Microsoft Dynamics SL helps small and midsize organizations operate more effectively. The latest version—Microsoft Dynamics SL 7.0—empowers your employees, managers, customers, and vendors to be even more productive. It also helps increase effectiveness by providing the tools your people need to view and process data based on the permissions that you establish.
Enhancements to this latest version include new RoleTailored menus that make it easy for your people to focus on functions they need to do their jobs more efficiently. New reporting tools also help people better understand what is happening in the business. Microsoft Dynamics SL 7.0 is built with Microsoft Visual Studio 2005, providing new tools for developers and interfaces to products like Microsoft SQL Reporting Services.
Enable employees to focus on business tasks. New but familiar design themes and a new user interface make Microsoft Dynamics SL easy to learn and cost effective. RoleTailored menus direct your employees to the functions they need to do their jobs more efficiently.
Personalize tasks and information to make jobs easier for employees. Create step-by-step menus to streamline and standardize your business processes. Pre-configured screens determine the functions and information employees can access through the Web portal.
Manage customer communications effectively and improve order management efficiency with Quick Send. Use Electronic Documents Delivery to send purchase orders and invoices in e-mail or fax, in the format your customers or vendors prefer.
Provide managers and executives with decision-driving insight. Enhance project and distribution performance. New capabilities help maximize productivity, improve operational control, and provide quick access to timely, accurate information.
Find the information you need, when you need it, in a context that is meaningful by using enhanced reporting functionality. Easy-to-use tools help your people tailor standard reports and information views. Get detailed information from any module, access information and up-to-date reports from your Web browser, and schedule and distribute reports automatically.
Create and share interactive scorecards by bringing operations and finance data such as projects, sales, inventory, customers, accruals, revenues, budgets, and more, into BIO for Microsoft Dynamics SL. Then, share the scorecards by using Internet Explorer, the Microsoft Office system, or other applications you already use.
Connect your people, your customers, and your company. Unify project, financial, sales, and operational information and processes across your business. Employees can collaborate with each other and with customers and partners quickly and easily. Flexible architecture and customization tools help your organization integrate applications and extend functionality to meet industry-specific needs.
Extend access to information by using the Microsoft Business Portal to set up and edit new and existing projects from remote locations and client sites—all without logging in to Microsoft Dynamics SL 7.0. Expanded document sharing includes access to blogs, wikis, and RSS feeds.
Integrate with Microsoft products by combining the project accounting strengths of Microsoft Dynamics SL with the Enterprise project management version of Microsoft Office Project resources, skills, and project management.
Manage resources efficiently by using Microsoft Dynamics SL integrated functionality. Gain Web-based access to information and processes. And automate everyday tasks by using product-wide workflow.
You can match your unique business needs with hundreds of industry-specific applications. Solutions developed by ISVs can provide you with a complete business management system.
Connect across your business by building on the open architecture of Microsoft Dynamics SL and Microsoft SQL Server technologies. The e-business capabilities of Electronic Data Interchange (EDI) help to integrate information and centralize access. New connectivity helps employees working from any location to communicate effectively with partners and customers around the world.
Adapt your solution to meet specialized business needs. Microsoft Dynamics SL is designed to help you build for change and growth. Integrated capabilities, automated accounting, and instantly accessible information help to speed closing time and improve cash flow.
Connect project accounting, distribution, financial management, field service, and payroll by using integrated processes and data. Whether you are a single company or a multi-company organization, you can link every aspect of your business.
Improve your business performance and increase cash flow and profits with faster closing times, improved capture of billable transactions, increased collections, efficient payroll management, and updated accounts-payable processes. The new Pay-When-Paid feature releases payment vouchers to subcontractors when the associated customer invoice is paid. This ensures your subcontractors get paid only when your customers are satisfied.
New features in Microsoft Dynamics SL 7.0
Microsoft Dynamics SL 7.0 is written in the latest version of Visual Basic 2005, making it .NET compliant.
Integrated Windows Authentication associates each user's computer logon to their Microsoft Dynamics SL 7.0 logon.
The intuitive user interface is similar to the 2007 Microsoft Office system.
Configure RoleTailored menus and home pages.
Create and display custom home pages for people using the application.
The business solution is compatible with Windows Vista and the 2007 Microsoft Office system.
The Pay-When-Paid feature releases subcontract vouchers to be paid only when the associated customer invoice is paid.
The Quick Send feature enables Electronic Document Delivery of purchase orders and invoices.
Project management and accounting
Foreign currencies and a Value Added Tax (VAT) line item are now accepted in the Expense Report entry program.
Enhanced multi-currency, Scheduled Billings, and Billing by Percent Complete features can produce bills in the currency and format of each project.
You can enter invoice line types and preventive maintenance tasks in Generate PM Service Calls.
Specify a different customer ID on a service contract attached to a master contract in Service Contract Entry.
Graphical Dispatch Board (SD.900.00) now also filters the views in Dispatch-View Maintenance.
Microsoft Dynamics SL Business Portal
No logon is needed to gain remote access to Microsoft Dynamics SL Project Maintenance program when using Business Portal.
New access to Microsoft Windows SharePoint Services 3.0 features includes blogs, wikis, and RSS feeds.
Microsoft Dynamics SL Business Portal is compatible with Microsoft Windows SharePoint Server 3.0.
Analyze and track up to 900 business activities within the Microsoft Dynamics SL database.
Access reports written in SQL Server Reporting services for SQL Server 2005 directly from Microsoft Dynamics SL 7.0.
New Microsoft FRx 6.7 SP9 enables Microsoft FRx 6.7 compatibility with Microsoft Dynamics SL 7.0.
What’s new in the Feature Pack for Microsoft Dynamics SL 7.0
The Feature Pack for Microsoft Dynamics SL 7.0 focuses on employee and team collaboration and productivity in order to help companies improve efficiency – in overall usability as well as with commonly used service and financial tasks. The capabilities of Microsoft Dynamics SL and Office Project 2007 are brought together in Office Project Professional and Business Portal to deliver financial insight to project managers, and the task of keeping project management and accounting connected and in sync is smoothed. Teamwork can be improved with easy access to project, vendor, and customer documents. You can easily create document workspaces and repositories when creating new projects or adding customers or vendors, without the day to day involvement of the IT team.
With these new and improved features, your people can enjoy increased ease of use and improved productivity.
Hard close. You now have the option to allow or prevent postings to previous periods or fiscal years by using the hard close feature to lock down prior period and fiscal year reporting.
Inquiry screen sorting. People can find the information they need by sorting selected data simply by clicking on the column heading.
Business date security. Additional security to control access to the business date will be available only to the administrator role and to those who have been granted update rights so that entries reflect the current business date.
Payroll void check enhancement. You can now void payroll checks from different periods in the current period and reissue a payroll check. In response, a warning prompt confirms when the check will be voided.
Graphical Dispatch Board. The Graphical Dispatch Board provides new e-mail, search, and view options to enhance the dispatch process.
DocShare – Publish to SharePoint. The new DocShare capability can create and connect SharePoint sites related to Microsoft Dynamics SL customers, vendors and projects, enabling team members and employees to easily access certain project and customer documents. The types of documents that can be published to a SharePoint site include:
Flexible billings invoices.
Accounts receivable statements.
Order management order confirmations.
Order management invoices.
Order management shipping notices.
Purchasing print purchase orders.
Flexible construction billings.
Project Flexible Time Entry for Business Portal.Time entry can be made for multiple types of entries (overtime, regular time) as well as provides the ability to enter multiple notes such as invoice comments and internal notes, and you can now view an expanded date range. New flexible time entry features include:
Flexible time periods display and entry: Day, week, bi-weekly, semi-monthly, monthly (based on week maintenance setup).
User-definable interface can display multiple weeks and timecards at once.
Entry of time against the new subtask feature.
New notes/comments entry capability.
Audit trail capability.
Modifications to timecard print and time and expense screens to accommodate time periods greater than seven days.
Microsoft Office Project 2007 Connector. The new Microsoft Dynamics SL 7.0 connector to Microsoft Office Project 2007 efficiently brings together project accounting and project management. The touch-points Project Connector delivers include:
Actual labor posting.
Two-way project-task-team data integration.
Project budget calculation.
New end-user interface.
Quick Send. Quick Send capabilities have been expanded to also help you transmit accounts receivable statements, order management, order confirmations, shipping notices, and payroll direct deposit advice slips, by e-mail or fax. The Quick Send feature will also be enhanced to send a document (except for payroll direct deposit advice slips) to more than one recipient.