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Nancy Phillippi

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Recent Posts

Deadline Dates 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.  

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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.

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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."

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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.

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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

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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. 

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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 Dynamics 365 Enterprise, Dynamics 365 for Operations, Microsoft Gold ERP CSP Dynamics Partner, Microsoft Dynamics AX / 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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