Batches Part 4: Posting batches by series in Microsoft Dynamics GP

Batches are groups of transactions, identified by a name or a number that you can use for identification purposes, and to make the posting process easier. You can use batches to group similar transactions during data entry and review them before posting at a later time. Similarly, you can identify batches as a group of […]

Understanding Vendor Cards in Microsoft Dynamics GP

Use Vendor Cards to track the status of vendors and to print reports. Moreover, it’s important to keep this information up to date to reflect your company’s current activity. So, use the Vendor Maintenance window to create new vendor cards. Before you begin entering the first vendors, consider how to arrange the current and future […]

Microsoft Dynamics CRM Customization: Add custom Field

Microsoft Dynamics CRM Online is a customization-friendly Customer Relationship and marketing automation platform that allows for increased productivity and efficiency when dealing with prospects and existing clients. Above all, the main advantage of Microsoft Dynamics CRM is its extensive level of customization. It varies from simply changing the label of a single field, to completely […]

Microsoft Dynamics CRM: Export Customizations

It’s a good idea to have a backup of your CRM system’s “Solution”. A Solution is a repository of all customizations and modifications to all components within your organization. Components include entities, fields, relationships, forms, reports, processes, and other elements as well.   The Solutions feature can be used to export all unmanaged solution customizations such as modified […]

Batches Part 2: Modifying or Deleting a Batch in Dynamics GP

Batches are groups of transactions, identified by a name or a number. You can use it for identification purposes and to make the posting process easier. You use a batch to group similar transactions during data entry. So, you can review them before posting at a later time. Likewise, you can also identify batches as […]

Batches Part 1: Create Batches in Microsoft Dynamics GP

  Batches are groups of transactions, identified by a name or a number that you can use for identification purposes, and to make the posting process easier. You can create batches to group similar transactions during data entry, and review them before posting at a later time. Similarly, you can identify batches as a group […]

How to setup customer specific pricing in Microsoft Dynamics RMS

Apart from standard item pricing, Microsoft Dynamics RMS allows defining three additional price levels for each item namely Price Level A, B, and C. In other words, using these additional price fields you can set up customer-specific pricing by assigning your customer to any of the prices levels. For example for Item #15110 the standard […]