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Archive for the ‘Dynamics GP’ Category

5 tips for maintaining Microsoft Dynamics GP

Friday, November 11th, 2011

You finally have Microsoft Dynamics GP and now you are ready to explore the wonderful world of online accounting software which is good and all but while you’re having lots of fun using the different applications it provides, don’t forget that you have to maintain it! Here are five tips to help you maintain Microsoft Dynamics GP.

1. SQL Backup

Make sure you create SQL backups of every database on your server. It’s recommended that you performed full backups or you have the option of full backups with transactions log backups, but it’s ultimately your choice. You also need to back up Dynamics databases, Company (s) databases and Model database.

2. File Backup

SQL aren’t that only backups that you have to do, don’t forget the other multiple files that need backing up to. For example any folder that ends in dic, set or config and all the other folders including sub-folders. The <DATA> folder is included in the backup process as well as Dex.Ini that is located in the <DATA> folder for example OLEPath, OLEPathHR, Word Macro File etc.; I have one more suggestion, backup any files in the manuals of any add-on products.

3. Schedule your backups

Schedule backups for SQL and Files as needed. But remember the more backups you have the more chances that if information were to get lost it would be low. You should have automatic scheduling for backups. This is to ensure that backups are completed, don’t believe me? Check the transaction log because it keeps record of backups done.

4. Monitor your backup jobs

Keep track of the backups that are being done, even if you have write it down in your calendar. It’s just to make sure everything is going smoothly. A really good thing about Microsoft Dynamics GP is that you can program your SQL server to notify you if the backup fails.

5. Test your backups

Even though you can automatically schedule backups, once in a while test your backups just to make sure everything is getting backed up. A good way to test a SQL backup is to restore the backup to another server.

By: Natalie Williams, Marketing Coordinator, Websan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner

Evaluation Tools

Wednesday, November 9th, 2011

In 1983, Quaker Oats purchased Gatorade, transforming it from a multi-million dollar business into a multi-billion dollar business.  Fast forward a decade & Quaker decided that another drink manufacturer was primed for the same growth.  This time, Quaker eyed a takeover of Snapple, a popular fruit beverage.  After paying a large ransom for the Snapple business, Quaker did not see the returns it had forecast.  The Snapple brand fizzled as Quaker resources were washed down the drain.  Eventually, the Snapple brand was sold at a $1.4 billion loss to Quaker.

What went right with Gatorade that went so wrong with Snapple?

The measurement tools that Quaker used to evaluate Gatorade were both accurate & appropriate.  However, in the decade that past, these same evaluation tools were not updated.  Quaker applied the same methods & metrics to the Snapple brand that they did to the Gatorade brand.  However, in the decade that had passed, these tools were no longer the most appropriate.

Evaluation mechanisms are constantly being updated.  What works today might leave you behind tomorrow.  Quaker found this out first hand.  If companies want to continue to thrive, they must be constantly tweaking & evaluating the tools they use to evaluate their business.

Microsoft Dynamics GP leverages ever evolving Microsoft technologies in order to provide the best reporting options possible.  Users can access reports in many different formats.  Business Alerts can send automated emails to any staf member when exception criteria are met or at specific intervals.  Emails can be configured to include attachments, including lists of applicable information.  Users can have similar automated Reminders open on their screens when specified criteria have been met.  This allows for fast & automated management by exception.

To Do lists & Check List force users to complete tasks periodically in a structured way.  Meaning, no longer are workflows undocumented or dependent on a single employee.  If an employee leaves the organization, those same tasks must still be completed.

Standard reporting is available in paper format as would be expected.  Users can further use inquiries to research linked transactions if auditing information.  The same information can be exported to Excel or Word at the click of a button through a Smartlist.  These can all have filters applied to them to restrict the information that is displayed.  However, where Dynamics GP takes things a step further is SRS Reporting.  Smartlists can live on the server in the form of an Excel Report.  These can contain, charts, graphs, lists or whatever one’s heart desires.  These reports are linked to the server & the Dynamics GP database through Excel, meaning information is constantly changing on them automatically as data is entered into Dynamics.  And the best feature is that those who wish to view these reports do no require a Dynamics GP user license as they are not actually logging into GP.  The same premise applies to SRS (or SQL Reporting Services) Reports.  These are built through regular SQL statements & can include filters, etc, just like any SQL query would have.  Data can be displayed in many different formats & again, do not require a license to view.

The evaluation tools offered by Microsoft are beyond comparison & constantly evolving.  those utilizing Dynamics GP are always in the know & won’t be left behind.

Pie Chart

Adam MacIntosh is the Senior Project Manager with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems. You can contact Adam at Adam.MacIntosh@WebSan.com or at 416-499-1235 ext. 213.


We Are Certified!

Monday, October 3rd, 2011

Last week I met with a new client, we began with our normal introductions, etc.  They were curious as to my expertise with the Dynamics product line.  After discussing the seven different certifications I personally have from Microsoft, the conversation quickly moved onto other topics.  However, this reminded me of the rigorous screening process Microsoft employs for its partner network.

Any partner wishing to sell Microsoft Dynamics GP must have employees certified in its core financial management system.  Further certifications are required in database management among others.  Recently all Microsoft Partners were asked to complete formal training & certification in Sure Step, the Microsoft Project Management System.  I am glad to say all WebSan staff that were tested passed with flying colours!

Congratulations Team WebSan!

Are IT projects really ticking time bombs?

Friday, September 30th, 2011

I recently read an article in the Toronto Star titled “IT projects are ticking time bombs.”

The article cited a study at Oxford University where they found that 17 percent of IT projects were so mismanaged that they had “average cost overruns of 200 per cent….”

After reading the article, I spent some time thinking about the IT projects I’ve been involved in over the years, from the large, multi-million dollar SAP projects to the smaller, 5-15 user Dynamics GP projects. I’ve had my share of smooth go-lives and my share of “rough” projects. One common theme with the projects that run smoothly is that an unbreakable link exists between the project team and their vision of what they’re working on and the overall business goals for the project.

It’s somewhat human nature, really. If we understand the “why” of what we’re doing, then the “what”, and “how” are easier to understand and “get behind.” I’ve seen projects with great potential and a really strong business case go off the rails because the executives didn’t effectively communicate to the project team what the real goal was. If the project team and leaders have “context” by which to understand the purpose behind the project, the odds of success rise dramatically.

There are obviously numerous other factors that affect the outcome of an IT project (which I’ve written about in the past), but I come back to executive involvement and leadership as the #1 factor in project success.

I’ve even seen “rough” projects continue off the rails for months and even years until a new executive comes on board in the company to “take charge” and rally the troops around fixing the problems that exist. In fact, it amazes me every time how rapidly the issues actually get resolved, once a strong leader puts their weight behind identifying the problems and assigning clear accountability for their resolution.

One of the things I look for when selling software to a new prospect is a strong leader. We even had a Client executive bring his entire team to our office this week just to “see the whites of our eyes” and have his team meet ours before moving forward with us. To me, that’s a sign of a strong leader who understands what it takes to deliver a successful IT project.

So perhaps some IT projects are ticking time bombs, but all bombs can be diffused by the right person with the right tools and attitude.

By Andrew King, Managing Director, WebSan Solutions Inc.

Cut down on IT spending by using Software as a service

Friday, September 30th, 2011

We all know that the economy is not in the best shape. Some companies are forced to downsize due to insufficient revenue in these times. Anywhere that they can cut cost is a benefit to them, that’s why many companies are now deciding to use Saas (Software as a service). Just because a company may be downsizing doesn’t mean their data and files do, so they still need software to store their information. The great aspect about Saas is that instead of spending money on hardware, installation and maintenance you have the advantages of having your company records, data and information web based.

If you can save money in you IT spending and still have the advantages of data being backed up, disaster recovery and long term record retention, wouldn’t you do it? But maybe you’re a smaller company and your IT department consists of only you. Then you should get your core business applications hosted in the “Cloud”. You still have access to everything in your database; the only difference is that it’s through the internet. Now you might ask, “What kind of software would be a good choice to leverage as a hosted solution?”

Microsoft Dynamics GP online accounting software gives companies the flexibility to customize the software based on their needs and requirements. It’s one of the most capable and sophisticated business accounting solutions for small to medium business, now available in the Cloud. No need to install software on users’ laptops or worry about keeping the system updated with the latest patch.

Investing in Online Dynamics GP is a good investment in your business; it puts your finance department on the same wavelength with other department and keeps your general ledgers, payables and receivables, budgeting, collections management highly organized.

For more information about Microsoft Dynamics GP click here

By Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner

What you gain from Business Intelligence (BI) in Microsoft GP

Friday, September 16th, 2011

A CEO plays one of the most important roles in a business and has a tremendous amount of responsibility. So some people may say, “I would never want to be a CEO, it’s just too much”. But I say, “If you increase your business intelligence using Microsoft GP, it is a breeze.” Now you’ll have more knowledge to:

Make better business decisions

  • You don’t have to solely rely on advisors, consultants and employees because you have educated yourself about what’s been going on in the company.

Use a tool you are already familiar with to reduce operational costs

  • With more than 200+ built in Excel reports it is easier to observe changes in the company and react to market conditions rapidly.

Achieve your budget and forecast targets more consistently

  • Productivity improves because budgeting will be more accurate and planning will be more organized.

Be notified about key changes in your business rapidly

  • Be anywhere in the world and enable the system to alert YOU proactively when key metrics change

With this new found awareness it is easier to track many things in your company using Microsoft GP. If this has not persuaded you to at least see what Microsoft Dynamics GP can do for you, then I’m assuming you’re already profitable and as happy as you can be.

By Natalie Williams, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner

The Digital Transaction: eBanking in Dynamics GP

Sunday, September 4th, 2011

A couple of days ago I blogged about the transition from paper to the digital age. Now, it’s time to familiarize yourself with the eBanking capabilities in Dynamics GP.

For those who don’t know, more and more businesses are relying on electronic funds transfer or EFT to pay their bills. The most obvious reason is that it is just plain easier. However, it also automates the process of sending and receiving payments, provides an electronic record of payment and some vendors may even offer better terms for EFT payers due to typically shorter wait times for payments and less paperwork on their end. Work smarter and faster by accessing transaction information online and applying transaction accounts when they occur, rather than days or weeks later.

With eBanking in Dynamics GP EFT, you can:

  • Manage your financials more effectively
  • Reduce administrative expenses
  • Improve Productivity
  • Increase your financial security
  • Access decision-driving information online

The comprehensive eBanking tools in Microsoft Dynamics GP improves overall efficiency within an enhanced security environment. By automate your company’s critical banking activities and interact with your bank electronically saves your company and yourself time and money.

Microsoft Dynamics Sure Step

Thursday, September 1st, 2011

The truth that most consultants won’t tell you is that the majority of technology projects fail.  The reasons for these failures can vary dramatically.  In order to minimizes & mitigates these varied risks, Microsoft has developed a proven methodology for Microsoft Dynamics implementations based on industry best practices.

This project management methodology is systematic & phase based as well as scalable to the size of projects.  It applies to project big & small, enterprise to standard, complex to standard upgrades.  Further, it encompasses all phases of any implementation.  This repeatable process helps consultants better meet customer expectations by properly managing organizational change.  Customer decision making is further streamlined through decision accelerators.  This leads to low-risk, successful implementations.

All Microsoft Dynamics Partners are required to have staff certified in Sure Step.

Microsoft Dynamics Sure Step

Microsoft Dynamics Sure Step

Frequently asked questions about the WebSan Cloud Dynamics GP Solution

Wednesday, August 31st, 2011

I frequently receive questions from Clients regarding our Hosted Dynamics GP solution, so I thought I would publish our “FAQ” document on our blog for all to see. If you have additional questions, feel free to contact us and we can help you with any inquiry you may have.

Q: What is the cost of Hosted Dynamics GP?

A: You will need to contact us in order to discuss your requirements in a bit more detail so that we can provide you with a quote customized to your needs.

Q: Who owns the data?

A: The Client owns the data and WebSan Solutions owns the application as well as any customizations and/or enhancements made to it.

Q: Where is the data hosted?

A: The data is hosted in a secure, Tier II data center located in Toronto.

Q: How often is my data backed up?

A: Data is backed up nightly, with offsite backups taken weekly.

Q: How can I own my own customizations?

A: You will need to purchase “Modifier”, which is the standard MS toolkit that it used to customize Dynamics GP.

Q: What about updates to the system? Are upgrades pushed, or are they coordinated with the Client? Are there any fees for an upgrade?

A: No charge for an upgrade Upgrades are coordinated with the Client Only charged for Professional services if there is additional training or the Client wants to take advantage of new functionality in the latest release.

Q: Is it a multi-tenant environment, or is our system on its own server?

A: Each Client has their own “virtual” server, with Windows, SQL (database) and Dynamics GP installed on it. No data is shared amongst Clients and each Client only has access to their environment

Q: How is the system accessed?

A: Dynamics GP is accessed via Windows Server 2008 R2 Remote apps via Internet Explorer on your local computer

Q: Does anything need to be installed on my computer to enable access to the system?

A: No, as long as you are running Windows XP SP3 (or above) and on Internet Explorer 7 or above, that is all you need.

Q: What about my local printers and drives? Will those be accessible from Dynamics GP?

A: Yes, the system automatically maps your computer’s drives and printers each time you log in. This is a standard feature with RemoteApps.

A race to the Clouds: Is your company on the right track?

Thursday, August 25th, 2011

The rise of cloud computing has led to a strong push from many companies to adopt security and data portability in a cloud environment. Cloud computing, otherwise known as SaaS (Software-as-a-Service), allows you to have your data and applications available to you virtually anywhere via the Internet.

Companies large and small are looking to the cloud as their future. All of this sounds good right? The only problem is that these companies cannot carefully self-manage their own IT projects to fulfill their future needs; projects grow in size and costs eventually run over budget.

There is a solution. When partnering with an experienced vendor such as WebSan Solutions Inc., your company will experience distinguished service and support when moving to the cloud.  WebSan Solutions Inc. will strive to use our leading solutions to your company’s benefit in order to make the transition smooth and help your company move forward.

Cloud Dynamics GP is crucial for companies looking to propel forward but don’t get lost while you’re in the transition.

Contact us here to learn how we can help.