For businesses that have outgrown their limited or legacy accounting software, the hardest part of finding their next solution can be knowing where to even start. There are many decision points in selecting the right solution to empower your company to reach its full potential, like business process support, user experience, licensing cost, out-of-the-box capabilities, implementation cost, partner capabilities and much more.

To help business decision makers jump-start their software research process, Turnkey Technologies regularly hosts Microsoft ERP Software "Shootout" events, which are free, convenient opportunities to compare Microsoft Dynamics solutions side-by-side. Attendees can join us in-person OR online, and recorded sessions are available to watch afterwards. Either way, you’ll have a front-row seat to a standoff between a few of the toughest, most innovative ERP solutions on the market:

• Dynamics 365 for Finance & Operations (aka AX, MS Azure/Single Tenant)
• Dynamics 365 Business Central (aka NAV, MS Cloud/Multitenant)
• Dynamics 365 Business Central (aka NAV, On-Premise/Hosted)
• Dynamics GP (On-Premise/Hosted)

Register for the next Microsoft ERP Software Shootout on April 25, 2019 »

By attending this event you will be able to:

• Focus your selection team and consolidate your research efforts between Microsoft ERP solutions.
• Witness professionals demonstrate various business process scenarios in each Dynamics solution within a short time frame to allow you to form quick impressions and validation of capability.
• Connect with Turnkey Microsoft subject matter experts that have implemented these solutions for hundreds of companies in varied industries.
• Shortlist the Microsoft Dynamics solutions most closely aligned to your business vision and roadmap so future efforts are focused.

Read on to learn why it is imperative for executives to attend and learn about transformative business technologies, and why Turnkey Technologies is the partner to work with.

What’s the idea behind the Microsoft ERP Software Shootout?

Turnkey Technologies began hosting this recurring event in response to curiosity between Microsoft Dynamics and other ERP brands, as well as comparisons and contrasts among Dynamics solutions themselves. Whether it’s current Dynamics users who want to adopt a higher caliber Dynamics solution, or patrons of legacy ERP brands looking for a change, no one wants to sift through endless lists of solutions and providers churned out by search engines. They want to quickly and efficiently identify software that is a good fit for their business, in addition to finding a Microsoft partner who can get the job done right.

The shootout event captures the spirit of comparing Microsoft Dynamics solutions side-by-side, like the tie-breaking shot of a hockey game. By the end of the shootout, after the goal horn has sounded, only one Dynamics solution will stand victorious (though the victor will be in the eye of the beholder, since the ideal Dynamics product will vary from business to business).

What are the differences between Microsoft Dynamics solutions?

Here are quick profiles of the Dynamics ERP solutions Turnkey will showcase:

• Dynamics 365 for Finance & Operations (aka AX, MS Azure/Single Tenant) - D365 FO is Microsoft’s most robust business management solution. Formerly known as Dynamics AX, it's a comprehensive ERP solution designed to take full advantage of the power of the cloud and help even the largest organizations structure and automate their business processes faster. Manage global expansion, complex financial structures, scale your processes and get complete business intelligence - all within a modern user interface. Customers can choose from the Unified Operations plan (ERP only), or seamlessly integrated with CRM in the full Dynamics 365 plan..
• Dynamics 365 Business Central (aka NAV, MS Cloud/Multitenant) - D365 BC is a comprehensive business management solution that helps organizations that have outgrown their limited accounting software connect and automate business processes across finance, supply chain, manufacturing, project management, HR and more. Business Central can seamlessly connect with Dynamics 365 for Sales, Customer Service, and Marketing for comprehensive ERP and CRM functionality. Dynamics 365 integrates deeply with Office 365 to enable end-to-end business processes and a seamless work experience..
• Dynamics 365 Business Central (aka NAV, On-Premise/Hosted) - Similar to the above, D365 BC on-premise (NAV) is an easily adaptable ERP solution designed for small and medium-sized businesses that have outgrown their limited accounting software. This version of Business Central is deployed on-premise, but like its cloud-based counterpart, can help businesses automate and connect financials with sales, purchasing, operations and inventory management.
• Dynamics GP (On-Premise/Hosted) - One of the most trusted and widely-adopted ERP solutions for small and midsize businesses, Dynamics GP offers growing organizations comprehensive financial and supply chain management within a single, scalable solution. Dynamics GP can be deployed on-premise or in a private hosting environment and offers right-size licensing options with the Starter Pack and Extended Pack. Dynamics GP is a time-tested solution with a large network of extensions and add-on solutions to meet specific industry requirements.

Can't make it to one of our ERP shootout events? Register for a free ERP Fit-Gap Session with Turnkey Technologies, where both our teams can discuss your goals and requirements in further detail.

Register for the next Microsoft ERP Software Shootout on April 25, 2019 »

View our previously recorded Microsoft ERP Software Shootout »

By Turnkey Technologies, Inc. - Gold Microsoft Partner based in St. Louis, Missouri.

The post Jump-start Your ERP Software Selection Process – Microsoft ERP Software Shootout appeared first on ERP Software Blog.

KPIs are not a new concept in the business world. Nevertheless, e-commerce has introduced many new KPIs that are specific to doing business on the web. For example, site traffic is a KPI which measures how many visitors access your website in a given time. Bounce rate is another, telling you the percentage of users who leave your site after viewing a single page within a specific timeframe.

As a rule, Google Analytics is one of the leading free website analytics tools for measuring how people find and use your website, including the KPIs mentioned above. It provides detailed statistics on overall website performance that allow you to refine your business strategies based on user behavior.

But many of the most important e-commerce KPIs are the same ones offline companies have always used to assess business performance. ERPs make it easy to collect and interpret this data. With an ERP-integrated e-commerce solution, the data transparency between the two systems makes analysis even easier.

Here are 3 crucial e-commerce KPIs you can measure directly from your ERP.

Cost of Goods Sold (COGS)

One of the principle objectives of any business is to reduce cost. The goal is to produce, market, and sell goods for the lowest possible cost in order to maximize the profit margin, while still ensuring quality and customer satisfaction.

Cost of Goods Sold, or COGS, is one of the most effective e-commerce KPIs for determining this. It looks at all the costs a business incurs in order to sell a specific product. This includes manufacturing or acquisition costs, marketing costs (such as money for ads), employee costs (such as wages), and other expenses.

An ERP-integrated e-commerce solution naturally lowers operational costs by automating many of your simplest (but most time-consuming) business processes.

Take order processing as an example. When a customer places an order in your web store, you normally have to copy the order information over to your accounting software. Then you have to invoice the order, and copy the invoice back over to your web store. This process might only take a few minutes. But the more orders you get, the more those minutes add up—and more you risk making a (potentially expensive) mistake.

With an ERP-integrated e-commerce solution, this whole process happens automatically. Not only does this eliminate the time you would have to spend paying employees to do it manually, but it also eliminates the possibility of human error. By lowering your cost per order, integrating to your ERP can dramatically reduce your cost of goods sold over time.

Average Order Value

One of the most important e-commerce KPIs is average order value. This KPI is exactly what it sounds like: the average value of an order your web store receives.

Unlike COGS, where the KPI should gradually decrease, we want the average order value to go up. It is closely related to other sales-centered e-commerce KPIs like conversion rate, which is the percentage of site visits that lead to a purchase. Increasing these KPIs is the way to maximize sales growth.

With average order value, we’re not necessarily making more sales (i.e. higher conversion rate). Instead, we’re trying to increase the amount customers spend on each order. Note that this KPI does not necessarily target returning customers, as it factors in first-time sales as well. If a new customer spends $10 on average the first time they visit, eventually we want new customers spending $15, and $20.

Cross-selling and upselling are among the most effective strategies for increasing average order value. E-commerce platforms provide built-in tools for this, such as complementary item suggestions. For example, if a customer is browsing printers, you can configure your web store to recommend ink cartridges and paper. Depending on your e-commerce solution, you can also bundle these items together in kits.

Another effective strategy for increasing average order value involves structuring your prices to offer a discount once the customer’s order meets a certain threshold. This can be a direct discount, such as 5% off on all orders over $100. Free shipping is arguably even more effective. Managing complex price structures like this is obviously much easier with an ERP-integrated solution.

New Customer Orders vs. Returning Customer Orders

Customer satisfaction is a crucial metric for any business. There are numerous e-commerce KPIs for measuring it.

New customer orders vs. returning customer orders tells you how many new customers you have acquired in a given period. But it also tells you how many customers are coming back. This is important for two reasons.

First, returning customers tend to spend more than new customers. So consistently bringing customers back to your store is likely to have a positive impact on your average order value. In fact, these two e-commerce KPIs are very closely linked.

Fostering customer loyalty is vital to the long-term health and sustained growth of an e-commerce business. Virtually anyone can set up a web store and begin selling products. Differentiating your brand is the only way to stand out in saturated market, and customer loyalty is the lifeblood of brand recognition.

Some of the most effective loyalty-building strategies overlap directly with average order value. Loyalty programs and coupons are two examples. By offering loyalty points, you provide customers with a reason to return to your store and make additional purchases. Offering more points for bigger purchases encourages shoppers to add one more item for extra points.

Coupons work exactly like the discount method we discussed above. The difference is that the coupon can serve as the customer’s whole reason for returning to the store.

We’ve looked at three crucial e-commerce KPIs. There are many others, all of them important to your business growth. An ERP-integrated e-commerce platform makes it easier not only to assess these KPIs, but to improve them dramatically.

The post 3 e-commerce KPIs you can measure from your ERP appeared first on ERP Software Blog.

If you’re in the market for a solution that will help streamline your warehouse, look no further than barcodes. Indeed, this will not only improve the speed and accuracy of your workflow, it is easier to set up than it may sound. There are a plethora of benefits to using barcodes.

Since the introduction of 2D barcodes, the amount of data a barcode can hold has significantly increased. How does this benefit you in a warehousing environment? You can reduce file sizes and scanning times without the cost of additional validation and correction.

What Barcode Generator Brings to the Table

Insight Works’ Barcode Generator is now available on Microsoft’s AppSource for Dynamics 365 Business Central, and that’s a big deal because now you can modify existing reports such as invoices, order confirmations and production orders to include barcodes.

With Barcode Generator you can:

• Easily generate product “label” reports within Business Central and print product labels with barcodes.
• Include a barcode on a Sales Order, so when accessing the paper document as it is passed around departments, it can simply be scanned to bring up the record in Business Central.
• Include barcodes on packing slips for each item; the receiver can then scan the packing slip instead of the product boxes.
• Include barcodes on pick tickets of bulk items, collect the items and scan the pick tickets as each item is retrieved.

Whatever your barcode needs may demand, Insight Works has the solution.

The post Adding Barcodes to Reports in Dynamics 365 Business Central appeared first on ERP Software Blog.

When natural disasters strike, personal safety is (and should be) everyone’s first priority. However, we also know that natural disasters can have a huge impact on businesses. Many companies don't have a disaster recovery plan in place, and for those companies, it can be even more difficult to get back up and running. So how can businesses feel confident that, even when catastrophe strikes, they can recover?

Simply put: Automation.

If you haven't implemented paperless automation/document management, you probably have a log of documents stored in their original paper format. Invoices, purchase orders, packing slips, receipts, HR forms, etc. All of these documents can be easily destroyed (and never recovered!) when flood, fire, hurricane or other disaster hits your office. But you can weather-proof your enterprise by turning all of that information from paper format to digital with a paperless automation/document management solution, like MetaViewer. Digitizing documents makes them more secure, in addition to making them available any time and from anywhere. This means that, even if your office building becomes damaged, your documents are safe and sound in a data center, recoverable from wherever you’re working from so that you don't have to lose valuable information and work time. Paper documents stored in folders and filing cabinets, or even workstation hard drives and servers, however, may not be able to be recovered at all, setting you back days, months or years. It could also make you non-compliant when it comes to document retention regulations, as some documents are required to be on-site and available for a set amount of time.

A paperless automation/document management system also automatically performs regular backups, often set by your organization. So, if your backups are set to run regularly, your information will be up-to-date and stored in their most recent versions so that your team doesn’t have to play catch-up and you can easily recover documents.

We know that disaster can strike any time, and that the results can be catastrophic. But automation has your back to make sure that you can get back on your feet in no time.

The post Paperless Automation for Disaster Recovery appeared first on ERP Software Blog.

Especially if you’re working with a legacy system, these upgrades can be time-consuming and disruptive. Making time for them when you only want to focus on your business is easier said than done. So, it probably comes as no surprise that half of all ERP software users are more than two versions behind the current one. However did you know, putting off upgrades leaves you vulnerable to a wide variety of hidden ERP costs which could be silently stealing money and customers away from your business?

Sure, on the surface, hanging onto your current system may seem like the least expensive and easiest option. But countless research studies have found this is actually not the case. To show the dangers these hidden ERP costs pose to your business, we collected key statistics and put them together in this 90 second eye-opening video.

Watch to learn how hidden ERP costs may hurt your business

Can’t play the video or prefer to read? No problem, here’s a written synopsis of the video’s most important points.

• Only 4% of IT leaders feel their ERP system creates a competitive advantage for the business.
• An overwhelming majority (90%) of people would rather take their business elsewhere than work with a company using outdated technology.
• 60% of consumers think a company is outdated if they use an operating system more than four years old.
• 60% of consumers say they are more likely to be a repeat customer of a business that uses modern technology.
• Windows XP costs over $700 a year to maintain while Windows 8 costs only $168 a year to maintain.
• Windows Server 2003 costs $200,000 a year to maintain.
• 40% of cyber-attacks target small business.
• 40% of consumers will not return to a business after hearing someone hacked it.
• Experts expect the cost of cybercrime to top $2 trillion this year.

Can your business afford to take these costly risks? My guess is, it can’t...

Not sure what to do next? We recommend you compare the cost of keeping your current ERP system to getting a new one with this handy calculator.

Questions about your results? Want to learn more about the upgrade process? Contact us. We’ve been matching businesses with the technology they need to succeed for nearly 30 years.

Ready to explore modern ERP options? Visit this webpage.

By: Laura Schomaker, Intelligent Technologies Inc., a South Carolina Microsoft Dynamics partner.

www.inteltech.com

The post [Video] Are You Ignoring These Hidden ERP Costs? appeared first on ERP Software Blog.

Cloud computing and financial reporting are no longer just buzzwords — they are driving business transformation for small and midsize businesses. By bringing together business applications and familiar productivity tools, Microsoft Dynamics in the cloud can now offer the insights you need to better understand your customers and drive your success.

Dynamics GP is a complete enterprise resource planning (ERP) solution for small to medium sized businesses. Dynamics GP helps you gain control over your primary business drivers. From financials and human resource management to manufacturing and operations, Dynamics GP brings people and systems together to support your business ambitions. Whether you are considering purchasing Dynamics GP or are an existing customer looking to expand your solution with new functionality, this guide provides an overview of the product modules available grouped by the functional area.

PowerBI

For many years the Dynamics GP product strategy has focused on better reporting and giving you ways to turn your data from multiple sources into knowledge. PowerBI is a suite of business analytics tools that delivers business insights throughout your business. It enables you to aggregate, analyze and share data easily.

Role Based Security

Limit access to sensitive information by role through Role Based Security. Predefined roles come with the application to help you get started quickly, and to define internal controls and maintain separation of duties therefore reducing risk.

Workflow

Provide structured steps and approvals of business processes through native workflows that can be modified easily to your unique business needs. Workflows currently supported are General Ledger Batch, Receivables Batch, Payables Batch, Vendor, Purchase Order, Requisition, Employee, Time, Employee Profile, Employee Skills, Direct Deposit, W4 and Project Expense.

Integration

Integrating systems together in the right way improves business processes, makes you more productive and saves money. Though various tools, Dynamics GP is easy to integrate with/to/from, empowering you to be able work differently.

Account Level Security

Enhance security features and account views by allowing users to enter, edit, and view information from a reduced account set, based on the access granted for General Ledger accounts on a per-user basis.

Are you ready to use data to transform your business? Work with Accountnet to explore how Microsoft solutions for small and midsize businesses can help you get more out of the data you already have and put it to work for you. As a Microsoft Gold Certified Partner, Accountnet helps companies get up and running with Microsoft Dynamics. We don’t just install and configure the software — we also train your accounting staff to use it to create the reports they need, so they can analyze data as needed. Our solutions enable better workflow and provide all accounting users the information they must have to do their jobs well — wherever they are, in whatever application they choose to use. Take the next step toward growth with Microsoft Dynamics. Contact us at Accountnet to learn more call 212-DYNAMICS or 212-244-9009.

The post How to simplify my day to day reporting needs with Microsoft Dynamics? appeared first on ERP Software Blog.

In the rental business, these could be the main functionalities that could play a pivotal role:

• The ability to manage the entire funnel of the transaction, which is to start from lead and end up with a quote
• Provide customers with the option to view the equipment on offer for authenticity and providing them the opportunity to make an informed decision and ensure return on investment
• Establish an always-updated connection between the front office and back office operations to be able to deliver value
• Have automatic alerts for delivery dates, the current location of assets, maintenance alerts, and other details for logistics management

Information at a glance: Microsoft Dynamics 365 for Finance and Operations can help you get all the data you need to nurture your customer from the lead to the quote cycle. Insight into the prior transaction, the history of the equipment, the availability schedule, and the option to attach files like specification sheets, contracts, receipts can make the whole process flow smoothly.

Streamlined delivery: Like any other industry or probably more so, customers in the rental sector want delivery at the specified time. The option for real-time tracking of assets, remote update of status, delivery schedules and best routes can streamline the delivery process. Even delivery acknowledgements can be instantly updated so that the information is updated.

Unique customer experience: When you can look at a customer’s history that includes details of prior transactions, it can add to the way you address their needs. You can get information like their payment history, previous quotes, etc. and use the details as an aid to enriching the customer experience.

Asset management: Information like where the equipment, how long it has been rented, the transport time, the distance between sites, and more can help you manage assets better. These details again add to the customer experience.

Workaround maintenance schedules: When you rent out equipment to a customer, you want to make sure that it is in good shape, which means timely maintenance. You can schedule your rentals as per the maintenance requirements of the equipment.

Track ROI on each equipment: Getting the history of each rental equipment and the pricing for it would enable you to track the ROI. These insights can be used for further planning to maximize returns.

Interested in discussing cloud-based ERP offerings for Microsoft Dynamics 365 for Finance and Operations for your rental business?

Download The Free Fact sheet:

The post Cloud-Based Rental based on Dynamics 365? Maximize the Benefits and Mitigate the Pitfalls! appeared first on ERP Software Blog.

Perhaps even more interesting is the fact that it’s also been a year since people began using Business Central in the cloud – indeed, amidst all the “sky is falling!” rhetoric we’ve been digesting as of late, whether it be with regard to political, technological or environmental agendas, the world didn’t end because certain sectors moved to cloud-based platforms. In fact, the world got better in many respects…and that includes the decisions many companies like Insight Works made to more efficiently serve their clients.

Let’s go over some basics first. Thanks to the magic of this fully cloud-based solution, Business Central, easy access to features is available anywhere via a user-friendly interface, one that’s designed to improve user productivity and data visibility. Put simply, divisions such as finance, operations, sales and customer service can all be managed from the same intuitive solution, eradicating the silos between various departments while helping increase the synergy across an entire organization.

Dynamics 365 Business Central, by streamlining processes, ensuring easy access to data and supporting long-term business growth, improves productivity and offers enhanced visibility into the performance of a company. With an impressive array of business intelligence applications at a business’ disposal to visualize, analyze and manipulate data when using Business Central, organizations such as Insight Works have been evolving right alongside the management solution, offering apps and other services to take its benefits to new heights.

For its part, Insight Works has made tireless strides to support Business Central, notably through apps available on Microsoft AppSource, including:

• Warehouse Insight – With Warehouse Insight, warehouse accuracy is improved and efficiency is boosted with mobile devices and barcode integration. This product streamlines Business Central’s inventory and warehouse functionality to provide intuitive warehousing tools for inventory counts, shipping, receiving, picks, putaways, bin management and more. In performing all inventory and management operations from handheld devices, Warehouse Insight supports a wide range of hardware, boasts support for Windows and Android, includes a built-in app designer and even offers a license plate add-on. View Warehouse Insight on AppSource.
• Dynamic Ship – Streamline tedious and error-prone shipping tasks and get real-time rates with Dynamic Ship, an intuitive tool for shop floor employees who will reduce manual entry errors by scanning packages directly into Dynamics 365 Business Central. Other benefits include lower shipping costs, detailed packaged management, enhanced accuracy with regard to shipping fees based on actual package dimensions and much more. View Dynamic Ship on AppSource.
• Canadian Payroll – This complete payroll solution is easy to set up and use, making it perfect for anyone responsible for payroll runs and who wants to simplify the process. The product helps pay and manage hourly and salary-based employees and seamlessly integrates with Dynamics 365 Business Central – without the need to involve a tech support staff. View Canadian Payroll on AppSource.
• Product Configurator – Ideal for companies that make-to-order or assemble-to-order, Product Configurator renders quote and order generation in a more streamlined manner, saving users significant time when quoting or designing products. What’s more, manual input efforts are reduced and efficiency is improved while the accuracy of sales quotes and orders is increased – simplifying the ordering and quote process for the staff. View Product Configurator on AppSource.
• License Plate Management – No, this isn’t referring to the rectangular-shaped piece of aluminum that hangs on the front and back of vehicles. With License Plate Management from Insight Works, entire pallets, boxes or containers of mixed items are easily tracked, and this includes mixed lot/serial numbers. This add-on for Business Central complements Warehouse Insight by enabling users to combine multiple warehouse items into one license plate number (LPN or master barcode) for simplified transaction management. View License Plate Management on AppSource.
• Advanced Inventory Count – Why should physical inventory counts be more difficult than they already are? Advanced Inventory Count simplifies counts with comprehensive data entry, reconciliation, posting and analysis tools so the warehousing staff ensures all inventory is accurately accounted for. View Advanced Inventory Count on AppSource.
  Barcode Generator – Barcode Generator makes it possible to add linear (Code39) or 2D (Data Matrix) barcodes to reports in Business Central, ultimately enabling the modification of existing reports like invoices, order confirmations and production orders to include barcodes. What’s more, with both 1D Code39 and 2D Data Matrix codes being supported, integrating with existing hardware and third-party applications is seamless. View Barcode Generator on AppSource.

In addition to these intuitive solutions that are taking Business Central to new heights, Insight Works is planning on offering its Shop Floor Insight, a comprehensive solution for barcoded time capture, time and attendance and employee time management, as an app on Microsoft AppSource in the near future.

The post Using Dynamics 365 Business Central in the Cloud: One Year Later appeared first on ERP Software Blog.

BI360 Cloud, by Solver, was launched almost 2 years ago. It’s a comprehensive Corporate Performance Management (CPM) system, supporting Reporting, Budgeting, and Business Intelligence, and it’s now Cloud based, as noted in my previous BI360 blog. It is available both in the Cloud and as a Private Host offering for installation on premise or with a hosting provider.

So which option is best – for new installations or if upgrading from an existing version?

Cloud Technology – As the name infers, the new generation of BI360 uses Cloud technology. This means we access the system using internet technologies and the main computing takes place on a different machine. This is in contrast to earlier technology, which relied on Microsoft Excel accessing your data over your network.

BI360 Cloud is not only available in the Cloud, it also brings this technology to the Private Host/On-Premise environment. It’s important to note that both deployment options use the same code base, so we have essentially the same functionality under either deployment scenario. However, the infrastructure requirements are more extensive for Private Host installations than previous versions of BI360.

Deployment Considerations – BI360 Cloud is a big step forward from previous generations. If you are acquiring BI360 Cloud, or contemplating an update to this version, you should consider your options carefully and weigh these considerations:

• Cost – Generally speaking, a Cloud implementation is less expensive than a Private Host/On-Premise implementation. The licensing price is identical for both options. However, the Cloud implementation includes your servers, SQL software licensing, usage, updates, and related maintenance.
• Scalability/Availability - As your business grows, and/or you more fully use BI360 Cloud, a Cloud implementation automatically provides the resources you need. With a Cloud implementation, the resources are available when you need them, for Month-End Closing, Budgeting, and the like. In a Private Host implementation scenario, the management of these functions falls to your team, i.e. you must provide the necessary resources.
• Security/Disaster Recovery – Two of my clients suffered Ransomware attacks last year. To say they were distressed is a vast understatement. Both clients had sophisticated IT staffs and employed what they believed to be good, even best, security practices. Cloud implementations offload the basic security and disaster recovery issues to the vendor, who provides superior security and recovery.
• Mobile/Remote Access – Access to reports, budget input, analytics, etc. is through a Web Portal – typically via a Web Browser, Excel or PowerBI. With a BI360 Cloud implementation, secure remote access to the Portal is automatically provided.
• Data Connectivity – The primary source of data for BI360 Cloud is typically the business ERP or CRM system – Microsoft Dynamics, Acumatica, Sage, Intact, SAP, to name a few. BI360 Cloud provides connectors for these and other environments. However, you may wish to continue to use previously built integrations, if you are updating from a previous version, which may influence your decision to remain in an on-premise environment.

Bottom Line – Choosing between a Cloud or Private Host implementation of BI360 Cloud requires taking into account multiple consideration. Arguments for each are:

• Cloud Implementation – This option enables small to medium-sized businesses, with limited resources, to take advantage of industry-leading compute, storage, and networking capabilities that can scale on demand as needed. For businesses using a Cloud based ERP or CRM, it’s a no brainer. Go with a Cloud implementation of Cloud BI360. Businesses using an On-Premise or Hosted ERP or CRM should give serious consideration to transitioning to a Cloud environment – reducing your reliance on internal resources.
• Private Host/On-Premise Implementation – This option enables you to leverage existing infrastructure, take advantage of your investment in existing integrations, and/or utilize advanced integration capabilities of tools like SSIS (SQL Server Integration Services). This can be significant when integrating with multiple in-house systems in addition to the ERP and CRM, such as Payroll, Time & Expense, Job Cost and the like.

In summary, if you’re interested in a CPM solution, BI360 Cloud is worth a look. It’s a valuable upgrade for existing BI360 users, especially since it’s available either in the Cloud or for Private Host/On-Premise.

Please feel free to contact me for more information at halw@halwconsulting.com or visit me at www.halwconsulting.com.

The post BI360 Cloud – To Cloud or Not to Cloud appeared first on ERP Software Blog.

 
“This morning we’ll be going through some of the new features that Microsoft introduced into Business Central with the last major release. So, there will be a cadence of Microsoft release schedule where they will have major releases in the Fall and the Spring. So last major release was in the fall and then we expect another major release this spring between May and June timeframe, just before summer. For a complete list of the updates that were in the last release, I’ve put the link to the documentation in the PowerPoint which you can download. That will give you a full list of features and more details on the features that we are going to cover here this morning.

 
Microsoft has done a lot to manage the data within the system. So, couple things they have added to make data entry a little bit easier and things they have added to help find information as well as export that information out into things like excel or word. Also, we’ll be looking at some of the copy paste features that they have added in the last release. Some of the big request from the customers to Microsoft were that they had provided a lot of out of the box reports, but people always want to tweak those. In the release prior to this, we had to re-create those. We had to start from scratch and do them. Microsoft has now given us the ability to copy some of those core reports and start to modify them and make them our own. So, couple of things to help with the efficiency of getting somebody up and running as well as using some of the examples to start from and then letting users to expand and grow on top of those examples.

The last thing we are going to look at is not necessarily something that’s new but something that we have kind of seen not as utilized as I think it should be. So, part of it is that it takes a little getting used to from the reporting perspective but really one of the powerful features within Business central is the ability to create your own dimensions and use those dimensions when you post transactions. It’s a great way to tag projects, departments, product lines. People come up with a lot of different pieces of information they want to collect and then it becomes how do we get that out, and what are our tools to be able to report on those, all that information we put into the system. And that last one over there - analysis views and account schedules - is going to show two kind of separate reporting tools that we can use together as a way to get that information out of the system. So, we will be doing that towards the end.”

 
Tensoft is a Dynamics 365 Business Central provider- sells, implements and supports it. For more information on Tensoft’s Dynamics 365 Business Central implementation and support plans, visit https://dynamics.tensoft.com/microsoft-dynamics-365-business-central-implementation-plans/.
 
- By Caprice Murray, Tensoft, a Microsoft Dynamics 365 Business Central Partner

The post What’s New in Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog.

The ERP Software Blog’s Quick Quote Wizard

That’s why we’ve developed the ERP Software Blog’s Quick Quote Wizard. Not all businesses have the same requirements or the same operating budgets. The Quick Quote Wizard is designed to take into consideration your ERP requirements and instantly generate a price quote that will help at the beginning of your budgeting phase.

The Quick Quote Wizard is fast and easy to use. Here’s how it works:

On the right-hand side of each page of the ERP Software Blog, you’ll see an orange bar labeled “Request an Instant Dynamics ERP Quote.” When you click on that bar, you’ll be taken to the Quick Quote form. Your answers to a few brief questions about the ERP functionality you require and the level of support you desire are all the Wizard needs to generate your instant estimate.

The estimate will be returned to you by email and will include truly useful information that you can use in making your ERP decisions. As an added service, your contact information will be given to just one of our ERP Software Blog Dynamics partners who will be able to answer any questions about the solution and work with you on implementation if that is what you choose. You are under no obligation, and both the quote and the referral are non-binding.

Having a clear idea of the cost of ERP software as well as implementation and ongoing costs will bring you a giant step closer to having the tools you need to grow your business and meet your goals.

This service is free, easy, and instant. So why not try the Quick Quote Wizard today?

By ERP Software Blog Writer, www.erpsoftwareblog.com

The post Ready for Microsoft Dynamics GP? But How Much Will It Cost? appeared first on ERP Software Blog.

Remember this?

Remember when the business world switched from DOS to Windows? Anyone? Well, I admit it, I was there. And it was a huge deal. There was a lot of fear and uncertainty! How would businesses cope? How would people learn this crazy new concept? Major technological changes were pushing organizations to implement not just new software and hardware, but entirely new processes and procedures. Many companies felt pressured to change from perfectly functional practices to the big new thing. A lot of people were just unsure what to do.

You may not have experienced the switch from DOS to Windows, but you can probably understand it in light of software solutions moving to the cloud today as well as a major shift in the labor force being on the horizon. Here we are again - a lot of people are just unsure what to do.

I started Integrity Data in 1996 with the intent of helping customers solve business problems by making Great Plains accounting software even better than it was out of the box. We made it our mission to learn about what companies need, and then find or create the best solutions to meet those needs. As our company grew in the late 90s and early 2000s, so did our reputation for solving human resources and payroll concerns. During this time, we have helped customers through many changes that have created that same fear, uncertainty, and doubt.

Here are a few of the major changes we’ve tackled over the years:

The Great Plains to Dynamics GP Transition

In 2001, Microsoft acquired Great Plains and Dynamics GP was born. We worked closely with Microsoft to help them and our customers transition our payroll and human resources solutions to Dynamics GP (and continue to make GP Payroll better, faster and easier).

The Affordable Care Act (ACA)

Next, along came the Affordable Care Act in 2010. This legislation created a mandate for employers that caused an excessive amount of work and uncertainty. Nobody knew how to manage it, so we rolled up our sleeves and got to work to solve the issue. We created a robust, state-of-the-art cloud solution and services to help streamline that complex and time-consuming effort for our customers. Our ACA compliance and reporting solution remains a key part of our offerings.

The Workforce Evolution

Today, businesses are saying that recruiting and retaining good employees is their biggest challenge. The baby boomers are retiring and employers do not know how to engage the late Millennials and Gen Z workforce. Integrity Data helps our customers address these changes by finding innovating solutions and services that engage employees and strengthen employer/employee relations.

The Dynamics GP to Dynamics 365 Transition

On top of all this, the introduction of Microsoft Dynamics 365 has many businesses wondering what will happen with their Dynamics GP ERP. Should you stay or should you go? What happens to your GP payroll?

Here is why this is all a good thing – you don’t need to worry

Technology changes are inevitable and a way of life – Windows, the Internet, Wi-Fi, Smart Phones, Cloud – our commitment is to help our customers transition their HR and Payroll world by leveraging these changes in a way that ultimately benefits them. Each organization is different and will adopt new technologies at different times and for different reasons. The important thing to know is that we have seen it before and successfully helped our customers through it.

Knowing what to do with Cloud or Dynamics 365 Business Central can be difficult to understand. Let us help! It is not our first rodeo as they say, and it certainly is not mine. If you have ANY questions about a Dynamics GP payroll transition to Dynamics 365 Business Central, please do not hesitate to contact us. After all, conversations like these are why we like coming to work every day!

The post From DOS to the Cloud: How Payroll is Changing and Why that is a Good Thing appeared first on ERP Software Blog.

Choose Dynamics 365 Business Central or Dynamics 365 for Finance and Operations, add Dynamics 365 Customer Engagement for your CRM needs and you’ll have an all-in-one business management solution which will streamline and connect business processes, improve customer interactions, and enable growth.

Maybe you’re wondering what Microsoft Dynamics 365 could do for your organization. Let us suggest seven ways Dynamics 365 can transform the way you work while delivering a rapid return on your investment:

1. Reduced IT expenditures

Everyone’s searching for ways to cut costs without sacrificing performance. Microsoft Dynamics 365 can be deployed on-premises, but it’s also designed to shine in a Cloud environment. By making use of the Microsoft Azure Cloud for your ERP, you can cut back on most of your IT expenditures. Your cloud provider will take care of hardware, support, maintenance, upgrades, and security.
Microsoft’s industry- leading security, privacy, compliance standards, and 99.9% uptime guarantee, afford you the peace of mind you need to get on with the business of your business, knowing that your data is secure and readily available from anywhere in the world. If yours is a global organization, you will appreciate the ability to host your ERP solution on Azure in virtually any data center in any country.

2. Scalable, predictable license costs

A large expense for any ERP solution is user licensing. Having a subscription-based Dynamics 365 licensing structure will be beneficial for most organizations. You’ll have all the use you need at a predictable monthly cost. If your company grows, your licensing can easily be upgraded to meet the new demand. On the other hand, if you scale down, you can remove users at any time.
Dynamics 365 also has team member licenses which allow you to provide limited capabilities to users who don’t need the full ERP access or range of features.

3. Seamless integration with Office 365

A huge advantage of the Microsoft Dynamics 365 ERP/CRM solution is its built-in integration with other Microsoft products that your team uses every day. They can often work directly within their Microsoft Office applications such as Outlook and Excel, saving time and improving productivity. This familiar work environment will eliminate the biggest challenge to ERP and CRM success – lack of user adoption.

4. Smooth third-party Integration

Many apps have started to offer APIs for Dynamics 365 with sophisticated integration framework led by Web Services. You can connect to almost any third-party app without middleware or coding. Microsoft’s next step will be a common data model that standardizes data among applications.

5. Instant mobility

Mobility is no longer an option. More and more, business is being done in places other than the office. Your team needs to know that it can have access to the information and processes they need, wherever and whenever. With Dynamics 365, you can connect to your system using any Android or IOS device. Work from home, from a client’s location, from a job site, or from a hotel or coffee shop around the globe. The functionality will be the same as if you were working at your office desk.

6. Automatically upgraded software

On-premises upgrades have often been a large expense and a big hassle. This is especially true if your ERP solution has many customizations and add-ons. With Dynamics 365, upgrades are done automatically, in the background, without downtime. Your system will always be up to date with the latest releases.

7. Power Apps, Flow and Cortana Machine Learning (AI)

Microsoft is committed to innovation. Cortana Machine Learning, Microsoft Power Platform that includes Microsoft Flow, Power BI, and PowerApps are making it easier for organizations to forecast and strategize, connect systems and communications, and customize their world. Now, you can easily build mobile applications without being a real developer. Using templates, even non-techies can build power applications without writing a single line of code.

Could you benefit from Microsoft Dynamics 365? Contact our experts at Western Computer and let us show you other ways that Dynamics 365 can transform your business.

By Western Computer www.westerncomputer.com

The post Transform Your Business with Microsoft Dynamics 365 appeared first on ERP Software Blog.

WATCH NOW

PHTPlus offers a powerful ERP solution for plating, heat treating and finishing services on a local or global scale. PHTPlus is built for outsourced manufacturing service companies who specialize in finishing services such as plating and coating. It is designed to give you a single view into all of your systems, delivering the control and insight you need to streamline processes, reduce costs and increase your margins. But that’s just a start.

PHTPlus is designed to work the way you do. It is for companies like yours that receive customers’ parts, perform a process on them, and send those parts back to the customer.

by TrinSoft, LLC a Microsoft Dynamics 365 Business Central Partner in Kentucky

The post Watch On-Demand Webinar: PHTPlus – Business Software For Plating, Heat Treating & Finishing Services appeared first on ERP Software Blog.

Workflow automation helps you streamline key tasks and boost operational efficiencies while freeing your people to pursue their core competencies. Intuitive customization and seamless integration with your existing IT infrastructure help reduce total cost of ownership (TCO) and can extend the value of your IT investments. Microsoft Dynamics works the way you do.

What is the Intelligent Cloud?

While Business Central is a cloud-first service, we will continue to ensure that customers that need to run their workloads on premises or on the intelligent edge connected to the cloud, can do so. With Dynamics 365 Business Central, once the customer signs up for the service in the cloud, they have the option to deploy it locally to their own choice of hardware. While the are running on their own hardware, the customer will have a tenant in the cloud, and the data from the customers hardware will be replicated to the cloud for Intelligent Cloud scenarios.

We welcome these customers running their workloads on Dynamics NAV, Dynamics GP, and Dynamics SL into Dynamics 365 Business Central. This is done through the same Intelligent Cloud/Intelligent Edge scenarios as for Business Central on premise. Each NAV, GP, or SL tenant will have a business Central cloud tenant they can synchronize their data to. When they use this , we invoke our Intelligent  Cloud scenarios of Machines Learning, Power BI, Flow and others to drive suggested actions.  This helps the customer understand further the value of Business Central and over time, while Microsoft continues to support their NAV, GP, and SL deployments, these customers can choose when they want to transition to Dynamics 365 Business Central, as a perfect match for their businesses.  Dynamics GP and Dynamics SL will continue to receive product improvements and updates, but the most benefit to these customers comes from upgrading to Dynamics 365 Business Central.

Get started quickly with a familiar, role-based solution.

Give people a solution they’ll want to use, and help your business thrive. Designed to work like and with Microsoft® Office products, such as Microsoft Outlook®, Microsoft Excel®, or Microsoft Word, Microsoft Dynamics SL helps reduce training time and costs. People can get started right away using role-based menus, activity panes, and quick lists that make it easy to prioritize tasks. Enhanced search features let you find what you need by simply typing a few words, and provide a history of recently-viewed reports and screens.

Tailor the solution to meet your needs.

The fact is that no two businesses are alike. Microsoft Dynamics GP offers out-of-the-box functionality to meet your unique business and industry-specific needs—complete with built-in customization tools that make it flexible and easy to adapt without extensive development work. You can also integrate multiple data sources and applications using web services and the Microsoft .NET Framework.

As a Microsoft Gold Certified Partner, Accountnet helps companies get up and running with Microsoft Dynamics. We don’t just install and configure the software – we train your accounting staff to use it to create the reports they need, so they can analyze data as needed. Our solutions give both technical and non-technical employees the information they need to do their jobs well — wherever they are, in whatever application they choose to use. Take the next step towards growth with Microsoft Dynamics 365, GP and SL in the cloud or on your servers—the choice is yours. Contact us at Accountnet to learn more. Call 212-DYNAMICS or 212-244-9009.

The post How to get more data with Dynamics and the Cloud? appeared first on ERP Software Blog.

As of November 1, 2019, the 40% discount to migrate your Microsoft Dynamics AX licenses to Dynamics 365 (D365) Finance and Operations online subscription licenses will be discontinued. If you are considering moving to D365 Finance and Operations (FO) in the future, let Arbela help you take advantage of the significant cost savings on the transition to D365 subscription licenses. Here is what you need to know.

Who qualifies for the discount?

• Clients that are current on their Business Ready Enhancement Plan (BREP) Agreements for Microsoft Dynamics AX2009 or AX2012
• The BREP is your software assurance plan giving you access to service packs, bug fixes, hotfixes, etc.
• The BREP Agreement is normally paid yearly and is 16% of your paid list price for your Dynamics AX instance

What if I’m not ready to upgrade?

• Once you transition your licenses, you will have 18 months to complete your upgrade to D365
• During those 18 months, you will have dual use rights. Meaning that during that 18 months you are still running your AX2009 or AX2012 system, as usual, while you test and implement D365
• Arbela will help you build the business case on the cost savings and benefits available if you take advantage of the 40% discount vs upgrading later

What is the term of the subscription?
If you choose to go with a Cloud Service Provider (CSP) such as Arbela Technologies, you will have an option to sign up for a 3-year CSP Agreement for your D365 transition licenses.

• The agreement will be valid for 3 years from the date of purchase
• After the 3-year term is complete, the licenses will revert to list price on your CSP
• D365 FO will require a minimum of 20 licenses on a CSP

You may also choose to go with a Large Account Reseller (LAR) on an Enterprise Agreement (EA).* The LAR’s agreement terms may vary, but usually is a minimum of 3 years as well.
*An EA generally requires a minimum of 250 licenses.

How do I get started?
Contact Arbela Technologies for the following analysis services:

• License Transition Mapping
• Security Analysis of current licenses vs D365 licenses prior to the transition
• Complimentary Technical Upgrade assessment
• Determine best subscription agreement option for you i.e. EA vs CSP

Why work with Arbela?
Arbela is a Microsoft Gold Certified Partner across multiple areas of business in Microsoft technologies and named in the top 5% of global Microsoft Dynamics partners. Our customer satisfaction and retention rate are among the highest in the industry. We are extremely proud of our expertise, industry knowledge, and understanding of Microsoft's suite of products — our close relationship with Microsoft enables us to quickly pass on knowledge, insight, and potential cost savings to our customers. Contact us today for a complimentary consultation to see how we can digitally transform your business and gain a competitive edge.

The post 40% Discount on Migrating Licenses to Dynamics 365 is Ending Soon appeared first on ERP Software Blog.

• Harness cloud-based business intelligence tools like Microsoft Power BI. As a cloud-based solution, Power BI lets you access your information from both desktop and mobile applications. The integration to Microsoft Dynamics solutions allows you to import data from various sources to leverage the wealth of information stored in both your ERP and CRM solutions. From there, you can display, manipulate and share data in just a few clicks, letting you test out some basic cloud functionalities from your current infrastructure.

• Benefit from cloud-based artificial intelligence tools with the intelligent edge. The latest version of Microsoft Dynamics GP lets you connect on-premises data to a cloud instance of Microsoft Dynamics 365 Business Central, which lets you leverage a wide array of cloud and intelligent technologies to manipulate data and benefit from advanced analysis and interactive capabilities.

• Migrate your Dynamics GP data to Business Central with a simple application. If you’re ready to make the leap to a fully cloud-based solution, a wizard is available to facilitate the migration of your data to the cloud. Customers, vendors, inventory items, general ledger accounts, payables and receivables transactions—relevant records are all handled easily with a simple Dynamics GP migration extension that automatically maps the exported data to make it available in Business Central.

Follow these three steps to start moving your business to the cloud and leveraging some of the most helpful features available today. Our team of business intelligence and implementation specialists are available to answer any questions you might have about Microsoft Power BI and Dynamics 365 Business Central, and let you know how your organization can start benefiting from them as quickly as possible.

By JOVACO Solutions, Microsoft Dynamics GP integration specialist in Quebec

The post Three Steps to the Cloud with Microsoft Dynamics GP appeared first on ERP Software Blog.

Microsoft Dynamics 365 Business Central is an all-in-one business management solution that’s easy to use and adapt, helping you connect your business and make smarter decisions. Built on robust functionality within Microsoft Dynamics NAV, this Modern ERP solution makes finding relevant business information quickly to gain actionable insights into your business.

Register today for this Microsoft Dynamic 365 Business Central Webinar called "Finding Information Fast in Microsoft Dynamics 365 Business Central".  In this webinar, we will present several business scenarios on how to quickly to access information from the intuitive user interface design.

Save your seat and register today for this April 16th Webinar!

Click Here to Register 

Posted by iCepts Technology Group, Inc. A Microsoft Dynamics 365 Business Central Partner 

The post Microsoft Dynamic 365 Business Central Webinar appeared first on ERP Software Blog.

Cloud computing and financial reporting are no longer just buzzwords — they are driving business transformation for small and midsize businesses. By bringing together business applications and familiar productivity tools, Microsoft Dynamics in the cloud can now offer the insights you need to better understand your customers and drive your success.

Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster. Turn your multiple disconnected systems into one. Boost efficiency with automated tasks and workflows—all from within familiar Office tools like Outlook, Word, and Excel. Get a complete picture of your business and make better business decisions, with built-in intelligence when and where you need it. With your business running in the cloud, it’s easy to change and adapt at your own pace without involving IT. Start with what you need, quickly and easily, then be ready for growth.

General Ledger

Create your own chart of accounts relevant for your company. Map general ledger accounts to categories personalized to the structure of your financial statements.

• Reporting with the flexibility to meet both real-time and monthly financial needs.
• Set up your G/L, including invoice posting details and actions like additional reporting currency.
• Add categories and subcategories to general ledger accounts for easier reporting.

Account Receivables

Apply incoming payments to related customer or vendor ledger entries and close the related sales invoices or purchase credit memos as paid. When all payments are applied, you can reconcile the bank account.

• Perform online reconciliation of bank transactions with bank feed integration
• Choose direct bank feed imports or automated feeds using Yodlee.
• Update customer payments automatically based on data from bank information

Account Payables

Generate vendor payments prioritized by payment discounts and overdue penalties. Export payments directly to a bank file when posting.

• Take advantage of credit terms without missing discounts or incurring penalties
• Pay using purchasing cards, ACH transactions, or checks—including positive pay

Budgets

Improve your organization’s flexibility to develop, modify, and control budgets so you don’t get overextended.

• Focus business performance through better revenue and expense accountability
• Reach goals quicker with estimating tools that provide income and expense reporting by prospective jobs
• Track budget versus actuals and stop over- spend before it’s an issue

Are you ready to use data to transform your business? Work with Accountnet to explore how Microsoft solutions for small and midsize businesses can help you get more out of the data you already have and put it to work for you. As a Microsoft Gold Certified Partner, Accountnet helps companies get up and running with Microsoft Dynamics. We don’t just install and configure the software — we also train your accounting staff to use it to create the reports they need, so they can analyze data as needed. Our solutions enable better workflow and provide all accounting users the information they must have to do their jobs well — wherever they are, in whatever application they choose to use. Take the next step toward growth with Microsoft Dynamics. Contact us at Accountnet to learn more call 212-DYNAMICS or 212-244-9009.

The post With Microsoft Dynamics, can we achieve better reporting in 2019? appeared first on ERP Software Blog.

When you help your employees by offering a financial wellness program that provides financial education and assistance, everyone wins. You get better productivity and less distraction among your staff. Your employees get resources to reduce their financial struggles and put them back on the right track.

One place employers can struggle when it comes to providing financial wellness platforms is in knowing what to choose. To make it easier, here are the top three financial wellness programs available now.

1. GreenPath Financial Wellness

GreenPath is a national non-profit whose mission is to help people lead financially healthy lives. No matter what financial challenges your employees face, GreenPath can offer assistance. They have helped people through debt, foreclosure, bankruptcy, and more.

What They Offer

The GreenPath Employee Financial Wellness Program offers your employees access to a variety of services. They provide financial counseling, which gives your staff confidential one-on-one guidance as they manage their credit scores, develop a financial plan, budget, and eliminate debt.

Debt management is a big area of concern for many employees. GreenPath offers a variety of educational resources to help employees reduce 401(k) loan usage, manage school debt, and handle housing concerns.

Your employees can receive education from GreenPath in a variety of ways. Online education modules in the GreenPath Learning Lab cover topics from budgeting to buying a car. There are webinar workshops that you can co-brand and present to your staff.

Finally, Greenpath offers on-site events so that your employees can learn more about handling finances in an in-person environment, with the ability to ask questions and get more detailed information.

How to Work With GreenPath

Getting started with this organization is easy. They provide staff training, a plan to implement the program, and support from their Partner Relations team. You can make sure you’re meeting your company’s financial wellness goals using the reporting they provide and promoting participation with their marketing tools.

If you want to offer financial education, GreenPath is one of the top choices.

2. Enrich Financial Wellness

Another great option for employee financial wellness education is Enrich Financial Wellness. They work to educate people on the latest strategies for personal finance, health care, and retirement. With these tools and resources, your employees can make educated decisions at each step of their lives.

What They Offer

Enrich offers a variety of published research documents showing the importance of financial literacy education in the workplace. They also provide a list of best practices for your specific financial wellness platform.

They offer webinars you can cobrand so that financial literacy becomes an extension of your company. You can customize various features of the Enrich platform easily to turn specific modules on or off, or to publish custom videos to your company’s Enrich site.

Finally, your employees have the opportunity to talk to Certified Personal Finance Counselors® on the phone, so they can get high-quality financial advice from people they can trust.

How to Work With Enrich

To contact Enrich to set up a demo or find out how they can help make a difference in your organization, simply fill out the contact form on their website.

3. Integrity Data Financial Wellness

If you’re looking for an option that goes beyond education and offers concrete help for your employees, Integrity Data Financial Wellness is the program you need.

Integrity Data can help you set up a financial program that reduces stress, increases engagement, and boosts retention, simply by offering helpful partnerships that will allow your employees to get back on their feet.

What They Offer

As a holistic financial wellness program, Integrity Data goes beyond education and actually helps your employees get the money and flexibility they need. Of course, there are educational resources, but there are partnerships that go beyond learning alone.

A partnership with GotZoom allows your employees to find help with their student loans, from repayment assistance to forgiveness programs. With the average graduate owing over $35,000 in school loans, this can be a big relief.

By working with HooPayz, Integrity Data is able to work with your HR team to be an advocate for the health and well-being of your employees. This service helps reduce out-of-pocket costs and increases the understanding of health benefits.

PayActiv works with Integrity Data to provide your employees with something they often need most — help with unmet financial needs between paychecks. When emergencies or unexpected expenses come up before payday, PayActiv can help until your employee can set up a budget and build a better financial system.

Finally, a partnership with Best Money Moves allows Integrity Data to provide a mobile-first service that measures financial stress and offers personalized recommendations to reduce it. For employees that need to get control of their finances, this can be a lifesaver.

How to Work With Integrity Data

Setting up your company’s financial wellness platform is easy. Fill out the Contact Form on our website and we’ll be in touch quickly to discuss your needs and how we can help.

Financial Wellness Matters — Get Started Today!

Whether you want to offer your employees co-branded educational resources or concrete financial help, there’s one thing for certain — you have to do something if you want your company to thrive. The cost of financial stress is far too much.

Build your company’s reputation for caring about employees, retain your staff more easily, and gain significant productivity by implementing a financial wellness program today!

The post A Review of the Top 3 Financial Wellness Programs in 2019 & Beyond appeared first on ERP Software Blog.

1. Start early. Our experiences showed us that the earlier a company started implementation, the easier and less costly it was.

2. Lease contracts are everywhere. Everyone underestimates the effort required to collect lease information and organize it centrally in a uniform format.

3. Complexity abounds. Creating a common data template for collecting lease data and standardizing data requirements is a must.

4. Accounting will be stretched. Budgets should include additional accounting staff to gather lease data and interact with other departments and branch offices.

5. Involve other departments. Bring in legal, purchasing, information technology (IT), real estate, and others involved with leases to be part of the transition process.

6. Communicate early and often. Conversion to new lease accounting processes requires change for all departments and divisions involved. Communications should provide regular updates on new processes and requirements.

7. Take a project management approach. Many stakeholders need to be involved in data collection and trained in new policies, procedures, software applications, and reporting requirements. The accounting department can serve as the project sponsor and central point of contact as it leads the transition.

8. Be prepared for surprises. Nearly every company found some unexpected twists as they delved into implementation. One company had leases that were verbal agreements – but they must be cataloged for the new standard.

9. Keep your auditors informed. The transition approach your organization adopts may have significant impact on your company’s balance sheet. Share information on how your company will handle lease accounting going forward and the technology solution you adopt.

10. Invest in the right software. Involve IT early to help evaluate software solutions and advise on selecting one that streamlines data collection and can be easily embedded in existing company systems.

Crowe Lease Accounting Optimizer solution can ease your company’s transition to the new standards. Use it to:
• Compile lease data from multiple sources
• Perform multi-book accounting under parallel standards
• Automatically make mid-life adjustments after lease modifications
• Create a full suite of reports to satisfy disclosure requirements

Crowe Lease Accounting Optimizer is fully embedded within Microsoft Dynamics™ 365, (Microsoft Dynamics AX). Take a test drive on Microsoft AppSource.

Get a demonstration and see firsthand how Crowe can help your organization.

By Dan Edwards, CPA, Crowe LLP, www.crowe.com 

The post New Lease Accounting Standards: 10 Lessons Learned appeared first on ERP Software Blog.

The integration also allows your employees to work smarter. For example, a salesperson working in Dynamics 365 for Sales can use the price lists and inventory availability in Business Central to give a customer an accurate quote and delivery window when creating the sales order.

The below record types can all be synchronized between Dynamics 365 for Sales and Business Central. You can choose which record types you want to sync or choose to sync all available. Arrows indicate whether the records synchronize both ways or only one way.

The process to integrate Dynamics 365 uses mappings or “couplings” to associate specific types of data records in the two apps to avoid duplication. There are several rules and a set order for how to couple data. For example, you must synchronize your users in Sales with Salesperson records in Business Central before you can synchronize the Sales Accounts and Business Central Customers.

Microsoft offers an assisted setup guide in Business Central to walk you through the process of connecting the two systems. You can then test that everything is working properly before beginning the actual synchronization process.

The task sounds simple enough, and in some cases, it is. We can say from firsthand experience that the two systems truly do work well together. However, we’ve also learned firsthand that connecting the systems can quickly turn into a bigger task than you might think.

When to get help for your Dynamics 365 integration

You might want help integrating the two systems if any of the following conditions exist:

• New to ERP – Because Dynamics 365 Business Central is a complete Enterprise Resource Planning (ERP) system, it’s more complex than a simple accounting software. This means that seemingly simple tasks can quickly become more complicated than you might expect.
• Short on Time — The synchronization process won’t take weeks, but it will take hours. If you don’t have adequate time to create the settings and test the process, you might want to delegate the task.
• Mixing SaaS and On-Premise — While this is not common, if you do have one system in the cloud and one on-premise, synchronization will be a more complicated process.
• Other Apps/Integrations — Any apps or other integrations that affect workflow or processes within Dynamics 365 for Sales could potentially disrupt the system’s ability to sync with Business Central. Dynamics 365’s own Project Service Automation is a great example of this.
• Custom Fields — The Dynamics 365 integration setup guide is intended for users with default settings only. If you use custom fields (or a custom workflow in Sales), you might need help figuring out how to integrate the two systems without losing those additional fields.

Even the most tech-savvy accountants can run into problems when attempting to integrate Business Central with Dynamics 365 for Sales. If that happens, contact our support team at 763-412-4328 or d365support@boyerassoc.com and we’d be happy to help.

The post Can you DIY or should you get help to integrate Dynamics 365? appeared first on ERP Software Blog.

Why? To have read-only data on a user-friendly, web-based interface so anyone in your company (or customers) can have mobile access to that data anywhere and on any device for a variety of analytics and reporting. More robust than Dynamics SL Web Apps, the Intelligent Cloud is a way to gain some of the benefits of a truly cloud-based system within your on-premise system.

In this presentation, Jeff Suwyn shares what the Intelligent Cloud is (sometimes called the Intelligent Edge), what the benefits are, how it will be upgraded with new features in time, and how to setup your connection between Dynamics SL and Dynamics 365 Business Central to use the Intelligent Cloud.

The post The Benefits of the Intelligent Cloud for Microsoft Dynamics SL appeared first on ERP Software Blog.

This article focuses on part two of the importance of budget templates series.

In the first part of the Top Benefits of Budgeting with Budget Templates series, we mentioned that budgeting is a topic that is not very common in many organizations. Yes, it can be a painful process, but it is necessary to communicate the significance of a budget to the entire company so the employees take ownership of it. In this article, we will continue the discussion of the benefits of budget templates.

We’ve covered various types of templates such as assumptions templates, capital expenditures templates and more to help organize your budget. Another template that is commonly used across most organizations is an expense budget, which allows for input for accounts that have not yet been budgeted through other templates like personnel and capital.

Industry

There are templates that are more specific to the industry or built towards the particular specifications of the organization. Typically these templates will be the revenue and cost of sales templates. There are probably many templates that are being used today such as the final industry template which is a commission template and it calculates the monthly salary and commission by employee. The template can include employee termination as well. It’s very important to try to use a few templates that can be designed and used across the entire organization.

Tie to Goals

Tie the budget back to your company goals. If your goals and your budget are not consistent, then what truly are the goals for the company to achieve? Goals should be communicated to the entire organization so that the budget is consistent with the goals and there is no confusion among the staff.

Here’s a tip: There are a few ways to assist the users in knowing the goals and initiatives while entering their budgets and forecasts. It is one thing to communicate it in meetings and in documentation, but it is much more effective to include the information directly in the template.

Top-Down

Top-down budgeting is a valuable first step in the budgeting and forecasting process because it allows a limited use of resources to quickly create a budget or forecast early in the process and also allows for a comparison to the bottom-up budget, which can take months to complete.

There are several ways to create a top-down budget, but our team has come up with a solution that will enable a top-down budget to be created in minutes. It is a called a Breakback template.

If you want to learn more about these templates, click here. See how BI360, the complete corporate performance management solution, can help you.

The post Top Benefits of Budgeting with Budget Templates Part 2 appeared first on ERP Software Blog.

For example, if you use the items for consumables such as; packaging tape or office supplies and don’t track the inventory, or scenarios where you treat an item as a time unit to track the spent labor for supporting the business, for example, a consultancy hour.

The Item Types feature has been further enhanced in Microsoft Dynamics 365 Business Central compared to the previous versions, ‘Item Types’ were only categorized as either “Inventory” or “Service”. A third Item Type called “Non-Inventory” has been introduced in Microsoft Dynamics 365 Business Central. There is now better control in terms of setting up the pricing for items and defining the expense or revenue accounts, rather than the very limited option of using G/L Accounts or Resources in the purchase or sales order lines. The ‘Item Type’ can be entered in the ‘Item Card’ as per Figure 1 below:

The three ‘Item Type’ options:
• Inventory
  This is the standard type of Item that we are all familiar with where the physical item stocks are tracked and values are accounted for. There is an actual item handling involved, therefore the Inventory item type is widely supported across different areas which include; Sales, Purchasing, Job Consumption, Service Consumption, Assembly Consumption, Production Consumption, Assembly Output, Production Output and Item/Physical Inventory Journals.
• Non-Inventory
  These are typically low-cost physical items that are used internally by the business where the item’s stock and value is not tracked. This option is mostly used if you want to record item purchases and capture it as an expense without affecting inventory. A good example of this item type is expense items such as office supplies. This Item Type cannot be used as Assembly Output and Production Output.
• Service
  These are non-physical items which often represents a time unit such as labor time. There are only limited transaction types for Service items that include; Sales, Purchasing, and Job Consumption.

Some of the vital points about Non-Inventory and Service Item Types are below:


• An Item Ledger Entry is created when a sales or purchase transaction is posted. But there will be no Cost Amount Actual and Remaining Quantity that will be recorded, hence the inventory and value are not tracked. The Quantity is still recorded in the ILE and the value is recorded in the Non-Inventoriable field.

See Table 1 below
• The posting to respective the G/L Accounts has changed because Inventory Accounts and COGS Account are not recorded. It uses the combination of the General Bus. Posting Group and Gen. Prod. Posting Group to map the G/L Accounts. Table 2 below shows which G/L Account will be recorded when a Purchase or Sales transaction is posted.

• Non-Inventory and Service items are excluded in the Inventory Valuation report.
• Item Journal adjustments or a stocktaking cannot be posted for these item types.
• Location Codes cannot be used when posting transactions. The transaction can still be posted if the location code is blank and the Location Mandatory field is enabled in the Inventory Setup.
• Stock out warnings, planning parameters, reservations, item tracking, inventory posting groups cannot be used.
• Using Item Types allows better control in processing transactions especially purchase and sales as you can setup pricing structure like a normal item while ensuring the transaction entries are recorded to the correct expense or revenue accounts. It also enhances the reporting capability as it records the entries in the Item Ledger Entries so you can access historical information and report on purchase or sales trends.


Learn more about Microsoft Dynamics 365 Business Central.

For more information and a tailored demonstration, please contact us at MetaOption to learn more: (201) 377-3150.

The post How to use the ‘Item Types’ in Microsoft Dynamics 365 Business Central? appeared first on ERP Software Blog.

Related Posts

1. How to efficiently nurture leads through the sales process in Microsoft Dynamics 365?
2. How does Microsoft Dynamics reporting of data offer Accountability Today?
3. How can new features in Dynamics NAV 2018 add value and growth to Finance teams?



]]> https://www.erpsoftwareblog.com/2019/03/how-to-use-the-item-types-in-microsoft-dynamics-365-business-central/feed/ 0 https://www.erpsoftwareblog.com/2019/03/watch-the-microsoft-dynamics-365-business-central-april-19-release-webinar-on-demand/ https://www.erpsoftwareblog.com/2019/03/watch-the-microsoft-dynamics-365-business-central-april-19-release-webinar-on-demand/#respond Mon, 18 Mar 2019 16:28:18 +0000 http://www.erpsoftwareblog.com/?p=67270 April ’19 brings an update to Microsoft Dynamics 365 Business Central that aims to enhance current customer satisfaction with the product. Join Bobby Haggard as he walks through some of the key new features. WATCH NOW Some enhancements to expect include: The ability to save a filtered list view New Autosave indicator feature New keyboard […]

The post Watch the Microsoft Dynamics 365 Business Central April ’19 Release Webinar On-Demand appeared first on ERP Software Blog.

Related Posts

1. Webinar: What to Expect from the Dynamics 365 Business Central April ’19 Release
2. eBook: Reinvent Business Productivity with Microsoft Dynamics 365 Business Central & Office 365
3. Five Reasons Why You Need A Payroll Software
]]> April ’19 brings an update to Microsoft Dynamics 365 Business Central that aims to enhance current customer satisfaction with the product. Join Bobby Haggard as he walks through some of the key new features.

WATCH NOW

Some enhancements to expect include:

• The ability to save a filtered list view
• New Autosave indicator feature
• New keyboard shortcuts
• Additional search terms (ex. Can use “product” instead of “item”)
• Ability for user to personalize the action bar
• Improved synchronization with Dynamics 365 for Sales, improved sales order integration and shared AI insights
• Adding SmartLists for simplified business intelligence and building a foundation for creating SmartLists designer tools in later release
• And much more!

by TrinSoft, LLC a Microsoft Dynamics 365 Business Central Partner in Kentucky

The post Watch the Microsoft Dynamics 365 Business Central April ’19 Release Webinar On-Demand appeared first on ERP Software Blog.

Related Posts

1. Webinar: What to Expect from the Dynamics 365 Business Central April ’19 Release
2. eBook: Reinvent Business Productivity with Microsoft Dynamics 365 Business Central & Office 365
3. Five Reasons Why You Need A Payroll Software



]]> https://www.erpsoftwareblog.com/2019/03/watch-the-microsoft-dynamics-365-business-central-april-19-release-webinar-on-demand/feed/ 0 https://www.erpsoftwareblog.com/2019/03/how-to-optimize-the-reporting-process-for-microsoft-dynamics-gp/ https://www.erpsoftwareblog.com/2019/03/how-to-optimize-the-reporting-process-for-microsoft-dynamics-gp/#respond Mon, 18 Mar 2019 14:42:45 +0000 http://www.erpsoftwareblog.com/?p=67266 Do you find yourself having to create the same PowerPoint at the end of every quarter, month, or week? When it comes time for the next performance or sales meeting, you collect the current data, then have to update the same presentation with this new data. Or even worse, you may receive this data already […]

The post How to Optimize the Reporting Process for Microsoft Dynamics GP appeared first on ERP Software Blog.

Related Posts

1. Ad hoc Reporting Made Easy with Smartlist, Excel, and Dynamics GP
2. We Have Business Analyzer—Do We Still Need BI?
3. Dashboard Options for Microsoft Dynamics
]]>

Do you find yourself having to create the same PowerPoint at the end of every quarter, month, or week? When it comes time for the next performance or sales meeting, you collect the current data, then have to update the same presentation with this new data. Or even worse, you may receive this data already visualized and it is always just a little different or ‘off’ each time. This tedious, time-consuming task can be avoided with Power BI PPT formatting capabilities.

Power BI PPT Reporting

With Power BI, you can have your reports embedded right into your PowerPoint presentation. This will save you time editing the reports and save you from the dreaded formatting in PowerPoint. As long as your reports are up to date on powerbi.com, you can rest assured that your PowerPoint will also be up to date. This capability not only helps you update and create new versions of your presentations, but the report is also fully equipped with the slicing and filtering functionality that you know and love in Power BI.

Power BI and Dynamics GP Reporting

Pair this with our pre-built Microsoft Dynamics GP dashboards and you can automate your entire reporting process end-to-end. Just make the connection to your Microsoft Dynamics GP ERP dataset, publish your report, then consume and share your Dynamics GP reporting on powerbi.com, in PowerPoint, or both!

For more information on Power BI and PowerPoint, Dynamics GP reporting, or other Reporting tools, contact our business intelligence and analytics experts.

By Velosio www.velosio.com

The post How to Optimize the Reporting Process for Microsoft Dynamics GP appeared first on ERP Software Blog.

Related Posts

1. Ad hoc Reporting Made Easy with Smartlist, Excel, and Dynamics GP
2. We Have Business Analyzer—Do We Still Need BI?
3. Dashboard Options for Microsoft Dynamics



]]> https://www.erpsoftwareblog.com/2019/03/how-to-optimize-the-reporting-process-for-microsoft-dynamics-gp/feed/ 0 https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-365-business-central-essentials-version/ https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-365-business-central-essentials-version/#comments Fri, 15 Mar 2019 18:39:19 +0000 http://www.erpsoftwareblog.com/?p=67247 Microsoft Dynamics 365 Business Central Essentials Version Microsoft Dynamics 365 Business Central is an all-in-one business management solution that’s easy to use and adapt, helping you connect your business and make smarter decisions.  Built on functionality within Microsoft Dynamics NAV and is adaptable to extend business applications to other Microsoft Cloud Services such as Office 365, Microsoft Flow, Power BI and […]

The post Microsoft Dynamics 365 Business Central Essentials Version appeared first on ERP Software Blog.

Related Posts

1. Microsoft Dynamics 365 Business Central Project Management Functionality
2. Microsoft Dynamic 365 Business Central Webinar
3. Microsoft Dynamics 365 Business Central Pricing
]]> Microsoft Dynamics 365 Business Central Essentials Version

Microsoft Dynamics 365 Business Central is an all-in-one business management solution that’s easy to use and adapt, helping you connect your business and make smarter decisions.  Built on functionality within Microsoft Dynamics NAV and is adaptable to extend business applications to other Microsoft Cloud Services such as Office 365, Microsoft Flow, Power BI and PowerApps.  The Microsoft Dynamics 365 Business Central Solution can grow as your business requirements change while taking advantage of the latest technology.

Customers that select Microsoft Dynamics 365 Business Central Versions have a choice of either “Essentials” or “Premium”.  Furthermore, this ERP system can be deployed as either a cloud or on-premise solution. This post will focus on Microsoft Dynamics 365 Business Central Essentials Version Functionality.

The "Essentials" Version of Microsoft Dynamics 365 Business Central is a robust set of functionalities from Microsoft Dynamics NAV: Microsoft's most popular ERP system.  There are over 100 unique business capabilities in the Essentials Version of Business Central.

Microsoft Dynamics 365 Business Central Essentials Version Key Business Functionality:

Advanced Financial Management: Cost Accounting, Inter-Company Postings, Bank Account Reconciliation, Insurance, Maintenance, Fixed Assets Allocations, Advanced Dimensions, Cash Flow Forecast.

Customer Relationship Management:  Contact Management, Outlook Client Integration, Dynamics 365 for Sales (CRM) Integration, Opportunity Management, Interaction/Document Management.

Project Management: Jobs, Time Sheet, User Tasks, Multiple Costs, Estimates.

Supply Chain Management:  Requisition Management, Item Cross References, Nonstock Items, Location Transfers, Item Substitutions, Item Categories, Stock Keeping Units, Shipping Agents,

Sales: Pricing, Discounting, Sales Tax/VAT (depending on country), Return Order Management, Invoices, Order Management.

Human Resource Management:  Basic Human Resource Management.

Warehouse Management: Automated Data Capture System (ADCS), Warehouse Management Systems, Internal Picks and Put Aways, Bin Set-Up, Warehouse Receipt, Warehouse Shipment.

Other Business Functionality: Unlimited Companies, Multiple Currencies, Extended Text, Embedded PowerBI (Business Intelligence).

Mobile ERP Technology:  Gain the same ERP powerful and rich functionality experience on either your Desktop, Laptop, Tablet or Smart Phone.

Learn more about Microsoft Dynamics 365 Business Central:

Learn more about Microsoft Dynamics 365 Business Central 

Posted by iCepts Technology Group, Inc. A Microsoft Dynamics 365 Business Central Partner in Pennsylvania

The post Microsoft Dynamics 365 Business Central Essentials Version appeared first on ERP Software Blog.

Related Posts

1. Microsoft Dynamics 365 Business Central Project Management Functionality
2. Microsoft Dynamic 365 Business Central Webinar
3. Microsoft Dynamics 365 Business Central Pricing



]]> https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-365-business-central-essentials-version/feed/ 1 https://www.erpsoftwareblog.com/2019/03/the-gdpr-journey-data-discovery-and-reporting-compliance-using-dynamics-gp/ https://www.erpsoftwareblog.com/2019/03/the-gdpr-journey-data-discovery-and-reporting-compliance-using-dynamics-gp/#comments Thu, 14 Mar 2019 16:43:59 +0000 http://www.erpsoftwareblog.com/?p=67233 Last year we introduced the General Data Protection Regulation (GDPR), a European Union (EU) law enforceable as of May 2018, and explained how its scope can have a significant impact on your business. At its core, the personal data privacy of any individual residing within the EU is protected by the GDPR. This includes companies that […]

The post The GDPR Journey: Data Discovery and Reporting Compliance Using Dynamics GP appeared first on ERP Software Blog.

Related Posts

1. 3 Tips to Help You Be Compliant with the Affordable Care Act within Microsoft Dynamics GP
2. SalesPad – A Must Have for Distributors Using Microsoft Dynamics GP
3. Analysis Cubes for Microsoft Dynamics GP and Excel
]]>

Last year we introduced the General Data Protection Regulation (GDPR), a European Union (EU) law enforceable as of May 2018, and explained how its scope can have a significant impact on your business. At its core, the personal data privacy of any individual residing within the EU is protected by the GDPR. This includes companies that are registered outside the EU’s border but collect, interact with, and manage personal data of individuals living within the EU. As a result, GDPR will require you to assess and update personal privacy policies, implement or strengthen personal data protection controls and breach notification procedures, deploy highly transparent policies, and review your technology footprint and staff training.

Software alone cannot make your organization GDPR compliant. However, a large portion of compliance requires evaluating how your enterprise resource planning (ERP) application controls an individual’s personal data. In this second article of BroadPoint’s GDPR coverage series, you will learn how key features within Dynamics GP can be brought to bear on data discovery and reporting as you navigate your GDPR compliance journey.

GDPR Key Players

Before jumping into Dynamics GP’s functionality, it’s important to know the three primary GDPR players:

• Data Controller defines your company or you as the controller of data collected through direct employee interaction with “individuals” covered by the GDPR (customers, members, prospects, and vendors) or through a related business solution such as an e-commerce portal.
• Data Processor is a managed service or hosting provider that will provision, control, and maintain the infrastructure holding and processing the data collected.
• Data Subject identifies the individual or entity from whom you are collecting data for purposes of conducting a business transaction or event.

Discover: Consider the Dynamics GP Environment

If you have deployed Dynamics GP with the required Microsoft SQL Server internally (“on-prem”), you are, by default, the Data Controller and Data Processor. This environment simplifies your GDPR compliance assessment somewhat. If you have deployed your solution offsite in a hosting or Cloud facility, and you are not in complete control of that environment, you will need to evaluate the Data Processor’s role during your study.

Discover: Identify and Inventory Personal Data

The ability to clearly identify where you store personal data and inventory data fields can serve as a foundation for subsequent tasks and requirements under the GDPR. There are several ways to find personal data in your implementation of Dynamics GP. First, you can identify a transaction through the Dynamics GP user interface and print the record to hard copy or soft copy. This method is less likely to provide a suitable layout per a GDPR standpoint but is an option when you must provide insight into a specific record or transaction as requested by a Data Subject. This also will provide a way to correlate the personal data to the data fields and related tables.

Second, you can export a Data Subject’s information using the Dynamics GP SmartList inquiry capability. SmartList allows specific field and table metadata to be selected and printed—as an Excel-formatted file, for example. This inquiry can be saved and used multiple times when the same Data Subject requests information about records retained in Dynamics GP.

When using Dynamics GP SmartList, most personal data is likely, but not exclusively, residing in one of the following “master” tables:

• Customer
• Vendor
• Contact (when of type Person)
• Employee
• Salespeople/Purchaser
• Resource (when of type Person)
• User

Additionally, “transaction” tables will hold personal data such as:

• Customer Sales Quote/Order Invoice and Cash Receipt Transactions
• Vendor Purchase Orders/Receiving/Invoice and Payment Transactions
• Employee Human Resource/Payroll Transactions

These listings help to narrow a personal data search, and the exact tables will depend on each Dynamics GP use case. Any additional products, when implemented, introduce supplementary data tables to consider during your assessment. It is your responsibility to ensure that personal and sensitive data are located, inventoried, and classified appropriately to meet your obligations under the GDPR.

Discover: Purge Records

One aspect of your GDPR assessment will include evaluating the length of time you retain records and, more importantly, responding to a Data Subject’s request to erase personal data. You must define how often you purge data from Dynamics GP and whether it will affect the master or transaction records.

As with most ERP solutions, business logic creates the referential integrity of the records. For example, a Dynamics GP user cannot remove a customer record when certain circumstances exist, including unposted, open, or historical records. Unposted and open records imply you are actively working with the customer. In this instance, follow standard operating procedures to define which controls must be in place to restrict access to the personal data.

Although you can’t delete data that supports your financial transactions, if individuals request their personal data be erased, you can mask certain portions of their data. The Dynamics GP user interface makes this possible prior to posting a record but requires a modification to change a record after the fact.

Report: Maintain and report on audit trails

An important aspect of the GDPR is to maintain audit trails and other evidence that demonstrates accountability and compliance with its requirements. In Dynamics GP, you can track and record data changes within the application prior to posting. The data and operations that can be audited in Dynamics GP include:

• The creation, modification, and deletion of records
• The addition and deletion of users
• The assignment of security roles

You can use logging and auditing tools in Dynamics GP to record and track high-level events associated with amending and erasing data, roles, and privileges. For more information, search for Logging Changes in Dynamics GP and Managing Users in Dynamics GP.

- Your journey to GDPR compliance -

Microsoft publishes guides through its Service Trust Portal that demonstrate compliance with global standards and regulations, describe how software protects customer data, and provide guidance on managing Cloud data security and compliance using products such as Dynamics GP. Microsoft is updating its documentation to include detailed information on product functionality and controls, data protection impact assessments, audits, recordkeeping on processing, and information regarding sub-processors.

With this array of resources at your disposal, your organization must develop its own interpretation of how the GDPR applies to your business. Seek legal assistance as you deem appropriate and begin reviewing your privacy and data management practices now.

Contact BroadPoint today for consultation and training as you begin your journey to GDPR compliance.

---

This blog article is adapted from the Microsoft whitepaper, “Supporting Your EU GDPR Compliance Journey With Microsoft Dynamics GP.” Learn more and find additional resources in the Microsoft Trust Center.

By BroadPoint, a Gold-Certified Microsoft Dynamics Partner

The post The GDPR Journey: Data Discovery and Reporting Compliance Using Dynamics GP appeared first on ERP Software Blog.

Related Posts

1. 3 Tips to Help You Be Compliant with the Affordable Care Act within Microsoft Dynamics GP
2. SalesPad – A Must Have for Distributors Using Microsoft Dynamics GP
3. Analysis Cubes for Microsoft Dynamics GP and Excel



]]> https://www.erpsoftwareblog.com/2019/03/the-gdpr-journey-data-discovery-and-reporting-compliance-using-dynamics-gp/feed/ 1 https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-365-business-central-for-project-managers/ https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-365-business-central-for-project-managers/#comments Wed, 13 Mar 2019 23:52:09 +0000 http://www.erpsoftwareblog.com/?p=67225 Project Management with Dynamics 365 Microsoft Dynamics 365 Business Central offers project managers the ability to manage customer projects quickly, easily, and efficiently. With the power of Dynamics 365, you’ll be able to increase productivity while simultaneously reducing your overall workload. Below, we’ll look at how to use Dynamic 365 from a project management perspective. […]

The post Microsoft Dynamics 365 Business Central for Project Managers appeared first on ERP Software Blog.

Related Posts

1. Managing Inventory in Microsoft Dynamics 365 Business Central
2. Microsoft Dynamics 365 Business Central is now available! Business without silos, actionable insights, built to evolve
3. How to Implement Dynamics 365 Business Central Quick Start in 5 Steps
]]> Project Management with Dynamics 365

Microsoft Dynamics 365 Business Central offers project managers the ability to manage customer projects quickly, easily, and efficiently. With the power of Dynamics 365, you’ll be able to increase productivity while simultaneously reducing your overall workload. Below, we’ll look at how to use Dynamic 365 from a project management perspective.

Have questions about Dynamics 365 Business Central? Are you ready to take the next step with your business? If so, JourneyTEAM can help! Click here to visit our Dynamics 365 Business Central page.

 

Using Dynamics 365 for Project Management

As a project manager, you can use Dynamics 365 Business Central to develop and present a solution to your customers that includes billable time, tasks, mobility, resources, planning, and so on.

To see just how effective Dynamics 365 can be for project managers, we’ll look at a five step process centered around creating a new job and invoicing the corresponding customer. The steps include:

• Creating a new job
• Setting up a time sheet
• Approving the time sheet
• Creating a job journal
• Invoicing the customer

 

Continue reading this post for a detailed overview of the above steps, or watch this short 2-minute video:

 

Creating a Job in Dynamics 365

First, we’ll log into Dynamics 365 as a project manager. When logged in as a project manager, you’ll immediately have access to all of the information needed to perform your work effectively.

To get started, we’ll create a new job. There are two ways this can be done: you can use an existing job template to create the new job, or simply start a new project. If you opt to use an existing job, it’s best to select a previous job similar to the one you’re currently setting up.

Under Start, select Create New Job. Then, select Yes to create a new job from an existing one. You can then choose which job to use as your template and select which tasks to associate with the job. You have the option of picking individual tasks or a range of tasks. When you’re done, click Finish and the new job will be created.

 

Setting Up a New Time Sheet

Now, let’s create a sample time sheet for a consultant who’s working on this new job.

Under Time Sheets on the dashboard page, select Open Time Sheets. Open a time sheet, and you’ll notice that there are tasks which individual entries can be assigned to. We’ll assign this time sheet to the Consulting task that’s associated with the current project. Finally, we’ll input the time involved for this task, then submit the time sheet for approval.

 

Approving a Time Sheet

 So, the consultant working on this project has submitted their time for approval. As a project manager, you’ll need to approve it.

On the project manager dashboard under Approvals, there will now be a new time sheet available under Time Sheets...Approve. Click here, open the corresponding time sheet, and then click Approve at the top of the screen to approve the time sheet.

 

Creating a Job Journal 

Back on the dashboard screen, click the plus sign above Job Journal under the Start heading.

Now that the consultant’s time has been submitted and approved, Dynamics 365 can set up your job journal for you automatically. When you click the Suggested Lines option at the top of the screen, the approved time sheet entries associated with various job tasks will be imported into the job journal. Click Post in order to post the journal lines.

 

Invoicing Your Customer in Dynamics 365

Finally, we can invoice the customer for the job in question.

From the project manager dashboard, select Jobs from the top-left corner of the screen. Next, click Process, and then choose Create Job Sales Invoice from the drop down menu. Click OK to complete the invoice creation.

Now, we’ll post this sales invoice. Select Process again, followed by Sales Invoices/Credit Memos. Next, click Open Sales Invoice/Credit Memos. From here, you can select individual lines or post all of the tasks listed. Either option will result in the creation and posting of an invoice for your customer.

 

Microsoft Dynamics 365 Business Central: a Project Management Solution

As you can see, Dynamics 365 allows you to increase productivity, reduce the amount of time spent on data entry, set up and manage customer projects with ease, and improve your overall decision making process as a project manager.

Are you ready to take the next step with Dynamics 365 for your business? JourneyTEAM can help! Click here to contact us now.

 

---

Article by: Dave Bollard - National Director of Marketing

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

The post Microsoft Dynamics 365 Business Central for Project Managers appeared first on ERP Software Blog.

Related Posts

1. Managing Inventory in Microsoft Dynamics 365 Business Central
2. Microsoft Dynamics 365 Business Central is now available! Business without silos, actionable insights, built to evolve
3. How to Implement Dynamics 365 Business Central Quick Start in 5 Steps



]]> https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-365-business-central-for-project-managers/feed/ 1 https://www.erpsoftwareblog.com/2019/03/how-can-microsoft-dynamics-gp-enable-a-better-data-platform-2/ https://www.erpsoftwareblog.com/2019/03/how-can-microsoft-dynamics-gp-enable-a-better-data-platform-2/#respond Wed, 13 Mar 2019 15:17:26 +0000 http://www.erpsoftwareblog.com/?p=67207 All organizations, no matter their size, need to understand what’s going on with their business data in order to get an accurate picture of how the company is performing. The reporting features you get from Microsoft Dynamics aren't just for large enterprises – they are tools that allow employees of any size business to connect […]

The post How can Microsoft Dynamics GP enable a better data platform? appeared first on ERP Software Blog.

Related Posts

1. How Does Automation with Dynamics GP Save You Money?
2. Microsoft Dynamics GP can enable more than just E-Banking, and automated financials in 2019!
3. How does Microsoft Dynamics reporting of data offer Accountability Today?
]]> All organizations, no matter their size, need to understand what’s going on with their business data in order to get an accurate picture of how the company is performing. The reporting features you get from Microsoft Dynamics aren't just for large enterprises – they are tools that allow employees of any size business to connect with each other and to the information they need to be the most effective at their jobs.

When you have good reporting tools, each user is empowered with the ability to gain a clearer picture of data that is relevant to their respective role, presented through insightful, easy-to-use dashboards and reports. Business intelligence turns information into action through data gathering, analysis and monitoring, plus forecasting that can help identify opportunities, minimize risk, and improve management and operations. You can view in real time what's going on in the organization via Microsoft Dynamics, whereas you can recognize available trends, financial data and more:

• You can determine how Microsoft Power BI can view other Data Sources and meet short-term sales trends;
• Reporting tools like Biznet, Version 7 allows users to craft financial reports in Excel — either running the reports in desktop Excel, on the web or even via mobile app.  While mobile and web options give you easier access to your data, it doesn’t necessarily mean that all web-based ERP reporting products are easy-to-use.
• Ease of use should be one of your principal considerations when selecting cloud based reporting tools.  If your business end-users can’t easily learn to use and leverage the power of the software, it’s not a viable long-term solution.

As the use of mobile devices continues to overtake that of traditional desktops, it’s not surprising that companies are demanding access to business data on tablets and smartphones.  The ability to design and build reports via mobile, as most reporting apps allow you to view reports and drill down abilities into your Dynamics GP data.  Some mobile apps are already available (such as Microsoft Business Analyzer for Android devices) that come pre-configured to provide business insights and a user experience that can be personalized to fit your company’s needs.

Even small businesses need flexible enterprise-wide planning, budgeting, and reporting that works smoothly with its financial systems, fits specific business or industry needs, and is easy for employees to use and share. Whether using SQL Reporting services (SSRS), Power BI or an Excel Add-on program, Microsoft Dynamics GP and Microsoft Dynamics SL provides powerful, reliable data collection and easy-to-use analysis and reporting functionality, as well as built-in consolidation, elimination, and multi-currency capabilities.

Accountnet works with clients to assist with the planning, integration, training and ongoing support for their Microsoft Dynamics systems and can help you figure out which reporting tools are best for your unique situation.  Contact us today to get started. @ 212-Dynamics.

Written by Accountnet, Inc.

Twitter: DynamicsNewYork

The post How can Microsoft Dynamics GP enable a better data platform? appeared first on ERP Software Blog.

Related Posts

1. How Does Automation with Dynamics GP Save You Money?
2. Microsoft Dynamics GP can enable more than just E-Banking, and automated financials in 2019!
3. How does Microsoft Dynamics reporting of data offer Accountability Today?



]]> https://www.erpsoftwareblog.com/2019/03/how-can-microsoft-dynamics-gp-enable-a-better-data-platform-2/feed/ 0 https://www.erpsoftwareblog.com/2019/03/how-microsoft-dynamics-365-business-central-can-transform-your-manufacturing-business/ https://www.erpsoftwareblog.com/2019/03/how-microsoft-dynamics-365-business-central-can-transform-your-manufacturing-business/#respond Wed, 13 Mar 2019 14:38:44 +0000 http://www.erpsoftwareblog.com/?p=67205 With full manufacturing now being provided in the cloud in Dynamics 365 Business Central, manufacturers are in a unique position in which they can leverage cloud-based technology to satisfy their manufacturing requirements. Dynamics 365 gives businesses the opportunity to connect powerful tools, software, and apps into one seamless system. Within Dynamics 365 Business Central, you […]

The post How Microsoft Dynamics 365 Business Central can transform Your Manufacturing Business? appeared first on ERP Software Blog.

Related Posts

1. Manufacturers Gain Vision From Breaking Down Silos
2. Get More in the Cloud with Dynamics 365 Business Central
3. Strategic Mindset for a Successful ERP implementation
]]> With full manufacturing now being provided in the cloud in Dynamics 365 Business Central, manufacturers are in a unique position in which they can leverage cloud-based technology to satisfy their manufacturing requirements. Dynamics 365 gives businesses the opportunity to connect powerful tools, software, and apps into one seamless system.

Within Dynamics 365 Business Central, you can complete seemingly complex processes accurately and efficiently. Thanks to robust and intuitive features, you can stay ahead of the competition by providing customers with accurate information and on-time orders. Thanks to Business Intelligence, manufacturers can get a clear picture of inventory levels, production efficiencies, and forecast upcoming product demand.

Manufacturing functionality within Business Central includes:

• Production Bill of Materials: Create bills of materials and calculate standard costs. Required for the configuration of all other Manufacturing modules.
• Production Orders: Create and manage production orders and post consumption and output to the production orders. After you have created a production order, you can calculate net requirements based on that production order. The Production Orders module includes a manual supply planning tool as an alternative to automatic planning. The Order Planning window provides the visibility and tools you need to manually plan for demand from sales lines and then to create different types of supply orders directly
• Agile Manufacturing: This module enables you to run the Agile Manufacturing, Supply Planning, and Capacity Planning modules.
• Version Management: Create and manage different versions of the manufacturing bill of materials and routings.
• Supply Planning: Plan material requirements based on demand with support for master production scheduling and materials requirements planning. Basic Supply Planning includes:
  • Automatic production orders and purchase orders.
  • Action messages for fast and easy balancing of supply and demand.
  • Support for bucket-less and bucketed material requirements planning.
  • The Setup for items with their own reordering policy, including registration of whether they are manufactured by or purchased from a third party.
• Demand Forecasting: Manage demand forecasting based on items. Input demand (sales) forecasts for products and components in a more convenient way (daily, monthly, quarterly). This data allows the system to plan and create production and purchase orders taking into consideration the demand forecast together with the level of available inventory and parameters of requirement planning.
• Demand Forecasting: Manage demand forecasting based on items. Input demand (sales) forecasts for products and components in a more convenient way (daily, monthly, quarterly). This data allows the system to plan and create production and purchase orders taking into consideration the demand forecast together with the level of available inventory and parameters of requirement planning.
• Sales and Inventory Forecasting: You can use the Sales and Inventory Forecast extension to get deep insights about potential sales and a clear overview of expected stock-outs. The built-in Cortana Intelligence leverages historical data and helps you manage your stock and respond to your customers. Based on the forecast, the Sales and Inventory extension helps create replenishment requests for vendors and saves you time.
• Capacity Planning: Add capacities (work centers) to the manufacturing process. Set up routings and use these routings on production orders and in material requirements planning. View loads and the task list for the capacities.
• Finite Loading: Manage finite loading of capacity-constraint resources. Taking capacity constraints into account so that no more work is assigned to a work center than the capacities can be expected to execute during a given time period. This is a simple tool without any optimization. Used with the Order Promising module, Finite Loading also enables the system to calculate capable-to-promise (CTP).
• Machine Centers: Add machine centers as capacities to the manufacturing process. Machine centers are designed to help you manage capacity of a single machine/producing resource. With machine centers, you can plan/manage capacity on several levels: on a more detailed level for machine centers and on a consolidated level for work centers. Machine centers allow users to store more default information about manufacturing processes, such as setup time or default scrap percentage.

Learn more about Microsoft Dynamics 365 Business Central

Ready to implement Dynamics 365 Business Central in your manufacturing business? For more information and a tailored demonstration, please contact us at MetaOption to learn more: (201) 377-3150.


The post How Microsoft Dynamics 365 Business Central can transform Your Manufacturing Business? appeared first on ERP Software Blog.

Related Posts

1. Manufacturers Gain Vision From Breaking Down Silos
2. Get More in the Cloud with Dynamics 365 Business Central
3. Strategic Mindset for a Successful ERP implementation



]]> https://www.erpsoftwareblog.com/2019/03/how-microsoft-dynamics-365-business-central-can-transform-your-manufacturing-business/feed/ 0 https://www.erpsoftwareblog.com/2019/03/shipping-automation-software/ https://www.erpsoftwareblog.com/2019/03/shipping-automation-software/#comments Tue, 12 Mar 2019 20:55:05 +0000 http://www.erpsoftwareblog.com/?p=67199 Now that online shopping has taken over, your customers expect to receive their orders as fast as they got their InstaPot so now you’re out shopping for shipping automation software. Ironically, you won’t find that for sale on Amazon.   Your customers also expect flexible shipping options, and cheaper shipping costs. And as customer behaviors […]

The post How to Shop for Shipping Automation Software appeared first on ERP Software Blog.

Related Posts

1. Manage, Monitor, and Coordinate Your Third Party Investors in Microsoft Dynamics GP (Great Plains)
2. Top 10 Reasons to Attend Convergence 2012
3. Four Tips to Selecting and Implementing Quality ERP Software
]]> Now that online shopping has taken over, your customers expect to receive their orders as fast as they got their InstaPot so now you’re out shopping for shipping automation software. Ironically, you won’t find that for sale on Amazon.

 

Your customers also expect flexible shipping options, and cheaper shipping costs. And as customer behaviors change, distributors must be agile enough to adjust their business.

 

These days, average shipping time has become a KPI that distribution companies use to improve competitiveness and profitability.

 

Distribution companies need to keep customers happy, as this can increase revenue by up to 15%. Improving customer satisfaction can also lower customer service costs by as much as 20%.

 

It's estimated that by 2020, customer experience will become the key brand differentiator.

 

However, many customers complain about shipping being too slow and expensive, getting the wrong products shipped or getting an out-of-stock message.

 

Apparently delivering product efficiently, on-time, and correctly remains a stumbling block for many distributors.

 

One solution that can help your business maximize returns and cut costs is the implementation of a shipping automation software.

 

With the right shipping automation software, you view order status, get up to date rate quotes, even print shipping labels and packing slips, preferably from your ERP solution.

If you don’t have an ERP system in place, learn more about how to get started on that here.

 

At Admiral USA, to help distributors choose the right software, we advise them to look for a solution that offers:

• Excellent Customer Service - Does it allow customers to manage their account details online, place orders, track shipments in real time? Does it offer end-to-end order visibility to the customer?
• Detailed data analysis and reporting - Does the software provide real-time data reporting? Access to accurate data leads to more efficient business workflow.
• Full Integration - What integration requirements are available for your other business systems, including ERP and WMS? Integration across systems helps to keep data flowing smoothly and helps to unlock its value by making information available to the people who need it.
• Easy to Set Up - Will the system require modifications often? Will it need upgrades as your businesses expands, as new product lines are added or new regulations are passed? Left unchecked, frequent modifications to the software system will increase costs.
• Easy to Use - How easy is it for your staff to use? Is information easily found and presented in a way that makes sense to users? Will users have to sit through hours of training before they can use it?

 

With customers having access to many shipping options, being timely and efficient is one way to gain a competitive advantage.

 

Finding a shipping automation software that incorporates these features is just the beginning.

 

Finding one that integrates with your ERP allows you to view and transfer critical data between different departments to better serve your customers and boost profitability.

 

Here at Admiral Consulting Group, we know that positioning your organization for success starts with optimizing your operations, making your workers more effective and your customers happier.

 

We are excited to show you the different ways that you can streamline your processes to stay ahead of the competition.  Learn more about our solution offerings today or schedule a complimentary consultation now.

The post How to Shop for Shipping Automation Software appeared first on ERP Software Blog.

Related Posts

1. Manage, Monitor, and Coordinate Your Third Party Investors in Microsoft Dynamics GP (Great Plains)
2. Top 10 Reasons to Attend Convergence 2012
3. Four Tips to Selecting and Implementing Quality ERP Software



]]> https://www.erpsoftwareblog.com/2019/03/shipping-automation-software/feed/ 1 https://www.erpsoftwareblog.com/2019/03/investing-dynamics-365-6-crucial-questions/ https://www.erpsoftwareblog.com/2019/03/investing-dynamics-365-6-crucial-questions/#comments Tue, 12 Mar 2019 19:24:14 +0000 http://www.erpsoftwareblog.com/?p=67189 Despite its massive business potential, Microsoft Dynamics 365 is having an identity problem in the marketplace. It is often considered to be little more than an experiment in the repackaging of soon-to-be-unsupported versions of Microsoft’s more outdated ERPs. But Microsoft Dynamics 365 is more than a rebranding; it’s an avenue through which Microsoft is allowing […]

The post Investing in Dynamics 365: 6 Crucial Questions to Address appeared first on ERP Software Blog.

Related Posts

1. eBook: Evolve Your ERP – Enable Corporate Agility with Dynamics 365
2. Cloud ERP – Why it might be a worthwhile investment for your company
3. Announcing Microsoft Dynamics 365 Business Central
]]> Despite its massive business potential, Microsoft Dynamics 365 is having an identity problem in the marketplace. It is often considered to be little more than an experiment in the repackaging of soon-to-be-unsupported versions of Microsoft’s more outdated ERPs. But Microsoft Dynamics 365 is more than a rebranding; it’s an avenue through which Microsoft is allowing customers to maximize flexibility and extensibility, and to gracefully scale their businesses up or down, without sacrificing internal efficiency or existing customer relationships.

If you’re among the many businesses still just considering an investment in Microsoft Dynamics 365, take note of some key questions to address before you take the leap.

1. Are you looking to grow or scale your business?

Microsoft Dynamics 365 has ushered in a new era of cloud-based, ERP- and business application-enabled growth. It brings together the best Microsoft has to offer when it comes to productivity and analytics tools, while still integrating with emerging tools like IoT and third-party plugins your business may need as you grow.

For SMBs, Dynamics 365 Business Central in particular is uniquely positioned to help you scale, with functionality including financial, supply chain, service, project, and resource management, that helps you sell smarter, work more efficiently, and improve customer service.

2. Are internal productivity and efficiency a challenge?

With Dynamics 365 and its integration with productivity tools, you can easily standardize and automate once-manual business processes, get a unified view of your data and business intelligence, and use predictive insight tools to stay informed on how to prepare for future shifts in your market. This means fewer siloes, fully consolidated data, and a centralized platform for all your business applications.

Even if you hit roadblocks on the path to digitization, Dynamics 365’s capabilities allow you to stay on track by optimizing your operations and giving you the planning tools to keep projects on time and on budget. Better planning and forecasting ultimately leads to smarter strategies, smarter sales, and maximal profit margins — all while keeping your business adaptable enough to remain efficient as disruptors impact your market or your strategies.

3. Are you looking for more business intelligence capabilities?

Dynamics 365 gives you the ability to learn more about your business than ever, and to do more with that data than has yet been easily possible.

According to Nigel Frank International, compared to previous versions of Microsoft’s ERPs:

“With access to artificial intelligence-powered analytical services, and more-comprehensive sets of business data, Dynamics 365 massively outstrips previous versions … in terms of reporting and business intelligence”.

To address data gaps around financial performance, Microsoft’s business intelligence tool, Power BI, is built into Dynamics 365, allowing you to leverage AI capabilities to make the most of your data. Discover actionable insights sooner and use your data to help inform your business’ next strategic move.

4. Is data privacy a primary priority or concern?

Because Microsoft handles the Dynamics 365 back-end framework themselves, Dynamics 365’s cloud-based model doesn’t just take the maintenance workload off your IT team; it also means that you can shift a lot of your security concerns away from your internal resources as well.

Your secure data always remains backed up in Microsoft’s secure and automatically encrypted cloud: accessible around the world while being complaint with laws and regulations that vary by region, like GDPR. In addition, Dynamics 365 allows businesses to dictate what data internal team members can access, which maximizes security further, and gives businesses a defined level of control over data privacy beyond what a SaaS model already offers.

5. Do you feel limited by the degree to which you can customize your existing ERP to your business needs?

As a cloud-based, Software as a Service (SaaS) platform, Dynamics 365 can be accessed through a web browser, from anywhere, and eliminates the need for regular manual updates of the platform. This freedom from updates and maintenance gives brands the time and flexibility to focus on making Dynamics 365 a more customized solution that’s specific to their business goals and gaps.

With Microsoft Dynamics 365, organizations can choose to license only the business applications they need and set them up so that each app aligns with a particular business need or requirement. The end result is a tailored-for-your-business, cloud-based ERP that offers everything you need without bogging you down with capabilities you don’t.

6. Do you want to integrate your ERP with your web store?

As a standalone investment, Dynamics 365 already comes with a long list of advantages. However, the benefits it can offer e-commerce are particularly notable, and include those we’ve already addressed: scalability, flexibility, security, efficiency, and unified business intelligence.

The data in your Dynamics 365 ERP can help power sophisticated web store functionality, like segmented customer-specific experiences, real-time inventory information, and accurate, up-to-date payment information for every purchase. All you need to do is leverage an integrated approach and let Dynamics 365 serve as your e-commerce engine, and you can significantly minimize implementation and maintenance headaches.

Check out our recent infographic to see exactly how this works.

The verdict: to invest, or not to invest?

If you answered yes to all or most of these questions, Dynamics 365 may be the right fit for your business. Microsoft Dynamics 365 is positioned to serve businesses of all sizes, across industries, in a way that is unique to their individual needs and goals by making the most of Microsoft’s suite of business applications (from one unified platform) and addressing challenges ranging from productivity to inventory management to fulfillment and customer service. Taking this a step further means leveraging all these benefits to power better e-commerce experiences than you thought possible.

 

For more on how your Dynamics 365 ERP can take your e-commerce experience to new heights, read our white paper on the Benefits of Integration.

 

_____

By: Sana Commerce, www.sana-commerce.com

The post Investing in Dynamics 365: 6 Crucial Questions to Address appeared first on ERP Software Blog.

Related Posts

1. eBook: Evolve Your ERP – Enable Corporate Agility with Dynamics 365
2. Cloud ERP – Why it might be a worthwhile investment for your company
3. Announcing Microsoft Dynamics 365 Business Central



]]> https://www.erpsoftwareblog.com/2019/03/investing-dynamics-365-6-crucial-questions/feed/ 1 https://www.erpsoftwareblog.com/2019/03/favorite-things-in-microsoft-dynamics-gp-payroll-part-3-comprehensive-leave-tracking/ https://www.erpsoftwareblog.com/2019/03/favorite-things-in-microsoft-dynamics-gp-payroll-part-3-comprehensive-leave-tracking/#respond Mon, 11 Mar 2019 17:05:45 +0000 http://www.erpsoftwareblog.com/?p=67186 After telling you all about the GP Payroll Freebies and some affordable Payroll Mistake Fixers, time to turn to my all-time favorite: Comprehensive Leave Tracking Leave management has evolved into so much more than just vacation time and sick days. Companies might offer comp time, allow employees to utilize time for volunteer activities, or provide […]

The post Here are a Few of My Favorite Things in Microsoft Dynamics® GP Payroll PART 3: Comprehensive Leave Tracking appeared first on ERP Software Blog.

Related Posts

1. Managing Leave Time in Microsoft Dynamics® GP
2. Are Payroll and Benefits Programs Part of Your Digital Transformation?
3. Stop Struggling With Managing Leave
]]> After telling you all about the GP Payroll Freebies and some affordable Payroll Mistake Fixers, time to turn to my all-time favorite:

Comprehensive Leave Tracking

Leave management has evolved into so much more than just vacation time and sick days. Companies might offer comp time, allow employees to utilize time for volunteer activities, or provide personal days that employees can use to just take a day off every now and then. Managing a variety of leave time with varying rules can become complicated. Also, staying compliant with mandated sick leave laws can get tricky. Comprehensive Leave Manager, a modern add-on to Microsoft Dynamics GP Payroll that allows you to create and manage unlimited types of leave with varying rules in GP Payroll, can really streamline your leave management activities. And just like that, comprehensive leave tracking is no longer a burden to the payroll team!

See how it compares to PTO Manager: Watch the video “Comprehensive Leave Manager vs. PTO Manager in Microsoft Dynamics GP.”

Add all these to your list of favorite things and have more time to watch that movie, curl up in that blanket, and drink the hot chocolate.

When the dog bites, when the bee stings
When I'm feeling sad
I simply remember my favorite things
And then I don't feel so bad

The post Here are a Few of My Favorite Things in Microsoft Dynamics® GP Payroll PART 3: Comprehensive Leave Tracking appeared first on ERP Software Blog.

Related Posts

1. Managing Leave Time in Microsoft Dynamics® GP
2. Are Payroll and Benefits Programs Part of Your Digital Transformation?
3. Stop Struggling With Managing Leave



]]> https://www.erpsoftwareblog.com/2019/03/favorite-things-in-microsoft-dynamics-gp-payroll-part-3-comprehensive-leave-tracking/feed/ 0 https://www.erpsoftwareblog.com/2019/03/columbus-is-heading-to-focus-2019-here-is-what-you-can-expect/ https://www.erpsoftwareblog.com/2019/03/columbus-is-heading-to-focus-2019-here-is-what-you-can-expect/#respond Mon, 11 Mar 2019 12:59:33 +0000 http://www.erpsoftwareblog.com/?p=67178 Want to see what all the fuss is about? Get excited Dynamics 365 enthusiasts, Columbus is heading to Focus 2019! We are thrilled to be part of this year’s power-packed conference. From newbies to experts in D365, you are all welcome to join us as we go over best practices and some tips and tricks […]

The post Columbus is heading to Focus 2019! Here is what you can expect appeared first on ERP Software Blog.

Related Posts

1. How does Microsoft Dynamics reporting of data offer Accountability Today?
2. How can better Financial Reporting with Microsoft Dynamics enable a successful Audit?
3. Microsoft Dynamics: Focus on Growing Your Business
]]> Want to see what all the fuss is about? Get excited Dynamics 365 enthusiasts, Columbus is heading to Focus 2019! We are thrilled to be part of this year’s power-packed conference.

From newbies to experts in D365, you are all welcome to join us as we go over best practices and some tips and tricks in driving digital transformation. Take your learning to the next level with advanced, engaging sessions on Microsoft Dynamics 365, CRM, and multi-level learning on the Power Platform (Power BI, PowerApps, and Flow).

 

What you can expect from Columbus?

Here is a look at our leading sessions this week…

 

BI and Reporting in AX/D365FO: All the Tools you can Use

Business Intelligence and reporting cover a broad spectrum of concepts, solutions, and tools. In this session, we will cover some of the tools that are available now for existing AX  implementations as well as for D365FO.

Speaker: Michael G. Simms – Columbus Global

 

Data: The Hidden Costs of Your Company's Most Important Asset

This session will help you to be able to proactively manage your existing systems and minimize the risk of upgrading to a new system and/or implement a BI strategy from a data perspective.

Speaker: Michael G. Simms – Columbus Global

 

Are you ready for Advanced Analytics?

This session will highlight some of the key decision points in an Advanced Analytics strategy. Besides, Columbus will demo an AI solution currently in use with one of our customers for demand forecasting.

Speaker: Michael G. Simms – Columbus Global

 

Data Access Expressions for Mere Mortals

DAX is a compelling language that can be utilized to enhance your datasets. In this session, we will start small and build our datasets with DAX into some truly insightful visual reports.

Speaker: Michael G. Simms – Columbus Global

 

For Business Users

Personalize Consumer Experience with Dynamics 365 CE

The attendee should gain insights on the Integrated E-Commerce & D365 CE Solutions and customer journey enhancements

Speaker: Krishnam Raju Nagapuri – Columbus Global

 

Maximize ROI from D365 Field Service using Portals

The attendee should gain practical knowledge on how to use Microsoft Portals and D365 Field Service solution together to create an interface which can be used by external users/contractors/partners.

Speaker: Krishnam Raju Nagapuri – Columbus Global

 

Advanced Functional

Making your business future ready through IOT & D365 CE

This session will give a detailed overview of the above setup along with things to consider while implementing an IoT solution and various challenges from a customer point of view.

Speaker: Krishnam Raju Nagapuri – Columbus Global

 

What’s in it for you?

All things Dynamics 365, Power BI, PowerApps, and more under one roof. Meet the engineers behind your favorite tools, interact with like-minded explorers, and get hands-on with immersive sessions.

 

Who is Columbus?

Columbus is a global IT services and consulting. We bring digital transformation into your business and position you to thrive far into the future. We are experts in designing, developing, implementing, upgrading and maintaining digital business applications that help your business succeed in the digital transformation. We offer a comprehensive solution portfolio with in-depth industry knowledge, extensive technology expertise, and profound customer insight.

 

About the 9 Doors Program

The 9 Doors to Digital Leadership Program is a part of the Columbus 2020 Strategy to change the market perception of Columbus from a leading ERP player to a trusted advisor for digital transformation.

 

The 9 Doors Business Objectives:

• Distinctly position Columbus in the marketplace as a digital leadership enabler
• Offer a common framework to vocalize our service offerings and build content
• Standardize global sales and delivery – a necessity to stay relevant and competitive

 

Currently, the focus is on building capabilities for 5 Doors including:

• Analytics & BI
• ERP
• Customer Experience
• AMS
• IMS

 

Our table is the place to be as you can be sure to get complete expert advice on Dynamics, in a friendly atmosphere. We also do have giveaways, and we'll be happy to welcome you. We also love catching up with the community's fellow Dynamics 365 users, so stop at Table 14 in the Corporate Hall, to learn who we are and what we are doing.

 

Come visit our team of solution experts at table No. 14 in the corporate hall!

The post Columbus is heading to Focus 2019! Here is what you can expect appeared first on ERP Software Blog.

Related Posts

1. How does Microsoft Dynamics reporting of data offer Accountability Today?
2. How can better Financial Reporting with Microsoft Dynamics enable a successful Audit?
3. Microsoft Dynamics: Focus on Growing Your Business



]]> https://www.erpsoftwareblog.com/2019/03/columbus-is-heading-to-focus-2019-here-is-what-you-can-expect/feed/ 0 https://www.erpsoftwareblog.com/2019/03/top-benefits-of-budgeting-with-budget-templates/ https://www.erpsoftwareblog.com/2019/03/top-benefits-of-budgeting-with-budget-templates/#respond Fri, 08 Mar 2019 04:28:04 +0000 http://www.erpsoftwareblog.com/?p=67160 Budgeting is a topic that isn’t very popular in many companies, and it can be a time-consuming project for many employees.  A tip is to not make complicated templates as the goal is an estimate for the coming year.  If employees can’t have small variances, then they will make choices that only impact their results […]

The post Top Benefits of Budgeting with Budget Templates appeared first on ERP Software Blog.

Related Posts

1. Microsoft Dynamics 365 has changed the Cloud ERP revolution, but what about your reporting and budgeting?
2. Business Intelligence for Healthcare
3. Financial Reporting and Planning for Manufacturing
]]> Budgeting is a topic that isn’t very popular in many companies, and it can be a time-consuming project for many employees.  A tip is to not make complicated templates as the goal is an estimate for the coming year.  If employees can’t have small variances, then they will make choices that only impact their results against the budget and not what is in the best long-term interest of the company.

 

The goal of a budget should be to give an approximate estimate of how the organization will do in the coming year and to provide details on how money can be spent, which should be based on the strategies and initiatives of the organization. The goal should not be to budget down to each dollar.  For instance, one company budgeted down to an employee cost of $6.52 per month per employee.  The company was asked whether the cost could be estimated as a total for each department, but they claimed they needed it down to the dollar; however, budgeting at the department level and allowing a five percent variance would have had no impact on the decisions that the company made.  Another important item to ask yourself is “what is an acceptable variance for an organization?” For example, if there is a five percent variance in the revenue, then would this impact the decisions that the company will make in the coming year?

 

Personnel budgeting has a large impact for companies due to the high proportion of costs of a company.  A personnel budgeting template has similarities across all organizations. There are various variables to consider, such as the type of raise, number of raises, overtime, bonuses, commissions, taxes, benefits, and IT costs to name a few.  It is also good to keep in mind whether to budget by employee or by position.

 

Budgeting by position allows an organization to ignore employee titles, terminations, and having to hire employees to replace a terminated employee.  It also enables budgeting by multiple employees.  As an example, a template can allow a manager to input how many accountants should be employed, what the average salary is, and what the average raise would be.  When budgeting by employees, then each accountant should be listed, the employee’s exact salary, each person’s expected raise, and all other information specific to each employee.  Budgeting by employee will be more accurate if there is little employee turnover, but it also requires more work. Another item to consider is separating out full-time and part-time employees, as there may be differences in the benefits that are allocated to part-time employees, such as overtime and 401k.  These are all calculations that must be created into the payroll form.

 

A great way to start is to create an assumptions template, which allows an administrator to enter data that will impact the calculations of many templates and therefore does not have to be hardcoded into the templates themselves.  This data will flow from the form into all other templates. An assumptions template should include payroll tax rates, worker’s compensation rate, benefit rate (for health, dental, and vision), and the number of days in each month, which is used for accurate monthly allocation.

If you want to learn more about budget templates, click here.

The post Top Benefits of Budgeting with Budget Templates appeared first on ERP Software Blog.

Related Posts

1. Microsoft Dynamics 365 has changed the Cloud ERP revolution, but what about your reporting and budgeting?
2. Business Intelligence for Healthcare
3. Financial Reporting and Planning for Manufacturing



]]> https://www.erpsoftwareblog.com/2019/03/top-benefits-of-budgeting-with-budget-templates/feed/ 0 https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-365-business-central-pricing/ https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-365-business-central-pricing/#comments Wed, 06 Mar 2019 18:24:49 +0000 http://www.erpsoftwareblog.com/?p=67145 Microsoft Dynamics 365 Business Central is an all-in-one business management solution that’s easy to use and adapt, helping you connect your business and make smarter decisions.  Built on functionality within Microsoft Dynamics NAV and adaptable to extend business applications to other Microsoft Cloud Services such as Office 365, Microsoft Flow, Power BI and PowerApps; Microsoft Dynamics 365 Business Central Solution […]

The post Microsoft Dynamics 365 Business Central Pricing appeared first on ERP Software Blog.

Related Posts

1. Microsoft Dynamics 365 Business Central Essentials Version
2. Microsoft Dynamics 365 Business Central Project Management Functionality
3. Microsoft Dynamics NAV 2018 Enhanced Financials
]]> Microsoft Dynamics 365 Business Central is an all-in-one business management solution that’s easy to use and adapt, helping you connect your business and make smarter decisions.  Built on functionality within Microsoft Dynamics NAV and adaptable to extend business applications to other Microsoft Cloud Services such as Office 365, Microsoft Flow, Power BI and PowerApps; Microsoft Dynamics 365 Business Central Solution can grow as your business requirements change while taking advantage of the latest technology.  Microsoft Dynamics 365 Business Central Pricing and User Licensing Options are explained below:

Full Users:

Full Users are the users whose work requires use of the feature rich business applications functionality. Examples of full users are sales people, customer service representatives, finance employees, controllers and supply chain managers. These users have also been referred to in the past as “Pro users” or “Power Users.” These full users are licensed with a Dynamics 365 Business Central subscription on a per named user basis and can choose between either the Essentials or Premium versions.

Full Users-Essentials.  The Essentials Version of Microsoft Dynamics 365 Business Central offers robust business functionality across financials, supply chain management, CRM, Human Resource and much more.

• Microsoft Dynamics 365 Business Central Essential Licensing is $70/named user/month.

Full Users- Premium.  The Premium licensing includes all of the functionality in the Essentials version and enhances the ERP solution further with 2 powerful additional components: Service Management and Manufacturing.

• Microsoft Dynamics 365 Business Central Premium Licensing is $100/named user/month.

Team Members:

Team Members often represent a large percentage of users in an organization and may consume data or reports from line of business systems, complete light tasks like time or expense entry and HR record updates or be heavier users of the system, but not require full user capabilities. These additional users are licensed with Dynamics 365 Business Central Team Members.

• Microsoft Dynamics 365 Business Central Team Member Licensing is $8/named user/month.

The Dynamics 365 Business Central Team Members subscription is a “named user” subscription designed for users who are not tied to a particular function, but who require basic Dynamics 365 functionality. This license includes read access as well as some write access for select light tasks across Dynamics 365 Business Central functionality for a given tenant.

The Dynamics 365 Business Central Team Members Subscription License grants a user full read access to Dynamics 365 Business Central Essential and Dynamics 365 Business Central Premium for a given tenant. In addition, the Dynamics 365 Business Central Team Members SL includes some limited use write access to Dynamics 365 Business Central Essential and Dynamics 365 Business Central Premium.

Dynamics 365 Business Central Team Members users can do the following:

• Read anything within Dynamics 365 Business Central
• Update existing data and entries in Dynamics 365 Business Central - existing data are records like customer, vendor or item records which are already created. Entries means entries on which it is specifically allowed from an accounting perspective to update specific information. (e.g. due date on customer ledger entries)
• Approve or reject tasks in all workflows assigned to a user • Create, edit, delete a quote • Create, edit, delete personal information
• Enter a time sheet for Jobs
• Use PowerApps for Dynamics 365

Microsoft Dynamics 365 Business Central Pricing is summarized below, however, this is for the Cloud Version of the system.  The On-Premise version of Microsoft Dynamics 365 Business Central has virtually the same functionality, however, the licensing is much different.

Full Users-Essentials Versions = $ 70/Named Users/Month

Full Users-Premium Version = $ 100/Named Users/Month

Team Members-Either Version = $ 8/Named Users/Month

Learn more about Microsoft Dynamics 365 Business Central Licensing

Get an Estimate on Microsoft Dynamics 365 Business Central 

Posted by iCepts Technology Group, Inc. A Microsoft Dynamics 365 Business Central Partner

The post Microsoft Dynamics 365 Business Central Pricing appeared first on ERP Software Blog.

Related Posts

1. Microsoft Dynamics 365 Business Central Essentials Version
2. Microsoft Dynamics 365 Business Central Project Management Functionality
3. Microsoft Dynamics NAV 2018 Enhanced Financials



]]> https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-365-business-central-pricing/feed/ 1 https://www.erpsoftwareblog.com/2019/03/favorite-things-in-microsoft-dynamics-gp-payroll-part-2-fix-payroll-mistakes/ https://www.erpsoftwareblog.com/2019/03/favorite-things-in-microsoft-dynamics-gp-payroll-part-2-fix-payroll-mistakes/#respond Wed, 06 Mar 2019 16:22:55 +0000 http://www.erpsoftwareblog.com/?p=67142 After telling you all about the GP Payroll Freebies , it’s time to turn to some cool add-on products that are not free, but very affordable and hey – in the end can save you mucho time – giving you mucho FREE time – get it? LOL Affordable Tools to Easily Fix Payroll Mistakes Have […]

The post Here are a Few of My Favorite Things in Microsoft Dynamics® GP Payroll PART 2: Affordable Tools to Easily Fix Payroll Mistakes appeared first on ERP Software Blog.

Related Posts

1. Are Payroll and Benefits Programs Part of Your Digital Transformation?
2. Another Payroll Mistake? Fix it Fast with These 2 Payroll Processing Solutions
3. Got Gaps in Dynamics GP Payroll? Here’s How to Fix Them
]]> After telling you all about the GP Payroll Freebies , it’s time to turn to some cool add-on products that are not free, but very affordable and hey – in the end can save you mucho time – giving you mucho FREE time – get it? LOL

Affordable Tools to Easily Fix Payroll Mistakes

Have you ever entered the wrong pay code, applied time to the wrong department, or made a mistake on an overtime calculation? It happens. Probably more often than you’d prefer to admit. One simple mistake costs valuable time. Multiple mistakes can eat up hours, if not days. As your headcount increases, so does the time it takes to process timesheets into paychecks. Pushed to meet deadlines, the risk for mistakes also increases. Correcting payroll mistakes can be much easier with these two, affordable add-ons:

• Negative Payroll Transactions offers a more efficient way to fix payroll mistakes than a 17+ step process in GP Payroll out-of-the-box. You simply enter a negative transaction. That’s it. The negative transaction is then automatically carried through the entire payroll process. The change is reflected on the payroll reports and shows up on the next earnings statement. Records update through to general ledger entries, appropriate credits or debits are made and an audit trail is created.
• Negative Deductions Enhancement was designed specifically to address over-withholdings and saves valuable time in the payroll department. Simply enter a deduction for over-withheld health insurance or life insurance amounts, and let Negative Deductions finish the process. Deductions can be delivered on a check with wages, or a check with no wages. The deductions will appear on a pay stub and a transaction report will detail the converted and non-converted deductions in the payroll process.

And I’m not done yet – stay tuned for PART 3 (the final part!) of my favorite things in GP Payroll.

And as always, don’t hesitate to reach out about anything GP Payroll related – we love to help!

The post Here are a Few of My Favorite Things in Microsoft Dynamics® GP Payroll PART 2: Affordable Tools to Easily Fix Payroll Mistakes appeared first on ERP Software Blog.

Related Posts

1. Are Payroll and Benefits Programs Part of Your Digital Transformation?
2. Another Payroll Mistake? Fix it Fast with These 2 Payroll Processing Solutions
3. Got Gaps in Dynamics GP Payroll? Here’s How to Fix Them



]]> https://www.erpsoftwareblog.com/2019/03/favorite-things-in-microsoft-dynamics-gp-payroll-part-2-fix-payroll-mistakes/feed/ 0 https://www.erpsoftwareblog.com/2019/03/generate-purchase-orders-in-microsoft-dynamics-nav/ https://www.erpsoftwareblog.com/2019/03/generate-purchase-orders-in-microsoft-dynamics-nav/#respond Wed, 06 Mar 2019 15:55:25 +0000 http://www.erpsoftwareblog.com/?p=67127 Microsoft Dynamics NAV is embedded with various advanced functionalities, including Item Vendor Catalogue, which assists users to seamlessly generate PO’s. By this functionality, users can understand how Microsoft Dynamics NAV can efficiently help sales teams to generate prompt and precise Purchase Orders (PO’s). Dynamics NAV empowers users to generate PO’s in the following discussed ways: […]

The post Generate Purchase Orders in Microsoft Dynamics NAV appeared first on ERP Software Blog.

Related Posts

1. Miss the Recent “What’s New in Microsoft Dynamics NAV 2018” Webinar? Download the Content Now.
2. 5 Core Features of Dynamics NAV Manufacturing
3. How can new features in Dynamics NAV 2018 add value and growth to Finance teams?
]]> Microsoft Dynamics NAV is embedded with various advanced functionalities, including Item Vendor Catalogue, which assists users to seamlessly generate PO’s.

By this functionality, users can understand how Microsoft Dynamics NAV can efficiently help sales teams to generate prompt and precise Purchase Orders (PO’s).

Dynamics NAV empowers users to generate PO’s in the following discussed ways:

• Manual PO’s – Users can manually create POs through a smartly integrated user- friendly interface. The only limitation with this approach is, however, it takes longer time than desired. Moreover, the user feeding the information must need to be thorough with all the relevant and mandatory fields of the PO’s.

• Automated PO’s – The automated capability of creating PO’s leverages the embedded Planning or Requisition worksheets. Basically, the system automatically generates the required PO’s, however, users need to make sure that all the relevant configurations are correctly executed.

The Item Vendor Catalogue is a unique and advanced feature that enables users to save time and efforts while manually generating the required PO’s. The functionality is capable of smartly configuring multiple vendors, for an identical item, within the Dynamics NAV which will assists users to quickly and accurately create PO’s.

Following illustrations makes it easier to understand the PO generation process through Item Vendor Catalogue in MS Dynamics NAV:

Access the ‘Vendor Card’ dashboard and go to ‘Navigate’ Tab and Click on the ‘Items’ option.

Start entering the respective ‘Item Numbers’ and ‘Vendor Item Numbers’. Users can also feed in the relevant information in the ‘Lead Time’ field.

All the information entered in the Item Vendor Catalogue will pass through the ‘Item Cross Reference’ table, as illustrated below.

Alternatively, users can configure the Item Vendor Catalogue from within the ‘Item Card’ option.

Microsoft Dynamics NAV even allows users to apply a look- up on ‘Cross Reference Number’ field, within the ‘Purchase Order Line’ while creating the PO. The look- up will filter the complete list, letting users to view only the vendor specific items that are to be supplied by the desired supplier. The capability ultimately saves the users’ time and effort in generating single or multiple PO’s while eliminates any need to feed in all the required information from the start.

To Sum up: Intelligently integrated Item Vendor Catalogue in Microsoft Dynamics NAV provides various ways to generate the PO’s. As illustrated above, users can easily identify, select, and execute the desired PO generation process, depending on their business requirements as well as their respective system configurations.

Learn more about Microsoft Dynamics NAV 2018.

For more information and a tailored demonstration, please contact us at MetaOption to learn more: (201) 377-3150.

The post Generate Purchase Orders in Microsoft Dynamics NAV appeared first on ERP Software Blog.

Related Posts

1. Miss the Recent “What’s New in Microsoft Dynamics NAV 2018” Webinar? Download the Content Now.
2. 5 Core Features of Dynamics NAV Manufacturing
3. How can new features in Dynamics NAV 2018 add value and growth to Finance teams?



]]> https://www.erpsoftwareblog.com/2019/03/generate-purchase-orders-in-microsoft-dynamics-nav/feed/ 0 https://www.erpsoftwareblog.com/2019/03/are-you-ready-to-move-to-dynamics-365-for-finance-and-operations/ https://www.erpsoftwareblog.com/2019/03/are-you-ready-to-move-to-dynamics-365-for-finance-and-operations/#comments Tue, 05 Mar 2019 17:59:10 +0000 http://www.erpsoftwareblog.com/?p=65550 If you’ve been using Microsoft Dynamics NAV, no doubt you appreciate that it allowed you to move far beyond the capabilities you had with your entry-level ERP software. Being able to connect your business, people, and data across operations from finance to inventory to sales, service, and project management is what has helped you grow […]

The post Are You Ready to Move to Dynamics 365 for Finance and Operations? appeared first on ERP Software Blog.

Related Posts

1. Microsoft NAV 2016 Version Upgrade! Never Worry!!
2. Create a Closed-Loop Analysis, Planning, and Reporting Process
3. Property Leasing & ASC 842 – WEBINAR
]]> If you’ve been using Microsoft Dynamics NAV, no doubt you appreciate that it allowed you to move far beyond the capabilities you had with your entry-level ERP software. Being able to connect your business, people, and data across operations from finance to inventory to sales, service, and project management is what has helped you grow your business to where it is today. But perhaps now you’re looking for something more. How do you know if it’s time to transition from Microsoft Dynamics NAV to Microsoft Dynamics 365 for Finance and Operations?

Ask yourself and your staff:

• Do you need more granular inventory control?
• Does your warehouse require more sophisticated management?
• Would you appreciate more advanced manufacturing capabilities such as shop floor control?
• Is it time to add retail functionality?
• Are you ready for global support for your growing business?

If any of these features sound appealing and even necessary for the needs of your growing business, you ought to evaluate Microsoft Dynamics 365 for Finance and Operations. Moving from Dynamics NAV to Dynamics 365 for Finance and Operations is a logical technology step that will allow you to enhance and streamline your business while reducing dependence on expensive hardware and customizations. Make major improvements to your business practices without starting over from scratch.

Ensure a smooth transition

If you have decided to move to Dynamics 365 for Finance and Operations, there are things we can do to make the transition easier. Western Computer has a solid methodology to guide you to the finish line while making sure nothing gets overlooked. A primary step that contributes to the success of our installations is an in-depth review of your current business processes. Since it is usually better to modify and improve your current processes to fit the software rather than to modifying the system to match your current processes, we’ll work with your team to map out how each process will be performed in your new solution.  By understanding how your business operates now, we’ll be better able to show you how your processes can be adapted to Dynamics 365 without major modifications.  Your team will have an opportunity to see how the robust features off Dynamics 365 can actually make their work easier and more efficient.

Fit/Gap Analysis

With the up-front review of your current processes, we can identify which of your processes “fit” the capabilities of the system and any areas where there are “gaps” that need to be addressed. Sidestepping this important step may mean that you don’t get all you could from your new solution.

At Western Computer, we’re dedicated to helping you get the most value from your transition to Microsoft Dynamics 365.  With a large team of experts in both Dynamics NAV and Dynamics 365 for Finance and Operations, Western Computer is well positioned to help you evaluate the potential of making the change and then helping you with a smooth transition.

Visit our website to learn more about Microsoft Dynamics 365 for Finance and Operations and our on-target implementation method and contact us to get the conversation started.

By Western Computer, www.westerncomputer.com

The post Are You Ready to Move to Dynamics 365 for Finance and Operations? appeared first on ERP Software Blog.

Related Posts

1. Microsoft NAV 2016 Version Upgrade! Never Worry!!
2. Create a Closed-Loop Analysis, Planning, and Reporting Process
3. Property Leasing & ASC 842 – WEBINAR



]]> https://www.erpsoftwareblog.com/2019/03/are-you-ready-to-move-to-dynamics-365-for-finance-and-operations/feed/ 1 https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-gp-reporting-data-offer-accountability-today/ https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-gp-reporting-data-offer-accountability-today/#respond Tue, 05 Mar 2019 15:45:52 +0000 http://www.erpsoftwareblog.com/?p=67114 Dynamics GP is a complete solution for small to medium sized businesses. Dynamics GP helps you gain control over your primary business drivers. From financials to reporting and eBanking, Dynamics brings people and systems together to support your business ambitions. Dynamics GP or Dynamics SL can provide you the power to choose how you want […]

The post How does Microsoft Dynamics’ reporting of data offer accountability today? appeared first on ERP Software Blog.

Related Posts

1. How Does Automation with Dynamics GP Save You Money?
2. How Can Microsoft Dynamics GP Enable Better Data Protection?
3. How Can Microsoft Dynamics GP Enable Better Business Functionality?
]]> Dynamics GP is a complete solution for small to medium sized businesses. Dynamics GP helps you gain control over your primary business drivers. From financials to reporting and eBanking, Dynamics brings people and systems together to support your business ambitions. Dynamics GP or Dynamics SL can provide you the power to choose how you want to utilize cloud technologies.

You can deploy in the Microsoft cloud on Microsoft Azure in either a public or private setting. If you aren’t ready to fully go to the cloud you can do a hybrid. This flexibility gives you choices now and into the future. Azure gives you the flexibility and enterprise-class security, reliability and scalability

Whether you are considering purchasing any Dynamics Products with new functionality, this guide provides an overview of the product modules available grouped by the function.

Power BI reports can be added to home pages — a new web part has been added to Home Pages that allow users to easily add Power BI Reports to your work-space. To display a report, check the Power BI box, and then click the blue arrow to go into the Power BI Details window. This window will show you the available reports that you can add to your Home Page. Once you’ve added reports -you will have a Power BI section added to the home page. You can scroll through the available reports or you can expand the size of the window to be larger or smaller as needed.

Dynamics Products work with Office and Office 365 to extend the value of your business solution with enhanced productivity, collaboration, mobility and business intelligence. Dynamics utilizes functionality to you give you more value such as sending document to SharePoint or OneDrive, word documents, refreshable excel reports, Smart Lists or Quick Query reports. You can also Configure Microsoft Dynamics SL Multi-Company to operate with several companies in a single database, multiple databases, or both. Bring your businesses together — whether centralized or decentralized and geographically disbursed — while automating time consuming and error prone tasks.

Dynamics 365 Business Central — support services are available today and can begin with a Cloud Review that provides you with a determination of consulting services to help with your Dynamics 365 implementation. We can begin with a Financial reporting process and requirements document — which is an Extended Relationship Analysis (ERA) onsite visit or conference call. The implementation cycle is a must for New Services to begin. More Payables and Better Procure to pay process (purchasing, receiving, invoice receipt, payment). Cloud provisioning begins with a documentation and recommendations outlining the Dynamics 365 components needed, as well as any extensions that are available. Dynamics GP has functionally today is widely used and in addition to its multi-currency tracking.

Accountnet works with clients to assist with the planning, integration, training and ongoing support for their Microsoft Dynamics. With new reporting options and the latest Microsoft technology, your firm can stay current in today’s competitive environment. Investing in cloud technology can result in significant benefits, including audit compliance and the fulfillment of your IT and cloud strategy. Move forward today with the Accountnet Cloud team @ 212-Dynamics or visit www.microsoftfinancialsoftware.com.

 

Written by Accountnet, Inc.

Twitter: DynamicsNewYork

The post How does Microsoft Dynamics’ reporting of data offer accountability today? appeared first on ERP Software Blog.

Related Posts

1. How Does Automation with Dynamics GP Save You Money?
2. How Can Microsoft Dynamics GP Enable Better Data Protection?
3. How Can Microsoft Dynamics GP Enable Better Business Functionality?



]]> https://www.erpsoftwareblog.com/2019/03/microsoft-dynamics-gp-reporting-data-offer-accountability-today/feed/ 0 https://www.erpsoftwareblog.com/2019/03/microsoft-azure-and-aka-help-commit-partnership-improve-dallas-schools/ https://www.erpsoftwareblog.com/2019/03/microsoft-azure-and-aka-help-commit-partnership-improve-dallas-schools/#respond Sat, 02 Mar 2019 00:54:20 +0000 http://www.erpsoftwareblog.com/?p=67102 AKA Enterprises and Microsoft Azure: Helping The Commit Partnership to Build Better Schools   As a coalition of more than 200 partners, The Commit Partnership works with local schools in the Dallas community. Its aim is to improve early childhood education, increase post-secondary student success, and ensure that educators receive the best training available. Further, […]

The post Microsoft Azure and AKA Help Commit Partnership Improve Dallas Schools appeared first on ERP Software Blog.

Related Posts

1. Modifying WennSoft Service Management’s GL Posting Process
2. The World of Microsoft Dynamics GP Payroll, W-2s and 1099s
3. Simplifying Your Year End Closing Procedures
]]> AKA Enterprises and Microsoft Azure: Helping The Commit Partnership to Build Better Schools

 

As a coalition of more than 200 partners, The Commit Partnership works with local schools in the Dallas community. Its aim is to improve early childhood education, increase post-secondary student success, and ensure that educators receive the best training available. Further, the organization works to help local schools retain educators as part of the local school system.

 

The Commit Partnership has collected more than 20 terabytes of data since its inception, making it a highly data-driven organization. However, the organization recently recognized that it wasn’t fully harnessing this information. In particular, The Commit Partnership needed to improve its data analytics so as to better tackle tasks such as:

 

• Management of resources and funding
• Statistical reporting
• Providing consulting services to schools in the Dallas area
• Strategy and decision making

 

AKA Enterprise Solutions took on the task of helping The Commit Partnership reach its goals. By partnering with Microsoft and DataKind, AKA developed a multifaceted strategy custom tailored to the needs of The Commit Partnership. This included both migrating the organization’s SQL to an Azure installation on-premises, as well as replacing their existing SQL server with a SQL data warehouse. Additionally, AKA’s solution utilizes Azure Machine Learning and SQL Analysis Services to ensure that The Commit Partnership can take full advantage of the wealth of data available.

 

As a result of this comprehensive approach, The Commit Partnership is now able to run highly relevant models against its data sets. The solution provided by AKA includes both machine learning and predictive analytics. In combination, these features enable The Commit Partnership to make the best possible strategic decisions on a day-to-day basis. From the initial proposal to final implementation, the entire process took less than two weeks.

 

With the help of AKA, Microsoft, and DataKind, The Commit Partnership now has full command of their valuable data. The organization is now capable of extracting highly relevant information from its data set: for example, it recently found a 70% correlation between third-grade reading and student success in the future. Without the solution provided by AKA, The Commit Partnership couldn’t make these sorts of useful determinations.

 

To learn more about the solution that AKA, Microsoft, and DataKind provided to The Commit Partnership -- as well as the impact that this solution is having on the Dallas community -- watch the video below.

---

ABOUT AKA ENTERPRISE SOLUTIONS
AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900!

The post Microsoft Azure and AKA Help Commit Partnership Improve Dallas Schools appeared first on ERP Software Blog.

Related Posts

1. Modifying WennSoft Service Management’s GL Posting Process
2. The World of Microsoft Dynamics GP Payroll, W-2s and 1099s
3. Simplifying Your Year End Closing Procedures



]]> https://www.erpsoftwareblog.com/2019/03/microsoft-azure-and-aka-help-commit-partnership-improve-dallas-schools/feed/ 0 https://www.erpsoftwareblog.com/2019/03/supply-chain-management-in-microsoft-dynamics-365-business-central/ https://www.erpsoftwareblog.com/2019/03/supply-chain-management-in-microsoft-dynamics-365-business-central/#comments Fri, 01 Mar 2019 20:25:18 +0000 http://www.erpsoftwareblog.com/?p=67082 Whether you are shipping, receiving or need to manage existing inventory, you need an intuitive set of tools to maximize efficiency and productivity.  Business Central is designed with supply chain efficiency and management in mind and can help you solve some of the most common issues and frustrations our clients experience. An overview of how […]

The post Supply Chain Management in Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog.

Related Posts

1. Is Infrastructure Consolidation Right for You?
2. Dynamics GP – Make to Order vs. Engineer to Order
3. How On-premise Oregon and Washington Dynamics GP Clients Have Moved to the Cloud
]]> Whether you are shipping, receiving or need to manage existing inventory, you need an intuitive set of tools to maximize efficiency and productivity.  Business Central is designed with supply chain efficiency and management in mind and can help you solve some of the most common issues and frustrations our clients experience. An overview of how Dynamics 365 Business Central streamlines and simplifies your supply chain management tasks is detailed below; for more detail, get in touch with our team for a more comprehensive walk through.

Streamline and Simplify Order Fulfillment with Business Central

Simply log in to Business Central on a mobile device; you’ll be able to check and manage inventory right from your phone or tablet. Once you’ve accessed your dashboard, you’ll have a variety of roles and actions to choose from – without worrying about logging back in, taking time tracking down details, or switching pages.

Once you’re logged into the main dashboard, you’ll be able to see a variety of items that are awaiting to be accomplished and those that are not yet in the queue but heading your way.  The ability to tell at a glance the amount of inventory you’ll need and even the amount of time you’ll need to dedicate to the task allows you to approach fulfillment strategically and efficiently. Intuitive and easy to understand color coding highlights those items that need the most attention and those that are on time, delayed or require additional information. You can also set priorities for both your team and yourself based on internal KPI or criteria at this time.

Shipping Orders

Whether you determine priority on your own or use the built-in recommendations, you can begin completion and shipping. Select an order to begin; the system will generate a list of items that are needed for the customer. You’ll have the details needed to complete the order, along with customer history, applicable notes and even any contact or special details you need to know about the buyer’s preferences and needs.

Each item in the order is clearly displayed, along with the number of units you have for fulfillment. You’ll be able to tell at a glance if items are available, or if they need to be purchased from a vendor or another third party. This is also the perfect place to get more details about each separate item and discover any item-specific notes on color, size or style that were not already included, via a built-in inventory card. This card has pictures for easy reference, a full description and details about the item; use these details to successfully and efficiently accomplish the order.

Planning Ahead

Business Central allows you to plan ahead and reorder inventory items as soon as you sell them, allowing for fewer delays and fewer unhappy buyers. This prevents the lengthy delays that could occur with selling an item that is low in stock or that you might be out of.

A requisition worksheet is an exclusive Business Central tool that dramatically increases efficiency; just type in the items you are looking for and you’ll gain access to all worksheets, reports and journals related to tat item. This is also the place to generate purchase orders based on sales and recent trends; follow the prompts to generate purchase orders for what you need and move on to the next fulfillment task.

Receiving

Once your items arrive, Business Central makes it easy to input your new inventory into the system, so you have an accurate count of the items you have. You can generate a warehouse receipt and have the items placed in the proper location for easy fulfillment later. This is also the place to pay your vendor invoices in a timely manner. Following this system of fulfill, reorder, and receive ensures you always have enough inventory on hand and that you can locate these items promptly.

Microsoft Dynamics 365 Business Central can be used to replace legacy systems that are simply not effective enough, to improve worker productivity and most importantly, to ensure customers receive orders that are accurate and that arrive when they are supposed to. Learn more about this dynamic suite of tools designed for supply chain management.

 

The post Supply Chain Management in Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog.

Related Posts

1. Is Infrastructure Consolidation Right for You?
2. Dynamics GP – Make to Order vs. Engineer to Order
3. How On-premise Oregon and Washington Dynamics GP Clients Have Moved to the Cloud



]]> https://www.erpsoftwareblog.com/2019/03/supply-chain-management-in-microsoft-dynamics-365-business-central/feed/ 1 https://www.erpsoftwareblog.com/2019/02/4-things-to-love-about-process-automation/ https://www.erpsoftwareblog.com/2019/02/4-things-to-love-about-process-automation/#respond Fri, 01 Mar 2019 02:16:01 +0000 http://www.erpsoftwareblog.com/?p=67072 You probably make a distinct effort to show appreciation for your employees and the incredible work that they do. Without them, your business wouldn't be able to offer its goods and services and stay up-and-running. And, while we appreciate employees, we also encourage you to take some time to appreciate all of the greatness that […]

The post 4 Things to Love About Process Automation appeared first on ERP Software Blog.

Related Posts

1. Can’t Touch This: MetaViewer debuts Touchless Invoice Processing
2. A Robotic Future: RPA Trend Predictions
3. The Cloud Procurement Software Business Case for Your CFO
]]> You probably make a distinct effort to show appreciation for your employees and the incredible work that they do. Without them, your business wouldn't be able to offer its goods and services and stay up-and-running. And, while we appreciate employees, we also encourage you to take some time to appreciate all of the greatness that your robotic process automation (RPA) solution brings to your company.

You don’t need to give your RPA solution an Employee of the Month plaque, but we want to take this opportunity to talk about the things we LOVE about process automation. If your RPA solution has become such a solid part of your  organization’s processes that you forgot it exists, it’s doing exactly what it’s supposed to be doing – making your procedures streamlined and freeing up staff’s time to work on more pertinent projects. It's like having a silent, extremely efficient, always-on employee.

So, in case you’ve been forgetting about your RPA solution lately, here are 5 things to love about process automation:

1. It reduces staffing costs. By increasing efficiency and allowing employees to give up their tedious, manual tasks for more important projects, your RPA solution is saving you money! You no longer need a full team or a group of temps for manual data entry, and you don’t need to literally pay the price for lost documents that employees are spending minutes, hours and days searching for. Your RPA solution is the only one that needs to handle repetitive tasks, freeing up your staff to work on more important tasks that add value to your organization and lead to growth and increased revenue.
2. It lessens the chance of human error. Your team is awesome, but because your team is composed of humans they are prone to errors every now and then. When your processes are automated, you’re in control of creating the workflow and rules that your RPA solution will follow and, unlike humans, it doesn’t deviate from that workflow, eliminating information processing errors.
3. Two words: Artificial intelligence. According to Gartner and CIO.com, by 2020 “automation and artificial intelligence will reduce employee requirements in business shared-service centers by 65 percent… By that time, 40 percent of large enterprises will have adopted an RPA software tool, up from less than 10 percent today.” Artificial intelligence is very trendy, and it's going to continue to grow in popularity due to its ability to streamline operations. Plus, it's really cool. Intelligent automation is your key to the start of a digital transformation within your enterprise. RPA doesn't require a complete system overhaul, but serves as a jumping-off point for further digitization and automation in the future, which may include full-blown artificial intelligence.
4. It makes organizations more competitive and adds value. When processes are automated, it makes you more efficient, more accurate and more competitive. Your customer service team no longer has to search through folders, which means no more leaving inquiring customers waiting on the other line. You can bring products and services to market faster than your competitors, all while increasing cash flow and reducing costs. All that will put you ahead of the competition! It also allows your team to focus on value-added projects instead of manual data entry, adding value to your organization, leading to future growth.

We hope this provides you with a little reminder of why your RPA solution is so vital to your organization. What benefits have you experienced from automation?

The post 4 Things to Love About Process Automation appeared first on ERP Software Blog.

Related Posts

1. Can’t Touch This: MetaViewer debuts Touchless Invoice Processing
2. A Robotic Future: RPA Trend Predictions
3. The Cloud Procurement Software Business Case for Your CFO



]]> https://www.erpsoftwareblog.com/2019/02/4-things-to-love-about-process-automation/feed/ 0 https://www.erpsoftwareblog.com/2019/02/why-student-loan-relief-is-a-hot-benefit-and-why-you-should-offer-it-too/ https://www.erpsoftwareblog.com/2019/02/why-student-loan-relief-is-a-hot-benefit-and-why-you-should-offer-it-too/#respond Thu, 28 Feb 2019 21:52:52 +0000 http://www.erpsoftwareblog.com/?p=67073 Paid vacation time, 401k plans, and other traditional benefits are great – but student loan repayment benefits are becoming the hot, new benefits trend. As you’ll see in our infographic, 5 Shocking Facts About Employee Financial Stress and How It Is Impacting Your Business, 37% of Millennial employees have student loan debt, and that percentage […]

The post Why Student Loan Relief is a Hot Benefit, and Why You Should Offer It Too appeared first on ERP Software Blog.

Related Posts

1. GotZoom: How to Help Employees Reduce Student Loan Debt and Focus on Work
2. How to Effectively Promote Financial Wellness at Work
3. Employee Financial Wellness for Millennials: 5 Data-Tested Tactics
]]> Paid vacation time, 401k plans, and other traditional benefits are great – but student loan repayment benefits are becoming the hot, new benefits trend. As you’ll see in our infographic, 5 Shocking Facts About Employee Financial Stress and How It Is Impacting Your Business, 37% of Millennial employees have student loan debt, and that percentage (and the price tag of their debt) is growing quickly each year.

According to Forbes, student loans are now the second largest consumer debt category, just after mortgages. Class of 2016 graduates owe $37,000 in student loans on average, 2017 graduates owe almost $40,000, and student loan debt contributes greatly to employee financial stress.

Turnover and retention are a frequent sore spot for employers with their younger employees, and many trailblazing companies are starting to attract – and retain – new workforce entrants with a student loan repayment benefit. There are two main examples of how a repayment benefit can be executed, as described by the Consumer Financial Protection Bureau’s 2017 report on student loan repayment assistance programs.

Supplement Regular Monthly Payments

• The employee continues to make their regular monthly payments, and the employer provides additional payments on top of the employee’s monthly payments. The employer can contribute monthly, quarterly, annually, etc.
• Making additional payments for the employee will help them pay off their loan faster, since they are also contributing to the sum, and will decrease the amount of interested accumulated.

Replace All or Part of Monthly Payments

• The employer replaces payments on behalf of the employee – either partial or full coverage of the monthly amount due. The employer can either pay the loan company directly, or reimburse the employee/provide a stipend.
• This method allows greater financial flexibility for the employee, especially while early on in their career.

Offer a Student Loan Assistance Program

• The employer offers a student loan solution like GotZoom as part of the employee benefits program.
• The employee gains a dedicated resource to help research ways to reduce debt and monthly payments.
• This is a minimal cost to the employer and is more private and portable solution for the employee.

What Student Loan Solutions Are Available?

With nearly 70 federal student loan repayment and forgiveness programs, the options to reduce debt are exceptional. If you want to look into an affordable way to help employees with student loan debt, GotZoom is a great place to start, as shown by these real-world results.

Employer Benefits

• Retention: equates to a 5%-20% raise
• Recruitment: 83% of millennials seek a student loan benefit
• Value: 3-year ROI 140%

Employee Benefits

• Average student debt reduction of 65% (2017)
• Upfront visibility of savings

Differentiate Your Company with Student Loan Repayment Benefits

Student loan repayment could be what sets your company apart for jobseekers, and could greatly help with current employee retention, employee outlook and happiness, and employee productivity while at work.

Integrity Data specializes in customized plans and advice for employee financial wellness. We will help analyze your company and consult your organization with the best solutions on starting your new benefit plan to stay ahead of the trend. Contact us today to get started!

The post Why Student Loan Relief is a Hot Benefit, and Why You Should Offer It Too appeared first on ERP Software Blog.

Related Posts

1. GotZoom: How to Help Employees Reduce Student Loan Debt and Focus on Work
2. How to Effectively Promote Financial Wellness at Work
3. Employee Financial Wellness for Millennials: 5 Data-Tested Tactics



]]> https://www.erpsoftwareblog.com/2019/02/why-student-loan-relief-is-a-hot-benefit-and-why-you-should-offer-it-too/feed/ 0 https://www.erpsoftwareblog.com/2019/02/capturing-shop-floor-data-with-business-central/ https://www.erpsoftwareblog.com/2019/02/capturing-shop-floor-data-with-business-central/#respond Thu, 28 Feb 2019 21:50:59 +0000 http://www.erpsoftwareblog.com/?p=66921 For manufacturers who want to get away from paper-based time cards and leverage their investment in Dynamics 365 Business Central, Insight Works' Shop Floor Insight may be the answer. Shop Floor Insight is a comprehensive solution for barcoded time capture, time and attendance, and employee time management. The add-on for Dynamics 365 Business Central utilizes barcoded […]

The post Capturing Shop Floor Data with Business Central appeared first on ERP Software Blog.

Related Posts

1. Barcoded Time Capture for Manufacturers
2. Warehouse Insight Now Available for Dynamics 365 Business Central
3. Build Your Own WMS Apps for Microsoft Dynamics
]]> For manufacturers who want to get away from paper-based time cards and leverage their investment in Dynamics 365 Business Central, Insight Works' Shop Floor Insight may be the answer. Shop Floor Insight is a comprehensive solution for barcoded time capture, time and attendance, and employee time management. The add-on for Dynamics 365 Business Central utilizes barcoded production orders to simplify data capture on the shop floor and reduce the errors associated with manual time entry.

 

For additional information check out some additional videos:

• Graphical dispatch list and production scheduler
• Working with barcoded production orders
• Capture Rework Time

Learn more about Shop Floor Insight at http://www.ShopFloorforDynamics.com/.

The post Capturing Shop Floor Data with Business Central appeared first on ERP Software Blog.

Related Posts

1. Barcoded Time Capture for Manufacturers
2. Warehouse Insight Now Available for Dynamics 365 Business Central
3. Build Your Own WMS Apps for Microsoft Dynamics



]]> https://www.erpsoftwareblog.com/2019/02/capturing-shop-floor-data-with-business-central/feed/ 0 https://www.erpsoftwareblog.com/2019/02/microsoft-dynamics-gp-and-power-bi-an-introduction/ https://www.erpsoftwareblog.com/2019/02/microsoft-dynamics-gp-and-power-bi-an-introduction/#comments Wed, 27 Feb 2019 21:55:16 +0000 http://www.erpsoftwareblog.com/?p=67069 If you’re not familiar with it, Power BI is a powerful data analytics tool that helps you turn raw data into insights you can see. You can use it to drill deep into your data to find new information and connections. Or, to create a dashboard that brings all the metrics most important to you […]

The post Microsoft Dynamics GP and Power BI: An Introduction appeared first on ERP Software Blog.

Related Posts

1. My Three, No My FOUR, Favorite New Features in Management Reporter 2012
2. Before Outsourcing Payroll, Take a Look at Microsoft Dynamics GP’s Payroll Module
3. Why Dynamics GP 2015 is Your Best Choice for Business Intelligence
]]> If you’re not familiar with it, Power BI is a powerful data analytics tool that helps you turn raw data into insights you can see. You can use it to drill deep into your data to find new information and connections. Or, to create a dashboard that brings all the metrics most important to you to the forefront. The choice is yours. Even if your data lives in many places, Power BI can help you bring it all together.
 

Learn more about Power BI and what it can do in this quick 90 second video

 


Now you have a better understanding of what Power BI is and how you can use it, you’re probably excited to see what nuggets of knowledge you will unearth in your Dynamics GP data. It’s true Microsoft Dynamics GP and Power BI are powerful tools separately, but when you bring them together, you begin to see your business data in a whole new light.

 

Dynamics GP Content Pack for Power BI

One of the easiest ways to get started is by using the Power BI content pack for Dynamics GP 2018. With this content pack, you’ll get instant access to a variety of professionally designed reports. That way, you can focus on digging into the data and looking for insights, rather than on designing the report itself. A few of the reports included in the Dynamics GP content for Power BI are:

• Sales
• Inventory
• Purchasing
• Financials

Choose a report that is most relevant to your role for instant insight. To give you accurate, useful information, each report in the content pack is built on the relationships that already exist between the relevant tables in your Dynamics GP database.

The reports also go far beyond raw data and include several filters and calculated columns to help give your analysis a jumpstart. These include:

• Net debit/credit
• Sales figures calculated by item
• Profit

And more.

Want to try it out? Here are some instructions on how to get started.

While this content pack is a great starting point for Power BI beginners, it’s important to note, it is currently only supported in Dynamics GP 2018 or later, and it only scratches the surface of what these two programs can do together. If you want to learn more about how you can use Dynamics GP and Power BI to take your data analysis to the next level, here are some more helpful tutorials.

 

• Getting started with Dynamics GP and Power BI
• How to set up OData feeds from Dynamics GP to pull data into Power BI
• Power BI guided learning
• Creating a sales report in Power BI using Dynamics GP data.

 

We hope you find these links helpful and enjoy digging deeper into your data with Power BI. As they say, knowledge is power. You never know, the next insight you dig up might just revolutionize your business.

Should you find yourself in need of custom Dynamics GP reporting, contact us. Our experts have over 25 years’ experience with Dynamics GP and its many other reporting tools, including SSRS and SmartList. Let us help you find the insights you’ve been looking for.

The post Microsoft Dynamics GP and Power BI: An Introduction appeared first on ERP Software Blog.

Related Posts

1. My Three, No My FOUR, Favorite New Features in Management Reporter 2012
2. Before Outsourcing Payroll, Take a Look at Microsoft Dynamics GP’s Payroll Module
3. Why Dynamics GP 2015 is Your Best Choice for Business Intelligence



]]> https://www.erpsoftwareblog.com/2019/02/microsoft-dynamics-gp-and-power-bi-an-introduction/feed/ 1 https://www.erpsoftwareblog.com/2019/02/microsoft-dynamics-deliver-2019-organization-members/ https://www.erpsoftwareblog.com/2019/02/microsoft-dynamics-deliver-2019-organization-members/#respond Wed, 27 Feb 2019 19:13:40 +0000 http://www.erpsoftwareblog.com/?p=67056 Dynamics GP is a complete solution for businesses of today. Dynamics GP helps you gain control over your primary business drivers. From financials to reporting and E-Banking, Dynamics brings people and systems together to support your business ambitions. By bringing together business applications and familiar productivity tools, Microsoft Dynamics in the cloud can now offer […]

The post How can Microsoft Dynamics deliver more in 2019 to your organization members? appeared first on ERP Software Blog.

Related Posts

1. How can Microsoft Dynamics GP 2016 add value?
2. How Can Microsoft Dynamics GP Allow You to Move Forward from QuickBooks?
3. How Can Workflow Enable Success in Microsoft Dynamics GP?
]]> Dynamics GP is a complete solution for businesses of today. Dynamics GP helps you gain control over your primary business drivers. From financials to reporting and E-Banking, Dynamics brings people and systems together to support your business ambitions.

By bringing together business applications and familiar productivity tools, Microsoft Dynamics in the cloud can now offer the insights you need to better understand your customers and drive your success.

Intelligence as an advantage. Everything around us is measured, effectively making every business now a data-driven one. How can that be used to your advantage? Intelligent business solutions combine people, data, systems, and processes for a real-time view of what’s going on. Watching these data shifts can lead to more successful decision making, such as in which areas of your business you should invest in technology. This can be achieved with business analytics, like Power BI and Management Reporter.

Clear view of business performance. Implemented by Accountnet to meet your needs, Microsoft Dynamics GP brings together feature rich accounting power and insights to give you a holistic view of the data that makes up your business decisions. With this Special Financial Reporting, you can take that 360-degree view and identify time and cost savings, areas for performance boosts, and manual processes that can be automated for efficiency.

Transforming your business with data. Many businesses are already seeing marked improvements in financial management and tangible time savings by automating manual reporting processes. Examples include reducing month-end closing time and recovering hundreds of hours a year in time spent processing transactions. And by capturing operational data in real time, many organizations are now able to grow their business at a rate that sets them apart from competitors.

The pace of business is faster than ever, and finance leaders understand the importance of agility when responding to a changing business landscape. More and more IT departments are benefiting from Office 365 and the Microsoft Cloud. Microsoft Dynamics GP in the cloud manages complexity and drives business agility by connecting people, financial reporting and integrations with other systems. The benefits of SQL, Smartlists and security can add value to your Accounting and Purchasing departments, also help enable management making better decisions.

Are you ready to use data to transform your business? Work with Accountnet to explore how Microsoft solutions for small and midsize businesses can help you get more out of the data you already have and put it to work for you. As a Microsoft Gold Certified Partner, Accountnet helps companies get up and running with Microsoft Dynamics. Our solutions enable better workflow and provide all accounting users the information they must have to do their jobs well — wherever they are, in whatever application they choose to use. Take the next step toward growth with Microsoft Dynamics. Contact us at Accountnet to learn more. Call 212-Dynamics today.

 

Written by Accountnet, Inc.

Twitter: DynamicsNewYork

The post How can Microsoft Dynamics deliver more in 2019 to your organization members? appeared first on ERP Software Blog.

Related Posts

1. How can Microsoft Dynamics GP 2016 add value?
2. How Can Microsoft Dynamics GP Allow You to Move Forward from QuickBooks?
3. How Can Workflow Enable Success in Microsoft Dynamics GP?



]]> https://www.erpsoftwareblog.com/2019/02/microsoft-dynamics-deliver-2019-organization-members/feed/ 0 https://www.erpsoftwareblog.com/2019/02/purchase-order/ https://www.erpsoftwareblog.com/2019/02/purchase-order/#respond Wed, 27 Feb 2019 18:40:05 +0000 http://www.erpsoftwareblog.com/?p=67051 As many of you are aware, Tensoft has launched a new series of training videos covering the basic functionalities in Microsoft Dynamics 365 Business Central. We have covered the following features: how dimensions can help streamline chart of accounts, it’s integration to Microsoft Power BI, how to use GL categories for financial reporting and how […]

The post An Overview of Purchase Order in Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog.

Related Posts

1. What’s New in Microsoft Dynamics 365 Business Central
2. Microsoft Dynamics 365 Business Central is now available! Business without silos, actionable insights, built to evolve
3. eBook: Reinvent Business Productivity with Microsoft Dynamics 365 Business Central & Office 365
]]> As many of you are aware, Tensoft has launched a new series of training videos covering the basic functionalities in Microsoft Dynamics 365 Business Central. We have covered the following features: how dimensions can help streamline chart of accounts, it’s integration to Microsoft Power BI, how to use GL categories for financial reporting and how to create a Journal Entry in Microsoft Dynamics 365 Business Central.
 
In this blog post, we’ll cover the purchase order functionality in Microsoft Dynamics 365 Business Central. In the video below, Tensoft COO Dan Berube demonstrates how to create a purchase order, how can a team member approve purchase order and how to submit a new purchase order to vendor right from the outlook.
 


 

To keep yourself updated with the latest training videos, subscribe to our YouTube channel here. Contact us for more information on Microsoft Dynamics 365 Business Central.

 
- By Caprice Murray, Tensoft, a Microsoft Dynamics 365 Business Central Partner

The post An Overview of Purchase Order in Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog.

Related Posts

1. What’s New in Microsoft Dynamics 365 Business Central
2. Microsoft Dynamics 365 Business Central is now available! Business without silos, actionable insights, built to evolve
3. eBook: Reinvent Business Productivity with Microsoft Dynamics 365 Business Central & Office 365



]]> https://www.erpsoftwareblog.com/2019/02/purchase-order/feed/ 0