Dynamics 365 Upgrade Issue – All users now have access to all Business Process Flows I found an issue with the upgrade to Dynamics 365 which specifically causes issues for customers who have multiple business units and multiple business process flows. Each business unit had their own business process flows for their sales [...]
Microsoft Dynamics 365 CRM Advanced Find Basics Part 2 This tutorial walks you through more robust features of the advanced find report in Microsoft Dynamics 365 CRM. Learn how to setup a report across record types that are related. For example looking up customer in the account record that have an open opportunity. [...]
Microsoft Dynamics 365 CRM Advanced Find Basics Part 1 This tutorial walks you through the basics of setting up an advanced find report in Microsoft Dynamics 365 CRM. Learn how to setup a report for accounts, contacts, leads and opportunities as examples and customize the columns in your report. If this video is [...]
Cargas Systems Ranks 34 in the Top 50 Fastest Growing Companies in Central PA Lancaster, Pennsylvania - September 27, 2017 - Cargas Systems, an employee-owned business software company, is proud to announce that it has been ranked 34th on the Central Penn Business Journal’s 21st annual list of the Top 50 [...]
The energy business is tough enough without having to worry about the state of your finances. Fluctuating fuel prices, changing seasonal demands, accounts receivable and payable, cash management—all of these things can make life challenging for your accounting team. Fortunately, Cargas has a solution that brings your daily operations and your accounting processes [...]
Sage Intacct Features That Are a Hit for Sports & Entertainment The professional sports and entertainment industries are perhaps the most dynamic and challenging when it comes to corporate accounting and finance. Seasonal demands, special events, changing rosters, fluctuating ticket sales, concert tours, promotions, and a host of other factors and influences all [...]
Cargas Systems Named to Inc. Magazine’s 36th Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000 Lancaster, Pennsylvania - August 16, 2017 – Inc. magazine today ranked Cargas Systems number 3903 on its 36th annual Inc. 5000, the most prestigious ranking of the nation's fastest-growing private companies. Started in 1982, this prestigious [...]
Intacct: Cloud Accounting Software and Cargas Team Up with the Sports Industry The professional sports industry is like no other when it comes to accounting. It presents unique challenges for sports franchise CFOs and accounting departments struggling to apply accounting principles and address tax regulations. Issues such as accurately apportioning revenue, optimizing franchise [...]
7 Key Advantages Of Custom Software It’s not uncommon for some companies to think of custom software as beyond their reach. Conventional wisdom equates the idea of “custom”—especially in the context of business software—with the word “costly.” That’s a misconception. In fact, because of the advantages custom software offers, it can typically improve [...]
Customer: The Lancaster Stormers Location: Lancaster, PA Solution: Sage Intacct Accounting Software The Lancaster Stormers (formerly the Lancaster Barnstormers) are a professional baseball team in the Atlantic League of Professional Baseball. Based in Lancaster, PA, the team has been playing at Clipper Magazine Stadium since its inaugural season in [...]
Cargas Systems, an employee-owned business software and consulting company with 90 employees, was recently ranked as the #14 Best Place to Work in PA for 2016 in the small-to-medium sized company category. Cargas’ 2016 placement is a 17 spot improvement over their 2015 #31 placement, making them the highest ranked company home-based in Lancaster County. [...]
Cargas Systems, an employee-owned business software and consulting company with 90 employees, was recently named 2016 Business of the Year by the Central Penn Business Journal. Central Penn Business Journal’s Business of the Year award is an elite annual recognition reserved for companies that demonstrate success through growth in revenues or profits, commitment to the [...]
To provide a more versatile and robust suite of offerings to businesses of all sizes, Microsoft has announced its November 1, 2016 launch of “Dynamics 365.” A 100 percent cloud-based business solution, Dynamics 365 combines some of Microsoft’s most effective existing software services along with new technology. According to Microsoft, “These applications unify CRM and [...]
Cargas Systems, an employee-owned business software and consulting company with 90 employees, was recently recognized as the recipient of the Samaritan Counseling Center’s 2016 Ethics in Business Award in the medium-to-large size business category. The Ethics in Business Award is based on five key principles: integrity, fairness & justice, stewardship, life-enhancing and transparency. Award applicants [...]
Nexonia provides the deepest Intacct integrations on the market. Watch a 5-minute demo of Nexonia Expenses for Intacct. Nexonia And Intacct Integration Benefits Over 300 integration settings available, [...]
Conventional Wisdom, Software, and Your Business By Jon Clemens, Vice President of Cargas Systems We use this phrase to refer to commonly held ideas and beliefs that seem like they should be true. It’s - well - conventional. According to Wikipedia (and what better place to find a definition for the term “conventional wisdom”), it [...]
Learn how to setup a basic workflow process in Microsoft Dynamics CRM 2016. In this tutorial we will walk you through the workflow process to create an email notification when an opportunity is reassigned. This can be used for new leads, opportunities or cases. A workflow enables you to create and manage your [...]
MarketSphere Reduces Operating Costs with Sage Intacct Accounting Software Customer: MarketSphere Location: Omaha, NE Solution: Sage Intacct Accounting Software Based in Omaha, Nebraska and with offices in five other states, MarketSphere® started as a consulting business in 2002 specializing in enterprise system advisory and implementation services. As the company grew, [...]
Since CRM 2015 UR1 you have the option to customize the look and feel of your Microsoft CRM system to include your company colors and logos by creating a Theme. To create a new Theme go to SETTINGS > CUSTOMIZATIONS > THEMES. Click on NEW: Give the Theme a name and add the Hex Code [...]
By Joe Campagna with Cargas Systems As a Microsoft Dynamics CRM Consultant, I am frequently getting questions from our CRM customer base on whether current versions of their other Microsoft products are compatible with their current version of Dynamics CRM. It then popped into my head to make it easier on the Cargas CRM customer [...]
Cargas Systems ranked #31 on the 2015 Best Places To Work in PA list for small/medium companies by joint public/private effort of Team Pennsylvania Foundation, the Pennsylvania Department of Community & Economic Development (DCED), the Pennsylvania State Council of SHRM and the Central Penn Business Journal. Companies from across the state entered the two-part process [...]
On Monday, November 2nd, the Central Penn Business Journal honored Chip Cargas as the Entrepreneur of the Year at the 12th annual Business of the Year Awards. The event honors top companies and individual leaders for their outstanding contributions to Central Pennsylvania's business community. Chip Cargas, Founder & CEO Cargas Systems Business Software & Consulting [...]
Microsoft Dynamics CRM 2016, which will be released in the fourth quarter of this year, continues on the journey to deliver Intelligent Customer Engagment to the market – helping companies deliver customer experiences that are personalized, proactive and predictive. The Dynamics CRM 2016 update includes all of the CRM services – CRM, Parature, form Microsoft, [...]
By Dave Packard with Cargas Systems Last night our CRM 2015 Online instance was updated to UR1. When I came in this morning and opened Outlook I had an issue—the CRM buttons were greyed out. I restarted Outlook and still had the same issue, so I checked Windows Update to see if the CRM 2015 [...]
By Dave Packard with Cargas Systems If you use custom security roles in CRM (and who doesn’t) then you may run into this issue when you update to CRM 2015 UR1. One of our users brought this to my attention after our upgrade last night. The user was hitting this permissions error when using Quick [...]