CAL Business Solutions Team
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CAL ERP Tips & Tricks Blog

The CAL Zone – ERP Tips & Tricks Newsletter – November 2017

  • Happy Thanksgiving
  • New AP Automation Services Available with Mekorma MICR for Payables
  • CAL’s Year End Closing Webinar Series
  • Are You Taking Advantage of Microsoft Support Included in Some Annual Service Plans?
  • Recap of GPUG Summit 2017
  • 6 Tips for Better Work-Life Balance
  • Dynamics GP Blog Posts
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New AP Automation Services Available with Mekorma MICR for Payables

AP automation software is a topic a lot of our clients are asking for. Did you know that Mekorma MICR for Payables has added advanced automation features to the product many of you already own? Here are a few details: Multi-Batch Management Service: Activating the new Multi-Batch Management (MMM) within Mekorma MICR for Payables takes […]

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The Clients and Partners Who Made GPUG Summit 2017 a Success

GPUG Summit 2017 in Nashville, TN was the largest event yet! Nearly 6,000 attended the whole event, with several thousand of those just on the Dynamics GP side. Nine of our Dynamics GP clients, from five companies, attended the event with us this year. The CAL team and clients were together for the opening keynote […]

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Are You Missing Out on Free Microsoft Support in Your Microsoft Annual Service Plan?

Did you know that when you first purchase Dynamics GP you receive six (6) support incidents directly from Microsoft with your Advantage Plan? And if you continue to renew annually at that plan level, you receive 6 additional incidents each year. We have found that many of our clients do not take advantage of the […]

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The CAL Zone – ERP Tips & Tricks Newsletter – October 2017

  • Microsoft Dynamics GP Tip: How to Create a New Fiscal Period
  • An Easy Way for Non-Technical Users to Get Outside Data into Dynamics GP
  • Why Every Dynamics GP User Should Use CustomerSource
  • Running an Old GP Version?
  • Controlling Stress in the Workplace
  • Attend GPUG CT Chapter Q4 Meeting
  • Dynamics GP Blog Posts
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How Microsoft Dynamics GP Users Can Embrace Smart Budgeting

When we get to this time of year, it’s well into budget planning season. Now, be totally honest, how is it going? For many CFOs and budget managers, the budgeting season can fill them with dread. It doesn’t have to be that way. Today’s businesses have options, including purpose-built technology designed to facilitate budgeting, forecasting, […]

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5 Takeaways from the Acumatica 2017 R2 Launch Event

We have heard about the new Acumatica 2017 R2 release, but I am looking forward to test driving it myself soon. You can look at a picture of a car, but when you sit in it and drive it, then you really know what it is all about. Based on what I saw at the […]

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Why Every Dynamics GP User Should Use CustomerSource

Did you know that can you can save money and resources by accessing the CustomerSource online portal for Microsoft Dynamics GP users? CustomerSource is a unique online portal designed specifically for Microsoft Dynamics customers. It’s the best way to keep your team up to speed — performing at its best and ready to tackle any […]

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Microsoft SQL Server 2016 Licensing Guide

This Licensing Guide is for people who want to gain a basic understanding of how Microsoft SQL Server 2016 database software is licensed through Microsoft Commercial Licensing programs. It includes: SQL Server 2016 Editions How SQL Server 2016 License Are Sold Server and Cloud Enrolment SQL Server 2016 Licensing Models Core-Based Licensing Server + CAL […]

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The CAL Zone – ERP Tips & Tricks Newsletter – September 2017

  • Microsoft Dynamics GP Tip: How to Set Up Activity Tracking in Dynamics GP
  • Final Days of Rockton Software’s Summer Promotion!
  • Fixed Assets in Dynamics GP
  • Are You Running an Old Unsupported GP Version?
  • Want to Accomplish More in Less Time? 9 Things the Most Effective People Always Do
  • Dynamics GP Blog Posts
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September 2017 Blog Post Round Up

Just in case you missed any of these great topics, here is a list of the blog post articles by the CAL Business Solutions team last month. Infographic: Why Acumatica Cloud ERP? You Are Invited to the Acumatica 2017 Launch Event I Have Seen Dynamics GP Reinvented An Easy Way for Non-Technical Users to Get […]

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INFOGRAPHIC: 6 Reasons I Believe Acumatica is The Best ERP Cloud System

What factors set Acumatica apart from the competition? Modern Technology Responsive Design No Additional Fee Per User Resource Level Pricing Deployment Choices Strong Core Technology Download your free ERP System Evaluation Checklist www.calszone.com/checklist Ready to evaluate Acumatica? Contact CAL Business Solutions sales@calszone.com or 860-485-0910 x4. Acumatica Highlights By CAL Business Solutions, Microsoft Dynamics GP and […]

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An Easy Way for Non-Technical Users to Get Outside Data into Microsoft Dynamics GP

Integration Manager has its uses, but I would not exactly call it easy to use. There is an easier way to get data into Microsoft Dynamics GP. Integration Manager is included for free with Microsoft Dynamics GP for 280 days. But in my opinion it is heavy and ugly and you really need to know […]

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The CAL Zone – ERP Tips & Tricks Newsletter – August 2017

  • Microsoft Dynamics GP Tip: How to Open a .CSV or .TXT from Dynamics GP in Excel
  • Are You Going to GPUG Summit 2017 in Nashville?
  • How to Do Disk Cleanup to Make Your Computer Run Faster
  • GP Optimizer Magazine-Summer Edition
  • 4 Simple Morning Habits That Will Improve Your Day
  • Next GPUG Hartford Meeting Focuses on Budgeting in Dynamics GP
  • Microsoft Excel Keyboard Shortcuts and Free eBooks
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
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I Have Seen Dynamics GP Reinvented

I just had the opportunity to see Microsoft Dynamics GP…. Reinvented! It is called PowerGP Online. PowerGP Online is Dynamics GP Powered by the Microsoft Azure Cloud. It is the same base product, Microsoft Dynamics GP, which I have loved for years. But with customizations that make it even better. I believe it is Dynamics […]

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The CAL Zone – ERP Tips & Tricks Newsletter – July 2017

  • Tip: Eliminate Manual Entry in Dynamics GP- Stop Re-keying Data
  • Convince Your Boss You Need to Go to GPUG Summit 2017
  • How Healthcare Companies Can Eliminate the Cost of Outsourced Payroll
  • 11 Things You Can Do to Make Yourself Smarter Every Day
  • SalesPad Corner Tip: Creating Cash Receipts
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
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September GPUG Hartford Meeting Focuses on Budgeting in Microsoft Dynamics GP

The new Connecticut GPUG Hartford chapter is growing. For the chapter’s third meeting on Thursday September 14th the discussions will focus around budgeting in Microsoft Dynamics GP. All Microsoft Dynamics GP users are welcome. This is a great time to learn best practices, ask your questions, meet other users and get the most out of […]

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Microsoft Excel Keyboard Shortcuts and More Free eBooks

Everyone loves a shortcut. Eric Ligman, Microsoft Director of Sales Excellence is currently giving away hundreds of free eBooks. Here are a few titles that we think our Microsoft Dynamics GP users will like. Excel 2013 Keyboard Shortcuts Excel 2016 keyboard shortcuts and function keys Keyboard shortcuts for Microsoft Outlook 2013 and 2016 Keyboard shortcuts […]

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SalesPad Tip: Creating Cash Receipts

In the past, most Accounts Receivables (A/R) transactions needed to be done by Dynamics GP users. However, SalesPad has been adding functionality into the Desktop product; part of which includes creating Cash Receipt transactions. SalesPad Cash Receipts allows you to create the same transactions you would create in Dynamics GP. When the new cash receipt […]

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Microsoft Dynamics GP Tip: How to Open a .CSV or .TXT from Dynamics GP in Excel

When you receive a .csv or .txt file, how do you open it? .txt files are used a lot in Accounting when there are fields with commas in them and you don’t want them getting split up. For example, $100,000.00 if saved as a csv would come in as 2 fields:  $100 then 000.00. But […]

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Compare Multiple ERP Systems With Comprehensive Checklist

What is the best way to compare ERP systems? Researching and selecting the right ERP platform for your business can feel like an overwhelming process. The products are complex and tend to offer similar features so it’s challenging to weigh one versus the next—let alone a long list of potential solutions. Plus, investing in a […]

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The CAL Zone – ERP Tips & Tricks Newsletter – June 2017

  • Eliminate Manual Entry in Dynamics GP Tip – Automatically Create and Email PDF Documents
  • Will We See You at GPUG Summit 2017?
  • CAL Achieves GOLD
  • GP Optimizer Magazine 2017
  • 13 Habits of Unsuccessful People
  • Dynamics GP Check Stock, Tax Forms and More
  • Dynamics GP Blog Posts
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Will We See You at GPUG Summit 2017 in Nashville?

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Why Attributes in Acumatica ERP Are Better Than User-Defined Fields

An exciting new discovery I made with Acumatica ERP is the flexibility you have to personalize the system using Attributes. Attributes are a good alternative to user-defined fields, which are more of a customization. Let me tell you why: Think of Attributes as a custom list of user-defined fields that can be created by anyone […]

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5 Step ERP Selection and Implementation Guide

What are two important things that a company has to “get right”? Enterprise resource planning (ERP) system selection and implementation. A successful ERP system implementation impacts your ability to meet customer needs, effectively compete, and maintain a steady growth. It is one place where you don’t want to cut corners. And despite what you may […]

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The CAL Zone – ERP Tips & Tricks Newsletter – May 2017

  • Eliminate Manual Entry in Dynamics GP Tip- Use Scan and Save to Stop Filing Paper
  • GP Limited & Self-Serve Users
  • Improve Dynamics GP HR & PR
  • Daily Habits of High Achievers
  • CAL Client Success Story
  • Dynamics GP Blog Posts
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6 More Reasons I Trust Acumatica As The Best Cloud ERP System

In my first post I talked about six reasons I trust Acumatica as a company. Now it’s time to talk about the actual system. What factors set Acumatica apart from other cloud-based ERP offerings? Modern Technology: Acumatica came onto the market in 2010. Many other cloud solutions came onto the market around 1999-2000 and, of course, […]

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Find Data With a Google-Style Search Tool in Dynamics GP

How many times a day to you click on the SEARCH icon in Dynamics GP? It’s time for a change. There is a way to find information 83% faster and even search for the information you need in third party (add on) products. To save time, you can even use one of the 4,000+ pre-defined […]

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How Cloud-Based Systems Deliver 2.1X the ROI of On-Premise Systems

Can moving to the cloud REALLY save money? A new Nucleus Research white paper helps answer that question. In fact, it shows that cloud-based systems deliver 2.1X the ROI of on-premise systems. According to the white paper, Cloud application projects deliver 2.1x times the relative return on investment (ROI) of on-premises ones – up 24% since […]

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The CAL Zone – ERP Tips & Tricks Newsletter – April 2017

  • Eliminate Manual Entry in Dynamics GP Tip – Stop Tracking Fixed Assets in Spreadsheets
  • List of the Best Microsoft Dynamics GP Add On Tools
  • CAL’s Review of the 1st CT GPUG Chapter Meeting
  • Food As Fuel: How Leaders Power Their Days
  • SalesPad Tip: How to Use Interactions to Save Valuable Notes
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
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