<img height="1" width="1" alt="" style="display:none" src="https://www.facebook.com/tr?id=995798070441927&amp;ev=PixelInitialized">

Dynamics 365 for Finance and Operations: Cloud vs. On Premise Deployment

November 27, 2018 / 0 Comments / in Dynamics 365 for Finance and Operations, Dynamics 365 for Operations, Dynamics 365 Enterprise, ERP Implementation, Cloud ERP SaaS / by Elisabeth Palmer

Congratulations! You know that Microsoft Dynamics 365 for Finance and Operations is the way to go. Robust and flexible, it has everything you need to effectively engage customers, empower employees, and optimize operations within and across companies by helping you make better decisions quickly. Now, you are faced with another decision: deploy in the cloud or install on-premise. If your head is in the clouds while your feet are firmly on the ground, read on to see which option is a better fit for your company.

Read more...

Manufacturing Trends for 2019

November 13, 2018 / 0 Comments / in Dynamics 365 for Finance and Operations / by Nancy Phillippi

Microsoft released a new whitepaper outlining six trend predictions for the upcoming year. This is interesting reading, but it also brings to mind that many manufacturing companies are behind the technology curve and do not even have an ERP system that was designed in this century. If that's the case it is still possible to utilize some of the latest technologies to improve your business data and analysis. Of course the first step is to upgrade your ERP system to Dynamics 365 to keep and hire staff easier, have more accurate data with the latest in software tools, and a lot more.

Read more...

Date Deadlines for Dynamics AX Customers

October 17, 2018 / 0 Comments / in Microsoft Dynamics AX, ERP Implementation, Dynamics 365 for Finance and Operations, Dynamics AX Upgrade / by Nancy Phillippi

Time is running out for Dynamics AX customers to take advantage of the transition or upgrade to Dynamics 365 for Finance and Operations.  There are several dates to consider in addition to your implementation plan: Mainstream and Extended Support for AX 2009 - 2012 and the Discount End Date for making the transition to Dynamics 365 for Finance and Operations in the Cloud.  

Read more...

Factory of the Future for Manufacturers

October 03, 2018 / 0 Comments / in Manufacturing ERP Software, Dynamics 365 for Operations / by Nancy Phillippi

What is the factory of the future? When I think about the future for manufacturing companies I envision the basics and at a minimum, workers having mobile access to their work orders, instructions, and their time sheets. Ultimately having immediate access to quality tests and results, and deprecating inventory from the work order would be ideal. Integration to suppliers and distributors through EDI with a robust ERP with strong inventory forecasting or master planning module would be key. The next steps would be building a service department focused on the repair and maintenance, and preventative or predictive maintenance of the products produced. Adding a set of technology tools such as remote monitoring through Industrial Internet of Things (IIoT) and AI to next to existing ERP would be ideal.

Read more...

Best Practices with the Dynamics 365 Optimization Advisor

September 04, 2018 / 0 Comments / in Dynamics 365 Enterprise, Dynamics 365 for Operations / by Hope Enochs

Have you ever thought, “Wouldn’t it be great to have an advisor (with no increase to payroll) that was constantly monitoring the business operations with a single focus to improve efficiency?” Well, let me introduce you to the Microsoft Dynamics 365 for Finance and Operations’ Optimization Advisor.

Read more...

Clients First is a Top 100 VAR at Number 23

July 06, 2018 / 0 Comments / in Dynamics 365 for Operations, Microsoft Dynamics AX, Microsoft Gold ERP CSP Dynamics Partner / by Nancy Phillippi

This year's list of the Top Value Added Resellers (VAR) or Partners has been released by Bob Scott's Insights. Clients First ranked number 23 this year which is about where we are listed every year in the Top 100 VAR ranking. What this means to customers is pretty much summed up by our Managing Director, Mike Conti "We are big enough to have the resources needed to provide a successful implementation and small enough to care."

Read more...

FastTrack to Dynamics 365

June 04, 2018 / 0 Comments / in Dynamics 365 for Operations, Dynamics 365 Enterprise / by Nancy Phillippi

Microsoft FastTrack is an onboarding and adoption assistance program used along with your Dynamics 365 Partner. Along with Life Cycle Services Microsoft has developed a set of tools that provide value and assist in the implementation process instead of adding a lot of overhead. If you recall the SureStep program then you understand what I mean by 'overhead'.

FastTrack is a remote program with Microsoft engineers and architects who are part of the broader Dynamics 365 engineering organization. Based on our experience are largely project managers, but they are also very helpful.

Read more...

Do You Ship? See Pacejet and Dynamics Together

May 17, 2018 / 0 Comments / in Dynamics Warehouse, Dynamics 365 for Operations, Dynamics 365 Enterprise, Microsoft Dynamics AX, Pacejet / by Nancy Phillippi

Do you ship?  Join us for a quick 30 minute webinar to learn more about Pacejet and how we help businesses save money, increase efficiency, and provide better customer service by using the technology of Pacejet shipping. The Pacejet cloud-based shipping platform harnesses Dynamics technology to power real-time transactions with more freight, parcel, 3PL carriers, and shipping services than any other application. Now users can increase visibility to lower costs and improve efficiency, as well as the overall customer experience.

Shipping Software for Dynamics AX 365

Read more...

Tips for Upgrading from Dynamics AX 2009 to Dynamics 365

May 15, 2018 / 0 Comments / in Dynamics 365 for Operations, Microsoft Dynamics AX, Microsoft Gold ERP CSP Dynamics Partner, Dynamics 365 Enterprise / by Nancy Phillippi

Extended support is ending for Dynamics AX 2009 SP1 on 10/21/21. It’s time to seriously get a plan in place to move from your legacy Dynamics AX to a better experience with Dynamics 365 for Finance and Operations (D365FO). There are several areas to consider which will take time and planning to ensure your business gets the most from this migration.  I hope this tip list helps planning your upgrade a little bit smoother. 

Read more...

Dynamics 365 Enterprise Finance & Operations Modules - An Overview

April 11, 2018 / 0 Comments / in Microsoft Dynamics AX, Dynamics 365 for Operations, Dynamics 365 Enterprise / by Nancy Phillippi

The  release of the new Dynamics 365 for Finance and Operations (formerly Dynamics AX) as been a challenge for us for only one reason  - the name! The name is too long and the list of modules, features and functionality is long too - which is a good thing.  It's a business software solution that can exceed business requirement needs across many different lines of a global business including finance, discrete, process and mixed mode manufacturing, distribution, services, and even retail.  Deploy on the Microsoft Cloud or on your own servers.

Read more...