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After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I have found recurring themes on what makes some projects more successful than others.  Through years of consulting at the school of hard knocks, I developed this approach by studying Lean Manufacturing…

After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I have found recurring themes on what makes some projects more successful than others.  Through years of consulting at the school of hard knocks, I developed this approach by studying Lean Manufacturing…

Not every BC /NAV client will utilize the Stock Keeping Units functionality within the software. Many clients are not aware of what the functionality does and how it might help their business. What are Stock Keeping Units? First of all, let’s explain what a Stock Keeping Unit (SKU) is in…

Not every BC /NAV client will utilize the Stock Keeping Units functionality within the software. Many clients are not aware of what the functionality does and how it might help their business. What are Stock Keeping Units? First of all, let’s explain what a Stock Keeping Unit (SKU) is in…

After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I’ve found recurring themes on what makes some projects more successful than others.  For this blog, I’ll use the newer term Customer Engagement (“CE”) to refer to any CRM or CE system…

After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I’ve found recurring themes on what makes some projects more successful than others.  For this blog, I’ll use the newer term Customer Engagement (“CE”) to refer to any CRM or CE system…

Continuing our discussion from Part 1 of our ERP Transformation readiness framework about ownership and business requirements to Project communication – one of the most important pillars for any ERP transformation’s success. Project communication I am not here to be an Agile Advocate nor tell you should not explore with…

Continuing our discussion from Part 1 of our ERP Transformation readiness framework about ownership and business requirements to Project communication – one of the most important pillars for any ERP transformation’s success. Project communication I am not here to be an Agile Advocate nor tell you should not explore with…

Research shows a good number (some say almost 66%) of ERP transformation projects end-up as failures or do not fully meet their objectives. Obviously, there is no one known magic potion to avoid these failures however we can learn from our own and other’s experiences. In this three-part blog series,…

Research shows a good number (some say almost 66%) of ERP transformation projects end-up as failures or do not fully meet their objectives. Obviously, there is no one known magic potion to avoid these failures however we can learn from our own and other’s experiences. In this three-part blog series,…

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…

The Editable Grid control is a handy tool within Dynamics CRM that allows users to edit a record in line in a list view without needing to open the form. Although enabling the editable grid is pretty straight-forward, there are some things to know that will help you provide the…

The Editable Grid control is a handy tool within Dynamics CRM that allows users to edit a record in line in a list view without needing to open the form. Although enabling the editable grid is pretty straight-forward, there are some things to know that will help you provide the…

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….

Welcome to Microsoft 365! As you are getting comfortable one of the first things you’ll want to do is to download the latest Office desktop applications and get your email configured in Outlook. Check out the below walkthrough to help you get started. If your account is licensed for Microsoft…

Welcome to Microsoft 365! As you are getting comfortable one of the first things you’ll want to do is to download the latest Office desktop applications and get your email configured in Outlook. Check out the below walkthrough to help you get started. If your account is licensed for Microsoft…

On my international implementations, I have come across subsidiaries struggling with statutory reporting. Specifically, countries that require a separate chart of account (main accounts) than what has been configured in AX across all companies. A specific scenario that I have dealt with was for a subsidiary in Spain needing to…

On my international implementations, I have come across subsidiaries struggling with statutory reporting. Specifically, countries that require a separate chart of account (main accounts) than what has been configured in AX across all companies. A specific scenario that I have dealt with was for a subsidiary in Spain needing to…