Video Interview on a Smart Way to Connect Dynamics CRM with Dynamics GP

Last week at the eXtreme CRM partner event, our very own Abbey Cooper had the opportunity to share, on the CRM Software Blog, about using SmartConnect for integrations with Microsoft Dynamics CRM, GP, Salesforce and more. She mentions a few customer stories, sharing how they used SmartConnect for their GP and CRM integrations. One story includes how a Scribe customer loved SmartConnect so much that they replaced their Scribe software with SmartConnect, resulting in a huge amount of money saved. 

So take a minute to check out the video. You can find the full blog post from the CRM Software Blog here.

Want more information on SmartConnect? Please email us at sales@eonesolutions.com for more information!

Tech Tuesday: How to Add an Extender View to a SmartList

This week's Tech Tuesday article is from our very own support guru, David Youngquist! Dave knows everything there is to know about our software solutions and shares how to add an Extender view to a SmartList.

There are several ways to add Extender data to a SmartList using SmartList Builder, but one method that is often overlooked is creating an Extender view and linking that view using Smartlist Builder. 

Here are the simple steps for adding Extender data to a Smartlist. 

Login to Great Plains as the sa user (only the sa user will have Views as an option)

1.       Click on Views, then click New.

2.       In the Extender View window, give the view a name, and then click the add button. 

3.       Pick “Extender Window” as the type, and pick the Extender window you need to add to the SmartList.

4.       Check off the fields you want to appear in the view.  I would recommend marking all. 

 

 

5.       Click Save on the View. 

6.       Now to go Tools – SmartList Builder – Security – SQL Table Security. 

7.       Checkmark the database you created the view in, and change the type to “Views”.  Place a checkmark in the view that you just created. 

 

 

8.       Hit the OK button to save the security.  

9.       Open up SmartList Builder and open the SmartList you need to add the Extender data to. 

10.    Click on the + button to add a table.  Pick SQL Server Table

11.       Change the list to show “Views”, select your view, and then add it to the SmartList.  Make sure you use a left outer join if you have data in the main table, but there may not be data in the Extender table.  Pick the appropriate key field from the list to link the Extender view to the main table. 

12.       You now will have a SmartList that will display Extender data on it.  

 

 Interested in a demo of Extender or SmartList Builder? Feel free to email sales@eonesolutions.com for more information!

Tech Tuesday: 3 SmartConnect Features You May Not Yet Know About

While in Anaheim this week, I sat down with our Senior Technical Consultant – Chris Hanson – and asked him his top 3 features in SmartConnect that our partners and customers out there may not yet be taking an advantage of. Here are his favorite features:

1.       Multi-lookup:allows users to pull in any fields off a record that exist in CRM. For example, you could default contact info from a parent account.

2.       Multi-data source: allows users to join any data source together in one map. For example, you can have a file with your GL entry information in it and join that to the account master table in GP – so you pull the rest of the account information with it to ensure that each account exists.

3.       New Excel Template Creator: allows you to choose an entity or node and walks you through creating the template with an easy to use wizard. The Excel template creator builds the spreadsheet, vba, and the map for you.  

Do you have 3 top features in SmartConnect that you think the world should hear about? Have 3 features you’d like to see added? Let us know! Email abbey.cooper@eonesolutions.com.

SmartList Builder Partner Webinar Announcement

In light of SmartList Builder returning back to eOne on January 1st, 2014, we will be hosting a free partner webinar discussing the changes partners need to know. This webinar will be held every Friday of 2013 at 10 am CST in order to give our partners a chance to bring up any questions they’ve been brewing up since the transition was announced. We want you to have all the information needed for this to be the smoothest transition possible. Some of the questions we will address:

·         Why the transition?

·         What is SmartList Builder?

·         How will new sales/renewals be handled?

·         What’s the price of SLB?

·         Any promotions?

We will also be concluding with a Q and A so that you can be sure to get all of your questions answered! Again, these sessions are exclusive events for partners only - so don't miss out!

If you’d like to attend, please register on our Events page, or simply email slb@eonesolutions.com and we will pass a WebEx invitation your way.

Is The Grass Greener?

After spending a week down in Tampa at the GP User Group, I came away with two very distinct thoughts. 

1.       Tampa has much better weather than Fargo. 
2.       I am always amazed about the passion of GP customer’s - and how much they love their systems and are always eagerly wanting to learn more about getting the most out of their GP ERP investment. GP users love how configurable GP is and that they can really tailor it to their businesses. 

On the down side - I also spoke to resellers, and read press releases about partners who are starting to pick up and sell other ERP products to complement their GP offering. I have no issue with this at all on the surface, as all businesses need to do what is best for their owners, customers and staff. In fact eOne will be also be looking to expand our product base outside of the pure Microsoft arena. 

I do want to ask the question – is the grass really greener on the other side? GP is still a really good ERP product. I am yet to find anything in the cumulonimbus world that comes close to matching it for functionality, flexibility or even cost of ownership (for what it offers).  

Sure you can go for less functionality for a low monthly price – but how is that going to meet the specific needs of your business? Online solutions by nature have to provide a cookie cutter approach to ERP which comes cheap – but rarely comes clever.The technology that makes it work in the cloud is clever, but the business functionality seems to provide the same approach for all types of business.

I recently spoke to a reseller that is investigating a cloud ERP. The functional consultant loved it because it just did what it did, and was easy to understand. The technical consultant hated it, as he could not make it ‘do anything’ clever. What VAR’s have been doing brilliantly in the GP space for a long time is delivering ‘clever’ solutions that make a real difference in a customer’s business. This ensures happy customers who are happy to pay for the systems and functions that make their business better. 

Now if you are a ‘boring’ partner that still sells GP the way we did 15 years ago, (basically out of the box), then yes you should go to an alternate solution. If you are passionate about being clever and making a real difference - then get deeper into GP and all that it offers by itself and through the ISV community.  

GP is a great tool, the Web client is getting better rapidly, there are many awesome implementers and fantastic add-on’s that make it fit your business better. The team in Fargo are still doing their very best to improve and enhance GP – they are passionate as always.  I sense that Microsoft is starting to realize how good GP really is as well – and are starting to throw some more money and resources GP’s way. 

So before investing heavily on new ERP products – I urge all VAR’s to look at their GP business and decide if they have invested heavily enough in it first. Imagine if you threw $200K in investment into your GP team.  A couple of areas to explore:

1.      Training Up New and Young Consultants in GP: These are the guys wanting to work hard and get ahead by coming up with great ideas and new ways of doing things. 

2.       Presales:

a.   PLEASE invest in presales. Why do you lose a GP deal – it is usually because your presales stinks (now I am being frank). You would never let a sales guy start consulting – but so many people are happy to have a consultant do the presales. That is just silly.Consultants are good trainers – terrible demonstrators.

b.    Give your presales guy a chance and time to investigate new ideas and new products. He or she should be the most creative member of your team – hanging together awesome solutions.

c.    Challenge your presales guy daily.  “Was that your best possible demo?”, “What did you do to make sure we beat Sage, NetSuite, etc”. If they do not have an answer then you need someone new.

d.   If you want help in this space – contact me (martin.olsen@eonesolutions.com). 

3.       ISV’s: Embrace them and love them. Pick the ones that support your expertise, train your people and really go hard and sell plenty of that solution. There are $’s to be made. 

4.       Keep Existing Customers: Letting a customer disappear is criminal. I hear every day “They are not using GP anymore...but we do not know where they went”.WOW. Know your customers, stay close and keep them onboard. Invest money into keeping these customers.
 
5.       Ask Microsoft for Help: Go on. Call and keep calling. Don’t let them hide. Prove that if they help you, you can sell more product for them. They will listen (eventually). 

So let me know how you go. Rather than voting with your feet, see if you can make all the good things that you have, work in your favor.  

Tech Tuesday: Negative Values in SmartList Builder

This week's Tech Tuesday article is from our very own GPUG All Star Nominee, Nicole Albertson!

After spending a week at the GPUG Summit, I wanted to talk about a little known feature in SmartList Builder.  There is a Field Option called Negative Values that allows you to display a field value as negative based on the value of another field that has the field type of drop down list or yes/no.

For example, if you are looking at the Sales Transaction Work, you may want to display the Document Amount as a negative value if the SOP Type is a Return, but as a positive value for any other SOP Type.  The Negative Values option can be used for this.

I have seen many people create a calculated field with a Case statement in it to look at the SOP Type and if it is a Return, to take the Document Amount * -1.  There is a much easier way to do this.

If we take a look at the SmartList Builder setup below, we can see the Document Type field. If we select it and then hit the Field Options button (blue arrow) next to the Display Name, it will open the Set Field Options Window.

In the Set Field Options window, there is a tab called Negative Values.  If we look at the tab, it gives us the option to "Display as negative based on field".  In my example, I will select the Sales Transaction Work table and the SOP Type field.  Then I get the option to select the values I want to use to decide when the Document Amount is going to be displayed as a negative value.  I mark the Return and save the SmartList setup.

Now when I run the SmartList, you can see that the Returns are showing as a Negative and the rest of the SOP Types are positive still.

This can be extremely helpful if your end goal is to export the data to Excel.  As you can see, the data comes into Excel as a negative value, so when I try to do a calculation on it, it is already negative and I don't have to format it as such.

Did you know eOne will be taking SmartList Builder back January 2014? If not or if you have any questions for Nicole or our team regarding SLB please let us know at slb@eonesolutions.com!

Send Your SmartList Builder Feature Requests Our Way!

It has been a great week with our friends here in Tampa, at the GPUG Summit. If you weren't able to make it to the Summit this year, please do consider joining us at Convergence or at next year's Summit in St. Louis, MO.

In Tampa, we've loved hearing about your excitement around SmartList Builder and all it contains - Excel Report Builder, Drill Down Builder, and Navigation List Builder. (It's always fun to have to add 3 rows of chairs to a room already packed with 105 people waiting to learn more about the Builder tools!)

With SmartList Builder coming home to eOne starting January 1st, 2014, we want to make sure you know that now is the time to send in feature requests! Start asking yourself:

1. If there's any change in SmartList Builder that I'd like to see, what would that be?
2. What addition to SmartList Builder would help my daily processes?
3. What SmartList Builder feature could be enhanced or added to save me time?

So, if you have a feature request to send our way, please don't hesitate to let us know! It's easy to do. Just head to our website and enter your request in our forum dedicated to learning more about what customers want!

We look forward to hearing from you!