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).

Many clients wonder what the best method is to collect use tax.  Use Tax are taxes that you owe the government for goods that your vendor never charged you sales tax on.  It only applies to goods that you are consuming, not reselling, since the end customer pays the sales tax.  So here is our scenario – [...]

    Why this feature is cool!   You can be browsing an Excel report and drill right into the GP screen that is related to the data you are looking at.  Drill Down builder allows you to further enhance the Microsoft Office and Dynamics GP integration story.  With the same model as the builder tools, Drill Down Builder [...]

Why this feature is cool! Navigation List Builder extends the functionality of the Navigation Lists letting a customer include exactly the data that they want.  You can access any table in Dynamics GP or any 3rd party product as well as external SQL tables and views.    The Navigation Lists will retrieve only the information selected speeding up [...]

Why this feature is cool! Organizations have the need to customize external facing documents.  Some of these customizations may be something as small as changing the company logo that should appear on the document, but all changes required users to create a modified Report Writer report.  Users will now be able to make these types of [...]

(Editor’s Note) We will be able to create a custom DM Online Connect for our client’s home pages that will allow them to directly access our support and also read our tips and tricks blog – right from the Dynamics GP home page!   Why this feature is cool! Microsoft Dynamics Online Connect is hosted in the Microsoft Dynamics [...]

Why this feature is cool! Home page cues extend the functionality of the To Do section.  Now, in addition to showing reminders to tell a user when they need to act, you can make the reminder visual by displaying it as a cue.  The number of items in the reminder will determine how tall the cue [...]

Why this feature is cool! In many businesses, there is a defined budget process.  Budgets are sent to departments, and then combined into a single budget for the next year.  Once a budget is set, users want to formalize any changes against it.  In GP2010, you have the ability to combine multiple budgets.  And the ability [...]

Why this feature is cool! With GP2010 you can setup a Cash Receipts Entry batch as a recurring batch type. When the recurring batch is posted, the transaction dates will be updated, but the payments themselves will stay.  Next time you want to post, you can enter the apply information and post and the customer will be [...]

Dynamics GP 2010

Over the past few months I have noticed some confusion into what different grouping fields mean in the FA module.  I hope that this post clarifies some of the confusion: CLASS ID The Class ID associated to an asset is the grouping that is primarily used for reporting purposes. Typical classes are Furniture & Fixtures, Equipment, Automobiles etc. Classes [...]

Scribe 7.0 has release today, check out the details here from Scribe's blog/website. Some of the highlights for the data migration/integration application are:

1. Multi-Target solutions. Integrations/Imports can now have steps that point to different targets. If your ERP system needs to pass along inventory data to all...

Workflows are a wonderful thing.  They make it so that power users, non-developers, can get a lot done with Microsoft CRM without having to know a lick of code and can get a lot of business processes built into their company’s application relatively easy.

I have, however, seen some...

There are a number of people who have posted about copying a record via JScript button in CRM, and this post isn't far off from that concept. My coworker found a great way to implement the concept of opening a record and populating fields on the newly opened window,...

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.