Unlock Your GP Data with Power BI Report Pack

Register now for a great CSSI webinar on Nov. 11….

There is a tremendous amount of vital operational data locked away in your GP databases that traditional reporting does not and cannot analyze. Harnessing this underutilized and constantly growing data is absolutely critical to your decision-making process and means the difference between success and failure for your organization.

Webinar Registration: Learn About Power BI Report Pack For GP

Join us for a webinar on Nov 11, 2021 at 11:00 AM EST. Attendance is limited so register now to assure your seat at the Power BI table. After registering, you will receive a confirmation email containing information about joining the webinar.

What is Power BI Report Back For Dynamics GP

The Power BI – Report Pack for Dynamics GP is an affordable Data Analytics and AI reporting product containing 100+ pre-built dashboard reports. These pre-built Dashboard Reports surface all of your GP data spanning GL, AR, AP, Sales, and Revenue Analysis, Inventory, and Purchasing. The Report Pack will give you a real 360-degree view of your entire operation using data analytics and AI enabling your decision makers to make quicker and more data-driven decisions for your organization. There is no other pre-built Power BI solution on the market and CSSI Technologies has this solution.

What is GP’s SmartList Designer?

SmartList Designer is a free, built-in Microsoft GP tool that allows users to create customized lists of data known as SmartLists . You can build custom reports which pull data from multiple tables in GP, or even third-party software products. SmartList Designer is a powerful tool which can help you get the most out of GP.

Listen to our Microsoft GP SmartList Designer Webinar

CSSI is pleased to make available to you a pre-recorded webinar in which we discuss SmartList Designer. We cover such topics:

  • Use the SmartList builder to extract your GP data and view however you need it
  • Create your own SmartLists from scratch
  • Create new SmartLists based on existing lists

Get Help With GP

If you’d like help with getting the report benefits of GPs SmartList Designer, other reporting tools such as SSRS or Crystal Reports, or any other GP feature, please be aware that CSSI offers GP training , GP upgrade support , and consulting and customization for GP. To get help, please contact CSSI.

Interested in learning how to send vendor payments by EFT in Dynamics GP? In this helpful session, you’ll learn about why and how to utilize EFT for paying vendors.

Here are helpful downloads referenced in the webinar:

Why utilize EFT for vendor payments?

  • Save on postage and reduce check-printing and envelope-stuffing time by emailing vendor remittances
  • Vendors appreciate having their payments transmitted directly to their bank accounts
  • Create EFT payment batches in the same way you create check batches
  • GP complies with standard NACHA file formatting

Get Help With GP

CSSI offers GP training, GP upgrade support, and consulting and customization for GP. To get help, please contact CSSI.

Microsoft Dynamics GP – New Features for 2021

As we start off a fresh new year, it’s a great time to update Microsoft Dynamics GP users on on all the new functionality in Dynamics GP for 2021! In this on-demand webinar, GP consultant Deborah Newcomer from CSSI brings you up to date on GP ERP software, discusses each new feature, and takes a look at the road map for this ERP solution. We think that Dynamics GP customers will find this discussion helpful.

Some of the content discussed in this on-demand webinar (Whats new in dynamics GP 2021) includes:

General Updates

Prior GP lifecycle plan: Prior to 2021, Microsoft published fixed dates for end of mainstream support and end of extended support. Please note: if you are running a version of GP which is either beyond or approaching its support end date, it’s time for a GP upgrade: contact CSSI to discuss your options.

GP support dates

New GP Lifecycle policy: Microsoft has committed to releasing 2 or 3 updates per year. You are considered current if you install at least 1 upgrade per year. Keeping current with updates not only gives you access to new functionality such as the features discussed below, it also provides you with bug fixes and patches to keep you secure.

GP New Lifecycle Policy

New GP Features for 2021

The following topics are covered in the webinar recording:

New GP Features – System Manager

  • Why you should periodically run ‘check links’. You can now schedule ‘check links’.
GP Scheduling Check Links
  • Bulk move/remove columns in Smartlist.
GP Bulk move columns in SmartList
  • Screen outputs automatically open in a maximized state.
  • You can now use a Named Printer when printing Word Templates.
GP assign named printers

New GP Features – General Ledger

  • Transaction entry contains new GP user defined fields.
GP - GL - new user defined fields
  • Reconcile financial information – a useful feature when changing fiscal periods.
GP reconcile financial information
  • Transaction entry: Excel copy/paste now uses decimal places assigned to each currency
GP excel copy-paste
  • Payables management – use copy/paste to create payables transactions.
GP copy paste payables transactions

New GP Features – Purchasing

  • Vendor maintenance includes a new DBA field.
GP vendor maintenance new DBA field
  • Vendor maintenance includes a 1099 NEC (non employee compensation) option.
GP 1099 NEC options
  • Payables management setup – vendor map and transaction type new feature.
GP vendor map transaction type

GP New Feature – Inventory

  • Export stock schedules to a spreadsheet, make updates, and import data back into GP. Great workflow improvement for some.
GP stock count schedule update

New GP Features – Sales Order Processing

  • Option to print sales documents, even when sent via email.
GP option to print sales documents even when emailed

New GP Feature – HR

  • Automatically mask Social Security numbers on many HR reports.
GP social security mask

Who is CSSI?

CSSI Technologies is a Microsoft partner with over 20 years of experience as a GP consultant. We provide training, support, and consulting for companies which utilize Dynamics GP ERP software. We believe that Microsoft Dynamics GP users deserve great guidance and support. Wondering if you are receiving great support from your GP provider?

To learn more about how CSSI can assist your business with the GP ERP system, please contact us to get started.

It’s hard to keep up with the big world of add-ons available for Dynamics GP. There are so many productive and time-saving tools out there, it can be impossible to stay abreast of the options. That’s why CSSI presented this special webinar, which is now available for your on-demand viewing. In this recording, the GP team is joined by Kim Peterson of Dynamics Connections, presenting “Rapid-fire: 36 ISVs in 45 minutes”. Kim has an extensive knowledge of the GP ecosystem, and gives you a quick summary of a wide swath of useful add-on products.

Here is the slide deck for the presentation:
The GP add-ons included in the 36 ISVs in 45 Minutes session include:

To learn more about any of the GP add-ons covered in this presentation, click here to contact CSSI.

Imagine if you could have a robust set of interactive, easy-to-distribute, colorful reports and dashboards pulling data from your Microsoft Dynamics GP accounting system? Now you can, courtesy of Power BI and the Power BI Report Pack available through CSSI. See the pre-recorded webinar below for a detailed walk-through of this game-changing product.

Microsoft Power BI is Microsoft’s flagship, Data Analytics, and AI Reporting platform. Using this platform, we have created the Power BI REPORT PACK for Dynamics GP. The REPORT PACK is a suite of 100+ PRE-BUILT, turnkey, interactive dashboard reports for surfacing and analyzing all of your GP data. (GL, AR, AP, Sales Analysis, Forecasting, Budgets, Bank Recon, Inventory, Purchasing, Project Accounting, and Trend Analysis)

* Also features Multi-Year analysis, contrast and comparison.

GP Power BI Report Pack - AR and AP Aging Report

The Report Pack features stunning interactive graphs, actionable Data Insights, AI Analytics, Forecasting (predictive analytics) and drill through detail reports giving you an unprecedented 360-degree view of your data allowing you to make quicker and more informed decisions. You have never seen your data like this before.

GP Power BI Report Pack - GL and Transaction Imbalance Report

Let’s face it – nobody likes doing Expense Reports! But it is a necessary function of today’s increasingly mobile workforce. If you would like to remove the hassle from processing expense reports, check out this on-demand webinar:

In the video, CSSI introduces experts from Gorilla Expense, a GP add-on which is an automated, end-to-end Expense Management solution. In the webinar, we’ll talk about Gorilla Expense and show off features such as:

  • Submitting expense reports with electronic receipts from the mobile app
  • Creating and submitting an expense report on the web
  • Approving the expense report as a manager
  • Sending the data to GP with Gorilla Expense’s unique ‘1-click’ integration

Interested in learning more about Gorilla Expense today? Contact CSSI today to learn how we can take the pain out of expense reports.

The update to GP2018 was released in October of 2019, and we’ve now had time to digest the changes. One of the major (and perhaps confusing) changes is that GP has adopted Microsoft’s ‘Modern Lifecycle Policy’ and will no longer use version numbers. So the official latest version is known as just ‘Dynamics GP’.

For a detailed look at all that’s new in the most recent iteration of GP, please see our on-demand webinar:

Ready to upgrade? Contact CSSI to learn how we can make your upgrade painless.

Does your company spend more than 4-hours a month working on bank or credit card reconciliations? If so, check out this pre-recorded webinar for a GP add-on which will be of interest to you. Watch ‘Automation Made Easy’ and see how Easy e-Bank Rec works symbiotically with Dynamics GP and offers automation, matching, recording bank transactions and reconciling to make month-end less stressful for everyone.

As inventory visibility and accuracy have become critical to your competitiveness as a business, the right WMS (warehouse management system) makes all the difference in supporting your team. As experts in both GP and barcoding/supply chain operations, we built WMS by CSSI to integrate with Dynamics GP, and to run on the latest generation of Android Mobile Devices. It’s a powerful, fast, customizable WMS which your business will love.

Watch the video above for the recording of our Sept. 5 webinar on WMS by CSSI. To learn more about our WMS, please complete the form at right.