SOC 1 Type 11 Reporting


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

What's in Development for Dynamics 365 for Financials?

Posted by Samantha DeLaire

Jan 3, 2017

Coming soon for Dynamics 365 for Financials!

Basic Human Resource

With Basic Human Resources, you can maintain a list of employees in your company. You can add basic information and a picture for each employee. Coming soon for Dynamics 365 for Financials!

Cash Management

With Electronic Funds Transfer, you can pay vendors using electronic payments. You'll be able to modify the format that is used to create the EFT file to suit your needs. You can assign a file layout to each bank account, and then when EFT payments are processed, each EFT file uses the specified layout. The default layouts will include a PPD and CCD file layout.

Ceridian Payroll

You can now import payroll transaction files from Ceridian HR/Payroll in US and Ceridian Powerpay in CA by installing the Ceridian Payroll extension. Aggregated payroll data, including date, payroll account, description, and amount, will be imported to your G/L accounts according to mappings that you perform once per payroll account. The extension also contains a sample payroll file that you can use to try out the functionality, for example, in a demo company.

Contact Management

To streamline your marketing reporting, you can now specify a salesperson/purchaser code for user accounts. When you then create sales or purchase documents, the default salesperson/purchaser code is the one specified for your user account.
To increase sales people's productivity in managing opportunities and to provide a more fluid experience for phone and tablet devices, you can set default chances of success in the sales cycle stages in opportunity management.

Managing contact duplicates is important as contact information tends to grow over time. If you're a sales & relationship manager, your Home page now shows the number of duplicate contacts. 

Tailor your cover sheet reports to your business needs using Word.

Filter exactly which contacts you want to export from a segment and send to a marketing Agency.

Dynamics 365 Integration

Connect to your Dynamics 365 for Sales solution in a few easy steps. The assisted setup helps you synchronize your data across the two apps, including sales orders, item availability, units of measure, and currencies.

Integration APIs

To empower developers and service providers to easily integrate with Dynamics 365 for Financials, we are adding REST-based web service APIs with easy-to-use authentication. The APIs can be used on their own or in combination with extensions when there is a need to add user interface elements or business logic to Dynamics 365 for Financials. We will start by adding APIs for common record types, including customer, vendor, employee, item (product), sales order, sales invoice, account, and journal.

Interaction/Document Management

You can now send a sales quote to a contact without having to create them as customers first.

Multiple Locations

With Multiple Locations, you can manage your inventory at different places. Multiple Locations gives you a more detailed overview of inventory, whether it is placed at ather geographical locations or just in different places in your warehouse. You can buy to and sell from locations. When you sell items, the Availability per Location window will tell you how to best deliver items to customers. You can transfer items between locations with transfer orders.

Payroll - Quickbooks File Import

You can now import payroll transaction files in the Quickbooks IIF format by installing the Quickbooks Payroll File Import extension. Aggregated payroll data, including date, payroll account, description, and amount, will be imported to your G/L accounts according to mappings that you perform once per payroll account. The extension also contains a sample payroll file that you can use to try out the functionality, for example, in a demo company.

 Setup and Configuration

Microsoft Dynamics 365 Roadmap

We have added a Setup and Extensions button in the navigation pane for the Business Manager and Accountant Role Centers. From the list of actions, you can open practically all setup pages, either assisted or manual, and you can open setup pages for service connections and extensions. Third-party extension providers can add their actions to the list. In the Manual Setup action group, each action refers to an area, such as General, Finance, and System. The row for each setup page has keywords allowing you to both search across setup pages and to filter the list to only see setup pages within a given area. 

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Topics: cloud ERP, microsoft dynamics 365

Released Today, Microsoft Dynamics 365 Pricing and Packaging

Posted by Samantha DeLaire

Nov 1, 2016

It’s here!

$40/Full User and $5/Limited User 

Why Microsoft Dynamics 365 for Financials?

  • Dynamics 365 for Financials is 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.


Financials  |  Supply Chain Management  |  Project Accounting  |  Opportunity Management

Trial: Dynamics 365 Trial

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Topics: cloud ERP, erp, crm, microsoft dynamics 365

A path to growth and innovation with Dynamics 365

Posted by Samantha DeLaire

Oct 18, 2016

In this exclusive interview, R. “Ray” Wang, Principal Analyst, Founder, and Chairman of Constellation Research offers key insights on why digital transformation has democratized data and how organizations can embrace this fundamental shift in our approach to technology. Discover which technology trends have had the biggest impact on digital transformation, how to overcome obstacles to embracing new technology, and why and how you can be change-agent within your own organization.

Chapters Include:

  • Digital transformation: Setting the stage
  • Prioritizing and initiating digital transformation
  • The impact of digital transformation inside organizations
  • 5 factors for success

Read the Q & A here:


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Topics: erp, crm, Q&A, microsoft dynamics 365

Get a first look at Microsoft Dynamics 365

Posted by Samantha DeLaire

Oct 7, 2016

Join us online on Tuesday, October 11 at 11:30 AM Pacific Time and be among the first to see Microsoft's next generation of business applications—helping your organization to grow, adapt, and evolve.

Join us online on Tuesday, October 11 to see Microsoft EVP Scott Guthrie share Microsoft's strategy for digital transformation as he unveilsDynamics 365, the next generation of intelligent business applications. You’ll get an in-depth look at:

  • How Dynamics 365 applications unify CRM and ERP capabilities into purpose-built applications that work seamlessly together
  • How to better engage customers, empower employees, optimize operations, and reinvent products and business models
  • How organizations are meeting the changing needs of customers and capturing new business opportunities

Sign Up Here:




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Topics: erp, crm, intelligent business apps, microsoft dynamics 365, cloud solution