Why Migrate to Microsoft Dynamics 365 for Finance and Supply Chain Management

Posted on: July 7, 2020 | By: Elise Wilde | Microsoft Dynamics AX/365

Did you know that mainstream support for Microsoft Dynamics AX is soon being terminated? Well, depending on your current version, you could be experiencing this as early as October of 2021. Logan Consulting is an expert in migrating end-users from Microsoft Dynamics AX to Dynamics 365 for Finance and Supply Chain Management. Want to know more? Here are some of the benefits of migrating to Dynamics 365 for Finance and Supply Chain...


Opening Periods in D365 for Data Management Imports

Posted on: June 19, 2020 | By: Joncarl Luckett | Uncategorized, Microsoft Dynamics AX/365, Professional Services

During an implementation, one of the most important steps is importing old GL data. Prior to uploading historical GL balances, you must open those historical periods. Without opening the historical periods, you will not be able to upload any historical balance. In this blog I will illustrate how to effectively and efficiently open and close GL periods and provide some useful tips and tricks to make your data import job,...


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...


Importing Contacts to Vendors & Customers in D365 for Finance and Supply Chain

Posted on: June 15, 2020 | By: Christopher Rusing | Microsoft Dynamics AX/365

An important part of any ERP implementation is migrating data. It is especially imperative to make sure that you have correct and audited data that is going in the right place. In D365, there can be multiple areas in which information can be stored. Where the information lives in D365 can determine different uses of functionality and how your users can utilize their information to improve their efficiencies. I want...


Create a Forecast Budget in Dynamics 365 for Finance

Posted on: June 15, 2020 | By: Christopher Rusing | Microsoft Dynamics AX/365

The budgeting module in D365 has essentially three levels of complexity that you can setup while configuring your system. We have basic budgeting, budget planning and budget control. Budget planning involves how budgets are created and approved within D365. Budget control limits transactions within the system based on predefined rules. In basic budgeting, you will setup budget codes and budget models to allow you to upload a budget to D365....


Modernize your ERP with a multi-tiered deployment for Finance & Supply Chain Management

Posted on: May 27, 2020 | By: Dona Todorovska | Microsoft Dynamics AX/365

If you're using a primary ERP system that is expensive to customize, it might be time to implement a multi-tier ERP model. Integrating multiple ERP solutions provides a set of capabilities unique to your business needs. At Logan Consulting, we know ERP requirements can be tough to plan; that's why we're here to help. With years of experience helping businesses adopt the solutions they need, we can work with you...


Deploying a D365 Finance and SCM Demo Environment for Initial Analysis – Part 2

Posted on: May 26, 2020 | By: Dona Todorovska | Microsoft Dynamics AX/365

Welcome back to our two-part mini series on deploying an environment for initial analysis! In part two, we will learn the process of deploying an environment with a license, specifically in a sandbox environment. In case you missed it, read part one where we learned the benefits of deploying a demo environment and how to do so without a purchased license. Deploying an environment with a purchased license  Since you’ve already purchased the licenses, you should have received a link to...


Deploying a D365 Finance and SCM Demo Environment for Initial Analysis – Part 1

Posted on: May 20, 2020 | By: Dona Todorovska | Microsoft Dynamics AX/365

In this two-part mini-series, we will discuss how Dynamics AX On-Premises users can deploy a demo environment of D365 for Finance and SCM.  This deployment can be used to run an analysis before upgrading. There are many benefits to deploying a demo environment that your company may want to explore. This first part will focus on the benefits of an initial demo environment as well as provide the steps for...


Modernize your ERP with Finance and Supply Chain Management

Posted on: May 14, 2020 | By: Dona Todorovska | Microsoft Dynamics AX/365

Have you been looking for ways to fuel your business growth? By modernizing your enterprise resource planning capabilities, you'll find the insights you need to empower employees and optimize your operations. Migration and management are now easier than ever with the addition of new UI, new functionality, and amazing integrations to Microsoft Dynamics 365 for Finance and Supply Chain Management.  With Dynamics 365 for Finance and Supply Chain Management you’ll...