Dynamics 365 Questions, Answers, and More Questions

The launch of Dynamics 365 by Microsoft in late 2016 drove a lot of excitement, anticipation and even apprehension within the Microsoft Dynamics reseller channel and customer community.  Some were quite positive and others less so.  One feeling shared by nearly everyone involved was:  Confusion.

Some products were going away completely.  Others became foundational elements to new offerings.  Some didn’t change at all, but their future became suspect.  Even Microsoft employees were confused.  And I’m not referring to the retail assistant working the Microsoft Surface kiosk at the mall.  I spoke with 20-year Microsoft veterans whose current position were focused on Microsoft Dynamics and even they were confused.

And why not?  New products.  New product groupings.  New license models.  New deployment models.  New reseller programs.  New prices.  New database architecture.  New reporting tools.  Man! My first look at pricing included a 70+ slide PowerPoint deck that was wall to wall content.  I attended multiple online meetings where things were explained (those that could be explained…many kinks still needed to be worked out and some decisions weren’t finalized).

Eventually, and with the help of the team at SBS Group, I sorted things out.  The new product groupings, naming and license models started to make sense to me.  I found myself wondering why they hadn’t done this sooner.  Today, most of us who make our living in the Microsoft Dynamics Ecosystem have made friends with Dynamics 365 and the potential it provides our customers.  Apprehension has been replaced by enthusiasm and eagerness to innovate.

Did we forget about you?

After I figured out Dynamics 365, I started to assume that everyone had.  My introductions to the offering became more succinct and my focus centered around the big ideas, like: Common Data Services, PowerBI and the almighty Cloud. These are important, but often it is in answering the most simple questions that provides the best foundation for learning.

Below are a few questions I hear again and again:

What is the difference between Dynamics 365 for Operations and Dynamics 365 Financials?

Dynamics 365 has two editions, Enterprise and Business editions. The Enterprise edition is optimized for 250+ employees and includes the capabilities of Dynamics CRM Online and Dynamics AX products that existed in market pre Q4CY16. The Business edition is optimized for 10-250 employees and includes Dynamics 365 for Financials. Business edition and is not inclusive of Dynamics GP, Dynamics NAV or Dynamics SL.

What is the difference between Dynamics 365 Enterprise Plan 1 and Plan 2?

Enterprise Edition Plan 1 gives you the flexibility to work with any app functionality. Plan 1 includes flexibility to use Dynamics 365 for Sales, Dynamics 365 for Field Service, Dynamics 365 for Customer Service, Dynamics 365 for Project Service Automation, and full PowerApps P2. Licensing becomes simpler because all Plan 1 business application rights are included.

Licensing for Dynamics 365 Enterprise Edition Plan 1

Enterprise Edition Plan 2 Plan 2 includes access to Plan 1 functionality plus Dynamics 365 for Operations.

Dynamics 365 Enterprise Edition Plan 2 Overview

Why would I need Plan 2?

Plan 2 adds Microsoft Dynamics 365 for Operations to the Enterprise edition of Dynamics 365. Dynamics 365 for Operations provides cloud-based ERP designed to help your entire enterprise work smarter with connected systems—including financials, demand planning, supply chain management, project management, project accounting, human resource management, retail, and much more.

Where did CRM go?

CRM is alive and well, but is packaged differently since the release of Dynamics 365 Enterprise and Business Editions.  Dynamics 365 delivers the full spectrum of CRM through five individual apps— Sales, Customer Service, Field Service, Project Service Automation, and Marketing —that work seamlessly together. So you can implement just what your business needs now, and add others as those needs grow.

In fact, if you are a current Dynamics CRM Online customer you’ll find that converting to Dynamics 365 will require considerable thought.  There is no direct relationship between the previous structure and the new structure.  Instead of levels (essential, basic and professional), you’re now providing access to users based on their job function. In the end, it is a better fit all around but reaching out to your partner or Indirect CSP for help will make life much easier.

If Office 365 is part of Dynamics 365, do I get a discount if I already use Office 365?

No.  They are meant to work together, but there are many options for subscribing to Office 365 so these are separate decisions.  Office 365 is a collection of online services designed to work together to provide enterprise-grade, anywhere access to email, file sharing, and online meetings. Office 365 includes features that allow administrators to add users, manage passwords and licenses, and much more. Microsoft Dynamics 365 (online) takes advantage of the Office 365 administration features to simplify user management. Dynamics 365 (online) users are created and managed in the Office 365 admin center.

A Dynamics 365 (online) subscription doesn’t include Office 365 applications such as Exchange Online or SharePoint Online. You can significantly enhance your company’s online, collaborative experience by integrating Office 365 applications with your Dynamics 365 (online) subscription. However, that requires a separate purchase.

Is Dynamics AX still for sale?

Microsoft has recently extended the mainstream support date of AX 2012 R3 to October 2021. This is perfect for companies who have recently implemented AX 2012 R3 and those requiring more time to migrate to AX7 and Microsoft Azure.

Dynamics 365 for Operations will be available to purchase on-premise starting in June 2017 and a preview will begin in April.  The special caveat to remaining on premise is as follows:  The on-premise data will not benefit from Microsoft’s intelligence capabilities of embedded analytics, machine learning, or other capabilities available to cloud subscribers.

Why are there Dynamics 365 PSA and Dynamics 365 Operations PSA solutions.

We get this question often and have written a blog post just on this topic.  Check it out here “When is Dynamics 365 for Project Service Automation (PSA) the right fit?”

In a nutshell, it just depends on your business model and the complexity of your project management and project accounting needs.  Companies with more complex project accounting or regulatory requirements are almost always going to opt for project management built around ERP (Dynamics 365 for Operations).  When project management is less complex, but bid management and early cycle scoping are more important, then the Dynamics 365 PSA solution may be a better fit.

What is Microsoft AppSource?

Microsoft AppSource is the equivalent to whatever app library is available on your phone.  When you are looking to add functionality to your mobile device, you click on the Microsoft “Store”, Apple “App Store” or Android’s “Google Play”.  You search, learn, try and ultimate purchase or subscribe online.  AppSource is similar, but for users of Microsoft’s B2B solutions like Microsoft Dynamics 365. 

“Microsoft AppSource provides a modern discovery and provisioning system for these solutions. For customers, Microsoft AppSource is your destination to easily find and evaluate the apps from Microsoft and our partners that drive your business. For ISVs, Microsoft AppSource is your destination to market line-of-business (LoB) SaaS apps to business users. Drive discoverability and usage of your apps within an existing global network of business customers through co-marketing opportunities, lead generation and the support of Microsoft’s worldwide ecosystem and sales force. Harness Azure’s leading, secure and intelligent cloud services platform and tools to deliver differentiated apps to customers.”

More Dynamics 365 Questions – Send’em my way!

Obviously, there is no way to answer everyone’s questions in a single blog post…but I would love to give it a shot.  If you have questions about Dynamics 365 or would like to explore new ideas, please feel free to reply to this post.  If I can’t answer your question, you can bet that someone on our team can.

Best regards,

Robbie Morrison
Chief Solution Strategist, SBS Group

About Robbie
Robbie Morrison has spent nearly 20 years helping customers build and deploy elegant technology and business solutions.  From start-ups to enterprise-class organizations worldwide, his knowledge of the Microsoft Dynamics ecosystem and products helps SBS Group customers maximize ROI on technology investments.  Robbie

Today, Robbie serves SBS Group customers in his role as Chief Solution Strategist where he provides thought leadership and manages the development of B2B solutions.  Robbie received his MBA from the University of Georgia, Terry College of Business.
https://www.linkedin.com/in/robbiemorrison

What is the Point of AXIO Core Financials with Dynamics 365 for Operations?

At first glance, it just doesn’t make sense that SBS Group (or anyone for that matter) would create a third-party solution to enhance financial management for one of the world’s most noted financial management solutions.  I’ve had several potential clients ask about this and my answer is always the same:  It is about helping our customers realize business value faster.

When a business invests in technology, they expect tangible results.  Whether they’re aspiring to enhance operational performance, improve the customer experience or capitalize on new opportunities, the goal is to provide genuine business value in the least amount of time.  The days of waiting for smart technologists to reverse engineer generalized solutions to the needs of individual companies over the course of months and years has been put to pasture by the advent of cloud computing.

We’ve implemented ERP solutions for thousands of companies and have learned a thing or two about the kind of configurations, enhancements and customizations that different types of buyers will need.  We put that knowledge to use with every engagement, and in the case of AXIO Core Financials, we start well in advance of the engagement.

After all, Microsoft did their part. They created Dynamics 365 for Operations which is arguably the most robust ERP platform on the market today.   It is an extremely flexible, scalable Cloud ERP platform that takes advantage of the entire Microsoft Office and server stack.  It is up to our team to bend, balance and bedazzle the solution so that it operates as if it were created exclusively for each customer…and to do it quickly and efficiently.

“Bedazzling Dynamics 365 for Operations” with AXIO Core Financials

So how exactly do you bedazzle financials?  Well, you begin by understanding who you’re bedazzling it for.  AXIO Core Financials is designed to help larger, enterprise-level organizations who require universal integration of finance across any number of countries, companies and other entities. We often work with professional services firms who have operations and projects around the world and distribution companies with complex ownership and revenue management structures.  Complex operations require special attention to the setup of even the most fundamental system components.  AXIO Core Financials includes:

  • Multi-company, multi-currency management.
  • Accounts Receivable
  • Accounts Payable
  • General Ledger
  • Fixed Assets
  • Procurement and Sourcing
  • Product, Inventory and Warehouse Management
  • Banking and Advanced Credit Management.
  • Regulatory support
  • Human Resource Management
  • Advanced commissions management.
  • Excel Budget Importing
  • Master Data Management Import Templates
  • Pre-Defined Business Process Flows w/ Swim-Lane Diagrams
  • On-Screen and In-App Task Guides
  • Content-Sensitive Help and Training Material

AXIO Core Financials enhances global scalability, compliance with GAAP, IFRS, Sarbanes-Oxley, and DCAA requirements and spans all the important back-office processes in your firm to give you unparalleled insight and control of all critical financial functions.

Sample Screen-Shot of Bank Management Workspace

AXIO Core Financials Bank Workspace with Dynamics 365 for Operations

Sample Screen-Shot of Credit and Collections Workspace

AXIO Core Financials Credit and Collection Workspace with Dynamics 365 for Operations

Faster Time to Value

By leveraging best practices and lessons learned over more than 30 years to create AXIO Core Financials, our team has been able to decrease the related Dynamics 365 for Operations implementation by an average 30-45%. And, our clients get a much-improved experience with fewer frustrations and confidence knowing that their solution has been vetted and approved by the Microsoft AppSource Team.

AXIO Core Financials on Microsoft AppSource

Learn more about AXIO Core Financials on our website or see it in Microsoft’s AppSource along with other SBS Group solutions like AXIO Professional Services for Project-Oriented firms.

Best regards,

Robbie Morrison
Chief Solution Strategist, SBS Group

About Robbie
Robbie Morrison has spent nearly 20 years helping customers build and deploy elegant technology and business solutions.  From start-ups to enterprise-class organizations worldwide, his knowledge of the Microsoft Dynamics ecosystem and products helps SBS Group customers maximize ROI on technology investments.  Robbie

Today, Robbie serves SBS Group customers in his role as Chief Solution Strategist where he provides thought leadership and manages the development of B2B solutions.  Robbie received his MBA from the University of Georgia, Terry College of Business.
https://www.linkedin.com/in/robbiemorrison

When is Dynamics 365 for Project Service Automation (PSA) the right fit?

SBS Group is well known for expertise in helping project-oriented companies to leverage Microsoft and other technologies to operate more efficiently and profitably.  Solutions like AXIO Professional Services enhance Dynamics 365 for Operations and Progressus for Professional Services provide PSA and ERP for Dynamics NAV.

Another solution, Dynamics 365 Project Service Automation (PSA), is available to project-oriented companies who wish to dive into the Dynamics 365 platform.  Instead of an ERP-based project management solution, Dynamics 365 PSA offers a more client centric based solution.

Each of these solutions provide customers with comprehensive feature sets nested in a full Microsoft customer experience.  The trick is understanding the short-term and long-term benefits of each solution to understand which best fits a specific customer environment.  In this post, we will explore Dynamics 365 for Project Service Automation (PSA) to better understand what types of companies it would serve the best.

Dynamics 365 for Project Service Automation

Key Features of Dynamics 365 Professional Services Automation (PSA)

Microsoft Dynamics 365 for Project Service Automation Enables project-based organizations to deliver every customer engagement on-time and within-budget through an end-to-end solution for sales, planning, resourcing, delivery, and billing.

OPPORTUNITY MANAGEMENT

Provide integrated sales dashboard with project-based opportunities to help forecast profitability and feasibility. Streamline sales manager experience to quickly create project contracts, track labor rates and generate SOWs. Collaborate real-time with customers on the quotes, project scope and resource requirements through customer portals.

PROJECT PLANNING

Make it easy for sales manager to visualize cost, effort, and sales value with project managers to estimate and define the work using standard project templates. Use robust project scheduling and management capabilities of Microsoft Project to complement the collaborative sales planning process.

RESOURCE MANAGEMENT

Optimize resource assignment through a consolidated scheduling engine across all modes of service to ensure right people on the right projects. Simplify engagement across project managers, resource managers and sub-contractors to forecast demand, talent management and resource allocation. Empower consultants to apply directly for relevant project roles, and update skills through mobile devices.

TEAM COLLABORATION

Provide powerful, easy-to-use, mobile-ready O365 productivity tools for project teams, customers, and partners to communicate and collaborate on project deliverables and tasks. Empower project managers by providing real-time status and performance indicators to mitigate project risks.

TIME AND EXPENSE MANAGEMENT

Simplify management, tracking and submission of estimated and billed project time by integrating the tasks and deliverables within calendars. Track all project and non-project schedules on their device or app of choice through integration between exchange and project calendars.

CUSTOMER BILLING

Provide project managers and customers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects. Automate generation, approval, and distribution of accurate invoices in email and on the web. Enable integration with best-in-class back-office applications for financial accounting.

SERVICE ANALYTICS

Anticipate business opportunities, optimize solution offerings, and improve business performance through robust analytics, interactive dashboards, role-base templates, and data visualization for 360 visibility to project and portfolio metrics like resource utilization and practice profitability.

Features included with Dynamcs 365 for Project Service Automation

For additional insight into the features and capabilities of Dynamics 365 Project Service Automation, you might want to read this post written by Sandeep Chaudhury on the Dynamic Community blog.

What Companies are the Best Fit for Dynamics 365 Project Service Automation (PSA)?

This solution helps companies manage the entire project sales and delivery cycle, but shines more in earlier, front office, stages of the client engagement like sales and quoting.

Because it is based on a CRM platform, the solution is fairly flexible and many per-company customizations can be created without back-end programming.  Integration with Office 365 and other Microsoft tools is robust as well.  However, this flexibility comes with a price. While the solution provides strong collaboration benefits between sales and delivery resources, it is most effective for companies with smaller delivery teams and less complex projects.

For instance, the solution provides a very user-friendly scheduling function with Outlook calendar integrations that makes managing resources against a project work quite well.  But, for larger companies with hundreds or thousands of delivery resources, the solution is lacking the strong skills based scheduling that is available in AXIO for Professional Services.

When the team size is small and scheduling resources are familiar with individual skill-sets, this is less of a problem.  When teams get larger and projects become more complex, or when the scheduler is assigning resources across the globe having never meet or assessed the resources being scheduled, this can be a show-stopper.

Examples of companies that might benefit from Dynamics 365 for Project Service Automation are marketing and media firms, light management/consulting firms, smaller IT services firms, and many other white-collar consulting firms.  Although I’m calling out smaller companies, it could be a great fit for large companies as long as their project delivery is still fairly simple.  Think about a company that provides creative design for television ads vs. a consultancy that deploys large, integrated ERP systems.  The latter may take anywhere from 6 months to 3 years and require multiple milestones, different skill-sets and formal call-center or on-site support. Other business that may struggle with CRM-based PSA are Architecture and Engineering, Construction, Software Publishers or even specialty manufacturers.

Here are some example questions you might ask yourself when selecting a CRM-based vs ERP-based Dynamics 365 solution for a project-oriented firm:

  1. Do we manage inventory? 
  2. Do we require advanced revenue recognition processing?
  3. Are our projects complex or simple?  In other words, do you have multiple clauses? Do you bill based on Performance Milestones (ASC 606 and IFRS 2015)
  4. Do we need project accounting to be auditable?
  5. Do we require union payroll?
  6. Do we require T&E reporting audits for DCAA compliance?
  7. Do we need to staff/manage projects across multiple entities?
  8. Do we manage subscription revenue along with or post project completion?

In each of these cases, an ERP-Based PSA solution is likely the better option.  Some of these  issues can be dealt with in Dynamics CRM PSA, but it is unlikely that the amount of development or process configuration required to do so would be worth the effort when systems already exist that meet these challenges.

You only need to ask.

If you are researching your next solution, please feel free to reach out and we’ll help you dig into the details.  After all, selection of this nature can be one of the most important decisions your company will make.

Thanks,

Best regards,

Robbie Morrison
VP Enterprise Solutions and Services, SBS Group

About Robbie
Robbie Morrison has spent nearly 20 years helping customers build and deploy elegant technology and business solutions.  From start-ups to enterprise-class organizations worldwide, his knowledge of the Microsoft Dynamics ecosystem helps SBS Group customers maximize benefits from the ERP investments.  Robbie

Today, Robbie serves SBS Group customers in his role as Vice President, Enterprise Group where he provides thought leadership and manages the enterprise delivery team.  Robbie received his MBA from the University of Georgia, Terry College of Business.
https://www.linkedin.com/in/robbiemorrison

Dynamics 365 for Operations in the Cloud and On-Premise : The Best of Both Worlds

Major news in the enterprise Dynamics community was broken last week. Microsoft Dynamics 365 for Operations is nearly ready for a hybrid deployment, meaning enterprise-level firms will be able to experience the best of both worlds. The hybrid cloud deployment allows enterprise firms, who could not consider a cloud-only solution, to receive the multitude of benefits of Microsoft cloud technology while still maintaining the security and control they need in order to run their firm.

Some enterprise level firms, specifically manufacturers and retailers, rely heavily on smooth and consistent production in order to make their business profitable. As such, these companies tend to lean towards ERP and business solutions that are held and controlled locally. Additionally, some of these companies are forced into these types of solutions because regulations maintain that they capture and store a customer’s personal information locally. A cloud-only solution gives them the operating power they need to produce, but not the control or security they desire. That is no longer the case for Microsoft Dynamics 365 for Operations.

Dynamics 365 for Operations Hybrid Cloud Announcement

In a blog post on February 23rd, Sri Srinivasan announced and detailed the availability of a hybrid deployment for Dynamics 365 for Operations. Srinivasan is the General Manager for Microsoft Dynamics 365 for Operations in the Cloud and Enterprise Group.

At the Summit ’16 in Tampa, Florida, we announced the plans for a hybrid cloud deployment meant to accommodate these specific scenarios, so that organizations can combine the best of both worlds. Dynamics 365 for Operations plans to enable organizations to run their business processes from application servers at the edges, meaning that transactions are supported by local application services and business data is stored locally. Each such facility running at the edge is called “My Workplace”. The central cloud node provides a single view of the business across distributed ”My Workplace” instances while utilizing the power of the Microsoft cloud for embedded intelligence in business processes.

Sri Srinivasan, Microsoft General Manager for Dynamics 365 for Operations in the Cloud and Enterprise Group

Sri Srinivasan, Microsoft General Manager for Dynamics 365 for Operations

The Microsoft cloud connection ensures data aggregation, financial reporting, intelligence, and more. The cloud instance also provides the local installation with data failover in the Microsoft cloud, automated deployment and continuous updates, and elastic compute capacity to infuse “intelligence” into the business process when needed. This hybrid cloud deployment model scales out through federation of the on-premises nodes (My Workplaces), federated in the Microsoft cloud for a single, global enterprise view, which is a first for business applications.  By Summer 2017, we will support a single “My Workplace”, followed by federation of “My Workplace” instances in releases beyond. We are excited to offer this deployment option, “cloud and edge”, a true differentiated option that combines the power of cloud and on-premises in a unique way to offer scale, continuity, and intelligence.

Sri Srinivasan, Microsoft General Manager for Dynamics 365 for Operations

This is fantastic news for enterprise firms looking to harness the power of the Microsoft Cloud while still being able to run certain processes locally. Srinivasan went on to divulge that there will be an ON and OFF switch of some sorts that will allow companies to control cloud synchronization – keeping them in control of their business data.

Deployment Options

With this new deployment method, enterprise firms will have a real decision to make when considering Microsoft Dynamics 365 for Operations. Do they want to take advantage of all the Microsoft Cloud has to offer? Or do they prefer to have a server nearby storing key information and running select processes? Even further, firms may want flexibility to change their ERP environment after the initial purchase without having to re-deploy a brand new ERP solution.

Here is what the Dynamics 365 for Operation team is working on at Microsoft:

  • New and existing customers will have paths forward to license both local business data and cloud and edge deployments. Existing investments will continue to be accounted for in our licensing.
  • Customers can license local business data deployments via a Dynamics 365 for Operations license with Software Assurance/Enhancement Plan or a subscription model.
  • Customers with active Microsoft Dynamics Enhancement Plans or Software Assurance, may upgrade to local business data as they remain entitled to access new versions and updates.
  • Transitions to Dynamics 365 cloud subscriptions are available to customers with active Microsoft Dynamics Enhancement Plans or Software Assurance.
  • Cloud and edge software and services will be licensed under the existing Dynamics 365 cloud subscription licensing model.

Dynamics 365 for Operations Deployment Options

Enterprise firms can select from three deployment options. The below photo examines the different scenarios and details of each deployment.

Dynamics 365 for Operations Deployment Scenarios

AXIO Enterprise Solutions for Dynamics 365

SBS Group’s AXIO Enterprise Solutions are both available on Microsoft AppSource for enterprise firms interested in optimizing and strengthening their Dynamics 365 for Operations deployment and solution. AXIO Core Financials spans all the important business processes in your firm (accounts receivable/payable, general ledger, fixed assets, banking, etc.) and is built directly on Dynamics 365 for Operations. AXIO for Professional Services gives businesses the same features as AXIO Core Financials plus several additional features needed specifically by professional services firms such as project and resource management, project accounting, government contracting and much more.

Both solutions are designed for companies who have multi-entity, multi-currency, multi-taxation and multi-language requirements. With direct integration with Dynamics 365 for Operations, AXIO Enterprise Solutions provide global scalability, enterprise-class extensibility, built-in intelligence, and compliance with all GAAP, IFRS, Sarbanes-Oxley, and DCAA requirements.

Register for our upcoming webcast and learn more about Dynamics 365 for Operations and AXIO Enterprise Solutions.

“Microsoft Dynamics 365 for Software Companies with AXIO for Professional Services”
Thursday, March 16th
1 PM – 2 PM ET

register for webcast

Best regards,

Robbie Morrison
VP Enterprise Solutions and Services, SBS Group

About Robbie
Robbie Morrison has spent nearly 20 years helping customers build and deploy elegant technology and business solutions.  From start-ups to enterprise-class organizations worldwide, his knowledge of the Microsoft Dynamics ecosystem helps SBS Group customers maximize benefits from the ERP investments.  Robbie

Today, Robbie serves SBS Group customers in his role as Vice President, Enterprise Group where he provides thought leadership and manages the enterprise delivery team.  Robbie received his MBA from the University of Georgia, Terry College of Business.
https://www.linkedin.com/in/robbiemorrison

Podcast: Sylvia Romero Discusses Impact of Dynamics 365 for ProServ Firms in the West.

Regardless of location, size or industry, many professional services organizations face unparalleled pressures in today’s fast moving marketplace. Continuous change is the new normal rather than the exception. The same forces that have disrupted so many businesses, from manufacturing to IT to engineering, are creating challenges and driving change in professional services.

In this, the third in our series of Dynamics 365 podcast interviews for 2017, we interviewed Sylvia Romero of Microsoft and Robbie Morrison of SBS Group.  We asked each of them to reflect on a series of questions regarding Microsoft Dynamics 365 in relation to professional services firms.  The conversation was 36 minutes long and covers a wide range of topics.

Listen to the Podcast:

“I’m really excited about Dynamics 365 because it is different than anything offered in the market today.  I work extensively with project-based service companies that traditionally depend on many different systems to manage their business.  Dynamics 365 provides everything they need and ties it all together through Azure and the common data service.” – Sylvia

About Sylvia Romero

Sylvia lives in the San Francisco Bay Area as a Business Solutions Executive for Dynamics ERP in Microsoft’s West Region.  She brings over thirty years of senior executive experience in sales, sales management and business development with both large companies, such as IBM, Informix and Microsoft, as well as small/startup firms.  Currently, she is responsible for helping enterprise and upper midmarket companies select and adopt Microsoft Dynamics 365 for Operations in the Pacific Northwest.

Microsoft Dynamics 365 for Operations

About Robbie Morrison

Robbie has participated in and hosted several podcasts on this topic over the last year.  As the VP of Enterprise Solutions for SBS Group, Robbie works with professional services firms throughout the US and spends much of his time leading the development of software designed to enhance Dynamics 365 to meet the unique needs of project-based firms.  His team has published multiple solutions on Microsoft AppSource and has a long history in developing and publishing solutions for the Microsoft Dynamics Ecosystem.

Dynamics 365 for Operations

Microsoft Dynamics 365 for Operations enables you to make smarter decisions, redesign business processes faster and fuel business growth.

Dynamics 365 for Operations is a SaaS solution that brings together a complete set of ERP functionality including financials, demand planning, procurement, supply chain, manufacturing, distribution, services industries, public sector and retail. Built with an intelligent user interface that connects with other Dynamics 365 applications as well as with Office 365 to deliver the best experience possible.

Designed for enterprises looking for an enterprise-ERP to help them keep pace with today’s market demands, Dynamics 365 for Operations delivers features and services no other competitor can offer.   Deploy Dynamics 365 for Operations where you need it, and grow at your own pace.

AXIO Professional Services

AXIO for Professional Services from SBS Group is a global ERP solution designed specifically for organizations that deliver customer-facing, project-based services. Built on the Microsoft Dynamics 365 platform, AXIO combines SBS Group’s award-winning implementation methodology, industry expertise, and a rapid deployment model to bring you the best in ERP, CRM and Cloud.

AXIO Professional Services | Dynamics 365 for Operations

AXIO for Professional Services spans all the important processes in your firm, including resource management, project management, marketing, human capital management, and financial management. Optimized for cloud, AXIO can also be deployed on premise and is compliant with all GAAP, IFRS, Sarbanes-Oxley, and DCAA requirements.

To Learn More:

We thank Sylvia for her participation in this podcast series and her ongoing support of SBS Group, our customers and hundreds of businesses throughout the Western United States.  If you would like to get in touch with Sylvia directly, you can find her on LinkedIn. You may also listen to previous podcasts in this series with Ted Kempf or Suzanne Clarke

Finding out if Dynamics 365 and AXIO Professional Services are the right next step for your professional services firm is easy.  Reach out to Robbie at SBS Group by emailing info@sbsgroupusa.com and we’ll put you in contact asap.


Want to learn more about AXIO for Professional Services and Dynamics 365? Watch our latest webcast recording!

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