Supporting Microsoft Dynamics GP
By Nancy Phillippi
July 26, 2010
Choosing Microsoft Dynamics GP is a good business decision for just about any
company across all industries. I am probably a bit prejudiced since I sell
Dynamics GP and its associated products. GP solves not only accounting,
manufacturing, distribution, but
niche business processing issues. My job is also a lot of fun; I meet new
people everyday, I learn about many business processes and industries. In my
sales process I discuss our implementation process in detail, but often the
prospect and I are so focused on getting the software decision made that we
don’t talk about what happens after go-live. I admit it, I am not perfect, and I
forget to tell our customers about all our service offerings. Custom Information
Services has network services, servers, phone systems, managed services,
hosting, report writing with SQL Reporting Services (SRS), Crystal,
SmartConnect, SmartList Builder, Integrations, GP customizations (rarely
needed), etc., and of course our GP support team. I don’t like bringing the
whole ‘truck’ with me on a sales call, I think it confuses my real focus;
solving the prospect's issues with new business software.
It is important for resellers to notify the buyer of what they are buying
including the annual maintenance and
support plans. Custom Information Services strongly
recommends that customers stay on maintenance. Paying your annual maintenance
ensures you have access to
CustomerSource which includes: payroll updates, software
updates and patches, FREE online training for GP, Knowledge Base , paid support
calls (the number of calls varies based on the maintenance/support plan you
purchase). Keeping your initial investment supported also ensures you can
upgrade and stay on a supported version of your software. Why make the
investment and then not keep it current? Customers should upgrade at least every
other version.
Ask your reseller what you can expect to pay in annual maintenance so you can
include it in your future budgets. You should also expect your reseller to
charge you for support calls. Keep in mind that our goal is to get you self
sufficient during our implementations. However we are available when you need us
- we don’t desert you after go-live.
Hire someone new? Use the tools you purchased from GP. Have them go through the
GP Orientation eLearning and then if desired, have them go through the
eLearning for the module (s) they will be working with. I am confident you will
have fewer questions on how they should be doing their day to day work. By the
way, I use the help functions in GP all the time in preparing for a
demonstration. I have also gone through the eLearning. Our certification
requirements for GP include classes, eLearning and then testing at Prometrics.
But there is value from the training; it helps us support our customers better.
When you buy your new GP software you have access to CustomerSource. Please use
it! I recommend that you get a Windows Live ID, if you don’t have one, as soon
as you sign the sales order. You have to have this to login for access to
CustomerSource. Add @microsoft.com to your safe domain email list. Custom
Information Services also offers the following for supporting our customers
after implementation
CIS has completed implementations for 20 years and has many active customers. We
make every effort to assist our customers and welcome feedback at anytime.
Our upgrade exceeded our expectations. We are very happy!
- Vice President, Paint and Coatings Manufacturer