ISC Software News & Updates

We have 2 new Dynamics GP webinars planned for March and April.
It is FREE to attend and you can register here.
https://www.isc-software.com/events--webinars.html


Controls and Security in Microsoft Dynamics GP
Tue, March 16, 2021 4:00 PM - 4:45 PM 

​See how to improve controls and security in Dynamics GP using a mix of standard and third-party functionality.

• Secure access in Microsoft Dynamics GP using the standard security functions
  • Use Security Informer from the GP Elementz to enforce segregation of duties.
• Control posting and enforce segregation of duties through the use of workflow approvals.
• Reduce errors by taking processing out of the hands of users by using automation.
• Use single sign-on to simplify accessing Microsoft Dynamics GP.
• Use Audit Trails to see who and when setup, master or transactional data was entered, amended or deleted.

Powerful document generation for Dynamics GP
Tue, April 20, 2021 4:00 PM - 4:45 PM 
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Watch in this webinar with a live dox42 demo and we will show you how to design attractive document templates in MS Office and integrate data from MS Dynamics GP and many other data sources such as Microsoft 365, SharePoint or SAP. 

You will also see how to import dynamic tables, pictures ,charts and bar codes and how to generate, store and e-mail your documents from your MS Dynamics application with just one click! 

​SalesHQ provides your customers with secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports – from anywhere, on any device – all in real-time. 
SalesHQ also provides your sales teams with access to all of the above for their assigned customers so they can act and respond faster to service customers. In addition, your sales teams can generate quotes, enter orders, enter invoices and view transactions.
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To help visualise how SalesHQ works, we have created SalesHQ videos covering the following;

• Overview of SalesHQ
• Adding a Prospect
• Changing Images
• Configuration
• Free Trial
• Inventory Lookup
• Invoice Entry
• Manage Customer Accounts
• Manage Salesperson
• Order Entry
• View Transactions
• Price Lookup
• Quote Entry
• Secure Access
• View Account Summary
• View Statements

You can access them all on our Knowledge Base Page

Recently, we were kindly invited by Charlotte based Microsoft partner InterDyn Artis to participate in one of their regular Dynamics webinars.

This webinar covered our GP Elementz range of web portals for Dynamics GP

If you missed the webinar, you can watch the recording here.

SalesHQ allows you to provide customers with self-serve access to their Microsoft Dynamics GP receivables account data such as invoices, statements and transaction reports. This access is available from anywhere, on any device, in real-time.

• Each user is provided with their own log-in credentials.
• A customer master window that includes contact details and recent summarized account information.
• Open and historical customer transactions; sales invoices, payments and returns.
• Search transactions quickly.
• Drill down to reveal full transaction information.
• Save a transaction to pdf or print.
• Export data directly to Excel.
• Customer statements from the last two years.
• Lookup inventory items to check stock availability.
• Lookup prices for items prior to placing an order.
• Raise new sales orders directly through the portal.
• A contact form so they can send information to update.

Read the full article on the azurecurve blog
Watch the SalesHQ Overview video

​SalesHQ provides your customers secure access their Dynamics GP receivables account data such as invoices, statements and transaction reports – from anywhere, on any device – all in real-time. Salespersons can also access this information and related sales reports for customers assigned to them.