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Nancy Phillippi

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Recent Posts

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.

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Dynamics 365 April 2018 Release News

March 28, 2018 / 0 Comments / / by Nancy Phillippi

Warning, the latest release notes for Dynamics 365 require ample time to read with 222 pages of new release information and it's not boring content. It appears that Microsoft has defined the future of ERP. The focus is not just an update of Dynamics 365 Finance and Operations (Enterprise), the progress on the platform beneath the application. There is an amazing amount of information on the new SaaS release Dynamics 365 Business Central (NAV), Power Apps, Flow, Power BI and more.

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Dynamics AX Customers Upgrade  FAQs

March 22, 2018 / 0 Comments / in Microsoft Dynamics AX, Microsoft Gold ERP CSP Dynamics Partner, Dynamics 365 for Operations, Dynamics 365 Enterprise / by Nancy Phillippi

Existing Dynamics AX customers are probably getting bombarded with email from Microsoft about Dynamics 365 Enterprise for Finance and Operations.   Sometimes these communications can end up not addressing your questions but do peak your interest.  Here is a brief summary of some of the reasons you should start the review process, and why you should get started now since this is the absolute best release of Dynamics AX - now named Dynamics 365 Enterprise.  

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Dynamics 365 Reporting and Power BI Video

March 21, 2018 / 0 Comments / in Dynamics 365 Enterprise / by Nancy Phillippi

 Due to technical difficulties, Hope Enochs could not present What's New in Dynamics 365 for Finance and Operations Reporting at the Dallas Dynamics 365 Saturday March 10. Since this is such a hot topic she recorded the presentation for the 200 plus attendees.

Reporting Tools Offered Within Dynamics 365 Enterprise

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Dynamics 365 Saturday - Dallas

March 07, 2018 / 0 Comments / in Dynamics 365 for Operations, Dynamics 365 Enterprise / by Nancy Phillippi

If you are ready to take the dive into Dynamics 365 Enterprise then don't pass up this opportunity to see Microsoft MVPs and just plain Dynamics 365 experts provide insight and education in 3 tracks with all day sessions Saturday March 10, 2018.  This is short notice, but it is free with lunch included.  You might even score some points with your boss if you attend! 

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Maintenance, Repair and Overhaul (MRO): Proof of Concept

February 23, 2018 / 0 Comments / in MRO (maintenance,repair, overhaul) Software, Dynamics 365 for Operations, Dynamics 365 Enterprise / by Nancy Phillippi

Clients First is an expert with ERP implementations for the MRO (maintenance, repair and overhaul) industry. We have been working with the MRO aviation and heavy equipment industry since 2003. Our MRO customer base includes U.S. and International companies that are entirely MRO focused including turbines, heavy equipment and aviation. Some of our aviation customers also offer development, production and approval of both Parts Manufacturing Authority (PMA) and Supplemental Type Certificates (STC) for manufacturing and distribution.  We also understand that aviation MROs need the FAA parts database and the have to print 8130s.  - Which we have in our solution.   We are offering a trial engagement using your data and industry best practices to show you how to streamline your MRO processes thus improving your bottom line and customer service.

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Adding Custom Fields in Dynamics 365 Enterprise

February 01, 2018 / 0 Comments / in Manufacturing ERP Software, Cloud ERP SaaS, Dynamics 365 for Operations, Dynamics 365 Enterprise / by Nancy Phillippi

Dynamics 365 Enterprise is now even a better value for businesses with the recent new feature release, Custom Fields. This feature allows any user with security to add custom fields to form windows. I am amazed daily by the depth of Dynamics 365 Enterprise and the constant flow of new features in an already feature rich environment. Now with this latest feature there is very little this solution can not do. In fact we had an all day presentation recently and the prospect had spent the previous day on a SAP demonstration. We got immediate feedback that Dynamics 365 Enterprise was easier to navigate and more user friendly than SAP. Not only was the prospect impressed, but the consulting firm they hired to help them evaluate ERP solutions agreed. The consultant also stated that they were very impressed by the deep functionality of Dynamics 365 Enterprise.

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Dynamics 365 Enterprise Cloud vs. On Premise Deployment

January 19, 2018 / 0 Comments / in Cloud ERP SaaS, ERP Implementation, Dynamics 365 for Operations, Dynamics 365 Enterprise / by Nancy Phillippi

One of the most common questions we get from prospects is why should they rent Dynamics 365 in the Cloud/SaaS deployment versus purchasing and installing it on premise. This decision should be based on each individual business, however I will say that at this point more customers are moving to the cloud than they are installing the software on-site. Here are some some reasons to utilize the SaaS version of Dynamics 365 Enterprise for Finance and Operations in the Microsoft Cloud.

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Dynamics AX 2009 Ending Support in April 2018

January 19, 2018 / 0 Comments / / by Nancy Phillippi

April 10, 2018 marks the end of mainstream support for Dynamics AX 2009. Extended support ends 10/12/21. It is time to start making plans to migrate if you are still on AX 2009. Customers have the option to move to Dynamics 365 Enterprise or maybe even Dynamics AX 2012 R3. If you need help deciding which option is best for your business, please reach out to our team. We are very, very, pleased with Dynamics 365 now. Since there is an on-premise version in addition to SaaS even the most cautious company can be confident that this Nov 2016 release is not on the 'bleeding edge' anymore!

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Dynamics 365 Enterprise Mobility in the Warehouse

January 18, 2018 / 0 Comments / in ERP Software, Microsoft Gold ERP CSP Dynamics Partner, Dynamics 365 for Operations, Dynamics Mobile, Dynamics Warehouse / by Nancy Phillippi

Dynamics 365 Mobility in the WarehouseDynamics 365 Enterprise for Operations and Finanice (Dynamics 365 E or even shorter, D365E!) is of course written in HTML 5 which means you can access it from any Internet connection, however it's not always the a good idea to overwhelm staff with forms and pages they don't need to see.  D365E has come with a couple of ways around this; Mobile Apps Tool to create your own mobile apps and Dynamics also has many that they are creating and releasing for customers to use or tweak to fit specific business needs.  The Warehouse Mobile App was released in AX 2012 but this app has changed based on new requirements and technology.  This document outlines the differences in these two warehouse apps.   

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