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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 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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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 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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