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How to: Use Approval Workflows

December 21, 2016

When a record, such as a purchase document or a customer card, needs to be approved by someone in your organization, you send an approval request as part of a workflow. Based on how the workflow is set up, the appropriate approver is then notified that the record requires their approval.

Core approval workflows for purchases documents, sales documents, payment journals, customer cards, and item cards are ready to start as assisted setup. For more information, see Welcome to Financials.

Note: This functionality requires that your experience is set to Suite. For more information, see Customizing the Dynamics 365 for Financials Experience.

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Microsoft Dynamics 365 Road Map- What’s New?

December 20, 2016

The Dynamics 365 Roadmap provides a snapshot of what’s now available to you. Click on the link to see a description of each section listed: https://roadmap.dynamics.com/

  • Account Payables
  • Account Receivables
  • Account Schedules
  • Alternative Ship-To Addresses
  • Bank Account Reconciliation
  • Basic Resources
  • Budgets
  • Budgets/Estimates
  • Capacity Management
  • Cash Flow Forecast
  • Change Log (Audit trail)
  • Check Writing
  • Contact Management
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Is your business cloud-optimized? 5 foundations of the journey

December 16, 2016

Many small and midsize businesses are deciding to make cloud services and infrastructure an intentional component of their strategy, rather than scrambling to react every time employees start using some new service. These cloud-ready businesses are taking control of cloud adoption by investing in the right tools and making the technical and operational changes necessary to adapt to a faster-paced world.

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Dynamics 365 for Financials – Quoting, Invoicing and Payment

December 6, 2016

Microsoft Dynamics 365 for Financials is a business management solution that’s 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 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.

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Microsoft Dynamics 365— Transforming Products and Business

November 28, 2016

Dynamics 365 provides an integrated view into business processes, from the manufacturing floor, to sales, to service. Processes can be changed and evolved in real time using a modern, consistent and proven extensible platform. Through the new dynamics 365 common data model, applications can be custom built or extended with power apps and Microsoft flow. This integration results in connected systems that give employees the right information for their role when and where they need it. Dynamics 365 enables you to adapt to new business models, customer needs and trends in the marketplace. Experience what’s possible for your business with Dynamics 365. 

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Smart marketing starts with knowing your customer

November 9, 2016

Do you really know your customers, or are you just guessing?

When creating marketing materials and campaigns, many companies rely on an intuitive understanding of client preferences and behavior. This approach can lead to missed opportunities, because you simply don’t have the customer data and insights necessary to effectively target your communications.

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A path to growth and innovation with Dynamics 365

October 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:

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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.