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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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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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On Premise Dynamics 365 Enterprise System Requirements

June 23, 2017 / 0 Comments / in Dynamics 365 for Operations / by Nancy Phillippi

After much anticipation Microsoft has released the system requirements for Dynamics 365 Enterprise for Finance and Operations. This is the June 2017 document is sure to be updated with more client (workstation) requirements but we have been clamoring for Microsoft to release this document.  Some of our customers and prospects do not want to migrate to SaaS or the cloud.  This release also confirms Microsoft's commitment to accommodating all deployment scenarios not forcing its customers to either the cloud or on premise.  The software will be available for purchase or as a SaaS model.   More about that in other articles.  

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Dynamics 365 Enterprise & AX User Group

June 20, 2017 / 0 Comments / in Dynamics 365 for Operations / by Nancy Phillippi

Clients First hosted the second Dynamics 365 Enterprise / Dynamics AX Dallas, Fort Worth chapter user group meeting for 2017 last Thursday June 13th.   We convened at Globe Life Park (the Ballparkin Arlington) t is great to see our local user group increase it's activity. This user group membership is well worth the investment and as a partner it doesn't really help us to with our business except that we like all Microsoft Dynamics 365 Enterprise and Dynamics AX users to be happy with this solution. I believe that the user group helps with just that.

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Dynamics 365 Enterprise Edition Video

May 31, 2017 / 0 Comments / in Dynamics 365 for Operations / by Nancy Phillippi

Dynamics 365 Enterprise Edition Video: Intro to Dynamics 365 for Finance and Operations

Are you curious about Dynamics 365 Enterprise Edition?  Courtney Collum, one of our ERP Application Consultants, made a short informative intro video focusing on the finance capabilities within the app called Dynamics 365 for Operations included in the Enterprise Edition package.

To help with the terminology of the video and of Dynamics 365 for Operations, I have defined the most common terms Courtney describes:

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Dynamics 365 Business Edition VS Dynamics 365 Enterprise Edition

May 12, 2017 / 0 Comments / in Dynamics 365 for Operations / by Anita Smallwood

Dynamics 365 Enterprise Edition and Dynamics 365 Business Edition are two of Microsoft’s most prominent cloud-based accounting software package solutions otherwise known as Software as a Service (SaaS). Both Enterprise Resource Planning (ERP) solutions provide you with a host of business management tools from CRM to finance, sales, inventory, and purchasing functionality.


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Dynamics 365 for Operations Gets a New Name

May 05, 2017 / 0 Comments / in Dynamics 365 for Operations / by Anita Smallwood

Dynamics 365 for Operations once known as AX-7 gets a new name starting 07/01/2017; the software will be called Dynamics 365 for Finance and Operations to better reflect its capabilities.

Whatever the name of Dynamics 365 for Finance and Operations, I am excited to share the functionality of the software to help manufacturing and distribution businesses solve business issues through the use of ERP software that is customized and implemented  for your unique business conditions.

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Yet Another Accolade for Dynamics 365

March 31, 2017 / 0 Comments / in Dynamics 365 for Operations / by Nancy Phillippi

The family of Dynamics 365 Cloud Apps has won the product of the year given by TMC, the writers of CUSTOMER, a quarterly magazine.

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IoT Easier for Manufacturers with Dynamics 365

March 23, 2017 / 0 Comments / in Dynamics 365 for Operations / by Anita Smallwood

IoT is made easier for manufacturer's with Dynamics 365; The Internet of Things, People, and Services enables manufacturers to go beyond improving existing products to adding predictive maintenance to their product portfolios. By using Dynamics 365 Azure IoT Suite, manufacturers can expand their business models to deliver service-based products: solutions that encompass both the product and the related complementary services instead of offering products only. This added benefit of Dynamics 365 with Azure IoT suite can help manufacturers take full advantage of opportunities available in the market today.

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