What Additional Project-driven Solutions can Strengthen your Microsoft Investment?

You’ve already made quite an investment in Microsoft technology. And it can be confusing to determine what else works for service and project-driven company like yours. To accelerate your digital transformation, you need a new type of business application. One that breaks down the silos between CRM and ERP, that’s powered by data and intelligence, and helps capture new business opportunities.

In our webcast last week, we covered 10-12 different Microsoft software solutions that can strengthen or round out your Microsoft solutions. We talked about a few different ERP options as well as small and large project management solutions and some really cool apps included with Office 365.

We help you determine how to meet the unique needs of your organization with a modern business platform that makes it easy to tailor and extend Dynamics 365 applications—with little to no code development. Quickly build apps, automate workflows, and bring additional data insight into your business with the Microsoft business application platform.

If your company provides professional services and relies on delivering successful, profitable projects, then you should check out the recording.

Here are a few products and tools you can expect to see:

* Microsoft ERP Comparison: Dynamics 365, Dynamics SL and Dynamics NAV

* Microsoft CRM and PSA Simplified: Dynamics 365 for Sales and Project Service Automation

* Microsoft Office 365 Hidden Gems: Microsoft Planner, Microsoft Project, Microsoft Teams, SharePoint and Yammer

Don’t worry. We didn’t forget Excel…we know how much you love it!

If you thought Excel was the only tool in the Microsoft arsenal capable of managing projects, you’re going to be surprised.

Recorded Webcast: Microsoft Mash-Up

This is the second in a series of webcasts targeting project-driven companies. This  1-hour recorded webcast pulls a variety of solutions together for project-driven companies, including ERP, Sales, Marketing, Project Management and Business Productivity. Check out upcoming events.

In our recorded webcast, we demonstrate how our clients are utilizing multiple Microsoft solutions to improve project profitability, employee productivity and customer engagement…without breaking the bank. Let me know what you think about the webcast, and send any questions that you may have my way.

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 Robbie-2017products helps SBS Group customers maximize ROI on technology investments.

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.


Tips N Tricks – Working with Microsoft Dynamics NAV 2013

The most recent addition to SBS Group’s Microsoft Dynamics NAV Customer Support Webinar Series takes a look at the new functionality and features in Microsoft Dynamics NAV 2013 version. SBS Group’s seasoned Dynamics NAV consultants, Chris Gilbert and Carl Machamer, shared cool tips, along with some of the new unique tricks, for utilizing NAV 2013.

In this 30-minute session Chris and Carl showcased  how they use some of the most popular features, along with ones that have seen significant changes from past versions. These enhancements include:

  • Advanced Charts – New “Advanced Charts” provide greater user capabilities to enhance business intelligence and user analytics.  New and original charts, including “generic charts” can now be custom-created.
  • Exporting & Importing to Excel – Any report or journal template can be exported to Excel, and Excel files can also be imported back into Navision.
  • Role Customizations –Flexible for users to design unique layouts of their roles and new tabs including Quick Entry, Freeze Pane and Fast Tabs utilize space more efficiently.
  • File Attachments – Easy “Drag & Drop” feature to quickly add files and simple modifications can be made for enhanced document management capabilities
  • Microsoft One Note integration – Track notes, calls, and related information with OneNote tied directly to the Dynamics NAV records. Allowing simple site collection for easy and efficient record keeping.
  • NAV 2013 Web Client – Access to Navision anytime and anywhere…various user options including “Limited User” provides view-only access rights at a cost-effective rate.
  • Notifications – Send alerts synched to Microsoft Outlook to large teams, small groups or individuals.


Interested in learning more? Watch the full 30-minute presentation for more tips and tricks on Dynamics NAV’s most commonly used and valuable features.  Watch it here! As a Gold Microsoft Partner, SBS Group works with businesses across the U.S. to implement, consult, train and support multiple business management solutions including Dynamics NAV. Contact SBS Group at 888.725.2555 or visit: http://www.sbsgroupusa.com/Pages/Contact-Us.aspx.


By: SBS Group – New Jersey Microsoft Dynamics AX, NAV, CRM, SL, & GP Partner & Microsoft Master VAR

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