Get Smart with SmartList Builder

New Pricing for Microsoft Dynamics GP SmartList Builder

Did you know SmartList Builder takes the popular Microsoft Dynamics SmartList tool and dramatically increases its power and range?

With the price increase of about 24% for SmartList Builder coming into effect from 1st June to incorporate the new ‘Office Excel Report Builder’, now is the opportune time to enhance your existing Microsoft GP environment before the price changes kick in!

SmartList  Builder allows you to:

  • Link GP tables (including tables from 3rd party products)
  • Create your own custom SmartLists with the information that you want to view and analyse
  • Create GoTos to drill down to a window, open other SmartLists, open websites, and open files

Existing SmartList Builder customers with a current Business Ready Enhancement Plan (BREP) will not be affected by the scheduled price change, but will receive the additional functionality of ‘Office Excel Report Builder’.

If you require further information please contact your Account Manager.


In this issue:


InTouch Dates

New Pricing for Microsoft Dynamics GP SmartList builder

Save Money and Effort with Workplace eProcurement-20% OFF

Business Improvement Awards 2008

Customer In the Spotlight

Best Kept Secret in GP- Business Alerts




Save Money and Effort with Workplace eProcurement

Special Offer - 20% off

You may recall having received an email a few weeks ago concerning our special discount offer of 20% for Workplace eProcurement!

We’re pleased to let you know that the benefits of this fantastic offer are still available. If you don’t currently have Workplace eProcurement, we'd care to remind you that this cost-saving offer is still available on purchases made before the 13th of June.

Customers who already have Workplace Requisition and are interested in purchasing additional modules from the eProcurement suite will receive a 20% discount off the listed price!

Workplace eProcurement provides complete web-based procurement automation including employee desktop requisitioning, flexible email
based approval system, desktop receiving and matching and other capabilities and modules.

Should you require any further information please contact your Account Manager or email your inquiry to microsoftcustomers@pa.com.au

Don’t delay, as this exclusive 20% discount offer concludes 13th June!

    

Book Your Calendars!!

Join us at our next InTouch meeting:

Brisbane
When:   Tuesday, 17th of June 2008
Where:  Conrad Treasury Hotel,
130 William Street
Melbourne
When:    Thursday, 19th of  June 2008
Where:   Professional Advantage
Level 10, 500 Collins Street
Sydney
When:  Thursday, 24th of June 2008
Where: Professional Advantage
Level 16, 124 Walker Street


2008 Business Improvement Awards - registrations already open!

Registrations for the 2008 Business Improvement Awards
are open and you are invited to participate!

Now in its fifth year, the Business Improvement Awards recognise customers' excellence in the execution of Microsoft based projects.

Get rewarded for the investment and effort made in unlocking your system’s potential! So, take the challenge and register today for
your chance to win this highly coveted award and a relaxing holiday
for two to the beautiful Whitsundays. 

To register your interest click here or visit the awards website to check project ideas and for details on last year's award winners.



Customer InTheSpotlight: Ray White Invest                                                         

Improved marketing and sharing of information across the team with Microsoft Dynamics CRM

ABOUT RAY WHITE INVEST

Ray White Invest is the funds management arm of the Ray White group. Its primary function is financing property developments and providing opportunities for investors that wish to invest in property. Since Ray White Invest was founded
in 2001 it has funded 207 developments to the value of $2.6 billion and raised $500 million in investor funds.

CHALLENGE & SOLUTION

Ray White Invest started in 2001 with a small team. At foundation, all its systems and records were in Microsoft Word or Excel. As the business grew, the record keeping functionality allowed by these systems became increasingly inadequate. In early 2007, Mark Halle, Operations Manager for Ray White Invest started to look for a more sophisticated solution and selected Microsoft Dynamics CRM. Ray White Invest started work with Professional Advantage in July 2007, with the implementation completed by December of that year.

BENEFITS

A key success metric for Ray White Invest was acceptance by the team. The existing database was only being used by a couple of team members as it was complex and didn’t truly meet the business requirements. Ray White Invest wanted all team members to use the new system. “We now have all team members using Dynamics CRM. As it can be run out of Outlook, which most people have open all the time, it’s very easy to look up and enter information. The fact that it is a Microsoft product with a familiar look and feel also made it very easy to train people,” said Halle.

Using Dynamics CRM, Ray White Invest is able to generate a variety of reports by investor and by project and finds this has greatly helped its ability to effectively conduct investment marketing including direct mail campaigns.

For more information on Microsoft Dynamics CRM click here or to visit Ray White Invest website click here.

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BEST KEPT SECRET IN MICROSOFT DYNAMICS GP

BUSINESS ALERTS

Your customer has just been put on credit hold by the Finance Department.  Your sales representative for that customer has no
idea that this has just happened.  Normally he/she would have to wait for someone to produce a weekly report to notify them of this occuring. 

Wouldn’t it be great if Microsoft Dynamics GP could notify you by
email when this happens? 

Business Alerts can be used to set up a notification when a set of defined conditions are met. These conditions are defined on a database used by Microsoft Dynamics GP.

Microsoft Dynamics GP has an easy step-by-step wizard for you to
go through this procedure.

Download PDF for step by step instructions click here.

Upcoming Webinars

22nd May  - Microsoft Office SharePoint Server – Search & Document Management
29th May  - Microsoft Office SharePoint Server – WorkFlow and Forums
5th June  -  Microsoft Office SharePoint Server Dashboards, Reports & LOB Integration
24th June  - Year End processing

Visit Customer Domain to Register for the Webinars

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Reminder: Microsoft Dynamics ERP Discount Offer!

We recently announced a promotion to all Microsoft Dynamics GP customers wishing to purchase additional users or modules.

For a limited time customers with the current Business Ready Enhancement Plan (BREP) are entitled to a discount level based
on the length of time they have been using Microsoft Dynamics GP.

This promotion is valid until June 6, 2008.

Should you have any enquires please contact your Account
Manager or email microsoftcustomers@pa.com.au

If you're a current GP or AX customer check out the offer below. How long have you been using Dynamics?

  • 1 year < 2 years - receive a discount of 10%

  • 2 years < 3 years receive a discount of 15%

  • 3 years and over will receive a discount of 20%

 

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