Designing your budget model and budget template

When it Comes to Budgeting, Measure Twice and Cut Once

It makes sense on the plant floor – do your due diligence before irrevocably cutting metal. It applies equally to a set of budget templates. Whether you’re using straight up Excel, an Excel based budget application, or a separate budget application, your budget model is likely to consist of a series of budget templates. And,…
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Shopify Connector Distribution Agreement

Scapta and Velosio Sign Contract for Distribution of Shopify Connector in North America

The agreement between Scapta and Velosio cements a strategic partnership to distribute newly launched Scapta Shopify Connector for Microsoft Dynamics Business Central.  The solution, developed by Belgian company Scapta, will be made available to Shopify stores worldwide, including more than 500,000 in the US market.  COLUMBUS, OH, October 17, 2018 — Shopify provides e-commerce solutions…
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Power BI will Dynamics 365 CRM drillback

Power BI with Dynamics 365 for Sales: Custom URL Linking and Advanced Drill-Back to CRM Records

Technology is evolving and transforming all functions of the organizational ecosystem, and it is imperative businesses execute a plan to implement systems, platforms, and analytics that are resilient and scalable. Microsoft Dynamics 365 (“D365”) Apps, including embedded intelligence and machine learning, are only a few solutions that are having a dramatic and positive impact on…
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Dynamics GP upgrade

What to Expect Before, During, and After Your Dynamics GP Upgrade

Asking questions and seeking reassurance is a natural and healthy response to uncertain or anxiety-inducing situations. We regularly have clients reach out to us about their Microsoft Dynamics GP upgrade with tinges of fear, uncertainty, and doubt creeping into their emails and conference calls. One of my favorite parts of my job is inducing those…
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Budget templates

Budget Templates: Creating Assumption Templates to Optimize Departmental Templates

Previously, I discussed the importance of investing upfront in creating robust budget models to eliminate the need to change the budget template from year to year. By investing the time initially, your end users will only have to enter just two or three drivers into your budget templates and everything else will flow automatically. Your budgeting model should be…
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Dynamics GP SSRS reports

Microsoft Dynamics GP Document Attachments and SSRS Reports

As you may already know, Microsoft Dynamics GP allows the attaching of documents and images to some Master Records and Transactions — this includes Item Numbers in the Inventory module. So, this got me wondering if there was any way an image attached to an Item Number could be used and printed on your Dynamics…
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Fresh food supply chain traceability

How Would your Fresh Food Business Perform in a Product Recall?

It’s still fresh in our minds when, in 2015, Blue Bell Creamery was forced to recall all its products and lose millions of dollars in sales, threatening to end the business and its 100-year history. The first recall was issued on an assortment of items produced at its creameries, due to the discovery of five cases…
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Heavy equipment dealerships

Three Tips to Improving your Heavy Equipment Dealership’s Profitability and Efficiency

With an increasing but more competitive market for heavy equipment, dealerships and rental business like yours are searching for a competitive edge that will improve your business and its bottom line. But how do you accomplish this? Here are three tips to help you improve profitability for your heavy equipment dealership today 1. Improve customer…
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Power BI PPT reporting

Tired of Making the Same PowerPoint Presentation Every Week?

Do you find yourself having to create the same PowerPoint at the end of every quarter, month, or week? When it comes time for the next performance or sales meeting, you collect the current data, then have to update the same presentation with this new data. Or even worse, you may receive this data already…
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