GDPR – Subject Access Requests

Worried about how you are going to track Subject Access Requests? With GDPR just around the corner, a lot of businesses will be considering how they are going to record and follow up any subject access or erasure request. We’ve put some thought into this, and we believe it will be difficult to keep on top of especially if you don’t have a dedicated Data Protection Officer (DPO). However, for those of you using Dynamics CRM there is an easy way to tweak the customer service module to record the initial request and ensure all tasks are completed to ensure…

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How Is ClickDimensions Combating GDPR?

How is ClickDimensions combating GDPR?

ClickDimensions product enhancements for GDPR ClickDimensions will be adding key functionality to keep you compliant with GDPR. Read below for a summary of features or Click here for the full PDF release. Support for leads or contacts who have provided prior opt-in consent. ClickDimensions will consider any lead or contact that has previously opted-in and who is currently on a marketing list as being opted-in. What if the lead or contact provided opt-in consent outside of ClickDimensions? Users will be able to use an enhanced list import tool that will allow you to indicate that consent was received and you will…

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Technical Issues

Good Morning and Happy New Year. As we are moving office we are currently experiencing technical difficulties on our phone lines. Please forward all enquiries to support@corefocus.co.uk

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Corefocus Dynamics CRM & Marketing Breakfast Workshop

Today we hosted a workshop featuring Dynamics CRM & Marketing with ClickDimensions. A PDF of our slides can be found here. In this blog, we will go into more detail about how we organised and managed our event using CRM and ClickDimensions. Event Register We chose Eventbrite as our event register. We chose this platform because of its easy to use and intuitive design, this makes it fast to set up a professional event. Eventbrite also provides a variety of features which we found useful such as creating tickets and checking attendees in. Connecting Eventbrite to CRM/ClickDimensions Next, we set…

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Mircrosoft CRM 2011, 2013 and the KB 4013429 Update

Some of our Clients might be aware that over the course of the last month the related fields section inside CRM 2011 and 2013 were not working. This was due to a OTA(Over the air) security patch (KB 4013429), which Microsoft did to stop an exploit. However there was a hidden issue within the update, causing customers who had installed the update to break the display on the related records within CRM 2011 and 2013. This issue was shortly acknowledged by Microsoft with update KB4016446 for Win 7 and Update KB4016635,  KB4016637 for Win 10 both of which directly addressed the issue of CRM…

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Microsoft Dynamics 365 – What Is It?

Microsoft Dynamics 365 – What is it?

What Happened to Dynamics CRM/GP/NAV etc???? Don’t worry, Microsoft hasn’t discontinued your favorite ERP/CRM system, they have just created an umbrella term to compose all of the Dynamics product stack which lends itself to cloud optimization.   Microsoft Dynamics 365 which now encompasses NAV/GP and CRM and will produce an all in one cloud service, which allows people to easily manage small to medium sized businesses. This change is also to move Dynamics to be more in line with Microsoft’s new corporate image. With this change brings clients access to the App source a new product which will be a…

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What Is Dynamics GP 2016 R2?

What is Dynamics GP 2016 R2?

Dynamics GP - the smart choice for any business Focus on Growing Your Business, not Running It Dynamics GP is a complete enterprise resource planning (ERP) solution for small and medium sized businesses. Dynamics GP helps you gain greater control over your financials, inventory, and operations. It’s easy to implement and use and empowers informed decisions that lead to business success. From financials  to manufacturing and operations, Dynamics GP brings people and systems together to support your business ambitions.   Whether you are considering Dynamics GP as your organization’s new business management solution, or are an existing customer looking to…

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Dynamics 365 (Released 2017)

Dynamics 365 (Released 2017)

New Features New Process Designer A New Business Rule – Recommendation Editable Grids Business Process Flow Improvements Microsoft Flow Relevance Search Microsoft Portal New ‘Sort Date’ field on Activity Pointer Roll-up of Child Activities from a custom activity to a Parent New App Designer and Sitemap Designer New Actions available in Workflows Sorting on Activity Walls The New Process Designer (Visual Process Designer) Microsoft has added a drag and drop user interface which should make creating and designing a process much easier For more on the New process Designer https://community.dynamics.com/crm/b/sonomapartners/archive/2016/12/08/dynamics-365-visual-process-designer Microsoft Flow will improve our Workflow With Dynamics 365 the new…

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Jet reports 2017 r2

Jet reports 2017 R2 The new Revision of the Jet Reports has been a result of listening to the community of users and hearing what changes they wanted to be made. With a focus of the revision being on the web portal element, and the ease of use for users. New Features • Jet Web portal allows users to schedule reports • There have been significant improvements to the drill down inside Jet reports • Reporting options have been modified to allow easier changes to be made. • The web portal has had a visual overhaul, which should make it…

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Guide to Word templates/XML in word

XML in Word allows for users to create personalized Word documents with CRM record information. This means that you can easily print out pages from CRM records. To allow XML to work with Microsoft Word, you will need to have Word 2013 or later. 1. Go to settings then click on templates.   2. Click on Document templates. 3. Create a new template by clicking ‘+ New’. 4. In the next window, choose Word Template and then Select what Entity you need to filter by (drop down list). The Word Template will be stored in that Entity. 5. Select the information which will be…

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Microsoft Dynamics 365 – what is it?

What Happened to Dynamics CRM/GP/NAV etc????   Don’t worry, Microsoft hasn’t discontinued your favourite ERP/CRM system, they have just created an umbrella term to compose all of the Dynamics product stack which lends itself to cloud optimisation.   Microsoft Dynamics 365 which now encompasses NAV/GP and CRM and will produce an all in one cloud service, which allows people to easily manage small to medium sized businesses. This change is also to move Dynamics to be more in line with Microsoft’s new corporate image. With this change brings clients access to the App source a new product which will be…

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Integration Excel Macro

Overview Create a macro to take data from one row and transpose it to columns for use with Integrations in SmartConnect. Solution The originating data is shown below Using VB in excel we have created code to copy, paste & transpose the data. Sample code is below The way that we have designed the macro keeps the original data and pastes the information on to a new sheet. The macro has also been designed to place protection on the excel workbooks preventing any formulas being amended accidently and runs at a good pace. With the data being in the new…

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New Website Features

Corefocus is pleased to announce two new features on our website.   Support Page - Customers are now able to complete a support call using an online form. The form will enable the user to attach documents and automatically direct the query to the correct team (CRM, GP, RMS). The team will receive an e-mail notification once it has been submitted and be able to go back to the customer if they have any further questions.   Live Chat – This functionality will enable a current or new customer to have a live chat rather than e-mailing or filling out…

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Kick-Start A Career With Corefocus

It’s been another fantastic year for Corefocus and we are now looking to bolster our team for the future! Corefocus specialises in the supply, implementation and support of Microsoft based business solutions for companies in the Channel Island’s and around the world. Successful candidates will benefit from a competitive salary, a personal development plan, a supporting environment and will be part of a professional and enthusiastic team, delivering quality to a diverse array of key organisations. Three new job vacancies now available: Senior Application Developer: The ideal candidate will have a very strong Technical background, 5+ years experience as a…

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Calling all interns!

The closing date for our summer internships is fast approaching, make sure you send your CV’s in before Friday 12th. So far we’ve interviewed some talented individuals. For more information go to: gov.je and view the Job Description.

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What’s new in the world of Microsoft Dynamics Great Plains????

  At the End of December Microsoft released a new version of Great Plains. Microsoft Dynamics Great Plains 2015 (GP2015) transition from Dynamics GP 2013 will bring enhancements to the system, as well as new features to improve efficiency and productivity. Some of the new features are… Workflow improvements Edit e-mail for historical statements and Payables Remittance Fixed Asset year end close report Payment Terms Enhancement GP2015 requires an operating system of 2008 or higher with the SQL server being 2012 or higher. With GP2015 being released your current version of GP should still be under support from Microsoft. However to…

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CRM: The Long Wait Workflow – That’s nothing to chuckle about!

“To me, to you” is the catchphrase of Barry and Paul Elliott, more affectionately known as the Chuckle Brothers. It’s this very simple catchphrase I’ve used to illustrate a problem with the CRM Workflow Engine that’s leaving users far from amused. The problem comes from what we call the “Long Wait” Workflow. This is a workflow that’s asked to do something after a significant passage of time. A common scenario is a reminder task or e-mail that’s automatically sent when a customer’s support contract is about to expire. Workflow waiting 15 minutes after creation Workflows like these are setup using…

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Corefocus is Recruiting

Corefocus is actively searching for the next individual to join our dynamics consultancy team in Jersey. The ideal candidate should be a team player and have an aptitude for IT and working with a varied client base. Calling all computer science graduates. If you are studying Computer science degrees or IT related qualifications and are in your final year please contact us…. there is a £1500 bursary available towards university costs potentially linked to this job. See full job description.

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CFX now available in Dynamics CRM 2013

Corefocus is very excited to announce that CFX is now available on CRM 2013. CFX takes advantage of CRM 2013’s new and exciting features. These will help to improve user experience and simplify processes. The new navigation as seen in the CFX screen shot gives users a mouse and if desired, touch friendly experience. The previous navigation has been replaced with a command bar at the top of the screen. The command bar drops down from the top when a mouse is hovered over it or touched on a touch screen device. The commands are layered, so selecting a command…

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Microsoft Dynamics “CRM as a Service” Event

 Corefocus & Calligo are to Host Microsoft Dynamics “CRM as a Service” Event Corefocus are pleased to announce an event at the Royal Yacht Hotel on 12th November to inform local businesses of the benefits of using Customer Relationship Management (CRM) software as a service. Dynamics CRM enables teams across sales, marketing and customer care to work as one, to deliver personal experiences across every interaction. Calligo delivers this as part of it’s software as a service portfolio and the event on 12th November will provide an overview of the features and benefits of Microsoft dynamics CRM, how it is…

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Dynamics CRM Applications Specialist

Corefocus would like to congratulate Lindsay in passing her Microsoft Dynamics CRM Applications exam with top marks. The Microsoft exams are notoriously difficult with a minimum pass mark of 70%. Passing the exam is a significant achievement and shows a good base knowledge of the application. Well done Lindsay!    

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Team Focused at the Jersey Marathon

Congratulations to the first ever Corefocus Relay team for completing the 2013 Standard Chartered Jersey Marathon. The team crossed the finish line in a respectful time of 4 hours 9 minutes. Photo left to right: Steve Le Monnier (Leg 4), Matt van Sanden (Leg 2), Janine Ashton (Leg 1), Ross Debiasi (Leg 3) and Lindsay Harvey (Leg 5).      

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SQL Server is legendary for grabbing all the available memory on a server and is very reluctant to give it back unless its arm is twisted by the operating system, or its memory grabbing enterprise is thwarted by theMaxMemory setting. This is one of the reasons why some memory intensive applications don’t sit well with SQL Server and it’s recommended hosting it on its own dedicated box. Correctly configuring your SQL Server memory settings is critical for server performance, but most of the time SQL Server installations are left to their own devices in how they go about this. With…

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New Staff Appointments

Local Business Solutions Sector Continues to Excel with Corefocus Expansion (Press Release) Leading Microsoft Business Solutions specialist, Corefocus, have announced the appointment of two members of staff. The expansion marks a period of enhancement for the local company that has also moved to larger premises in Anley Street. David Luce (33) has been appointed Senior Consultant. A former Systems Analyst for the local finance sector, David is skilled at enhancing systems to meet businesses requirements. He comes to Corefocus from a local bank where his role involved supporting business applications and improving client reporting. As part of the Corefocus team he will…

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Corefocus Calligo Partnership

Corefocus Consultancy would like to announce its partnership with Calligo a leading offshore cloud service provider, to deliver Microsoft Dynamics CRM Software as a Service in the cloud. Microsoft Dynamics CRM is the most widely used CRM system across the Channel Islands and is now available for, the first time, as a software service.  Customers now have access this popular system without needing to make expensive investment in IT equipment, software licences and specialist services. “The combination of Calligo’s cloud expertise and Corefocus’s specialist CRM knowledge means that offshore organisations will, for the first time, have the ability to use Dynamics…

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Dynamics CRM: Taking Control of Outlooks Synchronisation Settings

We live in the era where smart phones are king, and have become indispensible in managing our everyday lives. Smart phones have become so smart that we no longer need to worry about how they synchronise with our office based applications, like Microsoft Outlook, they just do! However, what if you’re happy for your new smart phone to synchronise with your Microsoft Outlook contacts, but you don’t want Outlook to synchronise with your entire Dynamics CRM contacts database? When companies switch to Dynamics CRM one of the first things users notice is the automatic (out-the-box) synchronisation that goes on between…

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Discount for Dynamics GP2013. (2)

After the big changes to Dynamics GP licensing, Microsoft in conjunction with Corefocus are offering 40% Discount on the Dynamics GP Starter Pack! Visit our promotion page for more detail.

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FREE Smartlist tool for Excel from Jet Reports

One of our associated partners (Jet Reports) has recently released a free tool called Jet express which enhances the power of smartlist directly into Excel. We have worked with the Jet Reports product for a good few years now with no complaints, their tools can really make an impact to core business reporting. The tool improves the reporting power of Dynamics GP. If you like excel and pivot tables you will definitely like Jet express! Contact mattvs@corefocus.co.uk for more information, demo's, training etc Some example screen shots of the type of reports that are free to download!

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Office Move!

Just one more week till the big move. Our new larger office is nearly ready! for those that don't know our new address will be: Corefocus Consultancy Limited Anley House Anley Street St Helier Jersey JE2 3QE

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Quiz night winners!

Well done to the FocusedIT and Corefocus team that scored a home run to win the annual softball quiz night. And thanks to their star team member Mr G!? ... only joking!

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40% Discount for Dynamics GP2013

After the big changes to Dynamics GP licensing, Microsoft in conjunction with Corefocus are offering 40% Discount on the Dynamics GP Starter Pack! Visit our promotion page for more detail.

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CFX Certified for Microsoft Dynamics CRM!

Corefocus CFX has been accredited with “Certified for Microsoft Dynamics ” for CRM 2011. CFX has earned Microsoft Corporation’s highest standard for partner-developed software solutions, and has therefore been: Designed to meet unique business and industry needs Tested for integration with the Microsoft Dynamics product Used and recommended by other companies Professionally implemented and systematically supported See our Products page for more details View the certificate

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Microsoft Support for Dynamics GP 10 ENDS

As of the 9th October 2012 GP 10 is off Microsoft mainstream support! If you are currently using GP 10 we suggest that you budget for an upgrade within the next 12 months. Dynamics GP 2013 is due for release on 1st of December. Keep an eye on our blog to hear about the latest new features. For more information contact mattvs@corefocus.co.uk Microsoft Support Lifecycle Notice: http://support.microsoft.com/lifecycle/?p1=12629

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Dynamics Management Reporter 2012 Tried and Tested

We have tried and tested the latest version of MMR and in our opinion it’s much better compared to FRx and MMR version 1. There are a bunch of new features available, which include: Easier implementation and upgrade processes Improved user interface Improved report formatting options Report grouping and scheduling Drilldown to Dynamics GP Add comments to financial reports in MMR viewer Generate reports to specific folders Secure area to view reports using folder security linked to a domain account Plus more If you would like to find out more about MMR 2012, contact mattvs@corefocus.co.uk

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Returning the Day Name and Month Name Prefixes in SSIS Variables

Scenario: As part of a custom data export project I needed the ability to create multiple export files based upon the day of the week they were generated. Rather than create 7 separate routines, I was keen to make the procedure as generic as possible, and that meant condensing the code into a single routine capable of calculating the day of week prefix. Unfortunately, SSIS does not make this easy as it doesn’t support the Day of week name function that is found within the .NET framework. After scouring the internet I found several solutions to this problem, but they…

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FREE Professional Services Tools Library (PSTL) For Dynamics GP

YES Microsoft is giving away PSTL for free! The Professional Services Tools Library (PSTL) is a suite of tools that enables the system administrator change your critical data quickly and accurately! This provides greater flexibility with your solution and ensures data integrity. For example, if you wish to change the Debtor ID of one of your customers that has changed name, you can use the “Customer Modifier” tool. Using the tool ensures that the correct tables are updated and saves you entering new customers.

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For the future of Microsoft

Published on Friday, 20 February 2015 15:57 At the End of December Microsoft released a new version of Great Plains. Microsoft Dynamics Great Plains 2015 (GP2015) transition from Dynamics GP 2013 will bring enhancements to the system, as well as new features to improve efficiency and productivity. Some of the new features are… Workflow improvements Edit e-mail for historical statements and Payables Remittance Fixed Asset year end close report Payment Terms Enhancement GP2015 requires an operating system of 2008 or higher with the SQL server being 2012 or higher. With GP2015 being released your current version of GP should still…

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