MICROSOFT POWER BI How to Make the Best Decision Every Time: Using Data to Manage Your Business How do you make business decisions? Some of us go by gut feel. Some reach out to others in our field—consultants, peers, or experts. And some of us like to look at [...]
Microsoft's Modern Lifecycle Support Policy for Dynamics GP With the October 2019 release of Dynamics GP (version 18.2), Microsoft moved Dynamics GP to its Modern Lifecycle support policy. However, support for Dynamics GP does have an end date. Here’s how the Modern Lifecycle works, how long it will last, and what it means [...]
CASE STUDY Clearview Cancer Institute Clearview Cancer Institute is North Alabama’s leading cancer treatment facility. For over 30 years, the organization has provided leading-edge treatment and compassionate care to those diagnosed with cancer or blood disorders. Clearview offers every service and amenity needed in an outpatient setting, and is dedicated to [...]
Top 5 Advantages of Cloud Accounting Software The cloud is largely responsible for our always-on, always-connected world. And the shift isn’t just in our personal lives. In business, today’s teams want the same level of access to the programs they use for work as they have to their Instagram accounts. Cloud software [...]
Enable or Disable Edit in Excel in Microsoft Dynamics 365 Business Central The 2020 release (wave 1) for Dynamics 365 Business Central introduced a new feature that allows system administrators to disable the Open in Excel and Edit in Excel functionality in the software. You can read Microsoft’s description of the feature here.This [...]
Making the Most of Working from Home: Top Tips & Tools from the Cargas Team Every business is adapting to a new normal. And because there is no playbook for this, many businesses are leaning on each other, collaborating and sharing ideas about how to make it all work. We wanted [...]
5 Things CFOs Love About Sage Intacct Today, more than ever before, executives are looking to CFOs and their finance teams for answers about their businesses. How are we doing this quarter, this month, right now? What will next quarter look like? Next year? What if we make this acquisition? What if [...]
Top 5 Signs You’re Outgrowing QuickBooks If you’re using QuickBooks® small business accounting software and your organization has grown, you may be at the limits of its functionality. Here are the top 5 signs your company is outgrowing QuickBooks. You have limited business insight You’re using workarounds [...]
Microsoft Dynamics 365 CRM Online: Dashboards Can Now Have More Than 6 Components (Maybe) The all-too familiar limit of six components in a dashboard for Dynamics 365 CRM Online has finally changed (we think)! On-premise Dynamics 365 CRM users have been able to add up to 20 components to dashboards by changing [...]
Microsoft Dynamics 365 CRM Unified Interface Business Rules Reopen Closed Activities There is an issue with Business Rules in Microsoft’s new Unified Interface for Dynamics 365 CRM that is not present in the Classic Interface. If you have a Business Rule firing on an activity, it will reopen a completed activity [...]
Problems Aligning 1099 Forms in Microsoft Dynamics 365 Business Central If you’re having trouble aligning your 1099 forms in Microsoft Dynamics 365 Business Central and have already tried to fix it by tweaking the RDLC, check your printer settings. The default 1099-MISC layout in Business Central is correctly aligned for the [...]
Why You Should Switch to Microsoft Dynamics 365 CRM’s Unified Interface In 2018, Microsoft introduced a new user interface for Dynamics 365 CRM called the Unified Interface. Before Unified Interface, the software had separate interfaces for desktop and mobile. These two interfaces looked and acted differently, making for a clunky user [...]
How Do You Rate Your Accounting System? As your business grows and changes, so do your accounting needs. It's essential to regularly audit your accounting system to make sure it's supporting your team. And that it can grow with you over the coming months. Here's a quiz you can use [...]
Microsoft Dynamics 365 CRM Scan Business Card Feature Not Working A nice new addition of the latest Dynamics 365 Sales release is the Scan Business Card feature, which allows you to take a picture of a business card and import the text into Dynamics 365 Sales to create a new Lead [...]
An Introduction to Microsoft Power BI BI or Business Intelligence software helps you collect and analyze the data related to your business so you can make better, more informed strategic decisions. BI tools help you understand your current situation, identify trends, and make future predictions. In this webinar, we give you an overview of [...]
Microsoft Dynamics 365 CRM Classic vs Unified Interface In this video, expert Dynamics 365 CRM consultant Dave Packard walks you through the differences between the Classic Interface and the Unified Interface in Microsoft Dynamics 365 Sales. One of the biggest changes is the new lefthand navigation menu. If you have questions or would like [...]
How Business Software is Priced: ERP, CRM, and Accounting Software Business software like ERP, CRM, and financial management products often come with a hefty price tag. In addition to the cost of the software itself, you’ll also pay to have it set up and configured for your business. Here’s a breakdown of how [...]
Woodfin Heating, Inc. Sees 60% Efficiency Gains with Sage Intacct Accounting Software Customer: Woodfin Heating, Inc. Location: Richmond, VA Solution: Sage Intacct Accounting Software Based in Richmond, Woodfin offers the most diverse range of home services throughout central Virginia. Founded in 1977, the company offers everything [...]
ERP vs. CRM: Which Solution Does My Business Need? It may be easy to see that your company could benefit from a system that streamlines processes. But knowing which type of system—ERP vs. CRM—may not be crystal clear. To some level, ERP and CRM software address similar challenges. But each has [...]
Use a Business Rule to Keep Records from Closing in Microsoft Dynamics 365 CRM Sometimes, you may want a user to fill in a field before closing a record in Dynamics 365 CRM, but the field you want the user to complete is not a required field. That's because it's not needed [...]
How to Assign Default GL Accounts to a Vendor in Microsoft Dynamics 365 Business Central If you’ve used Quickbooks, Dynamics GP, or other similar products, you’re used to assigning default GL accounts to your vendors to speed up purchase invoice processing. While Dynamics 365 Business Central does not have this exact [...]
Three Ways Microsoft Dynamics 365 CRM Delivers Data to Empower Decision Makers Microsoft Dynamics 365 CRM Reporting & Analytics Tools Microsoft Dynamics 365 CRM offers a robust and flexible CRM that allows businesses to build their ideal solution. It can be deployed in the cloud using a software as a service (SaaS) [...]
Best Cloud Accounting Software How Do These Popular Solutions Measure Up? When exploring cloud-based financial software for your business, it can be challenging to get a clear picture of how your options compare to one another. At Cargas, we believe it's vital for you to understand the differences between the leading [...]
Accounting & Financial Technology Trends The accounting profession is different than it was ten or even five years ago. The tasks remain the same, but the way they are done is changing. As tools and technology evolve, they are causing the profession to evolve along with them. [...]
HR Pharmaceuticals, Inc. Manages Mega Amounts of Data with Microsoft Dynamics CRM & Custom Software Customer: HR Pharmaceuticals, Inc. Location: York, PA Solution: Microsoft Dynamics 365 CRM and Custom Sales Acceleration System HR Pharmaceuticals, Inc. (HR®) is a leading supplier of personal care, consumer, and medical supply products. [...]