You are viewing blog posts for: dynamics-365

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. 

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.

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...

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?

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

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

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Editable Grid Feature in Dynamics 365

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

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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

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

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

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

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

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

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

Import Data to Microsoft Dynamics 365

Posted by Tom Rogers on November 17, 2016 in Dynamics 365

With the November 1st release of Microsoft Dynamics 365, there is a lot of excitement in the market, and a strong desire to take a look at what the functionality will be. Previously, we have discussed what Dynamics 365 is going to be, and what some of the changes are for people

Microsoft Dynamics 365 – what is it?

Posted by Tom Rogers on October 7, 2016 in Dynamics 365

Microsoft Dynamics 365 will soon be released, and is creating a lot of buzz. As a Microsoft Dynamics partner, we have seen previews of the direction the software will take. And while nothing has been finalized – and as such, nothing can be guaranteed to be a feature – it is