In our first COA post, Chart of Accounts- Getting the Full Accounting Report Benefits From Your ERP we described COA structures, how they are used to capture and track transactions in the General Ledger and the role that the COA plays in financial reporting. In this post, we’ll discuss the best practices used in setting…
In part 1 of our customizations post, Customizations: Why, When and What to Look For we discussed how to research customization alternatives, secure and manage executive project support and stay within your company’s capabilities. Sometimes, after researching all customization alternatives, you might find that none are sufficient to meet your needs. At this point, a…
Artificial intelligence (AI) and machine learning are reshaping industries, and the business community is abuzz with the opportunities they bring. Among these advancements, Microsoft’s Copilot stands out, offering tools to enhance productivity and automate repetitive tasks. This article provides an overview of the Copilot functionality available in Dynamics 365 Supply Chain Management (D365 SCM) as…
A Booming Business During the second quarter of 2020, overall edibles sales hit an all-time high of $227 million. Booming growth meant that a top cannabis edibles organization outgrew its “ERP Lite” solution built on QuickBooks and Google Sheets. It was a big goal for the organization to reduce dependency on the limited, siloed products…
ERP Best Practices for Getting the Most From Your New Platform ERP best practices are crucial, as ERPs have become an essential part of any modern business. They streamline operations, improve efficiency, and provide valuable insights for decision-making. They also represent something bigger. ERPs are a bridge that connects your company to a brighter, tech-enabled…
“Go-Live” is the final post of our ERP implementation series. If you want to learn more about prior ERP implementation phases, look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Navigating the ERP Sales Process: Successful VAR Selection | Velosio Preparing for ERP Implementation: Getting Started…
This post is the third in our 2023 release wave 2 changes and functionality series. In the initial post, we review 2023 release wave 2 changes and new functionality for Dynamics 365 Finance, Supply Chain Management and Finance and Operations cross-app capabilities. Our second post reviews 2023 release wave 2 changes and new functionality for Dynamics…
Keeping up with the tools and solution providers in an ever-expanding and evolving ransomware landscape is, well, a lot for security teams to take on. While some security pros might enjoy the process of researching and testing new technologies, these employees are already overwhelmed with day-to-day work. On top of that, implementing the right ransomware…
If you’re gearing up for a Dynamics 365 cloud migration, you already know what you stand to gain from a successful implementation. Cloud ERPs represent an opportunity to break away from the limitations of traditional on-prem solutions. Think–fragmented systems, poor visibility, security issues, and growth constraints. Like any digital transformation project, your Microsoft Dynamics ERP…
There are many Dynamics 365 upgrade issues that can cause a migration to fail. Unruly, inaccurate datasets. A lack of internal knowledge or the technical skills needed to realize the promise of the new system. Migrating old, complex customizations. The list goes on. However, most Microsoft Dynamics issues can be avoided with proper planning and…