CRM, Is It a Right Fit For Me?

CRM systems are an integrated system used for managing customer relationships. CRM systems can be used throughout your company to improve and track your customers, as well as track how they interact with your company – all in one place.

There are many benefits of using CRM systems, the following are just a few:

  • Data is stored in one location.
  • Communication and collaboration across your company is improved.
  • Managers are able to more efficiently monitor their teams and spot potential problems earlier.
  • Historical data and forecasting ability creates an environment for sustainable growth.

Are you curious about how to make CRM work for you and your company? Join our CRM/BI Consultant, Jerica, for one of our upcoming CRM Webinars. If you can’t attend, still register and we will send you a copy of the recording.

January 30th – Managing your data through CRM dashboards

February 20thCRM: Global and Advanced Finds

April 24thWhy CRM is a great Asset to Your Company

Have questions about CRM? Contact us for more information.

2018: A Year in Review

2018 was an exciting year for Implementation Specialists and wsTOOLS! In April we attended the Key2Act Synergy event in Orlando, FL and met many amazing and inspiring new faces. At this event, not only did we learn how hot and humid Florida really is, but we also learned what a great team we have at IS, working alongside each other and educating others about our products.

August brought our 11th annual Geeks on the Green customer appreciation event. We had a great turn out and many memories made. We can’t wait for our 12th annual Geeks on the Green August 19th, 2019!

In October, our team traveled to Phoenix, Arizona to attend Microsoft’s annual GPUG Summit conference. Again, we met many new faces and networked with attendees who had problems that required our wsTOOLS solutions.

The time between October and November seemed to fly by as we were busy planning our Great Plains User Conference, or as many know it as GPUC. With over 20 different companies from all over the country and over 100 attendees, we were thrilled with the outcome of this years’ event. Not only did we highlight a new event app to maximize attendee experience, we also offered over 60 sessions covering the topic of GP, evening socials to encourage networking and giveaways during the 3 days of the event.

2019

The Implementation Specialists is very excited for 2019 and what’s on the horizon. Not only do we have a wonderful team in place, but we also have some exciting marketing features in the works. They will be a great reference tool for our customers, as well as beneficial for those looking to implement GP into their own business.

Another exciting change for 2019 is our webinars! We will now host webinars only on Wednesdays at 1pm CST. We listened to your feedback and decided to offer shorter webinars that provide quality and value you as a viewer want! Sign up for our first Wednesday Webinar January 2nd.

If you’d like to chat with our team or meet us in person, visit us during the Key2Act’s Synergy event in Phoenix, AZ, April 8th – 10th. We are looking forward to this event and showcasing our wsTOOLS products.

November brings our annual GPUC conference at the Microsoft campus in Fargo, ND. Join us November 20-22nd for a packed 3 days full of everything Dynamics GP. If you have a session topic suggestion, please let us know.

Thanks to each and everyone of you and our team for a great year and we look forward to what we will accomplish in 2019!

Payroll Year End Closing

Join Deb Sletmoen as she reviews Payroll Year End Closing for Microsoft Dynamics GP.

Contact us with any questions you have about Payroll Year End and sign up to attend future webinars.

2018 GP User Conference Wrap Up

Simply put – the best GP User Conference Ever! We kicked off our annual GPUC event and it did not disappoint. With over 20 different companies from near and far and over 100 attendees, we were very excited about what GPUC 2018 would bring.

The first day kicked off with a welcome session by our very own President, Deb Sletmoen and Keynote speaker, Theresa Nistler with Microsoft. Over the course of 3 days, attendees could choose from over 60 sessions and were easily able to do so with our new event app. With the GPUC app, attendees were able to create their own schedule, provide session feedback through surveys and network with peers. We think the app was a great asset for this event and we look forward to utilizing it for future events. If you attended GPUC and haven’t taken the GPUC survey on the app, you can take it here.

Our team enjoyed showing off their knowledge with session topics from Financials to SQL, and even a session about social media. Which session was your favorite?

One of our conference highlights was the social happy hour sponsored by Concur. We had a great time chatting with everyone over drinks and enjoyed the time to relax after a busy day filled with all things Dynamics GP.

Over the course of GPUC, we gave away awesome swag, gift cards, a Surface Pro and even a Yeti cooler! Congratulations to all our winners – we hope you enjoy your prizes!

Thank you to everyone who attended GPUC this year and big thank you to all our sponsors, as this event wouldn’t be possible without them!

Didn’t get a chance to attend GPUC 2018? Don’t worry, contact us now to learn more about IS or to chat about GPUC 2019.

 

Keyboard Shortcuts for Dynamics GP

The key to becoming proficient at demonstrating Dynamics without using the mouse is to practice. You probably felt awkward the very first time you used a mouse, and you will initially feel awkward using only the keyboard in Dynamics. This feeling will occur not because Dynamics is difficult to use with the keyboard, but because you initially learned the program with a mouse. The only solution is to practice!

Watch our recent webinar on how to Customize Your GP.

TAB SEQUENCE

The tab sequence in Dynamics is the order in which fields and controls will be selected as you navigate from field to field with the keyboard. On a windows machine, almost every field and control on a window is part of the tab sequence. The Dynamics tab sequence follows a defined format for every window:

1. Data entry fields and controls from left to right, top to bottom: These are all the text fields, financial fields, check boxes, radio buttons, list boxes, etc. where you can enter information.

2. Window Body Buttons from left to right, top to bottom: These are buttons in the main body of the window which open other windows or start processes, such as the Summary, History and Budget buttons on the General Ledger Account Maintenance Window.

3. Window Control Area Controls from left to right These are all of the controls (Browse buttons, Save, Cancel, etc.) which are located in the window control area. The Push Pin button is not included in the tab sequence.

4. Window Body Controls from left to right, top to bottom: These are all of the other visible controls on the window such as lookup window buttons, expansion window buttons, record note buttons, etc.).

5. Display only fields and hidden zoom buttons are not part of the tab sequence.

FIELD-TO-FIELD NAVIGATION

The TAB key selects the net field or control in the tab sequence. SHIFT + TAB selects the previous field or control in the tab sequence. ENTER will activate the default button. (These are standard Windows actions.) In Dynamics, we give the user the option of using ENTER (or RETURN), to select the next field in the tab sequence. When this selection is made (Setup, User Preferences), ENTER and TAB will select the next field or control in the tab sequence. SHIFT + TAB will select the previous field or control in the tab sequence. SHIFT + ENTER will activate the default button.

DEFAULT BUTTON

It is imperative to understand the concept of the default button to navigate effectively with the keyboard. As described in the previous section pressing ENTER (or SHIFT + ENTER), will cause the default button to respond as if it had been clicked with the mouse. The default button on a window is indicated by a black outline that is wider than other outlines. Which button is the default button changes in a predictable manner based on user actions. When a window is opened or restarted (a window restart occurs when the user finishes with the current records, usually with save, clear or delete), the standard default button is automatically set to the most common action the user is likely to take with the window (save, select OK, etc.). As long as the user is moving between data entry fields, the default button will not be changed and can be activated at any time by pressing ENTER. However, if the user navigates to a button by pressing TAB, that button becomes the default button and can be activated by pressing ENTER. As soon as the user navigates back to a data entry field, the default attribute is restored to the standard default button. Take a few minutes to use the TAB, SHIFT + TAB and ENTER keys to navigate around the General Ledger Account Maintenance window. After a little use, the concept of the “default” button becomes intuitive. (The concept and selection of the “default” button is a Windows standard action.)

KEYBOARD EQUIVALENTS

Most mouse actions in Dynamics can also be done using a keyboard equivalent. The following items can be controlled from the keyboard:

1) MAKING A MENU SELECTION : Holding down the ALT key while pressing one of the underlined letters in a menu title will activate that menu, (e.g. ALT + F activates the File menu). Once a menu is activated, you can use the UP and DOWN ARROW keys to highlight the desired menu option. Once the correct option is highlighted, press ENTER to select it. You can also use the LEFT and RIGHT ARROW keys to activate the next menu to the left or right of the currently active menu. ALT + SPACEBAR activates the Dynamics control menu, (the little box in the upper left comer); ESCAPE deactivates the menu selection process and returns you to your previous Dynamics window. (These are all standard Windows actions.)

2) CLOSING A WINDOW : CTRL + F4 will close the currently active window and activate the next front most window. (This is a standard Windows action.) Switching Windows: CM + F6 will activate the next front most window in Dynamics. Repeatedly pressing CTRL + A will allow you to cycle through all of the currently open Dynamics windows and palettes. (This is a standard Windows action.)

3) EXITING DYNAMICS : ALT + F4 will exit the Dynamics program.

4) CHECK BOXES : Pressing the SPACEBAR will alternately mark and unmark a check box control. Radio Buttons: Pressing the DOWN or RIGHT ARROW key will select the next radio button in a series. Pressing the UP or LEFT ARROW key will select the previous radio button in a series. You may also press the first letter of the radio button prompt to select a specific button in the series. Drop Down List: Pressing the DOWN or RIGHT ARROW key will display the list. Pressing the UP or DOWN ARROW key will move the highlight within the displayed list. To make a selection, highlight the desired item and TAB out of the field. Combo Boxes: Pressing the DOWN ARROW key will display the list. Pressing the UP or DOWN ARROW key will move the highlight within the displayed list. To make a selection, highlight the desired item and TAB out of the field. You may also type information directly into a combo box. The LEFT and RIGHT ARROW keys are used to position the insertion point for editing.

5) LIST BOXES : Use the UP and DOWN ARROW keys to highlight the desired item in the list and TAB out of the field to make your selection.

6) MULTI-SELECT LIST BOXES : Use the UP and DOWN ARROW keys to highlight the desired item in the fist and TAB out of the field to make your selection. You may also use SHIFT + UP and SHIFT + DOWN ARROW to select a fist of contiguous items.

7) ACCELERATOR KEYS : Button accelerator keys are the underlined letter in button names, (e.g. the “D” in Delete and the “t” in Post in the General Ledger Transaction Entry Window.) When a button accelerator key is used, the result is the same as if the mouse had been used to click a button. To use an accelerator key, hold down the ALT key and press the underlined letter, (e.g. ALT + A would activate the Save button in the General Ledger Transaction Entry Window).

8) MENU ACCELERATOR KEYS : Menu accelerator keys are the keys listed to the right of a menu selection, (e.g. CTRL + H for “About this Item” in the Help menu). The menu does not have to be activated to use the accelerator key.

9) LOOKUP BUTTONS: When you are in a field where a lookup window is available (indicated by the lookup icon), pressing CTRL + L will display the lookup window.

ACTIONS WITHOUT KEYBOARD EQUIVALENTS

1) MAKING A TOOLBAR MENU SELECTION : At the current time, there is no keyboard equivalent for using the mouse to select options from the Toolbar.

2) LEAVING A BIG TEXT AREA: A big text area is used for entering large amounts of unstructured text, (e.g. the Notes window). At the current time, you may TAB into a big text area, but you cannot TAB out of it to leave a big text area. You must use the mouse or enter one of the keyboard equivalents which activates a button.

3) LEAVING AN EDITABLE SCROLLING WINDOW: An editable scrolling window is one into which you can enter data (e.g. General Ledger Transaction Entry). A non-editable scrolling window does not allow any data entry (e.g. General Ledger Account Number Lookup). At the current time, you may TAB into an editable scrolling window, but you cannot TAB out of it to leave an editable scrolling window. You must use the mouse or enter one of the keyboard equivalents which activates a button. You may TAB out of a non-editable scrolling window.

4) ZOOMS : At the current time, there is no keyboard equivalent for zooms (the looking glass cursor).

5) MULIT-SELECT LIST BOX : At the current time, there is no keyboard equivalent for CTRL + CLICK (selecting discontinuous items), in the fist.

6) PUSH PINS (in lookup windows): At the current time, there is no keyboard equivalent for using the mouse to “stick” and “unstick” the push pin in a lookup window. You may TAB to the push pin button and then press ENTER to change the status.

7) BROWSE BUTTONS : At the current time, there is no direct keyboard equivalent for using the mouse to click on the browse buttons. You may TAB to these controls and then press ENTER to initiate the action.

8) PASSWORD BUTTONS : At the current time, there is no keyboard equivalent for opening a password window (padlock icon).

9) SHOW/HIDE LINE BUTTONS (scrolling windows): At the current time, there is no keyboard equivalent for changing the number of detail lines shown in a scrolling window.

10) OPENING AN EXPANSION WINDOW: At the current time, there is no keyboard equivalent for opening an expansion window. The “handcuff ” icon next to a prompt indicates the availability of an expansion window.

11) SCROLL BAR THUMB: At the current time, there is no keyboard equivalent for using the mouse to drag the “thumb” in a scrolling window to a new location. (You can use the PAGE UP, PAGE DOWN, etc. buttons as described above to move the display to different records. This capability is different from the thumb that allows access to any portion of the file at once rather than one page at a time.)

FIELD EDITING

The following keys may be used to assist in editing the contents of fields:

LEFT ARROW: Moves the insertion point one character to the left.
RIGHT ARROW: Moves the insertion point one character to the right.
CTRL + LEFT ARROW: moves the insertion point to the beginning of the line.
CTRL+ RIGHT ARROW: moves the insertion point to the end of the line.