Author Archives: Michael Camp

How Role Centers in Business Central Help You Access Key Features

Dynamics 365 Business Central, Microsoft’s new modern cloud-based ERP system, is a role-based solution that makes it easy for you the user, whatever your role, to access the data and features you require to do your job. Whether your role is an accountant, project manager, sales manager, business manager, operations manager, or executive, you can set up your “home page” with all the data, reports, graphs, and dashboards you need.

You monitor things like approvals, payments, financial performance, AR, AP, project performance, resource management, work in process, order management, purchasing items, production orders, the manufacturing process, the sales pipeline, sales quotes, other daily tasks, and more.

You can fine tune your home page by making light customizations to charts and graphs. Each role in your company has all the integrated data the person needs to make smarter decisions for your company.

Watch this video to see how it all comes together:

How to Access All Features in Dynamics 365 Business Central (3:36)

21 Steps to Successfully Select & Implement an ERP/Accounting System

If 2019 is your year to replace your accounting/ERP system, then following these 21 steps will help. The steps are divided into the five major stages to go through:

Devise, Define, Develop, Deploy, and Differentiate.


Download this Factsheet and you’ll learn:

  • The definition of each of the five stages and the steps within them that lead to success
  • Best practices for developing a short list of solutions and partners
  • How to get help comparing solutions apples to apples
  • Why second time ERP buyers prioritize price as their number 4 or 5 criterion, not number 1
  • The option of a Prove-Before-You-Purchase Prototype
  • The importance of a Needs/Process Assessment before implementation
  • How to differentiate your company with a system and support that enables you to grow and better compete

Access Now!

The Benefits of the Intelligent Cloud for Microsoft Dynamics SL

Learn how to take your financial data in Dynamics SL and put it into Microsoft’s cloud-based ERP, Dynamics 365 Business Central!

Why? To have read-only data on a user-friendly, web-based interface so anyone in your company (or customers) can have mobile access to that data anywhere and on any device. More robust than Web Apps, the Intelligent Cloud is a way to gain some of the benefits of a truly cloud-based system within your on-premise system, e.g. easy-to-access analytics and reporting.

In this presentation, Jeff Suwyn shares what the Intelligent Cloud is (sometimes called the Intelligent Edge), what the benefits are, how it will be upgraded with new features in time, and how to setup you connection between Dynamics SL and Dynamics 365 Business Central to use the Intelligent Cloud.

 

Download: The Benefits of and How to Setup the Intelligent Cloud

Dynamics SL Users: Why You Should Attend the 2019 DSLUG Conference!

Join your Microsoft Dynamics SL peers and subject matter experts in sunny Anaheim, CA at the 2019 DSLUG Conference – a powerhouse of exchange and energy with over 120 sessions that will boost your expertise and kick your business into high gear. Attendees will have direct access to content not found elsewhere.

April 15-18, 2019 | Anaheim Marriott Hotel | WHY ATTEND & REGISTRATION

Watch this video to learn why you should attend DSLUG 2019 and what you’ll get out of joining the Dynamics SL National User Group year round.

 

The Definitive Guide to Microsoft Cloud ERP and Its Powerful Tools



Microsoft’s new cloud ERP, Dynamics 365 Business Central (based on Dynamics NAV), is not a stand-alone ERP and accounting system. Being a part of the Dynamics 365 family, it is highly integrated with the Microsoft software you already use, i.e., Office 365 (Outlook, Excel, Word, Sharepoint). For example, is how you can view Business Central in a companion window without leaving Outlook.

Moreover, Business Central integrates with and compliments a collection of powerful Microsoft tools, including Power BI Dashboards and Reporting, Microsoft Flow for creating workflows, and PowerApps for non-developer application creation.

When you consider the Microsoft AppSource store, which lists all extension software integrated with Business Central in one place, you can see the potential for building a seamless cloud ERP solution that meets the specific requirements of your organization.

What’s the best way to familiarize yourself with the capabilities of Business Central and these other Microsoft tools? Download Synergy Business Solutions’ new definitive guide:

Microsoft Dynamics 365 Business Central Capability and Toolset Guide

Business Guide for Replacing Accounting Software



Is 2019 the year to replace your accounting system?

Do you need real ERP software to finally eliminate data silos, inefficiency, and manual processes?

Download this guide to learn the following:

  • Signs your basic accounting software or legacy systems are putting your business at risk.
  • The characteristics of a modern technology business platform.
  • Your options/advantages for moving to the cloud or staying on-premise.
  • Definitions to demystify the cloud.
  • What questions to ask when evaluating your options.
  • Why consider Microsoft Dynamics 365 Business Central to run your business.
  • The next steps to take a tour and see mini-demos of a modern ERP system.

Download Now

ProjectPro – The Answer for Construction Firms That Value Microsoft Technologies

What is ProjectPro? A powerful extension to Dynamics 365 Business Central for project management and construction accounting.

What industries is it for? Designed for construction companies and manufacturers that also do installation/construction.

What does it deliver? The ProjectPro solution integrates all of your critical project accounting, job quoting, project management, labor and equipment resource management, subcontract management, job material planning and customer relationships all in one database so users can easily handle their business roles and responsibilities.

What difference will it bring? ProjectPro will strengthen control of your organization’s projects. With integrated data, intelligent transaction processing, and robust analytical and reporting capabilities, you can reduce the time and effort it takes to access meaningful information necessary to make good business decisions.

Who is the publisher? ProjectPro (Gemko) and Microsoft. They have the software, knowledge, and means to provide your business with the most powerful yet user-friendly construction accounting system available using the latest Microsoft technologies.

How can Synergy help you evaluate it? As a Microsoft Gold ERP partner and affiliate of ProjectPro, Synergy will provide the following services to help you evaluate ProjectPro’s and Dynamics 365 Business Central’s fit for your company:

  • Discovery phone call
  • Recommend specific modules and extensions and calculate your ROI
  • Provide preliminary pricing
  • Deliver you a custom demo that highlights solving your requirements
  • Help you compare them to other options
  • When appropriate, deliver a “Prove-before-you-purchase Prototype”
  • Contact Synergy today!

Brochure/Factsheets on ProjectPro and Dynamics 365 Business Central

Overview of Progressus PSA and Project Accounting

Progressus Professional Services Automation (PSA) is an extension to Microsoft Dynamics 365 Business Central that adds functionality for professional services organizations for project budgeting, project cost tracking, project time and expense, revenue recognition, resource management, and project analytics and reporting.

This demo shows you how Progressus handles each of these tasks and includes a look at the 13 Power BI dashboards that come with the solution, which include:

Project Dashboards with Progressus

  • Project Overview
  • Project Details
  • Project Performance
  • Project Costs
  • Project Revenue
  • Resource Overview
  • Resource Planning
  • Resource Details
  • Manager Performance
  • Project Finance
  • Project Margin Trends
  • Project Opportunities
  • Top Bottom Rankings

OVERVIEW DEMO OF PROGRESSUS PSA: (39:33)

How D365 Business Central’s Built-In Intelligence Helps You Manage Inventory

Inventory management is a trade off between customer service and managing your cost. On one hand, a low inventory requires less working capital. On the other hand, stock outs potentially lead to missed sales. See how the Microsoft “Cortana” intelligence, built in to Dynamics 365 Business Central, helps you manage inventory and forecast what you’ll need to maximize sales.

Dynamics 365 Business Central and Outlook Integration!

In this mini demo, you’ll see how Microsoft Dynamics 365 Business Central integrates with Outlook and streamlines the Quote-to-Cash process. There are now two flavors of Dynamics 365 Business Central, a true, multi-tenant Cloud version and an on-premise version. Both solutions are based on the Dynamics NAV product that has been renamed “Dynamics 365 Business Central.”

After watching this mini demo, visit our Dynamics 365 Business Central web pages to learn more about the series of modules within the solution, including financial management, supply chain, inventory, warehousing, manufacturing, job management, and service.

Do a Quote-to-Cash Process Almost Entirely in Outlook: