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3 Ways Microsoft Dynamics Helps You to Improve Your Client’s Supply Chain

Posted on: October 28, 2020 | By: Lauren Yang | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Microsoft Dynamics 365 for Supply Chain Management enables businesses to utilize data access, insights, and innovations to reduce inefficiencies and costs. While optimizing supply chain operations, you can improve your client’s supply chain through a unified ERP solution. Connecting sales with purchasing, production with warehouse management, and business-wide data with calculated organizational plans lets you drive automation throughout the manufacturing process with strategic decision making. In this blog post, we will be discussing...


Understanding AP Workflow Automation in Acumatica 2020 R2

Posted on: October 21, 2020 | By: Josie Mah | Acumatica

On September 16th, Acumatica announced the latest version of its award-winning cloud ERP product and introduced its new advances across the platform. One of Acumatica 2020 R2’s most anticipated new features is its AP Workflow Automation, which is described as a new machine learning and AI process that will reduce time spent on manual data entry. More specifically, Acumatica 2020 R2 users can use an Outlook plugin to send a...


How to Manually Depreciate Fixed Assets Effectively

Posted on: October 21, 2020 | By: Lauren Yang | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Are you interested in learning how to depreciate assets effectively so you can spread out costs and generate more revenue? Manual depreciation is a flexible depreciation method that is often used to define an extraordinary depreciation profile on the Books page, such as a non-periodic depreciation for special purposes (for example, tax). Depreciation is a periodic transaction that typically reduces the value of the fixed asset on the balance sheet, and is charged...


Using Microsoft Dynamics CE (CRM) for Insurance Agency Management

Posted on: October 20, 2020 | By: Josie Mah | Microsoft Dynamics CRM

Over the past several years, insurance agencies big and small have switched to Microsoft Customer Engagement (CRM) for managing their daily activities. In the past, these tasks might have been performed using an Agency Management platform software package, but many users have since realized that such packages were too rigid in their customizations. As a result, owners began to look for alternate platforms that allowed for full customization, included familiar...


How to Define a CSV File for Bank Statement Imports in Business Central

Posted on: October 19, 2020 | By: Josie Mah | Microsoft Dynamics Business Central

Microsoft Dynamics 365 Business Central, an eminent ERP and CRM solution, allows businesses to easily reconcile their bank accounts by importing bank transactions. In this blog post, we will explain how to define a CSV file for a bank statement imports in Business Central. In order to match transactions, a bank statement import format needs to be set up to enable mapping of the bank reconciliation. Before beginning the reconciliation...


3 Exciting New Features of Microsoft Dynamics GP 2020

Posted on: October 15, 2020 | By: Josie Mah | Microsoft Dynamics GP

Microsoft Dynamics GP has transformed businesses by providing a platform for data access and analysis. The much-anticipated 2020 version of Microsoft Dynamics GP offers users a variety of new features, making the use of the platform easier than ever. In this blog post, we explain how to use three of these new features. 1. Copy and paste purchasing transactions and distributions The Fall 2020 Microsoft Dynamics GP now allows the...


Top 4 Ways Microsoft D365 Allows You to Make the Most of Your Tech

Posted on: October 12, 2020 | By: Lauren Yang | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

In today’s highly technical world, many manufacturers are investing in powerful business technology. Microsoft D365 for Finance and Supply Chain Management gives you a centralized way to codify budgets, business solutions, and financial reports. By providing an operations solution targeted for accounting processes, D365 works to digitize production insights and drive process optimization, enabling you to efficiently reach your business goals. In this blog post, we will be discussing four ways you can make the most out...


Maximizing D365 Licensing Types

Posted on: October 12, 2020 | By: Lauren Yang | Microsoft Dynamics AX/365

From different licensing options to customizable user plans, the à la carte sales model of Dynamics 365 empowers customers to tailor packages for applications licenses specific to their needs. This comprehensive business management solution can accelerate and evoke business transformation through its capabilities. By understanding the different licensing types, user types, and pricing for Dynamics 365, customers can maximize savings based on company size, business plan, and specific job roles.  To read more about Logan Consulting’s expert...


How to Use Generic Inquiries to Show Information in Acumatica

Posted on: October 7, 2020 | By: Josie Mah | Acumatica

In order to make informed decisions, businesses need to consolidate and analyze their datasets. In this blog post, we will explore an example of how to turn data into information in Acumatica: Using Generic Inquiries to show information as a Side Panel. In this example, the objective will be to show a list of inventory items with availability and allocations. Using the following method, you will be able to link...


Using Power Automate (Flow) to Create Sub-Folders in SharePoint

Posted on: October 7, 2020 | By: Sarah Han | Microsoft Dynamics CRM

The native SharePoint Online integration is a great feature in D365 Customer Engagement (CRM). It allows users to do a variety of things, including: Create, Upload, and View Documents in SharePoint from within the customer engagement apps. Take advantage of SharePoint document abilities such as checking documents in and out. Provide an organized method for locating documents with the app; a better approach than just creating attachments to a note...