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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 Microsoft Dynamics AX, Dynamics 365 for Operations, Dynamics 365 Enterprise, Dynamics Warehouse, 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 Microsoft Dynamics AX, Microsoft Gold ERP CSP Dynamics Partner, Dynamics 365 for Operations, 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 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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Internal Maintenance, Repair and Overhaul - MRO

February 13, 2018 / 0 Comments / in Manufacturing ERP Software, MRO (maintenance,repair, overhaul) Software, Dynamics 365 for Operations, Dynamics 365 Enterprise / by Hope Enochs

Most, if not all, organizations have machinery or equipment that requires regular maintenance. In addition to timely preventative maintenance, repairs and even complete overhauls are sometimes necessary so an asset can produce its’ expected return on investment. An organization can have a tremendous investment in its’ machinery and equipment as well as be dependent on their being available and working at optimal performance. Managing this well is imperative to the success of an organization.

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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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