​Word and Excel templates in Dynamics CRM allow you to design the layout of a document, like an Account Summary, using the familiar Microsoft Office applications and then replace the data in them with data from Dynamics CRM. This is incredibly useful for creating documents where the look-and-feel is important, but would otherwise have to be repetitively created for, say, every Account.
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However, if you review the steps to create one of these templates, you’ll notice that you have to download a template from CRM after selecting the data you want to include. The template now has the XML Mapping elements you need, but is completely blank. In a lot of cases, that’s fine, but formatting, especially in Word, can be a pain-staking process and it doesn’t always copy-and-paste correctly from your old document into a brand-new one.
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Posted by George Delp
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Microsoft Dynamics 365 has many different components.  It has components that do everything from tracking sales leads to managing projects to good old-fashioned accounting.  That said, Microsoft’s latest take on accounting software is far from old fashioned.  In fact, Microsoft has introduced a game changer with their cloud accounting solution called Dynamics 365 for Financials, Business Edition.

I recently assisted a client who was experiencing 1099 pains after completing an upgrade to Microsoft Dynamics GP 2015 this past year. When reviewing the edit 1099 transaction window and historical AP transactions, the 1099 amounts were all correct. However, upon viewing the 1099 details window along with the edit 1099 amounts report, the amounts were all off. It appears that every 1099 amount prior to upgrading was lost in table PM00204 during the client upgrade.
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As many of you have heard, last year there was a lot of noise surrounding the sunsetting of Management Reporter for Microsoft Dynamics GP.  Jet Express for Great Plains was announced and the rumors ran rapid. Note:  I call them rumors to be nice.  The community was heard loudly and clearly... #GPUG.

Although it’s been a while, nearly a year, a new Cumulative Update for Management Reporter was released just this week!  With GPUG Amplify right around the corner, the timing was great... #GPUGAmplify!
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Microsoft Dynamics GP can help manage your customer credit limits and provide prompts, warnings and visual cues to help mitigate over extended customers.  This is an optional feature (setup details included below).

​Using the customer maintenance window (Cards/Sales/Customer), open the customer and choose the ‘options’ button.  This will open the Customer Maintenance Options window.

N​ote that the customer credit limit can be set to no credit, unlimited, or specific amount.

Have you ever received this message while trying to reconcile your checkbook in Microsoft Dynamics GP - "The difference must be zero before you can reconcile this checkbook"?...  And the difference appears to be zero, all your amounts balance but you still cannot click on the reconcile button?

​The reason for this occurring is that the checkbooks are looking for two decimal places behind each back transaction.
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