Dallas Hosts Dynamics 365 Saturday

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:

“Dynamics 365 Saturday is a free Technical & Strategy Event Organised by the Microsoft Dynamics Community MVP’s For CRM and ERP professionals, technical consultants & developers. Learn & share new skills whilst promoting best practices, helping organisations overcome the challenges of implementing a successful digital transformation strategy with Microsoft Dynamics 365.”

There are three tracks:

  1. Customer Engagement (CRM)
  2. Financials and Operations (Dynamics 365 Enterprise)
  3. Productivity and Strategy (Latest in Microsoft products that work with Dynamics, adoption, insights, etc.)

Microsoft executive Chris Koenig is delivering the keynote and some of the sessions in track 3.  Microsoft Dynamics MVPs and Consultants will present the rest of the sessions.

Clear your Saturday and register now. 

Microsoft Dallas
7000 State Highway 161,
Building LC1
Irving, TX 75039

Contact Clients First if you have any questions:  800.331.8382 x108.  Clients First is a Gold Dynamics ERP Partner with Dynamics AX and 365 Enterprise experience  in manufacturing, supply chain, projects and finance.Dynamics 365 Enterprise Buying Guides

What do Manufacturers look for in an ERP

Whitepaper: What Do Manufacturers Look for in ERP Software?

Choosing new manufacturing ERP software that includes great general ledger, accounts payable, cash management, etc., is fairly easy. Decision makers should look for features like easy inter-company transactions perhaps for a complicated process, great reporting and drill-down capabilities. The manufacturer has a much greater challenge. In the last 20 years I have been selling manufacturing solutions and nine times out of ten, the business leaders are not concerned with how the GL or any of the financial modules work. They ask if the software has financial modules and do they work. Often our demonstrations end with financials, or we schedule them for another day, since really what the prospect wants to see is how the software will handle their manufacturing operations.

I came across this whitepaper by Nick Castellina, the VP and Research Group Director at the Aberdeen Group and thought I would share some of the results of a survey focused on manufacturing leaders: What do Manufacturers Look For in an ERP Solution? I have been following Nick’s work for a long time. He provides insightful information for the manufacturing and distribution industries. Read more

Reasons to Upgrade from AX 2009

Mainstream Support Ends April 10 – AX 2009

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.

We have more information on our Dynamics AX 2009 support and services here: http://clientsfirst-ax.com/services/support-axapta-dynamics-ax-365/.

What is mainstream support?

Customers who remain current on the Microsoft Dynamics Enhancement Plan will continue to receive all of the valued benefits of the Enhancement Plan, including regulatory updates and hotfixes, except for some exceptions for Brazil.  Contact you local Brazilian Microsoft office for more information.

What is extended support?

Customers who remain current on the Microsoft Dynamics Enhancement Plan will continue to receives all paid support options, as well as security-related hotfix support which is provided at no charge.

View the Microsoft official details on this topic here:


If you want more information on the software and our services, we invite you to get in touch with our friendly advisers at Clients First Business Solutions.  We are a Gold ERP and CSP (Cloud Service Provider).  We focus on manufacturing, supply chain and MRO industries and implement Dynamics 365, AX, NAV and Acumatica.

Email: Dallas/Fort Worth, Texas , or call at 800.331.8382.

Reasons to Upgrade from AX 2009

Dynamics NAV and 365/AX User Group Summit Gold Sponsors

What are your plans October 10-13, 2017?  We are a proud Gold of NAVUG and AX/Dynamics 365 Enterprise Summit Nashville, one of the most engaging conferences in the industry. And as a Gold ERP,  Clients First is excited to share this experience with you this October in Nashville, TN as we squeeze every last bit of functionality out of the products and get you the ROI you want—and deserve.

Why YOU should attend
NAVUG Summit is THE go-to conference bringing together industry experts, software development vendors, and everyday users to discuss important issues, trends, product updates, customer pain points, and genuine solutions. The value of NAVUG Summit is endless! Here are a few more reasons why you should attend:

  • Meet & network with your Dynamics NAV buddies: Boost confidence, competence, and connections with fellow Dynamics NAV peers who know the importance of learning together.
  • Geek out over great content: Attend hands-on training sessions that will make you feel able to accomplish everyday tasks and take this information back to team members of all skill levels.
  • Learn from your seriously smart peers: Dynamics NAV can be a challenge to master, but with masters in the industry at hand to help, you’ll never have a better chance to grow than at NAVUG Summit.
  • Evaluate and test solutions: Learn about tools available to you and your company, then take them for a test drive, troubleshooting and asking questions that will prepare you to implement new skills as soon as you step back in the office.

Visit us at booth 870 and meet our NAV and AX/Dynamics 365 Enterprise team.  Register here!  https://www.navugsummit.com/home

If you want more information on the software and our services, we invite you to get in touch with our friendly advisers at Clients First Business Solutions.

Email: Minneapolis/St. Paul, Minnesota, or call at 877.428.7205.

Email: Dallas/Fort Worth, Texas , or call at 800.331.8382.

Dynamics 365 Enterprise Webinar: Top 5 Reasons to Upgrade

Dynamics 365 Enterprise Demo

It is time to start working on next year’s budget so why not include a business software upgrade in that budget? You can start by attending our webinar that will be showcasing the latest in ERP (enterprise resource planning) technology: Dynamics 365 Enterprise for Finance and Operations.   This solution can be deployed as a service; SaaS or software as a service or it can be purchased and installed on your own servers.   The best thing about this solution is well, really everything!

Dynamics 365 Enterprise for Operations and Finance  (the new Dynamics AX) is a true Enterprise ERP solution with a global presence.   Multi-company, multi-language, and can support multiple lines of business and operations with one software code-set.

During this free webinar, you will gain insight into the powerful feature set inside the all new Dynamics 365, including:

  1. Easily Create Mobile Apps With Point And Click Functionality
  2. Robust Warehouse Management System all Inclusive
  3. Improved Productivity with Workspaces, Embedded PowerBI Along with Full Office Integration
  4. Flexible Deployment Options, including SaaS on Azure or On Premise
  5. How To Get the Best of Breed “All in one” ERP Without Paying More

Client First is a Microsoft Gold ERP Partner and Cloud Service Provider (CSP) with a team of tenured specialists with core competencies in the implementation and support of Microsoft Dynamics 365 and it’s base code: Dynamics AX. In fact we have over 180 years combined experience in Dynamics AX.  To explore all the capabilities of Dynamics 365 and find out how this business solution can help your manufacturing, supply chain, or MRO organization achieve its full potential.  Reach out to our Texas or Minnesota location and get more information on how Dynamics 365 Enterprise can transform your business.

ERP Predictions

Future of ERP: Looking Ahead To 2015

According to Gartner, ERP acquisitions will continue to rise in 2015. In fact, it seems that enterprise software, especially cloud deployment models, will become an engine of growth for the Information Technology sector.

future of erp

The ERP market is more dynamic than ever before, with an increasing number of Tier 2 solution providers competing for supremacy. Additionally, the need for simpler interfaces, complex functionality, and more ERP options for SMBs will further employ a series of new concepts, such as the Internet of Things (IoT), Big Data, BYOD, BYOC, and BYOA, along with exciting advancements in SaaS, mobility, and Business Intelligence (BI). Needless to say, all these will ineluctably affect the future of ERP.

Top Seven ERP Predictions to Watch for in 2015    

Below are the top seven ERP predictions for 2015, based on what experts are seeing right now.

  1. SaaS versus on-premise solutions: Although ERP trends have swung back and forth between SaaS and on-premise deployment models for years, both will continue to exist and affect the future of ERP to some extent. That’s because many organizations are still adopting both solutions, some preferring on-premise ERP to SaaS and cloud computing options, especially due to security concerns.
  2. ERP module versatility: Businesspeople are aware of the fact that modern ERP software goes far beyond enterprise resource planning. While there has been a dramatic increase in applications designed to extend core ERP functionality, industry watchers are seeing a new trend toward standalone inventory, financial, and customer relationship management modules, which companies can use separately or include in complex ERP solutions. Developers are now expected to extend the functionality of these modules to focus even more on inventory, finance, and customer relationship.
  3. Best-of-breed (BoB) versus Best-of-Suite (BoS): Not too long ago, we witnessed the decline of BoB ERP solutions; but now, they’re returning to the “scene.” As BoB solutions support a higher level of integration with existing infrastructure, they can offer specialized functions in areas where BoS applications, provided as standalone ERP suites, fall short. As a result, organizations will have a lot more options to choose from, which is tremendously useful when a complex set of capabilities is needed. Increased BoB adoption will require better integration between new software solutions and existing functionality, which will turn software architecture into an important prerequisite to ERP success.
  4. Mobile and BI product development: Whether catering to small or large enterprises, developers will add more mobile and BI features to their products. Though mobile and BI functionality won’t necessarily help companies achieve superior results, developers and vendors must keep up with market demands. Because specific ERP features, such as reporting tools and dashboards, work well ported to mobile devices, developers will probably focus on these two areas, which will divert once again the course of ERP.
  5. Social integration: Recent trends, such as IoT, BYOD, and BYOC, have predicted the “big ERP shift” we’re witnessing today. Conceptually, this means that developers are considering the integration of ERP software with social networking for better collaboration and utilization of resources. With more millennials entering the workforce, ERP systems will have to deliver a more user-friendly look and feel, which will irreversibly impact the future of ERP. But it will also solve most of our concerns regarding user adoption of ERP software, eliminating some of the obstacles that hinder progress, such as resistance to change.
  6. Workflow management automation: ERP systems can be configured to automate a series of processes. Since this allows companies to use information more intelligently, with less human input, workflow management automation will become one of the ERP “motivators” in 2015.
  7. ERP implementation failure: ERP products broaden and evolve continuously, which creates new issues with the implementation of ERP projects. Each year brings about new reported failures, especially due to the excessive complexity of new system versions. Unfortunately, implementation failure, considered a “characteristic” of ERP, has turned ERP implementation success into a rare, sequential event.

Given how quickly ERP software is maturing, more context-rich ERP solutions combined with advanced analytics being developed each year, 2015 will probably be a good year for the enterprise sector. This will favorably impact the future of ERP.

Clients First is an expert at implementing  Acumatica, Dynamics 365 and Dynamics AX. Contact our sales team today by calling 800.331.8382 or emailing info@clientsfirst-tx.com. Clients First implements and supports clients across the U.S.A. and in 11 countries. Our team of professionals are ready to help implement the best finance and operations solutions for manufacturers, distributors, project-based manufacturers, MRO (maintenance, repair and overhaul), and professional services.

When is it Time to Replace ERP