Sunday, July 10, 2016

Project Madeira

Microsoft has a cloud offering in the SMB space called Project Madeira. It is currently in Beta. There is not estimation as to when it will be Released To Web (RTW). Read the welcome to Project Madeira here: 

You can download the app to your Office365 account. As of July 2016, its fairly basic but it should expand its functionality down the road. There is no plans for on-premise deployment.

Project Madeira is based on Navision and even says 'Navision' when you get a permissions error trying to log into the application [see below].

I see this being positioned into the Quickbooks, GnuCash (my open source preference), and Peachtree area. I can see it eventually going the way of NetSuite and other Cloud-based ERP solutions once the mobile story is more enhanced and functionality is increased.

The program is still in beta so this could change radically by the time the product is released, but I figured it would be good to document where the product is at currently.

Here is the list of actions you can do to date:

  • Business Areas
    • Finance
    • Banking
    • Sales
    • Purchasing
  • Users/General
    • emails/logging
    • Office Addins
  • Financials
    • Dimensions
    • Account Schedules
    • COA and GL
    • Receivables
    • Automatic Paymnets and reconciling bank accounts
    • Collections
    • Sales Tax
    • Payables
    • Payments
    • Bank accounts
    • year closing
  • Sales
    • Create Quotes/Sales
    • Invoicing
    • Selling products
    • Correct or cancel unpaid invoices
    • Sales returns/cancellations
    • Create customers
  • Purchasing
    • Create POs
    • Purchasing products
    • Correct or cancel unpaid purchase invoices
    • Purchase returns for cancellations
    • Create Vendors
  • Inventory
    • Create Items
    • Adjust inventory
    • Adjust item costs
    • Post inventory cost to GL
  • Relationship Management 
    • Dynamics CRM connection
    • Marketing and Contact Mangement Setup
    • Contacts
    • Interactions
    • Segments
    • Sales Opportunities
  • Across Business Areas
    • Number Sequences
    • Extended Texts
    • GL Management
    • Send Documents by Email
    • Use Allocation Keys in General Journals
    • Schedule a report to run
    • Report Layouts
    • Workflows
    • Incoming Documents (Manage/Setup/Process)

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