Blog

Vendor and Customer Field Approval Workflow in Dynamics 365 for Finance and Operations

Posted on: January 17, 2019 | By: Jarrod Kraemer | Uncategorized

Authored by: Chris Rusing Many of the workflows in D365 for Finance and Operations (and in previous versions of AX) were only available for guiding transactions and business processes in the system.  However, in one of the latest updates to D365, MS has introduced the concept of workflows for approving changes to fields in the vendor and/or customer record.  This is a powerful tool to make sure that vendor fields...


Vendor Consignment in Dynamics 365 for Finance and Operations

Posted on: January 17, 2019 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Rosey McAdams A great new feature rolled out with Dynamics 365 for Finance and Operations is the vendor consignment functionality.  In prior versions of Dynamics AX handling vendor consignment was not supported without some clunky work arounds or customization.  With that said, if your company does have vendor consigned inventory it wouldn’t be a bad idea to upgrade to Dynamics 365 soon.  For those of you who are...


Looking to Improve Productivity? Implement D365 for Finance and Operations

Posted on: January 15, 2019 | By: Sarah Hoagland | Microsoft Dynamics AX/365

One goal that every organization strives to achieve is to make effective and smart business decisions in a timely manner. Within Microsoft Dynamics 365 for Finance and Operations, there are many features that can improve your performance. With real-time data and customized workspaces, your organization will excel after implementing Microsoft Dynamics 365 for Finance and Operations. Read on to find out how you can improve your productivity. Personalized Workspaces With...


Step-by-Step to Add New Dynamics/CRM Users to SharePoint

Posted on: January 15, 2019 | By: Sarah Hoagland | Microsoft Dynamics CRM

Authored By: John Hinchy We recently received a client request to help with an error for a user tracking to track documents in SharePoint from their Dynamics CRM system. This started as a tricky situation because the error was very generic and did not give a log nor details about why the user could not post a document to their CRM SharePoint site. When setting up SharePoint in CRM there are many...


Add Percentage Labels to Your Charts in Dynamics 365/CRM

Posted on: January 8, 2019 | By: Sarah Hoagland | Microsoft Dynamics CRM

Authored By: John Hinchy One of the most important features in Microsoft Dynamics 365 Customer Engagement is the ability to use dashboards. These are the visual interpretation of all data used and collected in your Dynamics CRM system. Dashboards are meant to be user friendly, customizable windows that give users the ability to view lots of data quickly at a high level. Whether manager, sales, administrators, or service workers, a well put...


Implement Deduction Management!

Posted on: December 31, 2018 | By: Andy Vitullo | QAD Financials

QAD's Enterprise Edition Financials has a robust Accounts Receivable Deduction Management tool.  If your customers typically take deductions on their payment remittances, Deduction Managment will enable your Accounts Receivable team to better manage these payment issues. Customers typically take deductions because they believe they are entitled to the deductions.  These deductions can be a result of the following: Discounts are taken outside the discount window. Product Quality issue have resulted...


General Ledger Chart of Accounts Organization

Posted on: December 31, 2018 | By: Andy Vitullo | QAD Financials

As businesses migrate to new ERP systems,  they should consider a refresh of the General Ledger Chart of Accounts.   Typically, the legacy charts have been in place anywhere from 10 to 20 years.   The business has cycled a number of controllers and accounting managers within the life of the legacy system.  Because of the age the legacy system and the lack of continuity of the accounting teams, ERP...


QAD AP Automation

Posted on: December 31, 2018 | By: Andy Vitullo | QAD Financials

Business should focus on Transactional Automation for common repeatable transactions.  When approaching automation, the following items should be considered: Is there a return on the investment to automate? Will automation increase transactional accuracy? Are their standard business rules that can be applied to every transactions in the population? Supplier Invoice Processing is a transaction in  QAD's Enterprise Edition ERP that is ripe for automation.  Businesses typically have multiple people processing...


What Should You Consider When Planning to Implement QAD EE ERP?

Posted on: December 20, 2018 | By: Sarah Hoagland | ERP Selection, QAD Business Process

Consider planning a birthday party for friends or family. Without careful planning of guests, caterers, party decor, etc., your fancy get together may not be as successful as you had once hoped. Beginning a QAD EE ERP project is a task that your organization should strategically plan and carry out. With ERP planning comes significant consideration which can make or break the success of your implementation. At Logan Consulting, we...


Case Management in D365 for Finance and Operations Part 2: Cases in Action

Posted on: December 13, 2018 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Kevin Gallagher Overview Now that we have the initial Case Management setup complete, we can open our first case! If you want a refresher on case setup, feel free to take a look at Part 1 of my blog. Business Scenario The case process we setup in part 1 was designed around a customer return scenario that could be applicable across many industries. In our specific scenario, a...