Dynamics 365

|Dynamics 365

How to simplify ERP, CRM and other complex business projects

By | February 16th, 2017|Business Intelligence, 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, 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, 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.

All The Right Moves: Your Blueprint to Making the Move to Dynamics 365

By | January 30th, 2017|Dynamics 365, ERP, White Paper|

All the Right Moves: Your Blueprint to Making the Move to Dynamics 365 Choosing the best software to fit your organization can be an overwhelming, and confusing, process.  Access this Whitepaper for key considerations, frequently asked questions and next steps as you explore a Dynamics 365 migration. Whitepaper Highlights Microsoft Dynamics Transition Considerations Moving to Dynamics 365 : FAQs Building Your Business Case How to mitigate risk Next steps Fill Out the Details Below to Access the Full Report

How to Automate Workflows Using Microsoft Flow

By | January 27th, 2017|Cloud, Dynamics 365, Office 365|

For those of us who work with the Microsoft stack of tools and applications, it’s a very exciting time.  Microsoft's move to Office 365 and Dynamics 365 has solidified its stance that the Azure cloud is the future of business systems.  With these cloud offerings, Microsoft is also deploying new powerful add-on tools designed for user efficiency. Two of the most recently deployed tools are called Power Apps and Flow.   Power Apps is designed for super users to create internal applications that can hook into and leverage data sources such as SQL Databases and Excel.  Flow is an Azure hosted workflow service that allows non-developers to create workflows and automate processes across multiple platforms.  The two applications can be used in conjunction with one another, but it's not required.  Typical uses for Flow can include push notifications, file synchronization, [...]

D365 for Operations WMS Mobile App

By | January 27th, 2017|AX, Dynamics 365, ERP|

Microsoft released the mobile app for Advanced WMS on Dynamics 365 for Operations (formerly Dynamics AX) on January 20, 2017.  I had a chance to install and test on my Samsung Galaxy S7, and think this is a great addition for D365!   Think of the RF simulator that is available for D365 WMS, formatted for a mobile device. Here are some images of the app, with explanations, and the link to Microsoft’s announcement. The app icon (showing a forklift) as it appears on the mobile device: When the user clicks on the app, a login prompt screen appears, showing the logo that is applied to the Entity that is being used.  After providing credentials, the user is directed to the familiar WMS main menu – the same that would appear on a RF mobile [...]

Learn More About ERP Comparison Events

By | January 18th, 2017|AX, CFO, Comparison Event, Dynamics 365, ERP, GP, NAV, NetSuite, Videos|

Learn More about the ERP Comparison Events It sounds interesting, but you're still not sure if it's worth your time?  We get it, it's a time investment, but it's time certainly well spent! Watch this brief video to learn what you can expect from an ERP Comparison Event, how these events came to be, and why it's so beneficial to decision makers considering an ERP purchase, upgrade or replacement.    LEARN MORE FIND AN EVENT NEAR YOU

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