The following is a brief look into Microsoft Dynamics CRM 4.0 with Office 2010 beta from accounts online; firstly users require Microsoft Dynamics 4.0 Rollup 8 or above to utilise the Outlook 2010 beta version.
• Microsoft CRM in Outlook 2010 utilises ‘ribbons’ as opposed to tool bars, the ribbons allow users to progress through menus and to their desired location in far fewer clicks than previously.
- Furthermore, these ribbons are fully customisable with the option to build your own quick access tool bar and alter the colour schemes.
• Overall Microsoft Dynamics CRM 4.0 with Outlook 2010 beta offers more concise menus, smooth screen transactions and a clearer and cleaner look. (see screen shot below)
Users experiencing or looking to experience the 2010 beta version of Outlook with Microsoft CRM will notice the option to send a ‘smile’ or a frown’ to Microsoft which allows users to notify aspects they like or aspects they feel improvements could be made; the system sends a snapshot of your screen along with your comments.
Listed below are 3 key features which will be found in Microsoft Outlook 2010;
• The introduction of mail ‘tips’ which alerts the user of any issues with their recipients(s) prior to delivery such as staff currently on annual leave or warning if you are sending to a large mail list.
• The ability to group and collapse email conversations together by subject line
• Linked to the group conversations is the ability to ignore particular conversations.
• Smart art and picture editing from within Outlook to allow conversations to become more attractive and less text based.
Pythagoras Communications has been a successful Microsoft Gold Partner offering leading industry specific solutions since 1997; with offices in Maidenhead (UK) and London (UK) Pythagoras is developing an enviable combination of multi sector industry experience and customisable software innovation since being established.
For more information on Microsoft Dynamics 4.0 or to book a meeting or demonstration speak to one of our experts on 01628 519 000 or email info@pythagoras.co.uk
Wednesday, 28 April 2010
Microsoft Dynamics CRM 4.0 – Rollup 10 update
Pythagoras, a Microsoft Gold Partner and leading UK Microsoft CRM solutions provider outlines some of the main benefits from the 10th edition of Microsoft’s Dynamics CRM rollup’s; released on Thursday April 8th 2010.
Rollup10 for Microsoft Dynamics CRM 4.0 is a cumulative rollup which includes all the fixes for the issues documented in rollup1 through to 9; rollup 10 contains the following hot fixes and updates that need to be enabled or configured manually:
• 981053 A workflow that contains a step to send an e-mail can cause a deadlock when many instances of the workflow execute at the same time in Microsoft Dynamics CRM 4.0
• 981882 You incorrectly receive an error message when you create an appointment for a contact in Microsoft Dynamics CRM 4.0
• 981837 The lookup fields are not updated when you run the Microsoft Dynamics CRM SDK import process to update Microsoft Dynamics CRM 4.0
• 981883 You cannot add the existing contracts or the existing quotes that are in "Active" status to a custom entity in Microsoft Dynamics CRM 4.0
• 981840 The knowledge base article number uses an incorrect format when you create the knowledge base article in Microsoft Dynamics CRM 4.0
Previous rollup hot fixes that are included in rollup 10 along with detailed deployment information and a full list of all the issues resolved for Microsoft Dynamics 4.0 users is available directly from Microsoft http://support.microsoft.com/default.aspx?kbid=979347
Pythagoras Communications has been a successful Microsoft Gold Partner offering leading industry specific solutions since 1997; with offices in Maidenhead (UK) and London (UK) Pythagoras is developing an enviable combination of multi sector industry experience and customisable software innovation since being established.
For more information on Microsoft Dynamics CRM 4.0 or to book a meeting or demonstration speak to one of our experts on 01628 519 000 or email info@pythagoras.co.uk
Rollup10 for Microsoft Dynamics CRM 4.0 is a cumulative rollup which includes all the fixes for the issues documented in rollup1 through to 9; rollup 10 contains the following hot fixes and updates that need to be enabled or configured manually:
• 981053 A workflow that contains a step to send an e-mail can cause a deadlock when many instances of the workflow execute at the same time in Microsoft Dynamics CRM 4.0
• 981882 You incorrectly receive an error message when you create an appointment for a contact in Microsoft Dynamics CRM 4.0
• 981837 The lookup fields are not updated when you run the Microsoft Dynamics CRM SDK import process to update Microsoft Dynamics CRM 4.0
• 981883 You cannot add the existing contracts or the existing quotes that are in "Active" status to a custom entity in Microsoft Dynamics CRM 4.0
• 981840 The knowledge base article number uses an incorrect format when you create the knowledge base article in Microsoft Dynamics CRM 4.0
Previous rollup hot fixes that are included in rollup 10 along with detailed deployment information and a full list of all the issues resolved for Microsoft Dynamics 4.0 users is available directly from Microsoft http://support.microsoft.com/default.aspx?kbid=979347
Pythagoras Communications has been a successful Microsoft Gold Partner offering leading industry specific solutions since 1997; with offices in Maidenhead (UK) and London (UK) Pythagoras is developing an enviable combination of multi sector industry experience and customisable software innovation since being established.
For more information on Microsoft Dynamics CRM 4.0 or to book a meeting or demonstration speak to one of our experts on 01628 519 000 or email info@pythagoras.co.uk
Monday, 26 April 2010
Microsoft CRM for Media
Pythagoras, a leading UK Microsoft Gold Partner today looks at Microsoft CRM for Manufacturing, outlining the key benefits their customised CRM can bring to the Media industry.
Microsoft Dynamics CRM allows Media companies to strive for success by enabling them to better service the needs of their customers, allowing a more effective audience profiling, deeper relationships with advertisers as well as the ability to track complex interactions with client licensees and content providers.
Working as the natural extension of Microsoft Office Outlook, Microsoft CRM 4.0 drives user adoption levels thanks to the familiar user interface; the solution also helps eliminate manual data entry, significantly reducing errors.
Pythagoras outline below the benefits Microsoft CRM 4.0 brings for key areas of Media Organisations:
Advertising
• Improve efficiency and gain more time with clients by automating administrative tasks.
• Repetitive processes such as service requests and order confirmations are vastly improved.
• Greater insights into your client’s advertising needs are gained allowing better, more customised offerings.
Broadcasting
• Maximise cross selling and up selling across formats.
• Support cross channel advertising campaigns.
• Enhanced customer profiling, allowing more effective targeting.
• Track and share information and interactions with content providers.
Publishing
• Deliver better service through a 360 degree view of customers and their needs.
• Improve your ability to negotiate with distributors.
• Profile for and track the typically complex interactions with content licensees.
• Manage interactions with authors, spokespeople and others more efficiently.
Studios / Post Production
• Deliver consistent, high-quality service in all your client interactions.
• Speed up repetitive processes such as service requests and order confirmations, and respond quickly to unforeseen demands.
Founded in 1999 Pythagoras is a company that is experienced in providing Microsoft xRM (Anything Relationship Management) and Microsoft CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras is a Microsoft Dynamics CRM Gold Partner with offices in London, Maidenhead and Manchester.
Microsoft Dynamics CRM allows Media companies to strive for success by enabling them to better service the needs of their customers, allowing a more effective audience profiling, deeper relationships with advertisers as well as the ability to track complex interactions with client licensees and content providers.
Working as the natural extension of Microsoft Office Outlook, Microsoft CRM 4.0 drives user adoption levels thanks to the familiar user interface; the solution also helps eliminate manual data entry, significantly reducing errors.
Pythagoras outline below the benefits Microsoft CRM 4.0 brings for key areas of Media Organisations:
Advertising
• Improve efficiency and gain more time with clients by automating administrative tasks.
• Repetitive processes such as service requests and order confirmations are vastly improved.
• Greater insights into your client’s advertising needs are gained allowing better, more customised offerings.
Broadcasting
• Maximise cross selling and up selling across formats.
• Support cross channel advertising campaigns.
• Enhanced customer profiling, allowing more effective targeting.
• Track and share information and interactions with content providers.
Publishing
• Deliver better service through a 360 degree view of customers and their needs.
• Improve your ability to negotiate with distributors.
• Profile for and track the typically complex interactions with content licensees.
• Manage interactions with authors, spokespeople and others more efficiently.
Studios / Post Production
• Deliver consistent, high-quality service in all your client interactions.
• Speed up repetitive processes such as service requests and order confirmations, and respond quickly to unforeseen demands.
Founded in 1999 Pythagoras is a company that is experienced in providing Microsoft xRM (Anything Relationship Management) and Microsoft CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras is a Microsoft Dynamics CRM Gold Partner with offices in London, Maidenhead and Manchester.
Why upgrade from Sage 100 to Sage 200?
Sage Line 100 customers looking for the next generation software for reasons ranging from their business growth to the plethora of benefits available with Sage 200.
The Sage 200 suite incorporates a next generation accounts package within a wider suite of business management software; integrating information from finance distribution, manufacturing, marketing, service operations and more.
Top Upgrade reasons for a Sage Line 100 customer:
• Look and feel of Sage 200 with true Windows functionality
• The powerful drill downs into the nominal and drill across the relevant areas
• Seamless integration with Excel, furthermore users without an individual Sage licence can access the Business Intelligence within Excel
• The 20 accounting periods offered with the options to run them as open, closed or a mixture
• The ability to create spot and period exchange rates
• A more intuitive, user friendly report design tool
• The ability to analyse performance of cost centres across your business where analysis of budgets versus targets can be viewed graphically
• The ability to take data seamlessly from Sage Line 100
Key benefits:
• Make informed business decisions thanks to the detailed reporting and analysis
• Customisable workspaces provide an efficient way to analyse data and trends from all areas of the business on one screen
• Automatic Microsoft Excel import capabilities
• Business intelligence package allowing the drill down of data and trends
• The powerful modules designed to work seamlessly together, vastly improving efficiency
Pythagoras communications has enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how the Pythagoras approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.
The Sage 200 suite incorporates a next generation accounts package within a wider suite of business management software; integrating information from finance distribution, manufacturing, marketing, service operations and more.
Top Upgrade reasons for a Sage Line 100 customer:
• Look and feel of Sage 200 with true Windows functionality
• The powerful drill downs into the nominal and drill across the relevant areas
• Seamless integration with Excel, furthermore users without an individual Sage licence can access the Business Intelligence within Excel
• The 20 accounting periods offered with the options to run them as open, closed or a mixture
• The ability to create spot and period exchange rates
• A more intuitive, user friendly report design tool
• The ability to analyse performance of cost centres across your business where analysis of budgets versus targets can be viewed graphically
• The ability to take data seamlessly from Sage Line 100
Key benefits:
• Make informed business decisions thanks to the detailed reporting and analysis
• Customisable workspaces provide an efficient way to analyse data and trends from all areas of the business on one screen
• Automatic Microsoft Excel import capabilities
• Business intelligence package allowing the drill down of data and trends
• The powerful modules designed to work seamlessly together, vastly improving efficiency
Pythagoras communications has enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how the Pythagoras approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.
Wednesday, 14 April 2010
10 Key Features of Sage 200 Commercials
Sage 200 commercials adds to the solid foundation of Sage 200 financials, providing ideal business software to companies with complex business processes; easy to implement and excellent for companies experiencing rapid growth as well as Sage Line 50 users looking to upgrade.
As an experienced Sage business partner the UK with over 300 customers Pythagoras highlights below just some key features of Sage 200 Commercials modules.
Sales Order Processing
- Foreign Currency Orders
Sage 200 enables you to receive orders in the appropriate currency in which it was placed. Furthermore exchange rates are controlled by you and are able to be controlled at the order entry and invoice stage.
- Integration
Relevant information such as stock records, customer balances and VAT return is updated throughout the system thanks to the Sales Order Processing modules integration with the Stock, Price Book and Sales Order module.
- Margin and Discount Analysis
The sales margins of sales orders totals and individual items can be viewed by authorised personnel, allowing instant negotiation. Furthermore queries can be quickly answered thanks to the ability of discounts to a particular item being visible.
Purchase Order Processing
- Foreign Currency Orders
Sage 200 gives the ability to place orders in over 100 currencies
- Disputed Invoices
The ability to flag invoices as under dispute means none will go through to the purchase ledger until the dispute has been resolved. The system also allows disputed order reports to be generated.
- Purchasing Control
The system allows only authorised personnel to place orders while recognising and rejecting unexpected or incorrect deliveries.
- Archiving
Sage 200 offers superb archiving of information which allows constantly fast performance; the information is available for viewing and analysis whenever required.
Stock Control
- Traceability
Batch or serial numbered items can store up to 15 pieces of additional information such as inspector references and quality assurance standards. Traceable numbers can also be automatically generated, allowing for greater accuracy and efficiency when entering new batch numbers.
- Sell By and Use By dates
Serial and batch traceable items can have use by and sell by dates associated. Furthermore, traceable stock items can have sell by dates automatically calculated as a number of days, weeks, months or years.
Price Book
- Unlimited prices per item
The unlimited price bands for each item can be utilised as you wish, for example retail price, web price, trade price.
- Import and Export Prices
The ability to import and export .csv or .xml format files allow you to create special promotional price lists and restore the original pricing when needed.
Speak to one of our experts regarding Sage 200 v2010 which will include Sage mobile; due for release this summer.
Pythagoras communications has enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how the Pythagoras approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.
As an experienced Sage business partner the UK with over 300 customers Pythagoras highlights below just some key features of Sage 200 Commercials modules.
Sales Order Processing
- Foreign Currency Orders
Sage 200 enables you to receive orders in the appropriate currency in which it was placed. Furthermore exchange rates are controlled by you and are able to be controlled at the order entry and invoice stage.
- Integration
Relevant information such as stock records, customer balances and VAT return is updated throughout the system thanks to the Sales Order Processing modules integration with the Stock, Price Book and Sales Order module.
- Margin and Discount Analysis
The sales margins of sales orders totals and individual items can be viewed by authorised personnel, allowing instant negotiation. Furthermore queries can be quickly answered thanks to the ability of discounts to a particular item being visible.
Purchase Order Processing
- Foreign Currency Orders
Sage 200 gives the ability to place orders in over 100 currencies
- Disputed Invoices
The ability to flag invoices as under dispute means none will go through to the purchase ledger until the dispute has been resolved. The system also allows disputed order reports to be generated.
- Purchasing Control
The system allows only authorised personnel to place orders while recognising and rejecting unexpected or incorrect deliveries.
- Archiving
Sage 200 offers superb archiving of information which allows constantly fast performance; the information is available for viewing and analysis whenever required.
Stock Control
- Traceability
Batch or serial numbered items can store up to 15 pieces of additional information such as inspector references and quality assurance standards. Traceable numbers can also be automatically generated, allowing for greater accuracy and efficiency when entering new batch numbers.
- Sell By and Use By dates
Serial and batch traceable items can have use by and sell by dates associated. Furthermore, traceable stock items can have sell by dates automatically calculated as a number of days, weeks, months or years.
Price Book
- Unlimited prices per item
The unlimited price bands for each item can be utilised as you wish, for example retail price, web price, trade price.
- Import and Export Prices
The ability to import and export .csv or .xml format files allow you to create special promotional price lists and restore the original pricing when needed.
Speak to one of our experts regarding Sage 200 v2010 which will include Sage mobile; due for release this summer.
Pythagoras communications has enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how the Pythagoras approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.
Thursday, 8 April 2010
Sage 200 v2010 to include Sage 200 Mobile
In the ever more increasingly competitive market Sage has announced their Sage 200 v2010; due for release in June 2010 will include Sage 200 Mobile. The Sage 200 mobile user being those out of the office, travelling or field based who will now be able to access their Sage 200 data from their mobile.
After a survey conducted by Sage identified 60% of Sage 200 customers use Blackberry’s; because of Blackberry’s being the ‘always on’ choice and the superior battery life and protected data thanks to their 128 bit encryption Sage 200 mobile supports data access via the following Blackberry series:
- Blackberry 9000 Series
- Blackberry 8900 Series
- Blackberry 8520 Series
With the initial release of Sage 200 mobile Sage are providing data relevant for four key users of the Sage 200 Suite:
- Managing Director/Owner
- Financial Director
- Sales Representative
- Project Manager
Sage 200 Mobile is designed to allow read only searches for the following:
- Customers
- Customer Transactions
- SOP
- Stock Items
- Suppliers
Furthermore, Sage 200 for Mobile allows views via workspaces, providing a rich and detailed view of different data, meaning specific views for customers are able to be developed meaning users are not limited to what simply comes out of the box as with similar systems.
The standard views available include the following:
- Sales Revenue Position
- Cash Position
- Project Position
- My Sales Summary
In conclusion Sage 200 Mobile allows the following:
- Increased productivity
- A more integrated business
- Empowering the workforce
- Peace of mind
- Greater responsiveness
- Flexibility
Overall the addition of Sage 200 Mobile to Sage 200 v 2010 adds another dimension to the package; further supporting Sages ability to offer flexible and customisable solutions to the business world.
For more information on Sage 200 v2010’s release and other Sage products please contact one of our Sage experts on 01628 519 000 or by emailing info@pythagoras.co.uk.
After a survey conducted by Sage identified 60% of Sage 200 customers use Blackberry’s; because of Blackberry’s being the ‘always on’ choice and the superior battery life and protected data thanks to their 128 bit encryption Sage 200 mobile supports data access via the following Blackberry series:
- Blackberry 9000 Series
- Blackberry 8900 Series
- Blackberry 8520 Series
With the initial release of Sage 200 mobile Sage are providing data relevant for four key users of the Sage 200 Suite:
- Managing Director/Owner
- Financial Director
- Sales Representative
- Project Manager
Sage 200 Mobile is designed to allow read only searches for the following:
- Customers
- Customer Transactions
- SOP
- Stock Items
- Suppliers
Furthermore, Sage 200 for Mobile allows views via workspaces, providing a rich and detailed view of different data, meaning specific views for customers are able to be developed meaning users are not limited to what simply comes out of the box as with similar systems.
The standard views available include the following:
- Sales Revenue Position
- Cash Position
- Project Position
- My Sales Summary
In conclusion Sage 200 Mobile allows the following:
- Increased productivity
- A more integrated business
- Empowering the workforce
- Peace of mind
- Greater responsiveness
- Flexibility
Overall the addition of Sage 200 Mobile to Sage 200 v 2010 adds another dimension to the package; further supporting Sages ability to offer flexible and customisable solutions to the business world.
For more information on Sage 200 v2010’s release and other Sage products please contact one of our Sage experts on 01628 519 000 or by emailing info@pythagoras.co.uk.
A Look at Sage 200 Web Time & Expenses
One of the great benefits of the web is that it can be accessed from virtually any location. So when you trying to manage timesheets and expenses remotely this is a great innovation.
Sage 200 web time and expenses is great add on application for the Sage 200 business suite that is designed so you spend less time tracking and reporting and more time generating revenue. Using a flexible hierarchy customised to the way you work, so it’s easy to track and invoice no matter how complex your projects are. The Sage 200 Web Time & Expenses (WTE) module is linked to the Sage 200 Project Accounting module and allows users to enter and their timesheet and expense claims remotely using a web browser.
What is Sage 200 Web Time and Expenses?
• Sage 200 Web Time & Expense (WTE) is an optional module that you can add to the Sage 200 Project Accounting module.
• Users can enter their time and expenses remotely, via a web interface. The entries will then be synchronised back into Project Accounting for approval and inclusion into a project.
• Entries can be made over an intranet, or securely via the web.
• Cost-effective time and expense recording
• This cost effective module allows your people to enter Time and Expenses only, so you won't need to licence them as full Sage 200 users.
• Only the people who process the timesheets, and anyone who authorises expenses, need to have Sage 200 on their PC
The system can be configured in a number of ways, for example supporting users who enter their timesheets and expenses online (using an internet connection) or through a company intranet. One of the additional benefits of the Sage 200 WTE module is that the user does not require Sage 200 to be installed on their PC to allow the entry of timesheets and expenses.
Sage 200 Web Time and Expenses gives you the flexibility to track your time and expenses in a way that works for you. Rather than forcing you to track your time the way someone else thinks you should, Sage 200 Web time and expenses allows you to model your time tracking the way you do business. It's easy and quick to use, so you can start tracking your time and expenses immediately.
Flexibility
You can add as many users as you like to the WTE module; this is done on a named user basis since each WTE user is a named resource within the Sage 200 Project Accounting module.
If you need to add different people, no problem - either substitute them for existing named people no longer using the system, or add new users.
About Pythagoras
Pythagoras is an experienced business solutions provider for Sage 200 with offices in Maidenhead, London and Manchester. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.
Sage 200 web time and expenses is great add on application for the Sage 200 business suite that is designed so you spend less time tracking and reporting and more time generating revenue. Using a flexible hierarchy customised to the way you work, so it’s easy to track and invoice no matter how complex your projects are. The Sage 200 Web Time & Expenses (WTE) module is linked to the Sage 200 Project Accounting module and allows users to enter and their timesheet and expense claims remotely using a web browser.
What is Sage 200 Web Time and Expenses?
• Sage 200 Web Time & Expense (WTE) is an optional module that you can add to the Sage 200 Project Accounting module.
• Users can enter their time and expenses remotely, via a web interface. The entries will then be synchronised back into Project Accounting for approval and inclusion into a project.
• Entries can be made over an intranet, or securely via the web.
• Cost-effective time and expense recording
• This cost effective module allows your people to enter Time and Expenses only, so you won't need to licence them as full Sage 200 users.
• Only the people who process the timesheets, and anyone who authorises expenses, need to have Sage 200 on their PC
The system can be configured in a number of ways, for example supporting users who enter their timesheets and expenses online (using an internet connection) or through a company intranet. One of the additional benefits of the Sage 200 WTE module is that the user does not require Sage 200 to be installed on their PC to allow the entry of timesheets and expenses.
Sage 200 Web Time and Expenses gives you the flexibility to track your time and expenses in a way that works for you. Rather than forcing you to track your time the way someone else thinks you should, Sage 200 Web time and expenses allows you to model your time tracking the way you do business. It's easy and quick to use, so you can start tracking your time and expenses immediately.
Flexibility
You can add as many users as you like to the WTE module; this is done on a named user basis since each WTE user is a named resource within the Sage 200 Project Accounting module.
If you need to add different people, no problem - either substitute them for existing named people no longer using the system, or add new users.
About Pythagoras
Pythagoras is an experienced business solutions provider for Sage 200 with offices in Maidenhead, London and Manchester. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.
Subscribe to:
Posts (Atom)