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Samantha DeLaire

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Microsoft Dynamics GP 2018 R2 Tips!

Posted by Samantha DeLaire

Nov 7, 2018

In the newly released version of GP 2018 R2, there are new features available to help you save time and your sanity!

 

Post Through – Transaction Level Posting

  • Super helpful for SOP transactions
  • You can select to allow for transaction level posting and post through General Ledger files

 

No More Hanging Batches

 

Default AP Checkbook on Payments!

  • Setting default checkbook
  • Purchasing -> Setup -> Payables

 

It Defaults on AP Batches!

 

Default Recurring Batches – Last Day

  • Monthly/ Bi-Monthly

 

Allow Partial Purchase in the PO that was initially made from a Purchase Requisition

 

Print and Email SOP document at the same time

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Topics: tips and tricks, Microsoft Dynamics GP, Dynamics GP, GP 2018 R2

WMS for Distribution and Field Service

Posted by Samantha DeLaire

Oct 9, 2018

Please join us tomorrow for a distribution webinar series focused on solutions that help automate your company’s quote to cash processes. 

Integrated with your ERP & CRM, the enhancement solutions presented will cover CPQ (configure, price quote), warehouse management and EDI as it relates to streamlining your business processes.

We are inviting you to join our 2nd live webinar on Wednesday, October 10th for WithoutWire Inventory Sciences (WMS) for Distribution and Field Service.

Orange logo WOW.png

WithoutWire Inventory Sciences offers an industry leading warehouse management system for:

    • Food and Beverage
    • Bio Pharma and Medical
    • CPG and Omni Channel
    • Field Services
    • Discrete and Process Manufacturing

Barcoded Mobility in Receiving, Put-Away, Replenishment, Min/Max settings, Kitting, Manufacturing, Pick/Pack/Ship, ABC Cycle Count and Real-time Reporting in our Cloud hosted environment.

If you want an easy to use barcode scanning system with advanced mobility in the cloud – this is for you!

Register below to learn more about our integrated warehouse management and distribution in Microsoft Dynamics GP in the cloud.

Wednesday, October 10th @ 1:00pm CST:

Register Here

Want to try before you buy?

Go ahead, Use it for Free

 1st Webinar:

CPQ by Vendavo

CPQ Webinar Recording

 2nd Webinar:

Warehouse Management by WithoutWire Inventory Sciences

Wednesday, October 10th @ 1pm CST

Register Here

3rd Webinar:

EDI by SPS Commerce

Save the Date – Thursday, November 8th @ 1pm CST

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What's all the hype about CPQ? Distribution Webinar Series

Posted by Samantha DeLaire

Sep 7, 2018

Please join us for a distribution webinar series focused on solutions that help automate your company’s quote to cash processes. 

Integrated with your ERP & CRM, the enhancement solutions presented will cover CPQ (configure, price quote), warehouse management and EDI as it relates to streamlining your business processes.

Quote to Cash for Dynamics (Sales/ NAV / Business Central / GP)

  • Configure / Price / Quote (Dynamics & Vendavo)
  • Sales Order (Dynamics)
  • Release Sales order to Warehouse (Dynamics & WithoutWire)
  • Inventory Availability / Pick / Pack / Ship (Dynamics & Without Wire)
  • Automatic Shipment Notification / Invoicing (Dynamics &SPS Commerce)
  • Cash Receipt (Dynamics)

 

1st Webinar:

CPQ by Vendavo

Thursday, September 20th @ 1pm CST

Register Here

If you’ve been on any industry websites or flipped through a business magazine this year you’ve likely seen headlines trumpeting the value of CPQ.

But what’s all the hype about and why now? Join Vendavo CPQ Senior VP Sean Myers and SMB Suite to find out: 

  • What *is* CPQ?
  • What are the economic drivers behind CPQ’s popularity?
  • How are best-in-class businesses seeing 10% revenue growth after implementing CPQ?
  • How can CPQ close the gaps in your sales process?
  • How does Vendavo CPQ integrate with MS Dynamics?
  • How does Vendavo CPQ enhance other SMB Suite services like ERP (Business Central, NAV & GP) and CRM (Dynamics 365 for Sales & other CRM systems)?

 

2nd Webinar:

Warehouse Management by WithoutWire Inventory Sciences

Save the Date – Wednesday, October 10th @ 1pm CST

 

3rd Webinar:

EDI by SPS Commerce

Save the Date – Thursday, October 25th @ 1pm CST

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Topics: CPQ, quote to cash, webinar

SMB Suite’s Dynamics GP in the Cloud, Embrace Your Opportunity!

Posted by Samantha DeLaire

Aug 8, 2018

Brief history: ERP in the cloud has been referred to by many names, including application service provider (ASP) accounting solution, accounting software on demand, software-as-a-service accounting (SaaS Accounting), and recently from Microsoft Dynamics GP, hosted accounting. Although there may be some minor variations among these terms, the underlying principle is largely the same: under a cloud ERP delivery model, applications are housed in a remote location and delivered directly to end users as a service via the Internet. 

Is this a good fit for my business?  A small or medium business: A company that needs flexibility, low costs and better ways to analyze and deploy information through IT resources so they can stay competitive. That’s what it’s all about right—less capital, more gain.

How did SMB Suite address this issue? By launching Dynamics GP in the cloud! In fact, there’s nothing better than the robust environment of an ERP system developed for the Small to Medium Business Market to embrace opportunities that today’s business environment brings. Dynamics GP in the cloud shifts much of the burden of onsite systems into a solution that provides benefits.

Here are some fun facts as to why shifting from internal staff management to the cloud is a game changer:

  • NO up-front Capital investment. True, Monthly Subscription OPEX and lower total cost of ownership (TCO) for you, the customer.
  • Rapid deployment of the application. We are talking about shaving months off of on-premise implementation. Yeah, you read it right, months.
  • Software upgrades, maintenance, and innovations? As the provider of the Dynamics GP Cloud, it’s already included in the subscription price so you’ll get them without the hassle and additional cost seen from traditional providers.
  • Re-purposed budgets—you won’t be spending all your capital upfront on your ERP solution so you can re-purpose that investment into revenue generating assets. The ability to redeploy IT support tasks to more value-creating business initiatives. 
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Topics: Microsoft Dynamics GP, cloud ERP

7 Reasons to Attend Microsoft's Dynamics User Group Summit

Posted by Samantha DeLaire

Jul 30, 2018

Microsoft Dynamics is having a user group summit in Phoenix, Arizona this October 15th through the 18th.

Users of Dynamics GP, NAV & Business Central have the opportunity to meet with peers, Dynamics specialists and third-party solution providers.

The User Group Summit is the largest and most comprehensive event for Microsoft Dynamics and other technology professionals.  The event tackles what is going on in the industry and follows the trends in the Microsoft ecosystem. Not only is this a great opportunity for professional development, but for the bottom line of an organization.  Connecting with and learning from other Dynamics and technology professionals from across the globe generates new ideas to bring back to your team.

This is an ideal venue for finding partners who are perfect fits for your specific needs. The Expo Hall is filled with third-party solution providers, implementation consultants, and training partners who not only specialize in Microsoft Dynamics and other technologies but who truly understand the challenges unique to your industry.

Top Reasons for Attending:

  1. Summit Phoenix’s dedication to bringing users to the forefront of technology problem-solving and product development will help your team gain a stronger sense of what’s available and how you can put these tools and techniques into practice.
  2. Summit Phoenix is created by users, for users; for every job role. The Programming Committee members who determine the content come from fields like administration, development, finance, and IT. They pride themselves on staying current with what matters most and understanding user needs for a variety of product versions.
  3. Experts, MVPs, and Microsoft team members will discuss industry trends, product roadmaps, and learning strategies impacting your organization.
  4. The practical, hands-on Conference Academy workshops will show us how to solve your team’s challenges and use your products in better, more efficient ways.
  5. It’s a networking opportunity that can’t be compared. Summit Phoenix creates the space for easy knowledge sharing so you will learn from peer experiences that only come from unscripted conversations.
  6. The user group community is year-round so the networking won’t stop on-site. This vibrant and virtual network will help you continue to make the most of our software year-round.
  7. The expo is filled with more than 380 leading industry suppliers and the latest and greatest tools and technologies, all ready to help you solve our organization’s biggest challenges.

 

For more information about Summit Phoenix, please visit: www.dynamiccommunities.com/conferences.

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Topics: Microsoft Dynamics NAV, Microsoft Dynamics GP, microsoft dynamics 365, Microsoft Summit 2018

Dynamics GP and NAV in the Cloud

Posted by Samantha DeLaire

Jul 17, 2018

Join us for a Q&A session led by Steve Anderson to see what GP and NAV look like in SMB Suite’s Cloud.

What integration is available with other Microsoft products?

  • Office 365
  • Dynamics 365 for Sales
  • Power BI
  • Add-on Enhancements

How are customizations handled?

Upgrades?

Ongoing support help?

Training?

User administration?

System monitoring?

Threat protection?

Backups?

Security?

 

Register for the webinar today!

Thursday, July 19th @ 1:00pm CST:

Register Here

 

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Topics: webinar, Microsoft Dynamics GP, Microsoft Dynamics NAV, cloud solution

MDA Summer Camp

Posted by Samantha DeLaire

Jul 10, 2018

What a tremendous opportunity for SMB Suite to join Womack Machine Supply to participate in their annual trip to Camp John Marc!  Serving dinner to hundreds of campers and counselors who were attending MDA camp for the week was a very special event, indeed.

It was an honor to witness all the smiles and memories that MDA donations create.  Spending an evening with the kiddos changes your outlook on life.  If they can smile and laugh, with all they have to face, then we sure can!

We can’t thank team Womack enough for everything they do to create such a special event year after year.  Many happy hearted campers, counselors and helper bees! 

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Part Three: Love Great Plains But Want to Move to the Cloud? Look to SMB Suite.

Posted by Samantha DeLaire

Jul 9, 2018

This is part three of a three part series where we consider the perspective of an existing customer on traditional Great Plains, and the benefits of using Great Plains with SMB Suite as an alternative to having to learn another cloud ERP system.

The challenge every business faces today is finding a user friendly way of getting a clearer picture of what’s happening in their business. Many businesses rely on Excel for analysis, but it’s hard to get valuable business intelligence because Excel is not designed to do this by itself. The ideal solution would be an easy-to-use solution like Excel that makes it easy to access the right data.

SMB Suite makes achieving this goal much easier because the business intelligence function is built in. The reporting and planning tool is based on Excel with seamless integration into Microsoft Dynamics. The drag and drop reporting design makes it easy to find the data needed with full visibility of the Dynamics data tables built in. The analytics tools help to better understand the financial data by transforming it into easy-to-understand graphs and charts. The results? Employees are more productive, less reliant on IT, and they’re able to build customized reports of the data needed, thus empowering them to make better decisions.

Today employees are connected to the office by mobile devices. However, if the answers they are looking for can only be accessed from the office, it causes the “when I get back to the office I’ll get you that” syndrome.  This can put your business at a competitive disadvantage and at best reduces productivity for everyone. Running Microsoft Dynamics in the cloud helps to solve this problem because information access is no longer confirmed within the walls of the business. The cloud makes it possible for employees to securely access company information using a web browser from anywhere. Of course, just like the on-premise version of Microsoft Dynamics GP, users can only access the data they have permission to see.  The cloud also eliminates the fear of data falling into the wrong hands, because the data is not stored on their device. Moving to the cloud makes the system more accessible, helping to improve customer service and employee productivity. 

As discussed earlier, moving Great Plains to the cloud with SMB Suite also has the added benefit of automatically upgrading your business to the latest version of Dynamics GP. Running on the latest version of the software gives you access to the latest features and capabilities, plus it eliminates the need for application of security service packs and patches.

Compared to traditional on-premise applications, cloud application are easier to upgrade. Unfortunately, many cloud providers can make upgrades problematic. This is because many providers force a mass upgrade on a rigid schedule, which may not be ideal for everyone. For example, your business could be forced to upgrade during the busiest time of the year.

SMB Suite upgrades are less disruptive to business. New version upgrades are scheduled by working closely with the customer to determine the best time for the upgrade. In addition, SMB Suite provides the upgrade in a new instance with a backup copy of the company’s data. Customers can then test drive the new environment before going live. This allows for any customizations to be tested and gives extra time to learn new features. Once the tests are complete and the customer has signed off, everything is moved to new environment. Businesses are much happier with this design because they are able to control the upgrade schedule themselves.

The final benefit of moving Great Plains to the SMB Suite cloud is perhaps the most overlooked: support. Many cloud providers make business application support optional and it is often outsourced. SMB Suite’s Business Success Desk believes critical application support is the key to success. Support for mission critical solutions such as Dynamics ERP are included in the basic subscription price. The support is provided by local Business Success Concierges, with unlimited cases, who are available 24 X 7.

This concludes the three part series examining the benefits of moving from an on-premise Great Plains solution to cloud based Microsoft Dynamics GP. The benefits of the cloud are many -- including accessibility from anywhere, plus elimination of IT support and hardware costs.  It’s even more affordable and predictable with subscription pricing.  SMB Suite has the advantage of a fully integrated Microsoft solution with a single monthly subscription that includes all of the benefits of the cloud, plus the implementation, support, and upgrades.
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Dogs of SMB Suite!

Posted by Samantha DeLaire

Jun 22, 2018

When it's bring your K-9 to work day, the dogs come inside to play!

The pups may not have given award winning service or signed any new customers, but they sure generated a surplus of laughter to be had by all!

Meet the furry characters that stole the show today at our office.

The Dream Team :

  • Devo the Whippit
  • Mary the Labrador 
  • Dallas the Vizsla
  • Kingston the Goldendoodle

Happy National Bring your Dog to Work Day! :)

 

 

 

 

 

 

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60% Discount on MS Dynamics 365 for Sales Enterprise Licensing

Posted by Samantha DeLaire

Jun 7, 2018

For a LIMITED TIME ONLY, Microsoft is providing a 60% discount on Dynamics 365 for Sales Enterprise licensing until June 29th!

Dynamics 365 for Sales Enterprise licenses are regularly priced at $95 per user.  The promotion available until the end of June is offering the discounted licensing at $38 per user license.  Subscription is renewed at the standard rate after year one. 

Below are demo overviews of the Microsoft Dynamics 365 for Sales solution.

 

Grow Your Business Faster

Streamline your business processes and gain insights with embedded intelligence.

 

Stay Focused 

Predict customer needs and provide the right solution at the right time.

 

Identify Leads Using LinkedIn

Identify and focus on leads who are most likely to turn into a sale.

 

Use Real-Time Data to Close Deals

Gain insights, understand customer needs, and close deals more efficiently.

 

Intelligent Onboarding

Streamline seller onboarding with real-time suggestions and contextual help.

 

If you are interested in learning more, we are happy to assist!

 

 

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Topics: promotional offering, Dynamics 365 for Sales Enterprise