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Dynamics 365 Reports Demo

Dynamics Enterprise Reporting Tools and Power BI

Dynamics 365 Enterprise Video

Reporting Tools including Power BI

Informative

This video by Clients First Sales Engineer, Hope Enochs, explains and demonstrates the reporting tools including, Management Reporter, Excel, SQL Reporting Services and Power BI available within the latest Dynamics 365 Enterprise for Finance and Operations (formerly Dynamics AX). Download the PPT presentation. 

Watch this short video then reach out to us for a full demonstration of Dynamics 365 Enterprise.

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Dynamics 365 Enterprise Edition is a touch screen enabled, do anything from anywhere, at anytime on almost any device; ERP and App package.  We are excited by the packages interoperability given to the ERP by the Common Data Model, Power Apps, and Flow.  And think you should be excited too.

Need a partner to help you navigate your AX or Dynamics 365 Enterprise system or want to learn more about how Dynamics can work for you:  We are a national organization serving an international base.  We are a Microsoft Gold Partner and would love to show you how we put our clients first since 2003. Please feel free to call or email us to discuss how we can help you today!

Dynamics 365 for Plant MRO Video

Dynamics 365 Enterprise MRO Plant Services

Dynamics 365 Enterprise Video

Equipment Maintenance, Repair and Overhaul (MRO)

Informative

Machinery and equipment are often required in the production process and when a needed machine or piece of equipment is unavailable, it can create havoc on an organization’s production and / or operational schedules and even, at times, affect the customer.  While we can’t stop the need for preventative maintenance, we can work towards reducing unplanned repairs with diligent and timely planned preventative maintenance.  Effectively managing this is one of the best ways to limit MRO tasks having as small effect as possible on customers.

Watch this short video then reach out to us for a full demonstration of Dynamics 365 Enterprise.

Dynamics 365 Enterprise Edition is a touch screen enabled, do anything from anywhere, at anytime on almost any device; ERP and App package.  We are excited by the packages interoperability given to the ERP by the Common Data Model, Power Apps, and Flow.  And think you should be excited too.

Need a partner to help you navigate your AX or Dynamics 365 Enterprise system or want to learn more about how Dynamics can work for you:  We are a national organization serving an international base.  We are a Microsoft Gold Partner and would love to show you how we put our clients first since 2003. Please feel free to call or email us to discuss how we can help you today!

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 365 Personalize User

Dynamics 365 Enterprise User Experience Video

Dynamics 365 Enterprise Video

Personalize the User Experience

Tips and Tricks

One of the truly remarkable things about Dynamics 365 Enterprise is that it offers an intuitive, modern, and totally customizable user interface.  Dynamics 365 Enterprise even goes one step further to personalize a user’s work experience.  When you exit a form, Dynamics 365 Enterprise remembers what areas of information you were viewing so that the next time you call up a record in that form, it will display the same areas of information again, just for you.

Watch this short video then reach out to us for a full demonstration of Dynamics 365 Enterprise.

Dynamics 365 Enterprise Edition is a touch screen enabled, do anything from anywhere, at anytime on almost any device; ERP and App package.  We are excited by the packages interoperability given to the ERP by the Common Data Model, Power Apps, and Flow.  And think you should be excited too.

Need a partner to help you navigate your AX or Dynamics 365 Enterprise system or want to learn more about how Dynamics can work for you:  We are a national organization serving an international base.  We are a Microsoft Gold Partner and would love to show you how we put our clients first since 2003. Please feel free to call or email us to discuss how we can help you today!

Dynamics 365 Process Manufacturing Video

Dynamics 365 Enterprise Process Manufacturing Demo

Dynamics 365 Enterprise Video

Process Manufacturing

Informational

Process, Discrete, Mixed Mode Manufacturing is available within Dynamics 365 / AX Enterprise and can be done all at the same time too.  Our team understands manufacturing and is a good resource for your Dynamics 365 implementation.

Process Manufacturers Operational Requirements are Met with Dynamics 365

  • Products manufactured in batch or semi-continuous processes
  • Batch methods include mixers, batch reactors and extruders
  • Semi-continuous methods include plug-flow reactors, fiber manufacturing and looms
  • Production completed in batches with a standard batch size
  • Production process allows for yield loss along with scrap
  • Consumption of materials may be linear or non-linear based upon batch size
  • Sales, Procurement and Inventory managed in dual measure
  • Batch (LOT) tracking requirements along with quality inspection and testing
  • Shelf life tracking on manufactured and purchased materials

Dynamics 365 Enterprise Process Manufacturing Production Tools

  • Retention of complex formulas
    • Multiple formula versions
    • Co-products and by-products
    • Scaling quantities in formula
    • Material substitution
    • Master planning
      • Generate production plan
      • Balance production
    • Containerized Packaging
      • Group and process related batch orders
      • Balance the production of bulk material
      • Enhance cost management of multiple outputs

Dynamics 365 Enterprise Process Manufacturing Inventory Tools

  • Manage shelf life products
    • First expiring first out date controlled
  • Manage product compliance
  • Advanced lot / batch tracking and control
    • Track Vendor batch information
  • Approved Vendor list
  • Catch weight

Dynamics 365 Enterprise Process Manufacturing Sales Tools

  • Order Management
  • Customer batch attributes requirements and constraints
    • Same batch reservation
  • Manage batches with expiration and best before dates
    • Disregard expired batches
  • Manage commodity pricing
  • Setup and apply complex rebates

Dynamics 365 Enterprise Process Manufacturing Quality Tools

  • Manage quality standards
  • Automate generation of quality orders
    • Notification when inspection is required
    • Define stopping events
    • Block batches that are under inspection
  • Record testing results
    • Record test results and use results in sales distribution
    • Release batches that pass inspection
    • Retain or quarantine batches that do not pass inspection
      • Track non-conformances
  • Use Scalability in formulas to ease maintenance and data integrity
  • Use enhanced Batch Control to ensure delivery performance
  • Use Consolidated Orders to balance production
  • Use Quality Orders to ensure consistency in quality control

Watch this short video then reach out to us for a full demonstration of Dynamics 365 Enterprise.

Dynamics 365 Enterprise Edition is a touch screen enabled, do anything from anywhere, at anytime on almost any device; ERP and App package.  We are excited by the packages interoperability given to the ERP by the Common Data Model, Power Apps, and Flow.  And think you should be excited too.

Need a partner to help you navigate your AX or Dynamics 365 Enterprise system or want to learn more about how Dynamics can work for you:  We are a national organization serving an international base.  We are a Microsoft Gold Partner and would love to show you how we put our clients first since 2003. Please feel free to call or email us to discuss how we can help you today!

Dynamics 365 Enterprise Case Management Video

Dynamics 365 Enterprise Case Management Demo

Dynamics 365 Enterprise Video

The Case for Case Management

Tips and Tricks

All companies have ‘things’ (issues, problems and/or unusual, unique requirements) to deal with from time to time.  The information needed isn’t usually in just one or two places, they are absolutely everywhere.  There are issues related to customers, vendors, employees, products, services, sales orders, purchase orders, projects, and I could go on.  But the name of the game is always the same.  Be aware, address quickly, communicate effectively, identify and carryout the resolution as soon as possible and with as little labor as possible.  And then if applicable, find a way to ensure or limit the times or ways it can happen again.

Does your company manage these types of things in a consistent, visible way?  Is it in ways that allow you to gather, analyze, track, document, provide guidance for next steps and suggest previously proven resolutions for newly reported issues?  Do you have measures in place so that when a team member is away, another team member will pick up the ball?

Any ERP solution worth its weight in salt, should offer assistance in this area. Dynamics 365 Enterprise certainly does a good job of it.  And it does it in a very flexible way, allowing businesses to manage all the ‘things’ by creating repeatable, efficient processes that can continually be refined and utilized throughout all departments and for all operations.

Watch this short video then reach out to us for a full demonstration of Dynamics 365 Enterprise.

Dynamics 365 Enterprise Edition is a touch screen enabled, do anything from anywhere, at anytime on almost any device; ERP and App package.  We are excited by the packages interoperability given to the ERP by the Common Data Model, Power Apps, and Flow.  And think you should be excited too.

Need a partner to help you navigate your AX or Dynamics 365 Enterprise system or want to learn more about how Dynamics can work for you:  We are a national organization serving an international base.  We are a Microsoft Gold Partner and would love to show you how we put our clients first since 2003. Please feel free to call or email us to discuss how we can help you today!

Dynamics 365 Document Management and Workflow

Dynamics 365 Enterprise Document Management and Workflow

Dynamics 365 Enterprise Video

Workflow and Document Management – Out of the Box

Informational

If your internal approval processes require physical steps, paper, pen and/or ink, then it’s time for you to consider some process improvements!  It’s a proven fact that process improvement puts you on the fast path to getting the most bang for your buck in business.

Set up automatic, electronic approval processes that will allow you to manage, control, and increase visibility across all departments; and for a number of transaction types such as purchase requisitions, purchase orders, expense reports, sales quotes, sales orders, new employee and employee termination workflows and that’s only naming a few.

Attach notes, receipts, pictures, documents, files, URL’s to customers, vendors, products, sales quotes, sales orders, purchase orders, expense reports, production orders, quality orders, transfer orders… well honestly, just about… if not all… transactions and data stored throughout the system can have attachments associated with it.  Improve communication with accessible information.

Watch our video ‘Oil your processes with Workflow and Document Management in Dynamics 365 Enterprise’ to see if there’s potential for us to assist you in ensuring your operations are running like a well-oiled machine!

UPDATE 8/24/17

OCR interface for capturing vendor invoices automatically:

  • Out of the data entities invoice header, invoice lines, and invoice attachments.
  • Exception processing for invoices. A frontend UI for users to make it easy to track failed invoice imports.
  • A side by side invoice attachment viewer to imported invoices and exceptions.

Dynamics 365 Enterprise Edition is a touch screen enabled, do anything from anywhere, at anytime on almost any device; ERP and App package.  We are excited by the packages interoperability given to the ERP by the Common Data Model, Power Apps, and Flow.  And think you should be excited too.

Need a partner to help you navigate your AX or Dynamics 365 Enterprise system or want to learn more about how Dynamics can work for you:  We are a national organization serving an international base.  We are a Microsoft Gold Partner and would love to show you how we put our clients first since 2003. Please feel free to call or email us to discuss how we can help you today!

Dynamics 365 Power of the Task Recorder

Dynamics 365 Enterprise Power of the Task Recorder

Dynamics 365 Enterprise Video

Power of the Task Recorder

Tips and Tricks

The Task Recorder makes Dynamics 365 Enterprise easier to deploy throughout your organization. This is another great tool from Microsoft to improve your company’s productivity. The Task Recorder has multiple different purposes but as the name implies, it’s primary purpose is to record a process.  The output of this recording can be used in several ways.  It can be used to create:

  • Document and visually map your processes
    • visual diagram of your processes
    • create written process documentation in word
  • Create a task guide, which offers a guided user experience.  The ultimate tool for new user training.

The Task Recorder is a valuable tool bringing many benefits to your organization.

  • Increase communication and resolution time when issues arise.
  • Increase your productivity
  • Train new users efficiently during the original implementation and also at times of staff turnover.
  • Assist with your ISO certification process

Dynamics 365 Enterprise Edition is a touch screen enabled, do anything from anywhere, at anytime on almost any device; ERP and App package.  We are excited by the packages interoperability given to the ERP by the Common Data Model, Power Apps, and Flow.  And think you should be excited too.

Need a partner to help you navigate your AX or Dynamics 365 Enterprise system or want to learn more about how Dynamics can work for you:  We are a national organization serving an international base.  We are a Microsoft Gold Partner and would love to show you how we put our clients first since 2003. Please feel free to call or email us to discuss how we can help you today!

Dynamics 365 Inventory Demo

Dynamics 365 Enterprise Inventory Control

Dynamics 365 Enterprise Video

Inventory Control and Management

Informational

Inventory management and control is the heart and pulse of many businesses.  It’s imperative you have the products your customers want when they want them, especially now in our “instant gratification” culture.  There is a very fine balance between this and controlling the costs associated with holding stock.  “Just in time” inventory is something that all inventory based business strive towards but it’s never an easy thing to accomplish and the factors involved are numerous.

How well does your company walk this inventory tightrope?  Does your team have the tools and information they need so they don’t lean to far one way or the other?

Microsoft Dynamics 365 Enterprise offers very robust inventory management and control functionality.  The video below highlights this functionality.

Dynamics 365 Enterprise Edition is a touch screen enabled, do anything from anywhere, at anytime on almost any device; ERP and App package.  We are excited by the packages interoperability given to the ERP by the Common Data Model, Power Apps, and Flow.  And think you should be excited too.

Need a partner to help you navigate your AX or Dynamics 365 Enterprise system or want to learn more about how Dynamics can work for you:  We are a national organization serving an international base.  We are a Microsoft Gold Partner and would love to show you how we put our clients first since 2003. Please feel free to call or email us to discuss how we can help you today!

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.

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