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 [...]
Cargas Named One of Bob Scott’s Insights 2019 VAR Stars Lancaster, Pennsylvania – January 17, 2020 – Cargas has been selected as one of Bob Scott’s VAR Stars for 2019. This list honors 100 organizations for their accomplishments in the field of midmarket financial software. Members of the VAR Stars were selected based on [...]
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 [...]
Cargas Named #11 on the List of 100 Best Places to Work in PA Lancaster, Pennsylvania – November 22, 2019 – Cargas, an employee-owned software company with 140 employees, was named #11 on the list of 100 Best Places to Work in PA for 2019 in the medium-sized company category. [...]
Microsoft Dynamics 365 CRM Scan Business Card Demo A new feature in the October 2019 release of Dynamics 365 CRM allows you to take a picture of a business card and import the text into Dynamics 365 Sales to create a new Lead or Contact. Check out how the Scan Business Card feature works [...]
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 [...]
Cargas Named to Sage Intacct’s 2019 President’s Club Lancaster, Pennsylvania – October 24, 2019 – We’re thrilled to announce that Cargas has been named to Sage Intacct’s 2019 President’s Club. Sage Intacct is a leading provider of cloud accounting software, which Cargas sells and implements for its customers. The announcement [...]
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 [...]
Cargas is One of the Top 50 Fastest Growing Companies in Central PA Lancaster, Pennsylvania – September 9, 2019 – Cargas is honored to announce that it has been ranked 38th on the Central Penn Business Journal's 23rd annual list of the Top 50 Fastest Growing Companies in Central Pennsylvania. “We’re [...]
Highland Tank Gives Its Sales Team Remote Access to Critical Sales Data with Microsoft Dynamics 365 CRM Customer: Highland Tank Location: Stoystown, PA Solution: Microsoft Dynamics 365 CRM with Microsoft Applications Stack Highland Tank & Manufacturing Company, Inc., established in 1946, manufactures steel storage tank products [...]
Cargas Named Sage Intacct Partner of the Month for June 2019 Lancaster, Pennsylvania – July 15, 2019 – Cargas is honored to be recognized as the Sage Intacct Partner of the Month for June 2019 by Sage Intacct, the fastest-growing provider of on-demand financial management and accounting software. Cargas provides Sage Intacct [...]
Cargas Named to Accounting Today’s 2019 VAR 100 List Lancaster, Pennsylvania – July 5, 2019 – We’re honored to announce that Cargas has been named to Accounting Today’s 2019 VAR 100 list. The list ranks the top North American value-added resellers of accounting and accounting-related software by revenue. “We’re excited about [...]
Cargas Named to Bob Scott’s Insights Top 100 VARs for 2019 Lancaster, Pennsylvania – June 5, 2019 – We’re honored to announce that Cargas has been named to the Bob Scott’s Insights’ Top 100 VARs (value-added resellers) for 2019. The Top 100 resellers are chosen from organizations specializing in the sale [...]
Introducing Cargas' New Manager of Sales for Sage Intacct Business Unit Lancaster, Pennsylvania – June 4, 2019 – Cargas Systems, an employee-owned software company with 130 employees, is pleased to announce a new management promotion to support future growth in the company’s Sage Intacct business unit. Lauren Schaefer, formerly Sales Team Leader, is [...]
Chip Cargas Receives Lancaster Chamber’s 2019 Exemplar Award Lancaster, Pennsylvania – June 3, 2019 –Last week, Chip Cargas received the 2019 Exemplar Award during the Lancaster Chamber of Commerce’s 147th annual dinner. Each year, the Lancaster Chamber presents the Exemplar Award to a local business or individual who best [...]
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) [...]
Introducing Cargas Energy’s New Director of Consulting Lancaster, Pennsylvania – May 1, 2019 – Cargas Systems, an employee-owned software company with 129 employees, is pleased to announce a new management promotion to support continuing growth in the company’s Cargas Energy business unit. Cory Grimm, formerly the Consulting Manager for the Cargas Energy business [...]