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Amber’s Tips & Tricks

CAL Connect2014 Sessions

ISV Spotlight: Panatrack Inc.

CAL Winter Offer

Email Etiquette Tips

Upcoming Partner Webcasts & Current Promotions

CAL Blog Posts

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Amber’s Tips & Tricks

SmartList Designer, the newest reporting tool released with Microsoft Dynamics GP 2013 Service Pack 2

SmartList Designer allows you to create queries based on table definitions found in Microsoft Dynamics GP. You can create new SmartLists or copy an existing SmartList.

Check out this video to learn what SmartList Designer can do, the components of SmartList Designer and how to create your own SmartLists.

Which sessions do you want to see at CAL Connect2014?

As we start to plan our large GP user event, we want to know what session topics you are most interested in. To give you some ideas, check out the titles of The 86 Microsoft Dynamics GP sessions at Convergence 2014.

tPlease send your “session wish list” to and save the date for CAL Connect2014 – May 15, 2014 in Bristol, CT.

ISV Spotlight:  Panatrack, Inc.

Panatrack provides mobile barcode data capture solutions for inventory, sales and asset tracking. Our PanatrackerGP solutions integrate directly with Dynamics GP. Designed with a flexible infrastructure, you will have an investment that easily scales as your organization changes and grows. Our core inventory solution will add efficiency to receiving, adjustments, transfers, bin moves, and stock counts. Build from there to add order fulfillment, assembly, project accounting, sales, and manufacturing functionality. Our Fixed Assets solution provides the ability to use barcode asset tags to easily add new assets and manage who has it and where is it located.  Learn more at .

CAL’s Winter 2013 Offer- Reporting

Bundle up this winter with these great reporting offers from CAL!

FRx to Management Reporter Conversion & MR Training: Management Reporter is a real time financial reporting application that allows users to easily create, generate, secure and publish financial statements (replaced FRx)

SSRS Deployment & Training: SSRS allows you to create reports from Dynamics GP that are accessible online from a secure web browser

Infinia Integrator (GL, AR, AP or Payroll)- Install & Training: The fastest and easiest way to go from Microsoft Excel to Microsoft Dynamics GP Purchase by 2/28/2014 and get up to 15% off.

See for full details.

Quick Email Etiquette Tips

Most people in business send and receive thousands of e-mails per year. Check out this article from Dale Carnegie for 9 e-mail etiquette tips.

Upcoming Partner Webcasts & Current Promotions

SalesPad Training Events & Webinars by SalesPad

Take Dynamics  GP Paperless by Managing your Process, not the Paper by PaperSave Multiple dates available

Improve Business Productivity with U-LINC Workflows and Notifications anytime, anywhere in Dynamics GP by Integrity Data

Taking Microsoft Dynamics GP Payroll from GOOD to GREAT by Integrity Data Multiple dates available

Solutions for AC Compliance – the ACA Dashboard by AIM Technologies / Sync Stream Solutions 1/21 3:00pm EST 

The NEW Simple &  Easy – Features to Save You Time with Dynamics GP Toolbox by Rockton Software 1/21 3:00pm EST

GP Administration Tips & Tricks by Rockton Software 2/18 2:00pm EST 

Integrated eCommerce for Dynamics GP by Azox/k-eCommerce 1/21 1:00pm EST 

Secure Credit Card Processing in Dynamics GP by

Advantages of Online Bill Payment for Dynamics GP by  ce 1/22 1:45pm EST Collections

Management for Dynamics GP by Professional Advantage 1/22 2:00pm, 2/5 2:00pm,  2/19 2:00pm (All EST)

Collections Management Training, Tips & Tricks by Professional Advantage 2/13 11:00am EST

Company Data Archive-Archive Solution for Dynamics GP by Professional Advantage (All EST) 1/28 10:30am, 2/13 3:00pm, 2/27 3:00pm

1Staff- Important Software Features for Your Staffing Organization by Professional Advantage 2/6 12:00pm EST

ePay Advantage- Integrated Online Bill Pay by Nodus Technologies1/28 2:00pm EST, 2/11 2:00pm EST

eStore Solution Stack- Integrated eCommerce Solution by Nodus Technologies 1/21/2014  2:00pm EST, 2/18 2:00pm EST

Credit Card Advantage- Electronic Payment Acceptance Solution within GP by Nodus Technologies 2/4 2:00pm EST

Sales Tax Implications of Drop Shipping by Avalara AvaTax 1/28  1:00pm EST

Dynamics GP “Extend for Half” Promotion
Existing Dynamics GP 2013 customers can purchase the Extended Pack for 50% off software list price. Note: this promotion only applies to those on GP 2013.
Expires: 6/23/14

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