Category Archives: Dynamics SL

Dynamics SL 2018 Release Scheduled for May 1, 2018!



Microsoft is happy to announce that Microsoft Dynamics SL’s next release, SL 2018, has been scheduled for release on May 1, 2018. Microsoft Dynamics SL 2018 will start a new quarterly release cycle. The goal is to be able to roll out new features even after the initial release of Microsoft Dynamics SL 2018.

The release themes of Dynamics SL 2018 include the following:

  • Query & Preview Enhancements
  • New Approvals Processes added to key areas
  • GL/AP/Financials Interface Enhancements
  • Projects Enhancements
  • Distribution Enhancements
  • Power Suite Evolution – Power BI, Power Apps for SL, Flow for SL, and more
  • To learn more: Microsoft Dynamics SL 2018 Themes and SL Roadmap


    Also, the Microsoft Dynamics SL Directory is now available. The new Microsoft Dynamics SL Directory includes content on Dynamics SL 2018, 2015, and 2011, all in one place.

2017 Year-End Processing for Microsoft Dynamics SL

For the convenience of our Dynamics SL clients, we have a Webinar and a set of Factsheets on Year-End Processing Procedures and Checklists. The presentation below by Dynamics SL Consultant, Margo Phillips, is on applying Year-End Updates for the Dynamics SL modules, Payroll, Accounts Payable, and Project Controller. It also includes Year-End Processing tips on those modules.

Skip to 1:50 for the start of the presentation.

 


In addition, you can review these industry-leading year-end closing procedures and checklists for Dynamics SL from Synergy and Microsoft Support. Happy closing of 2017!

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. 

Major Release of Dynamics SL Expected in First Half of 2018

Jeff Suwyn of Microsoft revealed the latest Dynamics SL roadmap during an October 3, 2017 webinar.

The next major release of Microsoft Dynamics SL will debut next year, Microsoft announced. The much-anticipated updated version is expected sometime in the first half of 2018.

Microsoft initially planned to announce the news at the annual Dynamics SL User Group (DSLUG) Fall Conference last month, but the conference was postponed until next spring due to hurricane threats.

Rather than wait until the rescheduled April 2018 conference to announce the news, Microsoft Dynamics SL Product and Marketing Manager Jeff Suwyn held a webinar version of his planned General Session. During the Oct. 3 webinar, he announced the latest version of SL and revealed a new product roadmap.

Few details are available so far regarding Dynamics SL 2018, but we do know that the product will feature the latest technology related to Power BI, Power Apps and Flow. We can also expect improvements to Web Apps and, as always, specific features requested by users.

From Jack Boyer’s ERP Blog

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


spacer_124_wide
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.
spacer_124_wide
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.
spacer_124_wide
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!
spacer_124_wide
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.