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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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Dynamics 365 Enterprise Planning and Tracking Budgets

November 13, 2017 / 0 Comments / in Dynamics 365 for Operations, Dynamics 365 Enterprise, Budgeting in AX / by Nancy Phillippi

The phrase “It’s budget time” often means micromanaging multiple people, in multiple locations across the company. It involves planning, scheduling, and monitoring various stages of the budget cycle and pushing people to either send in their work or translate their spreadsheets so one person can consolidate various documents into one.

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It's Budgeting Time!

November 09, 2017 / 0 Comments / in Microsoft Dynamics AX, ERP Software, Dynamics 365 for Operations, Dynamics 365 Enterprise, Budgeting / by Courtney Collum

The phrase “It’s budget time” generally produces a groan from everyone who participates in this time consuming, often misunderstood process. I have heard all the arguments on budgets: “It’s just a guessing game,” “How can I possibly know what is going to happen next week let alone 6 months from now,” “I have to add extra expenses because I know management is going to reduce what I submit,” “I don’t understand budgets,” “I don’t have hours to spend coming up with ‘fake’ numbers that are going to be ignored,” and “why do we need a budget if it is not always accurate?”

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Dynamics 365 and AX User Group Summit Sponsors

September 21, 2017 / 0 Comments / in Dynamics 365 Enterprise, Dynamics User Group / by Nancy Phillippi

Clients First is pleased to once again provide gold sponsorship for this years Dynamics User Group Summit in Nashville, TN.  

Why You and Even Your Team Should Attend

It is fun.  Let's get that straight first of all, however it is also hard work with all the training and networking opportunities.  I usually come back drained but excited.  Dynamics 365 Enterprise UG/AX UG Summit is THE go-to conference that brings industry experts, software development vendors, and everyday users together to discuss important issues, trends, product updates, customer pain points, and genuine solutions.

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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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