Dynamics 365 for Financials

Dynamics 365 for Financials Has A New Name

Dynamics 365 for Financials once known as “Project Madiera” gets a new name starting 07/01/2017; the software will be called “Dynamics 365 for Finance and Operations, Business Edition” to better reflect its capabilities. Whatever the name, I am excited to share the functionality of the software to help SMB’s solve supply chain issues through the use of an ERP that will have the full capabilities of NAV in October.

Read more

Upgrading ERP software

Webinar: Manage Changes to Sales Tax on Services

ERPVAR and Avalara will be hosting a webinar on everything you need to know about changes coming to Sales Tax on Services. The webinar will go over the:

  1. Where: what places are being affected by these changes,
  2. What: what those changes are and how they will affect your business,
  3. Why: why there is sales tax on services and what methods states use to tax services.

The webinar will be on May 23 at 11am PT/2pm ET. To learn more information about the webinar, go to their webinar page.

Register for the webinar to save your seat!

Date: Tuesday, May 23

Time: 11 am PT/2 pm ET

Location: Your desk!

Register for Webinar

5 ERP Myths

5 ERP Myths You Believe, pt. 2

Is your business considering implementing an ERP solution, but are hesitant due to hearing some ERP horror stories. What if I told you that they may not even be true? In the first part of Top 5 myths about ERP, I talked about the purpose, affordability, and customization of ERP. In part two, we will be discussing two more myths about ERP.

Read more

5 ERP Myths

5 ERP Myths You Believe, pt. 1

Enterprise Resource Planning (ERP) is a trusted business tool companies use to monitor and facilitate operations and, in turn, increase revenue. Unfortunately, notoriety is often followed by false hearsay. In this 2-part article, we will be talking about 5 common myths about ERP that some organizations believe.

Read more

5S implementation tips

Starting your 5S Implementation, pt. 3

This third installment will draw a close to our series on 5S implementation tips and tricks. If you haven’t already, take the time to read it from the beginning starting with part 1 and continue with part 2 to learn how to complete a fast, efficient and (most importantly) successful implementation of 5S, a lean business methodology.

Read more

5S implementation tips

Starting your 5S Implementation, pt. 2

This is part 2 of a series on 5S implementation tips to help your business get started. You might recall in part one, we talked about how to get everyone on board and on the same page as well as how to set reasonable goals and expectations for the implementation of 5S. This article will discuss 2 more tips that will help ensure a fast and successful implementation.

Read more

Dynamics NAV to Dynamics 365 for Financials

Dynamics 365 for Financials Functionality

Overdue Announcement Made: Dynamics 365 for Financials will  have the full functionality of Dynamics NAV

Updated 05/25/2017: If you have been a follower of our blogs about Dynamics NAV, then you will have noticed our almost year long silence about the software. Clients First Texas specializes in helping manufacturers, MRO’s and Service Companies  with ERP software.  Because Dynamics 365 for financials only contained a subset of Dynamics NAV functionality, we did not think that Dynamics for Financials would be a good fit for our clientele.  Our stance on this has changed as Dynamics 365 for Financials will have “full NAV” functionality by the end of the year.  At Directions Asia held in March 2017, Microsoft announced that Dynamics 365 for Financials will have the same code base, and be the same product but will be offered in a SaaS model.  Oct 1, 2017. Read more

Starting your 5S Implementation, pt. 1

If you haven’t read our article explaining what is 5S along with its benefits we recommend you read this article to get a general understanding of how lean principle 5S works. In this article, we will be breaking down the process how to get started with 5S.

Read more

Acumatica APIs

Acumatica API Integration and Cloud Communication

When Acumatica released its 6.o version, one of the key new features announced was its Contract-Based API, REST Endpoints, and REST APIs. All of these features are used to request information from one cloud to another. In this article, we are going to be exploring Acumatica API integration.

Read more

Recap: Acumatica Field Services Video

Thank you to all who attended our Acumatica Field Services Webinar. We had a great time talking with Acumatica’s Tom Costa about this very intuitive tool. If you missed the webinar, then feel free to watch a recording of it.   By watching the demo video of the Field Services Edition you will observe the software’s clean integration between the employees at the home office and the employees out in the field using mobile devices. Read more