Author Archives for Nancy Hogan

Publishing SmartList Reports to Excel in Dynamics GP

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Publishing SmartList Reports to Excel in Dynamics GP

- September 24, 2018

Did you know that you have the ability to publish reports to Excel? SmartList reporting has been around since the...

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SQL Updates Made Easy Using Excel

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SQL Updates Made Easy Using Excel

- April 9, 2018

Have you ever setup several inventory items in Dynamics GP and realized after the fact that you have assigned the...

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Microsoft Dynamics GP Refunds Made Easy

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Microsoft Dynamics GP Refunds Made Easy

- December 20, 2017

There’s no need to struggle with processing customer refunds anymore.  Microsoft Dynamics GP includes a module called Refunds that is...

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In-Transit Inventory Transfers Locked

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In-Transit Inventory Transfers Locked

- December 19, 2017

Have you ever had to modify or delete an In-Transit Inventory record that was locked in the editing status or...

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Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part II

Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part II

- October 6, 2017

It’s not enough to get your support team to shift from a mindset of Customer Representative to Customer Advocate/Advisor; you...

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Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part I

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Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part I

- October 5, 2017

Those of us who are Microsoft Dynamics GP support professionals know all too well the pressure to take as many...

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10 Things Microsoft Dynamics GP Users Should Know About SmartLists

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10 Things Microsoft Dynamics GP Users Should Know About SmartLists

- September 21, 2017

Whether you’re new to Microsoft Dynamics GP or have been using the program for a while, you may have found...

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Improving the Customer Experience — Part 3 of 3

Improving the Customer Experience — Part 3 of 3

- April 20, 2017

Improving the Customer Experience part 3:  A Deeper Dive into Total Contact Ownership Providing exceptional customer care requires your Help...

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Improving the Customer Experience — Part 2 of 3

Improving the Customer Experience — Part 2 of 3

- April 18, 2017

Improving the customer experience part 2:  Making your Help Desk a One-Stop Shop Do your customers ever complain they can’t...

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Improving the Customer Experience — Part 1 of 3

Improving the Customer Experience — Part 1 of 3

- April 17, 2017

Improving customer experience part 1:  5 Things to Consider When Creating Help Desk Mission & Vision Statements Providing customers with...

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