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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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Manufacturing Software and the Factory of the Future

March 26, 2019 / 0 Comments / in Dynamics 365 for Finance and Operations, ERP Cloud Software, ERP for manufacturers, ERP MRO, Manufacturing in the Cloud / by Nancy Phillippi

Free eBook – Factory of the Future 

Most manufacturing companies agree it’s important to adopt new ways to improve operations to remain competitive.  Successful manufacturers constantly strive for new ways to streamline every area of the business. “Manufacturers have already invested $100M in smart factory initiatives, with those who have implemented smart factories seeing 17-20% productivity gains. Yes, the “factory of the future” involves machines, products, and factories. But contrary to past fears of automation and robots replacing people, the factory of the future is actually empowering people...” Microsoft's eBook Factory of the Future

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Dynamics 365 for Finance and Operations: Cloud vs. On Premise Deployment

November 27, 2018 / 0 Comments / in Cloud ERP SaaS, ERP Implementation, Dynamics 365 for Operations, Dynamics 365 Enterprise, Dynamics 365 for Finance and Operations / by Elisabeth Palmer

Congratulations! You know that Microsoft Dynamics 365 for Finance and Operations is the way to go. Robust and flexible, it has everything you need to effectively engage customers, empower employees, and optimize operations within and across companies by helping you make better decisions quickly. Now, you are faced with another decision: deploy in the cloud or install on-premise. If your head is in the clouds while your feet are firmly on the ground, read on to see which option is a better fit for your company.

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Manufacturing Trends for 2019

November 13, 2018 / 0 Comments / in Dynamics 365 for Finance and Operations / by Nancy Phillippi

Microsoft released a new whitepaper outlining six trend predictions for the upcoming year. This is interesting reading, but it also brings to mind that many manufacturing companies are behind the technology curve and do not even have an ERP system that was designed in this century. If that's the case it is still possible to utilize some of the latest technologies to improve your business data and analysis. Of course the first step is to upgrade your ERP system to Dynamics 365 to keep and hire staff easier, have more accurate data with the latest in software tools, and a lot more.

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Date Deadlines for Dynamics AX Customers

October 17, 2018 / 0 Comments / in Microsoft Dynamics AX, ERP Implementation, Dynamics 365 for Finance and Operations, Dynamics AX Upgrade / by Nancy Phillippi

Time is running out for Dynamics AX customers to take advantage of the transition or upgrade to Dynamics 365 for Finance and Operations.  There are several dates to consider in addition to your implementation plan: Mainstream and Extended Support for AX 2009 - 2012 and the Discount End Date for making the transition to Dynamics 365 for Finance and Operations in the Cloud.  

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Clients First Top 100 ERP VAR

June 28, 2018 / 0 Comments / in Dynamics 365 for Finance and Operations, Acumatica Partner, Clients First Dynamics Partner, Dynamics Business Central, Dynamics Partner, Top Var / by Nancy Phillippi

Bob Scott’s anticipated Top 100 VAR list for 2018 has been released, and Clients First Business Solutions is on the list of the top Acumatica VARs.  Clients First is typically in the top 25 every year for Dynamics 365 for Finance and Operations, Dynamics NAV, Dynamics AX, Dynamics Business Central, Epicor, and SAP B1.

Clients First is pleased to be on the Bob Scott's top 100 VAR list again.  We are ranked at number 23 which means we are big enough to handle any small to medium sized project with a staff of 99, but we are small enough to care about our customers.  Our strength is in our expertise in Manufacturing, Job Shops, MRO, and Wholesale Distribution.  Focusing on limited industries ensures our team has a limited focus and expertise.

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Freight Auditing for Pacejet

May 29, 2018 / 0 Comments / in Pacejet, Dynamics 365 for Finance and Operations, Clients First Dynamics Partner, freight costs, shipping solution, Uncategorized, Webinar / by Nancy Phillippi

Pacejet continues to improve their shipping solution and the latest helps find incorrect billing which saves you money and saves time for invoice auditing: Freight Auditing.  Just drag and drop invoices into the module, choose the map and click import, run then compare shipping charges you expected, then the carrier invoice charge.   You can also set parameters to only view price deltas in such as rate discrepancies that are not in your favor.  I had no idea that carriers can charge you for address changes.  Pacejet's shipping solution has that issue covered with an Address Validation feature.  

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Dynamics 365 ERP Cloud vs. On Premise: An Installers Perspective

April 23, 2018 / 0 Comments / in Dynamics 365 for Finance and Operations, Cloud ERP Software, cloud vs on premise, Installation / by Ben Basom

Ben BasomAs the lead in installations for Dynamics AX, NAV, and now Dynamics 365 for Finance and Operations, over the last 15 years I have provided advice to many customers, with the bulk in manufacturing and services, regarding their infrastructure needed to support ERP.   Speaking to today’s business owners there is a lot of confusion around the installation or deployment of Dynamics 365 for Finance and Operations.   Here is my perspective at a high level the pros and cons of deploying Dynamics 365 in the cloud, or on premise.

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SAP Anywhere Customers Replace with Acumatica or Dynamics

March 28, 2018 / 0 Comments / in Dynamics 365 Enterprise, Dynamics 365 for Finance and Operations, Acumatica, Acumatica Cloud ERP, Clients First Dynamics Partner, Dynamics NAV, SAP Anywhere / by Nancy Phillippi

SAP Anywhere did not go far.  In a prepared statement, a SAP representative said  it evaluates its current solution portfolio from time to time and makes changes based on its overall cloud ERP strategy.  "As such, we have decided to sunset the SAP Anywhere solution," said SAP. "We will be working closely with our customers to help them transition off the product and to find a new SAP solution that best fits their needs."

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Dallas Hosts Dynamics 365 Saturday

March 07, 2018 / 0 Comments / in Dynamics 365 for Finance and Operations / by Nancy Phillippi

If you have been curious about Dynamics 365 Enterprise or you are a customer that wants to learn more about the product then join us for the Dynamics Saturday at the Irving, TX Microsoft office.   Time to register is limited so drop those plans you have to work in the yard and sign up for a casual day of education and sharing of ideas. This is the first  and only U.S. event based on the schedule.  The events started in Europe and have now extended worldwide with upcoming events in Portugal and Australia so far.  Per the 365saturday.com website:

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