Stop all of that Typing and Start Connecting

Do you find that your sales and customer service people spend a ton of time typing? Typing contact names, typing notes, typing information. Typing, typing, typing. It’s just not the best use of your people’s time. But with all of the data included in your CRM, email, and team calendars, it can be difficult to keep your customer and prospect records up to date.

What if we told you that your sales and customer service teams no longer need to manually enter data and associated activities with contacts, leads, accounts, or opportunity records? Inbound and outbound interactions and meeting information can be intelligently searched and displayed in an intuitive dashboard.

SalesConnect 365 integrates with Microsoft Dynamics 365

Get Intelligent with SBS Group SalesConnect 365

SBS SalesConnect 365 for Dynamics 365 for Sales searches your company’s email and calendar system to retrieve relevant data about your customers and prospects, and presents that information as actionable insights. SalesConnect365 can create more opportunities, improve close ratios, and drive more revenue.

The SalesConnect 365 Cloud

All documents are searchable on Dynamics 365 records and stored in the SalesConnect Cloud, so you can stay connected from anywhere, at any time. Taking away the burden of (attempting) to enter all prospect and customer data into Dynamics 365 empowers your team to spend more time in front of your customers, actually selling—and with high-potential customers highlighted in your analytics, you can focus your resources on the opportunities most likely to close and create revenue. And servicing the customers who need help the most.

Improve Customer Interactions

SalesConnect 365 identifies customer buying behaviors and measures the strength of your customer relationships, allowing your team to better understand their preferences and create a more engaging experience—therefore improving your relationships and ultimately creating and converting more opportunities.


Today’s customers are more informed and have higher expectations than ever before. Dynamics 365 for Sales enables you to better understand customer needs, engage more effectively, and win more deals. Dynamics 365 for Customer Service gives your team a  single, unified experience that delivers end-to-end service across every channel—earning customer loyalty and empowering agents. When combined with SalesConnect 365, your CRM experience is enhanced to drive more business.

Learn more about SalesConnect 365 or request a free evaluation today.


Joe Gulino
Director of Corporate Account Sales, SBS Group

About Joe
Joe Gulino has spent 30 years growing and running mid-sized ERP and CRM consulting organizations. Recently, he has focused his career on helping large and mid-sized services companies select, procure and implement ERP and CRM solutions. He has experience in several industries including manufacturing, distribution and professional services.
Today, Joe serves SBS Group customers in his role as Director of Corporate Account Sales where he helps customers solve business problems using Microsoft Dynamics 365 technology. Joe holds a B.A. in Business Administration and Computer Science from Rosary College, and is based in Naperville, Illinois.


3 Things You Must Know BEFORE Moving Microsoft Dynamics to the Cloud

Business management technology has made a giant leap into the cloud, including Microsoft Dynamics. Moving legacy systems to the cloud offers many advantages from time and cost savings to mobility to improved data security. However, it isn’t as straightforward as many vendors would have you believe. Before you move Dynamics to the cloud, download 3 Painful Mistakes to Avoid When Moving Dynamics to the Cloud and learn how you can avoid these 3 common, costly mistakes.

Modern business management systems are involved and require the insight and support of your skilled IT team and experienced providers. Even with Microsoft Dynamics already in place, moving to the cloud isn’t as simple as you may think. You must still carefully evaluate cloud services to ensure the cloud you choose will support your unique business needs and goals long-term. Rushing this decision can lead to any one of these mistakes:

  1. Taking the ‘standard’ cloud package: There is no cloud package that can support your exact business needs right out-of-the-box. There are many cloud providers and cloud options. From public and private clouds to hybrid cloud solutions, you need to weigh each option carefully and understand how your choices will impact your business.

Tip: Instead of taking a standard cloud package, ask an experienced cloud provider to show you the latest cloud technologies. Then, work together to choose the right cloud options for your specific business needs.

  1. Feeling pressure to decide fast: Sure, you want to boost productivity and find new ways to reduce waste while increasing profits. However, the cloud isn’t a full turnkey solution. Moving Microsoft Dynamics to the cloud must support strategic plans and business operations which is why this process takes time and deliberate planning. Don’t let promotions or unrealistic timeframes distract you from the goal at hand.

 Tip: Instead of being pressured to make quick decisions based on the latest-and-greatest technology, choose a provider that will take the time to understand your strategic goals and provide support as you begin your cloud journey. 

  1. Making across-the-board decisions: Your business generates a variety of data—some private, some proprietary and sensitive customer information. Each department, workload and dataset must to be evaluated separately. Consider compliance obligations, security measures and the ability for employees, vendors or customers that may need access to certain information.

Tip: Instead of making sweeping decisions, consider whether there are advantages to keeping certain data in a public cloud while using a private cloud for other workloads or sensitive data.

Plan A Successful Move to the Cloud

Moving Microsoft Dynamics to the cloud isn’t a simple decision or a one-size-fits-all solution. Evaluating your cloud options and how they will impact your business takes deliberate planning and careful consideration. Plan a successful move to the cloud by downloading the infographic and contact SBS Group for guidance and support as you move legacy systems to the cloud.

Why The Microsoft Cloud (and Dynamics 365) is the Right Platform for Professional Services Firms


For professional services organizations (PSOs) around the globe, the service landscape is changing. Localization and personalization are mandatory for success. So much so, that in many cases “corporate headquarters” is little more than a mailing address. More and more PSOs are relying on functionally rich mobile technologies, virtual operations, work-from-home staffing models, and remote outsourcing of work.

This revolution is powered by cloud computing, which allows for a collaborative platform that unifies disparate teams and decentralized information under a single umbrella. There are varying definitions of cloud computing and an array of acronyms (SaaS, PaaS, IaaS), but cloud computing in its most basic form is a means to leverage the Internet as a standardized technology platform linking and sharing Web-based solutions, platforms, and infrastructures across multiple environments.

Because of the short-term impact and minimal support requirements, Software as a Service, or SaaS, is the most popular model for all but the largest professional services firms.  In a recent survey by ITSMA, 74% of respondents indicate they are using SaaS offerings today for office/productivity applications, 66% for email/communications, 50% for financials, and 45% for customer relationship management

Because of the highly decentralized and mobile nature of the industry, when assessing cloud solutions there are a number of areas that PSO’s need to focus on.

  • Easy Connectivity – Whether booting up a work station in the home office or logging onto the company portal from a coffee shop, staff need to be able to securely connect to the applications and information that are stored in the cloud.
  • Accessibility – Round-the-clock access and support. Accessibility needs to be a given, in order to allow PSOs to make real-time decisions regardless of their dispersed teams’ locations or time zones.
  • Continuity – Ensuring customers have continuous access to information.
  • Collaboration Capabilities – As staff becomes further and further removed from a centralized location, effective feedback and collaboration become more important. Cloud-based collaboration tools delivered by centralized wikis, dashboards, and portals are as necessary as access to a laptop.
  • Regulatory and Industry Compliance – Most professional services firms deal with confidential customer information that requires infrastructure and capabilities (like email archiving and legal hold) that meet these requirements.
  • Security – The combination of sensitive customer data and valuable company data, and the need for extra company collaboration drives requirements for a highly secure infrastructure and a flexible security model.

The Microsoft Cloud provides the mobile capabilities that professional services need.

Office 365 provides familiar Office tools enabling staff to create, edit, and share from traditional laptops or any iOS, Android™, or Windows device with anyone in real time.  Online services like Skype for Business, SharePoint Online, and the new “Teams” app, further support collaboration and communication.

Microsoft Dynamics 365 is Microsoft’s new approach to end-to-end intelligent business applications in the cloud. Dynamics 365 unifies ERP and CRM into one cloud service with new purpose-built apps to manage all your core business functions, including Sales, Customer Service, Finance, Field Service, Operations, Marketing and Project Service Automation.  With native integration to Office 365, universal browser access, and mobile apps for iOS, Android™, or Windows devices, employees can have secure access to all the information, services, and resources they need wherever work takes them.

Services are hosted at Microsoft data centers, offering the most comprehensive set of certifications and attestations of any cloud service provider to ensure organizations comply with national, regional, and industry-specific requirements governing the collection and use of individuals’ data.

With over 800 professional services customers across the US and Canada, SBS Group is the leader in Microsoft solutions for professional services and project-based businesses.  If you are interested in learning more about the Microsoft Cloud for Professional Services, please email us or call 888.725.2555.

Register for our upcoming Professional Services Webcast!

The Microsoft Cloud for Professional Services Firms
Wednesday, January 11th
12 – 1 PM ET

register for webcast

New Podcast: “Why Professional Services Firms are Doubling-Down on Contract Management in 2016” (26 min.)

Professional services firms must consistently win new contracts and successfully deliver comprehensive projects at a profit to succeed. Doing so requires extreme efficiency throughout the organization and careful attention to contract management.

Download or stream our latest podcast to listen while experts from SBS Group and Microsoft explore contract management and revenue recognition for professional services firms AND, why so many firms depend on AXIO for Microsoft Dynamics AX to streamline these processes.


Speakers include Ted Kempf, Director of Service Industries at Microsoft. Prior to joining Microsoft, Ted held senior Industry leadership positions with Deltek, Oracle and PeopleSoft.  He also spent 5 years as principal analyst for Gartner.

You’ll also hear from Robbie Morrison, Vice president of Enterprise Solutions for SBS Group.  Robbie is a well-recognized leader in the Microsoft community, having both owned and held leadership positions with some of the most successful Dynamics consultancies in the US market.

The podcast takes just under 30 minutes to listen to so be sure to download it to your phone or other device to enjoy while you drive to work or get in shape for the 5k! (Right-click on hyperlink and select “save as” to download without streaming)

More on this Topic:  If you like this podcast, you’ll also be interested in a blog post written by Robbie Morrison on this subject, titled: “Advanced Contract Management in Dynamics AX is a Breeze for High Tech Services Firms with AXIO”

To get in touch with either of these thought leaders directly, please reach out to us at or just fill in the contact form on our website at




NAV Directions Update: NAV 2015 Available on 10/1!

SBS Group’s NAV team is heading back from the NAV Directions conference in San Diego, CA after taking a sneak peek at the new version of Microsoft Dynamics NAV 2015. Our team will have the new version within the next few days in order to bring you some great demos of new features and functionality of NAV 2015, which will become generally available on October 1st.


Eggert Olafsson, SBS Group’s NAV Practice Director, attended the meeting and was very excited to share new details.

There are some great new features revealed that will certainly improve and strengthen the Dynamics NAV offering and make it even better than before. How about this; users can now design their documents like sales invoices using Microsoft Office Word, import them into Dynamics NAV with nice formatting, colors, graphics and more.

Help “popups” for functions when you scroll over them, optional simplified user interface for tablet users for productivity to name a few. Simplicity is the buzz word for Dynamics NAV 2015 and we are very excited about it.

There will be no shortage of solutions for NAV customers, with many SBS partners planning to improve their productivity tools in the NAV area, along with Office 365, Mobility, and Cloud solutions. There is a clear direction, focusing heavily on mobile and cloud solutions with multiple hosting options to fit the varying needs of consumers. The conference has our NAV team excited to bring these new opportunities to our customers.

If you would like more information on NAV Directions or NAV 2015 you can contact us here.



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