Check out Progressus: Dynamics 365 and NAV for Small and Mid-sized Services Companies

We often host webcasts or author blog posts intended to share our expertise in the professional services sector and get the word out on our solutions for Microsoft Dynamics 365.  Recently, we’ve written about AXIO for Dynamics 365, Enterprise addition for large professional services companies with complex requirements.  And, we’ve written about Dynamics 365 PSA for companies less focused on project accounting and more reliant on up-front WBS (work breakdown structure) and bid management.

Today, I’m announcing our next webcast that will focus on Progressus, a Microsoft Dynamics 365, Business edition and NAV cloud solution designed for small and mid-sized Professional Services companies.

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JOIN AND LEARN:

  • Why Microsoft Dynamics 365 and Progressus are trending in the services sector
  • How integrated project management and project accounting can dramatically improve operations and enhance your customer’s experience.
  • Where to find that extra 10% of utilization and the predictive analytics you need to forecast accurately.

Already a Dynamics SL, NAV, GP or 365 customer interested in enhancing your Dynamics experience? Want to find out if the Microsoft Cloud is right for you? Either way, this brief, information-packed webcast will give you the answers you’re looking for.

If December 15th doesn’t work for you – register and we’ll send you a live recording of the event.

We hope to see you there on the 15th!

Dave Wallen, VP Marketing
SBS Group

Grow and Compete in the Global Professional Services Market with Microsoft Dynamics 365 and Progressus Software

The professional services market has gone global.  Growth today demands the ability to serve customers with global requirements and the capabilities to go toe-to-toe with global completion.  Succeeding in the global market requires organizational agility driven by insight into customers and operations.  You need to optimize your mix of solution, services, and markets and manage your resources to profitably provide services that drive customer loyalty and repeat business while providing your staff systems and resources to streamline operations.

Stand-alone professional services automation can drive improved operations, but real insights require integration between accounting, project accounting, and project management.  You need a professional services automation solution that will integrate seamlessly with your ERP solution so that projects, resources, and skill-sets are managed efficiently no matter the country or currency. Custom integration is costly and complex.  State-of-the-art systems with robust ERP and PSA functionality used to be too expensive for most firms.  But Microsoft Dynamics 365 and Progressus Software have changed that!

Our solution provides all the capabilities needed to manage professional services and project-based businesses of any size – operating in any geography. Functionality spans all the important processes in your firm – resource management, project management, sales and marketing, human capital management, and financial management – to give you unparalleled insight and control of all of your critical business functions. Built on the Microsoft Dynamics platform, it is constructed for the cloud and provides role-based clients optimized for any browser or mobile device.

From integration with Microsoft Dynamics and Office 365 to advanced project accounting and project portfolio optimization, Progressus Software is able to support the multi-language, multi-country and multi-currency capabilities you need to grow and compete in the global marketplace. Watch how Progressus Software can help growing professional services firms like yours go global!

Progressus Software

Progressus is a next-generation Professional Services Automation and ERP software solution, mobile-enabled and architected for the intelligent cloud. Progressus is built on the Microsoft Dynamics 365 platform and can be deployed on-premise or in the cloud. Customers can access their solution through role-based interfaces on their desktop, in a browser, or with a native mobile app on a tablet or mobile device.

As a Dynamics 365-based solution, Progressus is rapidly deployed with minimal configuration, but it is built on an agile development platform supporting unlimited customization and integration using standard development technologies – allowing you to use in-house resources to modify or extend the system.


Learn more about Progressus Software on Microsoft Dynamics 365.

progressus software

Professional Services Automation for Office 365 – Never Leave Outlook!

A productive worker is often times a happy employee. Nothing slows a worker down more than having to deal with multiple software systems and solutions and toggling back and forth between them. Additionally, differing information, contacts and tasks between systems can be quite the headache since they end up having to keep mental track of everything they are dealing with. These problems that arise for professional services firms beg for some solution/system integration.

Enter Office 365… Office 365 has become a leading set of solutions for innovative and powerful companies across the globe. Office 365 provides employees with the familiar productivity tools the know and love (Microsoft Excel, Word, PowerPoint, Outlook and OneNote) from wherever they are in the world. Well, now professional services firms can take special advantage of Office 365.

Well, now professional services firms can take special advantage of Office 365. Progressus Software directly integrates with Office 365 – combining Microsoft’s productivity solutions with the leading professional services automation on the market. This enables workers to toggle between Outlook, Dynamics 365, Excel and much more!

Progressus Software

Progressus is a next-generation Professional Services Automation and ERP software solution, mobile-enabled and architected for the intelligent cloud. It provides all the capabilities needed to manage professional services and project-based businesses of any size – operating in any geography. Functionality spans all the important processes in your firm – resource management, project management, sales and marketing, human capital management, and financial management – to give you unparalleled insight and control of all of your critical business functions.

Progressus is built on the Microsoft Dynamics 365 platform and can be deployed on-premise or in the cloud. Customers can access their solution through role-based interfaces on their desktop, in a browser, or with a native mobile app on a tablet or mobile device.

As a Dynamics 365-based solution, Progressus is rapidly deployed with minimal configuration, but it is built on an agile development platform supporting unlimited customization and integration using standard development technologies – allowing you to use in-house resources to modify or extend the system.


Learn more about Progressus Software on Microsoft Dynamics 365.

progressus software

Easy Project Setup on Microsoft Dynamics 365

If you are looking for a professional services automation solution for Dynamics 365 for your small to medium sized business, Progressus Software is the perfect fit for you.

Rapid project set up boosts productivity and enable project managers to focus on the more important work. Progressus features a Project Set Up Wizard letting users create projects with just a few clicks of the mouse.

On Progressus Software, a next-generation Professional Services Automation and ERP software, mobile-enabled and architected for the intelligent cloud, project setup is made simple. By just going through a few easy steps, employees can create and manage projects right on Microsoft Dynamics 365!

Watch as a Progressus expert demonstrates how someone can create a project in under one minute!

Progressus Software

Progressus is a next-generation Professional Services Automation and ERP software solution, mobile-enabled and architected for the intelligent cloud. It provides all the capabilities needed to manage professional services and project-based businesses of any size – operating in any geography. Functionality spans all the important processes in your firm – resource management, project management, sales and marketing, human capital management, and financial management – to give you unparalleled insight and control of all of your critical business functions.

Progressus is built on the Microsoft Dynamics 365 platform and can be deployed on-premise or in the cloud. Customers can access their solution through role-based interfaces on their desktop, in a browser, or with a native mobile app on a tablet or mobile device.

As a Dynamics 365-based solution, Progressus is rapidly deployed with minimal configuration, but it is built on an agile development platform supporting unlimited customization and integration using standard development technologies – allowing you to use in-house resources to modify or extend the system.


Learn more about Progressus Software and watch an overview video!

progressus software

Say Hello to Microsoft Dynamics 365

It’s November 1st and for all those in the Microsoft Dynamics community, it feels like Christmas morning. Microsoft Dynamics 365 is finally here.

So without further ado, it’s time you get to know our beloved Dynamics 365!

name is dynamics 365

What is Dynamics 365?

Microsoft Dynamics 365 is Microsoft’s next generation of business apps in the cloud – a 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.

Dynamics 365 uses a common data model with deep integrations to Office 365 to seamlessly connect business apps with collaboration and productivity tools like email, spreadsheets and word processing documents. With built-in intelligence tools and a flexible, extensible platform, Dynamics 365 enables companies to stay nimble, adapt and innovate in real time.

Dynamics 365 applications are:

  1. Purpose Built: tailored for businesses and its users.
  2. Productive: directly integrated with familiar Office 365 applications such as Excel and Outlook.
  3. Intelligent: allow users better insight into their processes and customer data so they can make better decisions.
  4. Adaptable: start off with what you need and as your business grows, so can Dynamics 365.

dynamics 365

The Basics of Dynamics 365

Dynamics 365 for Financials

Dynamics 365 for Financials helps small and midsized businesses manage their financials, sales, service, and operations with a business management solution that’s connecting people and processes like never before. Previously known as Project Madeira, Dynamics 365 for Financials is a perfect ERP solution for those small-to-medium sized businesses looking for a comprehensive and powerful business solution.

Visit our Dynamics 365 for Financials page to learn all it has to offer.

What’s the Price?

Dynamics 365 for Financials offers a competitive pricing structure. Visit the Dynamics 365 Business Edition Pricing and Implementation Costs page to see exact numbers!

Want to see Dynamics 365 for Financials in action?

Watch these Microsoft Dynamics 365 for Financials demos!

Dynamics 365 for Operations

Dynamics 365 for Operations enables businesses to make smarter decisions, redesign business processes faster and fuel business growth. Designed for enterprise-sized firms 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.

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, 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. Additionally, embedded Power BI capabilities allow users to see real-time business insights right in their dashboard.

The name is a bit confusing, but do not mix this up: Dynamics 365 for Operations has full core financial functionalities. Enterprise firms buying Dynamics 365 for Operations do not need to buy Dynamics 365 for Financials as well.

Visit our Dynamics 365 for Operations web page to learn more about the enterprise level business solution!

What Else Does Dynamics 365 Entail?

business apps dynamics 365

Dynamics 365 for Field Service

Dynamics 365 for Field Service empowers companies to deliver predictive and proactive service to improve customer satisfaction, first-time fix rates and resource productivity through advanced scheduling, resource optimization, and mobile enablement. That’s right – finally, a solution to handle all your, and your field workers, service needs!

Offered as a SaaS solution, Dynamics 365 for Field Service integrates with all other Dynamics 365 applications (Financials, Operations, Sales, etc.) as well as Office 365 to boost productivity, eliminate context switching, and enable successful end-to-end customer engagement.

Visit our Dynamics 365 for Field Service page to read how you can improve your customer satisfaction!

Dynamics 365 for Sales

Microsoft has announced the release of Dynamics 365 for Sales will be coming this spring! This will incorporate the sales modules of Dynamics CRM Online. We also wouldn’t be surprised to see the powerful sales capabilities of LinkedIn make an entrance in this module.

Visit our Dynamics 365 for Sales page to learn more!

Dynamics 365 for Marketing

Just like Dynamics 365 for Sales, Dynamics 365 for Marketing will be released this upcoming spring. Microsoft Dynamics 365 Marketing will no longer be sold to new customers starting today. Dynamics 365 for Marketing will include functionality to model and manage customer journeys across marketing and sales, lead management across marketing and sales, and sharing the same Dynamics 365 platform as the Sales app. Additionally, the spring release of Dynamics 365 for Marketing will have powerful capabilities for email marketing, event management, landing pages and lead management.

Dynamics 365 for Customer Service

Microsoft Dynamics 365 for Customer Service helps companies deliver amazing experiences, and build trust, loyalty and insight. This application empowers agents within the organization with the right tools and information to meet customer demands.

As service organizations work to meet customers’ expectations, they are met with new and increasing challenges. Dynamics 365 for Customer Service seeks to empower agents with the right tools and information to meet evolving demands and deliver amazing customer experiences.

Visit our Dynamics 365 for Customer Service page to learn more!

Dynamics 365 for Customer Insights

Dynamics 365 for Customer Insights will be built on top of core Azure Cloud and Cortana Intelligent data services. It will connect directly to your Dynamics 365 data and can also be connected to any other data source. This will help your business build a 360 view of your customer to better understand and engage with your customers in real-time.

Dynamics 365 for Professional Services Automation

This will be the professional services capability that was available on Dynamics CRM Online. Visit our Professional Services Automation Page to learn more.

common data model dynamics 365

How Can We Help?

Professional Services Automation

SBS Group employs a full suite of solutions for professional services firms searching for a professional services automation solution.

For small-to-medium sized firms, Progressus Software, architected by Plumbline Consulting, is a next-generation professional services automation and ERP software, mobile-enabled and architected for the intelligent cloud. Users can access Progressus wherever they are with complete mobile capability through the web or a native mobile app. Progressus is rapidly deployed and built on an agile development platform which supports unlimited personalization and integration.

For enterprise-sized firms, AXIO for Professional Services is a global ERP solution designed specifically for enterprise-level, project-based professional services companies. AXIO for Professional Services, available on AppSource, spans all the important processes in your firm – resource management, project management, marketing, human capital management, and financial management – giving unparalleled insight and control of all of your critical business functions. It is optimized for cloud and provides proven global scalability and enterprise-class extensibility. AXIO is compliant with all GAAP, IFRS, Sarbanes-Oxley, and DCAA requirements.

Distribution

AXIO for Distribution is an end-to-end advanced supply chain management software for distributors. Enabled for Dynamics 365, it includes industry-specific functionalities that cover all the important processes a modern distributor needs: sales and operations planning, demand planning, revenue management, order management, inventory management, business intelligence, procurement management and more.

Built by industry experts, AXIO for Distribution goes beyond traditional enterprise resource planning (ERP) software to tackle the complex needs of today’s distributors and enable business gains.


We are so excited to help our clients with this new innovative solution. Want to learn more about Dynamics 365?

contact us

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