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Samantha DeLaire

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What's Included in Microsoft Dynamics 365 Business Central?

Posted by Samantha DeLaire

Feb 5, 2019

Dynamics 365 Business Central is an all-in-One Business Management Solution.


Business Central is designed specifically for organizations to:

  • Bring in and integrate business processes faster
  • Make decisions quicker
  • Connect with customers in real time


You can connect your financials, sales, service, and operations to streamline business processes, improve customer interactions and make better decisions.


It’s easy to approach and adapt and yet it’s full featured and very deep and rich.


The following functionality is included in Business Central, Essentials and Premium Licensing.


Essentials Licensing Functionality


Financial Management:

General Ledger

Account Schedules


Bank Account Management

Bank Reconciliation

Basic XBRL


Cash Flow Forecast

Check Writing



Electronic Payment/ Direct Deposits

Fixed Assets

Multiple Currencies

Payment Handling

Responsibility Centers

Unlimited Dimensions


Advanced Financial Management:

Cost Accounting

Intercompany Postings


Artificial Intelligence:

Cash Flow Forecast

Image Recognition

Inventory Forecast

Late Payment Prediction

Sales Forecast


Customer Relationship Management:

Business Inbox for Outlook

Campaign Management

Campaign Pricing

Contact Classification

Contact Management

Dynamics 365 Sales Integration

Email Logging

Interaction/ Document management

Opportunity Management

Relationship Management

Task Management



Document Exchange Service

Document Management, Document Capture    

Bank Feeds (US, CA, UK)

Microsoft Pay (credit cards & PayPal)

Online Map

Tax. Reg. No. Validation Service (EU)


Human Resource Management:

Basic Human Resources


Project Management:

Basic Resources

Capacity Management

Job Quotes

Multiple Costs

Project Management Jobs

Time Sheet


Supply Chain Management:

Alternative Older Addresses

Alternative Ship-To Addresses

Alternative Vendors

Assembly Management

Basic Inventory

Basic Payables

Basic Receivables


Drop Shipments

Item Attributes

Item Budgets

Item Categories

Item Charges

Item Cross References

Item Substitutions

Item Tracking

Location Transfers

Multiple Locations

Order Promising

Purchase Invoicing

Purchase Line Discounting

Purchase Line Pricing

Purchase Order Management

Purchase Return Order Management

Requisition Management

Sales Invoice  Discounts

Sales Invoicing

Sales Line Discounting

Sales Line Pricing

Sales Order Management

Sales Return Order Management

Sales Tax/ VAT

Shipping Agents

Standard Cost Worksheet

Stock Keeping Unites

Vendor Catalogue Items


Warehouse Management and Inventory:

Auto mated Data Capture System

Bin Set-Up

Internal Picks and Put Aways


Warehouse Management Systems

Warehouse Receipt

Warehouse Shipments



Analysis Reports

Change Log

Embedded Power BI

Extended Text


Job Queue

Notifications (on-premise only)

Reason Codes

Unlimited Companies

User Management

User Tasks

Word Reporting/ Document Reporting



Premium Licensing Functionality

Includes Essentials Functionality, plus...


Services Order Management:

Service Order Management

Service Price Management

Service Item Management

Service Contract Management

Planning and Dispatching



Production Orders

Production Bill of Materials

Version Management

Machine Centers

Basic Supply Planning

Demand Forecasting

Basic Capacity Planning

Finite Loading

Sales and Inventory Forecasting

Agile Manufacturing


Get your free assessment and Quote from SMB Suite today!



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Topics: Dynamics 365 Business Central

Lunch & Learn: Managed IT Services Webinar, led by SMB Suite

Posted by Samantha DeLaire

Jan 3, 2019

Due to client requests, SMB Suite has expanded its offering with Managed IT Services. 

Alan McAulay, SMB Suite’s Managed Services Director, will present a webinar covering dedicated IT services provided by SMB Suite designed to help your business. 

Join us for a Lunch & Learn Webinar.

Thursday, January 24th at 12:30pm CST:

Register Today!        


  • What are Managed Services?
  • Network and Internet Connectivity
  • Desktops and Devices
  • Licensing Evaluation
  • Phones 
  • Security
  • Backups and Disaster Recovery
  • Questions

Dedicated IT Services Designed to Help You:

  • Improve Operational Management
  • Increase Efficiency
  • Strengthen Security of Your Network, Devices and Data
  • Budget Optimization – Flat Monthly Fee
  • Provide Additional IT Knowledge and Skills 
  • Vendor Management
  • Single Point of Contact for all your IT needs


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Topics: lunch and learn, Managed IT Services

Dynamics GP Year-End Premier Training

Posted by Samantha DeLaire

Dec 21, 2018

Don’t miss out on SMB Suite’s year-end training classes!


SMB Suite - Premier Services Training

  • Free for Premier Service Customers who receive unlimited Help Desk Support
  • $100 for Non-Premier Service Customers

Up to 25 attendees can attend the GoToWebinar, reserve your seat now! No limit on number of attendees per customer.

Premier Service Training Schedule


Best Practices - Year End Close Process

  • Recommended Order to Close Modules
  • Steps prior to closing the module
  • What does the close process do

Best Practices – 1099 Year End Process

  • Vendor Setup
  • Transaction Processing
  • Editing 1099 Information
  • 1099 Printing


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Topics: tips and tricks, Microsoft Dynamics GP, Dynamics GP, GP 2018 R2, year-end

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:

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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?


Ongoing support help?


User administration?

System monitoring?

Threat protection?




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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