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Dynamics 365 Blog

Ultimate Guide to Dynamics 365 Commerce

  • Jan 14, 2022 1:08:00 PM
  • By Clients First Business
Dynamics 365 is a powerful cloud ERP software solution  from Microsoft that offers a full suite of tools that ...
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Benefits of Dynamics 365 Integration With Dual Write

  • Dec 29, 2021 4:32:00 PM
  • By Clients First Business
Microsoft Dynamics 365 offers enterprise resource planning (ERP) and customer relationship management (CRM) ap...
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What Does Microsoft Business Intelligence Do?

  • Oct 14, 2021 10:34:00 AM
  • By Clients First Business
Information may be the most valuable asset of a modern business. While organizations today amass immense quant...
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Top Features of Microsoft Dynamics 365 Finance

  • Oct 11, 2021 10:25:00 AM
  • By Clients First Business
Microsoft Dynamics 365 Finance is an enterprise resource planning (ERP) system that manages business operation...
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Resources & reasons: Migration From AX to Dynamics 365

  • Aug 20, 2021 1:31:17 PM
  • By Nancy Phillippi
We all know support is about to end for Dynamics AX, Axapta, DAX, or whatever your business calls it.  Migrati...
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Planning Optimization with Dynamics 365 supply chain

  • Jul 30, 2021 3:15:03 PM
  • By Nancy Phillippi
Dynamics 365 Supply Chain encountered some performance issues with Master Planning so Microsoft  replaced it w...
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Teams and AI Tools Demonstration for Dynamics 365 for Finance

  • May 4, 2021 9:30:00 AM
  • By Nancy Phillippi
This short video focuses on the a couple of features for Dynamics 365 Finance from the leader in productivity ...
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How many companies use Business Central?

  • Apr 29, 2021 10:26:42 AM
  • By Nancy Phillippi
The number of companies using Dynamics Business Central was announced at the 2021 Directions event and the num...
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New Dynamics 365 WMS Mobile App

  • Feb 22, 2021 4:58:46 PM
  • By Nancy Phillippi
Out with the old and in with the new WMS mobile application! Finally there is a new warehouse management mobil...
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Dynamics 365 Ledger Calendar: Update Period Status on Multiple Years at Once

  • Jan 4, 2021 2:25:23 PM
  • By Nancy Phillippi
One of our Dynamics 365 Finance functional consultants shared how to use Excel to update period status on mult...
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Engineering Change Management for Dynamics 365 Supply Chain Management

  • Nov 20, 2020 10:48:12 AM
  • By Nancy Phillippi
6 Ways to Embrace Continuous Product Improvements with Engineering Change Management Most manufacturers are on...
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Business Central Cloud Warehouse Mobility – 3 FREE Ways to Save

  • Aug 11, 2020 2:00:00 PM
  • By Nancy Phillippi
Does Your Warehouse Require Mobile Device Integration? Choose from 3 Free WMS Express App Versions Many Dynami...
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Plan, Manage and Execute Projects With Project Management Software

  • Feb 26, 2020 9:33:59 AM
  • By Nancy Phillippi
Project management software provides 4 ways to execute projects on budget and on-time. JOIN OUR COMPLIMENTARY ...
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3 Considerations for NAV Customers to Upgrade to Dynamics 365 Business Central

  • Aug 20, 2019 12:47:05 PM
  • By Nancy Phillippi
Are you on an outdated version of Dynamics NAV?  Is your current Dynamics NAV system holding up progress? Ther...
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Dynamics 365 for Finance and Operations One Version and LCS

  • Jul 10, 2019 12:49:38 PM
  • By Nancy Phillippi
Free Whitepaper: Dynamics 365 for Finance and Operations One Version and LCS These days, it’s impossible for M...
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Plant Maintenance Module with Dynamics 365 for Finance and Operations

  • Jun 13, 2019 11:52:35 AM
  • By Nancy Phillippi
Enterprise Asset Management with Dynamics 365 for Finance and Operations - Preview in July 2019 Above all, cus...
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What is Microsoft Dynamics Lifecycle Services and what does it offer?

  • May 29, 2019 9:07:16 AM
  • By Nancy Phillippi
Microsoft Dynamics Lifecycle Services (LCS) Lifecycle Services (LCS) for Microsoft Dynamics is a cloud-based c...
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Microsoft Dynamics 365 April ’19 Release – Artificial Intelligence and More

  • May 7, 2019 5:46:54 PM
  • By Nancy Phillippi
Microsoft Dynamics 365 update now available in April ’19 – a summary of Microsoft’s release notes Microsoft is...
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Microsoft Dynamics 365 for Finance and Operations April ’19 Release

  • Apr 24, 2019 2:14:56 PM
  • By Nancy Phillippi
True to their reputation, Microsoft's Dynamics 365 April ’19 release is packed with hundreds useful enhancemen...
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Supply Chain Optimization with Microsoft Dynamics 365

  • Feb 22, 2019 10:26:47 AM
  • By Nancy Phillippi
Even though experts agree that businesses can save a considerable amount of time and money by having an effici...
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Dynamics 365 for Finance and Operations: Cloud vs. On Premise Deployment

  • Nov 27, 2018 4:52:37 PM
  • By Elisabeth Palmer
Congratulations! You know that Microsoft Dynamics 365 for Finance and Operations is the way to go. Robust and ...
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Date Deadlines for Dynamics AX Customers

  • Oct 17, 2018 2:02:33 PM
  • By Nancy Phillippi
Time is running out for Dynamics AX customers to take advantage of the transition or upgrade to Dynamics 365 f...
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Best Practices with the Dynamics 365 Optimization Advisor

  • Sep 4, 2018 2:58:00 PM
  • By Hope Enochs
Have you ever thought, “Wouldn’t it be great to have an advisor (with no increase to payroll) that was constan...
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Clients First is a Top 100 VAR at Number 23

  • Jul 6, 2018 10:53:16 AM
  • By Nancy Phillippi
This year's list of the Top Value Added Resellers (VAR) or Partners has been released by Bob Scott's Insights....
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FastTrack to Dynamics 365

  • Jun 4, 2018 5:48:05 PM
  • By Nancy Phillippi
Microsoft FastTrack is an onboarding and adoption assistance program used along with your Dynamics 365 Partner...
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Freight Auditing for Pacejet

  • May 29, 2018 1:11:07 PM
  • By Nancy Phillippi
Pacejet continues to improve their shipping solution and the latest helps find incorrect billing which saves y...
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Do You Ship? See Pacejet and Dynamics Together

  • May 17, 2018 5:03:19 PM
  • By Nancy Phillippi
Do you ship?  Join us for a quick 30 minute webinar to learn more about Pacejet and how we help businesses sav...
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Tips for Upgrading from Dynamics AX 2009 to Dynamics 365

  • May 15, 2018 5:49:17 PM
  • By Nancy Phillippi
Extended support is ending for Dynamics AX 2009 SP1 on 10/21/21. It’s time to seriously get a plan in place to...
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Dynamics 365 ERP Cloud vs. On Premise: An Installers Perspective

  • Apr 23, 2018 1:37:03 PM
  • By Ben Basom
As the lead in installations for Dynamics AX, NAV, and now Dynamics 365 for Finance and Operations, over the l...
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Dynamics 365 Enterprise Finance & Operations Modules - An Overview

  • Apr 11, 2018 10:46:39 AM
  • By Nancy Phillippi
The  release of the new Dynamics 365 for Finance and Supply Chain (formerly Dynamics AX) as been a challenge f...
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Dynamics 365 April 2018 Release News

  • Mar 28, 2018 1:45:50 PM
  • By Nancy Phillippi
Warning, the latest release notes for Dynamics 365 require ample time to read with 222 pages of new release in...
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What's New with Dynamics NAV: 365 Business Central

  • Mar 27, 2018 3:29:24 PM
  • By Nancy Phillippi
Finally!  The much anticipated release of the SaaS version of Dynamics NAV now named Dynamics 365 Business Cen...
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Dynamics AX Customers Upgrade  FAQs

  • Mar 22, 2018 5:14:27 PM
  • By Nancy Phillippi
Existing Dynamics AX customers are probably getting bombarded with email from Microsoft about Dynamics 365 Ent...
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Dynamics 365 Reporting and Power BI Video

  • Mar 21, 2018 1:15:53 PM
  • By Nancy Phillippi
 Due to technical difficulties, Hope Enochs could not present What's New in Dynamics 365 for Finance and Opera...
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Dynamics 365 Saturday - Dallas

  • Mar 7, 2018 11:48:43 AM
  • By Nancy Phillippi
If you are ready to take the dive into Dynamics 365 Enterprise then don't pass up this opportunity to see Micr...
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Dallas Hosts Dynamics 365 Saturday

  • Mar 7, 2018 10:08:44 AM
  • By Nancy Phillippi
If you have been curious about Dynamics 365 Enterprise or you are a customer that wants to learn more about th...
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What Manufacturers Need to get from Manufacturing ERP Software

  • Feb 28, 2018 9:52:40 AM
  • By Lindsay Brown
So many options available, so many stakeholders affected, and so little room for error—the selection of enterp...
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Adding Custom Fields in Dynamics 365 Enterprise

  • Feb 1, 2018 1:09:38 PM
  • By Nancy Phillippi
Dynamics 365 Enterprise is now even a better value for businesses with the recent new feature release, Custom ...
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Mainstream Support Ends April 10 - AX 2009

  • Jan 23, 2018 4:30:51 PM
  • By Nancy Phillippi
Dynamics AX 2009 customers please note that Mainstream support ends on 4/10/18. Extended support ends 10/12/21...
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Dynamics 365 Enterprise Cloud vs. On Premise Deployment

  • Jan 19, 2018 4:46:29 PM
  • By Nancy Phillippi
One of the most common questions we get from prospects is why should they rent Dynamics 365 in the Cloud/SaaS ...
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Dynamics AX 2009 Ending Support in April 2018

  • Jan 19, 2018 9:00:00 AM
  • By Nancy Phillippi
April 10, 2018 marks the end of mainstream support for Dynamics AX 2009. Extended support ends 10/12/21. It is...
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Dynamics 365 Enterprise Mobility in the Warehouse

  • Jan 18, 2018 4:40:46 PM
  • By Nancy Phillippi
Dynamics 365 Enterprise for Operations and Finanice (Dynamics 365 E or even shorter, D365E!) is of course writ...
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What's New in Dynamics NAV 2018

  • Jan 17, 2018 4:00:41 PM
  • By Nancy Phillippi
Microsoft Dynamics NAV is a complete enterprise resource planning (ERP) with over 110,000 companies using this...
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Dynamics 365 Enterprise Planning and Tracking Budgets

  • Nov 13, 2017 10:00:00 AM
  • By Nancy Phillippi
The phrase “It’s budget time” often means micromanaging multiple people, in multiple locations across the comp...
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It's Budgeting Time!

  • Nov 9, 2017 4:06:02 PM
  • By Courtney Collum
The phrase “It’s budget time” generally produces a groan from everyone who participates in this time consuming...
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Dynamics NAV and 365/AX User Group Summit Gold Sponsors

  • Sep 22, 2017 10:12:52 AM
  • By Nancy Phillippi
What are your plans October 10-13, 2017?  We are a proud Gold of NAVUG and AX/Dynamics 365 Enterprise Summit N...
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Dynamics 365 and AX User Group Summit Sponsors

  • Sep 21, 2017 2:39:48 PM
  • By Nancy Phillippi
Clients First is pleased to once again provide gold sponsorship for this years Dynamics User Group Summit in N...
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Migrating Dynamics AX to D365 Enterprise with Data Masons' EDI

  • Aug 1, 2017 9:31:02 AM
  • By Nancy Phillippi
Join Glenn McPeak, an EDI expert and Principle at Data Masons on Thursday August 3, 2017 at 1 PM EST to discus...
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Dynamics 365 Enterprise Webinar: Top 5 Reasons to Upgrade

  • Jul 26, 2017 4:06:42 PM
  • By Nancy Phillippi
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Dynamics 365 Enterprise Webinar: Top 5 Reasons to Upgrade

  • Jul 21, 2017 9:01:20 AM
  • By Nancy Phillippi
There are so many great things to demo with Dynamics 365 Enterprise we had a hard time deciding on the topic f...
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On Premise Dynamics 365 Enterprise System Requirements

  • Jun 23, 2017 7:23:39 PM
  • By Nancy Phillippi
After much anticipation Microsoft has released the system requirements for Dynamics 365 Enterprise for Finance...
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Dynamics 365 Enterprise & AX User Group

  • Jun 20, 2017 4:15:12 PM
  • By Nancy Phillippi
Clients First hosted the second Dynamics 365 Enterprise / Dynamics AX Dallas, Fort Worth chapter user group me...
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Dynamics 365 Enterprise Edition Video

  • May 31, 2017 5:36:28 PM
  • By Nancy Phillippi
Dynamics 365 Enterprise Edition Video: Intro to Dynamics 365 for Finance and Operations Are you curious about ...
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Dynamics 365 for Financials Has A New Name

  • May 26, 2017 3:10:53 PM
  • By Nancy Phillippi
Update: 3/27/18 Microsoft has replaced this solution with Dynamics NAV with a new user interface written in HT...
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Dynamics 365 Business Edition VS Dynamics 365 Enterprise Edition

  • May 12, 2017 7:35:48 PM
  • By Anita Smallwood
Dynamics 365 Enterprise Edition and Dynamics 365 Business Edition are two of Microsoft’s most prominent cloud-...
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Dynamics 365 for Operations Gets a New Name

  • May 5, 2017 11:02:00 PM
  • By Anita Smallwood
Dynamics 365 for Operations once known as AX-7 gets a new name starting 07/01/2017; the software will be calle...
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Dynamics 365 for Financials Functionality

  • Apr 7, 2017 3:11:35 PM
  • By Nancy Phillippi
Overdue Announcement Made: Dynamics 365 for Financials will  have the full functionality of Dynamics NAV Updat...
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Yet Another Accolade for Dynamics 365

  • Mar 31, 2017 5:16:33 PM
  • By Nancy Phillippi
The family of Dynamics 365 Cloud Apps has won the product of the year given by TMC, the writers of CUSTOMER, a...
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Next AXUG Dallas Meeting - Demo of Dynamics 365 for Operations

  • Mar 3, 2017 4:13:05 PM
  • By Anita Smallwood
AXUG Dallas Chapter Meeting Featuring Dynamics 365 for Operations Overview: Showcasing the Path to Cloud ERP  ...
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Dynamics 365 for Operations Available On Premise

  • Feb 23, 2017 9:00:00 PM
  • By Anita Smallwood
Dynamics 365 for Operations to Be Generally Available On-Premise in June 2017 In one of our last blog posts, "...
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Dynamics 365 Integrates with EDI

  • Feb 14, 2017 12:46:22 PM
  • By Anita Smallwood
Dynamics 365 for Operations Integrates with EDI through Data Mason's Vantage Point software.  Clients First is...
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Dynamics 365 for Operations: a Clear Winner

  • Feb 10, 2017 9:11:08 AM
  • By Nancy Phillippi
Dynamics 365 for Operations has been named a leader in functionality and usability according to the Nucleus Re...
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Dynamics 365 for Operations On-Premise Questions

  • Feb 2, 2017 9:22:51 AM
  • By Nancy Phillippi
Updated 02/10/2017 As a marketer for a Microsoft Value Added Reseller, Clients First, I am sharing the news th...
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Watch the Dynamics 365 for Operations Preview Video

  • Feb 1, 2017 9:23:46 AM
  • By Nancy Phillippi
We had a large turnout for the webinar last Thursday giving a preview of Dynamics 365 for Operations.  We woul...
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Task Recorder App in Dynamics AX

  • Jan 27, 2017 5:20:26 PM
  • By Anita Smallwood
Are you a manager or director of human resources, engineering, production, purchasing, or transportation and y...
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Cover Yourself in the Security of Dynamics 365

  • Jan 19, 2017 2:07:18 PM
  • By Anita Smallwood
Dynamics 365 guards your data by employing Microsoft Enterprise Mobility + Security protecting your company, y...
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Webinar: Discover Real Cost of Producing Finished Goods

  • Dec 29, 2016 2:38:58 PM
  • By Anita Smallwood
Manufacturing problem solved: Discover the real cost of producing finished goods by attending a webinar entitl...
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Dynamics 365 Preview Webinar

  • Dec 16, 2016 1:00:00 PM
  • By Nancy Phillippi
You are invited to our webinar: Dynamics 365 for Operations Preview. Learn from experts about Dynamics 365 Ent...
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What's Better than Dynamics 365 Enterprise Edition? A Promo!

  • Dec 8, 2016 2:01:42 PM
  • By Anita Smallwood
Dynamics 365 Enterprise Edition is a touch screen enabled, do anything from anywhere, at anytime on almost any...
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Dynamics 365: Quality Management with Machine Learning

  • Dec 8, 2016 10:17:45 AM
  • By Nancy Phillippi
What is Machine Learning? Machine learning is a type of artificial intelligence that analyzes previously colle...
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Never Fear Dynamics AX On-Premise is Here to Stay

  • Dec 2, 2016 5:18:42 PM
  • By Anita Smallwood
Updated 02/01/2017: With the arrival of Dynamics 365 Enterprise Edition for Operations, many customers and  Va...
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6 Reasons to Choose An On-Premise ERP like Dynamics AX

  • Nov 22, 2016 6:01:45 PM
  • By Anita Smallwood
Updated 023/01/2017: John F. Kennedy once said, "Change is the law of life."  This law is not being broken in ...
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Payments Made Easier With Dynamics 365

  • Nov 18, 2016 4:15:43 PM
  • By Anita Smallwood
Microsoft Dynamics 365 for Operations now includes easy-to-implement payments, ideal for customers with e-comm...
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How To Get Started With Microsoft Business Intelligence

  • Nov 9, 2016 4:27:52 PM
  • By Anita Smallwood
Are you a CFO, CIO, or COO who has wanted to try out Microsoft Business Intelligence called PowerBI to see why...
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1 More Reason to Love Dynamics AX Feature: Product Configurator

  • Oct 17, 2016 12:15:45 PM
  • By Nancy Phillippi
Dynamics AX Feature Constraint Based Configuration Even Does Translations Are you a company that struggles bec...
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Join the "Taste of Tampa" Summit Party 2016!

  • Oct 7, 2016 4:57:12 PM
  • By Nancy Phillippi
Are you going to the 2016 Dynamics Summit? Take a break from all the business talk and celebrate that fact tha...
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Attend The After Party at Dynamics Summit 2016

  • Oct 6, 2016 3:32:12 PM
  • By Nancy Phillippi
Going to the 2016 Dynamics AXUG Summit in Tampa?  Clients First and Data Masons want to personally invite you ...
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Dynamics 365: Free Preview Of Functionality

  • Sep 30, 2016 6:09:42 PM
  • By Nancy Phillippi
Don't miss the Dynamics 365: free preview of fuctionality on Tuesday, October 11 at 2:30PM EST. Executive Vice...
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Dynamics AX 2012 R3 Support Continued Until 2023

  • Sep 20, 2016 4:35:07 PM
  • By Nancy Phillippi
We are pleased to share that Microsoft has announced the extension of mainstream and extended support for Micr...
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Discover New Dynamics AX Mobile App for the Warehouse

  • Sep 15, 2016 3:18:46 PM
  • By Anita Smallwood
New Dynamics AX Mobile App for the Warehouse Pioneered by Clients First If your warehouse is struggling to be ...
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Prepare Yourself for Dynamics Summit 2016!

  • Sep 9, 2016 3:39:28 PM
  • By Nancy Phillippi
  We invite you to join Clients First and your Microsoft Dynamics peers at Summit 2016 this October 11-14 in b...
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Make AXUG & NAVUG Summit Plans

  • Sep 9, 2016 12:00:00 PM
  • By Nancy Phillippi
Join Clients First a Gold Sponsor for AXUG & NAVUG  in Tampa, Florida, this October for Summit 2016! The a...
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Dynamics AX7 versus Dynamics 365 Enterprise Edition

  • Sep 7, 2016 4:22:25 PM
  • By Anita Smallwood
Executive Summary: Dynamics 365 Enterprise Edition is the souped up version of Dynamics AX available in the Cl...
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1000's of Microsoft Customers Get Insights at Dynamics Summit- Join them.

  • Jul 29, 2016 2:57:59 PM
  • By Nancy Phillippi
Dynamics Summit 2016 is the can’t-miss annual conference for Microsoft Dynamics users.  The training conferenc...
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1,000's of Dynamics AX customers get insights at AXUG Summit will you join them?

  • Jul 28, 2016 2:49:15 PM
  • By Anita Smallwood
Join Clients First & the Microsoft Dynamics® AX community in Tampa, Florida, this October for AXUG Summit ...
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Learn the Benefits of AX 2012 R3 Cumulative Update 11

  • Jul 13, 2016 9:15:24 AM
  • By Anita Smallwood
Microsoft just released cumulative update 11 for Microsoft Dynamics AX 2012 R3.  The cumulative update adds ne...
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No More Getting Lost in Tabs with New Dynamics AX Cloud ERP

  • Jun 30, 2016 6:00:34 PM
  • By Anita Smallwood
No more getting lost in cloud ERP software with new Dynamics AX (7) Workspaces.  While I love cloud technology...
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How To Reduce Month End Close Time (Pt. 2)

  • Jun 14, 2016 6:10:16 PM
  • By Anita Smallwood
Are you a CFO for a manufacturer and need to reduce month end close time? Do you find your accounting processe...
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How To Reduce End Of Month Close Time

  • Jun 9, 2016 5:57:21 PM
  • By Anita Smallwood
Are you a controller, and your end of the month (EOM) close sometimes requires working 32 hours straight? Or a...
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For $0 A Day, Get Dynamics AX Development Space & BI

  • May 18, 2016 9:20:01 AM
  • By Anita Smallwood
Dynamics AX Developer Tools Included In The New Dynamics AX If you are a Dynamics AX developer, the new Dynami...
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Panorama Answers Question, Which ERP Most Selected: Dynamics

  • Apr 26, 2016 1:54:22 PM
  • By Anita Smallwood
Panorma, an independent ERP solutions consulting company, published their annual ERP report naming Microsoft D...
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Watch Dynamics ERP & CAD Integration Webinar Video

  • Mar 29, 2016 12:41:37 PM
  • By Nancy Phillippi
I am pleased that we had so much interest in our presentation of CADLink to Dynamics AX.   Of course CADLink w...
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CAD Integration To Dynamics AX Webinar Video Available

  • Mar 29, 2016 12:18:49 PM
  • By Nancy Phillippi
I am always concerned that driving attendance to a webinar is going to be a tough job and in some cases almost...
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CFO's Discover Tangible ROI of CADLink Integration to ERP

  • Mar 7, 2016 6:23:10 PM
  • By Nancy Phillippi
As a CFO of a manufacturing or MRO company, you know all to well, how your time spent looking at the bottom li...
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Attend the New Microsoft Dynamics AX Launch Event

  • Feb 19, 2016 1:09:51 PM
  • By Nancy Phillippi
Clients First Texas is hosting a launch event on the new Microsoft Dynamics AX.  View the technology, entirely...
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Join Our Launch Event Showcasing The New Dynamics AX

  • Feb 19, 2016 1:03:20 PM
  • By Nancy Phillippi
Join Clients First Texas as we are hosting a launch event on the new Microsoft Dynamics AX on March 8th or 9th...
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Secrets Of Obtaining Easier Business Approvals Using NAV Workflows

  • Feb 12, 2016 12:11:39 PM
  • By Nancy Phillippi
Microsoft Dynamics NAV Workflow Functionality Who doesn't like work being easier? Microsoft Dynamics NAV makes...
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Integrate CAD Software With Dynamics Using CADLink

  • Jan 26, 2016 10:47:31 AM
  • By Nancy Phillippi
  With Microsoft Dynamics NAV or Dynamics AX and CADLink, your company can eliminate clerical work and increas...
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NAV Resources Every IT Manager Should Have For Performance Optimization

  • Jan 20, 2016 12:50:56 PM
  • By Nancy Phillippi
While it is commonplace for Clients First to write about Microsoft Dynamics NAV’s functionality, and useful ti...
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Using Dynamics NAV 2016 Out of The Box Financial Reporting Versus Using Jet Reports

  • Jan 13, 2016 5:10:55 PM
  • By Nancy Phillippi
Dynamics NAV 2016 has evolved past the older versions of Microsoft NAV or Navision products especially in the ...
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Dynamics AX: Designed For The Supply Chain Manager Who Wants More Functionality

  • Jan 13, 2016 4:21:00 PM
  • By Anita Smallwood
As a Vice President of Supply Chain Management you know all to well how difficult it can be to manage all supp...
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Webinar for Real-time BOM Comparison With Microsoft Dynamics ERP & CadLink

  • Jan 6, 2016 2:28:00 PM
  • By Anita Smallwood
  We are pleased to be working with CADLink as an integration tool to Dynamics AX.  Based on our research, CAD...
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Protect Your Assets Using The Synergy of Dynamics AX & Dynaway

  • Jan 5, 2016 5:15:00 PM
  • By Anita Smallwood
Dynamics AX is impressive software as it stands for those involved in manufacturing industries as it can be ta...
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9 Reasons to Buy Dynamics NAV Other Than The Price Tag!

  • Jan 5, 2016 12:37:57 PM
  • By Nancy Phillippi
Updated March 29, 2018:  The latest Dynamics NAV is released on April 2, 2018 and for the SaaS version the nam...
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US Manufacturing: Factors Driving the Resurgence

  • Dec 10, 2015 9:29:22 AM
  • By Nancy Phillippi
Nothing excites me more than the resurgence of US manufacturing. It’s comeback has a multiplier effect on the ...
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Discover The Benefits Of CU 10 For Dynamics AX 2012r3

  • Dec 4, 2015 4:32:12 PM
  • By Anita Smallwood
Microsoft just released cumulative update 10 for Microsoft Dynamics AX 2012 R3.  The cumulative update adds ne...
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Use NAV 2016 & Eliminate Posting Errors

  • Dec 3, 2015 3:50:52 PM
  • By Nancy Phillippi
Microsoft Dynamics NAV 2016 has a number of new features in the Financial Management arena, but the one that I...
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Who Else Wants Positive Pay included in their ERP?  Get it With MS Dynamics NAV 2016.

  • Nov 17, 2015 9:21:33 AM
  • By Nancy Phillippi
  We are so excited by Positive Pay or Safe Pay in Dynamics NAV 2016; it’s just one of Microsoft’s financial e...
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For SMB’s Who Outsource ACCT: Make Your Smartphones Work Together With NAV 2016

  • Nov 10, 2015 4:10:28 PM
  • By Nancy Phillippi
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Be a Shark like Cuban Using NAV 2016. It's Impressive!

  • Oct 28, 2015 3:58:34 PM
  • By Nancy Phillippi
NAV 2016 Details If you want to manage your business just like industry giants, Dynamics NAV 2016 can help you...
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Quick Tips and Tutorials on KPI and Business Intelligence in AX

  • Oct 15, 2015 11:57:00 AM
  • By Anita Smallwood
A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achievi...
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Microsoft Discounts AX 2012 Licenses

  • Oct 7, 2015 11:42:35 AM
  • By Anita Smallwood
Have been waiting to buy new users for your Dynamics AX 2012?   If so you can get a 20% discount off additiona...
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Dynamics AX: Power BI gives you more info on your business than Google

  • Oct 2, 2015 1:00:00 PM
  • By Anita Smallwood
BI can help your company be more efficient.  Although it’s an increasingly popular technology, Business Intell...
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Dynamics AX 7 and HTML5 the Latest in Cloud ERP Offering

  • Sep 23, 2015 2:42:00 PM
  • By Nancy Phillippi
  The much anticipated release of Dynamics AX 7 in the 4th quarter will be entirely written in HTML 5 with a c...
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Free! Get two Dynamics AX users free when upgrading from AX 2009

  • Sep 22, 2015 12:02:00 PM
  • By Nancy Phillippi
 * Purchase enterprise or advanced management AX 2009 licenses purchased from now until 12/31/15 and get ONE E...
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Microsoft’s Project GigJam: Making Work Collaboration Easier

  • Sep 22, 2015 10:14:21 AM
  • By Nancy Phillippi
  Microsoft’s Project GigJam allows operating systems to work together to accomplish great things.  It's excit...
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Attend NAVUG Summit 2015 in Reno-Tahoe, NV | Oct 13-16

  • Sep 11, 2015 5:37:07 PM
  • By Nancy Phillippi
Join Clients First and your Microsoft Dynamics® NAV peers, including Microsoft MVPs subject matter experts, an...
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Benefit Your Business by Attending AXUG Summit 15, Oct 13-16

  • Sep 11, 2015 4:57:00 PM
  • By Anita Smallwood
  Join Clients First and your Microsoft Dynamics® AX peers, including Microsoft MVPs, subject matter experts, ...
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Their Dynamics AX implementation quote is twice that of Clients First!

  • Sep 10, 2015 10:34:00 AM
  • By Mike Miller
    Why is your competitiors quote so much higher? Is Clients First missing something in the quote? Are they n...
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TMAC Hosting Supply Chain Strategy Learn @ Lunch

  • Sep 9, 2015 5:52:45 PM
  • By Nancy Phillippi
TMAC and Arlington Chamber of Commerce Hosting Supply Chain Strategy Learn @ Lunch. Supply Chain Optimization ...
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Act Now: Give Me 5 Sale Extended! (3 User Starter Pack + 2 Users)

  • Aug 25, 2015 4:08:09 PM
  • By Nancy Phillippi
[av_textblock size='' font_color='' color=''] It is time to move off of that old, slow, featureless, software ...
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Dynamics AX is more scalable than you’re being told

  • Aug 11, 2015 5:54:00 PM
  • By Mike Miller
  AX & Clients First Can Configure Your Smaller Manufacturing Plant for Growth For everyone out there who ...
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Switching from Indirect Labor to Direct Labor Tracking in AX 2012 R3

  • Aug 4, 2015 1:10:34 PM
  • By Anita Smallwood
    Any company or MRO who needs to track quality control as direct labor instead of indirect labor can do so ...
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Researching the Cost of Dynamics NAV?

  • Jul 30, 2015 1:42:11 PM
  • By Nancy Phillippi
Dynamics NAV does not come in a box with a bar code, so it’s difficult to get a true definitive price before a...
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Automated Containerization Is in The Box with Dynamics AX 2012 R3

  • Jul 23, 2015 11:25:00 AM
  • By Nancy Phillippi
One of the best parts about using Dynamics AX 2012 R3 is that it allows manufacturers and distributors to leve...
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Azure Dynamics Cloud offers 120K to startups

  • Jul 17, 2015 4:22:32 PM
  • By Anita Smallwood
On July 1, 2015, Microsoft launched a new program called BizSpark Plus in an effort to increase Azure Dynamics...
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Smart Home, Smart Office, Smart Warehouse. Thanks Windows 10!

  • Jul 14, 2015 6:46:51 PM
  • By Anita Smallwood
Do you remember when plug and play meant nothing else than plugging a Pac-Man cartridge into your Atari consol...
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Dynamics NAV 2016 Roadmap Announced

  • Jul 14, 2015 1:07:50 PM
  • By Nancy Phillippi
This week our management team is attending the WPC or Worldwide Partner Conference in Orlando.  The WPC is THE...
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Navision VS. NAV 2015 - Features Comparison

  • Jul 10, 2015 4:48:22 PM
  • By Nancy Phillippi
Quick to implement and easy to use, Dynamics NAV is by far one of the best ERP solutions small and midsize bus...
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Take Advantage of Microsoft's Continuous Innovative Releases with Dynamics AX

  • Jul 7, 2015 3:21:00 PM
  • By Nancy Phillippi
  Microsoft is number four and the biggest R & D spender per Fortune magazine’s November 2014 article ‘The...
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Clients First Acknowledged for 9 years on Bob Scott’s Top 100 VARs

  • Jun 25, 2015 1:51:37 PM
  • By Nancy Phillippi
What adds success to an organization? More than anything visible, tangible passion: that sparkle in someone’s ...
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Clients First Business Solutions 9 Years on Bob Scott's Top 100 VARs

  • Jun 24, 2015 3:03:00 PM
  • By Anita Smallwood
What adds success to an organization? More than anything I’d say visible, tangible passion: that sparkle in so...
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Dynamics AX Formula Management Features Enhanced

  • Jun 11, 2015 9:11:00 AM
  • By Nancy Phillippi
The process manufacturing industry is one of the largest sectors in the world; food, beverages, chemicals and ...
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Dynamics AX Process, Formula, and Recipe Capabilities

  • Jun 11, 2015 3:30:11 AM
  • By Nancy Phillippi
When it comes to choosing formula, recipe, food, ERP software, Microsoft Dynamics AX is one of the most comple...
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Dynamics NAV Helps Keep the Railroad Moving

  • Jun 10, 2015 5:34:36 PM
  • By Nancy Phillippi
RCL Services Group, LLC (“Services”) a longtime Dynamics NAV user provides railroad signal construction and si...
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Microsoft’s Dynamics AX is a lot more affordable than you’re being told

  • Jun 8, 2015 5:52:00 PM
  • By Mike Miller
A lot more affordable… Clients First has been selling and successfully implementing Dynamics AX (previously kn...
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Dynamics AX vs. SAP

  • May 11, 2015 11:30:00 AM
  • By Nancy Phillippi
Based on a Comparison From Panorama Consulting and Customer Experience A brief Dynamics AX vs. SAP R3 review r...
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Business Intelligence (BI) in Dynamics AX ERP

  • May 6, 2015 4:17:00 PM
  • By Nancy Phillippi
Advanced ERP systems like Dynamics AX 2012 make available a series of BI tools and capabilities to help us dri...
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Dynamics NAV 110,000 Customers and Counting

  • Apr 21, 2015 9:02:52 AM
  • By Nancy Phillippi
With Microsoft Dynamics NAV now being utilized by more than 110,000 small and mid-sized businesses and organiz...
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Software Licensing Made Easy with Dynamics AX ERP

  • Apr 20, 2015 4:17:00 PM
  • By Nancy Phillippi
As a Microsoft Gold Certified Partner, we receive a great deal of inquiries about Dynamics AX licensing model....
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Microsoft Extends Support for Dynamics AX 2009

  • Apr 1, 2015 4:24:01 PM
  • By Nancy Phillippi
 Executive Summary: Dynamics AX 2009 will have mainstream and extended support until 04/10/2018, and Dynamics ...
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How Many Companies Use Microsoft Dynamics AX and NAV?

  • Mar 25, 2015 4:24:04 AM
  • By Chandler Hutchison
One of the questions that organizations looking to transition or upgrade to Microsoft Dynamics AX or NAV ask i...
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Creating A Master Menu in Dynamics AX

  • Mar 6, 2015 9:26:00 AM
  • By Chandler Hutchison
Dynamics AX has different menu items, which can sometimes be overwhelming when doing your daily activities. Re...
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Upgrading ERP: Microsoft Dynamics SL or GP to Dynamics AX or NAV

  • Feb 19, 2015 3:06:18 AM
  • By Chandler Hutchison
Microsoft Dynamics AX, Dynamics SL, Dynamics GP and Dynamics NAV are leading enterprise solutions tailored for...
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Get Going Fast With The NAV 2015 Starter Pack

  • Feb 2, 2015 3:35:25 AM
  • By Chandler Hutchison
Microsoft Dynamics NAV 2015 not only is easy to implement, configure, and use but also offers a wide range of ...
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Reduce Shipping Costs with Microsoft Dynamics NAV

  • Jan 7, 2015 3:54:37 AM
  • By Chandler Hutchison
Companies that ship goods domestically or internationally are bound to see increased shipping costs starting i...
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How To Schedule Reports in Microsoft Dynamics NAV 2015

  • Dec 10, 2014 9:16:20 AM
  • By Chandler Hutchison
One of the most powerful features in NAV 2015 is report scheduling. The feature enables users to automatically...
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Microsoft Dynamics NAV: Going Mobile With NAV 2015

  • Nov 25, 2014 3:42:28 AM
  • By Chandler Hutchison
A while ago, mobility was considered just a trend. But recent statistics has indicated a rapid increase in the...
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Adding a Menu Item For The Warehouse Management Mobile Client To The Tools Menu

  • Nov 24, 2014 10:00:00 AM
  • By Chandler Hutchison
If you have upgraded to Dynamics AX R3, one of the features you may be using frequently is Warehouse Managemen...
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How to Configure Dynamics AX with Dynamics CRM

  • Nov 17, 2014 9:24:00 AM
  • By Chandler Hutchison
Both Dynamics CRM and Dynamics AX provide the back office, sales and customer service departments with importa...
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Jet Reports for Microsoft Dynamics NAV

  • Nov 14, 2014 3:46:37 AM
  • By Chandler Hutchison
Jet Reports is a smart reporting tool, which offers non-technical Dynamics NAV users the opportunity to create...
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Microsoft Dynamics AX Financial Statements

  • Nov 13, 2014 9:42:00 AM
  • By Chandler Hutchison
One of the key features of Dynamics AX is the ability to create financial statements easily without the need t...
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Entering Sales Orders in Dynamics AX

  • Nov 3, 2014 9:34:00 AM
  • By Chandler Hutchison
If you are transitioning from an earlier version of Dynamics AX to the 2012 version, you will realize that the...
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Microsoft Dynamics AX: Physical Inventory Tracking

  • Oct 30, 2014 9:36:00 AM
  • By Chandler Hutchison
Dynamics AX 2012 R3 has introduced new reservation hierarchy concepts to facilitate the control of inventory r...
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Scheduling Reports in Microsoft Dynamics NAV 2015

  • Oct 29, 2014 8:16:34 AM
  • By Chandler Hutchison
Running and scheduling reports in Microsoft Dynamics NAV 2015 has been enhanced and is now easier.
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Microsoft Dynamics AX: SQL Azure For Cloud Deployments

  • Oct 28, 2014 9:38:00 AM
  • By Chandler Hutchison
Microsoft’s cloud platform, known as Azure, allows users to build, deploy, and manage different applications a...
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What’s New for ERP in Microsoft Windows 10?

  • Oct 27, 2014 4:41:29 AM
  • By Chandler Hutchison
The first public preview of Windows 10, also known as Windows Technical Preview, was launched on Oct, 1. From ...
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Dynamics AX: Multi-Instance vs Single-Instance Deployment

  • Oct 24, 2014 9:39:00 AM
  • By Chandler Hutchison
When deploying Dynamics AX, you may wonder whether to deploy single-instance or multi-instance. Most organizat...
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What to Expect in Microsoft Dynamics AX 7

  • Oct 22, 2014 9:37:00 AM
  • By Chandler Hutchison
Microsoft Dynamics AX 7, also known under the code name “Rainier,” promises to impress AX users by delivering ...
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Tracking Social Media in Dynamics AX

  • Oct 13, 2014 9:41:00 AM
  • By Chandler Hutchison
Any marketing activity done by your organization should be tracked to determine its ROI. There are many analyt...
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Tales From The Script: OData

  • Oct 10, 2014 4:40:10 AM
  • By Chandler Hutchison
One of the major improvements made in Dynamics AX 2012 R2 is with regards to OData. For the non-developers, th...
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Microsoft Rolls Out Dynamics NAV App

  • Oct 8, 2014 4:36:42 AM
  • By Chandler Hutchison
We have some exciting news: Dynamics NAV 2015 didn’t come alone. Microsoft also launched a new Dynamics NAV Ap...
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Tales From The Script:

  • Oct 2, 2014 4:33:15 AM
  • By Chandler Hutchison
True, your Dynamics AX developer has a role to play in the technical aspects of the ERP. For instance, you may...
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Taking Full Advantage of Dynamics NAV 2015

  • Oct 1, 2014 4:34:59 AM
  • By Chandler Hutchison
The upcoming version of Dynamics NAV 2015 will make available a series of new features that mainly focus on en...
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Project Management Software: Dynamics AX With Microsoft Project

  • Sep 25, 2014 9:35:00 AM
  • By Chandler Hutchison
When it comes to project management software, Dynamics AX along with Microsoft Project delivers one of the bes...
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Dynamics AX: Creating New Role Centers for Users

  • Sep 19, 2014 9:46:00 AM
  • By Chandler Hutchison
Updated September 30, 2016.  Dynamics AX comes with a number of pre-defined roles found in most organizations....
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Tips and Tricks: Configure Demand Forecasting with Dynamics AX

  • Sep 16, 2014 9:30:00 AM
  • By Chandler Hutchison
Organizations need systems that are agile and simple, yet powerful enough to handle a high volume of transacti...
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Microsoft Virtual Academy: Learn From The Experts

  • Sep 15, 2014 4:34:28 AM
  • By Chandler Hutchison
Especially developed for “born-to-learn” generations, Microsoft Virtual Academy (MVA) provides free online cou...
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Microsoft to Launch "Freemium" Model for CustomerSource

  • Sep 12, 2014 9:41:00 AM
  • By Chandler Hutchison
Offered as a benefit of Microsoft Dynamics service plans, CustomerSource is a password-protected platform that...
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Tips and Tricks: Dynamics AX Workflows And Alerts

  • Sep 9, 2014 9:39:00 AM
  • By Chandler Hutchison
In manufacturing, workflow refers to a series of processes or tasks that have to be completed to produce a fin...
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Microsoft Dynamics AX Filters: Tips and Tricks

  • Sep 8, 2014 9:33:32 AM
  • By Chandler Hutchison
Do you use Dynamics AX filters every day in your operations? If so, here are some quick tips and tricks that c...
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The Internet of Things (IoT) and the Future of ERP Systems

  • Aug 22, 2014 9:34:00 AM
  • By Chandler Hutchison
Updated 03/27/2017 As the world continues to be connected, the amount of data available on networks continues ...
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Microsoft Dynamics NAV: A Budget Planning and Financial Management Solution

  • Aug 1, 2014 4:42:55 AM
  • By Chandler Hutchison
In today’s competitive business world, organizations need flexible financial management solutions that can be ...
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How To Prepare For Microsoft Dynamics NAV 2015

  • Jul 24, 2014 4:46:25 AM
  • By Chandler Hutchison
Part of Microsoft Dynamics’ family, NAV delivers an ingenious ERP solution able to assist small and medium-siz...
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Microsoft Dynamics AX 2012 R3: Transparent eProcurement

  • Jul 17, 2014 5:26:42 AM
  • By Chandler Hutchison
The latest capabilities included in Dynamics AX 2012 R3 are nothing short of the “Engage. Run. and Expand.” th...
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7 Reasons NAV Is The Best Distribution ERP Software Solution

  • Jun 24, 2014 4:35:33 AM
  • By Chandler Hutchison
More than 100,000 organizations throughout the world are currently using Dynamics NAV. Delivering the perfect ...
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Mobile ERP: Microsoft Office App for iPad

  • Jun 23, 2014 9:30:00 AM
  • By Chandler Hutchison
Microsoft Office for Apple’s iPad – leaving aside the fact that it sounds like a contradiction, Microsoft and ...
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Why You Need An Expert to Implement Microsoft Dynamics AX

  • Jun 19, 2014 9:30:00 AM
  • By Chandler Hutchison
The cost of a failed ERP implementation is huge: hundreds of lost working hours and thousands of dollars down ...
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Microsoft Dynamics Comparison: Dynamics NAV vs. Dynamics AX

  • Jun 17, 2014 4:30:28 AM
  • By Chandler Hutchison
Update February 16, 2018: Since this article was published there have been changes to the Dynamics AX platform...
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Microsoft Dynamics AX: Dispelling Dynamics AX Workflows Myths

  • Jun 12, 2014 9:32:00 AM
  • By Chandler Hutchison
Most Microsoft Dynamics AX customers in the finance department are not using workflows in their various busine...
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Looking Ahead: Microsoft Dynamics NAV 2015

  • Jun 10, 2014 9:11:18 AM
  • By Chandler Hutchison
Among Microsoft’s array of ERP solutions, NAV has been the enterprise accounting software of choice by distrib...
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Reduce Tax Errors: Integrating Microsoft Dynamics AX With Avalara

  • May 22, 2014 9:30:00 AM
  • By Chandler Hutchison
Organizations doing business online face a number or challenges especially related to taxes. Integrating Avala...
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4 Reasons For Upgrading to Dynamics AX 2012 R3

  • May 16, 2014 9:33:00 AM
  • By Chandler Hutchison
Microsoft Dynamics AX 2012 R3 has just been released and comes with a number of features that helps organizati...
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Dynamics AX R3: The Age of ERP Mobility

  • May 13, 2014 9:34:00 AM
  • By Chandler Hutchison
In a new study conducted by the Enterprise Apps Today, mobility has been ranked among the top ERP trends for 2...
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Dynamics AX: Increasing Productivity with Microsoft Lync

  • May 1, 2014 9:29:00 AM
  • By Chandler Hutchison
Organizations can reduce employee or customer response waiting times through integrating instant messaging app...
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Bluestar PLM: The Benefits of Integrating PLM With ERP Software

  • Apr 28, 2014 9:39:00 AM
  • By Chandler Hutchison
Current economic realities characterized by highly volatile markets with very few opportunities for profit and...
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Dynamics AX: Improving Efficiency Across Diverse Industries

  • Apr 21, 2014 9:37:00 AM
  • By Chandler Hutchison
Microsoft Dynamics AX 2012 is one of the leading ERP systems in the market. Organizations from diverse industr...
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Integrated PLM Module for Engineering & Design in Dynamics AX

  • Apr 14, 2014 9:37:00 AM
  • By Chandler Hutchison
Bluestar PLM is a Microsoft Dynamics AX application that can be integrated into the ERP for better data record...
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Dynamics AX 2012 R3: Supporting the Latest ERP Trends Through ERP Usability

  • Apr 5, 2014 9:35:00 AM
  • By Chandler Hutchison
Trying to meet more needs and demands than ever before, ERP software solutions are becoming increasingly compl...
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AX 2012 R3: Managing employee procurement, time, and expenses

  • Mar 30, 2014 9:31:00 AM
  • By Chandler Hutchison
Since Dynamics AX R3 will be launched soon, more and more businesspeople are looking forward to its anticipate...
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New Generation Seeing Sustainability in the Supply Chain, Support by Microsoft and ERP Software

  • Mar 21, 2014 9:44:00 AM
  • By Chandler Hutchison
We recently talked about the difference between food processing organizations and sustainable manufacturing op...
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An Overview of Your AX 2012 R3 Upgrade Approach

  • Mar 18, 2014 9:38:00 AM
  • By Andi Conti
With a focus on extending Microsoft Dynamics functionality, Microsoft Convergence 2014 pointed out a series of...
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Life of a CFO: How Dynamics AX Financials and Accounting Make it Easy

  • Mar 12, 2014 9:07:00 AM
  • By Andi Conti
Analyzing risks and liquidity, addressing and solving problems surrounding capital structure, determining the ...
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Which Dynamics AX Business Ready Service Plan is Right for Me?

  • Mar 10, 2014 9:34:00 AM
  • By Andi Conti
Today, Microsoft makes available two Dynamics AX Business Ready Service Plan options capable to meet current a...
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Delivering Amazing Customer Experiences with Dynamics AX 2012 R3

  • Mar 4, 2014 11:13:00 AM
  • By Andi Conti
Only two sessions in and two blog posts deep, but we couldn't help ourselves in boasting about how our custome...
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Using Microsoft Dynamics AX for Capitalizing on Race Car Speed

  • Mar 4, 2014 9:08:00 AM
  • By Andi Conti
Did you know that the Lotus F1 team utilizing Microsoft Dynamics AX 2012 for Cost Control? Straight from the f...
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Top Tweets Dissected: Dynamics AX Tech Conference 2014

  • Feb 19, 2014 9:16:00 AM
  • By Andi Conti
The 2014 Microsoft Dynamics AX Technical Conference has just ended and like Microsoft promised, the event prim...
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Meeting FDA and Electronic Signature Requirements with Dynamics AX

  • Feb 10, 2014 9:46:00 AM
  • By Andi Conti
Back in 1997, the FDA defined a series of electronic signature requirements under the Code of Federal Regulati...
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4 Ways to Tackle Microsoft Dynamics AX Training

  • Jan 29, 2014 9:40:00 AM
  • By Andi Conti
Let’s face it: as an ERP Project Manager, training can be one of the most challenging obstacles of the entire ...
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Sneak Peek: Inside Preview of Microsoft Dynamics AX 2012 R3

  • Jan 11, 2014 9:42:00 AM
  • By Andi Conti
For many years, Microsoft Dynamics AX, formerly Axapta, has helped a countless number of organizations handle ...
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