best ERP Dynamics 365

The truth: The best ERP solution is the one that is best for your company’s needs. Of course, when Dynamics 365 is applicable, we as a Microsoft Partner are going to do our best to show you how it can help transform your business. BUT, when we are approached by a customer considering Dynamics for…

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It’s July. There’s a good chance it’s hot, depending where you’re located while reading this. You know what else is hot right now? Making the move from Dynamics AX to Dynamics 365. To be sure, it is an important step in your ERP journey and your organization certainly wants to do it the right way.…

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load planning workbench dynamics 365

It is time for us to recognize the Load planning workbench and his other brother the Load building workbench; a couple of tools in Dynamics 365 that are useful in creating and managing shipments. These two dudes are hanging out, among other places, in the Transportation management module just waiting to be happy little helpers.…

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new bom version dynamics 365

Somebody must do it. Somebody must be bold and approve and activate the BOM, or the Formula for that matter. That is why we are here, to get to the bottom of this question. Let’s dive into BOM and Formula approval and activation in Dynamics 365. But first, a quick refresher. What is a BOM?…

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Dynamics 365 Cloud migration

“You have your head in the clouds” It used to be a way of telling someone they are being impractical. They need to get out of their fantasy world and back to reality. What they are trying to achieve simply isn’t attainable… Oh how the times have changed. Cloud technology has transformed the world we…

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close configure form

It is fun to get a gift. It is more fun when that gift is a multi-dimensional package, with many gifts, like a piñata. Product kits, by nature, are in fact multi-dimensional, the good news is that you do not have to beat Dynamics 365 with a stick to get the gifts inside though. Product…

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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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Dynamics in 365 Seconds or less Expired Sales Quotations

In our second installment of Dynamics in 365 Seconds (or less), Kelly walks through the quick and easy process of dealing with Expired Sales Quotation in the Dynamics 365 Sales and Marketing module. As she explains in the video, it’s easy to set things up in the system so that expired quotations are cancelled on…

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Dynamics 365 Credit Management

Our very own Microsoft MVP, Kelly (Kane) Gustafson, has been compiling a Credit management series on her blog, D365FandO(m). In her nine part series, she explores the new functionality that she has demonstrated in our Dynamics Digital Academy and has helped numerous customers implement successfully. We have taken this opportunity to compile a comprehensive list…

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recent activities dynamics 365

Occasionally, we get requests from customers to help create dashboard metrics and content that might help a key set of users accomplish their tasks and responsibilities more effectively and efficiently. These are managed well through the workspace functionality available within Dynamics 365 for Finance and Supply Chain Management This blog post addresses one such request…

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