Category Archives: Evaluating Software

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

Take a Tour of Dynamics 365 in the Cloud



Microsoft Dynamics 365 Business Edition is not a replacement for Dynamics SL, especially if you are a government contractor. With its powerful project accounting and government compliance capabilities, Dynamics SL is still the most powerful out-of-the-box Microsoft solution for project-based companies. Yet smaller companies, or ones that do not have complex project accounting, will find Dynamics 365 coupled with Progressus Project Accounting to be a powerful cloud-based alternative.

Cloud-based Microsoft Dynamics 365 Business Edition is a multi-currency business management solution that helps small-to-medium companies manage their accounting, finances, sales, and operations. With native integration with Office 365, it delivers a powerful integrated experience with the Microsoft software you already have. Moreover, for project-based companies, Dynamics 365 provides a platform for Progressus Project Accounting, a seamless integrated enhancement that enables effective and easy project setup, budgeting, tracking, time and expense, analytics, forecasting, and resource management.

Synergy has put together a tour of Microsoft Dynamics 365 (9 mini demos) for your convenience in each major area, as well as one demo of Progressus‘ professional services automation and project accounting. Demos include:

  • Financial Management – Bookkeeper and Accountants’ Roles
  • Project Management – Project Manager Role and Managing Jobs
  • Project Accounting – Budgets, Tracking, T&E, Analytics, and Resource Management
  • Purchasing – Procure to Pay
  • Inventory – Manage Your Inventory
  • Sales – Sales Management and Quote to Invoice
  • Executive Oversight – Business Health, Trends, and Opportunities

Sign up for the tour and see for yourself how Dynamics 365, with or without the advanced project accounting enhancement, might fit for your company.

Take a Tour of Microsoft Dynamics 365 in the Cloud

Synergy Publishes Whitepaper on How Software Improves Manufacturing


With evidence from Nucleus Research’s evaluation of Dynamics NAV users, Synergy’s new white paper outlines the improvements software technology can bring to companies engaged in discrete manufacturing. The white paper addresses 8 ways that a modern system like Dynamics NAV can boost operations.

In short, new integration, visibility, universal access, real-time data for reporting, streamlined production (including MRP and scheduling), and improved inventory management can boost productivity 20 percent, including for sales and customer service.

The whitepaper will help companies learn how to:

  • Gain visibility into a company’s performance.
  • Integrate systems so a company has one version of the truth.
  • Automate Materials Requirement Planning (MRP).
  • Efficiently track and schedule production.
  • Effectively manage and reduce inventory.
  • Better serve customers through a streamlined system.
  • Leverage centralized data to create flexible reports/dashboards.
  • Enable web, tablet, and smart phone access to data.

Download the whitepaper here:

8 Ways Manufacturers Can Boost Productivity, Margins, and Growth

Top 12 Enhancements for Dynamics SL

With all the available third-party enhancements for Microsoft Dynamics SL, who is to say which are the best? Well, for your convenience, Valerie Borak of Plumbline Consulting, in coordination with Synergy Business Solutions, has compiled the Top 12 Enhancements in this recorded webinar below. These top 12 are highlighted and demoed for you:

  1. Audit Trail by FastPath
  2. Prepaid Processer
  3. Quick Find (formerly Rainbow Search)
  4. Credit Card Import (formerly Purchase Card)
  5. General Ledger Mover
  6. Period Mover
  7. AR Collections
  8. One Time Vendor
  9. Vendor Multi Remit
  10. Terrorist Check (per government requirements for some companies)
  11. Voucher to Credit Card
  12. Fixed Assets

This demo highlights each of these in the same order listed. At 37:30, the Q&A starts. If you are interested in any of these, contact your Account Manager for a Synergy discount. Or, contact Rob Lloyd, at rob@synergybusiness.com.


Actual presentation starts at 0:25. After the highlights of the 12, the Q&A starts at 37:30. 

Prove It Before You Purchase an ERP System



If you are evaluating a new ERP system, how can you ensure you choose the right solution, which when implemented, truly performs and meets your requirements and automates your processes?

At Synergy, that answer to that question is to engage a Prove-Before-You-Purchase Prototype of the top solution you determine from your evaluation of short-list demos.

How It Works

The Prove-Before-You-Purchase Prototype starts with a Needs Assessment to develop your precise system and a configuration and implementation plan. Then we use your real data (chart of accounts, general ledger, customers, vendors, projects, etc.) to configure your solution utilizing all the software modules that are appropriate. This would include an abbreviated Chart of Accounts and all the critical transactions you need.

A project-based company, for example, might have transactions for Project Accounting, Project Management, Accounting for Labor, Order Management, Purchasing, Project Reporting, and Financial Reporting.

Then, in this configured working solution—not a theoretical demonstration—we present it to you onsite to prove it meets your critical requirements before you order the software. It’s the best insurance you can buy.

No Extra Cost in the Long Run

Moreover, the resultant Prototype, although a paid engagement, will be developed in such a way that it can be used as the actual implementation starting point for your system implementation. So, when things move forward, there is no extra cost to you.

Clients Value the Prototype Approach

One of our clients described comparing systems and engaging Synergy for a Prototype this way:

“Synergy helped us thoroughly compare systems,” said Michele Gargaro, Controller at TDA Research. “Through deep-dive demonstrations and the prove-before-you-buy Prototype, they showed that Dynamics SL was the right choice for us to meet our specific business requirements, from government compliance to internal reporting.”

The Prove-Before-You-Purchase Prototype provides you with the opportunity to evaluate all the functionality of the solution and experience the system prior to the purchase of the software and committing to the full implementation.

Need Dashboards? We have an App for that!


There’s a variety of ways for Dynamics SL users to build and view useful Dashboards for their teams. Dashboards are real-time user interfaces showing a graphical presentation of your company’s Key Performance Indicators (KPIs). They show both the current status and historical trends of KPIs that enable you to make accurate evaluations and informed decisions regarding your company’s performance.

Each user can have their own Dashboard that displays what is important to them. A Project Manager might view her projects’ performance or resources. An Executive might view total project work, top projects, and top project managers. A Sales Director might view sales by salesperson or by customer. Again, you decide what is important for members of your teams and set up Dashboards with user-based security so people only see what they are authorized to see.

Our own Donna Hurst and Kevin Graham recently taught a webinar that shows you how to set up Dashboards with Dynamics SL data three different ways—in Excel, SSRS, and Power BI. This helps you see the advantages of each and decide which type is best for your company or team.

Visit this page to access the webinar > WEBINAR: Dashboards in Dynamics SL

When You Need to be Wary of the Hype Around the Cloud


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It’s true that cloud-based ERP systems have major advantages. They can get you out of the IT business. Especially for start-ups, paying for a system with the software-as-a-service (SAAS) model can be cost effective when you compare it to paying salaries for an in-house IT Team and costs for hardware, servers, utilities, and backups. Moreover, a true Cloud system (multi-tenant and not hosted) makes upgrades minimally disruptive and basically routine as they take place in the background with no direct costs like the traditional upgrade model.
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When to Be Wary
On the other hand, oftentimes, true Cloud products haven’t grown up yet. They deliver fundamental functionality and some bright-and-shiny modern features, but still can’t compete with some tried-and-true on-premise solutions, which are actually just as “modern” or even more so.

One area where this is especially true is in project accounting, job costing, and government compliance. Cloud products tend to lack the depth of capability required for these functions. Seldom can Cloud solutions effectively deliver sophisticated allocations, complex job cost accounting (e.g. costing on the task level, etc.), truly flexible reporting, and indirect rate management for Cost Reimbursement government contracts.
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What Really Counts
The desire for a “modern solution” can blind people to recognizing a system that efficiently performs the critical functions they need. The answer is to realize, whereas there are compelling reasons to consider a cloud-based system, at the end of the day what counts is implementing a solution that truly streamlines your business.

Microsoft Dynamics 365 and other cloud-based products are still relatively new to the market. Or, they are in a suite of products that may not have flexibility to integrate with critical third-party enhancements. If your core business is project-based—professional services, research, engineering, construction, make-to-order manufacturing, etc.—or you are in the federal/state government market, consider this: We have seen traditional on-premise systems like Microsoft Dynamics SL blow the emerging cloud or suite products out of the water… or should I say, out of the sky!
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The Best of Both Worlds
What’s more, if it’s the IT business you want to get out of, an on-premise system like Dynamics SL can be hosted in the Cloud to ensure you gain the essential Cloud advantages.

At Synergy Business Solutions, we help companies make the ERP system comparisons necessary to make the right choice. As a reseller of both on-premise (Dynamics SL and Dynamics NAV) and cloud (Dynamics 365) solutions, we are happy to assist you in your evaluation process. There is a time to be wary of the Cloud option and we help you discern when that time is and why long-standing modern on-premise systems often give you what you really need with or without hosting cloud technology.

eBanking in Dynamics SL Made Easy

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Did you know that Dynamics SL has a fully integrated eBanking module from SK Global Software? This software seamlessly integrates with Dynamics SL and allows you to manage your Banking Process automatically while providing improved security and fraud protection.

From Positive Pay files for your bank to electronic payments to your vendors, these solutions can help save you time and money and improve your visibility and control over your banking processes. The suite includes Positive Pay, AP EFT, Wire Transfer, AR EFT, and Lockbox Processing – you can pick any or all.

See a recorded WEBINAR on the solution: eBanking for Microsoft Dynamics SL

Or, contact your Account Manager to answer questions or arrange a demo.

Top 4 Ways an ERP Software Partner Should Support You

When selecting a new ERP, financial management, and/or project accounting system, software is not the only consideration. It’s also important to choose a proven partner, that can help you with the selection process, a successful implementation and configuration, training, ongoing technical support, connecting you to a vibrant software community, and showing long-term commitment to the product.

Watch this video to learn how important this is.

Top 4 Ways You Should Get Support from an ERP Partner