Dynamics GP | SmartList Support by Lupe Haro

We received a support request from one of our clients stating that a specific user was unable to open their SmartList. They stated that the user was able to use SmartList normally and now it would not open. Upon clicking on the icon or going to Microsoft Dynamics GP > SmartList nothing would occur. This client had local installations, so we asked them to try to log in as a different user and see if it worked. When they logged in as a different user, SmartList worked with no issues. The only difference we noticed was that the SmartList icon was in all caps which is uncommon. After rebooting the workstation the error persisted for the specific user.

 

Action:

Upon further research, we found that SmartList in GP2013 has a known issue. To resolve this issue we had to log in to SQL Server Management Studio and review the table SY01402 where the syDefaultType = ‘96’.

Select * from SY01402 where syDefaultType = '96'

 

While checking this table we found that all users had a combination of a TRUE statement and an array of numbers, but for the user having the issue she had a FALSE statement and an array of numbers. In order to correct this number we updated the syDefaultType field to another user’s number that we knew their SmartList was functioning correctly.

Update SY01402 set SYUSERDFSTR = 'TRUE~506~792~1~1~177~' where USERID = 'XXXX' and syDefaultType = '96'

 

With this correction the user was able to launch SmartList with no other issues.

 

Lupe Haro is a seasoned Dynamics GP consultant at Bond Consulting Services. Need support for your GP environment? Contact Lupe at support@BondConsultingServices.com

by Bond Consulting Services

Executive Leadership Talks TV White Space with Congressman Lowenthal

On March 29th the executive leadership at Bond Consulting Services met with Congressman Lowenthal to discuss broadband expansion, digital transformation, and the talent gap in the United States.

Broadband expansion refers to the attempt to expand American’s access to affordable high-speed internet, through TV white space, across the United States. TV white space is capable of delivering fast, affordable, and reliable broadband access to millions of Americans.  Digital transformation calls for universal connectivity and broadband expansion will be a tremendous leap forward for rural Americans.

The dawning age of digital transformation is pushing organizations and governments to rely on the availability of remote-access technologies and workers. Access to the internet via TV white space will expand the circle of inclusion to all Americans, exponentially increasing what they have access to and in turn, what they can contribute.

Bond Consulting Services is committed to furthering Microsoft’s vision of improving broadband connectivity to roughly 34 million Americans. To continue our commitment, BCS is dedicating time and resources to meet with the appropriate elected officials to advocate for policy action.

 

Pictured above (left to right): Bob Bond, Founder and President of Bond Consulting Services; Rep. Alan Lowenthal, US Congressman; David Gersten, VP of Sales and Marketing at Bond Consulting Services and Voices for Innovation Task Force Member

by Bond Consulting Services

BCS is Committed to Microsoft Dynamics GP AND Dynamics 365 - a message from the President

Messaging from Microsoft and other partners may not always be clear, but we know that Microsoft Dynamics GP AND Dynamics 365 are both great solutions for businesses, and they will both be available for many years to come.

BCS is very bullish on Dynamics GP, as we have been since our inception in 2000.  Dynamics GP is a very robust ERP solution for mid-market clients leveraging Microsoft SQL Server, which can be hosted in the cloud or on-premise.  It’s a fantastic solution for companies that need to create integrations with other operational systems, enabling more direct control of the integrations and data management.  The reporting and extensibility options for Dynamics GP have grown exponentially in the last several years with Power BI, Power Apps, Flow and Jet Reports.  Investments in Dynamics GP are rock solid, and BCS is committed to helping clients implement, extend and support Dynamics GP for the next 18+ years of our business!

A couple years ago, BCS participated in an early adopter partner program prior to the release of Dynamics 365 for Financials in November 2016, which is based on Dynamics NAV.  We were impressed with how easy it was to help new clients start using the Microsoft hosted solution, and we helped many new clients deploy this solution.  The Dynamics 365 Financials solution was initially limited in functionality, but Microsoft delivered on its promise to consistently add new features, and is now releasing the latest and greatest full functionality release (comparable to Dynamics NAV), and is rebranding the solution as Dynamics 365 Business Central.  We’re very excited to share our mid-market ERP expertise and provide these two great solutions for mid-market clients to consider and use to help grow their businesses.

While Business Central is an important part of Dynamics 365, there are many other capabilities within Dynamics 365 including, but not limited to, Customer Engagement (formerly Dynamics CRM), Sales, Service, Marketing, Field Service and Project Services.  All companies can leverage the benefits of Dynamics 365 Customer Engagement to automate and more effectively manage their sales and marketing efforts, as well as manage their field service teams and projects.  BCS has deployed and integrated Dynamics 365 Customer Engagement with Dynamics GP and Business Central for dozens of clients, and it’s a great way to extend your investment in Dynamics GP or Business Central.

Last but not least, Dynamics 365 Finance and Operations (formerly AX) is a very powerful ERP solution for large multi-national organizations to manage all aspects of accounting, distribution and operations.  BCS has helped clients deploy and support this solution for over 5 years, and we have a skilled team of professionals to help integrate this solution with Customer Engagement also.

In our 18 years of business, BCS continues to only represent Microsoft business solutions because of the breadth of the product offerings, the depth of the underlying technology, and the commitment from Microsoft to their products and partners.

BCS remains fully committed to Dynamics GP AND Dynamics 365!

 

Bob Bond

President and Founder of Bond Consulting Services

by Bond Consulting Services

GPUG Amplify 2018 Rewind by David Gersten

The 3rd Annual GPUG Amplify conference took place last week and it was the 3rd year we have participated and for so many reasons this may have been the best year, yet!  Of course, the previous two years, being only miles from our office, had positive points, but this last week’s event was amazing!

Perhaps because I knew registration was lower this year than in the past and the fact that only one of our customers were making the trek out to Chicago, I was a little cynical (or wary) about how the event was going to be but in retrospect, I think that is what made the event so invaluable.

As many people know, I am all about COMMUNITY and PARTNERING.  Confirmed in front of a room of almost 50 partners, during my Partner Exchange presentation “Why Engaging with Microsoft & Other Microsoft Partners Now Makes More Sense Than Ever” the Dynamics community as a whole, and the GP community in itself, is a strong, close community and one that people should leverage and thrive in.  This message was also delivered in the 2nd session I was kindly invited to participate in by Abra Gilman, “Partner/ISV Relationships Making Smooth Music Together”.

The feedback online and in person from the sessions were positive.  People stopped me in the halls and break out areas all week to talk about how partnering can work and how amazing this community is.  This type of feedback in itself made the event worth the investment.

 

The entire event was about learning, networking, and growing the business myself and as a professional.  This is what was happening from the moment I was on the stage during the Keynote of the Partner Exchange sharing about the Channel Marketing Alliance, to the dinners with partners and customers, through the 16 sessions I attended, the many ISV booths I spent time at, and the hallway conversations that took place.

The fact that there were fewer than 400 people (not confirmed yet) including the top partners (VARs), the best ISVs and committed customers, made this event very special.  I was able to spend time with each group (Partners, ISVs, Customers, DCI Staff) more strategically at Amplify, than ever before at other conferences.  Fewer distractions and a smaller crowd allowed us to all be more focused, transparent, and authentic.  I know that from my client’s feedback of their new proposed projects, the partnerships we established, the new ISV products we will begin to offer, and the overall visibility BCS gained at the conference…this event’s investment will definitely pay off!

Bond Consulting Services, a committed Dynamics partner, is happy to support GPUG Amplify as it continues to find its identity!  We look forward to attending the next one!

 

by Bond Consulting Services

GPUG Amplify Session Recap | Why Engaging with Microsoft & Other Microsoft Partners Now Makes More Sense Than Ever

Monday, March 19, 2018 – Bond Consulting Services’ Vice President of Sales and Marketing, David Gersten, is at GPUG Amplify, presenting two sessions at the Partner Exchange. GPUG Amplify is a conference for Microsoft Dynamics GP leaders and users to network and exchange knowledge on how to maximize Dynamics GP performance to achieve business success. The Partner Exchange is a Microsoft Partner-only event preceding the User Group conference, that provides executive product insight, best practices, and functional topics around Dynamics GP.

In his first session, titled “Why Engaging with Microsoft & Other Microsoft Partners Now Makes More Sense Than Ever,” Gersten explains the many reasons why partnering with Microsoft is business-critical. He maintains that businesses existing as isolated “islands,” are missing out on the synergy created by partnering with both Microsoft and other MS partners.

“It was such a pleasure sharing with other Dynamics Partners about the tools and strategies that make BCS successful.  I recognized during the discussion that many partners have the will to engage Microsoft and other Partners to help grow and build their practices, but just don’t always know the way.  I am always glad to help.” - David Gersten

Microsoft helps you build your practice around Dynamics GP by offering add-on solutions that set Dynamics GP apart from other siloed ERP systems. Dynamics GP integrates with Power BI, Power Apps, Azure, Office365, Flow/Bookings, and Dynamics 365…just to name a few. In addition to the solutions businesses can integrate with Dynamics GP, Microsoft also offers partners numerous programs to guarantee success. Partner Incentives, Azure Everywhere, Cloud Sure Step, Cloud Mentor, Dynamics Learning Portal, and One Commercial Partner represent just a few of these programs.

Gersten encourages businesses to engage with the following organizations to jump-start your partnering success:

 

Have questions? Connect with David or send him an email!

by Bond Consulting Services

The Wait for Dynamics 365 Business Central is OVER!

For the past year, Microsoft has been teasing a new product, code-named, “Tenerife.” The wait is finally over and the new product has been officially announced; introducing: Microsoft Dynamics 365 Business Central, generally available beginning April 2nd. Business Central offers organizations a single, end-to-end solution for managing finances, operations, sales, and customer service. The spring release of Microsoft Dynamics 365 Business Central is a great opportunity for businesses to easily and affordably upgrade their entry-level accounting software and legacy ERP systems.

Like all of Microsoft’s business solutions, Business Central integrates with the rest of Microsoft’s cloud service offerings, including Office 365, PowerApps, Microsoft Flow, and Power BI.

Business Central brings the full power of Dynamics NAV to the cloud and a shared code-base ensures complete consistency between both on premises and cloud versions, making transitioning to the cloud seamless. As a single, end-to-end application, Business Central offers:

  • Business without silos | Unify your business and boost efficiency with automated tasks and workflows, integrated within the Office tools you already love like Outlook, Word, and Excel
  • Actionable Insights | Achieve greater outcomes and gain a complete view of your business with connected data, business analytics, and guidance delivered by Microsoft’s leading intelligent technologies
  • Solutions built to evolve | Start quickly, grow at your own pace, and adapt in real time with a flexible platform that makes it easy to extend Business Central based on your changing business needs

 

For more information on the Spring release and general availability, please contact sales@bondconsultingservices.com or visit Microsoft Dynamics 365 Business Central

by Bond Consulting Services

Create Static Marketing Lists in Dynamics 365

A Static marketing list is a stand-alone marketing list that has to be managed manually.

  1. On the Navigation Bar, select the arrow to the right of the displayed module
  2. Select Marketing and click on Marketing Lists
  3. Click on the New button at the top left
  4. Enter a Name for your Marketing List
  5. Choose the Targeted At. Select either Contact or Account based on the List you are trying to create. Please note that this cannot be changed once the record is saved. Meaning, if you choose to target accounts, you will only be able to add members of the same type
  6. Select Static in Type. Note this cannot be changed once the record is saved
  7. Save

  1. Click Manage Members at the top of the window

  1. Choose an option to add members to the list
    1. Selecting Lookup lets you add members one by one
    2. Choosing Advanced Find lets you add members based on specific criteria

Adding Members to an existing Static Marketing List

  1. On the Navigation Bar, select Sales and go to a list of Contacts, Leads, or Accounts. Note that you can only add the record type associated with the marketing list
  2. Check the box next to the record(s) you would like added
  3. Click Add to Marketing List

  1. Choose the Marketing List you would like to add to

by Bond Consulting Services

Manufacturing Transformed

“The future of manufacturing will be defined by the quality of investments companies are making today.” – Microsoft

Successful manufacturers today care about integrated digital and physical visibility, increased efficiency, additional flexibility, and lower costs. They want to connect equipment and factories, leveraging data from the factory floor to the customer call center to improve every aspect of their operations.

Digitization, or digital transformation, is fundamentally changing the way manufacturers do business, enabling a customer-centric approach while optimizing operations. Digitally empowered manufacturers engage customers throughout the product lifecycle from design to field service. They sell value-add services to complement product sales, opening new revenue streams and strengthening customer relationships.

The Bond Consulting Services' vision for supporting digital manufacturing, embraces the seismic shifts in the industry today. We offer solutions that provide a unified and flexible approach across the office and production floor processes. The approach enables transformation in six distinct ways:

  1. Optimize supply chain operations through better visibility and collaboration - By collecting, integrating, and visualizing global supply chain data worldwide, manufacturers gain better visibility into their operations from production to sales.
  2. Streamline the management of assets, products, and production - With a consolidated view that unifies process oversight and provides real-time insight, manufacturers can institutionalize efficiency gains and use connected devices to monitor and resolve issues remotely.
  3. Engage customers in powerful new ways – this approach is built on a combination of predictive analytics, the ability to deliver value-added services at scale, and guided or self-directed service that’s relevant to customer needs.
  4. Transform service centers into profit centers - Thanks to the ever-decreasing cost of IoT sensors, sophisticated mobile devices, and cloud-based data aggregation, manufacturers can improve service quality and margins by offering remote monitoring and proactive maintenance services that supplement break/fix support. By more intelligently coordinating technicians equipped with mobile and virtual reality tools, companies can leverage existing expertise and minimize costly engagements.
  5. Accelerate innovation for a competitive edge – The best way for manufacturers to pursue innovation is to understand their business more deeply, from customer usage through supply chain sourcing and production. With IoT-enabled parts, assets, and products, manufacturers can gain the insights needed to innovate. Data from connected products and equipment can empower developers, engineers, and technicians to collaborate.
  6. Empower employees to work more effectively - When a company can provide 360-degree views of customer assets and work order history, technicians are empowered by a better understanding of not only the job in front of them, but of other similar and successful field service engagements. This goes hand in hand with empowering service agents to provide instant feedback, using machine learning to find and follow similar cases for successful troubleshooting, and scheduling a visit or evaluation.

 

Contact us today to learn more about transforming your productivity without transforming your warehouse!

by Bond Consulting Services

Important Dynamics GP Updates

GP Tax Update Alert

Just in case you missed it, the new Payroll tax updates are out for Dynamics GP for the new tax bill. Review this document to better understand the changes and what they mean for your business. It is also live on the automatic tax engine ready for you to install. The deadline to start using the new tax rates is February 15, 2018. Please contact us if you have any questions or need any assistance.

Here are additional resources for you records and review:

https://www.irs.gov/newsroom/2018-withholding-tables-now-available

https://mbs.microsoft.com/customersource/northamerica/GP/downloads/tax-regulatory-updates/TUGP2018

https://community.dynamics.com/gp/b/dynamicsgp/archive/2018/01/19/microsoft-dynamics-gp-january-2018-hotfix-has-released

2018 Tax Round 2
Kentucky
Mississippi
Missouri
Rhode Island
Federal - 1036 Release

 

Support for GP 2013 is ending in April

Mainstream Support for Microsoft Dynamics GP 2013 will end on 4/10/2018 which means, if you are on GP 2013 at that point in time, you will no longer receive tax and year end updates for that version from Microsoft.  Microsoft’s Lifecycle Policy of all of the Dynamics GP versions can be located here. BCS will continue to support this version as we do with ALL Dynamics GP versions, although for many reasons we recommend you to consider an upgrade sooner than later.  Please contact us to discuss the efforts required and the benefits of upgrading your GP solution.

by Bond Consulting Services

Dynamics 365 for Marketing public preview is now available

Basic email marketing got you down? Growing a businesses takes more than basic email marketing tools to turn your prospects into meaningful business relationships.

Microsoft released Dynamics 365 for Marketing in public preview for organizations seeking a marketing automation solution to generate more demand and drive more sales.

Microsoft Dynamics 365 for Marketing is designed as the front end of the sales cycle to help companies nurture more sales-ready leads, align sales and marketing and make smarter decisions. Most importantly, Dynamics 365 for Marketing works together with Dynamics 365 for Sales on the same platform, aligning teams with common data, connected processes and Office 365 collaboration tools.

With Microsoft Dynamics 365 for Marketing, marketers can seamlessly:

  • Generate more leads from multi-channel campaigns across email, landing pages, webinars, phone calls, in person events, LinkedIn and more. New customizable templates for emails and landing pages help you create campaign content quickly. And with a dedicated email marketing service, you can get the word out reliably.
  • Nurture more sales-ready leads by personalizing the buyer’s journey that guides your leads to next best experience based on their engagement.
  • Target the right audience using embedded intelligence capabilities like dynamic segmentation. With multiple lead scoring models you can prioritize the leads that are ready to buy. Automated insights can help you track how your leads are engaging during your campaigns.
  • Organize events with ease using the event portal to manage in-person events and integration with webinar providers.
  • Track and improve marketing performance using built-in dashboards. Run surveys from the application that help you better understand your customers.

As we’ve said before, we’re committed to delivering continued innovation in Dynamics 365 for customers and partners of all sizes, and for any varying degree of business complexity.

For organizations seeking a marketing automation solution with features that extend beyond basic email marketing, we encourage you to try the free public preview for Dynamics 365 for Marketing.

 

Source

by Bond Consulting Services