Talerico-Martin Bakery Selects SBS Group and Dynamics NAV to Address Their Expansion Needs

The SBS Group Blog

Stratos A365 for Dynamics NAV will help Talerico-Martin track and analyze the operation of their business.

SBS Group, a leading information technology services and consulting firm, announced today that Talerico-Martin Bakery selected SBS Group’s Chicago office to implement Microsoft Dynamics NAV for its business. Dynamics NAV was selected after a diligent search process for the right selection to meet Talerico-Martin’s growing needs. Dynamics NAV is an integrated solution for core business processes; in real-time, maintained by a single database management system. The applications that make up the system share data across all the departments and functions in a company.

talerico-martin bakeryTalerico-Martin Bakery is a successful wholesale bakery. The company has two major businesses, fresh doughnuts and frozen bakery goods. The doughnuts are sold at convenience stores in the Midwestern United States. The frozen bakery business primarily supplies school breakfast/lunch programs.

Talerico-Martin’s need for a business…

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

The SBS Group Blog

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…

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New Video Release: Top 5 Features of the PSA Module – Dynamics 365 for Project Service Automation

The SBS Group Blog

This short video is for current and prospective Microsoft Dynamics 365 customers interested in the capabilities of Microsoft Dynamics 365 for Project Service Automation (PSA).

Dynamics 365 for Project Services Automation is a SaaS solution that enables project-based businesses to run more productively, profitably and with higher client satisfaction. It integrates directly with the Microsoft Cloud and other Dynamics 365 applications to help your technology solution set expand as your business expands. Some of the capabilities of Dynamics 365 for PSA include opportunity management, project planning, resource management, team collaboration, time and expenses, customer billing, analytics and integration.

Watch as a Dynamics 365 expert guides you through the Top 5 Features of Dynamics 365 for Project Service Automation!


Watch what is possible on Dynamics 365 for Financials!

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Dynamics 365 Questions & Answers, Part II

The SBS Group Blog

In April, I published a post answering some of the more common Dynamics 365 questions asked by SBS Group customers and other partners.  I have received over 30 responses to that post in as many days so I think it is safe to assume that this is a worthwhile topic.

In this post, I will focus on questions related to Microsoft’s announcement that Dynamics 365 for Operations will be available as an on-premise solution in the second half of 2017, most likely June.  Although I believe that the advantages of a cloud-only ERP deployment almost always outweigh any disadvantages, I recognize that for some companies this just isn’t the right option.

In keeping with the question/answer format, I’ll expand on this below.

What does an On-Premise deployment of Dynamics 365 for Operations mean?

On-Premise is typically defined as software that is installed and runs on computers that are physically on…

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Growth Activities That Can Be Life (And Tax) Changing

The SBS Group Blog

Growth isn’t a one-size-fits-all approach. In fact, companies expend a great deal of energy and resources deciding which pursuits will move the needle the furthest toward achieving specific goals, and where to prioritize their time and investment.

Oftentimes sales and use tax gets left out of this equation, especially when it doesn’t appear to directly correlate to the task at hand. Certain growth activities, like adding new locations, products, or sales channels, instinctively signal a need to alter sales and use tax compliance practices. With others like financing rounds, acquisitions, or technology platform changes, tax implications aren’t as obvious and therefore are more likely to be overlooked. Yet these are often the situations where compliance strategies can have the greatest and most lasting impact.

growth tax

Below is a brief glimpse of how sales and use tax compliance can come into play for 3 business growth activities that can be life (and…

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