The TM Group Blog

Leading Provider of CRM and ERP Solutions Since 1984

Trade group gets more than it bargains for by switching to Microsoft Dynamics 365 Business Central

The Client A manufacturing trade organization based in the Midwest, which holds sponsored events for members to attend throughout the year.   The Challenge For many years, this client was successfully using Microsoft Dynamics SL, the enterprise resource planning software system that is primarily geared for small and medium-sized businesses and projects driven organizations. While effective, it lacked the functionality and remote access that the client truly wanted. Thus, they were looking to leverage the capabilities of Microsoft’s most recent cloud-based ERP solution, Microsoft Dynamics 365 Business Central. Yet because the client wanted six of its member companies to transition… Read more

Microsoft Dynamics GP Picked as a Leading Accounting Software Program

In a day and age where everything seems to be about finding the next big thing, Microsoft Dynamics 365 has understandably received the lion’s share of media attention within the information and computer technology space.   It’s little wonder why, both the enterprise resource planning platform and customer relationship management version offers incredible visibility and flexibility for business owners.   But Microsoft Dynamics GP – the predecessor to 365 – is still around and continues to receive rave reviews from the likes of 360Quadrants, which recently named the accounting software as being among the very best for small and mid-sized… Read more

How Teamwork Turned a Face Mask Shortage into a Surplus

Once primarily worn in health care settings and where breathing conditions are poor, the face mask has become as ubiquitous as the smartphone. Suddenly, everyone seems to own one. More people donning them is in response to the novel coronavirus, as the coverings help to minimize the spread of the disease, which health experts believe is primarily spread by airborne transmission.   While omnipresent today, face masks were fairly hard to come by when the pandemic first emerged, impacted by supply chain disruption and growth in health care workers using them to treat patients with the disease without themselves becoming… Read more

Growing wealth management firm seeks reporting, consolidating assistance

The Client Situation Although this single family office (SFO) organization is relatively new, many of its internal processes were being run on legacy software products inherited from their “parent” organization, making it difficult to seamlessly report and consolidate large quantities of real-time data. For example, the company first had to export source data from several disparate systems for their financial reporting and consolidation processes. While the process was never convenient, it was manageable  at the outset when the firm had only a handful of members, companies and investments. As the company’s scope and complexity has grown, the old way of… Read more

Terrible ‘Toos’: The Biggest Misconceptions of Upgrading Dynamics NAV to Dynamics 365 Business Central

Ever since the Microsoft Dynamics family of products was first introduced, it’s been in a constant state of reinvention and innovation. The latest iteration is Microsoft Dynamics 365 Business Central, its predecessor being Dynamics NAV which was branded Navision when Microsoft acquired it in 2002. BC/NAV/Navision has proven to be Microsoft’s most popular version of ERP with more than 110,000 companies using it worldwide.   Content with its capabilities and familiar with its interfaces, many business owners are reluctant to upgrade to Business Central, given the time and labor-intensive nature of implementation and data migration. In other words, the doubters… Read more

Aerospace engineering firm finds simplicity with Microsoft Dynamics 365 Business Central

The Client Headquartered in the Southwestern United States, this engineering services company specializes in providing quality testing for a variety of companies within the aerospace industry. Since 2000, the company has also designed and retrofitted control panels for airplane cockpits, among other signature solutions.   The Problem With a growing portfolio of well-known customers, this client had in a way become a victim of its own success from a standpoint of tracking jobs and maintaining visibility into their ongoing projects.   Prior to approaching us at The TM Group, this client was using Quickbooks to keep assignments organized and a… Read more

Busting 4 Major Myths About ERP Software

What is the single most important aspect of running a business in today’s day and age? Is it ensuring the customer is always satisfied? Does it have to do with supply chain management and its ongoing success? Or should it be related to efficiency and ensuring that productivity is maximized?   Enterprise resource planning helps organizations large and small accomplish all of these mission-critical aspects to success and growth. With a variety of software solutions to choose from – including the gold standard, Microsoft Dynamics 365 Business Central – ERP grants businesses with the capability to increase their visibility into… Read more

Why you shouldn’t delay tech upgrades amidst economic slowdown

  The coronavirus crisis has forced businesses of all sizes and all types to make some extremely difficult decisions. Because of the economic shutdowns and resulting economic slowdowns many of these hard choices have been financial in nature, as conglomerates, corporations and small-business owners have slashed budgets and dramatically cut their staffing. Indeed, in as little as two months, 36 million people throughout the U.S. have filed for unemployment benefits, according to figures from the Department of Labor.   Furthermore, due to the sudden loss in revenue and earnings, some organizations are opting to table certain investments, such as tech… Read more

Flooring firm breaks new ground with Microsoft Dynamics 365 Business Central

The Client Located in the Upper Midwest, a flooring supplier that’s been in business since 1951 needed to update their financial and operational systems. Specializing in high-quality carpeting, the company provides flooring equipment and services to residential and business customers primarily for public events such as auto shows, trade shows, conferences and conventions. It also maintains two warehouses in the Southeast and Mountain West.   The Problem For several years, this flooring firm had been using Microsoft Dynamics SL to track financials and operational costs, accounts receivable and accounts payable. Although Microsoft Dynamics SL is a very comprehensive ERP software… Read more


The TM Group, Inc. has been named to the Bob Scott’s Top 100 VARs for 2020. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) software.  “We want to congratulate this year’s class of Bob Scott’s Top 100 VARs,” said Bob Scott, executive editor of ERP Global Insights (formerly known as Bob Scott’s Insights). “This selection represents recognition of leaders in this important field.”  The selection is based on annual revenue generated by each reseller. A special report that includes names of the organizations selected for this year’s Top 100… Read more