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If you have been around Microsoft for more than about 15 minutes, you already know that Software Licensing can be very confusing.  In this article, I will try to simplify and compare the Microsoft Dynamics 365 Customer Engagement (“CE”) Sales License Types.  To avoid any confusion, please note that Microsoft…

If you have been around Microsoft for more than about 15 minutes, you already know that Software Licensing can be very confusing.  In this article, I will try to simplify and compare the Microsoft Dynamics 365 Customer Engagement (“CE”) Sales License Types.  To avoid any confusion, please note that Microsoft…

During times of global economic uncertainty, financial leaders turn to a budget to better control costs and compare actuals to forecasted revenues and expenses. Most budgeting processes are performed near year-end, compiled in Excel, and closely held within an Organization’s Accounting and Finance Departments. Sure, compiling a budget in Excel…

During times of global economic uncertainty, financial leaders turn to a budget to better control costs and compare actuals to forecasted revenues and expenses. Most budgeting processes are performed near year-end, compiled in Excel, and closely held within an Organization’s Accounting and Finance Departments. Sure, compiling a budget in Excel…

The most interesting thing with the HoloLens 2 devices that we’ve sold is, that no matter the industry, the type of use cases seem to be pretty similar.  Here are 3 of the top field-tested use cases we have heard from users. COVID-19 travel alternatives for industrial equipment manufacturers Due…

The most interesting thing with the HoloLens 2 devices that we’ve sold is, that no matter the industry, the type of use cases seem to be pretty similar.  Here are 3 of the top field-tested use cases we have heard from users. COVID-19 travel alternatives for industrial equipment manufacturers Due…

One of my favorite aspects of consulting is the constant challenge of a new requirement, especially when I get to learn something new.  In this case, I was asked to set up a Customer Power Portal that would allow contacts to be assigned Tasks which they would update, upload documents…

One of my favorite aspects of consulting is the constant challenge of a new requirement, especially when I get to learn something new.  In this case, I was asked to set up a Customer Power Portal that would allow contacts to be assigned Tasks which they would update, upload documents…

There is functionality within Dynamics 365 Finance and Operation which allows you to plan for material expiring before being used. In addition to tracking the shelf life of products and materials, it can help enable you in planning for the future to ensure that your organization isn’t accumulating excess waste….

There is functionality within Dynamics 365 Finance and Operation which allows you to plan for material expiring before being used. In addition to tracking the shelf life of products and materials, it can help enable you in planning for the future to ensure that your organization isn’t accumulating excess waste….

There are lots of pros and cons to working remotely. Pro? Don’t have to head into the office every day. Con? Don’t have a great way to communicate or interact with a team on a consistent basis. There are tons of collaboration tools these days. Being a Microsoft Partner, we…

There are lots of pros and cons to working remotely. Pro? Don’t have to head into the office every day. Con? Don’t have a great way to communicate or interact with a team on a consistent basis. There are tons of collaboration tools these days. Being a Microsoft Partner, we…

Cancel messages? Why bother!? I always hear the following question: “Why do I get cancel action messages on planned orders. If I’m supposed to cancel the planned order, why generate it in the first place!” To understand the mechanism behind this, two little tidbits about master planning logic are important:…

Cancel messages? Why bother!? I always hear the following question: “Why do I get cancel action messages on planned orders. If I’m supposed to cancel the planned order, why generate it in the first place!” To understand the mechanism behind this, two little tidbits about master planning logic are important:…

Here at sa.global, we hear a lot of requirements around how a customer aging report needs to look.  In some instances, these requirements are driven by external parties (like a lender) that need a formal report in a certain prescribed way.  In many other instances, though, these reports are used…

Here at sa.global, we hear a lot of requirements around how a customer aging report needs to look.  In some instances, these requirements are driven by external parties (like a lender) that need a formal report in a certain prescribed way.  In many other instances, though, these reports are used…

Here’s an issue that’s come up for us a couple of times while doing AX 2009 to Dynamics 365 for Finance and Operations upgrades. The DMT toolkit provides an entity to migrate Unit Conversion data from AX2009 to D365. However, an issue is encountered when this data is imported into…

Here’s an issue that’s come up for us a couple of times while doing AX 2009 to Dynamics 365 for Finance and Operations upgrades. The DMT toolkit provides an entity to migrate Unit Conversion data from AX2009 to D365. However, an issue is encountered when this data is imported into…

On hand inventory – what does it all mean?? One of the most important parts of an ERP for a manufacturing or distribution company is knowing what material you have available, what you need to make, and where it all is.  When you open up on the on-hand form in…

On hand inventory – what does it all mean?? One of the most important parts of an ERP for a manufacturing or distribution company is knowing what material you have available, what you need to make, and where it all is.  When you open up on the on-hand form in…