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If you have an existing outdated Great Plains on-premise solution, the first benefit of moving to the SMB Suite is that you can keep Great Plains, the solution you know and love.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.
Mar 8, 2017
A new interim Offer (Dynamics 365 for Sales and Customer Service) is now available! Catered to the SMB (small and medium businesses), the Enterprise editions of both Dynamics 365 for Sales and Customer Service, is now available at a reduced subscription price of US $65 per user with a limit of 50 seats.
Dynamics 365 Trial: Dynamics 365 for Sales Trial
Topics: cloud ERP
Feb 7, 2017
Is your small- to medium-sized business (SMB) finally moving your financial accounting software from your server in the basement to the cloud? If so, that’s a great decision!
However, successful migrations aren’t easy without help. Here are five tips on how to seamlessly move through this critical process and start enjoying the benefits of a cloud ERP solution.
You’ve made the right move! You’ve decided to empower your financial accounting efforts by moving to the cloud. Just make sure you comb through the fine print and put everything in writing. If you do, your migration to the cloud should be a great experience.
Metro Bank is transforming banking. Turning the industry on its head and putting the customer first, the company isn’t simply focused on the number of new accounts, or the number of pounds in deposits or lending. Daily performance metrics actually include factors of customer happiness. With a data- and process-driven Microsoft Dynamics 365 platform, today Metro Bank is providing employees immediate access to information at their fingertips, fast-access to fast solution pathways, and the empowerment to solve the customers’ needs. Craig Donaldson, Metro Bank CEO says, “Technology should be used to engage people and that’s what we do at Metro Bank. It’s all about our colleagues and our customers. It’s all about creating fans. It’s really that simple.”
“When a customer walks in, we can open their accounts for them there and then. Cheques and debit cards are printed in minutes and given to the customer on site – done,” says Donaldson. If a customer requires more complex banking needs, the right colleague can be messaged to come assist to solve the customer's needs immediately. Communication is instant between employees with Yammer, says Donaldson, “We use modern communication tools to connect people with customer service instantly – no appointment required.”
Whether it’s monitoring branch traffic patterns or a customer’s account activity, Metro Bank employees use Dynamics 365 for customer service and Power BI to identify and address problems before they begin to affect the customer relationship. And when in doubt, employees have access to a vast knowledge base of answers. “Our colleagues have instant access to Metropedia where they find the answers stored in Microsoft Parature. It’s massively faster and far more user friendly compared to what we had in the past. We’ve seen the usage of it shoot through the roof,” says Donaldson.
Whether it’s over the phone, face-to-face, via the mobile app, social media, or the internet – every customer channel will deliver the same superior customer service offering fast and easy solutions. Dynamics 365 for Marketing allows Metro Bank to avoid the mass marketing communications that are a common frustration among banking customers. Metro Bank’s goal is to provide exactly the right information customers need at exactly the right time, via the channel that’s most convenient to the customer. Says Donaldson, “When we launched our mobile app, we got live updates on mobile banking data and as customers requested the activation code, if we saw customers go past five activation attempts we called them to help them through it, which earned us great feedback.”
“By getting people to sign on Surface tablets, we took two minutes off the time it takes to open an account with the customer, and 10 minutes off the back office work. Also, we instantly we saved maybe three-quarters of a million pounds in paper, and we now have 15% more time to spend with the customer,” says Donaldson. “We can have people across the organization, all looking at the same credit paper, discussing it together over Skype for Business. We think that’s taken about two days out of reviewing a large credit underwriting. Which for our business, is massive. There’s no other organization that can turn a credit request like we can,” says Donaldson.
The company streamlined their systems with dashboards and reports generated in Power BI — everything from types of accounts opened to income data and P&L and balance sheets. The CEO relies on a dashboard with 14 different data points to monitor the health of the business, including one metric – “New Fans Today” which is also displayed on big screens around the office.
Metro Bank monitors social media to understand what people are saying about their stores. Microsoft Social Engagement makes it simple to recognize relevant issues and direct them to the right person who can make the change. Taking direct action to improve the customer experience, they forward comments to the specific colleague who will address the issue. And to ensure that no matter who the customer talks to, they’ll never have to explain their needs twice because the details of each customer interaction with the bank are stored and accessible across the organization within Dynamics 365 for Customer Service.
By putting the customer first, and driving toward solving the customer needs using cutting-edge technology, Metro Bank is setting the bar for all banks and making banking easier for all of us.
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!
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.
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.
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.
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.
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.
You can now send a sales quote to a contact without having to create them as customers first.
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.
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.
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.