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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

Microsoft Dynamics GP 1099 Year-End Close Tutorial

Posted by Samantha DeLaire

Jan 9, 2018

Follow these simple steps to make your year-end close process go more smoothly.

When setting up a vendor, you need to make sure they are entered with 1099 information so that the 1099 income will be recorded.

To set up 1099 income for a vendor:

  1. Open the Vendor Maintenance Card: Purchasing >> Cards >> Vendor
    1. Select your vendor from the lookup icon.
    2. Click the OPTIONS button.
  1. When you are done selecting your 1099 options, click OK to close the window.

       3. Save then close your vendor file.

 

WHAT DID THE 1099 SETTINGS DO FOR THE VENDOR??

Look at the Payables Transaction Entry Window.  Note that when you are entering an amount in the purchases field for a 1099 vendor that the amount auto-populates the 1099 amount field.

 

When the blue arrow is selected next to the 1099 amount field a pop up window will open displaying the Tax Type and the 1099 Box number associated with the 1099 amount.

 

Close your A/P Year End

Make sure that you post all transactions for the year you intend to close before closing the year. And, be sure to back up your data before closing;

 

  1. Begin your A/P close: Microsoft Dynamics GP >> Tools >> Routines >> Purchasing >> Year End Close

 

1099 Edit Report

 

  1. Print Edit Report for 1099:  Routines >> Purchasing >> Print 1099

  

  1. Select your 1099 Type and Form Type.

 

  1. Click the PRINTER ICON to print an edit list for review. **Do not select Print Forms!!

 

  1. Review your edit list for any corrections needed and correctness.

 

How to compare your 1099 data to confirm it is correct:

There are a few different ways that you can review your 1099 data to determine that it is correct.

  1. RUN A SMARTLIST
  2. REVIEW 1099 TRANSACTION AMOUNTS
  3. Enter a vendor from your 1099 Edit Listing and pull up their history. You can add together the current year transactions showing in the listing and compare them to the 1099 Edit Listing.

 

Full Tutorial here with screenshots and tips and tricks:
1099 & PAYABLES Year-End Close

 

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Topics: Microsoft Dynamics GP

Microsoft Dynamics GP Roadmap - GP 2018 to be released 2017 H2!

Posted by Samantha DeLaire

Sep 8, 2017

Microsoft announced that Dynamics GP 2018 will be released the second half of 2017!

 

Stay tuned for new updates… 

 

Dynamics GP 2018 New Features:

  • Power BI Suite
  • Workflow 4.0
  • Document Attach Functionality
  • Financial and HR Optimization
  • Top Features Requested by GP Customers
    • Integration Improvements
    • Power BI Enhancements

 

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Topics: Microsoft Dynamics GP, Dynamics Great Plains, GP version updates

Mobile Access: Getting Data From Your Financial Accounting Software On The Go

Posted by Samantha DeLaire

May 15, 2017

Life for financial workers at start-ups and other small- and medium-sized businesses (SMBs) is already hectic. They’re overworked, overtired, overstressed and, well, you get the idea.

There simply isn’t enough time, staff or money to get everything done during normal working hours. (An 8-hour workday — what’s that?) It’s also not feasible to clock any additional time in the office. At some point, life outside of work must be lived.

This is why mobile access to the company’s financial accounting software is so critical for SMBs. By tapping into financial data on the go, financial workers have the freedom to leave the office and still take care of work when necessary.

Consider these two scenarios:

  1. You’re at your 9-year-old’s soccer game and you get an email that an expense report needs to be updated. No problem. Click a few keys on your smartphone and it’s done. You never left the bleachers.
  2. Say an invoice, check or payroll needs the go-ahead from the CFO. But he just left on his first vacation in months and the check can’t get cut unless he signs off. Again, that’s not a problem. Once the plane lands, the CFO gets notified on his iPad and takes care of the approvals before his luggage reaches the carousel.

What do these two scenarios demonstrate? Having the ability to allow tactical activity-based tasks in a mobile world is critical. You need to be able to do these tasks outside of the office. It’s essential to increasing productivity and giving you the freedom to leave the office.

Yet many companies don’t take the leap into allowing mobile access of their financial information. They’re afraid that the data will get lost, stolen or hacked. They ask, “Do I really want my financial data on smartphones? Am I putting my company at risk just for the sake of a little convenience?”

For those concerned about putting their information on their phone, it’s important to remember that data is just as safe on a mobile device as it is on a desktop computer.

Just because you can do your work on your phone and carry it around doesn’t make it any less secure than a desktop computer. Sure, it’s possible to accidently forget a tablet or smartphone at the park, but remote data wipes are simple and efficient. Besides, if you leave a desktop computer at work, what’s to keep someone from entering your office and turning it on? In reality security is not about where your device is located; it’s about protective passwords, firewalls and appropriate encryption.

Your company can control the data on any device — a smartphone, laptop or tablet — because you’re monitoring them as users access the financial systems. There is no security difference from device to device. Just because it’s easier for you to carry the data around with you doesn't mean it’s easier for someone to access it. It’s just as secure.

Your life is already busy, but business doesn’t stop for soccer games or beach vacations. Give yourself the freedom to leave the office and still access your financial accounting software on the go. The programs can be just as secure as they are on your desktop and you won’t miss dance recitals, dinner with the family or a little extra sunshine.

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Topics: Microsoft Dynamics GP, ERP in the Cloud, GP Cloud Subscription, financial accounting software

Part Three: Love Great Plains But Want to Move to the Cloud?

Posted by David Greer

Mar 28, 2017

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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Topics: cloud ERP, Microsoft Dynamics GP, GP Cloud Subscription, Dynamics Great Plains

Love Great Plains, but want to move to the cloud?

Posted by David Greer

Mar 15, 2017

Great Plains customers are moving to cloud solutions. However, to take advantage of a cloud offering, these customers don’t have to move off of Great Plains and be forced to learn an entirely new system - one that could slow their business down.  
 
SMB Suite provides the same benefits of the cloud, while allowing customers to continue using Great Plains. With SMB Suite, customers can upgrade to the latest version of Dynamics GP, and experience the benefits of a modern cloud solution without the time and expense of learning a completely different ERP solution, all for one low monthly subscription.
 
In this three part series we will take a look from the perspective of an existing customer on traditional Great Plains, and the benefits of using Great Plains with the SMB Suite cloud as alternative to having to learn another ERP system.
 
If you have an existing outdated Great Plains on-premise solution, the first benefit of moving to the SMB Suite is that you can keep Great Plains, the solution you know and love. Great Plains, now called Microsoft Dynamics GP, is one of the most widely used ERP solutions in North America. If your business isn’t on the latest version, your company could be missing out on improved productivity and greater efficiencies.  To date, Microsoft has made significant investments in Dynamics GP, adding deeper more robust functionality, while improving the user experience with streamlined and personalized home pages. In addition, you can gain greater insight on your business with easy to use reporting, greater integration to Microsoft Excel, plus advanced business intelligence. Perhaps you have been holding off on upgrading to the latest version of Dynamics GP because your annual renewal plan has long since expired, and the cost of updating is cost prohibitive. This is not a problem with SMB Suite - because when you move to the cloud, SMB Suite will automatically update your business to the latest version.
 
Another benefit of the SMB Suite cloud is that it is a fully integrated solution that cuts costs and greatly reduces errors. Our cloud offering features an integrated suite of products that will increase your productivity, reduce cost, and save time. As many traditionally deployed businesses know, the cost of implementation, integration, and on-going application maintenance of typical on-premise environments can be many times the cost of the software itself. However, with SMB Suite you’ll never have to worry about an approach that requires costly integration to get your different applications to work together. Each application of the SMB Suite works together seamlessly.  Gone are the days of separate on premise software packages—one for accounting, one for sales force management and automation, one for ecommerce, one for service management, and perhaps one for warehousing.  SMB Suite has combined Microsoft Dynamics with solutions that add value, all designed to take advantage of the proven Microsoft platform. These fully integrated solutions include customer relationship management with sales automation, service and marketing solutions, ecommerce for both business to business and business to consumer transactions, human resource and payroll solutions, service management, job costing, distribution and warehousing, plus unique Excel based business intelligence.
 
A great benefit of moving to the cloud is the elimination of on-premise IT costs. The cost of using on-premise software includes the buying and maintaining of computer hardware, operating systems, software upgrades, service packs, virus protection, plus daily backup and recovery. For most small to medium businesses, having an IT department is an expensive luxury - yet without at least one IT person there is a very real risk of costly viruses, loss of data, and downtime. Using a modern cloud based solution such as SMB Suite eliminates this concern. All of the hardware and software maintenance is taken care of by SMB Suite. We constantly work to keep virus protection up to date, applying all required service packs, and providing daily backups. Additionally, your business won’t be tying up funds in server hardware and/or paying for additional hardware upgrades as your business grows. This greatly reduces the risk and allows businesses more time to focus on what they do best.
 
In part three we’ll explore how you can move to the cloud for one monthly subscription, how Microsoft Dynamics works seamlessly with Excel and Outlook, and how to gain greater visibility into your company with business intelligence.

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Topics: cloud ERP, Microsoft Dynamics GP, GP Cloud Subscription, Dynamics Great Plains

Want to use Microsoft Dynamics GP in the Cloud?

Posted by Samantha DeLaire

Mar 8, 2017

Leading ERP companies would like you to believe that they are the best cloud ERP option for your business. However, to take advantage of their cloud offering, you’ll have to make some tradeoffs -  including giving up much of the Microsoft platform. SMB Suite has a better solution. Enjoy all of the benefits of a modern cloud solution with a proven Microsoft based platform, all for one low monthly subscription.

In this three part series, we will take a look at the benefits of using SMB Suite solutions as an alternative to other cloud ERP offerings. We’ll examine the benefits of using a cloud based solution, discussing what to look for when reviewing Cloud ERP offering, and why SMB Suite offers the most value.

A major advantage of the cloud offering of SMB Suite is that it is built on the proven Microsoft platform. Microsoft is widely used by professionals worldwide, as it is the most predominant business productivity application. Microsoft has made extensive on-going investments in the Microsoft platform, including Dynamics ERP, to add more robust functionality.  At the same time, they have improved the user experience with streamlined and personalized menus, role based home pages, and tools to help businesses gain greater insight with easy-to-use reporting and advanced business intelligence. It is important to look for one publisher for all of the critical foundation components of a cloud solution, because this helps to ensure seamless integration. With SMB Suite, the database is Microsoft SQL Server, the productivity apps are Microsoft Office, the document storage is Microsoft SharePoint or Microsoft SQL Server based, reporting tools include Microsoft SQL Reporting Services as well as Excel, and the ERP and CRM solutions are built on Microsoft Dynamics. By design these solutions work together better than components assembled from different publishers. Compare the Microsoft platform with cloud ERP solutions that piecemeal together their solution with Google docs, BoxNet, and a database from another publisher.

Another consideration to look for is fully integrated applications. This will greatly reduce the duplication of data and the risk of errors. SMB Suite features a fully integrated suite of products that will increase your productivity, reduce cost, and save time. As many traditionally deployed businesses know, the cost of implementation, integration, and on-going application maintenance of typical on-premise environments can be many times the cost of the software itself. However, with SMB Suite you’ll never have to worry about an approach that requires costly integration to get different applications to work together. Each application of the SMB Suite works together.  Gone are the days of separate on-premise software packages—one for accounting, one for sales force management and automation, one for ecommerce, one for service management, and perhaps one for warehousing.  SMB Suite has combined Microsoft Dynamics with solutions that add value, all designed to take advantage of the proven Microsoft platform. These fully integrated solutions include customer relationship management with sales automation, service and marketing solutions, ecommerce for both business to business and business to consumer transactions, human resource and payroll solutions, service management, job costing, distribution and warehousing, plus unique Excel based business intelligence.

A great benefit of moving to the cloud is the elimination of on-premise IT costs. The cost of using on-premise software includes purchasing and maintaining of computer hardware, operating systems, software upgrades, service packs, virus protection, plus daily backup and recovery. Not to mention taking care of equipment breaks, password resets, and training employees. For most small to medium businesses, having an IT department is an expensive luxury. Yet without at least one IT person, there is a very real risk of costly viruses, loss of data, and downtime. Using a modern cloud based solution eliminates this concern. All of the purchasing and maintenance of the hardware and software is taken care of by SMB Suite. SMB Suite keeps your data secure by protecting your business from viruses, maintaining required service packs, and performing daily backups. Additionally, your business won’t be tying up funds in server hardware or paying for charges for additional hardware upgrades as your business grows. This greatly reduces risk, gives more bandwidth to IT for strategic projects, and allows your business more time to focus on what you do best to serve your customers. 

In part two we’ll explore how you can move to the cloud for one monthly subscription, how Microsoft Dynamics works seamlessly with Excel, and how to gain greater visibility into your company with business intelligence.

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Topics: cloud ERP, Microsoft Dynamics GP, accounting solutions

Creating a Budget in Dynamics GP

Posted by Samantha DeLaire

Oct 4, 2016

Creating a Budget in GP

Importing/Exporting from Budgets 

To Create a Blank Budget from GP

1) Open the budges window in GP: Financial >> Cards >> Budgets 

2) Click NEW, and select “using Budget Wizard for Excel”. 

3) This will open the Budget Wizard. Click NEXT: 

4) Enter an ID for this budget. Enter a description and select how to base the budge and the date range/year. Click NEXT. 

5) Select “BLANK BUDGET”. Click NEXT. 

6) Select actual amounts. If you do not want to pull any actual amounts, don’t make a selection in this window. Click NEXT. 

7) Select the account types you want to include. Click NEXT. 

8) Select which accounts you want to include from those account types: all or specific accounts. GP will allow you to be specific in this window. Click NEXT. 

9) Verify the accounts you want to include in your budget. 

10) Select if you want to use a new workbook, or an existing workbook. If existing, navigate out to the workbook you want to use. Click NEXT. 

11) GP will give you a snapshot of your options. Verify they are correct. Click FINISH.

12) The wizard will now have you set up your budget file name. Enter a file name and click OPEN. 

13) GP will now send the file to excel, and it will open when completed. 

14) Enter your budget information into the blank budget and save the file. 

 

To Export an Existing Budget:

You can export an existing budget that is already created into excel in order to update and re-import to GP. 

1) Open the budges window in GP: Financial >> Cards >> Budgets 

2) Select the budget you want to import from, then click EXCEL. 

3) Click on Export to Excel. 

4) GP will allow you to create this file as a new workbook or select an existing workbook. If exporting to an existing workbook, browse out the file name and select it. Click OK. 

5) Name the new file name if you are creating a new workbook. 

6) GP will export the file to your new workbook. 

7) Once completed, the spreadsheet will open up. Enter/change your figures for the new budget. 

8) Save the file.

 

To Import a Budget file into GP: 

1) Go back into Financial >> Cards >> Budget. Click on Excel and select IMPORT FROM EXCEL. 

10) The budget wizard will open for the import: 

11) Select your option for what type of file you are importing: new or an existing. If existing, search out to find the file. Click NEXT. 

12) Enter an ID for the new budget. Fill in a description if needed and select your base and date. Click NEXT. 

13) Select your file with the new budget information by clicking on BROWSE, then selecting the file and clicking OPEN. 

14) GP will ask you to select the worksheet that has your budget information.   Highlight and click NEXT. 

15) The wizard will give you a snapshot of your options to review. If correct, click FINISH. 

16) GP will import the file. 

17) Once the file is imported, you will see it in your listing. 

18) Select the budget file you just imported, and click OPEN. You can open in GP or in Excel. 

19) In GP, you can select an account within your budget and see your changes/entries.

 

Creating_a_Budget_in_GP-2

 

 

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Topics: cloud ERP, Microsoft Dynamics GP, budget, forecast

4 Important Trends Microsoft Dynamics Users Should Know

Posted by Michael MacDonald

Feb 24, 2015

465986029As technologies continue to advance exponentially, savvy business owners, executives and decision-makers must begin to look toward the future and recognize emerging trends before they become mainstream. Your strategic planning process starts with your business management system, and those using the powerful Microsoft Dynamics suite should keep a keen eye on a few important trends:

#1 - The Internet Of Things

The internet today is not a tool for just desktop computers and mobile devices. Technology grows exponentially, and this explosive growth opens up new avenues for technology vendors – even cars and televisions are slated for internet access in the near future.

There are four basic usage models for emerging technologies: Manage, Monetize, Operate and Extend. In order to seize opportunities as they arise, you need to be organizationally and operationally ready to apply these models to the Internet of Things (including people, information, devices, objects and places).

#2 - Mobile Device Management

In the workplace, the B.Y.O.D. (Bring Your Own Device) trend has had enormous implications for security, productivity and accessibility – and it's not even in full swing yet. Within the next few years, the mobile workforce is expected to double or triple as a result of this mobile growth.

Microsoft Dynamics users already expect the same functionality on their mobile devices as on their desktop computers, an expectation that continues to rise. This trend means that instead of relegating employees to your office space during normal office hours, you should embrace the mobile trend and invite them to access your business management system from anywhere, anytime to increase productivity. Make sure your IT department is well prepared to set your business as a B.Y.O.D. (Bring Your Own Device) front runner and balance your business security and productivity against the growing need for employee flexibility.

#3 - Personal Cloud

The cloud isn't just ideal for business software. Personal cloud technologies are trending upward, shifting toward services over devices. Devices ruled the roost for a long time – only certain mobile devices were even available, and those that offered a wide range of connectivity were still further limited. Now, almost every smart phone, tablet and laptop comes equipped with the same basic capabilities, so the device itself is simply not as important as the services it provides. 

All versions of Microsoft Dynamics are already accessible through multiple mobile devices. As the personal cloud continues to grow in popularity, it's essential that the version of Dynamics you employ is optimized and delivered through a model that accommodates all devices, providing a streamlined experience and the same user functionality regardless of the device and location of the user.

#4 - “As A Service", What It Should Mean

Building on the personal cloud trend, it's becoming essential for businesses to combine personal and external private cloud services. This hybrid approach requires that enterprises start designing and delivering their cloud platforms with integration and inter-operability in mind – and it all starts with the Cloud ERP

Microsoft has already shifted toward Dynamics in the cloud. The issue is that many Microsoft VAR's rushed into providing Dynamics platforms in the cloud, and simply partnered with random “hosting providers” to throw their client application licenses in their data center, or on Microsoft’s cloud, Azure.

Of course, nothing is wrong necessarily with the data centers themselves, it’s more on the afterthought, or lack thereof, on how the partner can properly manage and support that application. It creates more complexities than if your application/ Dynamics ERP license stayed with you on premises. 

So the answer is a true cloud subscription with an all-inclusive subscription model (all support and services monthly, not upfront), and when I say “support” I mean full application (how-to) support as well as the IT/ Infrastructure stuff

Conclusion

Many businesses foster a reactive environment, not a proactive one. They're not considering or preparing for how their products, services and assets will be shared through newly opened mediums or in light of these new technological trends. The key is in perspective: Rather than looking at these trends as daunting overhauls of a system you're used to, see them as incredible opportunities to propel your business toward success in an exciting future. Now is the time to think strategically about these new technologies and evaluate how they shape your business today and in the future. 

Ready to trend toward a better business management system? Learn how to receive a free version upgrade to Microsoft Dynamics GP 2015 with SMB Suite's Dynamics-Powered Cloud ERP.

How to get a free version upgrade to Microsoft Dynamics GP 2015!

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Topics: cloud ERP, Microsoft Dynamics GP, business management solutions