checkbook

Microsoft Dynamics GP | This checkbook is being reconciled by another user

checkbook

Article by: George Rios – Senior Microsoft Dynamics GP Consultant

We recently had a customer inquire about how they could determine which user was currently locking their bank reconciliation window. After taking a step back and contemplating our approach, we realized that the lock record is found within the tempdb database.

A simple query would be needed to get this information:

SELECT A.USERID, L.* FROM tempdb.dbo.DEX_LOCK L, DYNAMICS.dbo.ACTIVITY A

WHERE L.session_id = A.SQLSESID

AND table_path_name like '%CM20500'

And knowing which tables are affected helps expedite the search.

In theory, this same query (referencing a different table) can be used when you encounter similar situations in Microsoft Dynamics GP.

Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451. For any other Microsoft Dynamics 365 inquires – support@BondConsultingServices.com


We're hiring typographic design - colorful template with creative graphic text

We Are Hiring Microsoft Developers and Consultants (remotely, of course)!

We're hiring typographic design - colorful template with creative graphic text

At Bond Consulting Services (BCS), we love having face-to-face meetings with our clients and prospective clients. We love getting our team together in the conference room at East Spring Street in Long Beach, California, to brainstorm ideas that will maximize your investment in your ERP system. But we are also invested in your health and ours. So at least for now, everything we do is remote.

That includes hiring! We can review your resumes and conduct interviews remotely. We would not be a technology company worth a dime if we could not do that.

We Currently Have 3 Open Positions

The ranks of the unemployed have swelled to 30 million in the wake of COVID-19. The future looks so grim for so many. We wish we could do more. But we do have 3 open positions, and if you have the skill set we are looking for, we would love to hear from you.

Back-End/.NET Developer
Experienced Microsoft Dynamics NAV/BC Consultant
Experienced Dynamics CRM – Senior Consultant

Why Work at Bond Consulting Services?

At Bond Consulting Services, we are a team of experts that assist businesses in managing their Microsoft Dynamics GP and Microsoft Dynamics 365 solutions. We specialize in maximizing the efficiency of our customer’s solutions and business processes. We offer implementation consulting, customization, integrations, and support services to our clients to enable their success.

Our goal is to seek the best talent to continue helping our clients and growing our business. BCS is looking for self-motivated, energetic candidates who are eager to enter a dynamic (pun intended!) workforce and are willing to challenge themselves to continue their personal growth.

BCS opened its doors in 2000 and continues to build on its relationship with Microsoft as a Gold Enterprise Resource Planning (ERP) and Silver Cloud Customer Relationship Management (CRM) partner. In June 2019, BCS was a Dynamics 365 Business Central Partner of the Year Finalist…the only partner in North America to be awarded this honor.

BCS offers competitive compensation with utilization incentives, health and dental benefits, 401K plan, and other benefits.

Take the next step

Visit us at www.BondConsultingServices.com or call 562-988-3451.

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Office 365 Is Now Microsoft 365: New Name, More Benefits, Same Price

Writing note showing Hello My Name Is. Business photo showcasing Introduce yourself meeting someone new Presentation Papers beautiful colours messages feelings card birthday valentine. | Microsoft 365

When you go to the Bond Consulting Services (BCS) website, the first headline you will see is:

WE DO DYNAMICS

And we do! In fact, we do all the following:

Microsoft Dynamics GP
Microsoft Dynamics 365, and
Microsoft Dynamics 365 Business Central

But, as a matter of fact, we do a lot more than that, too. And one of the many other applications we specialize in is Microsoft Office 365, which in common parlance is known as O365.

Breaking News!

Office 365 is now Microsoft 365 (aka M365), which, under its new name, offers our clients more benefits than had with Office 365, at the same price. This news is so recent that we have not even had a chance to make that change on our website. But we wanted to bring this news and some of the details surrounding the change to you, our clients, our prospective clients, and all our blog readers.

Here is the skinny.

Microsoft 365 includes everything you enjoy in Office 365, like premium Office apps, and 1 TB of cloud storage (that means 1 trillion bytes!), plus new subscription benefits. Here are half a dozen:

  • Smart assistance features deliver helpful design and writing suggestions to polish your work in Word, Excel, and PowerPoint.
  • Premium templates that bring your ideas to life with access to our growing collection of templates, stock photos, fonts, and icons.
  • OneDrive Personal Vault which adds another layer of verification for important files and photos, like passport scans.
  • OneDrive PC folder backup, which automatically backs up your folders on your Windows PC, keeping your files safe and easy to transfer to another PC.
  • Money in Excel (coming soon) which allows you to import your financial transactions into Excel so you can view, organize, and get personalized insights on your finances in one place.
  • Microsoft Editor, which you can download from Chrome or Edge. It allows you to write more clearly and accurately across the web, including on most social media sites, with your intelligent writing assistant.

Ready to learn more?

Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.

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Microsoft Office 365 Is More than Just Microsoft Office!

 


Outstanding Partners Performance - Comic book word on abstract background.

21 Outstanding Partners Extend the Functionality of Microsoft Dynamics ERP

Outstanding Partners Performance - Comic book word on abstract background.

Bond Consulting Services (BCS) has been a Microsoft Dynamics ERP partner for 20 years, and in that time, we have developed close relationships with 21 strategic partners who provide outstanding software and services that add to and extend the existing functionality and experience of Microsoft Dynamics GP and Microsoft Dynamics 365. We leverage their products and services to fulfill the unique requirements of our clients in numerous industries.

Meet Our Awesome Partners

Here are brief descriptions of all 21 partners. You can learn more about each partner by merely clicking on the partner’s name as they appear below.

21st Century Programming

21st Century Programming offers software packages with flexible features for various recycling environments. With the ROM program, its solutions cover from multi-yard operations to a single house.

Acom Solutions

ACOM is a solutions software provider for document and payment processes in such areas as AP Automation and EDI / XML Data Interchange.

Altec

Document management and workflow solutions by Altec allows companies to go paperless, work more effectively, eliminate the costs associated with paper, minimize data entry, and streamline processes.

Avalara

Sales tax is hard. AvaTax makes it easy. AvaTax offers the most complete end-to-end sales tax compliance solutions available for Microsoft Dynamics, so you can file and remit sales tax effortlessly.

Awingu

Awingu brings legacy applications to the browser of any device, boosting productivity throughout your mobile workforce, and aggregating all company files and applications to one secure online workspace.

Certify

Certify offers a full-service expense report management system, an integrated online travel booking solution coupled with travel and expense mobile applications designed for the busy business traveler.

ClickDimensions

ClickDimensions provides email marketing, web tracking, lead scoring, social discovery, form capture, surveys, and more, allowing organizations to discover and quantify who is interested in their products.

Data Masons

Data Masons provide advanced, turnkey EDI solutions for Microsoft Dynamics, supporting every feature and business process within the ERP, without requiring ERP customizations.

Ethotech

Ethotech offers Commission Plan, an automated commission, bonus, rebate, and royalty management system that integrates seamlessly into Microsoft Dynamics.

Greenshades
For businesses that need to unify payroll and human resources processes, Greenshades delivers an independent platform for proactive compliance, taxes, and employee engagement.

Horizons International

Finding the combination of discrete and process manufacturing functionality required by many businesses in a single software product has been challenging. Horizons International is the answer.

Insightsoftware (formerly Jet Reports)

Be ready to answer any financial question thrown at you with finance-owned solutions that enable fast, accurate reporting, forecasting, planning, and close – directly from your core financial systems.

Körber (formerly HighJump)
Koerber solutions help get ahead of today’s supply chain challenges, handling the complexities that come from more products, suppliers, distribution channels, and rising consumer expectations.

Liaison Software

Liaison Software specializes in multiple products designed for the improved output, storage, and archiving of important financial information.

Mekorma

Mekorma streamlines and secures your payment process with check printing enhancement that incorporates directly into Microsoft Dynamics ERP windows and process flow.

Professional Advantage

Professional Advantage offers a variety of solutions that are built for Microsoft Dynamics, from staffing, retail, to membership management.

Rockton Software (formerly Olympic Systems)

Rockton Software supports innovation by offering Microsoft Dynamics add-ons for all industries, whether you’re in need of auditing, pricing, searching, reporting, or general user enhancements.

SalesPad

SalesPad specializes in developing software providing a more advanced sales and customer service interface to Microsoft Dynamics.

SPS Commerce

SPS Commerce specializes in Electronic Data Interchange (EDI). When Microsoft Dynamics is integrated with EDI, you can automate your supply chain to gain efficiencies, cut costs, and scale your business.

Vicinity Manufacturing

Vicinity Manufacturing provides a manufacturing system written specifically to serve formula-based manufacturing, also known as recipe manufacturing, or process manufacturing.

Visibility Software

Visibility Software is a leading manufacturer of on-premise and cloud-based Applicant Tracking (ATS) and Learning Management (LMS) talent acquisition and talent management software solutions.

Partnering for the Greater Good

It’s what we believe in. These partnerships allow our clients to get the very most out of their investments in Microsoft Dynamics ERP systems. Visit us at www.BondConsultingServices.com or call 562-988-3451.

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