Dynamic Methods

Orange County Microsoft Dynamics Partner, Dynamic Methods, was recently listed in the Top 10 Best Places to Work by Orange County Business Journal (OCBJ). Dynamic Methods implements Microsoft Dynamics accounting, sales and business management software for mid-sized businesses.

Dynamic Methods, as a Microsoft GOLD Certified Partner, is pleased to offer Business Ready Flexible Pay for Microsoft Dynamics.

Dynamic Methods has again renewed their "GOLD" status with Microsoft by fulfilling their stringent requirements. Achieving this status has been of utmost importance since the founding of the company in 2001.

At a recent Microsoft Partner Briefing in Southern California, Dynamic Methods received the “Best Practice” award from Microsoft for the Western Region.  This award is a result of Dynamic Methods efforts and success in deploying Microsoft Business Solutions including Microsoft CRM and Microsoft Dynamics GP (Great Plains).

This word doc has a pretty comprehensive list of the most used and most forgotten FRx functionality.  Check it out and enjoy! FRx Tips & Tricks

For those who weren’t able to attend the 2009 Year End close webinar, please run through the powerpoint slides from last years post as well as view Microsoft’s KB articles for detailed steps.   KB Articles       Powerpoint Post   Good Luck!

I am sure many of you have already heard but I just wanted to put it down in writing here regarding the next release of Dynamics GP. It will be called Dynamics 2010 and will be availabe for general release in May of 2010. There is quite a bit of hoopla surrounding this [...]

Most of us GP users use FRx as our financial reporting tool. Some of us love it and others wish it were faster and had a little bit better user interface. Well, changes are on the horizon. If you had not heard, FRx is being ’sunsetted’ by Microsoft. Here are some quick facts. I also am [...]

With the Release of Microsoft Dynamics GP came over 60 free SSRS reports that link to your GP data.  These reports were designed by Microsoft and come ready to deploy with an easy to use deployment wizard that can be found on your GP DVD.  Follow these simple steps to start enjoying the terrific power [...]

In Microsoft Dynamics GP you have a few options for valuation methods for inventory costing: FIFO Perpetual LIFO Perpetual Average Perpetual FIFO Periodic LIFO Periodic The concepts of these methods are familiar to most if not all accountants, but the way GP handles this process may not be.  My goal isn’t to teach the accounting principle here just how the system [...]

Clients are always looking for easier ways to share and view their financials.  This is a cool trick I found on an excellent site called FRxBuzzas a way to make a quick “Poor Mans” Dashboard.    Here is the article by Jan Harrigan: “What’s the 1st thing you do at work every day? Even before coffee, it might [...]

As most of you know, Microsoft changed how security is setup and maintained with GP 10. Security is now defined for each user on a company-by-company basis, instead of the old way of assigning security to Classes and then assigning users to those Classes. Based on personal experience and a compilation of Microsoft KnowledgeBase articles, [...]

1. You don’t have to close down GP to switch between companies or users. All you have to do is click either on the company name or the user name in the bottom left corner of GP. This will pull up the Company Login Window. Now you can switch companies or switch users. This would have saved me [...]

More than a few of our clients have asked for the ability to change the way a particular row- in a calculated column- totals. Since it’s confusing to explain… Here is a common example: We are calculating gross profit % in a 12 month rolling income statement Jan Feb March April YTD Total Revenue $500 $500 $450 $650 $2,100 Labor and Materials 300 350 400 450 1500 Gross [...]

I love web services. They make it so that one system can send and receive data from some completely different system from anywhere over the web. Data gets updated, end users can see the latest and greatest data essentially instantaneously. With CRM plugins you can have in-line...

One of my biggest issues with CRM emails, versus an Outlook email, is how difficult it can be to tailor up your emails that you want to send out. Getting a good looking email sent out of CRM is about as complex as writing a static web page. ...

I've been asked a handful of times what Teams are in CRM and when it would be appropriate to use them. I couldn't find all that much documentation around when a Team should be used, just how to set up and reference Teams. So, this is my take...

Disabling fields has been a great way to lock down information within MSCRM. The one issue that I run into with it is that users comment that a disabled field is so "washed out" that it becomes difficult to read.

Another option to use instead of the out of...

Has anyone else wanted to be able to click on the email address on a form in CRM and have it email that person/record? Or at least bring up an email message form that can be filled out and sent?



Yes, on the Contact form there is...

This may sound like an obvious question but amazingly enough there are a lot of people who don't always quite get this. When asked how people manage their data and they tell me that they look up their lists in Word, I cringe. Or when people use Excel...

If you haven't seen it from the numerous other blogs that have already posted this, here's the link to where you can download the rollup. It is cumulative, so be aware of that.

David Fronk
Dynamic Methods Inc.

If you haven't seen all the media that Microsoft is putting out around Windows 7, I'm telling you about it now. I've been using Windows 7 for a little while now and it is great, head and shoulders better than Vista. If you are on a Vista machine,...

This week Microsoft released their integration adapter for Dynamics CRM and GP. This is now Microsoft's third attempt at integrating their own applications.

For anyone who used their first integration solution with BizTalk server in CRM v1.2, my hat goes off to you. It was a...

I've come across a number of, let's call them, not so stellar implementations and helped turn them around for the better. Some of the more interesting implementations I've come across are when no outside help is sought, even though everyone in the company knows full well that no one...