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Samantha DeLaire

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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

Outgrown QuickBooks? 5 Signs it’s Time to Change

Posted by Samantha DeLaire

May 25, 2018

Growing businesses often don’t realize how crucial business software is to company expansion.
This is especially true for a company’s accounting department, an area of business in which even
the most subtle increase in productivity can mean an exponential growth in workload. Today, many small to medium sized companies are using QuickBooks, a valuable accounting system for the right company. QuickBooks is a solid starting point but many times organizations struggle to
recognize when their business needs have outgrown this simple solution. To help decipher whether or not your company is ready to transition away from QuickBooks, I have identified the 5 major signs that indicate that it might be time to consider a scalable ERP solution.

1. Transactions
The number of financial transactions your company handles on a daily basis should be a good
indication of whether QuickBooks is still the right solution for you. For example, if your bookkeeper handles a few simple daily transactions QuickBooks may be your best option. If your company requires detailed revenue and expense tracking, a more robust ERP system may be a better fit to handle your growing needs.

2. Users
If your accounting department consists of 5 or more employees QuickBooks may not be the best fit for your company. Most versions of QuickBooks tend to become problematic at 5 users. Typically this much activity causes the database manager to get bogged down resulting in the disconnectionof users from their sessions. If you experience these problems, consider moving to an ERP solution like Microsoft Dynamics GP. According to a performance benchmark test Dynamics GP successfully performs at 500 users and millions of transactions, perfect for a growing organization.

3. Accountability
Growing companies need a double-entry accounting system that allows them to comply with
government regulations, industry standards, and corporate quality initiatives. Unfortunately,
QuickBooks is a single-entry accounting system meaning it doesn’t feature “audit controls.” Audit
controls keeps record of every transaction entered into an accounting system so the account
balance can be traced back to the transactions that make up that balance. Dynamics GP, a
double-entry accounting system, ensures transactional integrity by providing an audit trail for
every change or transaction. This compliant ERP solution helps management monitor and protect company assets from inappropriate use or loss.

4. Data
Eventually QuickBooks users may begin to notice a decline in performance, including a delay in
the solution’s menus and reporting functions. Most companies using QuickBooks tend to notice
such problems when the file size reaches 250 MB or when the total number of transactions
exceeds 32,000. Significant performance problems usually occur when any list (customers,
vendors, employees) exceeds 10,000. An advantage of moving to an ERP system like Microsoft
Dynamics GP is its scalability. This solution is built around Microsoft’s SQL Server database
platform enabling it to house several Terabytes of data without a decrease in performance.

5. Reporting
The simple reports available in QuickBooks may not provide you with an accurate view of your
organization. Oftentimes, QuickBooks users have customer and revenue data in supplemental
systems such as, Excel, and a CRM system. Creating a detailed report that provides you with all
the information you needed requires a lot of time spent manually entering data from one source to another. So if you discover that valuable employee productivity is being wasted on mindless data re-entry, it may be time for an ERP solution. Dynamics GP features several ways for management to gain insight on real-time financial status and operational performance. Reporting tools include Dashboards, FRx, and Management Reporter plus GP’s ability to integrate with SharePoint allowing reports and analyses to be shared across an organization.

For more information on how an ERP solution can help your business grow contact SMBSuite.com
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4 Ways Cloud ERP Systems Will Empower Your Employees

Posted by Samantha DeLaire

May 22, 2018

Empowering your employees is all about making their jobs easier and more efficient. It’s about having tools that provide them the ability to make better decisions and improve the company.

While there are a million different ways to empower your workforce, using a cloud ERP system to manage your financials may not seem like the obvious answer. But make no mistake, giving your team the power to work from home, be more productive and obtain critical information to boost the effectiveness of their decisions is absolutely empowering.

Here are four ways that cloud ERP can empower your employees to drive organizational success.

  1. Have access to better information, faster: Thanks to a myriad of reports, business intelligence tools and dashboards, every member of the company is able to have the power to make better decisions. From a management perspective, data can be captured and measured, allowing leaders to make adjustments for the future. Furthermore, managers can monitor progress in real time. This visibility is very powerful and empowers employees.
  2. Become more efficient: Companies save money when they have an all-encompassing system that has accountability and efficiencies built into the fabric of the software. For example, when companies upgrade from spreadsheets and QuickBooks to a cloud ERP offering, they are able remove the need for manual data entry and duplicate record keeping. They obtain one source of truth. The sales and marketing teams also become more efficient. With cloud ERP, they have the ability to build in predefined business processes that help them streamline the way they work. They’re able to gain more visibility into their work and are able to make adjustments when something goes wrong. Armed with powerful information, people across the entire company are more accountable for their actions.
  3. Monitor their own performance: Companies must have measures to ensure success. Cloud ERP allows employees to do regular checks — daily, weekly, etc. — to see how they’re performing on those metrics. This helps employees to make adjustments as needed to ensure they’re delivering. Without that information in users’ hands, your employees often don’t have a good idea where to make improvements. Reporting and performance measures allow them to fix what’s not working.
  4. Work from anywhere at any time: Have access to the information not just when you’re sitting at your desk in your office, but also while you’re at home or traveling for work. Being able to access your system or functional area within the system from a mobile device is changing the way — for the better — that companies interact with each other departmentally and between individuals. Companies are increasingly using remote workers and employees are looking for remote work. Gen Y employees often make decisions about working for companies based on whether they’re allowed to work remotely. If you’re interested in hiring in the Gen Y employee group, this software feature is a huge advantage. Allowing workers to telecommute is a win-win. Happy employees work more and are more productive.

Armed with a cloud ERP solution, your employees will have the reporting tools, business intelligence and real-time data they need in order to respond to critical issues with confidence. The result is better productivity for the organization as a whole and more freedom for employees to work from anywhere.

 

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Topics: cloud ERP

Jet Reporting with Microsoft Dynamics ERP

Posted by Samantha DeLaire

May 10, 2018

Microsoft has worked with Jet Reports to provide a free, out of the box reporting solution for Microsoft Dynamics GP and NAV users. Jet Express for Excel is an extension included with Microsoft Dynamics GP to create basic reports directly inside of Excel.  Join us to learn about the Jet family of products and the answers to our most frequently asked questions about converting from Management Reporter.

Jet Reports delivers unparalleled access to data through fast and flexible reporting and business analytics solutions that are cost effective, provide rapid time-to-value, and are built specifically for the needs of Microsoft ERP users. 

What is Jet Express for Excel?

 An extension included with Microsoft Dynamics GP and NAV to create basic reports inside of Excel. 

  • Build simple financial statements
  • Basic business queries in Excel on your desktop
  • Created in collaboration with Microsoft
  • Provides flexible reporting foundations for GP and NAV out of the box

What is Jet Professional?

 A fast, flexible financial and business reporting solution inside of Excel. 

  • Allows Microsoft Dynamics ERP users to get all the operational data they need.
  • Eliminate errors by accessing and pulling all your data directly in Excel.
  • No more copying, pasting or manually exporting.
  • Cut the cost of hard-coding and programming reports to zero.

What is Jet Enterprise?

A corporate analytics and reporting platform delivering fast, flexible dashboards and financial reports in Excel and on the web. 

  • Eliminates any need to understand the underlying data structure when viewing data inside Excel or Microsoft Power BI.
  • Provides accurate, governed data for one version of the truth.
  • Rapid time-to-value through turnkey installation in hours, not weeks or months.
  • Pre-built cubes, data warehouse, and dashboards.
  • Low cost of ownership – includes unlimited users and
    a drag-and-drop customization platform.

What is Jet Reports Financials?

Quickly build and run custom financial reports for Dynamics 365 Business Central, directly in Excel. Microsoft Dynamics 365 Business Central makes ordering, selling, and invoicing easier, but like all ERPs, it isn’t built to get the data out the way you want to look at it. You need to get financial reports today, from multiple dimensions and companies, in the format that works for you.

  • Achieve Instant Success
  • Build Custom Reports in Minutes
  • Real-Time Answers You Can Rely on
  • Report and Drilldown from Any Combination of Data

 

Register for the webinar today!

Tuesday, May 29th @ 1:00pm CST:

Jet Reporting Webinar

 

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Topics: Business Reporting, bi reporting

Chat more Securely with this Guide to Microsoft Teams

Posted by Samantha DeLaire

May 7, 2018

Meet the hub for teamwork in Office 365.

 

Microsoft Teams is a new collaboration application that helps your teams stay organized and have focused conversations all in one place.

 

Different departments can access and view files, notes, applications, websites and more all in one place.

 

There is video conferencing that allows for you to start up a meeting right then and there.

 

A chat feature holds all private and group conversations to refer back to.

 

Get organized with a meeting feature to optimize managing your schedule.

 

Access files belonging to your personal OneNote and your team’s SharePoint.

 

You can take conversations from your desktop to your mobile device so you are always up to date.

 

Check out the video link below to see what Teams can do for you and your organization!

 

Microsoft Teams Quick Start

 

 

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Topics: office 365, Microsoft Collaboration, Microsoft Teams

Struggling with Complicated Pricing and Quoting?

Posted by Samantha DeLaire

Apr 20, 2018

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 CEO David Greer to find out:

- What *is* CPQ (Configure, Price, Quote)?

- 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)?

We’ll take a quick look at how CPQ works and its relevance for your business today followed by a demo of Vendavo CPQ and its integration with CRM and ERP.

 

Register for the webinar today!

Wednesday, April 25th @ 11:00am CST:

Webinar Registration 

 

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Topics: pricing and quoting configuration, webinar, CPQ

What's included in Microsoft's newly released Dynamics 365 Business Central?

Posted by Samantha DeLaire

Apr 6, 2018

Dynamics 365 Business Central includes the following functionality: 

Free Trial!

  • Financial Foundation
    • System, Company, Sales Tax
    • General Ledger
    • Cash Management
    • Payables Management
    • Receivables Management
  • Supply Chain Foundation
    • Inventory Management
    • Purchasing Order Management
    • Sales Order Management
  • Advanced Functionality
    • Consolidations, Intercompany
    • Fixed Assets
    • GL Budgeting
    • Office 365 Integration
    • Power BI Integration
    • Cash Management Online/Electronic Banking
    • Financial Workflows
    • Multicurrency
    • Multi-site Warehousing, Serial/Lot Tracking, Bin Locations
    • Light Assembly/BOM
    • Purchase Requisitions
    • Opportunity Management
    • Sales Quotes
    • Sales Forecasting
    • Supply Chain Workflows
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Topics: dynamics 365, dynamics 365 for marketing, business central

Jet Remote Data Services with SMB Suite

Posted by Samantha DeLaire

Mar 28, 2018

SMB Suite will offer a hosted Jet Remote Data Service (JRDS) instance for our SMB Cloud GP customers beginning in Q2 2018.

The Jet Remote Data Service (JRDS) data source presents a three-tier architectural design with a service component that is hosted within Internet Information Services (IIS).  It provides a fast, secure connection method for environments where Jet users have Excel installed locally and their Dynamics GP system is hosted on a different domain.

 

Detailed information on Features (Dynamics GP): 

Friendly names for tables and fields

In Dynamics GP, you may notice that the table and field names that are listed in the Designer window are somewhat cryptic. The design tools in Jet Essentials and Jet Express (e.g. Table Builder, Browser, Report Builder,Jfx, etc.) can display your table and field names in several easily readable formats, similar to the Smart List window in GP.

The friendly name feature requires three tables - JETFPG, JETTMAP, and JETFMAP.  The GP Update Utility adds these tables to your database and populates them with them with the Friendly Names provided by Dynamics GP.

 

Jet Views

Jet Views are SQL views which bring together information from one or more SQL tables into a view that is designed for reporting from.  The Jet views have been designed around common report writing areas to make it easier for report designers to create reports.  The GP Update Utility adds SQL views to the GP company database with the prefix "Jet”.  These views include:

  • Jet CustomerMaster
  • Jet CustomerOpen Application
  • Jet CustomerOpen Transactions
  • Jet CustomerPeriod Balance
  • Jet Date
  • Jet FiscalPeriod
  • Jet GL Account
  • Jet GLTransactions
  • Jet Item AllLocations
  • Jet Item byLocation
  • Jet PayrollTransactions
  • Jet ProjectAccounting
  • Jet PurchaseDetail
  • Jet PurchaseHeader
  • Jet SalesDetail
  • Jet SalesHeader
  • Jet VendorMaster
  • Jet VendorOpen Applications
  • Jet VendorPeriod Balance

(this list subject to change in future updates).

 

SQL Roles

This GP Utility feature takes advantage of the Role-based security model in Dynamics GP by offering the user access to certain tables and views.  Jet Reports has created their own User Roles as well.

The JetAllUsers role provides users with access to the following tables: 

  • SY01500 on the Dynamics database
  • JET_DATE, JETFMAP, JETFPG, JETTMAP, JETVMAP on the company database*

 

For more information, please contact sales@smbsuite.com

 

Thanks!

Samantha DeLaire, Client Engagement Manager

Office 469.351.2138 | Mobile 949.246.3884 | Email sdelaire@smbsuite.com

7701 Las Colinas Ridge, Suite 100, Irving, TX 75063

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Topics: Microsoft Dynamics GP, jet reports

Dynamics 2018 GP New Features Video Released

Posted by Samantha DeLaire

Mar 9, 2018

Microsoft has just released a new video showcasing new features in Dynamics GP 2018.

GP 2018 VIDEO has released           

Requested straight from customers, new features include:

Turning off garnishment reports

Purchase order number added to the purchase requisition navigation list for procurement

Ability to roll down from setup for Payroll and Human Resource

Print and email a single statement from the customer card

Print purchase requisition 

Save select payment settings

Copy user access across analytical accounting dimension codes

Once Check per invoice vendor setting

Reprint distribution detail and summary reports

Doc attach added to more areas:

  • Receivables transaction entry
  • General Ledger transaction entry
  • Employee Inquiry
  • I-9 Form
  • (Fixed Assets) Asset general information
  • And more!

OData Version 4

GP Power BI Content Pack

Additional sorting added to

Select Bank Transaction windows

Payables Transactions Inquiry windows

Receivables Transactions Inquiry windows

Renamed Payables windows from “Checks” to “Payments”

SmartList Password per SmartList

Wellness and Health Insurance Integration

Display Hold Status on Sales Transactions

Purchase Order (PO) Generator opens the Purchase Order List with New PO Filter

Exclude Inactive deduction code filters added to deduction lookup window

Once Click Access to SmartList in Web Client

Bank Reconciliation maximum window in Web Client

Autocomplete in Web Client

Update sample data date and documentation

General Ledger Account Approval Workflow

Purchasing Invoice Approval Workflow

Purchasing Invoice Approval Workflow

Copy Workflow Step

Payables transaction Workflow Additional Fields

Vendor Workflow Additional Fields for EFT/ Bank Information

Reporting for Workflow

Purchase Order Notification to Requisition Originator

Reminder Emails for Workflow

Purchase Order Workflow messages – additional field

HRMSS Employee Email Changes for Timecards

Project Time & Expense (PTE) Email Approval Functionality

 

Here is the Microsoft Dynamics GP blog series:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/10/25/microsoft-dynamics-gp-2018-new-feature-blog-series-schedule

 

 

 

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Topics: Microsoft Dynamics GP, Dynamics GP

Warehouse Management Webinar - Without Wire Inventory Sciences

Posted by Samantha DeLaire

Feb 28, 2018

We are inviting you to join our live webinar on Tuesday, March 6th for SMB Inventory Management (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

Learn how you can get started on this powerful mobile inventory management system today!

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!

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

Tuesday, March 6th @ 1:00pm CST: Register Here

 

Want to try before you buy?

Go ahead, Use it for Free

 

Powerful Functionality

Get enterprise-level features built-in to your Warehouse Management System & Distribution system like Demand Planning & Barcode-Enabled Inventory.

 

Pay for What You Use Automation

No per-user licensing. We offer on- demand, pay for what you use transaction based automation, with transaction bundles that fit your business.

 

Unlimited users

WMS value should be based on how your supply chain actually runs - by transactions. Measuring your business by what drives value in your operations is the right way to do business.

 

Mix and Match Devices

Mobile devices can by mixed throughout your supply chain with smart phones and tablets, which reduces upfront hardware costs. Easy to use, means easy to train - which means always uptime

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Topics: distribution software, erp software, Wholesale & Distribution, Distribution & Warehouse Inventory