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June 2018
IBG Newsletter
 

Happy Summer!! 

We hope business is well wherever you may be and that you are enjoying the changing of the seasons!  We wanted to keep you up to date on some things that may be of interest to you this month:

In this month's issue:
 

Is Budgeting too Painful?!  Learn how Dynamic Budgets makes it easy!

Join our WEBINAR

Wednesday, June 20th at 11:00 am EST

Join Integrated Business Group and Dynamic Budgets for a webinar that will help you learn about a budgeting solution is first-and-foremost a budgeting solution, which also has live reporting.
We were frustrated that other products were too painful to manage, too complicated for end users, and too expensive; so we changed the rules! Unlimited users, installs in 1 hour, customers can go live within a week. Don’t waste your time and money with CPM Suites which require 100-200 hours to deploy?
Dynamic Budgets makes Powerful Budgeting Easy!

 

Key Features

  • Budgeting
  • Forecasting
  • Payroll Module
  • Fixed & Variable Allocations Module
  • Self-service lookups for end users to retrieve  accounting data (financial summaries, sub ledgers, transactions)
  • Multi-company support
  • Global Variables
  • In-line approval workflow
  • Revision tracking with optional audit trails
  • Direct budget export to ERP to facilitate reporting from Microsoft Management Reporter or FRx
  • Scripts available to automatically synchronize lookups, and export budgets to the ERP
  • Convenient reporting within the application
  • Research and annotate budget vs actual variances 
  • Cash Flow
  • Integrations to enable you to use your reporting tools of choice

Installs and deploys budget templates loaded with historical budgets and actuals in less than 2 hours!


Register Now to learn more about Dynamic Budgets.
 
                       GP Account Rollup Inquiry

Take a look at our GP Tip of the Day from Encore's senior consultant Debra Huntly:


Account Rollup is a little hidden gem very few users know about. It is a way of combining non-related accounts (accounts not in a range) in a nice tabular display. It offers an alternative to comparing account actuals (This Year, Previous Years), budgets and variances. All easily exported to Excel!

Follow these steps to learn how to use this feature:

1. From the Financial Page, Go to Inquiry > Financial > Account Rollup

2. Enter an Option ID. This inquiry can be used again without having to rebuild it.

3. Tabbing off the Option ID gives you the opportunity to save this option. When you click YES, the Account Rollup Inquiry Options window will open. Note: If you have an existing Option, you can click the Modify button to open this window.

4. Sort by: Choose Segment to sort by....Click Here to see more.
 

Capture LinkedIn leads using the Connector for LinkedIn Lead Gen Forms

The Microsoft Dynamics 365 Connector for LinkedIn Lead Gen Forms allows you to automatically sync leads captured on LinkedIn with your Dynamics 365 (online) organization so that your sales and marketing teams can develop and nurture them.


Check out the video below to learn more.

As always, please Contact our Sales Team with any questions or to schedule a demo.
You can also call us at 407-677-0370.
 
Didn't get a chance to join last month's JetReports webinar?!  

Don't Worry!!  There's still Time!

Check out these amazing specials on other Jet Reports products from now until June 27th, 2018:

Jet Professional Promotional Packages:
 

Subscription as low as $199/month!

Starter $275 $199

Corporate $375 $289

Premium $500 $399

Start-Up Fee – Waived! $595 $ 0
 

On-Prem purchased licenses are $1,000 off!

Starter $5,995             $4,995

Corporate $7,995        $6,995

Premium $10,995        $9,995

Call Us Now to learn more!! 407-677-0370

 
GPUG Florida (Jacksonville) Chapter Meeting - Q2 2018

June 14, 11:30 AM - 4:00 PM (ET)
 

Register Now for our 2nd quarter 2018 Jax GPUG Chapter Meeting, hosted by Paul Davis Restoration.


Lunch will be served so please be sure to register in advance to assure you are included in our catering count. Registration and lunch are free for all attendees.
 

*Meeting Agenda:

  • Welcome & Introductions
  • GPUG News & Events

a) Personalized Chapter Logos 
b) Summit 2018 in October

  • Lunch / Networking
  • Sponsor Presentation -
DocStar's Dan Thomson presents AP Automation
  • Member Showcase
  • Educational Session -
Centerprism's Michael Hollingsworth with Microsoft GP 2018 Highlights / 20 Features in 20 Minutes
**Think about the top issues or pains that you're having right now and we'll compile the top 3 for our group to see if Michael has some tips/tricks for us to get through them.
  • Open Discussions / Q&As

Location

Paul Davis Restoration
5210 Belfort Road
Suite 300
Jacksonville, FL 32256 


GPUG Florida (Tampa Bay) Chapter Meeting Q2 2018

June 26, 12:00 PM - 4:00 PM (ET)

Stay tuned for content and speaker updates!
 

  • ​Welcome & Introductions
  • Chapter Business & User Group News
  • Sponsor Presentation - myStaffingPro
  • User Presentation - Jet Reports
  • ISV Presentation - Jet Reports Advanced Topics
  • Roundtable Discussions & Networking
 

Location

Tampa Hillsborough Expressway Authority
1104 E. Twiggs Street
Tampa, FL 33602
 

CRMUG Florida (Jacksonville, Miami, Orlando) Chapter Meeting Q3 2018

August 9, 8:30 AM - 12:30 PM (ET)

Attend this learning and networking opportunity with Dynamics CRM peers. Learn best practices, tips and tricks, and proven results from individual experiences to get the most out of your company's investment.

To get the most out of our chapter, we encourage you to attend whichever Florida meeting is closest to you. But if you cannot attend in person, please consider connecting online or by phone.

Agenda*:

    Welcome & Introductions

    Chapter Business, CRMUG News & Events

    Educational Session 

    Networking/Roundtable Discussions

*Agenda and details subject to change.


Audience: All Dynamics CRM users are welcome. Your CRMUG Membership extends to ALL employees at your company, so we encourage you to invite your colleagues and fellow peers. Partner Members are welcome to attend provided they are accompanied by a customer and they can refer to our Code of Conduct for additional guidelines.

Location

TBD