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Nancy Phillippi

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Recent Posts

3 Considerations for NAV Customers to Upgrade to Dynamics 365 Business Central

August 20, 2019 / 0 Comments / in Dynamics Business Central, Dynamics NAV ERP, Dynamics NAV Gold Partner, Dynamics 365 Business Central / by Nancy Phillippi

Are you on an outdated version of Dynamics NAV?  Is your current Dynamics NAV system holding up progress? There’s been a lot of positive feedback in the Microsoft community about Microsoft Dynamics 365 Business Central. It’s the best option for Dynamics NAV customers who want a modern and affordable solution. You can install Dynamics 365 BC as a cloud or on-premise solution. So why should Dynamics NAV customers consider upgrading to Dynamics 365 Business Central? As Dynamics NAV and Dynamics 365 Business Central consultants, we’re available to help you weigh your options.

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Top Tier ERP VARS

August 16, 2019 / 0 Comments / in Microsoft Dynamics AX, ERP Software, ERP Implementation, Acumatica, Dynamics Business Central, Dynamics NAV / by Nancy Phillippi

Clients First Business Solutions is ranked in the top 20 on Bob Scott’s Top 100 VARs 2019 in the United States. We are honored to again be recognized among the most prominent and successful firms providing ERP solutions to small and medium-sized businesses nationally.

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ERP Industry Report: How to Get Enterprise ERP at Mid-Market Cost

July 30, 2019 / 0 Comments / in Manufacturing ERP Software, ERP Software, Cloud ERP SaaS, Accounting Software, Acumatica, Acumatica Reviews, Acumatica Gold Certification / by Nancy Phillippi

 

Industry analysts have their full attention on Acumatica. Technology Evaluation Centers (TEC), Ted Rohm Senior ERP Analyst, released a review of Acumatica in a special report. He touts Acumatica as an enterprise ERP solution available for mid-market businesses at an affordable price. The following is a summary of the topics covered in this report entitled:

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Dynamics 365 for Finance and Operations One Version and LCS

July 10, 2019 / 0 Comments / in Dynamics 365 for Finance and Operations, Dynamics 365 for Operations and Finance Business E, Microsoft Dynamics Customers / by Nancy Phillippi

Free Whitepaper: Dynamics 365 for Finance and Operations One Version and LCS

These days, it’s impossible for Microsoft Dynamics 365 for Finance and Operations customers to avoid hearing about the cloud. As certified Dynamics 365 partners, we help you decide if it makes sense to move your business to the cloud. We review your requirements and ensure you meet your goals and avoid costly mistakes. In addition, this “Dynamics 365 for Finance and Operations Cloud Application Lifecycle” whitepaper is available below to help with your decision. In this blog, we explain the benefits of the Dynamics 365 One Version model and Lifecycle Services (LCS). 

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New Features and Functionality in Acumatica Manufacturing Edition

June 19, 2019 / 0 Comments / in Manufacturing ERP Software, Acumatica Cloud ERP / by Nancy Phillippi

When it comes to selecting ERP for your manufacturing firm, you face a series of decisions and need to ask a lot of questions. How should we deploy the software? Who do we want to implement the product? How much training do users need? However, two of the most important questions to ask are as follows:

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Plant Maintenance Module with Dynamics 365 for Finance and Operations

June 13, 2019 / 0 Comments / in Dynamics 365 for Finance and Operations, Cloud ERP Solutions, Dynamics 365, Dynamics 365 for Operations and Finance Business E / by Nancy Phillippi

Enterprise Asset Management with Dynamics 365 for Finance and Operations - Preview in July 2019

Above all, customers benefit from Dynamics 365 for Finance and Operations because it helps coordinate and consolidate people,  data and processes. In the spirit of continuous improvement, Microsoft releases new functionality for asset management for Dynamics 365 Finance and Operations. Enterprise Asset Management (EAM) was formerly Dynaway’s Asset Management solution. EAM will now be available within Dynamics 365 for Finance and Operations and supported by Microsoft. This Microsoft investment is great news to our customers and prospects since adds tremendous value for those customers who need to plan and predict asset maintenance. I have been requesting this functionality for several years since its really the last piece of functionality that Dynamics 365 (formerly Dynamics AX) has been missing!   If you have been looking for reasons to upgrade from your Dynamics AX 2009 or 2012 the addition of Asset and Plant Maintenance should be one more reason to make the move. 

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What is Microsoft Dynamics Lifecycle Services and what does it offer?

May 29, 2019 / 0 Comments / in Dynamics 365 for Finance and Operations, Dynamics 365, Microsoft Dynamics, Microsoft Dynamics Customers, Microsoft Dynamics Review, Dynamics 365 Setup / by Nancy Phillippi

Microsoft Dynamics Lifecycle Services (LCS)

Lifecycle Services (LCS) for Microsoft Dynamics is a cloud-based collaboration portal that customers and their partners use to manage and assist with Microsoft Dynamics 365 for Finance and Operations projects.  From implementation to ongoing support and operations, LCS provides tools and resources that can help guide the Dynamics 365 project to success.  LCS is also the portal that is used to open support tickets and communicate with the Microsoft Cloud Team.  LCS and the Clients First portal allows ERP Project Managers, IT Staff, and even the Project Team access to the project with any Internet device.  The tools listed below as part of LCS solution.  The Clients First customer portal includes the project plan, budgets, hours used, open tasks and tickets and invoices.  In addition, your team can open support tickets through automated email or within our portal. 

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What Does a Manufacturing ERP Need to Have?

May 29, 2019 / 0 Comments / in Manufacturing ERP Software, Acumatica Cloud ERP / by Nancy Phillippi

People often compare ERP implementations to heart surgeries—if the doctor was to complete a surgery while the patient was awake and at work. When you move to upgrade your ERP, you are letting a partner see the intimate details of your business, make a necessary change and get up and running. The change can vastly improve your business, but it’s important to know that no matter how beneficial, there is always some risk involved—so it pays to choose wisely.

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What Are the Most Important KPIs for Manufacturing Firms?

May 08, 2019 / 0 Comments / in Manufacturing ERP Software, Acumatica Cloud ERP / by Nancy Phillippi

Decision makers at manufacturing firms have to process a lot of data and turn it into usable information. Whether you are trying to understand the health of your business, looking to make an investment in the future, or need to understand what products are selling and what your most profitable items are, understanding having the right data at your fingertips is critical to succeed.

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Microsoft Dynamics 365 April ’19 Release – Artificial Intelligence and More

May 07, 2019 / 0 Comments / in Dynamics 365 for Finance and Operations, Dynamics 365 / by Nancy Phillippi

Microsoft Dynamics 365 update now available in April ’19 – a summary of Microsoft’s release notes

Microsoft is not fooling around with its April ‘19 wave of releases for Dynamics 365 and Power Platform. Microsoft has earned the reputation over the past 30 years of producing leading ERP systems like Dynamics 365 with a commitment to making significant improvements with every release. There are two major Dynamics 365 releases planned this year in April and October.

The April ‘19, Microsoft’s release notes include 443 pages of enhancements planned from April through September 2019. Hundreds of new capabilities include Artificial Intelligence, Business Central, Business Intelligence, CDM and Data Integration, Customer Service, Field Service, Finance and Operations, Marketing, Microsoft Flow, Microsoft Forms Pro, Microsoft PowerApps, Mixed Reality, Portal, Project Service Automation, Retail, Sales and Talent. Deployment started on April 5, 2019 and Microsoft 365 customers will benefit from features providing significant opportunities to transform business operations. In this blog, we will highlight a few notable enhancements to check out such as new features with the Power Platform, Mixed Reality and Artificial Intelligence (AI).

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