 Category :: Software Articles |
Author :: Andrew Karasev  |
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| Article Title :: Microsoft CRM Integration with Microsoft Retail Management System (RMS) – Overview |
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| Microsoft Client Relation Management system (Microsoft CRM) and Microsoft RMS are both Microsoft SQL Server based applications, however historically Microsoft was purchasing industry leading software applications, such as QuickSell which is now Microsoft RMS. So, RMS design fundamentals were minted a long time before Microsoft CRM. But, still integration between the two is straightforward and what you need is consultant, who is familiar with both systems structures and customization scenarios. Microsoft CRM is currently integrated with Microsoft Great Plains and will be integrated with Microsoft Navision in the close future, RMS integration is not planned to our knowledge, so you shoul (read full article) |
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| Category :: Software Articles |
Author :: Andrew Karasev |
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| Article Title :: Microsoft Great Plains: Data Conversion & Migration Scenarios – Overview for Consultant |
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| Microsoft Business Solutions Great Plains serves multiple industries in the US, plus it has strong presence in Latin America, U.K., Australia, Canada, Middle East, South Africa. Great Plains is natural solution for growing company, when small business accounting application, such as QuickBooks, M.Y.O.B, Peachtree, Quicken or others should be replaced with ERP, better positioned to serve mid-size business. With the switch to Microsoft Great Plains you need to decide on data migration and conversion. Let us give you highlights on your options:• Beginning Balances approach. This is the simplest way. What you do is – enter beginning balances in Great Plains General Ledger (GL) (read full article) |
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| Category :: Software Articles |
Author :: Andrew Karasev |
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| Article Title :: Microsoft Great Plains Implementation & Customization: Computer Parts Retailer Example |
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| Microsoft Great Plains fits to majority of horizontals and retail business is good fit as well. We’ll consider the system, consisting from Microsoft Great Plains as Accounting, Inventory Pricing and Microsoft Retail Management System (RMS) Headquarters and Store Operations Manager. In this case you can base web commerce off Great Plains databases and POS automates walk-in retail store. Inventory count might be done from both sides: Great Plains or RMS, depending on the main line – if it is eCommerce – consider Great Plains inventory cycle counting, otherwise in the case of POS – it should be done in MS RMS• eCommerce. If the business is small/mid-size, instead of usin (read full article) |
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| Category :: Software Articles |
Author :: Andrew Karasev |
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| Article Title :: Microsoft Great Plains Accounting/ERP Implementation – Finance Industry Customization Example |
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| Microsoft Business Solutions Great Plains is very generic accounting application out of the box and has multiple modules to address specific horizontal or vertical market requirements. At the same time Great Plains, now being moved on MS SQL Server platform allows you to deploy standard tools to customize and fit to these requirements, when you don’t need rich custom functionality, just few touches. In this small article let’s take a look at finance industry.Bonds and Loans. If you are issuing these documents – you probably already have production system in place. What is often seen – this loans tracking system is not integrated with accounting application. Another ca (read full article) |
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| Category :: Software Articles |
Author :: Andrew Karasev |
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| Article Title :: Microsoft CRM and Great Plains Implementation: Freight Forwarding Business Automation Example |
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| Microsoft Business Solutions offers several ERP applications: Great Plains, Navision, Solomon and its own CRM solution – Microsoft CRM. Targeting to automate all business operations, Microsoft CRM is now integrated with Microsoft Great Plains and in the close future it should have integration with Microsoft Navision. In this small article we’ll show you business automation example, where Microsoft CRM and Great Plains are integrated and customized to fit Freight Forwarding business processes.• CRM. Central Customer and Vendor records place. Assuming you have agents across the USA and internationally – CRM, being web-interface application and so, could be used across the (read full article) |
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| Category :: Software Articles |
Author :: Andrew Karasev |
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| Article Title :: Microsoft Great Plains Customization: Project Organization – International Business Example |
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| Microsoft Business Solutions Great Plains fits to majority of horizontal niches and clientele in the USA, Canada, Mexico, Latin America, U.K., Brazil, South Africa, Australia, New Zealand and Middle East. If you are project organization: Real Estate, Law Firm, Placement Agency with permanent clients, Construction or Freight Forwarding company – you probably use or plan to deploy Project management or Project accounting extension for Microsoft Great Plains. If you have your business in one country – this work relatively simple, however we see clients, involved into international business, when your headquarters is located in the US for example and offices and locations are in Mexico. (read full article) |
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| Category :: Software Articles |
Author :: Andrew Karasev |
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| Article Title :: Microsoft Great Plains implementation: Restaurants Supply Chain Management Example |
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| Microsoft Great Plains serves majority of US based horizontal and vertical markets. Being relatively flexible and customizable – it can fit your specific business requirements with light or deep customization. You can have portion of the system customization done by your in-house developers (such tools as Modifier with VBA, MS SQL Server stored procedures, Crystal Reports do not require unique expertise) and the most critical and difficult part could be subcontracted – especially Great Plains Dexterity. In this small article we would like to give you good example of customization scenarios, where client needs warehouse management, random weight purchasing and by-pond resale to end (read full article) |
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| Category :: Software Articles |
Author :: Cameron Brown |
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| Article Title :: Demand More From Your Lead Tracking Software |
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| An integral part of any quality CRM system is lead tracking software. This is the part of the system that helps you gather customer data from your sales force. The ideal lead tracking software package, however, won’t just tell you where the sales are coming from, but will help generate revenue by pointing sales representative to higher conversion segments of your customer base.Lead tracking software varies in features and capabilities, but most companies require a software package versatile enough to track both in-bound and out-bound sales information while taking into account numerous lead sources. If your current lead tracking software is unable to track lead information fro (read full article) |
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| Category :: Software Articles |
Author :: Andrew Karasev |
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| Article Title :: Microsoft Great Plains Food Processing – Implementation & Customization Highlights |
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| Microsoft Great Plains might be considered as ERP platform to build your own custom solution upon or as the assembly place for the existing modules. Microsoft Great Plains has Inventory Control (IV), Bill of Materials (BM), Manufacturing modules, coming from Microsoft Business Solutions directly, plus it has third party solutions, such as Horizon Light Manufacturing. In Food Processing industry, however the manufacturing itself is so-called process manufacturing, where with variable input you have variable output. It is opposite to discrete manufacturing, where you expect exact number of parts to be assembled into exact number of finished products. In our opinion – you should first (read full article) |
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| Category :: Software Articles |
Author :: Andrew Karasev |
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| Article Title :: Microsoft Great Plains Furniture & Fixtures – Implementation & Customization Highlights |
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| Microsoft Great Plains, former Great Plains Software Dynamics / eEnterprise was introduced in 1993 as first Microsoft Windows and Macintosh based graphical accounting/ERP application for Mid-Size businesses. Considering the history of furniture retailer and custom assembly lines – they showed up on the market about five decades ago and they have automated their business operations with Unix-based businesses in the late 1960th and earlier 1970th. You can find such furniture resale systems as Storis, which is Unidata based application, automating furniture retail outlets. Let’s consider the options.• General Ledger. There is no need to immediate replacement of legacy retail (read full article) |
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