Archive for the ‘Microsoft Dynamics CRM’ Category

Where to Begin Your Microsoft Dynamics BI Journey

Tuesday, May 14th, 2013

Where to Begin Your Microsoft Dynamics BI JourneyFor Microsoft Dynamics ERP and CRM solution owners with zero business intelligence (BI) investment, today’s options for getting started with business intelligence (BI) and reporting can seem daunting.

There are plenty of high quality BI and reporting solutions designed to integrate easily with Dynamics and the Microsoft stack and take advantage of the latest trends in Big Data, mobile, collaboration, and more. But without well defined, executive-sponsored goals and objectives, an investment in a state-of-the-art BI solution can go nowhere.

So where should a newcomer start in today’s market? According to an article from Microsoft Dynamics World, experts Microsoft and in the Dynamics partner channel tend to agree that first steps toward basic BI and reporting experience should begin with an effort to use the data reporting tools of the Microsoft stack.

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Microsoft Dynamics CRM vs. Microsoft SharePoint

Tuesday, March 26th, 2013

Dynamics CRM vs Sharepoint How do Microsoft SharePoint and Microsoft Dynamics CRM stack up? SharePoint is an enterprise platform for many different information applications and uses. Microsoft Dynamics CRM is also a powerful enterprise application. So, which is most appropriate for your business needs?

When comparing the two applications, it is important to take the strengths of each product into consideration. The strengths will be applicable to your needs. Below we will share the similarities, the strengths, and how they can be deployed together.

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Convergence 2013 Client Appreciation Event

Wednesday, February 27th, 2013

Convergence 2013 Please join us for the premier Microsoft Dynamics® event of the year! Convergence offers a unique opportunity for keeping up-to-date on Microsoft® products and technologies; learning about the future vision and strategy for Microsoft Dynamics products; and networking with peers and industry experts who can help you extend your existing solutions to improve your bottom line.

Convergence 2013 will take place March 18-21, 2013 in New Orleans, LA. Below we will share why you should attend Convergence, as well as information on our Client Appreciation Event.

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Client Success Story: Knoxville Chamber

Tuesday, February 26th, 2013

Knoxville Chamber - LBMC Technologies Client Success StoryThe Knoxville Chamber has served as the voice for businesses in the East Tennessee area for more than 150 years. They partner with a number of organizations to provide expert advice for existing businesses, start-ups, small and large businesses, professionals, and companies who are considering expansion or relocation to the Knoxville area.

With the goal of becoming America’s Best Business Address, the Knoxville Chamber needed an efficient way to help member businesses identify areas of weaknesses and develop corrective action plans to help them grow to the next level.

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HearingPlanet Integrates Microsoft Dynamics CRM with GP – Case Study

Monday, January 7th, 2013

HearingPlant Microsoft Dynamics CRM Case StudyA Microsoft Dynamics customer solution case study is available for download. Below you will find a short summary of how LBMC Technologies worked with HearingPlant to integrate Microsoft Dynamics CRM with Microsoft Dynamics GP. You may download the case study in its entirety here.

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10 New Year’s Resolutions For Your Company

Thursday, December 27th, 2012

LBMC Resolutions With 2012 coming to a close, resolutions for 2013 are being made. How can you manage your infrastructure and techonology investments in 2013? We will share the top ten resolutions for managing and enhancing your company’s infrastructure and technology investments from InterDyn.

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LBMC Technologies Joins InterDyn Partner Group

Monday, December 3rd, 2012

LBMC Technologies Joins InterDyn Partner Group LBMC Technologies, LLC is very proud to announce that we are now part of the very exclusive InterDyn partner group. InterDyn is the leading global partner for Microsoft Business Solutions with over 500 certified professionals in locations around the world. InterDyn is dedicated to the sales, consulting, service and support of all Microsoft Business Solutions including Microsoft Dynamics GP, Dynamics AX, and Dynamics CRM.

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Dynamics CRM Async Table and Routine Maintenance Alert

Tuesday, August 7th, 2012

The Async Operations Table stores completed workflow history.  It can become very large, impacting performance and ability to upgrade. Routine cleanup and CRM 2011 auto remove workflow history is recommended.

CRM 2011 async operations table can still become large if you don’t have the flag enabled to delete workflow history. The good news is the CRM 4.0 Async Cleanup scripts still work. They are available at: http://support.microsoft.com/kb/968520

Make sure you: 1) run the script that creates 3 indexes to speed up the process first, 2) then execute the first script in the KB Article. The difference is HUGE and saves hours.

CRM 2011 also introduced a feature that will automatically remove the workflow from history, just by setting the flag under administration on the actual workflow.  For additional comments from the Microsoft Community, visit this website

Help is just an email away if you need assistance with this or any other maintenance item.

Is Your Product Nearing the End of its Lifecycle?

Monday, August 6th, 2012

If your Dynamics product is nearing the end of its life cycle, it’s time to start planning for the implementation of a later release.  Microsoft continues to release new product innovation on a regular basis, therefore phasing out older versions of their products.  Microsoft Support expiration dates for the following products are provided below:

Maintenance for Dynamics GP 10.0 expires 10/9/2012
Maintenance for Dynamics CRM 4.0 expires 4/9/2013
Maintenance for Dynamics SL 7.0 expires 10/9/2012

It’s critically important that you stay on Microsoft-supported versions of your core business systems.  Advantages are two-fold: one, you will be ensuring the continuity of your business, and two, you will be able to take advantage of the updates Microsoft continually provides for their products.  For example, Dynamics GP clients who will need new 2013 tax table updates can only receive them if they are on a supported product version.

LBMC Technologies is offering a free Dynamics upgrade assessment to any client interested in upgrading to GP 2010, CRM 2011, or SL 2011.  Call Kenneth Sims at 615-309-2473 to schedule your free assessment.

Please keep in mind that Microsoft changed its Annual Maintenance policies in 2011.  Microsoft no longer extends a grace period for the payment of your Annual Maintenance.  Late renewals lose their Protected List Price (PLP) and are subject to a 3% penalty fee per day.  The PLP is used to calculate your maintenance fees depending on the plan you are purchasing.  See the matrix for the current Dynamics GP and SL maintenance plans available for client purchase.

If you lose your PLP the cost of your maintenance could increase dramatically.  You should expect an email and an invoice 90 days before your maintenance plan ends in order to avoid any late fees and to ensure that we receive your payment well before your due date.

Intacct Records Largest Quarterly Bookings in Company’s History

Thursday, July 26th, 2012

We’re excited to help our partner, Intacct, celebrate their huge success!  Intacct announced today that their new bookings have increased by 59% year over year, and its fourth fiscal quarter delivered new bookings growth of 58% over the same quarter last year.  That’s the largest quarterly bookings in the company’s history!

As a member of Intacct’s channel program, LBMC Technologies is proud of the success Intacct is experiencing and looks forward to participating in its continued growth.  Intacct has firmly established itself as the best-in-class provider of cloud financial applications. Intacct offers real-time reporting and business analytics, anytime anywhere access, and powerful automation. In addition, tight integration with Salesforce CRM and other leading business applications, plus superior compliance and audit-ability, provide a strong impetus for companies to upgrade their financial system to Intacct.

As part of our commitment to and confidence in Intacct cloud financials, we recently developed a new software application, IntegraterPlus, that integrates Intacct with Microsoft Dynamics™ CRM.  Read more.

“Growing momentum in the cloud financial applications market continues to put wind in our sails,” said Robert Reid, president and CEO of Intacct. “Intacct’s growth rate remains the envy of the marketplace. New bookings growth from just our third to fourth fiscal quarter alone was 40% – delivering our largest-ever quarter for bookings. Going forward, we see increased opportunity to grab additional market share because of our comprehensive financial solution for mid-market companies.”

For more information, visit our Intacct product page.