Summit 2017: Learning You Can Take To The Bank

Helping our clients get the most out of their Dynamics GP investment is what we do, and one of the critical pillars in this is through educational opportunities. Based on our experience of going to conferences over the years, we believe the Summit User Group is the top learning opportunity this year. The Summit User Group conference is the best end-user focused event that delivers the latest information on Dynamics GP and Dynamics CRM features and the exciting ways these can optimize your business processes.

With an expected attendance of 2000, the GPUG Summit will be the place where the greatest level of GP expertise will be concentrated for a 3-day learning opportunity. Although the detailed agenda is not yet available, it is safe to say that based on prior years there will be an extensive range of topics such as Business Intelligence, Financials, GP Admin, GP System Admin, Payroll / HR, Reporting, Strategy, Upgrades and more.  And with over 170 total GP sessions, there is something for every type of user including some Canadian specific content!

As many of our clients have users with professional designations, attending GPUG Summit is a great way to achieve professional development credits.  Last year there were 158 CPE (Continuing Professional Education) eligible sessions.

Summit 2017 will be at the Gaylord Opryland Resort in Nashville Tennessee from October 10-13, 2017. Early bird prices are available now until June 29, 2017 and hotel space is always limited.

If you’re looking for a great Dynamics GP and/or CRM learning experience this year, we invite you to join us at the Summit 2017 in Nashville. For more information, go to GPUG Summit 2017 or CRM Summit 2017.

Microsoft Announces GP 2016 R2 Features and the End of Support for GP 2013

A new year has started with Microsoft’s much anticipated communications, announcing key features in the latest Dynamics GP 2016 R2 release.  There are a significant number of new features that will be of interest to many Canadian GP users; however, there are also several new functions that are only relevant to U.S. GP customers.  Here are some of the new features that Canadian GP customers should note:

  • Project Accounting Project Time & Expense timesheet status report
  • Project Accounting Trial Balance Report with distribution line changes reflected on the report
  • Cancel Purchase Order lines when linked to a requisition
  • Reconciled Transaction Maintenance for Bank Reconciliation
  • Safe Pay Check Name Format
  • Display Tax Percentage for Historical Sales Transactions
  • Batch Edited by Another User
  • Link Credit Card Invoices to Original Invoices
  • SmartList Designer Smart Lists available in Advanced Look-Ups
  • SmartList Favorite Protection
  • PowerBI on Web Client home page

This is a very high level summary of the features in Dynamics GP 2016 R2.  For a more comprehensive list and description, just click on Dynamics GP 2016 R2 Application and System Features.  There is also a video you can access here.

The announcement of this feature list which may, in itself, be a strong reason to upgrade. Microsoft has also announced that the taxes / year-end support for Dynamics GP 2013 will end in April 2018.  This deadline provides additional rationale for any GP2013 customers to plan for their upgrade sometime in 2017.

Upgrading Dynamics GP to a more current version is always recommended as it increases functionality, improves efficiency and provides a better user experience.  Current versions will also continue to be supported not only with tax tables, but also with security updates, hotfixes, and patches.

If you are considering the right time to do your GP upgrade, contact us so that we can help you assess your planning requirements and schedule the optimal time to get the upgrade done.

Penny 5.0 is Now Available

Joesoftware is celebrating over a decade of advancing our Penny self-service software by announcing the new release of Penny 5.0. Penny has evolved significantly over this time and we are thrilled to offer Penny 5.0 with some of our most sought after user, management and administrator improvements.

Continuous improvement is an important penny-5-0-blog-cover-wframe
mantra for Joesoftware, and this is nowhere more evident than seen through the evolution of Penny. Customer feedback is at the core of our improvements, with Penny 5.0 being a milestone version that addresses some of the most sought after developments in core areas of timesheets, leave requests, reporting, manager capabilities and enhanced administration. A complete list of the Penny 5.0 enhancements can be found in “What’s New in Penny 5.0”.

Some customers have already completed their upgrade to Penny 5.0 and many others are currently engaged in the process. If your company is ready to do more with your Penny solution, we’re ready to help you get it done!

To book your upgrade, please contact

Summit 2016: Supercharge Your Dynamics Skills

Summit 2016 is the top Dynamics user group conference for GP (GPUG) and CRM (CRMUG).  With Dynamics Convergence now retired, the Summit attendance is expected to jump from 4,100 last year to 6,000 this year.  The focus is on end user education, making this event the perfect opportunity to increase your knowledge of Dynamics GP and/or CRM.

Summit is designed to give users access to Microsoft leadership and credible peer-to-peer knowledge exchange, and to broaden attendee knowledge horizons through keynotes, product roadmaps, focused learning and networking.  The goal is for attendees to gain solutions for everyday challenges and to better plan for larger organizational goals.

Summit 2016 is set for October 11th to October 14th in Tampa, Florida.  Joesoftware is attending the event, so if you plan to be there, please let us know so that we can meet with you.  For more information or to register, please go to GPUG Summit 2016 or CRMUG Summit 2016.  We hope to see you down in sunny Tampa next month.


Marshal at MFOA in Niagara Falls ON

As a result of terrific response to our Marshal solution at the GFOA (Government Finance Officers Association) last May, Joesoftware will be attending the MFOA (Municipal Finance Officers’ Association of Ontario) September 21-23rd in Niagara Falls.

Marshal is an occupational health and safety (OH&S) solution designed for integration to Microsoft environments including Office 365, Dynamics CRM, Dynamics GP, and SQL server databases.  Municipalities have a high priority on improved OH&S management and a need to better comply with regulations. Joesoftware’s Marshal is a cost effective solution that is easy to use for all personnel with OH&S management responsibilities.

With the MFOA theme for this year being “Big Data: Turning Insight Into Action”, Marshal is a highly relevant solution for the event.  We invite you to come and visit us at our booth (#9) and we can share with you some of Marshal features and more importantly, how Marshal can help you meet challenging OH&S requirements.  We look forward to seeing you there!