Category Archives: Software Evaluation

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 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

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

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:

 

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

When You Have More Exacting Reporting, Forecasting, and Budgeting Needs


Sometimes, Dynamics SL or NAV users have more exacting and comprehensive needs for Financial Reporting, Planning, Forecasting, and Budgeting beyond what a tool like Microsoft Forecaster delivers. That’s when Solver’s BI360, the self-service business intelligence suite, can come into play. BI360 offers modern, dynamic reporting, budgeting, and dashboards with out-of-the-box integrations to Dynamics SL or NAV.

Make Better Decisions Faster through Collaborative Reporting
BI360’s report writer offers groundbreaking collaborative functionality, allowing your managers to be alerted of major discrepancies, quickly access and analyze reports that reveal business issues or opportunities, and add questions or commentary directly with the reports to share new insights.

Produce Complete Budgets and Forecasts through Collaborative Planning
BI360’s budgeting module provides your organization with a complete data entry interface to capture strategies, goals, budgets, forecasts, and what-if scenario models. You can distribute ownership, so your team can access, review and share new insights into your budgeting activities, discuss and define strategic plans and targets, and then share these with the budget users.

Synergy and Solver did a webinar recently expressly for Dynamics SL or NAV users who need this extra functionality and are considering replacing Microsoft Forecaster. To evaluate whether this is a solution for your company to meet performance-driven reporting requirements, sign up here for the:

On-demand Webinar: Forecaster Replacement – Planning, Forecasting, & Reporting with BI360

Government Contractor Solves Their Top 3 Accounting-System Challenges

When NuScale Power realized their future meant getting into the federal market, they knew their existing accounting system (QuickBooks) was extremely problematic when it came to government compliance. In this interview, Controller Julie Adelman explains their top three accounting-system anxieties and how Dynamics SL easily solved them.

How to Eliminate Government Compliance Accounting-system Anxieties


Overcoming New-Accounting-System Fears

Just considering a change to your project accounting and financial management system often results in having fears and anxieties. Will we be able to find and agree on the right solution? Will our implementing partner really listen to our needs? Will we find a good solution out of the box or will we need to do a lot of customizations? Can we continue business as usual, or will we need to make major adaptations? Will we be able to do financial reporting the way we need to without the hassle?

Rebecca Harrington, VP of Finance & Corporate Controller at Hydro Resources, shares how her company overcame their fears through good software and the expertise of their new software partner.

How to Overcome New-Accounting-System Fears


Top 4 Ways an Accounting Software Partner Should Help 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 through:

1 – Technical Support

Have experienced, and readily available consultants at their Help Desk.

2 – A Deep Consulting Bench

Have the expertise on their staff that can deliver you a successful implementation, custom development and reporting, training in the software, and process improvements that will make you more efficient.

3 – Becoming Part of the Software Community

Hold regular user group meetings, provide webinars on new releases and features, and get you plugged into national conferences.

4 – Commitment to the Product

Have a long-term commitment to the software, establish a long-term relationship with you, and be very involved with product development and the publisher.

To see how Synergy performs as an Accounting Software Partner read:
Client Testimonials