FAQs

Getting Started with RPM, What Do You Need to Know?

Install/Implementation   Can I install RPM myself? The install itself is simple and straightforward and could be done yourself. You will need to import the necessary data in order to use RPM with your ERP. Setup will require Rockton to create Company & User records for access to the Web UI. The customer will need to create a SQL database to hold the replicated data from their ERP (we can provide SQL Script to create this). This database will need to allow access to the RPM Web UI....

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Who is a Rockton user in Dynamics GP?

Rockton Software is dedicated to making your work simpler & easier ® when using Dynamics GP. In order to take the guesswork out of determining the number of users needed, we follow the Dynamics GP User Count. Our products are licensed per Dynamics GP System Full User count. Limited users and self-service users do not require a Rockton user license. We base the user license on the GP System user count because our products are designed to work with all users. For example, Auditor will track...

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Do you offer onsite Installation and Training?

Rockton Software products are designed to be easy to install and easy to use. In most cases, assistance is not needed or can be provided by your partner. Simply follow the Knowledge Base article titled *Installing a Rockton Software product to install or update to the latest build. If you have questions along the way, contact support@rocktonsoftware.com. If you have limited resources, are new to Dynamics GP, or just want reassurance on what you already know, you may want the assistance of a...

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What are the minimum requirements for installing the Business Apps for Dynamics 365?

There really is only one requirement in order to use our Business Apps for Dynamics 365, and here it is:  Microsoft Dynamics 365 Sales (CRM) , whatever versions Microsoft supports.  Typically that is the current version and one version prior.   Yep that's it!  We've built our Business Apps to integrate seamlessly into Microsoft Dynamics 365 Sales (CRM), so as long as you've got that - you're all set.  Simply download the product from the Microsoft AppSource!  You can even use it as on...

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Is there an implementation fee for installing the D365 apps?

Our Business Apps for Dynamics 365 can be installed from the Microsoft AppSource.  In addition, there is an Install & Implement Dashboard with steps and videos to help you get the product up and running quickly.  If your Microsoft Dynamics 365 environment is hosted or on-premise, or you require assistance implementing the products, please contact sales@rocktonsoftware.com for further assistance.

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Can the D365 apps be customized?

The applicationss are a managed solution so some things cannot be changed.  However, you can customize the forms by adding additional fields and business logic to make it unique to your business.

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What is the difference between a CRM Invoice and a Sales Document?

The CRM invoice is the standard invoice that comes with Dynamics 365. We have added an additional form to display more information such as the paid amount and the amount remaining field. The Sales Document is another entity that resides within the Recurring Billing product. The Sales Document allows you to create multiple document types such as Renewals, Quotes, Invoices or any other document type you want to create. This would allow you to use different document types and report on this...

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Are your Microsoft Dynamics 365 applications available in multiple languages?

When you install Dynamics 365 (CRM) it will install in the language selected. Recurring Billing  & Software Management will be in English until translated to another language.  This takes a few hours for our team to do and will be based on demand. We have translated our product into German. If you don't see the product in your language, please reach out to us at support@rocktonsoftware.com.

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Do your D365 applications have the ability to calculate taxes?

Yes, we have two options for doing taxes: Custom Calculation or Tax Integration with Avalara. We have developed a Tax Processing application that works with our product. You would create and maintain Tax Schedules/Tax Details. Tax calculation is based on the Product, and may look to the Account or Contact to find what Tax Schedule to use for the calculation. When the Sales Document is generated, if the line item is taxable, the tax would show on that particular line item. If a business does...

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Do you offer Implementation Services or Product Training?

Yes! We know you're busy, why not save time and let the experts at Rockton Software help you hit the ground running with your new product(s)! We customize our implementation and product training services to fit your specific needs within Microsoft Dynamics GP. Click here to learn more about our implementation and product training services.

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What are the benefits of the Annual Maintenance Agreement (AMA)?

Maintaining the Annual Maintenance Agreement (AMA) allows for technical support, product enhancements, and product upgrades. With an active AMA, customers have access to our support staff via telephone, email, or web conferencing without any additional charges. Since we are always adding to and improving our products, customers with their current AMA will also be able to download, install, and utilize our latest enhancements, including new Microsoft Dynamics GP version releases. To learn more,...

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I understand your Dynamics GP products are licensed per system user. Do you only count ‘Full’ users or do you also count ‘Limited’ users?

Rockton Software's user count must match the GP Full User CAL (Concurrent User) count, which needs to include the 3 users in the initial or starter pack. The Limited users or licenses don't affect the Rockton user count at all. When determining the number of Rockton Software product licenses needed for the total concurrent user count, one could verify the Dynamics GP user count on the GP registration key or the number of users on the configuration information page. If referencing user counts...

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How can I get registration keys for my Rockton Software add-on product for Dynamics GP?

Registration keys can be obtained or created at anytime from within the Rockton Software product installed. Our Dynamics GP add-on products have a feature that automatically validates registration keys and when they are not valid, it opens a window to obtain the registration keys needed for that site. The Get Keys request will auto-detect and auto-install the registration keys using the system's Site Name and other system settings to update or create the required key. Please...

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