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Microsoft Dynamics GP (Great Plains) Implementation, Customizations, Training & Support
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PLEASE JOIN US  The Microsoft Dynamics GP Connecticut Convergence September 23rd, 2008 8:30am - 3:30pm CT Society for Certified Public Accountants Rocky Hill, CT A fun- and fact-filled day of seminars, training, and discussion. Food and drinks will be served.
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| Its that time of year again: CAL is hosting the Microsoft Dynamics™ GP Connecticut Convergence! This yearly event is a great opportunity to get some training and information on the newest aspects of Dynamics GP. So the focus in this edition of the CAL Zone is on training to make your GP investment go further. With so many solutions for Dynamics GP out there, we at CAL can help you make the best decision that fits your needs and the needs of your business. Getting the right training at the right time is an important part of getting the most out of Dynamics GP. In short: Don't skimp on the training, it could cost more than not doing the training! |
Amber's Tips & Tricks

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Hello everyone: I hope your summer has been good so far. It's been busy here at CAL. In addition to several new customers, we have also been working to get our customers that are still running older versions of Microsoft Dynamics GP upgraded to Version 10. I have had the chance to train many users on how to get the most out of the new version. What I have found is that there are many features that are not "new" to Version 10 but are not being used or are even unknown to most users. This month's tip is not new to Version 10. In fact, the tip will work with older versions of GP. Let me know what you think of this tip. I have found it to be very popular in training. I was inspired to come up with this tip late one night - actually it was around 11:30 one night. You see, it seems like everyone loves Top 10 lists. This month's tip shows you how to get these lists to work in GP. Click here for "Step by Step" directions on setting up a "Top 10 Customer" list based on year-to-date sales. Read More... Let me know what you think of this tip! |
Focus On ROI: Training Too often Dynamics GP training is like a big version of the whisper game. The consultants train the trainers, usually functional leads, who then train the rest of the users. When employees leave or change positions, they train their replacements, maybe. With each training pass, a little more knowledge leaks from the system. Occasionally, there's some re-training, usually around a major upgrade. Alternatively, a new hire may have Dynamics GP experience he or she brings in to the organization. But really, that's about it. This issue isn't unique to Dynamics GP, it's prevalent across the ERP space. There have been a rash of public company restatements lately where the blame was laid squarely on inadequate training in the accounting and finance functions. Training is an important part of making the most of your investment in anything really, but more so for your investment in Dynamics GP. And that's what we're going to talk about in this installment of Focus On ROI.
Read On...
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Notable & Quotable
CAL Helps Out Another Client "Chuck as always it was a pleasure having you at our offices. You have saved our bacon on a couple of occasions and we are very appreciative of your efforts." -- Charles Craig, Controller, Chestnut Hill |
What to expect when you're expecting an upgrade to Dynamics GP 10.0 So you've decided to move up and take advantage of the newest features in Dynamics GP 10.0, and you want CAL to help in upgrading you. Great! We've been working on streamlining the upgrade process, getting you up to snuff on the latest and greatest version of your ERP software. The first step is to call or email Phil Franco at CAL. He's easily reached at 860-485-0910 x 3103 or at nancyb@calszone.com, and let him know that you'd like to be put on the list to be upgraded. We use an innovative SharePoint site to track all the requests, so we'll be sure to keep your request moving through the system. Next, you'll be notified of any system requirements that may need to be fulfilled before we move ahead. This includes a discovery call where we get all the details of your particular instance of Dynamics GP. Next, we'll go into your version history and get information on any customizations you might have and update them for version 10.0. We'll also get information about any 3rd party applications you might be running. And after we've gathered all the information, we'll give you a quote for the time it will take, based on all the particulars, to accomplish a smooth transition to version 10.0. Once approved, you can expect to be down for about a day, depending on the specifics of your system. Once complete, we recommend getting training on the latest features and aspects of version 10 that you haven't seen before. Security is one crucial aspect of Dynamics GP 10, at the very least, learning how to change security settings and role-based security for employees is strongly recommended. To learn more, contact Phil Franco at 860-485-0910 x 3103 or email him by clicking here. |
Spotlight: Technologies We're Excited About We at CAL Business are excited to have the capability to present some very compelling solutions to our customers. Idera is a company that has three very robust solutions for SQL Server Management which is ideal for Microsoft Dynamics GP. These products are very reasonably priced and highly functional. Having these products in place is like taking SQL 2005 and putting it on steroids! If you have any questions or would like to receive pricing, click on the links below you can view a demo of each product: SQL Safe High performance backup and recovery for Dynamics. Reduce disk space requirements by up to 95% and perform "hands-free' automated backup of all SQL Servers. Keep data safe with multiple levels of encryption. Ensure compliance with your organization's backup and recovery policies. This is like having your very own SQL DBA in house. To learn more, click here.
SQL Compliance Manager Auditing and continuous compliance tool for Dynamics. Capture, audit & alert on SQL Server activity. Provides a powerful, low overhead auditing and compliance solution specifically for Microsoft SQL Server. More easily meet internal audit or federal regulatory requirements such as HIPAA, GLBA or Sarbanes Oxley. Track all user activity and key events. Receive alerts. Want to know more? Click here. SQL Diagnostic Manager Real time performance and monitoring and diagnostics for Dynamics Monitor, diagnose and analyze performance Monitor the performance of all SQL Servers enterprise-wide from a central point of control. Quickly diagnose performance problems, identify poorly performing queries, long running jobs, and more. Receive proactive alerts about the health, performance or availability of all SQL Servers. Powerful out-of-the-box reporting. To learn more, click here. |
Need to Utilize EDI? Read on...
If you have customers that have asked you to utilize EDI, now may be a great time to consider deploying EDI and automated fulfillment/shipping for your company. The benefits you will achieve are well worth the effort, and these days EDI is simpler than ever. The key benefits you will achieve include reduction in errors, improved productivity, reduced chargebacks and improved customer satisfaction which can lead to improved vendor rankings and increased sales. If you're already deploying EDI but using a "rip & read" EDI strategy, you are not getting the benefits EDI was designed to provide you. Using vSync EDI fulfillment and shipping solutions, you can enable Microsoft Dynamics GP to manage and generate EDI documents directly within Microsoft Dynamics GP. Simply set up each EDI customer using cross references inside of GP and begin receiving validated orders directly within the system. No more hand-keying, and best of all, your employees will be able to manage orders on an exception basis - reducing time and increasing order accuracy. Simple setups enable you to have Microsoft Dynamics GP to generate sales order acknowledgements, Advance Ship Notices, EDI invoices, and many other EDI documents to streamline your supply chain processes and comply with your customer's EDI requests. View this on-demand demo to see how Microsoft Dynamics GP can manage your customer-specific EDI requirements. |
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