Category Archives: Uncategorized

Microsoft Dynamics Discontinuation of Dynamics Online Payment Services Announcement

dynamics-payment-services-image

January 6, 2017 by Chester Ritchie

Microsoft recently announced the discontinuation of the Dynamics Online Payment Services.  Effective January 1, 2018, users of this service will no longer be able to process credit card payments within Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics RMS, Microsoft Dynamics POS 2009, and Microsoft Office Accounting.

To mitigate any potential business impact due to the discontinuation of this product, Microsoft is recommending existing customers search for alternative payment products from Dynamics Independent Solution Providers (ISVs) such as Nodus.

Nodus is the leading provider of PCI certified electronic payment processing modules for Microsoft Dynamics. In addition to the core credit card processing functionality provided by Microsoft Dynamics Online Payment Services, merchants choose Nodus for security and additional accounting automation.  The Nodus payment processing gateway can be used to replace Microsoft Dynamics Online Payment Services with minimal interruption to your business.

Nodus products are fully integrated into Microsoft Dynamics.  Nodus has been the PCI certified payment solution for Microsoft Dynamics accounting systems for over 14 years.  In addition to providing a secure credit card processing solution, Nodus payment solutions integrate with your accounting system to automate accounting entries, provide lowest rates for B2B transactions, and get you paid faster by automating A/R via our online bill pay module.

For more information on how to upgrade your Dynamics Online Payment Services to PCI compliant credit card processing software from Nodus, please visit http://www.nodus.com or call us at 909-482-4701.

Day 3: GPUG Summit 2016

Day 3 presented User Group attendees with another sunny and clear day in Tampa, Fl.

After a stream of 8am breakfast sessions, the convention center rooms filled with ISVs for the 9am Partner Showcases. Fauwaz Hussain, the Director of Sales and Marketing, educated GP users on PCI Compliance and secure payment processing. The attendees joined to learn about securing their payment data and automating their collection processes. Some of their biggest concerns included the entry point of credit card data and how to properly store the information. Some of Nodus’ integration partners, such as SalesPad, also presented topics revolving around their solutions. Users can download the presentation slide decks on the GPUG website for any of the sessions, even the ones that they did not attend.

20161013_091143

The expo opened for the third day at 2pm for another round of networking and solution research.

GPUG recognized many members for their participation in the community. They awarded Frank Heslin from ExamWorks, Inc., Amber Bell from Training Dynamo, LLC, and Brian Lambertz from Connexus Energy with the 2016 All Star Award. Throughout the event, GPUG also presented attendees the chance to play a version of Pokemon Go by scanning QR codes throughout the event. Congratulations to the GPUG User Group Go winner, Irene Chan.

The night ended with an 80’s inspired dance party at the Florida Aquarium and a Halloween-themed party from FastPath.

The Nodus team would like to thank everyone at Dynamics Communities, and within the channel who helped create another successful User Group event. Safe travels to everyone going home this weekend.

20161013_114243-1

For more information on Nodus Technologies, our solutions, and our next events, please go to www.nodus.com.

Day 2: GPUG Summit 2016

Day 2 of Summit 2016 began with the GPUG opening at the Amalie Arena. The event opening was hosted by Bob McAdam, Vice President of Finance at Dynamics Communities, and Aaron Back, Chairman of the GPUG Board. The keynote highlighted the organization’s success in providing the largest GPUG gathering of all time. To follow, a quick presentation from each of the GPUG Summit 2016’s platinum sponsors, Fastpath, Rockton Software, and Metaviewer. Keynote attendees were also shown the plans for the recent and future versions of GP including the redesigned web client, the all-in-one sales document viewer and the simplicity of using PowerApps to quickly create applications that integrate with Dynamics GP. The audience seemed to enjoy the new features of their chosen Dynamics ERP.

gp-roadmap

The attendees then made their way to the convention center and surrounding hotels for Dynamics-related sessions. The topics ranged from sales, marketing and reporting. GP users could also be found within the convention center hallways and at the Mekorma hub, discussing challenges with other GP users and ways to improve upon them.

The expo hall filled with excitement again in the afternoon as end users were given the chance to explore solutions to fit their business needs. Nodus promoted their partnerships with fellow ISVs, including Professional Advantage, SalesPad, SK Global and Peak Engagement. Nodus’ newest solution, PayLink, was a big hit, providing Dynamics GP users the chance to expedite their collections by providing one-click payment hyperlinks within email and text messages. (More about PayLink here).

The night ended with the Summit attendees heading downtown for Rock-n-Rave and the Buccaneer Bash.

There is still a chance to win a GoPro HERO 4 at the Nodus booth. Stop by #837 and drop off your business card before the end of the expo hall hours on Friday, October 14th.

Day 1: GPUG Summit 2016

Tampa has been very welcoming to the User Group Summit this week. The city grew over night as customers and partners alike began to arrive for an exciting week of Dynamics user content.

Summit kicked off on Tuesday with a cheerful keynote hosted by Andy Hafer, the CEO of Dynamics Communities. The keynote started off by highlighting some of the great accomplishments of the User Groups including celebrating their 10th anniversary and the largest attendance of Summit to date.

The keynote also shared some great examples of community by inviting the  Portico Chorus on stage to bring the energy of the stadium alive with a few songs. Andy Hafer stressed the importance of community with an inspiring quote from Cesar Chavez: “We cannot seek achievement for ourselves and forget about progress and prosperity of our community…Our ambitions must be broad enough to include the aspirations and needs of others, for their sakes and for our own.”

The Summit then invited Scott Guthrie from Microsoft on stage to discuss the plans for Microsoft Dynamics 365. Microsoft’s vision statement is to “Empower every person and every organization on the planet to achieve more.” With the newest solutions introduced by Microsoft, they hope to continue to do so. Lastly, the audience was left with a short speech of encouragement related to the world of digital transformation from Ray Wong, the Chairman of Constellation Research.

After the keynote, the expo hall was opened to customers for the first time for the reception. The Nodus team was excited to debut our brand new booth which focuses on our strength of connecting electronic payments with ERP and CRM systems. Of the Nodus members to attend GPUG, one of them is Nodus’ new President, Chester Ritchie. He is experienced in the payment technology world, but is excited to participate in the Dynamics Channel.

20161011_170943-2 The day ended with a parade throughout the expo hall leading outside to enjoy the fireworks show.

The Nodus team welcomes everyone to GPUG Summit and wishes you a great show. Please stop by booth 837 this week to learn more about our solutions and services. Drop off your business card for a chance to win a GoPro HERO 4! We will also be presenting a Solution Showcase on Thursday at 9:15am in TCC12 titled “PCI Compliance – Receivables and Secure Payment Processing.”

One Simple Trick to Clean Up A/R (That Most People Forget)

Nodus Technologies is a proud partner of Prophet Business Group. Below is a guest post by Prophet demonstrating a simple way to clean up your A/R.

Over and underpaid invoices are the kind of little problem that bother you, but finding a solution rarely makes it to the top of the to-do list. I mean, your options are typically a) making a collection call or issuing a credit for $.39 or b) leaving the invoice open to clutter up the Aged Trial Balance and Customer Statements.

Luckily, Dynamics GP offers an easy mechanism that will save you from chasing pennies and cleanup your A/R process. It’s called ‘Write-Off Documents’ and it’s not new, but it’s something a lot of GP users forget about.

How to manage over and underpayments with Write-Off Documents

Let’s say your customer receives an invoice for $450.27 and they send a payment for $450.00. If you can live with the $.27 underpayment, you can forgive the outstanding amount completely and apply the document by entering the amount in the write-off field of the Apply Sales Documents window.

blog pic 1

The Amount Remaining is now $0.00 so this document can move off to HST when you complete the Paid Transaction Removal process, and will no longer appear on the Aged Trial Balance or Customer Statements.

However, if you’d rather manage over and underpaid invoices as part of your A/R month-end routine, you have that option as well.

blog 2 pic

Use the Write-Off Documents window to write off outstanding credit or debit balance amounts for one or more customers. You can specify a write off limit, cutoff date, and whether to create one credit or debit memo for either each customer or document. The debit or credit memos that you create will be posted and applied to the documents you’re writing off balances for.

Remember, this is intended to let you write off a few cents for imprecisely paid invoices, not to forgive bad debts.

If you want to get started with Write-Off documents, you can reach out to Prophet Business Group, a Microsoft Dynamics GP Partner in Winnipeg, MB. Or, if you’re interested in other ways to streamline your A/R, you can register for A/R Automation 101, a 60-minute joint webinar with Nodus Technologies on August 17th at 11am Central Time. Attendees of this webinar will learn about:

-Automating Accounts Receivables

-Providing customers the convenience of online bill pay

-Securing sensitive payment information and reducing the scope of PCI Compliance 

 

 

 

Ebb and Flow: The Cycle of Supply and Demand

Supply and demand is perhaps one of the most basic theories of economics and it is the driving force of the market economy. The principles of supply and demand apply in eCommerce just like they do for any type of business.

For eCommerce, supply is not necessarily about the number of online competitors, but the strength of the competition. Unlike brick and mortar stores, eCommerce relies heavily on website traffic to gain revenue.

Website rank on search engines is extremely important to consider for measuring up to competition! Ranking on the first page in Google when somebody searches for a product is like having your building on the most popular street in town. Secondary page ranking is like owning a building that nobody knows about. Not a whole lot of business traffic.

Why is it important to know the strength of competition? Your goal as a competitor is to find their weaknesses and become strong in them. The weaker the business, the easier it will be for your eStore to outrank them, both in quality and search engine rank.

When it comes to demand, there are two factors to consider. There are quantitative and qualitative factors to measure the success of a certain product or service in your eStore. The quantitative factor is simple: how often is your product searched per day on your webstore? In addition to looking at the raw search number, you also need to consider the quality, or the specificity of the item or service searched. How specific or targeted is the search? Did the consumer purchase or intend to purchase the item searched?

A targeted search is when a consumer looks at an item or service with the intention of purchasing the item. Generally, targeted phrases are more wordy because it narrows the search for them. Targeted phrases generally include specific product descriptions and brand names. Knowing when your customer is in “buying mode” is key for online commerce, and can help you get ahead of the competition.

Social Media and eCommerce

Times are changing! Gone are the days of traditional advertising. Technology is advancing and businesses must keep up to stay afloat.

Yet, many brands continue to make the same mistakes when it comes to integrating social media with e-commerce. One of the common misconceptions is that Facebook, Twitter and other social media platforms do not have the ability to attract a customer base. The main reason that the average consumer uses social media is to communicate. They communicate with friends, relatives and often their favorite brands, which is a great tool to use when a business wants to understand their target market. According to Ad Week, 77 percent of social media users follow at least one brand and 67 percent prefer to buy from a  brand that they are following.

There is power in having a strong social media presence. You can also maximize your social media presence by integrating it with your ecommerce site. You can increase social sharing of your products and services by placing social network buttons strategically on product pages to encourage customers to share with their friends the products they like and purchases they make. Their reviews produce transparency which is a big deciding factor in purchasing. Ecommerce is no different from brick-and-mortar stores in that building trust is essential. Online stores do not have the same persuading factors that other stores have. Purchasing is all about trust because the customer cannot physically see or feel the product that they’re buying, so the positive reviews of peers can tip the purchasing decision in your favor.

The key to successful social media is to choose networks that are relevant to your customer base. For example, if your customer base is comprised of young adults between the ages of 20 and 35, then Twitter should be included in your social media strategy. By comparison, if your products and services are more B2B, then LinkedIn is a more relevant choice. Facebook should always be maintained, as it has the most far reaching effect out of the social media sites. As of March 2015, there are 936 million daily active Facebook users, according to Facebook’s company information page.

Social media and technology will continue to shape the way consumers are persuaded into making purchasing choices. It is important now, more than ever to utilize it to its full potential to maximize your company’s success with eCommerce.

PCI Compliance

It comes as no surprise that credit card theft is on the rise. Data theft is constantly grabbing news headlines and PCI Compliance is important now more than ever! Well, what is PCI Compliance? The Payment Card Industry Data Security Standard (PCI DSS) is a set of requirements designed to ensure that ALL companies that process, store or transmit credit card information maintain a secure environment.

Small businesses are especially vulnerable to data theft because they are less likely to be up to date with PCI Compliance standards. Here are just a few ways that you can protect your small business from data theft and work towards maintaining PCI Compliance.

1. Use a strong password- Weak passwords are easily hacked and provide thieves with easy access to your point-of-sale information. Make sure that your password contains both upper and lowercase letters, as well as numbers and special characters.
2. Properly dispose of vulnerable information-Shred all paper that contains sensitive data and wipe the contents of computers before disposal to ensure that the information doesn’t end up in the wrong hands.
3. Encrypt sensitive data- Using PA-DSS certified solutions like Nodus’ PayFabric solution helps prevent data theft by removing data from your company environment and putting it into a safe, cloud-based storage system. Be sure to also use a secure payment gateway when processing your customers’ payment information.
4. Make sure your systems and software are up to date-Installing updates to your operating system and software are crucial to both maintain PCI requirements and adapt to changing technology.

Knowing your company’s vulnerable areas is key to protecting your customers’ sensitive payment information. Remember, it is the merchant’s responsibility to protect their customers’ data.

For more information on PCI Compliance, visit http://www.nodus.com/pci_compliance.hmtl

Product Spotlight: Nodus eStore Solution Stack

Nodus eStore Solution Stack is a full featured e-commerce solution that automates the handling of web orders and fulfills them through Microsoft Dynamics GP.  By combining our flagship payment processing solution, Nodus Credit Card Advantage, with a state of the art web store, you will be able to effectively sell products online and seamlessly integrate transactions with your accounting system, in real-time.

Latest Features Include:

Color Swatches | Preview Products in Specific Colors

If you sell products that come in different colors, color swatches are the perfect way to provide your customers with a more realistic idea of what a specific product will look like in various colors.  By utilizing color swatches, you can provide your customers with more purchasing options during the checkout process.   This is important for e-commerce sites since your visitors may not be able to physically touch or try on products.  Once your customer selects a product, they simply scroll or click on a particular color swatch to see what that product looks like in a different color.

colorswatches

Ship Collect | Allow Customers to Ship on Their Own Account

Shipping costs have a direct impact on conversions.  If customers feel like your shipping options are not favorable or too costly, they are more likely to abort shopping carts at checkout.  With Ship Collect, customers have the option to use their own shipping account for more control over inbound packages and available discounts through merchants and shipping couriers.  Customers simply select their preferred shipping provider and enter their account number.  This data will integrate to a User Defined Field in Microsoft Dynamics GP’s Sales Order Processing module.

esss_shipping

Permission Controls | Specify What Additional Users Can See and Do

Controlling user access is a key component for e-commerce users who allow different people to access their web store account.  With Permission Controls customers can limit the functionality made available for additional users on their account.  Permissions options include the ability to either view or make changes to several components such as Order History, Payment Wallet, Address Records, and more.

esss_userinfo

Processing Payments Inside of CRM

A CRM system is important to companies because it integrates every business area that touches the customer and centralizes information for more informed decision making. This includes sales, customer service, order processing, support, and other areas your customer may not see, such as accounting and back-office systems.

Now, your business can maximize the benefits of your CRM system with Nodus Technologies’ CRM Charge

CRM Charge is an electronic payment processing solution that is integrated with Microsoft CRM.

You can process credit cards and ACH transactions and have them verified in real time without ever having to leave the CRM environment. This well-rounded solution is fast, secure, and will keep your payment processes running smooth.

Some of the many CRM Charge features include:

  • Support for both on-premise and online versions of CRM
  • Ability to process payments against virtually any entity, including orders, invoices, and opportunities
  • Connection with multiple gateways and processors
  • Integration with Nodus’ cloud-based payment engine called PayFabric, which provides the safest approach to processing ePayments by not having to locally store the sensitive information
  • Synchronization of payments back into Dynamics GP to provide seamless integration between CRM and your accounting system.

Companies can benefit greatly from processing payments inside of CRM. First, it shortens the order processing cycle which increases customer satisfaction. It also allows companies to process transactions without having employees inside of their accounting system, which provides greater security and less risk. In addition, it provides a user-friendly interface to process payments that both technical and non- technical people can understand.

To show how simple it is to process a payment using CRM Charge, we have provided screenshots of the steps below:

  1. Create an Order.

CRM Charge order 2013

2. Click on “Create ePayment.”

crm charge create epayment 2013

3. Select a credit card from the customer’s wallet or enter a new credit card. Then click “Process ePayment” to process the transaction.

crm charge wallet 2013

The transaction is sent to the payment gateway for processing. If it gets approved, an approval message will appear. If it gets decline, a declined message will appear and you will be able to choose a different form of payment.

CRM charge approved 2013

  1. Once you receive the approval, you can view the epayments made against the order.

test order for crm

To learn more about CRM Charge, download our brochure or schedule a demo today! We can be reached by phone at 909-482-4701 or via email at: sales@nodus.com.