CAL Business Solutions, Inc
 January 2014  The CAL Zone – GP Tips & Tricks Newsletter 
In This Issue
Amber's Tips & Tricks
CAL Connect2014 Sessions
ISV Spotlight: Panatrack Inc.
CAL Winter Offer
Email Etiquette Tips
Upcoming Partner Webcasts
Current Promotions


Quick Links
About CAL
Awards & News
CAL Services
ISV Products
Dynamics GP
Past Newsletters
Client Center
Past Tips & Tricks
Free Resources
2013 Upgrade
Year End Resources
Contact Us

Microsoft Silver Enterprise Resource Planning Partner

Microsoft Dynamics GP(Great Plains) Implementation, Customizations, Training & Support

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Are you heading to Atlanta March 4th for Microsoft Convergence 2014?

If you register, please let us know by emailing  so we can host you! Also make sure to add CAL Business Solutions as your reseller when registering.

We hope to see you there!

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*Fun Facts*

There are more possible iterations of a game of chess than there are atoms in the known universe
Sea otters hold hands when they sleep so they don’t drift apart.

The CAL Zone e-newsletter is focused on our family of Microsoft Dynamics GP users. Stay up to date with current promotions to save you money plus tips & tricks and new tools to save you time. To view archived copies of previous newsletters click here.

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.

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

ISV Spotlight:  Panatrack, Inc.
Microsoft Silver Enterprise Resource Planning Partner
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!

  1. 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)
  2. SSRS Deployment & Training:
    SSRS allows you to create reports from Dynamics GP that are accessible online from a secure web browser
  3. 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

SalesPad Training Events & Webinars by SalesPad

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

Improve Businss Productivity with U-LINC Workflows and Notifications anytime, anywhere in Dynamics GP by Integrity Data
Contact to schedule

Taking Microsof 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 Azox/k-eCommerce 1/22 1:00pm EST 

Advantages of Online Bill Payment for Dynamics GP by  Azox/k-eCommerce 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 Pament 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 Promotions

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

What modules are in the extended pack?

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