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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.


Best Practices with the Dynamics 365 Optimization Advisor

September 04, 2018 / 0 Comments / in Dynamics 365 Enterprise, Dynamics 365 for Operations / by Hope Enochs

Have you ever thought, “Wouldn’t it be great to have an advisor (with no increase to payroll) that was constantly monitoring the business operations with a single focus to improve efficiency?” Well, let me introduce you to the Microsoft Dynamics 365 for Finance and Operations’ Optimization Advisor.


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."


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.


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


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. 


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.


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.  


Dynamics 365 Saturday - Dallas

March 07, 2018 / 0 Comments / in Dynamics 365 Enterprise, Dynamics 365 for Operations / 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! 


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

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