Socius Blog

In October, we walked through the way to set up a new account in Microsoft Dynamics GP.  Now that you have set them up, how can you be sure you didn’t make any errors?  Well, you can use SmartLists to figure it out quickly and efficiently. Go to SmartList >>Financial >> Accounts Search for all Accounts with [...]

We've compiled a list of the top 11 most popular and helpful resources available on our website this year. Explore and enjoy!

When most people think of business management solutions used for improving customer satisfaction, CRM is typically the product that comes to mind.  However, the way that your business operates can have a profound affect on how happy your customers are.  As a result, you can take great strides toward improving your customer satisfaction by improving [...]

Socius is embracing the spirit of giving this holiday season by giving to some worthy Not-for-Profit organizations and to you! Socius will be making a donation to S.A.W., Inc., the not-for-profit sector of the Cuyahoga County Board of Development Disabilities (CCBDD) on behalf of our online community.  On Thursday, December 22, 2011, for every retweet of [...]

One of the huge benefits of adopting a CRM solution in the cloud, like Microsoft Dynamics CRM Online, is the predictable payment structure.  The fact that the monthly per user subscription fee includes all routine software maintenance and upgrades is very appealing to many organizations. However, getting your CRM Software as a Service (SaaS), as cloud [...]

For many manufacturers maintaining control over production, having true insight into costs, and managing raw materials can be an immense challenge.  These were all issues for GMP Friction Products, a brake and clutch plate manufacturer in Akron, Ohio. They turned to Socius and Sage MAS 500 to help them get control over their inventory and improve [...]

For the northeast Ohio merchandising distributor, FFR-DSI, the key to an efficiently run business is their ERP software.  They use Microsoft Dynamics NAV to manage their accounting, purchasing, order processing, production tasks, and financial reporting. FFR-DSI has customized their solution to support and optimize their back-office processes which has saved their employees time, resulting in significant [...]

One of the documented limitations of custom reporting capabilities of Microsoft Dynamics CRM Online 2011 is the restriction within the fetch XML that prevents it from including outer joins. For example, if I need to create a custom report that includes Accounts and their Membership, the account won’t appear on the report if there [...]

For Value Relationships, Inc., a Health Monitoring Services provider in Franklin, Ohio, the answer to that question is half of a full time employee’s (FTE) time.  That is over 1000 hours annually that Value Relationships gained back by leveraging Microsoft Dynamics GP to handle their monthly recurring lockbox transactions.  In this video, they explain what [...]

As the saying goes, a picture says a thousand words.  Recently, Nucleus Research released their Technology Value Matrix 2H2011: CRM with a picture that tells a predictable story about the three leading customer relationship management (CRM) solutions on the market: Microsoft Dynamics CRM, Salesforce.com, and Oracle. This graphic shows that while Microsoft Dynamics is the clear [...]