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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.

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

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 [...]

Simplifying the Formulas For Consuming Bulk Vs. Raw Materials

By | January 19th, 2017|ERP, GP, NAV, Process Manufacturing|

New software can simplify formula stages through: the ability to combine both processing steps of a formula into one, contained formula ID reduced clutter from extra formulas streamlined production scheduling compliance document generation How It Works For many process manufacturers, it’s not uncommon to have multiple processing stages needed in order to arrive at the final item(s).  A typical scenario is to first consume raw materials to create WIP, or bulk, which might reside in a container for a period of time.  Then, when it is time to produce the finished goods, the WIP, or bulk, that has been sitting in the container, is then used to make the finished products. Some manufacturing systems will require each of these steps to be assigned to a different formula ID, despite there being many other shared data elements such as quality [...]

Automated Lab Calculations Simplify Paint and Coatings Formula Management

By | January 19th, 2017|ERP, GP, Manufacturing, NAV, Process Manufacturing|

For many paint and coatings-based manufacturers, having the ability to dynamically analyze formula specifications can be critical to the product development process.  As the quantity of an item changes, it can be a great asset to be able to see the affect on one of the many specifications pertinent to the product. Being able to view formula specifications, such as the VOC, can be critical to product development and the reduction of errors. Utilizing Vicinity Manufacturing software allows formulators to easily enable the calculations necessary for obtaining the relevant formula properties – with just a simple click of a button. Once the ‘Enable lab calculations’ button has been checked, a series of company-defined specifications will appear within the formula. These values will dynamically change as ingredient quantities change, or as items are added or removed, from the formula.   [...]

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

Automated Lab Calculations Simplify Nutritional Value Adjustments

By | January 6th, 2017|ERP, GP, Manufacturing, NAV, Process Manufacturing|

For many food and beverage manufacturers, having the ability to dynamically analyze nutritional information can be critical to the product development process.  As the quantity of an ingredient changes, it can be a great asset to be able to see the affect on one of the many nutritional values pertinent to the product.  The automation of this functionality can eliminate costly errors and free up valuable resources. Formula Management for Nutritional Lab Calculations Traditionally, as a nutritional formula is created, the formulator will need to manually calculate or bridge that data into a separate database for calculation. Now, using Vicinity Manufacturing software, just a simple click of a button allows formulators to easily enable the calculations necessary for obtaining the relevant nutritional information. Once the ‘Enable lab calculations’ button has been checked, a series of company-defined properties will appear [...]

Dynamics GP 2016 R2 – SmartList Favorite Protection

By | January 3rd, 2017|ERP, GP|

With the release of Microsoft Dynamics GP 2016 R2 on December 1st came many exciting new features.  One of which is the long-awaited ability to “lock” SmartList Favorites.  This new feature requires users to enter a password when modifying a SmartList Favorite. In the SmartList Options window (Administration Homepage > Setup > System > SmartList Options), the ‘Modify SmartList Favorite’ field has been added at the bottom of the window.  This field allows a user-defined password to be entered.  If the box is left blank, no password is required.   Prior to GP 2016 R2, any user with access to a SmartList Favorite could make changes.  Now, when the password field is populated in the SmartList Options window, and a user attempts to modify a Favorite (using the Add or Remove Favorites window), they will be prompted to enter [...]

Using calendars in Microsoft Dynamics AX for purchasing

By | December 12th, 2016|AX, Dynamics 365, ERP, Manufacturing|

You might call this an orphan topic for companies managing purchasing schedules with Microsoft Dynamics AX 2012 and Dynamics 365 for Operations (AX7), but it is nonetheless quite important. Miscalculating delivery dates on your purchases always is, particularly in make-to-order and just-in-time manufacturing and distribution. Some unexpected behavior exists in Dynamics AX with calendars and purchase orders, which I discovered this at a recent engagement with a distributor. When working with resource groups and resources in Dynamics AX, the calendar is a mandatory field. But in purchasing where calendars certainly have an impact, they don't seem to be mandatory anywhere. It is time to find out how calendars work when working with (planned) purchase orders.   EXAMPLES: SITUATION 1: I have a standard calendar (5 working days of 8 hours each) in one of the three places shown in [...]

Microsoft Dynamics 365 for Operations (AX7): The new Product Information screen

By | December 12th, 2016|AX, ERP|

In my rush to explore everything that Microsoft Dynamics AX 7 (aka Dynamics 365 for Operations) has to offer, I overlooked a new and important enhancement. In truth, I saw this improvement right away (as I'm sure many others did, too), but as I focused on other details, I did not realize the hidden beauty we have here. The screen I want to discuss in this article is called "Product information". When you click on the item hyperlink in AX7, you don't go directly to the item anymore like in AX 2012. Instead, you go to a small screen with 4 tabs that appears to present a small subset of item fields and is labelled "Product information". This screen seems to me a big step forward. Let's start with a purchased item.   We see a meaningful subset of [...]

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