This week’s Tech Tuesday will feature a SmartConnect demo from Chris Hanson, one of our Senior Consultants. Watch as he takes you through the Multi Data Source option, one of the new features in SmartConnect 2013. This video shows a specific example of when and how you might want to use the multi data source to improve your data integrations using SmartConnect. Want to learn more about what SmartConnect 2013 has to offer?
One of the challenges that I been trying to achieve is having my reports graphically designed to show data on “Maps” and that always been the toughest part customers might request. Few days back I been researching with my colleagues on how the “Sales By States” KPI works in Dynamics GP that dynamically pulls the sales of each state on the US map and discovered the “Map” feature in SSRS! We have been able to download the “.shp” file for Jordan map from one of the online free GIS providers and integrated this will SSRS, and then created the following report in SSRS in few minutes, saved this report in SSRS and been able to print this report from GP business analyzer: This article is just to show that this is doable for users to give it a try.
Last week at the eXtreme CRM partner event, our very own Abbey Cooper had the opportunity to share, on the CRM Software Blog, about using SmartConnect for integrations with Microsoft Dynamics CRM, GP, Salesforce and more.
Just finished a little Sales Order cleanup for a customer who had 2 sales orders in the system that were fully invoiced, yet the SO’s didn’t automatically move to History. Turns out that if a quantity on a Sales Order is reduced to zero, or cancelled, prior to invoicing, the SO will not move to History automatically. You have to manually move them using Sales> > Utilities> > Reconcile-Remove Sales Documents . Interesting.
Many events happen to me around the last two weeks of September and first two weeks of October. This year is no different. I moved house on the 19th September and today, 1st October I have received an email from … Continue reading →