segregation of duties rules

How does your business control the segregation of duties?  Do your auditors examine the system and notice a multitude of users having access to more functions than they probably should?  Has ownership been pestering you about Johnny in accounting with ability to create new vendors, then enter and approve vendor invoices as well as make…

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dynamics 365 summit 2019

We’ll preface the 2021 Top 5 with an acknowledgement that this year, while we are all yearning for a return to normalcy, is still different. Some will not be able to attend the live event in Houston, while others will. If you have questions or concerns about Covid-19 that are making you hesitant, our only…

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periodic journals dynamics d365

Maybe you have read all the documentation and all the manuals but still, it seems that voucher templates and periodic journals serve the same purpose. Both may have similar functionality, and both can aid in consistency and speed, but today’s blog post will explore the differences between voucher templates and periodic journals in Microsoft Dynamics…

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loading microsoft teams ROI

Remember a few years back when everyone started really pushing for digital transformation in earnest? Or what we thought was pushing for it. Then 2020 arrived and the pushing became a pretty harsh shove. Fortunately, while it seemed Microsoft had in many ways been slow-playing Teams taking over the Skype mantel prior to the pandemic,…

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vendor update tax 1099 dynamics 365

Occasionally, a Vendor’s 1099 setting may need to be updated based on new information received about the vendor or when the 1099 requirements change.  When this occurs during the 1099 reporting year, an extra step is required in order to apply that change to any 1099 transactions that have been recorded. Update 1099 An example…

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Earlier this month we kicked off a blog series about what’s to love in Dynamics 365. So far we have covered Manufacturing and Public Sector. Today, we have the same phrases/sayings from before with the focus on Commerce/Retail! We are attached at the hip! Customers can engage like never before across all channels. Whether you…

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Dynamics 365 Public Sector Local Governement

With Valentine’s Day this Sunday, we kicked off a month long blog series highlighting why certain industries should be falling in love with Dynamics 365 if they haven’t already! Today we’re talking about State Agencies, Municipalities, and others in the Public Sector space. You just know me so well! Talk about “soul mates” with Dynamics…

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ECIF funding example

We’re almost one whole month into 2021 and your business is on Dynamics AX 2012, maybe even AX 2009. While your ERP has served you well (we hope), there’s no denying it’s time to start looking at Dynamics 365 if you aren’t already. The only AX Users that still have mainstream support available are on…

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It’s still a relatively new year, so we’re taking this opportunity to catch everyone up on what’s new and what’s changed with some of your favorite Dynamics 365 solutions. First up, let’s talk about the most recent and upcoming functionality for Dynamics 365 Customer Service. A handful of features still in Public Preview from the…

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fast track partner microsoft dynamics 365

Have you heard the latest and greatest as it pertains to Fast Track implementations? Microsoft Dynamics 365 implementations are getting a 2021 upgrade of their own; a shift in the Fast Track program is opening more opportunities for businesses implementing D365 to get Microsoft level support during their implementation project. This program builds on basic…

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