Author Archives: Michael Camp

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:

 

Tour Microsoft’s Modern Cloud ERP Solution

Is it time to upgrade your accounting and operations system with a modern cloud ERP? See how Microsoft’s new cloud ERP automates financials, inventory, supply chain, manufacturing, projects, reporting, sales, and service.

The tour will show you:

  • How the solution combines modern digital technologies
  • The look and feel, reporting, dashboards, and role center capabilities
  • The Functionality Guide with series in financial management, supply chain, inventory, warehouse, project management, manufacturing, services, and CRM
  • How Dynamics 365 tightly integrates with Office 365 and Outlook
  • Where to request a custom demo
  • Access to a whitepaper on how manufacturers can boost productivity

ACCESS NOW!

The New Cloud Version of Microsoft Dynamics NAV Launches

Microsoft is launching the new cloud version of Dynamics NAV on April 2, 2018. It’s called Dynamics 365 Business Central.

Business Central brings the full power of Dynamics NAV to the cloud, offering organizations a single, end to end solution for managing finances, operations, manufacturing, distribution, inventory, projects, sales, customer service, and more.

Business Central offers terrific value because it integrates with other Microsoft cloud services including Office 365 and can be customized or extended for specific industry needs with PowerApps, Microsoft Flow, and Power BI.

It’s a true cloud solution that has all the functionality of the on-premise Dynamics NAV solution, only now with SaaS pricing that enables companies to get ERP up and running quickly without a huge capital expense. For example, the Essentials functionality of the solution is $70 per user per month while the Premium level is $100 per user per month.

If you are a project-based company or government contractor, Dynamics 365 Business Central is not a replacement for Dynamics SL. But for those organizations on Dynamics SL that have distribution, manufacturing, or supply chain management, this new solution needs to be on your radar for your next ERP upgrade. See here why these companies should consider 365 Business Central.

Synergy will post more information about Dynamics 365 Business Central as it becomes available. For now, distributors, manufacturers, and supply chain management organizations can imagine all the functions found in this Dynamics NAV Capabilities Guide transferred to the cloud, to envision a solution for them.

Visit Dynamics 365 Business Central to get a look and feel of the solution.

Sign up for a Dynamics NAV/Business Central demo to get started on evaluating this “new generation of business intelligence in the cloud.”

Choose the Right ERP Solution AND the Right Implementation Partner

10 Characteristics of the Right Partner



Making a final decision on the right ERP accounting system for your company is only half the race. Without choosing the right implementation partner, companies risk a failed project without their business requirements met, no improved efficiency and real strategic long-term value, and poor ongoing support. Here are 10 ways the right implementation partner makes the difference getting you across the “success” finish line with the a medal. The right partner:

  1. Helps your thoroughly evaluate their solution and compare different systems
  2. Delivers a Prototype with your data so you see the software actually works before purchasing it
  3. Configures a system that meets all your exact critical requirements
  4. Empowers you, using their expertise to optimize your processes and work flow
  5. Helps you improve efficiency, productivity, and profitability, matching your predicted ROI
  6. Makes the “Go Live” date on time and within budget of original scope
  7. Has quality, attentive, responsive customer service and support
  8. Cares about you and is easy to work with
  9. Helps you upgrade or add additional functionality smoothly, on time, with minimal disruption
  10. Gives you expert guidance on future system decisions

To learn more about how critical choosing the right partner is, read what Synergy clients are saying:

Synergy Clients Speak Out on the Right Partner and Right Solution