How I Use OneNote

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Figure 1 – My Technology notebook showing multiple sections

Thank you to the folks that have emailed me and asked me how I use OneNote in my daily work. 

I am happy to answer that question.  OneNote has a tiered organizational system that begins with notebooks, and divides the notebook into sections, and then lets you record notes in each section by page.

I have several notebooks.  However, the one that I use the most is my TECHNOLOGY notebook.  You can see how I break down the sections in Figure 1 above.

Below, in Figure 2, is a sample of the section – Dynamics GP – and an illustration of the different pages that I have in that section.

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Figure 2 – Sample of pages from my section on Dynamics GP in OneNote

Everyone will arrange their information differently.  This is the arrangement that works for me.  Why I like OneNote so much is that it is online, and I can pull it up from any of my devices, or from a browser at a client site.  While it is easy to say that one should remember all the things that you have done on a software, I have learned that if you only do something once a year, sometimes you need to go back and look at the steps and rules.  I am often changing my pages because process and steps get updated during the passing of the year, either because the software was updated or because of third party add-ons that change the process.

Why I love working with OneNote

1) With OneNote Clipper, I can take articles or information from the internet and store it until I am ready to clean it up and add it to my notebook.

2)  If I am working on a research project, I can create a notebook for the research, copy it in, and then categorize it, and then wipe it out when I am done.

3) I don’t use them often, but the drawing tools are pretty good and let me create quick work flows or mind maps.

4) I love the fast SEARCH function.

5) The VIEW toolbar lets me pin my OneNote info so it is easy to get at.  See Figure 3.

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Figure 3 – The VIEW Toolbar in OneNote, highlighting the DOCK to DESKTOP feature

As with starting anything new, using OneNote does require some practice and you may not get it right the first time.  I didn’t. The trick is to wipe it out and to start over until you get it right for the way that you work.

More on OneNote

Note: use CTRL+Click to go to sites

OneNote for Beginners
Insert online videos into OneNote 2016 for Windows
New Features Added to OneNote
How To Move from Evernote to OneNote
New Features in OneNote At January 2016
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Open Live Writer Version 0.6.2 Is Now Available

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For those of you that missed it, Open Live Writer had an update in May 2017.  Remember, Open Live Writer works with many popular blog service providers such as WordPress, Blogger, TypePad, Moveable Type, DasBlog and many more.  This is my favorite blogging tool.

I have provided some information from the team’s release notes, but not everything that is changed is included.

From their website http://openlivewriter.org/

We’re happy to announce a new release of Open Live Writer. We hope you enjoy the new features as much as we enjoyed working on them. Read on to learn more about what issues have been fixed and what features have been added.

The next time you start Open Live Writer and are connected to the internet, it should get updated automatically. But if you can’t wait to try out the goodness, download the updated setup here.

Bug fixes

  • #562 Error: Can’t Publish Files- The remote server returned an error: (501) Not Implemented

This is the master issue for the Google Blogger image publishing problem. Other issues associated with this problem include #608, #600, and #564

  • #437 Blogger dynamic templates #438 Fixed WordCounter regex to support Hebrew/Arabic #521 Support atompub service link with relative url #487 Adding new intillesense db file to gitignore. Minor annoyance

Features

#450 Fix scaling of categories dropdown and options dialog #585 Implement per-monitor DPI Support #180 Add support to CSS3 templates

Creating Reports for Power BI Phone Apps

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Figure 1 – Visual of Sales Dashboard created in Power BI – from Maggie Sparkman’s article “Create reports optimized for the Power BI phone apps”

Maggie Sparkman published a great article on creating desktop reports in Power BI that will translate to the mobile apps on the phones.

Her article appears at https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-create-phone-report/?mobileclient=ios.

In her article, she provides clear, step-by-step instructions on creating the visual.  The article is well worth the read if you are into Power BI.

Microsoft Now Has Quick Start Guides For Office 2016

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I will be the first to admit that I like having manuals to read for specific information.  Microsoft has now authored documents called Quick Starts for Office 2016.   You can see the documents at https://support.office.com/en-us/article/Office-2016-Quick-Starts-25f909da-3e76-443d-94f4-6cdf7dedc51e.

Here are the different versions available.

Resources Online

Download in PDF

Read in Office Sway

For Mac users, the following Quick Start guides exist.  The Office 2016 guides are available to download in PDF.  They include Word, Excel, Outlook, PowerPoint, and OneNote. 

Skype for Business, Mac, and Mobile

Thinking about whether to upgrade to Office 2016?  Take a look at the resource guides to help you decide. 

Dynamics GP Update on Strategy At November 15, 2016

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Figure 1 from Pam Misialek’s blog post of November 15 at https://community.dynamics.com/gp/b/gpteamblog/archive/2016/11/15/product-roadmap-and-strategy

If your company is using Dynamics GP, you can now plan your next update or upgrade based on the roadmap that “Inside Microsoft Dynamics GP” has released.  Here are the highlights:

  1. After the December 1 R2 release, Microsoft Dynamics GP will be updated annually in the late fall time frame.
  2. If you have new features that you want to see in a future release, enter them at Connect.Microsoft.com
  3. See the GP 2016 R2 Videos at https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/11/11/microsoft-dynamics-gp-2016-r2-new-feature-blog-series-schedule

 

GP 2016 R2 Release For Dec 1 2016

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Figure 2 – Slide from the User Group presentation.  Slides are at https://docs.com/pam-misialek/9145/microsoft-dynamics-gp-roadmap-oct-2016?c=GFj46s

Here is the slide that announces the new features available in GP 2016 R2 which is being released on December 1.  You will notice that there are some features that users have been asking for.  This slide illustrates that Microsoft is listening to the requests from users and implementing them as new features.  You can see in the Figure 1 slide that the release in 2018 will be based on user requests.

GP 2016 R2- New Security Roles and Tasks are missing when upgrading to Microsoft Dynamics GP 2016 R2 and Year-End Update

Check out the blog from Derek Albaugh about the issue with missing security roles and tasks after upgrading to GP 2016 R2.  You can find the information at https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/10/14/new-security-roles-and-tasks-are-missing-when-upgrading-to-microsoft-dynamics-gp-2016-r2-and-year-end-update.

Some of the critical information about the scripts required is noted below, from Albaugh’s blog.

These scripts for Microsoft Dynamics GP 2016 / Microsoft Dynamics GP 2016 R2 missing security roles and security tasks records can be found here, and needs to be run against your DYNAMICS/security database:

MICROSOFT-DYNAMICS-GP-2016-R2-SECURITY-INSERT-SCRIPTS.txt

This set of scripts includes the security scripts for Microsoft Dynamics GP 2013 R2, Microsoft Dynamics GP 2015, Microsoft Dynamics GP 2015 R2 from prior blogs, as well as Microsoft Dynamics GP 2016. You’ll need to run this script whether you’re upgrading from Microsoft Dynamics GP 2013 R2 or Microsoft Dynamics GP 2015/R2 to Microsoft Dynamics GP 2016/R2.

**NOTE: Because we’ve combined the INSERT scripts from the other blogs to be included in this one, you may see PRIMARY KEY errors referencing duplicated records trying to be inserted into the security tables. This can be ignored as it means that the record already exists in that table and the script will not overwrite anything that is already present.

Dynamics GP 2016 R2 has Table and Column Changes

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Dynamics GP Support and Services team are spreading the word about changes in Dynamics GP 2016.  Sarah Purdy, Senior Technical Advisor, has written a blog highlighting some of the table changes and column changes in GP 2016 R2.  You can reference her blog at https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/10/21/table-and-column-changes-in-microsoft-dynamics-gp-2016-r2-and-year-end-update.

Here is the information from Sarah’s blog:


New tables that were added to Microsoft Dynamics GP 2016 R2

Table Physical Name Table Technical Name
System Tables

ADH00106                                                       ADH_Favorite_LookupAssignment
ASIEXP101                                                       ASI_FavoritePassword_SETP

Company Tables

APR_DIA_Mandatory_HIST                          
CM30200                                                        CM_Transaction_History
CM30300                                                        CM_Receipt_History
UPR30700                                                       uprEmployeeHistory

Data Type Change on an Existing Column:

The data type changed from ‘STR17_LBAU’ to ‘STR30_LBAU’ for the PAerdocnumber column in the following tables:
PA10502
PA30504
PA10504
PA30500
PA30501
PA30503
PA10500
PA10501
PDK10500
PTE10500
PTE30500

New columns added to existing tables (SYSTEM DB):

ASIEXP101 —   CMPANYID, SmartListPassword
SY40800 —       PowerBIWebClientID, PowerBIAppKey

New columns added to existing tables (COMPANY DB):

CM20200 –     VNDCHKNM
FA49900 —      IncludeTaxInAcqustCost
FA01300 —      IncludeTaxInAcqustCost, ORTAXAMT
IVC10500 —     TXDTLPCTAMT
SOP10105 —    TXDTLPCTAMT
RM30601 —     TXDTLPCTAMT
RM10601 —     TXDTLPCTAMT
FA01400 —      IncludeTaxInAcqustCost
FA01401 —      IncludeTaxInAcqustCost
FA01100 —      IncludeTaxInAcqustCost
FA00100 —      IncludeTaxInAcqustCost
POP10310 —    OriginatingPPTaxAmount
POP30310 —    OriginatingPPTaxAmount
APR_PIP40100 —         ACTINDX, ADRSCODE
PTO00101 —    USERID
Check back to the  Microsoft Dynamics GP 2016 R2 and Year-End Update Upgrade Blog Series Schedule page to review our blog posts related to Upgrading Microsoft Dynamics GP and other helpful resource links.

Thank you, Sarah, for letting us know about the table and column changes.

Dynamics GP–Notes on Fixed Asset Year End For Versions 2013, 2015, 2016

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Andrea Melroe has posted a great blog about the Fixed Assets Year End Close for 2016. 

Here is the link to her article.  https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/10/27/mdgp-ye-update-2016-fixed-assets,

Andrea posted some valuable information so I have posted part of her blog, below.  You will need to go to the link to finish the article.

Please utilize the information below to ensure a smooth and seamless year-end in Fixed Assets. Enjoy!

Does the Year-End Update include any changes for the Fixed Assets module?

Yes, as usual there are changes to the Luxury Auto Maximum Depreciation Deduction amounts.  Maximum depreciation deduction amounts  for luxury vehicles have been updated for assets placed in service in calendar year 2015 (PATH Act) and 2016 to comply with IRS Guidelines. Click HERE to see the 2016 changes.

Is there any new functionality in Microsoft Dynamics GP 2013, Microsoft Dynamics GP 2015, or Microsoft Dynamics GP 2016 for the  Fixed Assets Year-End Closing (YEC) process?

There is no new functionality this year that will affect Fixed Assets year-end closing processes. However, as a reminder, in Microsoft Dynamics GP 2015, a Fixed Asset Year-End Closing report was added to the year-end close process!! This optional report will print per Book, and show the Asset ID, Description, Cost Basis, YTD depreciation, Accumulated Depreciation, NBV, Placed in Service Date, Depreciated to Date, Quantity, YTD Maintenance, and Status for all assets impacted by the year-end close process.  In a single step, you can close the year and print a status report of all the assets that were affected by the close!! YEAH!!

To view FA fixes included in the 2016 Year-End Update click the appropriate link below:

Click HERE to get the fix list for the Year End Update for Microsoft Dynamics GP 2016 (Includes GP 2016 R2!! – available when released)
Click HERE to get the fix list for the Year End Update for Microsoft Dynamics GP 2015 (available when released)
Click HERE to get the fix list for the Year End Update for for Microsoft Dynamics GP 2013 (available when released)

When should the Year-End close for Fixed Assets be done?

It is recommended to close all books in Fixed Assets after you close Payables Management, but before you close the General Ledger year. 

Below are other key points to remember:

•All assets must be ‘depreciated through’ the last day of the current Fixed Assets year. **This is VERY important** See NOTE below.

•When you close the year in Fixed Assets, you must do it for each ‘Book’ you have set up.

•All ‘Books’ should be closed before you run depreciation for the new year!!

NOTE: The last day of the Fixed Assets year can be confirmed by navigating to the Fixed Assets Calendar Setup window:

Microsoft Dynamics GP 2013 and up: Microsoft Dynamics GP >> Tools >> Setup >> Fixed Assets >> Calendar

Microsoft Dynamics GP 2010 and below: Microsoft Dynamics GP >> Tools >> Utilities >> Fixed Assets >> Calendar

What does the Year End Close Process do and /or affect?

In the Asset General Window:
•The YTD Maintenance amount is cleared from the Expand last Maintenance Date Window.
•The Quantity is copied to the Begin Quantity field in the Expand Quantity Window.

In the Asset Book Window:
•The YTD Depreciation Amount is cleared.
•Cost Basis is copied to Begin Year Cost field.
•Life to Date Depreciation is copied to Begin Reserve field.
•Salvage Value is copied to Begin Salvage field.

In the Book Setup Window:
•The Current Fiscal Year is incremented to the next year.

As I said earlier, you can read the rest of the blog  at this link.  https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/10/27/mdgp-ye-update-2016-fixed-assets

Thanks, Andrea, for the update.

New Features In Outlook 2016

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Figure 1 – Add-in features for Outlook.com and Outlook 2016, and 2013

Microsoft has been adding new features to Outlook throughout 2016.  In early October, the newest feature was added – Create Events From Email.

Here is what it does:

Outlook can now automatically create events from email messages you receive with flight, hotel, car, or dinner reservations or package delivery and tracking information. No more booking a flight and then adding the flight details to your calendar manually. All events created are marked private, so only you can see them. For more information, see Automatically add travel, restaurant, and package delivery events to your calendar.

In an earlier release, Microsoft added a feature that I really like called, “Use @ to get someone’s attention”.  You can see how to use it in the information below.

If you’d like to get someone’s attention in an email message or a meeting invite, you can type the @ symbol followed by their name in the body of the email message or a meeting invite. If you do, not only will their name be highlighted in the message body or invite details, but Outlook will automatically add them to the To line of the email or meeting invite. For more information, see Use @ to get someone’s attention.

And the best feature is the “Tell Me what you want to do box”.  With the changes, some tasks may now require a bit more explanation or help. 

To use this box,  enter a search for a certain task, function or question you’ll see a wide variety of options. If it’s a quick task Outlook will try to let you take care of it right from the Tell Me pane. If it’s a more complex question, we’ll show you help that we think best matches your needs. Try it out to see how fast you can find what you’re looking for and get things done.

Some of these features will work in Outlook.com as well as in Outlook 2016. 

Don’t forget to check out all of the Outlook Add-Ins that are now available.