More Solutions in Dynamics SL
Back to Client Resources Main Menu
Below is just a sampling of solutions within Dynamics SL that you may not be taking advantage of. Contact your Account Manager to learn more and arrange a demo.
PROJECT AND OTHER DASHBOARDS
You have several Dashboards options with which you can get business intelligence about your customers, projects, markets, finances, inventory, orders, and more. In these examples below, you can customize dashboards to track your projects, budgets vs. actuals, profitability, and other important criteria.
Power BI Dashboards
If you wonder if there is a way to customize some of your important screens that you use regularly, the answer is probably “yes” and Synergy can do it for you. Contact your Account Manager to discuss your needs and learn how.
CUSTOMIZED REPORTS IN REPORT CATALOG
Synergy has developed a catalog of customized reports that we can build for you. Contact your Account Manager to discuss what kinds of reports you need or to see a list. The catalog will be downloadable from this page soon.
MODULES TO ADD TO YOUR SYSTEM
If you decide you need more capability in Dynamics SL, you may need to add modules. Clients on older licensing sometimes need to add the Cash Manager or Purchasing modules. Some companies start with Business Essentials modules (core financials) and eventually find the need to add the variety of Project modules. Contact your Account Manager to arrange a demo.