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CLIENT SUPPORT

support@synergybusiness.com Technical Support: 503-601-4102 or 206-859-6502

Synergy has dedicated, full time support staff to assist clients with technical issues. Each support staff member has access to Microsoft and our consulting team  to address the depth and breadth of any client question. The following resources equip clients, whether you are learning afresh or considering additional modules or services.

Training User Groups Demos Fact Sheets Financing Events




 

TRAINING


We believe that training is the key to efficient and accurate use of the Dynamics SL software. Synergy regularly offers class room training on the various modules and is happy to arrange custom and on site training sessions when it benefits the client. Also, various manuals and articles below will equip you in Dynamics SL.
  • Description of Classes
  • Class Schedule
  • User Manuals
  • Assistance with Reporting*
  • Search in Knowledge Base*
  •  

    *
    To access these marked resources, you will need a Windows Live ID to log in to the page that first displays. Here are access instructions and a FAQ. If you need assistance, email rob@synergybusiness.com.


    USER GROUPS


    Our user group meetings are held three times per year and provide the unique opportunity to network with other software users and Synergy staff and learn best practices.
  • Next Seattle Meeting
  • Next Portland Meeting
  • Next Boise Meeting

  • DEMOS


    See specific examples of how Microsoft software is integrated to simplify all aspects of project accounting. The Overview video requires Windows Media Player. Other videos require Flash. Microsoft Solomon is now Dynamics SL.
  • Overview of Dynamics SL
  • Project Management
  • Project Accounting
  • Portfolio Management
  • Resource Management
  • Project Initiation
  • Contracts & Budgeting
  • Communicate & Collaborate
  • Improved Profitability

  • Project Management for Specialty Contracting


  • MODULE FACT SHEETS


    The following are fact sheets for various modules of Microsoft Dynamics SL and Business Portal as well as other integrated third party products.

    The fact sheets in bold are third party products that integrate with Dynamics SL.
    Project Management and Accounting
  • Project Master
  • Rate Processor
  • Time & Expense Entry
  • Flexible Billing
  • Project Analyzer
  • Contract Management
  • Alerts
  • Project Budgeting
  • Employee Utilization
  • Integrate PM/Acc'ting
  • Project Estmt'g/Plannng
  • Timecard to AP Invoice
  • MS Office Project Server
  •      
    Financial Management
  • General Ledger
  • Accounts Receivable
  • Accounts Payable
  • Payroll/Direct Deposit
  • Union Payroll
  • Cash Manager
  • Currency Manager
  • Financial Stmt Conversion
  • Multi-Company
  • AR Electronic Funds Transfer
  • Credit Card Processing
  • Fixed Assets
  • Human Resources
  • Payroll Tax Filing
  • AP/PR Laser Checks
  • AP/PR Postive Pay
  • Sarbanes Oxley Audit Utility
  •  
    Reporting & Analytics      
  • Analyst Reporting
  • Crystal Reports
  • Financial Reports (FRx)
  •  
  • SQL Server Reporting Services
  •    
    Web Portals
  • Business Portal
  • Key Performance Indicators
  • Process Server
  • Document Management
  • Document Imaging
  •    
    Material Management      
  • Requisitions
  • Purchasing
  • Inventory
  • Order Management
  • Barcode Gateway
  •      
    Field Service      
  • Equipment Maintenance
  • Service Contracts
  • Service Dispatch
  •  

    FINANCING


    With Microsoft Financing, you can reduce the up-front cost of purchasing the software your business needs to be more efficient and effective. Focus on getting what you need, instead of how to pay for it. Learn the benefits and fundamentals of financing:
  • Financing Fundamentals
  • Benefits of Financing
  • Evaluating Financing Whitepaper
  • FAQs on Microsoft Financing
  • The SmartPay Option
  •  


    EVENTS


    Clients have opportunities to accompany Synergy to Microsoft conferences and other events that highlight Dynamics SL.
  • Microsoft Convergence






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