Category Archives: Microsoft

Quickly view and edit your Business Central data in Microsoft Excel

Microsoft Dynamics 365 Business Central is a top choice for small to medium sized business for many reason including its native integration with Microsoft Business Applications that you are already using to manage your store. One of the most powerful integrations is with Microsoft Excel.

With Excel and Business Central you can easily export business data to excel. This allows you to quickly use the power features and tools of excel with just a click of a button. You can view, edit and analyze your data. This includes using Excel’s charts, graphs and functions. Once you are done you can sync your data back into Business Central with just a click. You can also use Excel to edit tables and data that could be cumbersome to edit one in at time. Watch the video below to see how fast and easy it is to view and edit your data in Excel.

Interested in learning more? Contact [email protected] to learn how Business Central can streamline your business processes.

Tight integration between Microsoft Dynamics 365 Business Central and Shopify.

Easily setup an e-commerce online store for your business while managing your brick and mortar store, all with one system. Microsoft Dynamics 365 Business Central’s integration with Shopify allows you to efficiently manage your online store, items, customers, orders, customer pickup, shipments and deliveries. Then optionally extend your selling electronically to Amazon, eBay, Houzz, Wayfair and many more.

Shopify is the largest e-commerce provider, is easily customizable and is simple to use. Chances are you have been making many of your own purchases from Shopify e-commerce stores all over the world. Synchronization with Microsoft Dynamics 365 Business Central is bi-directional. Add thousands of 365 Business Central items to your Shopify store electronically and electronically download Shopify orders into 365 Business Central for fulfillment.

Integrating Business Central with Shopify will allow you to manage your online sales, delivery or customer pickup from the same system where you manage the rest of your retail or wholesale business. To view a sample store, click here! Contact System Solutions today to learn how to get started using Microsoft Dynamics 365 Business Central and Shopify.

If you would like to learn more about Microsoft Dynamics 365 Business Central, please email us or call 860-781-7136.

ERP Comparison: Where Does Microsoft Dynamics 365 Land?

Comparing ERP and business management systems can be time consuming and difficult, with infinite resources comparing various aspects of each system. A reputable source for ERP comparison is Nucleus Research’s ERP Technology Value Matrix 2017. This report analyzes prominent ERP trends for the year, as well as the top ERP systems in the market.

The most notable trend in the ERP market for 2017 is “verticalization” with cloud-based offerings. The shift in the ERP market moving toward cloud technology carries over from 2016 to 2017. However, as the ERP cloud offerings mature, vendors are “looking to diversify from the one-size-fits-all model, delivering more industry-specific capabilities out of the box”. Many product suites are now expanding capabilities to include solutions tailored to different industries – we see this with vendors now offering cloud solutions specifically for SMB’s, or for manufacturing enterprises.

After a market analysis, Nucleus Research’s ERP Technology Value Matrix 2017 places each ERP vendor into one of four categories: Core Providers indicate low usability and low functionality, Experts represent low usability and high functionality, Facilitators signify high usability and low functionality, and Leaders refer to both high usability and high functionality.

Some vendor positions have changed from the ERP Technology Value Matrix 2016 to the matrix above for 2017. A few vendors have shifted categories: Epicor was previously a Leader, and is now listed as a Facilitator, marking a decrease in functionality. The same occurs with NetSuite, and also with IQMS as an Expert to a Core Provider. Rootstock and FinancialForce have increased usability and functionality respectively, upgrading them both in the Leader category this year. Some vendors improved their position within their current category, such as Infor, Quad, and Aptean.

One vendor that stands out from 2016 to 2017 is Microsoft, who has held a firm placement in the Leader category for both years, with a projection to continue improving in both usability and functionality. In the report, Microsoft is also noted for its verticalization, providing many options for different industries with the Microsoft Dynamics 365 product suite, as well as working with independent software vendors (ISV) to develop and list industry-specific solutions on AppSource.  While there are many vendors analyzed in this matrix, Microsoft seems to be leading the pack.

If you would like to learn more about Microsoft Dynamics 365,
please email us or call 860-781-7136.

Process EMV Transactions In Microsoft Dynamics 365 For Operations (Dynamics AX)

System Solutions has developed a new integration for Microsoft Dynamics 365 For Operations, previously called Microsoft Dynamics AX, which allows users to process EMV chip and pin transactions. The Microsoft Dynamics 365 For Operations (Dynamics AX) EMV Integration allows retailers, wholesalers, and distributors to process various types of EMV transactions, including sales, returns, voids, and more.

Since 2015, retailers have been changing their method of credit card processing to EMV to comply with regulations. This integration makes it easy for Microsoft Dynamics 365 For Operations users to do the same. More capabilities include:

EMV processing for Microsoft Dynamics 365 For Operations is supported by the following processors: Mercury, first Data, TSYS, Sterling, Worldpay, Heartland, Chase Paymentech, Global Payments, Vantiv, and more.

If you would like to learn more about the Microsoft Dynamics 365 For Operations (Dynamics AX) integration from System Solutions, please read the brochure, watch it in action, or talk to a sales representative by emailing us or calling 860-781-6470.

Press Release: Microsoft Dynamics EMV Chip and Pin Integration and House Account Signature on ISC250 Released for Microsoft RMS

Glastonbury, CT, October 11, 2016 –(PR.com)– System Solutions has released software for the Microsoft RMS EMV Chip and Pin Integration. This software enables retailers with Microsoft RMS to process EMV transactions using Verifone VX805 and Ingenico ISC250, including House Account signature capture. EMV Processing is available for the following processors: Chase Paymentech, First Data, Heartland, Mercury Payments, Sterling, TSYS, Worldpay, and Vantiv. The integration now also supports Apple Pay, Google Pay, Samsung Pay, and more.

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How It Works
The integration works directly with Datacap NETePay software which has been adopted by all major processors. The Datacap software communicates with the Chip and Pin device and sends the combined credit card transaction information to the credit card processor for authorization. House Account signatures can also be captured and printed on an Ingenico ISC250. The integration makes the fastest, lowest cost solution for Microsoft RMS point of sale users to immediately process EMV transactions.

Benefits
Microsoft RMS is widely used across the United States and many other countries around the world. The EMV liability transfer effective October 1, 2015 requires merchants to be able to process EMV transactions or take financial responsibility for fraudulent in-store card purchases. System Solutions is well known for Microsoft RMS implementations and integrations supporting many Ingenico and Verifone devices past and present. “The RMS EMV Chip and Pin Integration makes the fastest, lowest cost solution to become EMV compliant now, and maintain future flexibility in choosing credit card processors and devices as more processors become certified on Datacap,” says Dave Durrenberger of System Solutions, a Microsoft RMS Certified Partner.

For more information, watch the video or email us at System Solutions.

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Press Release: Microsoft Dynamics Firearms Retail Software Now Released for Microsoft Dynamics AX

System Solutions Releases Electronic Bound Book and Electronic Form 4473 for Microsoft AX

GLASTONBURY, Conn., Oct. 11, 2016 /PRNewswire/ — System Solutions has released the Microsoft Dynamics AX version of Firearms Bound Book and Electronic Form 4473. This popular software replaces the manual Firearms Bound Book system, and provides electronic processing of Form 4473 and FBI NICS. Microsoft Dynamics AX tracks serialized firearms and general inventory from receipt through sales, holds, layaways, returns and more. The integration provides an easy solution for selling and trading firearms and ammunition in the store front, and managing inventory in the back.

Capabilities
Microsoft Dynamics AX’s Firearms integration includes electronic Firearms Bound Book and electronic Form 4473. Microsoft Dynamics AX is an end to end retail system with many more features and benefits than proprietary systems, including point of sale, procurement, service management, accounting, inventory management, mobility, and omni-channel retail. The Firearms integration allows firearms dealers, sporting goods dealers and other niche retail stores selling firearms and ammunition to process electronic: ATF Form 4473, FBI NICS background check and other forms and transactions within the Microsoft Dynamics AX point of sale. “This integration makes the fastest, lowest cost, and complete enterprise management solution to sell and trade firearms and ammunition through point of sale while staying ATF compliant,” says Dave Durrenberger of System Solutions, a Microsoft Dynamics Certified Partner.

ATF Compliance
With Microsoft Dynamics AX, dealers can create purchase orders and process ATF compliant receiving, trades, layaways, sales and returns simultaneously with other items in the store, all while managing customers and inventory. A retailer can stay ATF compliant while maintaining seamless, time saving inventory and check out processes and create a great customer experience.

Long Term Benefits
Microsoft is the leader in PC, server, and business software worldwide. Single and multi-store sporting goods, firearms, niche retail, service, and rental stores can purchase Microsoft Dynamics AX POS technology backed by an ecosystem of Microsoft trained retail professionals in every state. “With proprietary point of sale systems, retailers really have limited or no choices when it comes to available features or support options. These companies just don’t have the depth of retail knowledge, money and resources of Microsoft and it’s ecosystem of retail partners,” says Dave Durrenberger of System Solutions.

Watch a Firearms Sale Using Microsoft Dynamics AX with this integration.

For more information on Microsoft AX, email us at System Solutions.

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Why Should Retailers Use The Task Recorder In Microsoft Dynamics AX?

In Microsoft Dynamics AX, there is a unique Task Recorder function. This tool allows you to record any process within the POS system or the Back Office. Processes ranging from Adding a ship-to address for a POS transaction to Invoicing a customer account from a service order can be recorded, saved, and referenced in the  future. The Task Recorder not only automatically  generates a video of the process, but also a Word document with each step detailed and screen shots included.

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How can this tool help my business?

Training employees can be time consuming and difficult, especially when teaching the ins and outs of a POS or ERP system that a new employee has never used before. Hands on training is valuable, there is no doubt about that. But for new team members who may not have experience using POS system, remembering all of the steps for each function can seem daunting. The Task Recorder makes it easy for new or seasoned employees to view steps for any process at any time.

Standardization is hard to maintain for some retailers when managers have different preferences or ways of doing things. One manager may store information under a customer’s name, while another manager is storing information under the customer’s company title. Recording the process using the Task Recorder will show the standard way to complete the process, thus increasing standardization.

Time Saving activities are something all businesses can benefit from (time is money, right?) Let’s say you have hired a new store manager, and it is her first time completing payroll by herself. You have shown her the process step by step a few times, and have answered any questions that came up. However, while completing the task, she forgets how to do one step. Without the Task Recorder, this manager would either have to look online for solutions, call other managers and hope they are available to help, or push off payroll until another manager comes in the next day. With this recording capability, she can simply look under ‘Payroll” in the Task Recorder, and watch a video that you have recorded on exactly how to complete it, jogging her memory of the step she could not remember.

Specific to Your Business process steps are hard to find online. Sure, employees can Google how to do something within your POS system if they are in a jam, but that online explanation or online training video may show a company in a completely different industry than your business, or with different products and services. Having recorded process steps easily accessible and showing your business’s actual products, services, and customers generates more accurate process completion steps.

This function makes it easy to record and save specific business processes, whether they be complex and long or simple and quick. The records are stored within the Task Recorder itself, and the videos and Word documents can be saved to your computer, shared on your server, emailed to all store locations, etc. To watch the Task Recorder in action, see the video below:

For further information, email our team or call 860-781-6470.