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Training

ERP Transformation: Readiness framework – Part 3

The last part of this Blog series explores questions of Training and Testing. I bet you don’t want to overlook these when planning for your ERP transformation readiness. If you’ve been keeping up on this blog series, are wrapping up the discussion following ownership and business requirements, and project communication…

The last part of this Blog series explores questions of Training and Testing. I bet you don’t want to overlook these when planning for your ERP transformation readiness. If you’ve been keeping up on this blog series, are wrapping up the discussion following ownership and business requirements, and project communication…

DC @ DC | sa.global at DynamicsCon

DynamicsCon is a free online event with sessions coming up on March 16-18, 2021. DynamicsCon sessions are selected by the community through an online voting process. The conference strives for a fun, relaxed atmosphere where anyone is welcome to attend. Attending live is ideal, as you can chat with presenters…

DynamicsCon is a free online event with sessions coming up on March 16-18, 2021. DynamicsCon sessions are selected by the community through an online voting process. The conference strives for a fun, relaxed atmosphere where anyone is welcome to attend. Attending live is ideal, as you can chat with presenters…

Training:  An Afterthought or the Most Important Element?  10 Tips to Make Your Customer Engagement Implementation a Success

As I entered the consulting world this year, I was excited to learn all I could.  Expectedly, my learning curve was steep, but I also noticed an area consistent with my previous background experience – training.  New clients would partner with us and those with previous partners often had the…

As I entered the consulting world this year, I was excited to learn all I could.  Expectedly, my learning curve was steep, but I also noticed an area consistent with my previous background experience – training.  New clients would partner with us and those with previous partners often had the…

Moving my MCP ID

Recently, I changed employers after many years with the same company and found that getting settled takes a bit of work.  Besides the standard company benefits elections and other onboarding, I needed to move my MCP ID (Microsoft Certified Professional) from my previous company to the new one.  This is…

Recently, I changed employers after many years with the same company and found that getting settled takes a bit of work.  Besides the standard company benefits elections and other onboarding, I needed to move my MCP ID (Microsoft Certified Professional) from my previous company to the new one.  This is…

Cybersecurity Awareness Month

As Albert Einstein said, “The world is a dangerous place…” and the same holds true for the Internet and the importance of Cybersecurity. In some form or another, we are all connected to the internet, whether it’s via our smartphones or the computer by which you are reading this blog….

As Albert Einstein said, “The world is a dangerous place…” and the same holds true for the Internet and the importance of Cybersecurity. In some form or another, we are all connected to the internet, whether it’s via our smartphones or the computer by which you are reading this blog….

MSDyn365FO Credit Management, Part 9 – What are Blocking Rules?

Blocking rules are rules that are set up to determine if an order will be put on hold. In our last blog, we reviewed credit limit adjustments. In this blog, we’ll be reviewing the specifics of Blocking rules and how to set them up. Introduction to Blocking Rules To setup…

Blocking rules are rules that are set up to determine if an order will be put on hold. In our last blog, we reviewed credit limit adjustments. In this blog, we’ll be reviewing the specifics of Blocking rules and how to set them up. Introduction to Blocking Rules To setup…

MSDyn365FO Credit Management, Part 7 – What logic is used when looking at the customer’s credit limit?

In our last blog, we reviewed Customer credit groups and how they are used. Since there’s a credit limit on the Customer credit group and the Customer record, it’s important to understand the logic of the hierarchy. Here’s the logic when looking at the customer’s credit limit. . . First,…

In our last blog, we reviewed Customer credit groups and how they are used. Since there’s a credit limit on the Customer credit group and the Customer record, it’s important to understand the logic of the hierarchy. Here’s the logic when looking at the customer’s credit limit. . . First,…

PCF Controls – Make #PowerPlatform & #Dynamics365 Work the Way you Want

Having inconsistently formatted phone numbers in D365 is a huge bummer and remembering how to format a phone number for your new contact in Uzbekistan is even worse!  (It is +998 66 905 23 45 by the way.) There have always been clever ways to come up with methods for…

Having inconsistently formatted phone numbers in D365 is a huge bummer and remembering how to format a phone number for your new contact in Uzbekistan is even worse!  (It is +998 66 905 23 45 by the way.) There have always been clever ways to come up with methods for…

Master Planning and Shelf Life

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….