Associates

Solutions, Inc.
July 2012 Volume 6, Issue 3

ASI Client Connection

Management Reporter 2012
Haveyouseenit?TheNewManagementReporter2012hasbeenimprovedto makeyouruserexperiencebe er! ManagementReporterisanancialrepor ngsolu onthatisavailableforMicroso DynamicsERPsolu onsincludingDynamicsGPandDynamicsSL.Themost recentrelease,ManagementReporter2012,hassomegreatnewfeaturesthat youllwanttotakeadvantageof.Herearesomeofthehighlights: MissingAccountAnalysishasanewwindow.Averycomprehensivewindow givesyoudierentviewsofwhatismissing.IfyouaddanaccounttoyourChart ofAccounts,ittellsyouwhichreportswillrequirethisaddi on.Thisisagreat featurethatweknowuserswilllove. IfyourealreadyonManagementReporter,upgradingtoManagementReporter 2012iseasy.JustcontactASIandwecanhelpyouout! Forthoseofyous llonFRx,rememberthatitsend-of-lifeisOct9,2012.Start makingplansnowtoensurethatyournancialreportsareconverted.
Inside this issue
CoverStory(cont)....................2 ASIUpdates.....3 Training/EventsSchedule......3 ProductSpotlight........................4 DynamicsCRMCloserLook........5 WhatsNewatMicroso .......5 CRMTips&Tricks.......................6

Jason Leib to run for KS House

Our very own Jason Leib has thrown his hat into the political ring and has announced he is running for the Kansas House of Representatives in the 17th District. This district covers Lenexa, Shawnee and Lake Quivira. Jason has set up a website at www.jasonleib.com where you can learn more about the campaign. Good luck Jason!

Cover Story
Cont. from pg 1
ReportgroupsarenowlistedintheNaviga onpanemakingthemeasiertoaccessandmaintain.Youcan nowaddthatReportGrouptoascheduleandgeneratethesereportsautoma callyatapredened me (likeinthemiddleofthenight). NewRibbonPaneoerseasyaccesstopreviousfunc onsandreallygreatnewfunc ons.Userscanprint andpublishreportsfromtheViewerwitheasilyaccessibleicons.Userscanalsochoosehowtheywantto viewtheirreports. Excel XPS Printer E-mail Chartscanbecreatedfromdatainyourreportsandcopiedintoanotherreport. Inthedrilldownviewer,youcanaddcommentsattheFinancial,AccountorTransac onlevelforinteracverepor ngwithothermanagers.

ASI Updates
ASIs New Website Has Launched!
Weareexcitedtoannouncethatwe havegonelivewithourbrandnewwebsite!Weupdatedourlook,ourcontent andoursocialmediapresence.We hopethissitebecomesaplacethatour customersandprospectscanrelyonto getvaluableinforma on.Hoponthe webandgiveusalookat www.associates-solu ons.com.You canalsoclickontheContactUspage andgiveusyourfeedback.Thissiteis foryouandwedlovetohearfromyou!

Upcoming Training
ASIisproudtoannouncethefollowingTraining Classandseminarschedule.Ifyouareinterested ina ending,pleasecontactJoyMcRaeorChris Jarvisat913-384-9677togetscheduled. July25thSmartlistTrainingWebinar 10:00am-11:00am July31stFRxForecasterOverviewWebinar 10:00am-11:00am Aug1stManagementReporterTraining 8:30am-4:00pm-AssociatesSolu onsoces Aug7thDynamicsGP30Tipsin30Minutes Webinar10:00am-10:30am Aug9thDynamicsCRM2011OverviewWebi nar10:00am-11:00am Aug9thSQLRepor ngServicesforDynamics GPTrainingWebinar10:00am-11:00am Aug14thFieldService/DepotManagement OverviewWebinar10:00am-11:00am Aug15thCRMforAdvancedUsersTraining Webinar10:00am-11:00am Aug28thFieldService/DepotManagement TrainingWebinar10:00am-11:00am(Part1) Aug29thFRxForecasterTrainingWebinar 10:00am-11:00am

Important Product Dates

ServicePack1forDynamicsSL2011isnow available. DynamicsGP10supportends10/9/2012. However,Microso willbepublishingyearendupdatesforcalendaryear2012. DynamicsSL7supportends10/9/2012.However,Microso willbepublishingyear-end updatesforcalendaryear2012. Microso hasannouncedthatmainstream supportforFRxFinancialReporter6.7willend asof10/9/2012coincidingwithGP10andSL7 dates.Extended Supportwillbe availableforall threeproductsun l 10/10/17.

 Product Spotlight PN3POandAPWorkowSolu ons

PN3forPurchaseRequisi onsenablesyoutorapidly implement and deploy electronic expense authorizaon workows congured to adhere to your organiza onsspendingpolicies. Expense control becomes reality when automa on combines transac onal eciency and nancial policies in an integrated system and eciency occurs whenstaareabletoquicklyrequest,authorizeand processexpenditures. PN3forPurchaseRequisi onsplacesprocessalertsin front of the appropriate par cipant at the moment the transac on requires their ac on to advance the ow. Users can quickly generate electronic purchase requests that detail the products and or services they wouldliketoprocure. Usingacustomer-denedprocessow, requisi onsareroutedelectronicallytotheappropriateuser(s)forac on.Userscanquicklyreviewacomprehensivepackageoftheper nentinforma on requisi onform,a acheddocumentsandnotes,priortotakingac on.Automatedremindersensurethat cri calrequisi onsareneveroverlooked. PurchaseOrders Asrequisi onsarefullyapproved,usersarepermi ed toautoma callygenerateaPurchaseOrder fortheapprovedexpenditure. PN3 for Payables Stop relying upon costly, meconsuming paper based workows to manage this cri cal business process. Automa on is the key to reducing your costs and ensuring regulatory compliance. Elimina ng paper and placing process alerts in front of the appropriate par cipant at the moment the process requires their ac on will minimize your costs.PN3forPayablesenablesyoutorapidlyimplement and deploy electronic payment processing workows congured to adhere to your organizaonsspendingpolicies. Users can quickly convert paper invoices to digital imagestofacilitateelectronicdistribu onandling. Using a customer-dened process ow, invoices are automa callyroutedelectronicallytotheappropriate user(s)forac on.Userscanquicklyreviewacomprehensivepackageincludingtheinvoice,a acheddocuments and notes, prior to taking ac on. Automated reminders ensure that me-sensi ve invoices are neveroverlooked. PN3forPayablesmaintainsanelectronichistoryof everytransac onthatcanberetrievedinseconds formingacompleteaudittrailforeachinvoice.

QuotefortheQuarter: Ifyouthinkandfeelwhatyou'resupposedtothinkandfeel, hardenough,it'llcomeoutthroughyoureyesandthecamera willseeit. AndyGrith June1,1926July3,2012

Windows Server 2012 at Release Candidate Stage

Whats New at Microsoft? Microso StoreOpensin KansasCity Microso Store#20openedat theOakParkMallinOverland Park,KS,onJune28,2012.The storefeaturesabroadrangeof so wareandhardwareproducts includingPCs,notebooks,tablets,phones,andXbox,andalso providesservicesincludingsupportandtraining. TheMicroso Storesoera rangeofbestinclasschoicesto tanyonesneedsandbudgets, andcanhelpcustomersand smallbusinessesunderstand howtogetthemostoutoftheir technologyinvestments.We oeraneditedassortmentof best-in-classproducts,including Windows7PCs,tablets,WindowsPhones,KinectforXbox 360,Oce2010andmore.Addi onally,theMicroso Stores oercomplimentary,personalizedset-upsessionswithaMicroso Storeassociate. EachMicroso StorehasaCommunityDevelopmentSpecialist dedicatedtoworkingwithlocal organiza onstoarrangein-store eventsandac vi es. WindowsServer2012capturesMicroso experiencegainedfrombuildingand opera ngpubliccloudstodeliverahighlydynamic,available,andcost-eec ve serverpla ormforyourprivatecloud.Itoersbusinessesandhos ngproviders ascalable,dynamic,andmul tenant-awarecloudinfrastructurethatsecurely connectsacrosspremisesandallowsITtorespondtobusinessneedsfasterand moreeciently.

Windows Server 2012 delivers value in four key ways:

1. Ittakesyoubeyond virtualiza on.WindowsServer2012oersadynamic, mul tenantinfrastructurethatgoesbeyondvirtualiza ontechnologytoprovide acompletepla ormforbuildingaprivatecloud.Goingbeyondvirtualiza on letsyouscaleandsecureworkloads,cost-eec velybuildyourcloud,andmore securelyconnecttocloudservices. 2.Itdeliversthe power of many servers, with the simplicity of one.Windows Server2012oersyouexcellenteconomicsbyprovidinganintegrated,highly available,andeasy-to-managemul ple-serverpla orm. 3.Itopensthedoortoevery app on any cloud.WindowsServer2012isabroad, scalable,andelas cserverpla ormthatgivesyoutheexibilitytobuildand deployapplica onsandwebsiteson-premises,inthecloud,andinahybridenvironment,usingaconsistentsetoftoolsandframeworks. 4.Itenables the modern workstyle.WindowsServer2012empowersITtoprovideuserswithaccesstodataandapplica onsfromvirtuallyanywhere,from anydevice,witharichuserexperiencewhilesimplifyingmanagementand helpingmaintainsecurity,control,andcompliance.

GrandopeningoftheMicroso StoreatOakParkMallonJune28,2012.

CRM Tips and Tricks CRM Tips & Tricks

Dynamics CRM 2011 vs. Salesforce.com
WhendecidingwhichCRMsystemtopurchase,itisimportanttolooknotonlyatthefeatures,func onality,andcostofthesolu on,butalsoorganiza onalt.Thesetfactors includeITpla orm,browserstandardswithinyourcompany,integra onwithe-mailandgeneralsupportability.ThelastthingyouwanttodoisinvestinanewsystemthatyourITsta cantsupportandthatyouremployeesareslowtoadopt. Microso DynamicsCRM2011isbuiltonanIndustryStandardtechnologywhichintegrates withotherMicroso productslikeMicroso DynamicsGP,SharePointandOutlook.Italso usestheMicroso xRMapplica onframeworkwhichprovidesdeveloperswithwidelyused, familiartechnologiesandprogramminglanguagessuchASP.NET,C#andVisualBasic.Developersallovertheworldusethesetechnologiestocreateandmanageavarietyofapplicaons. Incontrast,Salesforce.comisbuiltontheForce.comapplica onframeworkwhichisnotused byanyotherapplica on.Salesforce.comalsousesaproprietarytechnologycalledVisualforce tocreatecustomuserinterfacesandaprogramminglanguagecalledApexforbusinesslogic allofwhichareonlyrelevanttoSalesforce.com.Theserestric onsleadtoacrea onofavery limitedcommunity.Becausenoothersolu onsusethetechnology,Salesforce.commustcreateeachpiecethemselves. Inaddi ontobeingamorecosteec vesolu on thanSalesforce.com,Microso DynamicsCRM 2011alsobroadensyourtechnologyhorizons insteadoflimi ngthem.

ASI Staff News

Congratula onstothe followingASIemployees whowillcelebrateanniversarieswithusthissummer! MikeSco -6Years Ma Winship-6Years ChrisJarvis-6Years LeslieKrekovich-4Years AmyFoster-1Year

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