Dynamics 365 for Customer Service - Create lifetime customers

Posted by Tom Rogers on June 12, 2019 in Microsoft CRM

Delivering a personalized customer experience is important for any business. Customers want to know they'll be taken care of, and it's up to every business to communicate that message. With a solution like Dynamics 365, you can empower your agents with artificial intelligence‒derived recommendations to ensure they can act fast, save...

Reasons Clients Attend User Groups - #5 Grow Confidently

Posted by Tom Rogers on May 6, 2019 in Dynamics 365, Dynamics GP, Intacct, Dynamics SL

Reasons Clients Attend User Groups - #4 Time With Intellitec Staff

Posted by Tom Rogers on April 29, 2019 in Dynamics 365, Dynamics GP, Intacct, Dynamics SL

Reasons Clients Attend User Groups - #3 Free Training

Posted by Tom Rogers on April 22, 2019 in Dynamics 365, Dynamics GP, Intacct, Dynamics SL

Reasons Clients Attend User Groups - #2 Learn From Other Users

Posted by Tom Rogers on April 15, 2019 in Dynamics 365, Dynamics GP, Intacct, Dynamics SL

Reasons Clients Attend User Groups - #1 Making Most of Investment

Posted by Tom Rogers on April 4, 2019 in Dynamics 365, Dynamics GP, Intacct, Dynamics SL

Intellitec Solutions has hosted Client User Groups since 2004. Along the way, we have seen many clients benefit from the experience in a variety of ways. As we prepare for our 16th Annual event, we thought we would share the 5 main reasons our clients have told us they benefited from attending. 

7 steps that will ensure a successful accounting software upgrade

Posted by Tom Rogers on March 12, 2019 in Dynamics GP, Dynamics SL

Whether you are implementing a new ERP package or upgrading to a new version, make sure you have a plan in place that lays out the roles of those involved in the project. The key point you will need to be successful are:

Before you customize your ERP, make sure you have a plan in place

Posted by Tom Rogers on March 5, 2019 in Dynamics GP, Dynamics SL

Microsoft Dynamics SL and GP are both great software packages with a lot of functionality right out of the box. In a perfect world, you would not need to do anything beyond install and keep it up to date, and all your business needs would be met. But of course, there will always be situations in which some customization will be...

Hosted ERP is not the same as Cloud ERP

Posted by Tom Rogers on February 26, 2019 in Dynamics 365, Intacct

Most software solutions have an option for a cloud based offering, and certainly that is the case with ERP. But while there is a growing trend to move traditional on premise based ERP software towards a hosted set-up, make sure you do not confuse these with a true cloud based solution like Sage Intacct or Dynamics 365 Business Central.

For CCRC’s – the pressure is on to provide financial information quickly

Posted by Vicki Dash-Slesinski on February 19, 2019 in Long Term Care

In PwC's 21st CEO Survey, it was revealed that, “there are some pressures that healthcare CEOs are feeling more acutely than their peers from other industries. For example, a majority of healthcare CEOs agree that they are facing increased pressure to show business results under shorter timelines, higher than the global average.”

Confused about Microsoft Dynamics 365 Business Central? You’re not alone

Posted by Tom Rogers on February 15, 2019 in Dynamics 365

A lot of attention has been focused on Dynamics 365 Business Central – the fully cloud based ERP solution from Microsoft. The integration to Office 365 and other line of business software make it a great solution for any growing or mid-market business. But users of other Microsoft Dynamics products are often confused as to what...

Why a Demo of Dynamics 365 Business Central may be better than a Trial

Posted by Tom Rogers on February 5, 2019 in Dynamics 365

Many companies today look to 30 day free trails as a way of evaluating software before purchasing. This is certainly true for Microsoft Dynamics 365 Business Central – and with a good reason. Business Central has an intuitive look and feel, so it is very easy to quickly jump right in and see how the functionality works. But if you are...

Does Your Senior Living Facility Have Insights to Essential Data?

Posted by Dave Washabaugh on January 30, 2019 in Long Term Care

In a blog titled “3 Data Insights Every CEO Will Want to See,” PointClickCare (PCC) shared survey findings revealing that the biggest hurdle for executives of CCRCs was having access to more meaningful data that can be used to drive better decision-making across their business. Perhaps, not surprisingly, the most important data...

Why Migrate Your Dynamics ERP to the Cloud?

Posted by Tom Rogers on January 23, 2019 in Dynamics GP, Dynamics SL

Nearly all businesses today utilize cloud based applications for some, if not most of their line of business software. If you are using Dynamics GP or Dynamics SL and have it on your own in-house servers, you probably have considered moving it to some sort of hosted/cloud based environment. This post takes a look at why moving to a...

Senior Living VAR - Make The Most Of It

Posted by Tom Rogers on January 23, 2019 in Long Term Care, Dynamics GP, Intacct, About Intellitec

As a leading provider of General Ledger and ERP solutions for Long Term/Post-Acute Care facilities, Intellitec Solutions has been proud to assist over 450 locations make the best use of their accounting technology. But first and foremost, we see ourselves as a VAR, or Value Added Reseller. In fact, one accolade we always take great...

Dynamics 365 Business Central - Implementation Made Easy

Posted by Amanda Maier on January 3, 2019 in Dynamics 365

Do you feel like you need a new accounting system, but the thought of implementation is daunting?

What's New in Microsoft Dynamics GP 2018 R2

Posted by Paul Morris on January 2, 2019 in Dynamics GP

This past fall Microsoft released Dynamics GP 2018 R2, and it has several great new features that clients have been asking for. Here is some of the key functionality, and what users can expect. 

Dynamics SL Year End - What You Need to Know

Posted by Steve Martin on December 17, 2018 in Dynamics SL

It's that time of year again, when you need to close the year in Dynamics SL. In this post, I am going to go through the different steps that you will want to take, and allow you to compile a good list of what you will want to balance out before you close.To begin, year end is probably a good time for your IT staff to test the back...

Productivity Tools – Why I Love Dynamics 365 Business Central

Posted by Amanda Maier on December 12, 2018 in Dynamics 365

I am all about productivity. I love streamlining tasks in order to not only get more done, but reduce the number of errors throughout a process. There are so many great productivity tools. I’m sure you could think of a few.

Continuing Care Retirement Communities: Controlling Costs through Insightful, Real-Time Reporting

Posted by Mike Bufano on October 8, 2018 in Dynamics 365, Long Term Care, Dynamics GP, Intacct

The Fitch Ratings September 2018 report cast a positive assessment for the continuing care retirement community (CCRC) market over the next year.  In its sunny outlook, Fitch cited that stable entrance-fee collections and robust marketing efforts have contributed to strong operations. The report did warn, however, that “…heightened

Sync Clients and Sales in Microsoft Dynamics 365

Posted by Dana Thomas on July 6, 2018 in Dynamics 365

Businesses using Microsoft Dynamics 365 for Sales can have data sync Dynamics 365 Business Central for order processing and finances. This gives the ability to have access to Sales data from Business Central and

5 Things Distribution Companies Should Do - #5 Business Intelligence

Posted by Tom Rogers on May 22, 2018 in

The past decade has brought extraordinary changes to the way we do business. The internet has matured, mobile devices are part of everyday life, and cloud-based solutions have gone mainstream. New trends, enabled by these fundamental developments, are emerging that will further impact your business. These days, distributors need to

Real World Stories of How Intellitec Delivers Better ERP for LTC - #6

Posted by Tom Rogers on May 1, 2018 in Long Term Care, Dynamics GP

For senior care facilities, delivering a compassionate and attentive level of service in a cost-effective and efficient manner requires the support of a strong technology infrastructure. Intellitec Solutions delivers integrated accounting, clinical and business management solutions without compromising any of the financial power you...

5 Things Distribution Companies Should Do - #4 EDI

Posted by Tom Rogers on April 24, 2018 in

The past decade has brought extraordinary changes to the way we do business. The internet has matured, mobile devices are part of everyday life, and cloud-based solutions have gone mainstream. New trends, enabled by these fundamental developments, are emerging that will further impact your business. These days, distributors need to

4 Critical Things Intellitec & Sage Intacct Deliver for Long Term Care - #4 Grant Management

Posted by Barb TeKolste on April 17, 2018 in Long Term Care, Intacct

In this blog series, we covered how Sage Intacct can help streamline the reporting senior living facilities need to generate. We also discussed how Dimensions can help slice and dice your data to generate those reports, and how Sage Intacct can help our clients control the money that's going

How to Make a Correcting Entry in Dynamics GP

Posted by Paul Morris on April 12, 2018 in Dynamics GP, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Today I'm going to show you how to make a back out and correcting journal entry. Let's say, for example, that you created an entry, and you accidentally posted it to the wrong period. There's a...

Real World Stories of How Intellitec Delivers Better ERP for LTC - #5

Posted by Tom Rogers on April 3, 2018 in Long Term Care, Dynamics GP

For senior care facilities, delivering a compassionate and attentive level of service in a cost-effective and efficient manner requires the support of a strong technology infrastructure. Intellitec Solutions delivers integrated accounting, clinical and business management solutions without compromising any of the financial power you...

5 Things Distribution Companies Should Do - #3 Order Processing

Posted by Tom Rogers on March 27, 2018 in Dynamics GP

The past decade has brought extraordinary changes to the way we do business. The internet has matured, mobile devices are part of everyday life, and cloud-based solutions have gone mainstream. New trends, enabled by these fundamental developments, are emerging that will further impact your business. These days, distributors need to

4 Critical Things Intellitec & Sage Intacct Deliver for Long Term Care - #3 Workflow

Posted by Barb TeKolste on March 20, 2018 in Long Term Care, Intacct

In this blog series, we covered how Sage Intacct can help streamline the reporting senior living facilities need to generate. We also discussed how Dimensions can help slice and dice your data to generate those reports. The next area we would like to discuss is how Sage Intacct can help

Real World Stories of How Intellitec Delivers Better ERP for LTC - #4

Posted by Tom Rogers on March 6, 2018 in Long Term Care, Dynamics GP

For senior care facilities, delivering a compassionate and attentive level of service in a cost-effective and efficient manner requires the support of a strong technology infrastructure. Intellitec Solutions delivers integrated accounting, clinical and business management solutions without compromising any of the financial power you...

5 Things Distribution Companies Should Do - #2 CRM Upgrade

Posted by Tom Rogers on February 27, 2018 in Dynamics GP

The past decade has brought extraordinary changes to the way we do business. The internet has matured, mobile devices are part of everyday life, and cloud-based solutions have gone mainstream. New trends, enabled by these fundamental developments, are emerging that will further impact your business. These days, distributors need to

Issues with Printing in Microsoft Dynamics SL

Posted by Steve Martin on February 27, 2018 in Dynamics SL

Today, we had a client who uses Microsoft Dynamics SL 2015 and Sage Fixed Assets report an issue they are having with printing.  After installing the Sage Fixed Assets update this year, they discovered that all of Dynamics SL printing was not working.  After speaking with Microsoft support, they

Meet Nancy - She Uses Microsoft Dynamics

Posted by Tom Rogers on February 22, 2018 in Dynamics 365, Dynamics GP, General, About Intellitec, Videos, Dynamics SL

4 Critical Things Intellitec & Sage Intacct Deliver for Long Term Care - #2 Dimensions

Posted by Barb TeKolste on February 20, 2018 in Long Term Care, Intacct

In our last blog post in this series, we talked about reporting. Again, reporting is probably the number one reason why facilities are looking for a new ERP system, they want a modern accounting system with modern reporting tools. One of the things we help our clients utilize is a

Create Reports Easily with Sage Intacct

Posted by Vicki Dash-Slesinski on February 19, 2018 in Long Term Care, Intacct, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

A look at how you can configure the report center in Sage Intacct to create reports using Dimensions. This video is a must watch for...

Notes on the Sage Intacct Quarterly Release

Posted by Vicki Dash-Slesinski on February 9, 2018 in Intacct

Sage Intacct has their Quarterly Release scheduled for this evening, Friday February 9th.  Users can click on the Home Page and gain access to the Release Notes and also watch a release video.  Also, they can now log into the Intacct Learning Center and access the Video Tutorials,

Real World Stories of How Intellitec Delivers Better ERP for LTC - #3

Posted by Tom Rogers on February 6, 2018 in Long Term Care, Dynamics GP

For senior care facilities, delivering a compassionate and attentive level of service in a cost-effective and efficient manner requires the support of a strong technology infrastructure. Intellitec Solutions delivers integrated accounting, clinical and business management solutions without compromising any of the financial power you...

Important information W-2's, 1099’s and ACA

Posted by Steve Martin on January 29, 2018 in Dynamics GP, Dynamics SL

Reminder - The filing deadline for 2017 W-2s and 1099 forms (including Form 1099-MISC and electronic filing) is January 31, 2018. This applies to both paper and electronic filing.

If you are required to file Affordable Care Act documents, please note that the deadline has been extended.  You have until March 2, 2018 to

5 Things Distribution Companies Should Do - #1 ERP Upgrade

Posted by Tom Rogers on January 23, 2018 in Dynamics GP

The past decade has brought extraordinary changes to the way we do business. The internet has matured, mobile devices are part of everyday life, and cloud-based solutions have gone mainstream. New trends, enabled by these fundamental developments, are emerging that will further impact your business. These days, distributors need to

4 Critical Things Intellitec & Sage Intacct Deliver for Long Term Care - #1 Reporting

Posted by Barb TeKolste on January 22, 2018 in Long Term Care, Intacct

We have been working in the long term care industry since 2005, and we have over 500 facilities around the country using our services currently. A common thing we see is facilities that come to us after they have been using a solution for 10 years or more and they're not able to

An In-depth Look at Intacct Self Service Reporting & Dashboards

Posted by Vicki Dash-Slesinski on January 22, 2018 in Long Term Care, Intacct, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

You can define an unlimited number of dashboards and assign access based on a user role. We are showing a senior living database this is a senior living designed database that is relevant. Here you can see a number of KPI’s that were designed so...

Quick Tips on Closing the Year in Dynamics SL

Posted by Steve Martin on January 2, 2018 in Dynamics SL

Happy New Years 2018, fellow SL users!

We have had several clients contacting us about Year End updates, specifically Closing 1099 year and Payroll tax updates.

AP – No Year End Updates

AP users: Reminder on how to close 1099 year.

  • Verify ‘current 1099

Real World Stories of How Intellitec Delivers Better ERP for LTC - #2

Posted by Tom Rogers on January 2, 2018 in Long Term Care, Dynamics GP

For senior care facilities, delivering a compassionate and attentive level of service in a cost-effective and efficient manner requires the support of a strong technology infrastructure. Intellitec Solutions delivers integrated accounting, clinical and business management solutions without compromising any of the financial power you...

Real World Stories of How Intellitec Delivers Better ERP for LTC - #1

Posted by Tom Rogers on December 5, 2017 in Long Term Care, Dynamics GP

For senior care facilities, delivering a compassionate and attentive level of service in a cost-effective and efficient manner requires the support of a strong technology infrastructure. Intellitec Solutions delivers integrated accounting, clinical and business management solutions without compromising any of the financial power you...

Microsoft Dynamics GP 2018 Has Been Released

Posted by Tom Rogers on December 1, 2017 in Dynamics GP

Microsoft announced today that Dynamics GP 2018 has been released, on the schedule that Microsoft had promised a couple of months ago. As expected, there are many enhancements from suggestions made by users, which in turn should make for a better user experience.

We are taking a full look at

4 Things to Consider About Cloud ERP

Posted by Tom Rogers on November 29, 2017 in Dynamics GP, Dynamics SL

Many businesses today are looking to move there accounting software from on-premise to a true cloud offering. As a partner that works and supports both on-premise and Saas ERP solutions, we recommend clients keep these 4 points in mind as they evaluate moving to the cloud

  1. The Cost to Switch. Many

A Look at Field Level Security in Dynamics GP

Posted by Cindi Todd on November 17, 2017 in Dynamics GP, Videos

This video will show about field level security in Microsoft Dynamcis GP

Key Set Ups for Creating a EFT Check Run in Dynamics GP

Posted by Mike Bufano on November 15, 2017 in Dynamics GP, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

This video will show how to create a ACH check run in Microsoft Dynamics GP, and how to check the key set ups first

Create a Positive Pay file in Dynamics GP

Posted by Mike Bufano on November 2, 2017 in Dynamics GP, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Producing a postive pay file from Microsoft Dyanmcis GP is easy. After you have printed your check, you can view the totals. This video will show you the steps you then need to follow to print

Dynamics GP Multi-Dimensional Analysis

Posted by John Grebe on November 1, 2017 in Dynamics GP, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

This video will demostrate the capabilities of the multi-dimensional analysis module in Microsoft Dynamics GP 2016. This will allow you to track detailed information on tranasctions without adding addtional accounts to the General Ledger

9 Things QuickBooks Users Should Know About Dynamics 365 - #9 Deferred Revenue

Posted by Tom Rogers on October 24, 2017 in Dynamics 365

More and more QuickBooks users are utilizing Microsoft Office 365 for their email and daily productivity. Many of them are evaluating if a switch to Microsoft Dynamics 365 for Financials is the right move. This series of blog posts looks at the 9 key differences between QuickBooks and Microsoft Dynamics 365.

9)

How to Dispose a Fixed Asset in GP

Posted by Mike Bufano on October 20, 2017 in Dynamics GP, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

This video will show how to dispose of a fixed asset in Microsoft Dynamcis GP

Performing Fixed Asset Depreciation in GP

Posted by Mike Bufano on October 19, 2017 in Dynamics GP, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Performing deprecation in Microsoft Dynamics GP is relatively easy to do. This video shows how to do it from the GP web client

Adding a Fixed Asset from AP

Posted by Mike Bufano on October 18, 2017 in Dynamics GP, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Adding a fixed asset in Microsoft Dyanmcis GP after posting an invoice in accounts payable is a simple task. This video shows how

Adding a New Asset to Dynamics GP

Posted by Mike Bufano on October 17, 2017 in Dynamics GP, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Adding a new asset to Microsoft Dyanmcis GP is easy to do. This video will show you the steps involved with opening the asset card and adding the asset.

9 Things QuickBooks Users Should Know About Dynamics 365 - #8 AR Features

Posted by Tom Rogers on October 17, 2017 in Dynamics 365

More and more QuickBooks users are utilizing Microsoft Office 365 for their email and daily productivity. Many of them are evaluating if a switch to Microsoft Dynamics 365 for Financials is the right move. This series of blog posts looks at the 9 key differences between QuickBooks and Microsoft Dynamics 365.

8)

9 Things QuickBooks Users Should Know About Dynamics 365 - #7 Billing Formats

Posted by Tom Rogers on October 10, 2017 in Dynamics 365

More and more QuickBooks users are utilizing Microsoft Office 365 for their email and daily productivity. Many of them are evaluating if a switch to Microsoft Dynamics 365 for Financials is the right move. This series of blog posts looks at the 9 key differences between QuickBooks and Microsoft Dynamics 365.

7)

What best of breed ERP delivers for Long-Term Care facilities – Accounts Payable

Posted by Tom Rogers on October 9, 2017 in Long Term Care, Dynamics GP, Intacct

Many Long-Term Care facilities prefer to use independent clinical and accounting programs over all-in-one packaged solutions for a number of reasons – more functionality, better reporting and lower costs to name a few. Here are a few things you can gain by going with a best of breed accounting solutions

9 Things QuickBooks Users Should Know About Dynamics 365 - #6 Database

Posted by Tom Rogers on October 3, 2017 in Dynamics 365

More and more QuickBooks users are utilizing Microsoft Office 365 for their email and daily productivity. Many of them are evaluating if a switch to Microsoft Dynamics 365 for Financials is the right move. This series of blog posts looks at the 9 key differences between QuickBooks and Microsoft Dynamics 365.

6)

9 Things QuickBooks Users Should Know About Dynamics 365 - #5 Sync to CRM

Posted by Tom Rogers on September 26, 2017 in Dynamics 365

More and more QuickBooks users are utilizing Microsoft Office 365 for their email and daily productivity. Many of them are evaluating if a switch to Microsoft Dynamics 365 for Financials is the right move. This series of blog posts looks at the 9 key differences between QuickBooks and Microsoft Dynamics 365.

5)

4 Reasons Why Long Term Care Organizations Choose Sage Intacct

Posted by Tom Rogers on September 22, 2017 in Long Term Care, Intacct

The business environment within Long Term Care poses unique challenges to profitability. Overseeing financial performance across multiple departments, facilities and locations requires a level of insight beyond what generic accounting software can deliver. All-in-one LTC packages provide some accounting functionality, but lack the...

The Intellitec Difference

Posted by Tom Rogers on September 20, 2017 in About Intellitec, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

At Intellitec solutions, we’ve been working with ERP and CRM solutions for over 30 years now. But what really sets us apart is what we like to call the Intellitec difference. Now what do we mean...

9 Things QuickBooks Users Should Know About Dynamics 365 - #4 Multi-Currency

Posted by Tom Rogers on September 19, 2017 in Dynamics 365

More and more QuickBooks users are utilizing Microsoft Office 365 for their email and daily productivity. Many of them are evaluating if a switch to Microsoft Dynamics 365 for Financials is the right move. This series of blog posts looks at the 9 key differences between QuickBooks and Microsoft Dynamics 365.

4)

9 Things QuickBooks Users Should Know About Dynamics 365 - #3 Reporting

Posted by Tom Rogers on September 12, 2017 in Dynamics 365

More and more QuickBooks users are utilizing Microsoft Office 365 for their email and daily productivity. Many of them are evaluating if a switch to Microsoft Dynamics 365 for Financials is the right move. This series of blog posts looks at the 9 key differences between QuickBooks and Microsoft Dynamics 365.

3)

What best of breed ERP delivers for Long-Term Care facilities – General Structure

Posted by Tom Rogers on September 9, 2017 in Dynamics 365, Long Term Care, Dynamics GP, Intacct, Dynamics SL

Many Long-Term Care facilities prefer to use independent clinical and accounting programs instead of all-in-one packaged solutions for a number of reasons – more functionality, better reporting and lower costs to name a few. Here are a few things you can gain by going with a best of breed accounting

9 Things QuickBooks Users Should Know About Dynamics 365 - #2 Audit Trails

Posted by Tom Rogers on September 5, 2017 in Dynamics 365

More and more QuickBooks users are utilizing Microsoft Office 365 for their email and daily productivity. Many of them are evaluating if a switch to Microsoft Dynamics 365 for Financials is the right move. This series of blog posts looks at the 9 key differences between QuickBooks and Microsoft Dynamics 365.

2)

9 Things QuickBooks Users Should Know About Dynamics 365 - #1 User Roles

Posted by Tom Rogers on August 29, 2017 in Dynamics 365

More and more QuickBooks users are utilizing Microsoft Office 365 for their email and daily productivity. Many of them are evaluating if a switch to Microsoft Dynamics 365 for Financials is the right move. This series of blog posts looks at the 9 key differences bewteen QuickBooks and Microsoft Dynamics 365.

1)

What Does It Mean To Be a Trusted Cloud ERP Advisor?

Posted by Rick Sommer on August 2, 2017 in General, About Intellitec, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

The cloud offers a great way to have your ERP solution secure, up to date, and easily accessible. But the advantages this delivery method provides does not change the need to have a Trusted ERP...

Editable Grid Feature in Dynamics 365

Posted by Dana Thomas on July 19, 2017 in Dynamics 365, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Submit a Journal Entry for Approval in Dynamics GP

Posted by Mike Bufano on June 30, 2017 in Dynamics GP, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Microsoft Dynamics GP gives you the ability to streamline the approval process for journal entries.

For example, you may have someone...

Why you need a Trusted Cloud ERP Advisor

Posted by Tom Rogers on March 27, 2017 in Dynamics 365, Dynamics GP, Intacct, Dynamics SL

While cloud computing has been the main stream model for many lines of business software, it took a while to catch on for ERP software. And while there are a variety of reasons why that occurred, the fact is most businesses today evaluating new accounting software want to learn about

Advanced Find Views in Microsoft CRM - important issue

Posted by Dana Thomas on March 24, 2017 in Microsoft CRM

We have been seeing an issue in Microsoft Dynamics CRM versions 2011 and 2013 (other versions potentially could be affected).  Users that downloaded the Windows updates that were released by Microsoft on or about March 15th have reported that their list of saved views in advanced find are blank (see example

Email Marketing Best Practices – don’t purchase a list. Ever.

Posted by Tom Rogers on March 21, 2017 in Microsoft CRM, Marketing Automation

If you are a marketer, your inbox is probably inundated on a daily basis with offers for you to purchase distribution lists containing email addresses. These list vendors claim they have people looking for exactly the product or service you sell, all you have to do is purchase the list.

Stuck in the Middle with You – How to Avoid Stuck Batches

Posted by Tom Rogers on March 20, 2017 in Dynamics GP

The following  is a Guest Blog Post written by Rockton Software

Microsoft Dynamics GP users know that posting and other interruptions can occur often - perhaps on a daily basis. If a Batch gets stuck while posting, it is important to understand how to not only get it back

4 ways to find content marketing inspiration

Posted by Tom Rogers on March 10, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

It’s a common dilemma faced by all marketers – you need to create content for a blog post or email newsletter, and you are running short of ideas on what to write. Here are 4 tips on how you can easily create something new.

Ask your co-workers. Often times

4 Reasons Long Term Care Should Go With Best of Breed ERP

Posted by Tom Rogers on March 7, 2017 in Dynamics GP, Intacct

If you are looking at an all-in-one package for your Long Term Care facility, you likely are considering using their financial package as well, since it is integrated right with the clinical side of the software. An alternative, though, is to pick the accounting package that will work best for

5 Tips for Keeping Email Recipients Engaged

Posted by Tom Rogers on February 27, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

Email marketing is an ideal way to keep your clients and prospects aware of your product offerings as well as what is happening in your company. It is a low cost and easy way to communicate your message. The problem is – it is also a low-cost and easy thing

Does your ERP Software qualify for “Throwback Thursday”?

Posted by Tom Rogers on February 23, 2017 in Dynamics 365, Dynamics GP, Intacct, Dynamics SL

Throwback Thursday – if you are not familiar with the term – is a fun game people play in which they look for old images of themselves and post it online. The idea is to have a good natured laugh as you look at how things used to be –

When editing user accounts in CRM/365 you may change more than intended

Posted by Dana Thomas on February 22, 2017 in Dynamics 365

From time to time, you may need to edit or change user accounts in Dynamics CRM/365. This could be because someone has left your company, or you need to swap out a user because of licensing reasons. But before you do so, make sure that the user you are editing

Email marketing – key things to consider

Posted by Tom Rogers on February 17, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

No matter what industry you are in, chances are you engage in some level of email marketing with your clients and prospects. Email marketing is a fast and inexpensive way to get your message out. There are a variety of ways to send bulk email blasts – but no matter

Email personalization – avoid making these common mistakes

Posted by Tom Rogers on February 10, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

Whenever I think of email personalization – the technology used to add personal information into mass email blasts – I always think back to an email I once received asking to speak with me or “any other member of the sales team at {Recipient.contact.parentcustomerid[0]!""}” You read

E-mail Spoofing is on the rise - back up your data

Posted by Tom Rogers on February 9, 2017 in Dynamics GP, Dynamics SL

We have seen an increase in clients reporting they have been receiving sophisticated email scams that pose as legitimate vendors submitting Invoices. While these attacks are viewed primarily as an email "best practices" issue, it also underscores the need for making sure you have a solid plan to back

What is in the Intacct 2017 R1 release?

Posted by Vicki Dash-Slesinski on February 7, 2017 in Intacct

Periodically I like to reach out to remind our clients about how they can stay informed on the upcoming Intacct releases and other useful information. 

When you log into your Intacct account you can click on the Home icon where you will see information about the 2017 Release Calendar and the 2017 Release

4 Content Marketing Mistakes To Avoid

Posted by Tom Rogers on February 6, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

Content marketing – the idea of creating relevant content your customers and prospects will want to consume – is increasingly becoming popular. As marketers look to find ways to capture and engage web visitors, creative content is fast becoming a  top priority. Here are four mistakes to avoid as

ERP Integrated With Clinical for Long Term Care

Posted by Tom Rogers on February 6, 2017 in Long Term Care, Dynamics GP, Intacct, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

You have an EHR package to run the clinical side of your organization. You have an accounting package to run financial side. But if you are sacrificing the financial power you need to stay on an all in one package, or if you don’t have an...

The future of Dynamics GP and Dynamics SL

Posted by Tom Rogers on February 2, 2017 in Dynamics GP, Dynamics SL

Ever since the release of Microsoft Dynamics 365 this past fall, there has been some confusion as to what this means for the traditional Dynamics ERP products. This has led some to speculate that Dynamics GP and Dynamics SL are on their way out. For those of us that have been

4 Tips for bringing sales and marketing together

Posted by Tom Rogers on January 31, 2017 in Dynamics 365, Microsoft CRM, Marketing Automation

There is a scene from the classic movie “Glengarry Glen Ross” in which a salesman played by Jack Lemmon complains that he is not closing business because the leads he is getting are weak. He then gets a dressing down that the leads are not weak – he

If leads go from your website to your CRM – you need CAPTCHA

Posted by Tom Rogers on January 27, 2017 in Marketing Automation

Many businesses have created web forms to allow leads and other contact information to flow directly from their website into their CRM database. The reasons for doing so are obvious – it eliminates duplicate entry, allows for fast routing of leads to the correct salesperson and marketing lists (through automated

Important reminders on 1099’s

Posted by Tom Rogers on January 23, 2017 in Dynamics GP, Dynamics SL

As a reminder, the deadline for issuing your 1099’s and W-2s is this Tuesday, January 31st.  Should you need any help with generating 1099’s or W-2’s, please contact us as soon as possible so that we can accommodate your needs.

If you need to

Does it make sense to move your Dynamics GP to the Cloud?

Posted by Tom Rogers on January 20, 2017 in Dynamics GP

Most businesses using Microsoft Dynamics GP have it installed on their servers. But with the advent of Microsoft Azure, there are many options available now to have Dynamics GP hosted in the cloud. This gives you the benefits of a subscription based model, along with simplified back-ups and increased security.

5 Ways Distributors Can Adapt

Posted by Tom Rogers on January 17, 2017 in Dynamics GP

The cloud has brought tremendous changes to the way distributors do business - and ERP Software is certainly no exception. Decades ago, distribution companies could get by on stacks of paper. The sales team could pull out the Rolodex and call their clients. Forecasting inventory needs was done by looking

3 easy ways to make sure your Dynamics 365 implementation succeeds

Posted by Tom Rogers on January 11, 2017 in Dynamics 365

With all the business considerations you must take into account for a Customer Relationship Management implementation – cost, resources devoted to the project, system down time, etc. – it can be very easy to lose site of the fact that is a  CRM implementation fails, the most likely reason

Order Entry alternatives for Microsoft Dynamics GP

Posted by Tom Rogers on January 9, 2017 in Dynamics 365, Dynamics GP, Microsoft CRM

Microsoft Dynamics GP is a great fit for distributors that wants to have their sales order system work with Inventory and General Ledger. In some cases, though, the Order Entry module itself may not meet a company’s needs. The look-up fields can be burdensome, and involves looking at

5 things to know about Microsoft Dynamics Cloud vs. On-Premise

Posted by Tom Rogers on January 3, 2017 in Dynamics GP, Dynamics SL

Microsoft Dynamics GP and Dynamics SL both have the option to be purchased and placed on your servers, or to be hosted in the cloud. When making the decision to be on-premise or in the cloud, most businesses look at the difference in upfront costs vs. subscription, as well as

Which ERP is better – Stonehenge or Intacct?

Posted by Tom Rogers on December 21, 2016 in Intacct

It’s December 21st, happy Winter Solstice. Today is the day the sun is at its lowest point in the Northern Hemisphere, meaning the sunrise today will line up at just the right spot at Britain’s ancient Stonehenge monument, which is aligned perfectly with the sun angle

New Intacct module helps avoid unexpected cash flow issues

Posted by Vicki Dash-Slesinski on December 19, 2016 in Intacct

Controlling spending is very important in both for-profit companies as well as nonprofit organizations.  Many of our clients develop department, contract, or project budgets as a way of governing cash-flow. The challenge is to control spending to stay within budget without costly manual efforts. Without an automated system

How the combined ERP & CRM in Dynamics 365 drives accurate customer info

Posted by Tom Rogers on December 16, 2016 in Dynamics 365

We have been supporting clients using CRM databases alongside their ERP system for years. One common frustration we have seen clients have is keeping customer information the same in both their CRM and ERP. In many cases, addresses or other data entered into the CRM system was not updated on

What Dynamics CRM customers should know about Dynamics 365

Posted by Tom Rogers on December 8, 2016 in Dynamics 365, Microsoft CRM

On November 1, Microsoft introduced Microsoft Dynamics 365, a new offering that brings together ERP and CRM in one combined package. This has been a goal of Microsoft for a number of years, and plays on the vision of bringing business productivity to the cloud.

One change that has caused some confusion

Year End Promotion for Dynamics GP and Dynamics SL

Posted by Tom Rogers on December 8, 2016 in Dynamics SL

As a way of saying thank you to our Microsoft Dynamics SL and GP clients, Intellitec Solutions is offering a 20% discount on additional user Licenses purchase of 3 or greater. This offer runs from now through the end of the year.

Many of our clients have attended our User Groups and

Employers Have More Time to Provide Information Forms to Covered Individuals

Posted by Sandy Kylliainen on December 6, 2016 in Dynamics GP, Intacct, Dynamics SL

The IRS has issued new guidelines around 1094 and 1095 filings. While there have been no changes to the dates those returns must be filed, they have made changes to dates that employers are required to provide statements to individuals.

The chart below illustrates these changes. This information for reference purposes only,