Posts Tagged ‘Dynamics 365 for Finance and Operations’

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: 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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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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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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Why ‘Internet of Things’ is Important in the Field, Really

Internet of Things Field Operations

We hear it all the time, the ‘Internet of Things’ (IoT), and after a while our ears become dulled to the repetition. One acronym after another from the tech folks, when will it end? This time however, it applies. Especially to people who depend on a work force in the field to serve their customers…

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Product Problems in the Field? – Track it!

Field Operations Non-Conformance Reporting

Does your current ERP and/or Field Operations system let you track problems with inventory items? Or do you need to use outside systems to do the reporting? Double entry of these conditions creates errors and takes valuable time. Wouldn’t it be nice to have a system where you can track and report on non-conformance for:…

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5 Things To Do BEFORE Summit (Now)

1. Seek new information This is a critical point in whatever Dynamics-related endeavor you are undertaking. At the rate things are changing these days, you simply cannot adopt a wait-until-Summit-and-see strategy. Even if you know you won’t be pulling the trigger on a major decision until next year, now is the time to get informed…

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Time Sheets – Keeping it Simple in the Field

Field Operations Time Sheets Dynamics 365

One of the biggest problems encountered with field employees time reporting comes when you have multiple legal entities and a single work force. What if your system could automatically do these things? Automatically detect intercompany transactions on employee time sheets Automate the intercompany entries in the appropriate ledgers Provide intercompany entries in real time Reconcile…

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