Enterprise resource planning (ERP) platforms were designed to help integrate the fragmented processes that comprise the operation of a large enterprise. But the way we do business keeps fundamentally changing.
Numbers are the bread, butter, and heart of sales. Our days are full of numbers we must meet, numbers we must increase, and numbers we must understand. Numbers give sales meaning and value. But don’t...
When it comes to measuring impact, marketing is elusive. Tracking and demonstrating your return on marketing investment (ROMI) isn’t a straightforward process. If you don’t know where to look...
In this post, I’ll show you how to create new task flows to enable your users to quickly accomplish key mobile business tasks. Enabling task flows A quick disclaimer before we begin: task flows have been released as a preview feature for Dynamics CRM Online 2016 Update only. For more information about preview features, see What
What is it? With no installation, no configuration, and no additional log-in steps, you can now quickly track your important customer emails directly within Outlook, whether on your PC or Mac running the desktop version of Outlook, or on the go through Outlook Web Access on your laptop or phone (Windows, Android, or iOS). You
There are many exciting new features available in CRM 2016! Here’s where to find all the documentation for admins, developers, and end-users for Microsoft Dynamics CRM Online 2016 Update or Microsoft Dynamics CRM 2016 (on-premises). New feature lists and update prep If you’re wondering,“What’s new?”, “How does this impact us?”, and “What should I know before
This blog post describes how to process warehouse management activities related to project management when having warehouses and products enabled to Use warehouse management processes in Microsoft Dynamics AX 2012 R3 CU10. This functionality is also available from LCS with KB 3096930. Processing of item requirement sales orders When using the item requirements form
I’ve had some questions come in lately regarding the use of the “Block editing” function in the Bill of materials setup (Inventory management | Setup | Inventory and warehouse management parameters). This is a useful tool, that allows a little more control of approved BOM’s. However, it can be kind of frustrating for the approver,
I’ve been getting some questions lately concerning the “Block editing” of routes functionality in Dynamics AX (Production control | Setup | Production control parameters). This is useful functionality, in that it allows a little more control for the shop floor managers and others to be able to lock down the routes from just anyone editing
There’s a little trick, or rather, limitation, to using financial dimensions with Lean Manufacturing. You can get the dimensions to come through for most everything in the process by using the correct setup, having the right defaults on the products, etc. However, you might have noticed that some of your costs at the end of the process
Hello, In some situations, if you check the opening balance amounts just after having executed the Fiscal year close Opening transactions process, you will see that the displayed values are incorrect. What you see may be only “temporarily” incorrect: if you check again after a few minutes, the balances may have changed to show the expected values. This is
We’re really excited about the new Knowledge Management capabilities we shipped as part of Microsoft Dynamics CRM 2016. One of the common scenarios for Knowledge Managers is to schedule knowledge articles to be published and removed from public access at a specific time. Let’s say you’re the Knowledge Manager for our infamous Contoso wearables company. Your
Cumulative Update 33 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2013. The cumulative update is intended mainly for solutions that are experiencing the problems described in the Knowledge Base article linked to below. However, you are advised to always keep your solution updated with the latest cumulative
