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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.  


Clients First is a Top 100 VAR at Number 23

July 06, 2018 / 0 Comments / in Dynamics 365 for Operations, Microsoft Dynamics AX, Microsoft Gold ERP CSP Dynamics Partner / by Nancy Phillippi

This year's list of the Top Value Added Resellers (VAR) or Partners has been released by Bob Scott's Insights. Clients First ranked number 23 this year which is about where we are listed every year in the Top 100 VAR ranking. What this means to customers is pretty much summed up by our Managing Director, Mike Conti "We are big enough to have the resources needed to provide a successful implementation and small enough to care."


Do You Ship? See Pacejet and Dynamics Together

May 17, 2018 / 0 Comments / in Dynamics Warehouse, Dynamics 365 for Operations, Dynamics 365 Enterprise, Microsoft Dynamics AX, Pacejet / by Nancy Phillippi

Do you ship?  Join us for a quick 30 minute webinar to learn more about Pacejet and how we help businesses save money, increase efficiency, and provide better customer service by using the technology of Pacejet shipping. The Pacejet cloud-based shipping platform harnesses Dynamics technology to power real-time transactions with more freight, parcel, 3PL carriers, and shipping services than any other application. Now users can increase visibility to lower costs and improve efficiency, as well as the overall customer experience.

Shipping Software for Dynamics AX 365


Tips for Upgrading from Dynamics AX 2009 to Dynamics 365

May 15, 2018 / 0 Comments / in Dynamics 365 for Operations, Microsoft Dynamics AX, Microsoft Gold ERP CSP Dynamics Partner, Dynamics 365 Enterprise / by Nancy Phillippi

Extended support is ending for Dynamics AX 2009 SP1 on 10/21/21. It’s time to seriously get a plan in place to move from your legacy Dynamics AX to a better experience with Dynamics 365 for Finance and Operations (D365FO). There are several areas to consider which will take time and planning to ensure your business gets the most from this migration.  I hope this tip list helps planning your upgrade a little bit smoother. 


Dynamics 365 Enterprise Finance & Operations Modules - An Overview

April 11, 2018 / 0 Comments / in Microsoft Dynamics AX, Dynamics 365 for Operations, Dynamics 365 Enterprise / by Nancy Phillippi

The  release of the new Dynamics 365 for Finance and Operations (formerly Dynamics AX) as been a challenge for us for only one reason  - the name! The name is too long and the list of modules, features and functionality is long too - which is a good thing.  It's a business software solution that can exceed business requirement needs across many different lines of a global business including finance, discrete, process and mixed mode manufacturing, distribution, services, and even retail.  Deploy on the Microsoft Cloud or on your own servers.


Dynamics AX Customers Upgrade  FAQs

March 22, 2018 / 0 Comments / in Dynamics 365 Enterprise, Dynamics 365 for Operations, Microsoft Gold ERP CSP Dynamics Partner, Microsoft Dynamics AX / by Nancy Phillippi

Existing Dynamics AX customers are probably getting bombarded with email from Microsoft about Dynamics 365 Enterprise for Finance and Operations.   Sometimes these communications can end up not addressing your questions but do peak your interest.  Here is a brief summary of some of the reasons you should start the review process, and why you should get started now since this is the absolute best release of Dynamics AX - now named Dynamics 365 Enterprise.  


Mainstream Support Ends April 10 - AX 2009

January 23, 2018 / 0 Comments / in AX 2009 support, Dynamics 2009 support, Dynamics 365 Enterprise best partner, Dynamics 365 for Finance and Operations, Dynamics AX, Microsoft Dynamics AX / by Nancy Phillippi

Dynamics AX 2009 customers please note that Mainstream support ends on 4/10/18. Extended support ends 10/12/21. It is time to start making plans to migrate to Dynamics 365 Enterprise or even Dynamics AX 2012 R3. If you need help deciding which option is best for your business, please reach out to our team or your Dynamics Partner.  Since there is an on-premise version along with several hundred companies on the SaaS version, even the most cautious company can be confident that this Nov 2016 release is mature and ready for prime time.


It's Budgeting Time!

November 09, 2017 / 0 Comments / in ERP Software, Dynamics 365 Enterprise, Dynamics 365 for Operations, Microsoft Dynamics AX, Budgeting / by Courtney Collum

The phrase “It’s budget time” generally produces a groan from everyone who participates in this time consuming, often misunderstood process. I have heard all the arguments on budgets: “It’s just a guessing game,” “How can I possibly know what is going to happen next week let alone 6 months from now,” “I have to add extra expenses because I know management is going to reduce what I submit,” “I don’t understand budgets,” “I don’t have hours to spend coming up with ‘fake’ numbers that are going to be ignored,” and “why do we need a budget if it is not always accurate?”


Migrating Dynamics AX to D365 Enterprise with Data Masons' EDI

August 01, 2017 / 0 Comments / in EDI, Dynamics 365 Enterprise, Dynamics 365 for Operations, Microsoft Dynamics AX / by Nancy Phillippi

Join Glenn McPeak, an EDI expert and Principle at Data Masons on Thursday August 3, 2017 at 1 PM EST to discuss:

  • How the elimination of the AIF and public cloud impacts integration.
  • The expanded integration opportunities introduced in the Dynamics 365 for Operations platform.
  • How the Dynamics 365 cloud-based, entity driven integration model fits into the existing Data Masons framework based on the AIF and SQL Views oriented integration model.
  • New cloud deployment options for Vantage Point EDI.
  • The upgrade process, planning and budgeting for Dynamics AX Users running Vantage Point EDI.   

Clients First has had a long business relationship with Data Masons. They are experts in EDI for Dynamics AX and for Dynamics 365. We know their team will get this business critical process setup correctly and efficiently for our customers. 

Register here


How to Define Key Business Processes Globally

April 21, 2017 / 0 Comments / in Microsoft Dynamics AX / by Anita Smallwood

Task Guides Make Defining Key Business Processes Globally Easier 

Are you a manager or director of human resources, engineering, production, purchasing, or transportation and you are constantly taken away from your job to explain how to do business procedure "X"?  A feature called Task Recorder in Dynamics AX and Dynamics 365, can make your job more satisfying by being able to EASILY record and share the steps needed to perform a task. By using task recorder in Dynamics 365 or Dynamics AX, you are free to answer more pertinent questions; complete the actual functions required of your role instead of directing and training employees on how to perform day-to-day tasks.

This happens often to a purchasing manager I just met.  He is swamped with calls asking if he can add a vendor that costs 6K less than what is quoted in the approved vendor list?   When he replies no, a barrage of emails ensues, regarding Canada’s budget and bonus potential, nevermind why the vendor list exists in the first place.

Whitepaper Download ERP Success for the Complex Job Shop

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