Microsoft Dynamics Blog

Welcome to Armanino’s Microsoft Dynamics Blog, where you’ll find information on topics across Microsoft Dynamics 365 ERP and CRM, Dynamics GP, Power BI, PowerApps, Flow and more. Use these tips, tricks and insights to get the most out of your applications! Want these articles delivered straight to your inbox? Subscribe to our newsletter below.

Wednesday, June 8, 2016

Insights from a Law Firm Services Director: From Accountant to Business Problem-Solver

Executive Director of Armanino’s Law Firm Services team, John Schweisberger was recently interviewed for Platt’s Perspective in Inside Public Accounting on the transition from the traditional accountant role to that of a consultant. Entitled “Moving From Accountant To Advisor Doesn’t Need To Be The Equivalent Of Jumping Across The Grand Canyon,” author Mike Platt summed …

Monday, March 23, 2015

Dynamics CRM Forecast Management Solution to Improve Productivity

Armanino recently introduced the Dynamics CRM Forecast Management solution. (Anyone attending Microsoft Convergence 2015 in Atlanta last week might have seen the special sneak peek of a live demo on how this solution works). The Forecast Management solution enables sales and operations executives to develop detailed sales forecasts. Created to increase productivity, the solution streamlines and …

Thursday, August 21, 2014

Why Separation of Duties is Essential to Business Controls

Business controls in your organization can be greatly increased by evaluating business processes and determining whether there is sufficient separation of duties, then making improvements where needed. The basic guideline in evaluating or designing a business process with a sufficient separation of duties control is to make sure that the person(s) with custody of assets …

Tuesday, June 17, 2014

8 Steps to Implementing Good Credit Management

Effectively managing the credit you extend to customers allows your company to conserve working capital, reduce bad debts and create better relationships with customers. Below are eight steps to help you implement good credit management and start properly managing customer credit: Establish a credit policy and stick to it. This is the first step to …

Wednesday, November 20, 2013

Three cool features in Dynamics GP’s Professional Services Tools Library

With the release of Microsoft Dynamics GP 2013, there has been a lot of focus on all the new exciting features of 2013. But we don’t want to forget about everyone else! Whether you are preparing for an upgrade, or simply just trying to clean up the data in your GP environment, the Professional Services …

Wednesday, October 16, 2013

The Strategic Advantage: Rolling Forecasts vs Traditional Budgeting

Strategic CFOs seeking to take their finance teams, and their companies, to the next level need to abandon traditional budgets and adopt rolling forecasts—ASAP. CFOs and finance executives find little value in the traditional budgeting process. They want to take a leadership role within their organizations—streamlining finance, managing technology initiatives, partnering with sales—and they can. …

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