Tuesday, December 1, 2020
Change Management Principles to Drive Adoption in Dynamics Projects
Change management creates an environment that fosters adoption by providing team members with the tools to communicate and engage in the process of change — in a way that feels safe and supported. We recently presented at the Dynamics Communities (DAC) conference on this topic and wanted to share key insights to help business leaders …
Monday, October 19, 2020
Microsoft Dynamics 365 Business Central Video Library
Microsoft’s latest ERP system, Dynamics 365 Business Central (D365 BC), is designed for mid-market organizations and is a complete cloud-based solution that offers a wide breadth of business functionalities, including core financials, distribution, manufacturing, project management, CRM, and reporting and analytics. We’ve created a video library to provide you a glimpse into D365 BC’s features, …
Monday, September 28, 2020
Sales Deferral in Dynamics 365 Business Central
There are a few ways to defer sales income in Dynamics 365 Business Central. This option would be best if you sell an item repeatedly that typically has a standard sales deferral schedule. To use this function, you first need to set up two things: Deferral Template Assign Deferral Template to Item In the Deferral …
Friday, September 25, 2020
Using Kofax’s OCR Service to Process Payables Invoices in D365 Business Central
Dynamics 365 Business Central (BC) includes functionality to accept payables invoice information from an optical character recognition (OCR) processing service and easily turn it into Payables Invoices in BC. Kofax, a leading supplier of intelligent automation software for digital workflow transformation, offers an OCR processing service with a direct link to BC that’s ready to …
Tuesday, September 15, 2020
How to Use Payables EFT in Dynamics 365 Business Central
Setting up and using Payables EFT in Microsoft Dynamics 365 Business Central is easy to do and will alleviate the need for printing physical checks to give your vendors. This is especially important if your accounting staff is working remotely. To use Payables EFT effectively, there are a few key steps to follow. Payment Journals …
Friday, August 28, 2020
3 Signs That It’s Time to Consider Managed Services for Your Technology Platforms
Today’s managed services models are becoming a popular alternative to traditional time and materials support for managing enterprise resource planning (ERP), customer relationship management (CRM), financial planning and analysis (FP&A) and other critical business applications. Managed services for your technology stack allows you to outsource your day-to-day maintenance, support and enhancements to a trusted advisor …