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Inventory Requirements and ERP Selection

August 07, 2017 / 0 Comments / in ERP Software, ERP Implementation, Process Manufacturing ERP / by Nancy Phillippi

Mike Conti has over 20 years experience with helping companies work with business software or ERP (enterprise resource planning).  He took a few minutes and documented some very important issues regarding inventory that should be considered when a business begins evaluating ERP.   As Mike states in his white paper, I have also have heard from prospects numerous times focusing on how long is the field name length of our inventory master file during discovery sales calls.  This is really a mute point since more ERP software solutions have expanded their field lengths or you can extend them easily.   Consider instead the points in Mike's document.  

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Migrating Dynamics AX to D365 Enterprise with Data Masons' EDI

August 01, 2017 / 0 Comments / in Microsoft Dynamics AX, Dynamics 365 for Operations, Dynamics 365 Enterprise, EDI / by Nancy Phillippi

Join Glenn McPeak, an EDI expert and Principle at Data Masons on Thursday August 3, 2017 at 1 PM EST to discuss:

  • How the elimination of the AIF and public cloud impacts integration.
  • The expanded integration opportunities introduced in the Dynamics 365 for Operations platform.
  • How the Dynamics 365 cloud-based, entity driven integration model fits into the existing Data Masons framework based on the AIF and SQL Views oriented integration model.
  • New cloud deployment options for Vantage Point EDI.
  • The upgrade process, planning and budgeting for Dynamics AX Users running Vantage Point EDI.   

Clients First has had a long business relationship with Data Masons. They are experts in EDI for Dynamics AX and for Dynamics 365. We know their team will get this business critical process setup correctly and efficiently for our customers. 

Register here

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Dynamics 365 Enterprise Webinar: Top 5 Reasons to Upgrade

July 21, 2017 / 0 Comments / in Dynamics 365 Enterprise / by Nancy Phillippi

There are so many great things to demo with Dynamics 365 Enterprise we had a hard time deciding on the topic for this webinar! We decided on just the top 5 reasons since we only have an hour of your time. We will have more sessions in the future so be sure to visit this blog or our website again.

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Time to Upgrade...or Not?

July 17, 2017 / 0 Comments / in ERP Implementation / by Hope Enochs

And it is a big question which businesses must ask themselves on a somewhat regular basis, probably more often than they would like. Ultimately the answer to the question is yes and that’s based strictly on the rapid pace with which information technology changes and improves. Most companies skip a version or two of their business systems software releases unless there is a good reason to upgrade, such as support ending or new features in the new releases are important to the business.  With the recent release of Dynamics 365 Enterprise it's hard to ignore the improved processes and the positive impact it could have on companies. Therefore many Dynamics AX customers are upgrading to Dynamics 365 Enteprise or considering it.  

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On Premise Dynamics 365 Enterprise System Requirements

June 23, 2017 / 0 Comments / in Dynamics 365 for Operations / by Nancy Phillippi

After much anticipation Microsoft has released the system requirements for Dynamics 365 Enterprise for Finance and Operations. This is the June 2017 document is sure to be updated with more client (workstation) requirements but we have been clamoring for Microsoft to release this document.  Some of our customers and prospects do not want to migrate to SaaS or the cloud.  This release also confirms Microsoft's commitment to accommodating all deployment scenarios not forcing its customers to either the cloud or on premise.  The software will be available for purchase or as a SaaS model.   More about that in other articles.  

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Dynamics 365 Enterprise & AX User Group

June 20, 2017 / 0 Comments / in Dynamics 365 for Operations / by Nancy Phillippi

Clients First hosted the second Dynamics 365 Enterprise / Dynamics AX Dallas, Fort Worth chapter user group meeting for 2017 last Thursday June 13th.   We convened at Globe Life Park (the Ballparkin Arlington) t is great to see our local user group increase it's activity. This user group membership is well worth the investment and as a partner it doesn't really help us to with our business except that we like all Microsoft Dynamics 365 Enterprise and Dynamics AX users to be happy with this solution. I believe that the user group helps with just that.

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Dynamics 365 Enterprise Edition Video

May 31, 2017 / 0 Comments / in Dynamics 365 for Operations / by Nancy Phillippi

Dynamics 365 Enterprise Edition Video: Intro to Dynamics 365 for Finance and Operations

Are you curious about Dynamics 365 Enterprise Edition?  Courtney Collum, one of our ERP Application Consultants, made a short informative intro video focusing on the finance capabilities within the app called Dynamics 365 for Operations included in the Enterprise Edition package.

To help with the terminology of the video and of Dynamics 365 for Operations, I have defined the most common terms Courtney describes:

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Dynamics 365 Business Edition VS Dynamics 365 Enterprise Edition

May 12, 2017 / 0 Comments / in Dynamics 365 for Operations / by Anita Smallwood

Dynamics 365 Enterprise Edition and Dynamics 365 Business Edition are two of Microsoft’s most prominent cloud-based accounting software package solutions otherwise known as Software as a Service (SaaS). Both Enterprise Resource Planning (ERP) solutions provide you with a host of business management tools from CRM to finance, sales, inventory, and purchasing functionality.


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Dynamics 365 for Operations Gets a New Name

May 05, 2017 / 0 Comments / in Dynamics 365 for Operations / by Anita Smallwood

Dynamics 365 for Operations once known as AX-7 gets a new name starting 07/01/2017; the software will be called Dynamics 365 for Finance and Operations to better reflect its capabilities.

Whatever the name of Dynamics 365 for Finance and Operations, I am excited to share the functionality of the software to help manufacturing and distribution businesses solve business issues through the use of ERP software that is customized and implemented  for your unique business conditions.

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How to Define Key Business Processes Globally

April 21, 2017 / 0 Comments / in Microsoft Dynamics AX / by Anita Smallwood

Task Guides Make Defining Key Business Processes Globally Easier 

Are you a manager or director of human resources, engineering, production, purchasing, or transportation and you are constantly taken away from your job to explain how to do business procedure "X"?  A feature called Task Recorder in Dynamics AX and Dynamics 365, can make your job more satisfying by being able to EASILY record and share the steps needed to perform a task. By using task recorder in Dynamics 365 or Dynamics AX, you are free to answer more pertinent questions; complete the actual functions required of your role instead of directing and training employees on how to perform day-to-day tasks.

This happens often to a purchasing manager I just met.  He is swamped with calls asking if he can add a vendor that costs 6K less than what is quoted in the approved vendor list?   When he replies no, a barrage of emails ensues, regarding Canada’s budget and bonus potential, nevermind why the vendor list exists in the first place.

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