Dynamics 365 – Say “Hello” to Wave Templates

One of the basic functionalities of Warehouse Management in Dynamics 365 for Finanace and Operations Enterprise Edition remains the Wave Template functionality.  Wave Templates are used to manage, automatically or manually, the Shipping Waves, Production Waves or Kanban Waves.  When the Wave is processed, work is created for the operations team(s) to be performed. Wave…

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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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Top Takeaways from D365UG/AXUG Summit ‘17

D365UG/AXUG Summit 17

“Blame it all on my roots, I showed up in boots” – Sorry, we’re having a bit of trouble getting back into the groove of things after this year’s D365UG/AXUG Summit in Nashville. With over 200 session and a record breaking attendance number, this year’s Summit HAS to go down as one of the best…

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Using Rebates to Drive Revenue in Plastics Manufacturing

Using Rebates to Drive Revenue in Plastics Manufacturing

If you don’t care about driving profitable Plastics Manufacturing revenue, you can stop reading right now. Rebates are an incredibly fair way to discount products since the rebate (discount) is based upon actual sales, not projected. And, you control the complexity or simplicity of the program dependent on your sales requirements. The goal of rebates…

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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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