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Thursday, October 26th at 11:00 am

Register Here!

In May 2016, Microsoft announced the end of investment for additional feature developments in Management Reporter for GP. Numerous community and blog forums have come to refer to this as a "sun setting" of the FRx replacement. Around this same time, Microsoft also announced that they had established a partnership with Jet Reports to develop and release Jet Express for Excel with Dynamics GP. Now hundreds of thousands of Microsoft Dynamics GP users around the world can create data-rich reports within minutes as a result of the free add-on of Jet Express for Excel, in replacement of Management Reporter.

Join Michael Hoffman with Jet Reports to learn exactly what Jet Express offers the Microsoft Dynamics GP community. Attend this webinar and learn:

  • An overview on creating Excel based financial statements
  • A demonstration of Jet Express for Excel and how it differs from Management Reporter (What it can do vs. What it can’t do)
  • How to download and get started today
Answers to questions about training, support, and free templates and more!
If you are making plans to upgrade to GP2018 next year, Microsoft has already released the system requirements for this soon to be released GP version.  

Check It Out Here!

PCI Compliance: What It Is and How to Maintain IT

Payment Card Industry Security Standard Council (PCI SSC) was founded in 2009 by American Express, Discover, JCB International, MasterCard, and Visa Inc. to set, uphold, evolve, and promote the safety of cardholder data through mandatory ...Read more
Check out this Tip of the Day from Dynamics 365 on Relationship Insights and Email Engagement:

Click Here!

Making Time for Training

Time should be viewed as a resource your organization uses carefully, as with any resource.  But many organizations make the mistake of neglecting to set aside the appropriate amount of time for upgrading their most valuable resource...their people. What processes are slowing your organization down? What skills are needed to help streamline time? Insights talks to Diane Walter, author of the book Training on the Job for advice on how to pinpoint your organization’s time wasters and dramatically improve efficiency.

Time should be viewed as a resource your organization uses carefully, as with any resource. Maybe that’s the reason many organizations make the mistake of initially neglecting to set aside the appropriate amount of time for upgrading their most valuable resource...their people. Be it a one-day seminar, an e-course, or a customized onsite training class, any training investment will take time, but it will better your organization and motivate the people working for you.

“Upfront, organizations think ‘We can’t afford to spend all this time on formal training’ but what they don’t realize is that you make up that time so many times over,” says Diane Walter, author of the book, Training on the Job. “You’ll spend a lot less time by investing in formal training rather than the old fashioned way, just hoping your staff will figure it out on their own with a user manual not designed as a training device.”

Walter says that companies can typically cut training time up to 75 percent by developing a formal training plan. “Many companies don’t have any training plans or much of an idea about what exactly their training needs are. Management has to commit to training and a certain amount of time.” So where do you start? Walter, who has served as a training consultant to small and large companies across industries, recommends these steps.

Start by identifying what the time wasters are. Survey your team and conduct team job task analysis. “The fastest and easiest way do this is to ask four or five people of mixed experience levels within a team to participate in a brainstorming session,” says Walter.

What processes are slowing your organization down?
What skills are needed to help streamline time?
What updates are required to keep current?
What are your ultimate business goals and objectives? What skills are you and your employees going to need to get there?

Additionally, says Walter, job task analysis is the best way to get employees to view training as an opportunity to get better at something rather than as an indicator of poor performance.

Organize to get a clear view of what needs to be done. Planning and time management involve looking ahead. Create a project plan to prioritize your organization’s training needs. Take into account the level of difficulty, any software implementation or upgrade plans, and frequency of team use.

How many people require training? Who needs what and when? What type of training is the right fit? Rate these criteria on a chart. Soon, you’ll be on way toward a comprehensive training implementation plan.

Pre-planning will help you budget your training, too. Walter encourages companies to include training development into the annual budget. “Research shows that companies spend about six times more in unplanned on-the-job training,” says Walter. “It’s a little bit here, a little bit there. And it’s not budgeted, time or money.”

Develop maintenance and evaluation plans. “In order to keep your employees trained and up-to-date, you need some kind of system,” says Walter who advises companies to create a training report and evaluation forms. Track who has had what training, employee qualifications and a skills matrix. Have any procedures changed? Make sure staff stays trained consistent with current business procedures.

Training doesn’t have to become a time burden to the participant, co-workers, or your customers. With careful planning, training can become an important measure in ensuring that your organization’s targets – better results, higher quality of work, fewer mistakes, reduced number of crisis situations and greater work satisfaction – are met most efficiently.

Check out this Dynamics GP Fun Fact from Microsoft staffer Pam Misialek: 

Did you know...

Business Analyzer shipped with Dynamics GP 2010.  It's been updated since then and works across many platforms (Apple, Google, Microsoft).

This houses your SQL Reporting Service Reports, Excel reports, and Management Reporter reports outside of Dynamics GP.

Did you know?

For more information on this module contact Ron or Jeff at 407-677-0370.

GPUG Florida (Orlando) Chapter Meeting - Q4 2017

Wednesday, November 22, 2017, 9:00 AM - 1:00 PM ET

GPUG Florida (Orlando) Chapter Meeting

Wednesday, November 22nd 2017, 9:00am-1:00pm

Lunch will be served

  • Welcome & Introductions
  • Chapter Business & User Group News
  • Sponsor Presentation
  • Member Showcase
  • Educational Session
  • Roundtable Discussions & Networking


OneBlood, Inc.
8669 Commodity Dr.
Orlando, 32819


CRMUG Florida (Jacksonville) Chapter Meeting (Nov 2017)

Thursday, November 9, 2017, 8:30 AM - 12:00 PM ET

Join us for the next Florida (Jacksonville) Chapter meeting

We are meeting IN PERSON in Jacksonville at a new temporary location.

Attend this in-person learning and networking opportunity with Dynamics CRM peers in your area. Learn best practices, tips and tricks, and proven results from individual experiences to get the most out of your company's investment. To get the most out of our chapter, we encourage you to attend whichever Florida meeting is closest to you. But if you cannot attend in person, please consider registering for our virtual event, to connect online (preferred) or by phone.


· 8:30 am Breakfast, Registration, & Networking at Local Chapter Sites
· 9:00 am Welcome, Chapter Business, CRMUG News & Events
· 9:15 am Education Session: TBA
· 10:15 am Break
· 10:30 am Education Session: TBA
· 11:30 am Local Roundtable Discussions & Networking

*Agenda and details subject to change.

Audience: All Dynamics CRM users are welcome. Your CRMUG Membership extends to ALL employees at your company, so we encourage you to invite your colleagues and fellow peers. Partner Members are welcome to attend provided they are accompanied by a customer and they can refer to our Code of Conduct for additional guidelines.



4887 Belfort Rd # 201
Jacksonville, FL 32256