Clients First Top Acumatica and Dynamics Partner

Clients First Top 100 ERP VAR

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. Read more

Freight Auditing for Pacejet

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.   Read more

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

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. Read more

SAP Anywhere Customers Replace with Acumatica or Dynamics

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.” Read more

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:

https://support.microsoft.com/en-us/help/17140/general-lifecycle-policy-questions

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.

Benefits of ERP

6 Manufacturing Problems ERP Solves

6 Manufacturing Problems ERP Solves Manufacturers face various challenges every single day. The challenges may vary from one manufacturer to another. However, there are common problems facing all the manufacturers alike. Some of these issues can be addressed using personalized company policies or well-designed SOPs (Standard Operating Procedures)  while others can be addressed by implementing […]