CAL Connection Newsletter
Happy Valentines Day

May has arrived and we’re officially in “no more excuses” territory—Q2 is here, the weather’s cooperating, and it’s time to tackle those projects that have been sitting on the back burner since January. We’re celebrating the warmer days and longer evenings by sharing some practical ERP tips that’ll help you work smarter (not longer) and maybe even sneak out early on a Friday or two!

Acumatica & Microsoft D365 Business Central

Acumatica Building a Generic Inquiry: Step-by-Step

Tired of spending two hours every time your CFO needs a custom data report that your standard ERP reports can’t deliver? This step-by-step guide shows you how to build Acumatica Generic Inquiries—custom data views you create yourself without writing code—so you can pull real-time information, add filters and calculations, and share it with your team in minutes instead of hours.

Learn How to Make a GI

Blanket Purchase Orders

Stop wasting time renegotiating repeat orders—learn how blanket purchase orders automate high-volume supplier relationships and save distribution companies serious time and money.

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Microsoft Word

Business Central New Release

Acumatica Bulk Data Entry

Stop wasting hours manually entering data one record at a time—Acumatica’s built-in Import Scenarios let you bulk-load spreadsheets with hundreds of inventory items, customers, invoices, or pricing updates straight into your system without custom development or add-on licenses, and you can even schedule recurring imports to run automatically.

Learn More

Using Dimensions in Business Central Reporting

If your finance team is still rebuilding the same reports every month, this one’s for you — learn how Business Central dimensions let you tag every transaction by department, project, or location so the reporting your CFO needs is always just a few clicks away.

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Microsoft Word

Microsoft Dynamics GP

Please Join Us for GP Forward 2026

GP businesses, what’s next for you? Planning beats panic every time. At our GP Forward 2026 event on June 10th, you’ll explore different options for your business. You get all the pros and cons, honest side-by-side comparisons, and walk away with your own personalized roadmap and action plan. Plus, complimentary lunch and a free strategy session with CAL.

Contact us with questions, or Register Today

Dynamics GP Advanced Lookup

Budgeting is a year-long activity and we wanted to remind you to revisit this step-by-step guide on using Dynamics GP’s Excel Budget Wizard. You can export customizable templates, segment budgets by department for manager-level oversight, and seamlessly import your completed budgets back into GP, saving hours of manual data entry.

Read More Here

Watch Your Tone: Workplace Phrases That Make Everyone Cringe

Ever caught yourself saying “I’m sorry you feel that way” to a colleague and wondered why they suddenly looked annoyed? This entertaining HuffPost article breaks down the most condescending workplace phrases we’ve all either said or heard. From “You’ll understand when you’ve done this longer” (translation: your opinions don’t count yet) to “We’ve already tried that and it didn’t work” (aka the innovation-killer), these seemingly innocent phrases are actually passive-aggressive landmines. The good news? A little curiosity and genuine questions go a long way. This is worth a read, especially if you’ve ever wondered why your team goes silent after certain meetings!

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CAL Business Solutions, Inc. 200 Birge Park Road, Harwinton, CT 06791, 860-485-0910