Jet Reporting with Microsoft Dynamics ERP

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.
  • 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

Chat more Securely with this Guide to Microsoft Teams

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

Struggling with Complicated Pricing and Quoting?

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:

Dynamics 365 for Marketing, Preview is Now Available

The preview of Dynamics 365 for Marketing is now available!

Microsoft Dynamics 365 for Marketing will include:

Multi-channel campaigns

  • Generate leads across multiple channels

Lead management

  • Nurture leads with personalized experiences

Sales and marketing alignment

  • Connect your teams to close more deals

Marketing analytics

  • Increase your marketing ROI

Event Management

  • Organize events with ease

Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.