Mass Personalization in Dynamics 365 Finance and operations

Posted on: June 19, 2020 | By: Michael Angel | Microsoft Dynamics AX/365, ERP Selection, Microsoft Dynamics Manufacturing

Users have been able to use personalization since Dynamics AX. Users in the past could add/hide various fields and columns that would make there work day more efficient. The issue would come from the inability to transfer that personalization from one user to another. Mass personalization removes that headache and provides the ability to apply a personalization to all users seamlessly. How it Works A user personalizes a screen to...


Dynamics D365 Finance and Operations: Basic understanding of Security Configuration

Posted on: June 19, 2020 | By: Michael Angel | Microsoft Dynamics AX/365, ERP Selection

Security configuration can be a very complex and daunting task that can often get overlooked during an implementation. Security is an essential piece to any implementation due to the various levels of sensitive information that should only be viewed by certain people who have clearance. In order to make the security configuration process less daunting, a business should know Dynamics Security Structure. Microsoft has designed security based on Roles. This...


Acumatica: Sales Order Management

Posted on: December 3, 2019 | By: Michael Angel | Acumatica, ERP Selection

Acumatica’s order processing software allows users to centrally manage sales activities, such as enter quotes, fulfill sales orders, track prices and track discounts. The Sales ordering process is a great process for any small to mid-sized company that does not have a complex sales ordering process. Benefits of Acumatica 1.Dashboards Acumatica has the ability to enable sales dashboards that allow you to see various activities. This allows for the ability...


Stuck Batch Correction

Posted on: September 26, 2019 | By: Michael Angel | Microsoft Dynamics GP, Professional Services, Microsoft Dynamics Manufacturing

One of the most common issues that occur in GP is the issue of a stuck batch. A stuck batch can occur due to connection issues that can occur due to various reasons (Network Issues, Workstation errors, massive data processing etc.). While users can attempt to correct the connection issues, it is likely that at some point users will be forced to deal with a stuck batch resulting from a...


How Can Business Central Improve Your Company?

Posted on: June 13, 2019 | By: Michael Angel | Professional Services, Microsoft Dynamics Business Central

Microsoft Dynamics Business Central, a cloud-based version of Microsoft Dynamics NAV, finally released earlier this year. Business central is ideal for a company that is in the small to medium in size range. Most would say that the main reason business central can improve a business is due to the Automated processes and workflows, Cross-department data and process flow, and the centralized data management. While Business Central can provide this...


Prevent Fraud Within Your Company

Posted on: April 5, 2019 | By: Michael Angel | Professional Services, Microsoft Dynamics GP, ERP Selection

Companies on a daily basis deal with large numbers of transactions which can cause lots of ins and outs within the company. This can make managing a company more complex which can cause lots of strain on upper-level management. In today’s day of electronic transactions, it can make it difficult to trust entries and cashing of checks.  Therefore, many Cash Management departments of Banks came out with an automated fraud...


Checks and Balances of ERP’s

Posted on: December 12, 2018 | By: Michael Angel | ERP Selection

What are the Threats of ERP? Enterprise Resource Planning (ERP) Environments play a pivotal role in the day to day operations of any business. These systems allow businesses to create sales orders and purchase orders, apply payments, receive inventory, etc. These transactions produce vast amounts of sensitive information, such as bank account numbers, inventory levels, shipment schedules, financial records, and much more. Although these ERP environments allow businesses to be...