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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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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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