Posts Tagged ‘dynamics ax’

Continuing Education Keeps our Consultants Sharp and Value High

Saturday, March 13th, 2010

An important part of being a good reseller lies in the skill set of its consultants. The management and consulting teams at Clients First Business Solutions are true believers in the value of education and prove it by continually honing their knowledge and skill sets

We stay current on Microsoft Dynamics and Sage Software product releases and prove it by maintaining current certifications on these products. Microsoft and Sage alike develop these certification exams that test for not only competency, but also mastery of their software. When a new product or version is released, we study it, practice it, and then prove our knowledge through certification. In this way, our clients are assured that we possess the knowledge and skills that help us deliver the latest and greatest products.

Beyond the wide range of software certifications that we pursue and hold, we also embark on educational activities that improve our project management, communication skills, and team building. We do this because we believe that developing these “soft” skills is as important as our technical skill development. This approach brings balance to us individually and as a team.

We spend the time and money in education for our people because we know that the better we are as a group, the more value we can add for our clients. Let us show you how our approach to continuous education translates into a real benefit to you – our clients.

Tags: AX, ca, california, dynamics ax, mas 500, mas200, mas90
Posted in Microsoft Dynamics AX, Other, Sage MAS 500, Sage MAS 90 and MAS 200, Sage SalesLogix, SageCRM | No Comments »

Dynamics AX 2009 Technology Enables User Experience Customization

Monday, October 5th, 2009

Dynamics AX 2009’ technology provides the capability for users to modify screens easily in Dynamics AX 2009 to meet their requirements and make their jobs easier to perform and data entry much more efficient.

Here is a screenshot of a standard Dynamics AX 2009 customer record screen, showing the general tab:

AX Morphx_2

The user may find that many of the fields are not needed in this form and that navigating between the needed fields is time-consuming.

This is not a problem because Dynamics AX 2009’s technology makes is a simple matter to change the look of this form (and any other forms) to meet the user’s needs.

The user can right click on an unneeded field, or field group, and one of the options includes “hide” as shown below. Now the user can go through the form and hide any fields or groups that the user does not need.

AX Morphx_1

Here is the same form, after the user has spent some time re-organizing it:

AX Morphx_3

Notice that numerous fields been hidden and that the landscape that the hidden fields used to take up has been automatically rearranged as well. By the way, this change took less than 2 minutes to make. Now the user only sees what needs to be seen, thus speeding up data entry.

Keep in mind that access to this functionality is permissions-controlled and that changes made can be done for individual users or system wide.

Contact us through our website or by calling 888-222-8827 to learn how Dynamics AX 2009’s technology can help to make the user experience more efficient and productive. Ask us also about other features and benefits that Dynamics AX 2009 delivers.

Tags: AX, axapta, ca, california, dynamics ax, new jersey, software, Tips, Tips and tricks
Posted in Microsoft Dynamics, Microsoft Dynamics AX | No Comments »

Dynamics AX 2009 Audit Trails Enable Tight Control

Thursday, September 24th, 2009

Companies often times experience the need to figure out what changed in one of their records, who changed it and when. This can be a laborious, even impossible, task in many systems. Dynamics AX 2009 , through its audit trail capability, enables companies to automatically track changes made in the system and quickly identify who did it and when.

Setting up the audit trails is straightforward. The company simply needs to determine which records – item master, general ledger, sales order, etc., to track in the database log. Then it is a matter of deciding what types of changes to track – additions, deletions, numerical changes – and the company is all setup and ready to track.

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Tags: AX, axapta, ca, california, clients first business solutions, dynamics ax, Microsoft Dynamics AX, new jersey, nj
Posted in Microsoft Dynamics, Microsoft Dynamics AX | No Comments »

Dynamics AX 2009 Workflows Automate Business Processes

Thursday, September 17th, 2009

Microsoft Dynamics AX 2009 features a powerful workflow capability that allows companies to mirror their business processes in the system and then automate those processes.

Here are a few examples of workflow templates that come with Dynamics AX (Formerlly Axapta) 2009 and how you can use them to automate and control your processes.

Purchase Requisition Approval

Tom works in the quality department of his company and needs a new test instrument. His user role in Dynamics AX 2009 does not allow him to create purchase orders but he can create requisitions. So, he creates a requisition for the test instrument that he needs. (more…)

Tags: AX, axapta, ca, california, ct, dynamics ax, erp, manhattan, Microsoft Dynamics AX, new jersey, new york city, nj, ny, nyc, pa, pennsylvania, software, texas, tx, Workflow
Posted in Microsoft Dynamics AX | No Comments »

ERP Optimization & Lean: A Winning Strategy in Challenging Times

Monday, September 14th, 2009

Introduction

Companies today are faced with two major hurdles. Doing business in a fiercely competitive global environment and challenging economic times. To survive and prosper organizations must employ new technologies and techniques at a velocity that may challenge the very fiber of their company. They will be required to establish seamless integration from their customers, internally into manufacturing, and out to their suppliers. In other words, the integration must wholly link all of the finite elements comprising the total supply chain.

The ability to adapt to change in the way they plan, manage and operate will set apart the winners apart from the losers. This will require a sharp focus on achieving excellence in all areas of the business. Company leaders will need to develop a strong bond across the value chain to achieve this high standard of excellence and effectiveness.

Enterprise Resource Planning (ERP) is the strategic tool that equips the enterprise with the necessary capabilities to integrate and synchronize the isolated islands within their companies into efficient and streamlined business processes and workflows. Further, world-class organizations take it one step further by linking their ERP deployment to the processes and tenets of Lean Manufacturing and Lean Supply Chain Management.

Making the decision to implement an ERP system

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Tags: al, business process improvement, business process reengineering, ca, ct, dynamics ax, dynamics gp, Dynamics NAV, dynamics sl, lean manufacturing, manhattan, mas 200, mas 500, mas 90, mas200, mas90, navision, new jersey, new york city, nj, ny, nyc, pa, recession, SAP Business By Design, SAP Business One, tn, tx
Posted in Industry Insights | No Comments »