New Video Release: CRM (Dynamics 365 for Sales) Integration with Dynamics 365 for Financials (3 min)

One of the great things about Dynamics 365 is the native integration between different business functions. This short video is for current and prospective Microsoft Dynamics 365 for Financials customers looking for integration with a CRM application, in this case, Dynamics 365 for Sales.

In the past, financial applications that the accounting team used have been separate from the sales applications that the marketing and sales team used. This was important because these two divisions needed different information and needed easy access to only that information. However, maintaining, cross-referencing and updating two separate applications is incredibly difficult. What happens if a customer’s address changed? The accounting team may have taken note of the new address, but marketing and sales are using the old address. Someone forgot to update the address change in the sales application. Wouldn’t it be nice if you didn’t have to repeat the same task in two applications?

Microsoft Dynamics 365 for Financials is directly integrated with Dynamics 365 for Sales (CRM). This means that if a customer’s address changes, you only need to make the change in one application and it is automatically reflected in the other. What a time saver! Now, the whole company is on the same solution – giving everyone the most up-to-date information possible. There are many more features of Dynamics 365 for Financials integration with Dynamics 365 for Sales!

Watch as a Dynamics 365 expert demonstrates the capabilities of CRM (Dynamics 365 for Sales) integration with Dynamics 365 for Financials!


Watch what is possible on Dynamics 365 for Financials!

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New Video Release: Microsoft Outlook Integration with Dynamics 365 for Financials (2 min 44 sec)

This short video is for current and prospective Microsoft Dynamics 365 for Financials customers looking for integration with Microsoft Outlook.

Think of your typical day at work… What application do you use most often? What window is always open on your computer?

I’ll take an educated guess and say that you spend a large majority of your day in Microsoft Outlook or some other email platform. Replying to emails, sending documents and scheduling meetings take up more time than you probably realize. As such, Outlook needs to be a place where you can accomplish your tasks quickly and efficiently. The less time you spend toggling between windows and applications, the better.

Microsoft Outlook now has direct integration with Dynamics 365 for Financials. What does that mean? Well, it means you can complete basic tasks in Outlook that you would’ve previously had to complete in your ERP solution – like editing and sending documents, creating orders and invoices, and drilling down into customer data. Now, Dynamics 365 for Financials users with Outlook don’t need to switch applications or windows. By simply clicking on the Financials tab in Outlook, they are able to see an expanded pane of customer information as well as complete a variety of functions.

Watch below as a Dynamics 365 for Financials expert shows you the capabilities of Outlook integration.


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SBS Group Announces Online Marketplace Availability of Microsoft Dynamics 365 for Financials

SBS Group is the first Microsoft Partner to offer electronic purchasing of Microsoft Dynamics 365 for Financials.

SBS Group, a leading technology firm and industry innovator, is ready and prepared to offer Microsoft Dynamics 365 for Financials to its customers and prospects. Furthermore, SBS Group provides interested businesses a set of Dynamics 365 for Financials packages to satisfy the complexity of businesses’ financial management needs.

Microsoft Dynamics 365 for Financials is Microsoft’s revolutionary business solution for small-to-medium sized businesses. Dynamics 365 was officially made available for purchase on November 1, 2016. Dynamics 365 for Financials helps businesses manage their financial, sales, service and operational needs in one comprehensive, powerful solution.

“Through months of preparation and planning, I am proud to say SBS Group is one of the first partners fully able to implement and support Microsoft Dynamics 365 for Financials to our clients and prospects,” said James Bowman, President and Chief Executive Officer of SBS Group. “To allow our clients and prospects a seamless online experience, our online marketplace allows them to subscribe to the entire Dynamics 365 lineup completely online – making us the first Microsoft partner in the US to offer these services.”

SBS Group is the first Microsoft Partner to provide online purchasing capabilities for companies interested in Microsoft Dynamics 365 for Financials. Interested businesses can visit shop.sbsgroupusa.com to access Dynamics 365 for Financials pricing and product information. The online, mobile-capable, marketplace streamlines the order process for the customer from accessing additional product information to comparing solution packages to, ultimately, purchasing a Dynamics 365 for Financials package.

Learn more about Microsoft Dynamics 365 for Financials at http://www.sbsgroupusa.com/solutions/microsoft-dynamics-365/financials.

About SBS Group
SBS Group is a national Microsoft master VAR (Value Added Reseller) with Gold level competency in enterprise resource planning (ERP) and customer relationship management (CRM). Over the past 30 years, they have been recognized as Microsoft Partner of the Year, Inner Circle Member and Microsoft President’s Club member multiple times. The company is headquartered in Edison, New Jersey and operates offices across North America. For more information, please visit SBS Group’s website at http://www.sbsgroupusa.com. Follow us on LinkedIn at http://www.linkedin.com/company/sbs-group, on Twitter at http://www.twitter.com/sbsgroup and find us on Facebook at http://www.facebook.com/SBSGroupUSA.


To read the full release, click here.

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