Managing Investment Projects in Dynamics 365

dynamics 365 create estimates

Project Management and its methodologies are rapidly evolving to account for various types of projects that can be executed and Microsoft consistently improves Dynamics 365 for Finance and Operations to address various business  scenarios. Here’s a quick summary of the Project Types available in D365FO: Time and Material Fixed-Price Investment Cost Project Internal This blog…

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Managing Sales Order Holds in Dynamics 365 – Part 2

order hold active form dynamics 365

In part 1 of this blog series, we discussed two business scenarios our customers often encounter.  One was a manufacturing company that produces plastic parts for the automotive industry who receives 100 sales orders per day via email, EDI, and phone.  The other was an online reseller of household products gets most of its 500…

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Managing Sales Order Holds in Dynamics 365 – Part 1

Today’s blog goes over how to use the Sales Order Hold function in Dynamics 365 for Finance and Operations. Let’s consider two very typical business scenarios our customers often encounter: 1. A manufacturing company producing plastic products for automotive industry receives 100 sales order per day.  Customer Service Department enters the orders as the documentation…

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Bringing IoT & Dynamics 365 Together in the Field

No doubt you’ve heard of the infinitely numerous possibilities presented by the Internet of Things for businesses of all kinds. In Field Service, more and more of these potential IoT solutions are becoming reality every day. It is no longer a question of ‘if’ this technology has the power to disrupt and transform the way…

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Finding and Keeping Talent in the Field with Dynamics 365 for Talent

Companies with extensive field service needs understand that, at the end of the day, their people in the field determine their customer experience. Recruiting and maintaining a skilled workforce differentiates these firms from their competitors. This is made all the more difficult by the fact that these front line personnel may rarely come into the…

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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 service 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 service operations retain good people is by providing…

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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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Mobile Device Updates in the Field

Mobile Device Updates Field Operations Dynamics 365

Handling inventory in the field is one of the most important tasks for any field operations based company, so why do so many wait until the end of the day (or the end of the week) to update inventory status from the field?  They do it because they seem to be stuck on the old…

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Field Operations and “Expiring” Inventory

Field Operations and Expiring Inventory Dynamics 365

So many ERP and Field Operations solutions do not accommodate one of the more common methods of inventory delivery.  If you have products with expirations, like food, drugs or other products that must be used by a specific date, more traditional enterprise management software will simply not work for your business model.  Microsoft Dynamics 365…

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