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Microsoft Dynamics vendors provide comparisons and opinions to professionals in the ERP/Accounting software selection process

 
 

Dynamics ERP for Financial Services

How to use the ‘Item Types’ in Microsoft Dynamics 365 Business Central?

A useful feature in Microsoft Dynamics 365 Business Central is the ‘Item Types’ where you can set an Item depending on how your company is using it. For example, if you use the items for consumables such as; packaging tape or office supplies and don’t track the inventory, or scenarios where you treat an item […]

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Data Warehouse Benefits

Having a direct view of your company’s performance enables strategic decisions.  Having access to a clear view of your company’s performance to start with can be an immense struggle for many companies.  As the grand picture of a company’s performance includes various data types, accurately gathering and uploading data into a single location can be […]

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How to Maximize Your Workflow

Automating assignments translates into a feature known as “workflows.”  Workflows unite the work of separate departments or users into one universal process. We will cover all topics about how workflows can save time in your budgeting process, specifically when it comes to common ones such as month-end close reports. Assignment workflows mold the foundation of […]

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Getting the Most Out of Your Data: 4 Steps to Creating a Data Strategy

Data. Data. Data. Warehouses and lakes and packs…oh my! You’re likely hearing terms like these and thinking “What are we supposed to be doing?” Does your organization actually need any or all of these things, and more importantly, what do they even mean to you? Let’s start by clarifying the terminology. Data packs are, quite […]

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Top Cloud Benefits

Choosing the right implementation strategy for a specific new application you are considering can be intimidating. Many companies today are adopting a “cloud first” strategy when deploying new applications, but what makes sense for your organization? Asking yourself questions will help set a strategy for investing in future applications and your company’s evolution in the era […]

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Digital Transformation – it starts with you

As we work with companies seeking to digitally transform their business, we regularly hear questions about how they can best get started. How to evaluate risks and rewards. What can they actually gain from the process. We believe that to reap the rewards from digital transformation, each business must embrace the “what” first and then […]

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ISVs in D365FO – The solution to the customization conundrum

Dynamics 365 Finance & Operations provides amazing benefits to those looking to move to a modern, robust and scalable ERP solution without having to devote massive amounts of capital and resources to their IT departments. Running D365FO in the cloud allows companies to focus their resources on their core business functions and the business process […]

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How can new features in Dynamics NAV 2018 add value and growth to Finance teams?

With each new release of Dynamics NAV, Microsoft adds additional features and functionalities to help users become more productive and efficient, enabling them to grow their business. Microsoft Dynamics NAV 2018 provides users with additional accounting and financial capabilities not available in other software titles. Pre-configured Microsoft Excel reports NAV 2018 incorporates pre-configured Excel reports […]

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Vital Features in Dynamics GP: Classes and Types

Your Operational ERP system is about more than storing information — it’s about using your data to make forward-thinking decisions so you can see more ROI and more growth. Leveraging your data for success shouldn’t require the heavy lifting of cross-referencing and painstaking data entry. Are you using your Operational ERP system to cut back […]

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Move on from Excel/silos and use a Microsoft ERP built for wealth management companies

Wealth management companies: Benefits to move up from Microsoft Excel and using integrated software   I have worked in the Microsoft Dynamics NAV ecosystem from the beginning of time, well rather, close to when Microsoft acquired a company called Navision A/S in Denmark back in 2002. What I keep seeing over and over again is […]

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