Archive for July 2017

Managing Dynamics 365 Service Subscriptions in the Field

Service Subscriptions Dynamics 365 Field Operations

One of the most unique challenges for firms in field operations is the management, logistics and billing arrangements for ongoing service customers.  Failure to manage these arrangements in a predictable fashion can lead to huge customer service problems as well as the monthly billing scramble we have all experienced as part of our growth.  Typical…

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Exploring Warehouse Management in Dynamics 365 for Finance and Operations: Exciting Details of Containerization

Location profiles dynamics 365

In a part 1 of this blog series, we reviewed the basics of Containerization: Container Types Container Groups Build Templates Containerization as a method in the Wave Template To review part 1, click here. Today we will further explore the discussion and dig deeper into the Containerization functionality.  Please remember the Containerization features are available…

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Personalizing an ERP for your Plastics Manufacturing Organization

Personalizing an ERP for Plastics Manufacturing

Mass customization is a goal for many Plastics Manufacturers, and the concept is pretty simple. Differentiating through smaller runs that are differentiated by the custom nature and desires of your customer. Enriching the customer experience – great in theory, but not always easy to execute. This same concept extends to your ERP system. Out of…

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Mobile Device Updates in the Field

Mobile Device Updates Field Operations Dynamics 365

Handling inventory in the field is one of the most important tasks for any field operations based company, so why do so many wait until the end of the day (or the end of the week) to update inventory status from the field?  They do it because they seem to be stuck on the old…

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Dynamics 365/AX Multiple Legal Entities Chart of Accounts

Legal Entity

Deciding how to set up the Chart of Accounts is a foundational question that must be carefully thought out and planned in the early days of a Dynamics 365/AX implementation.  It becomes increasingly complicated when there are multiple legal entities involved in the implementation.  A clear understanding of the many components of the Chart of…

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Why are Plastics Manufacturers Embracing Digital Twins?

Digital Twins in Plastics Manufacturing

In the spirit of Digital Transformation (See our blog from last week – Why Are Plastic Manufacturers Embracing Digital Transformation?), Plastic Manufacturers continue to look for: Transformational changes to generate more revenue Initiatives to protect and grow their user base Ways to produce more with fewer resources Here are some additional ways that Digital Transformation…

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The Spider Web of Service Agreement Sales Price for Dynamics 365 Made Easier

Get a little confused when thinking about the best way to set up Sales Prices for Service Agreements?  Want to make sure invoices are going out with a high level of first-pass accuracy?  Would like to reduce the number of pricing adjustments and increase customer satisfaction?  Want to make price increase time a little easier?…

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Why Are Plastic Manufacturers Embracing Digital Transformation?

Digital Transformation in Plastics Manufacturing

As I sit through a digital transformation and technology oriented conference, there are some recurring themes that are relevant for plastic manufacturing. “Focus on the outcome”… ”Start with the end in mind”… While a tad cliché-ish, they remain true. By the way, each presentation is being automatically converted via voice to text, so every single…

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Field Operations and “Expiring” Inventory

Field Operations and Expiring Inventory Dynamics 365

So many ERP and Field Operations solutions do not accommodate one of the more common methods of inventory delivery.  If you have products with expirations, like food, drugs or other products that must be used by a specific date, more traditional enterprise management software will simply not work for your business model.  Microsoft Dynamics 365…

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