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Dynamics 365 Integrates with EDI

February 14, 2017 / 0 Comments / in Dynamics 365 for Operations / by Anita Smallwood

Dynamics 365 for Operations Integrates with EDI through Data Mason's Vantage Point software. 

Clients First is excited to partner with Data Masons, an Independent Software Vendor (ISV), who supplies electronic data interchange (EDI) between Dynamics 365 for Operations customers and their vendors with no customizations.   EDI allows the transfer of data from one computer system to another by using standardized message formatting, without the need for human intervention. EDI permits multiple companies -- possibly in different countries -- to exchange documents electronically.  The data can be exchanged through serial links and peer-to-peer networks.  The downside is that most exchanges  rely on the Internet for the exchange. The tight EDI integration between Dynamics 365 and Dynamics AX improves transaction speed and visibility while decreasing the amount of money you spend on manual processes. But cost savings is far from the only benefit of using EDI.


Dynamics 365 Dynamics 365 for Operations: a Clear Winner

February 10, 2017 / 0 Comments / in Dynamics 365 for Operations / by Nancy Phillippi

Dynamics 365 for Operations has been named a leader in functionality and usability according to the Nucleus Research ERP Value Matrix. 

As a Microsoft Value Added Reseller (VAR) we are excited to share the findings of Nucleus Research. The research company provides case-based technology research. They deliver insights, benchmarks, and facts that allow clients to make the right technology decisions based on in-depth assessments of actual deployments allowing their analysts to provide technology advice built on real-world outcomes. In short, Nucleus reaffirms that Microsoft is living up to its mission statement with Dynamics 365: "To empower every person and every organization on the planet to achieve more,” by offering an end-to-end united cloud product suite. 


Dynamics 365 for Operations On-Premise Questions

February 02, 2017 / 0 Comments / in Dynamics 365 for Operations / by Nancy Phillippi


Watch the Dynamics 365 for Operations Preview Video

February 01, 2017 / 0 Comments / in Dynamics 365 for Operations / by Nancy Phillippi

We had a large turnout for the webinar last Thursday giving a preview of Dynamics 365 for Operations.  We would like to thank Dan Burke, Microsoft Technical Solutions Professional for presenting. We are giving those who could not attend or those who weren't approved, as we were over the guest count, an opportunity to view the strength of Dynamics 365 for Operations and its interoperability.  What is interesting to note is that this solution is based on a historically industry leading ERP solution; Dynamics AX.  BUT with one huge exception, it is written in HTML 5 which means it operates on most mobile devices. 


Task Recorder App in Dynamics AX

January 27, 2017 / 0 Comments / in Microsoft Dynamics AX, Dynamics 365 for Operations / by Anita Smallwood

Are you a manager or director of human resources, engineering, production, purchasing, or transporation and you are constantly taken away from your job to explain business procedures?  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.

If you have purchased Dynamics 365, task Recorder comes pre-installed with Dynamics 365 for Operations meaning common tasks are already included and recorded.  If a particular function is not available, you can create your own task recording right after go-live.

 If you are on AX,  a new Chrome extension must be installed to easily create a task recording.


Cover Yourself in the Security of Dynamics 365

January 19, 2017 / 0 Comments / in Cloud ERP SaaS, Dynamics 365 for Operations / by Anita Smallwood

Dynamics 365 guards your data by employing Microsoft Enterprise Mobility + Security protecting your company, your employees, and your data.

To help companies avoid the problems of phishing, and other corporate crimes, Dynamics 365 includes Microsoft Enterprise Mobility + Security (EMS) protecting you even if using single sign on log-in. As if phishing, worms, and viruses didn’t cause enough problems for any CIO or CFO, in manufacturing protecting your digital assets is more complicated as there are so many different digital records from engineering to customer service, and as such the data is more voluminous. To make matters worse, now, manufacturers and job shops must protect themselves from ransomware.  The stories have been blasted all over the headlines during the last few months; The Week Magazine's January 13th edition distilled the news reporting that 300+ executives admitted to being affected by ransomware.  And of those 300 executives, 70% said their companies relinquished between $20 thousand and $40 thousand dollars to unlock their data to evade losing 100s of thousands of dollars in business information. However, there is help in the constant battle of protecting your data in the cloud.  Security is made easier in the cloud with Dynamics 365 that includes EMS.  To show how this is facilitated we have broken down the most common acronyms, and the components included. 


Gain More Engineering Manpower by Integrating CAD with ERP

January 05, 2017 / 0 Comments / in Manufacturing ERP Software / by Nancy Phillippi

Do your engineers find themselves so busy with projects coupled with doing BOM clerical work that your company needs to outsource engineering services?  If your manufacturing business is in constant BOM version hell, then join us for CADLink webinar, showing a seamless integration of CAD with Enterprise Resource Planning (ERP).  Invest an hour to get information on CADLink that integrates CAD with ERP.  This solution typically has a 6 month ROI as product design accelerates by around 25% because of the automation of BoMs from engineering to manufacturing to operations or ERP. 


Webinar: Discover Real Cost of Producing Finished Goods

December 29, 2016 / 0 Comments / in Microsoft Dynamics AX / by Anita Smallwood

Manufacturing problem solved: Discover the real cost of producing finished goods by attending a webinar entitled: The Financial Impacts of Production. The webinar will show how Dynamics AX traces production costs to the general ledger.


Best Kept Secrets to Help Finance Your New ERP Solution

December 16, 2016 / 0 Comments / in Microsoft Dynamics AX, ERP Software, Cloud ERP SaaS, ERP Implementation, Microsoft Gold ERP CSP Dynamics Partner, Dynamics 365 for Operations / by Jennise Streaty

You know your business needs a better software that can be seamlessly used in every department. You may even have a good idea of what software you want to be implemented. Unfortunately, none of that matters when your company doesn’t have the right finances for the software you want. Before you hit the snooze button on your new ERP dreams finish reading this article, because we are going to let you in on a couple of secrets that could help you finance the project. 


Dynamics 365 Preview Webinar

December 16, 2016 / 0 Comments / in Microsoft Dynamics AX, Microsoft Gold ERP CSP Dynamics Partner, Dynamics 365 for Operations / by Nancy Phillippi

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You are invited to our webinar: Dynamics 365 for Operations Preview. Learn from experts about Dynamics 365 Enterprise Edition. With Dynamics 365, you get CRM and ERP in the cloud, role-based apps, Office365 integration, productivity and it is all accessible from almost any mobile device. Whether you’re an accounting manager, in accounts payable, accounts receivable, a Controller or the CEO or CFO, Dynamics 365 will give you the insights, with Power BI business intelligence and workflows to easily manage your business processes.