What’s in Development for Dynamics 365 for Financials?

What’s in Development for Dynamics 365 for Financials?

Coming soon for Dynamics 365 for Financials!

Basic Human Resource

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!

Cash Management

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.

Ceridian Payroll

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.

Contact Management

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.

Dynamics 365 Integration

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.

Integration APIs

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.

Interaction/Document Management

You can now send a sales quote to a contact without having to create them as customers first.

Multiple Locations

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.

Payroll – Quickbooks File Import

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.

 Setup and Configuration

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. 

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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.