CLIENT SUPPORT

support@synergybusiness.com

Technical Support: 503-601-4102 or 206-859-6502

NEW! Synergy Blog: Project Accounting and Dynamics SL Best Practices - Read SL tips, tricks, and success stories; submit comments & questions

Synergy has dedicated, full time support staff to assist clients with technical issues. Each support staff member has access to Microsoft and our consulting team  to address the depth and breadth of any client question. The following resources equip clients, whether you are learning afresh or considering additional modules or services.

Training	User Groups	Demos	Solutions	Financing	Events

REPORT ASSISTANTS, USER MANUALS, and RESOURCES Here is where you find all of the Report Assistants you will need, User Manuals, and the link to search the Microsoft Knowledge Base for other resources.
AP Report Assistant	AR Report Assistant	Cash Manager Report Assistant
GL Report Assistant	Inventory Report Assistant	Order Management Report Assistant
Payroll Report Assistant	Project Controller Report Assist.	Purchasing Report Assistant
Time/Expense Report Assistant	User Manuals	Search in Knowledge Base*
*To access Knowledge Base, you will need a Windows Live ID to log in to the page that first displays. Here are access instructions and a FAQ. If you need assistance, email rob@synergybusiness.com.

TRAINING We believe that training is the key to efficient and accurate use of the Dynamics SL software. Synergy regularly offers class room training on the various modules and is happy to arrange custom and on site training sessions when it benefits the client. Also, various manuals and articles below will equip you in Dynamics SL.

Description of Classes	Class Schedule

USER GROUPS Our user group meetings are held three times per year and provide the unique opportunity to network with other software users and Synergy staff and learn best practices. (If no links are shown, the next meetings are not planned yet - keep checking back).
Next Seattle Meeting	Next Portland Meeting	Next Boise Meeting	Next Virtual Meeting

DEMOS See specific examples of how Microsoft software is integrated to simplify all aspects of project accounting. The Overview video requires Windows Media Player. Other videos require Flash. Microsoft Solomon is now Dynamics SL. Overview of Dynamics SL Project Management Project Accounting Portfolio Management Resource Management   Project Initiation Contracts & Budgeting Communicate & Collaborate Improved Profitability Project Management for Specialty Contracting SOFTWARE SOLUTIONS The following are solution fact sheets for various modules of Microsoft Dynamics SL and Business Portal as well as other integrated third party products. Solutions that are marked* are third-party products that integrate with Dynamics SL. Project Management and Accounting Project Master Rate Processor Time & Expense Entry Flexible Billing Project Analyzer Contract Management Alerts Project Budgeting Employee Utilization Integrate PM/Acc'ting Project Estmt'g/Plannng Timecard to AP Invoice MS Office Project Server       Financial Management General Ledger Accounts Receivable Accounts Payable Payroll/Direct Deposit Union Payroll Cash Manager Currency Manager Financial Stmt Conversion Multi-Company AR Electronic Funds Transfer* Credit Card Processing* Fixed Assets* Human Resources* Payroll Tax Filing* AP/PR Laser Checks* AP/PR Postive Pay* Sarbanes Oxley Audit Utility* Secure Posting* Update Data* Time & Expense to AP*       Reporting & Analytics       Analyst Reporting* Crystal Reports Financial Reports (FRx)   SQL Server Reporting Services Jet Reports in Excel*   Web Portals Business Portal Key Performance Indicators Process Server  Document Management     Document Management* Document Imaging* Paperless Solution*   Material Management       Requisitions Purchasing Inventory Order Management Barcode Gateway*       Field Service       Equipment Maintenance Service Contracts Service Dispatch   FINANCING With Microsoft Financing, you can reduce the up-front cost of purchasing the software your business needs to be more efficient and effective. Focus on getting what you need, instead of how to pay for it. Learn the benefits and fundamentals of financing: Financing Fundamentals Benefits of Financing Evaluating Financing Whitepaper FAQs on Microsoft Financing The SmartPay Option   EVENTS Clients have opportunities to accompany Synergy to Microsoft conferences and other events that highlight Dynamics SL. Microsoft Convergence