Microsoft Dynamics Gp Workflow 2 0
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Microsoft Dynamics CRM 4 For Dummies
Customer relationship management, or CRM, is certainly a hot topic in business today. If you have a small or medium-sized business, chances are you’re already aware of all it can do for you. But with so many options and so much to think about, how do you get a CRM system in place with a minimum of hassle? Well, Microsoft Dynamics CRM 4 For Dummies is a great place to start! Written by veteran CRM experts Joel Scott and David Lee, this friendly guide will have you understanding and using Microsoft’s CRM solution in a jiffy. Whether you’re considering a CRM system for the first time or you’ve decided to switch from another system to Microsoft Dynamics CRM, this book will make it easy to: Maintain and manage all your customer information Personalize Microsoft CRM to work for your business Set up CRM to support sales, marketing, and customer service Use the Outlook client Manage territories and business units Create and manage activities Generate quotes and invoices Implement and manage a marketing campaign Work with contracts, and much more Microsoft Dynamics CRM 4 For Dummies is packed with information on the latest version, It will help you get a unified view of your customer information and interactions through integrated sales, marketing, and customer service features. And that, as every business owner knows, is important to improving your bottom line!
Microsoft Dynamics GP Workflow 2.0
Microsoft Dynamics GP is a popular enterprise resource planning (ERP) application used by tens of thousands of sites around the world to keep the accounting, financial, distribution and manufacturing functions running day in and day out. Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain. As of Microsoft Dynamics GP 2013 R2 this Workflow module has been replaced with a new one; Workflow 2.0. This new module lives entirely within Dynamics GP itself, thereby removing the dependency on SharePoint; this has the dual benefit of making Workflow 2.0 easy to setup, configure workflow processes and maintain on an ongoing basis. This book introduces the concepts of workflow and moves onto Workflow 2.0. It covers the creation of both simple and complex document based workflow processes, a non-document based workflow, how users interact with the workflow process, including email notifications and email actions, before wrapping up with a step-by-step install and verification of the Web Services for Microsoft Dynamics GP.
Microsoft Dynamics GP 2016 Cookbook
Over 100 powerful and effective recipes to help you solve real-world Dynamics GP problems About This Book Switch to Dynamics GP 2016 to take advantage of improved cloud support, workflow enhancements, and a more intuitive user experience Understand the various tips and tricks to master Dynamics GP, and improve your system's stability in order to enable you to get work done faster Discover how to solve real-world problems in Microsoft Dynamics GP 2016 with easy-to-understand and practical recipes Who This Book Is For The book is for Dynamics GP users or Dynamics GP partners. It assumes that you have a basic understanding of business management systems and Microsoft Dynamics GP. What You Will Learn Explore the new enhancements in Dynamics GP 2016 Personalize Microsoft Dynamics GP to improve accessibility and efficiencies Maintain Dynamics GP and ensure proper operation of the system using optimum processes Efficiently organize Microsoft Dynamics GP to improve processes Leverage the power of SmartLists using proven tips and techniques and undocumented search functionalities Connect Microsoft Dynamics GP 2016 to Microsoft Office 2013 Enhance the usability of Microsoft Dynamics GP with hacks Expose the hidden features in Microsoft Dynamics GP to improve efficiency and get more from the system Deploy and use the Support Debugging tool to trace, locate, and resolve problems encountered by users Explore PowerBI and how it can be used with Dynamics GP 2016 In Detail The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give you tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more! Style and approach This book follows a recipe-based approach with a problem-solution mind-set. Each recipe is independent of the others; real-world tested, and designed to be used immediately.