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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.


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:


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.


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.


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.


The Best E-commerce Solution for Manufacturing

April 14, 2017 / 0 Comments / in ISV / by Nancy Phillippi

Manufacturing is not glamorized even though the industry's multiplier effect is greater than any other industry; for every $1.00 spent in manufacturing, another $1.81 is added to the economy.  Manufacturing as an industry is more complex, not only do manufacturer's have to continually innovate and market products to remain at the top of the competition, but they have to incorporate buying, process planning, research and development, quality control, project management, manufacturing execution, selling the product, and shipping and warehousing. Then finally customer support has to be infused into the mix.  With all these ingredients it is important to get a break somewhere. Clients First found a one platform ecommerce solution that even integrates with your ERP system, as such we call it the best ecommerce solution for manufacturing.


Yet Another Accolade for Dynamics 365

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

The family of Dynamics 365 Cloud Apps has won the product of the year given by TMC, the writers of CUSTOMER, a quarterly magazine.


IoT Easier for Manufacturers with Dynamics 365

March 23, 2017 / 0 Comments / in Dynamics 365 for Operations / by Anita Smallwood

IoT is made easier for manufacturer's with Dynamics 365; The Internet of Things, People, and Services enables manufacturers to go beyond improving existing products to adding predictive maintenance to their product portfolios. By using Dynamics 365 Azure IoT Suite, manufacturers can expand their business models to deliver service-based products: solutions that encompass both the product and the related complementary services instead of offering products only. This added benefit of Dynamics 365 with Azure IoT suite can help manufacturers take full advantage of opportunities available in the market today.


Manufacturing problem solved: Costing Finished Goods

March 13, 2017 / 0 Comments / in Microsoft Dynamics AX, Dynamics 365 for Operations / by Anita Smallwood

In spite of some ERP promises, companies still struggle with obtaining precise numbers and with knowing the real cost of producing finished goods because of indirect costs involved with production. Our sales team hears this business problem almost daily from manufacturers whether they are in process, discreet, or mixed mode manufacturing. Dynamics 365 for Operations or Dynamics AX On Premise can solve this issue through proper setups.  

Microsoft Dynamics 365 for Operations supports absorption costing by enabling indirect costs to be absorbed into the product cost. Examples of indirect costing or overhead expenses include:


The Women Behind Clients First Texas

March 08, 2017 / 0 Comments / in Microsoft Gold ERP CSP Dynamics Partner / by Anita Smallwood

Today, I do not find it a coincidence that on International Women’s Day, I first glimpsed bluebonnets in bloom on my drive into work. Just like the bluebonnets in Texas, the women I work with supply a glimpse of raw beauty and an opportunity to witness professional and personal growth.