Dynamics 365

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Go with the Flow – How to Set Date Based Alerts with Microsoft Flow

By | March 22nd, 2017|Dynamics 365|

With the release of Dynamics 365 (D365) for Operations, one of the most often requested missing features was alerts.  Flow is often mentioned as a replacement and triggers for D365 for Operations—coming in the near future—will provide a wealth of functionality compared to the alerts of Ax 2012. That said, they can take a bit more work to get things going, like a past due date alert for a purchase order line. Let’s take an example. I want to send an email message to my team for every purchase order line that is more than 5 days late per our requested receipt date. First things first – you’ll need to sign up for Flow. Once you’ve done that, click on "My flows" and "Create from blank." In the flow designer, give the flow a name. Then from the services and [...]

How IEMs build competitive edge through cloud ERP

By | March 3rd, 2017|Cloud, Cloud Clarity, Dynamics 365, Industrial Equipment Manufacturing, Manufacturing in the Cloud, White Paper|

6 Ways Industrial Equipment Manufacturers are Building Competitive Edge Learn how to capitalize on Cloud ERP to build sustainable success As an IEM, you know a ‘digital transformation’ is inevitable if you want to compete at a higher level and satisfy today’s customer expectations, but will the investment really deliver the benefits you need? Download this eBook for a look at the real-world advantages how Cloud ERP is bringing IEMs competitive edge to business like yours right now: 1. Optimize your supply chain from sourcing through product delivery 2. Proactively protect margins with end-to-end cost tracking 3. Promote expansion into new lines of business and markets 4. Bridge information silos to monitor activity inside and outside your organization 5. Expand aftermarket services and sales to build profits 6. Implement ERP quickly to minimize disruption [...]

Build a business infrastructure that has long-term viability

By | February 28th, 2017|Cloud 101, Cloud Clarity, CRM, Dynamics 365, ERP, NetSuite|

Technology vendors often have fostered a bias for innovation. The term “legacy system,” for instance, is never used as a compliment. In some conversations, calling out a “legacy system” will produce immediate agreement to throw the software out and replace it with the latest and greatest. Certainly, a software dinosaur may stifle your growth and innovative momentum, and it can be a budget drain as well as an IT administrative pain. We work hard to protect our clients from innovation simply for the sake of innovation. Any change has to deliver meaningful business value for long term ERP or CRM projects. Many times, moving away from a “legacy system” can provide tremendous long-term value for the business, but only if the proper software solution is selected. Avoid costly traps Tossing out a not-so-new software and starting over with a different [...]

Business software decisions can be pain-free if you manage them right

By | February 22nd, 2017|Cloud, Cloud Clarity, Cloud ERP Selection, Dynamics 365, NetSuite|

How often have you heard technology vendors and consultants tell you they are going to get to know your business intimately, so they can understand what exactly you need and deploy it in the best possible way? Of course, that’s extremely important. At Sikich, we are proud when our customers invite us into their businesses and help us understand their challenges and opportunities. We know several industries so well that we can anticipate developments, help set directions, and deliver technology that will help you realize your goals sooner and more efficiently than you would without it.

How to simplify ERP, CRM and other complex business projects

By | February 16th, 2017|Business Intelligence, Cloud 101, Cloud Clarity, CRM, Dynamics 365, ERP|

If you expect business software deployments and other major IT projects to be lengthy, complicated, and expensive, it doesn’t have to be that way. Some of the best modern software solutions do not require the costly, laborious customizations that used to be the norm. Statements made in a couple of Forrester cloud and software selection whitepapers align with our perspective in this area of technology.

How to Email Purchase Orders in Dynamics 365 for Operations

By | February 14th, 2017|Dynamics 365|

Any buyer or purchase coordinator would be delighted to find out how easy it is to send a purchase order (PO) to the correct email address of the vendor, right from Dynamics 365 for Operations. The good news is that it is indeed very easy. However, there is potential for some confusion in the setup of the "primary contact" email addresses. Let's start at the beginning.

Forrester Whitepaper and 5 Key Points to Help You Realize the Benefits of the Cloud

By | February 9th, 2017|Azure, Cloud, Cloud 101, Cloud Clarity, Dynamics 365|

When so many companies are thinking about moving their business computing to the cloud – including more than 90 percent of the prospects we connect with – can you still call that disruptive? Absolutely. But you have to make sure it’s a productive, planned disruption that supports your business goals, not unintentional disruption that causes chaos. Below are a few thoughts on the subject from Lee House, VP Enterprise Sales for Sikich along with key findings from a Forrester whitepaper that address this topic.

4 Tech Trends Helping SMBs Digitally Thrive

By | February 7th, 2017|Cloud, Cloud Readiness, Cloud Whitepapers, Dynamics 365, White Paper|

The good news is the tools that help businesses capitalize on this digital transformation are more accessible than ever before. The cloud is removing barriers like high up-front costs, ongoing maintenance, and IT dependency. This allows companies of all sizes to take advantage of modern technology and become efficient, improve customer interactions, and positively impact their bottom line. You can learn how to start accomplishing this in the paper.

Cortana Intelligence Suite Business Potential

By | February 1st, 2017|Azure, Dynamics 365, Power BI|

Recently, I attended a Cortana Intelligence Suite (CIS) class at Microsoft in Charlotte. Inspired by possibilities with Microsoft’s Azure and Machine Learning, I decided to write my first blog. I intend to write a series around each component within the Azure suite, which will include some examples of the functional application within the Manufacturing industry.

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