Dynamics 365 for Financials includes a standard configuration of most financial processes, but you can change the configuration to suit your business. Also, if you chose not to apply the standard configuration, you must add your own configuration.
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.
365?
Dynamics 365 will bring together the best of Microsoft CRM and ERP cloud offerings into one cloud service with specific, purpose built apps for each of your key business processes – like Finance, Sales, Customer Service, etc.
Dynamics 365 provides customers a modern and familiar experience with built in insights, intelligence and workflow. They also use a common data model and consistent application platform to ensure consistency, interoperability and extensibility.
Dynamics 365 enables businesses to:
Dynamics 365 is our next generation of business apps in the cloud. These apps bring together the full power of Microsoft across productivity, advanced analytics and IoT, with the strength of Azure and a new application platform and common data model. As such, the new name reflects the significance of the offering and the coming together of the two worlds structured business processes and unstructured personal productivity so our business customers can achieve more.
Dynamics 365 is a net new proposition that combines new products, new product capabilities, new packaging, new pricing. We are taking a new approach to how we develop our products and bring them to market.
All of Microsoft’s intelligent business apps will align to our new common data model, and an extensibility model that combines existing customization tools with PowerApps and Flow. At launch we’ll have made solid progress towards apps working seamlessly together, and it’s an effort we’ll continue as we redefine business processes to eliminate historical boundaries between CRM and ERP. CIS, IOT and PowerBI all play key roles in how we help businesses be more outcome driven as well as give our customers and our Partner ecosystem the ability to leverage our new common data platform to integrate legacy and 3rd party solutions with Dynamics 365.
The common data model is a cloud-resident business database, built on years of experience with our enterprise customers. It will come with hundreds of standard business entities spanning both business process (Dynamics 365) and productivity (Office 365). The standardization and consistency of schema enables partners to build innovative applications and to automate business processes spanning the entire business process spectrum with confidence their solutions can be easily deployed and used across Microsoft’s entire customer base.
1) Is there an easier way to apply credit memos to invoices? ANSWER: Yes, and now. If you have multiple credit memos to apply to a vendor, and you do not care which invoices they are applied to, the fastest way is to use the auto-apply feature. Best practice would be to apply the credit memo to the invoice at the time you enter the CM. GP gives you that option. If you have multiple credit memos to apply to a single invoice, you can do so, but must apply them one at a time. This does not seem quick, but you can scroll thru the CM’s in the apply transaction window and it’s just a matter of checking the invoice for that credit memo. It also does not have to be the same invoice. You can enter several credits and then go to the Apply Payables Documents feature and just apply your credits as you scroll through the listing. The documentation will walk you through how to do this.
The November 1, 2016 release of Dynamics 365 for Financials is Microsoft’s first true SaaS based solution catered to small and mid-sized businesses. Dynamics 365 can help streamline your business processes to better manage and grow your business.
Dynamics 365 is shaping the trend toward collaboration by extending the vital, user-specific accounting functionality to the entire workforce through familiar tools such as Microsoft Outlook and SharePoint.
Dynamics 365 workflows and productivity integration automate many of the critical tasks and processes upon which a business depends on. All providing greater control over how your staff works and greater freedom to leverage their time.
Integrated with the Microsoft Office 365 platform enables organizations to better manage their business, it’s easy to see all the information you care about in one place and use it to make faster, better‑informed decisions, all built on the power of Microsoft Dynamics 365. With a single sign on, you can gain real-time financial, sales and operational visibility throughout your business and here is the kicker – it’s all managed through the powerful Microsoft Office tools you already know and use!
Microsoft Dynamics 365 for Financials will provide a powerful and optimizable platform that can handle the most strenuous accounting requirements, but is also easy to use and integrated to Office 365.
With our experience and expertise in supporting our customer’s cloud based financial applications over the decades, we have paved the way for a smooth transition with best practices and provide a stellar support service experience. It’s been our mission to help customers take the pain out of purchasing, implementing and maintaining their financial accounting software.
Our SMB OneView cloud ERP subscription offering is an all-inclusive fixed bid model. OneView – One monthly price. There is no upfront expenditure, no scope creep, no surprises. We believe in providing our customers with the reliability and predictability of an all-inclusive OneView subscription so that our customers can focus on their core business while we manage all the components of your financial cloud application.
In this session, we will cover Word Template tips in Microsoft Dynamics GP 2015.
This training will cover the application of new features in Microsoft Dynamics GP 2016. The new features areas covered include:
Document Attach
Word Templates
Purchase Orders
Sales
Inventory
Bank Reconciliation
Analytical Accounting
General Ledger
Payables Management
EFT
Payroll
Human Resources
Project Time & Expense
Project Accounting
There is a new OData feature that shipped with the newest release of GP 2016.
The OData feature is going to allow you to deploy an OData service that you can make available to your employees to build reports.
You can build reports through Excel or any other application that is compatible with connecting to an OData service.
System Manager is the module through which the OData setup and configuration takes place,
Below is a training video that covers OData setup and configuration in Microsoft Dynamics GP 2016 version.
Topics covered include:
•OData Overview
•OData Service
•OData Security
•OData Sources
•SQL Views and Stored Procedures
•Roles and Security Task Assignments
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.