Posts by Ryan Harris

Benefits for Workers in the Field

benefit accrual for Field Operations dynamics 365

The most important thing for companies engaged in field operations is finding and retaining good people. Your people are the customer facing part of your company, and keeping them productive relies on keeping them secure in their positions. The most common way that companies with major field operations retain good people is by providing the…

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Dynamics 365 for Talent: Attract and Onboard Modular Apps Available Now

Talent Attract App Microsoft Dynamics 365

While we’re still a couple of weeks from one of the best holidays of the year (Thanksgiving), Microsoft has already provided something new to be thankful for this month. Dynamics 365 for Talent is continually evolving to better provide businesses with the tools they need to grow, on their own terms and at their own…

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Dynamics 365: Organizational Hierarchy

Organization Hierarchies in Dynamics 365

Establishing organizational hierarchies in Dynamics 365 for Finance and Operations, Enterprise Edition (aka formerly Dynamics AX) provides companies with the flexibility to establish different structures outside of their legal setup. A hierarchy can be created and used for policies, budget planning, reporting structures, approvals or financial internal reporting. Below is an exploration of creating an…

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Dynamics 365: Jobs and Positions for Your Organization

Dynamics 365 Human Resources job

Establishing your company’s organizational hierarchy is an important part to your Human Resource implementation in Dynamics 365 for Finance and Operations, Enterprise Edition (the artist formerly known as Dynamics AX). Once completed, the structure can be used for tracking your org. chart, route timecards, route expense reports, utilize the payroll module and more. In order…

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Drop Shipments & Field Operations

Drop Shipments and Field Operations Dynamics 365

More than any other industry, firms engaged in Field Operations deal with drop shipments almost every day. Direct shipments to customer sites are a common practice for these firms. So what’s the problem? The problem is that this is a functionality gap in most vertically focused ERP systems. Causing problems with: Inventory Reconciliation Inventory Cycle…

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Purchase Order Lead Times in the Field

Purchase order lead times in field operations

What could be worse than one of your field workers arriving on a customer’s site without the parts they need to complete the task?  Especially if it’s a regularly scheduled, routine task.  With all of this talk about ‘just in time’ inventory as a way to improve cash flow, most don’t realize that without carefully…

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How To True Up User Licenses in Dynamics AX 2012

Dynamics AX 2012 User Count Report

The inquiries related to management of user licenses in Dynamics AX seem to periodically resurface among our Dynamics AX 2012 Help Desk customers.  Here is a quick rundown on how to master the “Named user license count” report in Microsoft Dynamics AX 2012. This report analyzes the roles and privileges assigned to each user and…

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Digital Transformation in the Field

Field Operations Worker Using Mobile Tablet

The economist Thomas Friedman made a very prescient observation in his column today: “…we’re going through a change in the “climate” of technology and work. We’re moving into a world where computers and algorithms can analyze (reveal previously hidden patterns); optimize (tell a plane which altitude to fly each mile to get the best fuel…

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A Taste of Sales Forecasting Using Azure Machine Learning

Azure Machine Learning Predictions

The concept of Machine Learning is not all that new, though better tools and technology have opened the door to new use cases and applications. It can be daunting, but the best place to start is with an abundance of data. While some data may not seem particularly important, if it is easily accessible it…

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