Microsoft Dynamics Blog

Top 3 Financial, Operational and Manufacturing KPIs

  • May 23, 2022 1:42:37 PM
  • By Nancy Phillippi
Manufacturing KPIs to Strategically Grow The complexity of today’s manufacturing systems and processes has the...
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4 Challenges with a Dynamics AX Migration

  • Apr 7, 2022 2:54:23 PM
  • By Nancy Phillippi
Now that Microsoft has ended support for their on-premises Dynamics AX software, many companies are left witho...
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Compare Dynamics AX to Dynamics 365 Finance and Operations

  • Apr 7, 2022 8:46:20 AM
  • By Nancy Phillippi
Dynamics AX customers have a choice to make, either to continue with their legacy platform or migrate to Dynam...
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Accelerate Your Digital Transformation with a Dynamics 365 Consultant

  • Apr 6, 2022 2:20:14 PM
  • By Nancy Phillippi
How to Get Started with a Dynamics 365 Consultant  The journey to real digital transformation doesn’t end when...
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New Lease Accounting Standards Webinar

  • Mar 15, 2022 9:19:14 AM
  • By Nancy Phillippi
Join Our Lease Accounting Webinar with LeaseQuery On Thursday, March 31, 2022. learn how our partnership with ...
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Docentric Awards Clients First Partner of the Year Rising Star

  • Mar 4, 2022 2:52:27 PM
  • By Nancy Phillippi
Clients First Awarded Rising Star Partner of the Year 2021 by Docentric Our Clients First team is proud to acc...
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Dynamics 365 Supply Chain Management Cost Savings and Business Benefits

  • Feb 11, 2022 10:36:58 AM
  • By Nancy Phillippi
Download this Whitepaper to Discover the Total Economic Impact™ of Microsoft Dynamics 365 Supply Chain Managem...
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Why Choose Dynamics 365 Finance & Supply Chain Over SAP

  • Jan 28, 2022 11:55:00 AM
  • By Clients First Business Solutions
Microsoft Dynamics 365 is a versatile and powerful ERP (enterprise resource planning) system that allows for f...
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Ultimate Guide to Dynamics 365 Commerce

  • Jan 14, 2022 11:43:00 AM
  • By Clients First Business Solutions
Dynamics 365 is a powerful cloud ERP software solution from Microsoft that offers a full suite of tools that b...
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Learn the Benefits of AX 2012 R3 Cumulative Update 11

  • Jan 12, 2022 12:00:00 AM
  • By Clients First Business Solutions
Microsoft just released cumulative update 11 for Microsoft Dynamics AX 2012 R3.  The cumulative update adds ne...
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Benefits of Dynamics 365 Integration With Dual Write

  • Dec 30, 2021 11:37:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • 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 12:00:00 AM
  • 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 12:00:00 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 12:00:00 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 12:00:00 AM
  • By Nancy Phillippi
  Out with the old and in with the new WMS mobile application! Finally, there is a new warehouse management mo...
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Dynamics 365 Ledger Calendar: Update Period Status on Multiple Years at Once

  • Jan 4, 2021 12:00:00 AM
  • By Nancy Phillippi
  One of our Dynamics 365 Finance functional consultants shared how to use Excel to update period status on mu...
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Engineering Change Management for Dynamics 365 Supply Chain Management

  • Nov 20, 2020 12:00:00 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 12:00:00 AM
  • By Nancy Phillippi
  Does Your Warehouse Require Mobile Device Integration? Choose from 3 Free WMS Express App Versions Many Dyna...
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Plan, Manage and Execute Projects With Project Management Software

  • Feb 26, 2020 12:00:00 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 12:00:00 AM
  • By Nancy Phillippi
  Are you on an outdated version of Dynamics NAV?  Is your current Dynamics NAV system holding up progress? Th...
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Dynamics 365 for Finance and Operations One Version and LCS

  • Jul 10, 2019 12:00:00 AM
  • 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 12:00:00 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 12:00:00 AM
  • By Nancy Phillippi
  Microsoft Dynamics Lifecycle Services (LCS) Lifecycle Services (LCS) for Microsoft Dynamics is a cloud-based...
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Microsoft Dynamics 365 April ’19 Release – Artificial Intelligence and More

  • May 7, 2019 12:00:00 AM
  • 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 12:00:00 AM
  • 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 12:00:00 AM
  • By Nancy Phillippi
  Even though experts agree that businesses can save a considerable amount of time and money by having an effi...
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Dynamics 365 for Finance and Operations: Cloud vs. On-Premise Deployment

  • Nov 27, 2018 12:00:00 AM
  • 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 16, 2018 12:00:00 AM
  • 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 12:00:00 AM
  • 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 12:00:00 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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Fast-Track to Dynamics 365

  • Jun 4, 2018 12:00:00 AM
  • 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 12:00:00 AM
  • By Nancy Phillippi
  Pacejet continues to improve their shipping solution and the latest helps find incorrect billing which saves...
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Do You Ship? See Pacejet and Dynamics Together

  • May 17, 2018 12:00:00 AM
  • 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 12:00:00 AM
  • 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 12:00:00 AM
  • 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 12:00:00 AM
  • By Nancy Phillippi
  The release of the new Dynamics 365 for Finance and Supply Chain (formerly Dynamics AX) as been a challenge ...
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Dynamics 365 April 2018 Release News

  • Mar 28, 2018 12:00:00 AM
  • By Nancy Phillippi
  Warning: the latest release notes for Dynamics 365 require ample time to read with 222 pages of new release ...
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What's New with Dynamics NAV: 365 Business Central

  • Mar 27, 2018 12:00:00 AM
  • By Nancy Phillippi
  Finally!  The much anticipated release of the SaaS version of Dynamics NAV now named Dynamics 365 Business C...
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Dynamics AX Customers Upgrade  FAQs

  • Mar 22, 2018 12:00:00 AM
  • By Nancy Phillippi
  Existing Dynamics AX customers are probably getting bombarded with email from Microsoft about Dynamics 365 E...
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Dynamics 365 Reporting and Power BI Video

  • Mar 21, 2018 12:00:00 AM
  • By Nancy Phillippi
Due to technical difficulties, Hope Enochs could not present What's New in Dynamics 365 for Finance and Operat...
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Dynamics 365 Saturday - Dallas

  • Mar 7, 2018 12:00:00 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 Mic...
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Dallas Hosts Dynamics 365 Saturday

  • Mar 7, 2018 12:00:00 AM
  • By Nancy Phillippi
  If you have been curious about Dynamics 365 Enterprise or you are a customer that wants to learn more about ...
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Adding Custom Fields in Dynamics 365 Enterprise

  • Feb 1, 2018 12:00:00 AM
  • By Nancy Phillippi
  Dynamics 365 Enterprise is now even a better value for businesses with the recent new feature release, Custo...
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Mainstream Support Ends April 10 - AX 2009

  • Jan 23, 2018 12:00:00 AM
  • By Nancy Phillippi
  Dynamics AX 2009 customers please note that Mainstream support ends on 4/10/18. Extended support ends 10/12/...
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Dynamics AX 2009 Ending Support in April 2018

  • Jan 19, 2018 12:00:00 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 Cloud vs. On Premise Deployment

  • Jan 19, 2018 12:00:00 AM
  • 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 365 Enterprise Mobility in the Warehouse

  • Jan 18, 2018 12:00:00 AM
  • By Nancy Phillippi
  Dynamics 365 Enterprise for Operations and Finanice (Dynamics 365 E or even shorter, D365E!) is of course wr...
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What's New in Dynamics NAV 2018

  • Jan 17, 2018 12:00:00 AM
  • By Nancy Phillippi
  Microsoft Dynamics NAV is a complete enterprise resource planning (ERP) with over 110,000 companies using th...
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Dynamics 365 Enterprise Planning and Tracking Budgets

  • Nov 13, 2017 12:00:00 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 12:00:00 AM
  • By Courtney Collum
The phrase “It’s budget time” generally solicits 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 12:00:00 AM
  • By Nancy Phillippi
  What are your plans October 10-13, 2017?  We are a proud Gold Sponsor of NAVUG and AX/Dynamics 365 Enterpris...
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Dynamics 365 and AX User Group Summit Sponsors

  • Sep 21, 2017 12:00:00 AM
  • By Nancy Phillippi
Clients First is pleased to once again provide gold sponsorship for this year's Dynamics User Group Summit in ...
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Migrating Dynamics AX to D365 Enterprise with Data Masons' EDI

  • Aug 1, 2017 12:00:00 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 disc...
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Dynamics 365 Enterprise Webinar: Top 5 Reasons to Upgrade

  • Jul 26, 2017 12:00:00 AM
  • By Nancy Phillippi
 
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Dynamics 365 Enterprise Webinar: Top 5 Reasons to Upgrade

  • Jul 21, 2017 12:00:00 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 12:00:00 AM
  • By Nancy Phillippi
After much anticipation, Microsoft has released the system requirements for Dynamics 365 Enterprise for Financ...
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Dynamics 365 Enterprise & AX User Group

  • Jun 20, 2017 12:00:00 AM
  • By Nancy Phillippi
Clients First hosted the second Dynamics 365 Enterprise/Dynamics AX Dallas/Fort Worth chapter user group meeti...
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Dynamics 365 Enterprise Edition Video

  • May 31, 2017 12:00:00 AM
  • 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 12:00:00 AM
  • By Nancy Phillippi
  Update: 3/27/18 Microsoft has replaced this solution with Dynamics NAV with a new user interface written in ...
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Dynamics 365 Business Edition VS Dynamics 365 Enterprise Edition

  • May 12, 2017 12:00:00 AM
  • By Clients First Business Solutions
    Dynamics 365 Enterprise Edition and Dynamics 365 Business Edition are two of Microsoft’s most prominent cl...
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Dynamics 365 for Operations Gets a New Name

  • May 5, 2017 12:00:00 AM
  • By Clients First Business Solutions
  Dynamics 365 for Operations once known as AX-7 gets a new name starting 07/01/2017; to better reflect its ca...
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Dynamics 365 for Financials Functionality

  • Apr 7, 2017 12:00:00 AM
  • By Nancy Phillippi
  Overdue Announcement Made: Dynamics 365 for Financials will  have the full functionality of Dynamics NAV Upd...
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Yet Another Accolade for Dynamics 365

  • Mar 31, 2017 12:00:00 AM
  • 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 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 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 12:00:00 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 12:00:00 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 12:00:00 AM
  • By Clients First Business Solutions
Are you a manager or director of human resources, engineering, production, purchasing, or transportation, and ...
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Cover Yourself in the Security of Dynamics 365

  • Jan 19, 2017 12:00:00 AM
  • By Clients First Business Solutions
Dynamics 365 guards your data by employing Microsoft Enterprise Mobility + Security, protecting your company, ...
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Webinar: Discover the Real Cost of Producing Finished Goods

  • Dec 29, 2016 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • 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 12:00:00 AM
  • By Clients First Business Solutions
Dynamics 365 Enterprise Edition is a touch screen enabled, do anything from anywhere, at anytime, on almost an...
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Dynamics 365: Quality Management with Machine Learning

  • Dec 8, 2016 12:00:00 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 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • By Clients First Business Solutions
   John F. Kennedy once said, "Change is the law of life."  This law is not being broken in the ERP world, esp...
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Payments Made Easier With Dynamics 365

  • Nov 18, 2016 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • By Clients First Business Solutions
Are you a CFO, CIO, or COO who has wanted to try out Microsoft Business Intelligence called PowerBI to see for...
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one More Reason to Love Dynamics AX Features: Product Configurator

  • Oct 17, 2016 12:00:00 AM
  • 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 12:00:00 AM
  • By Nancy Phillippi
  Are you going to the 2016 Dynamics Summit? Take a break from all the business talk and celebrate the fact th...
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Attend The After Party at Dynamics Summit 2016

  • Oct 6, 2016 12:00:00 AM
  • 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 12:00:00 AM
  • By Nancy Phillippi
Don't miss the Dynamics 365: free preview of functionality on Tuesday, October 11 at 2:30PM EST. Executive Vic...
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Dynamics AX 2012 R3 Support Continued Until 2023

  • Sep 20, 2016 12:00:00 AM
  • 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 the New Dynamics AX Mobile App for the Warehouse

  • Sep 15, 2016 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • 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 AM
  • 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 12:00:00 AM
  • By Clients First Business Solutions
Executive Summary: Dynamics 365 Enterprise Edition is the amped up version of Dynamics AX available in the Clo...
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1000's of Microsoft Customers Get Insights at Dynamics Summit- Join them.

  • Jul 29, 2016 12:00:00 AM
  • By Nancy Phillippi
  Dynamics Summit 2016 is the can’t-miss annual conference for Microsoft Dynamics users.  The training confere...
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1,000's of Dynamics AX customers get insights at AXUG Summit. will you join them?

  • Jul 28, 2016 12:00:00 AM
  • By Clients First Business Solutions
Join Clients First & the Microsoft Dynamics® AX community in Tampa, Florida, this October for AXUG Summit ...
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No More Getting Lost in Tabs with New Dynamics AX Cloud ERP

  • Jun 30, 2016 12:00:00 AM
  • By Clients First Business Solutions
No more getting lost in cloud ERP software with new Dynamics AX (7) Workspaces.  I love cloud technology and n...
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How To Reduce Month-End Close Time (Part 2)

  • Jun 14, 2016 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • By Clients First Business Solutions
Are you a controller, and your end of the month (EOM) close sometimes requires working 32 hours straight? Or, ...
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For $0 A Day, Get Dynamics AX Development Space & BI

  • May 18, 2016 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • By Clients First Business Solutions
  Panorama, an independent ERP solutions consulting company, published their annual ERP report naming Microsof...
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CAD Integration To Dynamics AX Webinar Video Available

  • Mar 29, 2016 12:00:00 AM
  • 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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Watch Dynamics ERP & CAD Integration Webinar Video

  • Mar 29, 2016 12:00:00 AM
  • By Nancy Phillippi
  I am pleased that we had so much interest in our presentation of CADLink to Dynamics AX.   Of course CADLink...
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CFO's Discover Tangible ROI of CADLink Integration to ERP

  • Mar 7, 2016 12:00:00 AM
  • 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 ...
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Join Our Launch Event Showcasing The New Dynamics AX

  • Feb 19, 2016 12:00:00 AM
  • By Nancy Phillippi
  Join Clients First Texas as we are hosting a launch event on the new Microsoft Dynamics AX on March 8th and ...
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Attend the New Microsoft Dynamics AX Launch Event

  • Feb 19, 2016 12:00:00 AM
  • 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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Secrets Of Obtaining Easier Business Approvals Using NAV Workflows

  • Feb 12, 2016 12:00:00 AM
  • By Nancy Phillippi
  Microsoft Dynamics NAV Workflow Functionality Who doesn't like work being easier? Microsoft Dynamics NAV mak...
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Integrate CAD Software With Dynamics Using CADLink

  • Jan 26, 2016 12:00:00 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 12:00:00 AM
  • By Nancy Phillippi
  While it is commonplace for Clients First to write about Microsoft Dynamics NAV’s functionality and useful t...
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Dynamics AX: Designed For The Supply Chain Manager Who Wants More Functionality

  • Jan 13, 2016 12:00:00 AM
  • By Clients First Business Solutions
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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Using Dynamics NAV 2016 Out of The Box Financial Reporting Versus Using Jet Reports

  • Jan 13, 2016 12:00:00 AM
  • By Nancy Phillippi
  Dynamics NAV 2016 has evolved past the older versions of Microsoft NAV or Navision products especially in th...
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Webinar for Real-time BOM Comparison With Microsoft Dynamics ERP & CadLink

  • Jan 6, 2016 12:00:00 AM
  • By Clients First Business Solutions
 We are pleased to be working with CADLink as an integration tool to Dynamics AX (Now Dynamics 365 Finance and...
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9 Reasons to Buy Dynamics NAV Other Than The Price Tag!

  • Jan 5, 2016 12:00:00 AM
  • By Nancy Phillippi
  Updated March 29, 2018:  The latest Dynamics NAV is being released on April 2, 2018, and for the SaaS versio...
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US Manufacturing: Factors Driving the Resurgence

  • Dec 10, 2015 12:00:00 AM
  • By Nancy Phillippi
  Nothing excites me more than the resurgence of US manufacturing. It’s comeback has a multiplier effect on th...
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Discover The Benefits Of CU 10 For Dynamics AX 2012r3

  • Dec 4, 2015 12:00:00 AM
  • By Clients First Business Solutions
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 12:00:00 AM
  • By Nancy Phillippi
  Microsoft Dynamics NAV 2016 has a number of new features in the Financial Management arena, but the one that...
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Who Else Wants Positive Pay included in their ERP?  Get it With MS Dynamics NAV 2016.

  • Nov 17, 2015 12:00:00 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 ACCTounting: Make Your Smartphones Work Together With NAV 2016

  • Nov 10, 2015 12:00:00 AM
  • By Nancy Phillippi
 
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Be a Shark like Mark Cuban Using NAV 2016. It's Impressive!

  • Oct 28, 2015 12:00:00 AM
  • By Nancy Phillippi
  NAV 2016 Details If you want to manage your business just like industry giants, Dynamics NAV 2016 can help y...
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Quick Tips and Tutorials on KPI and Business Intelligence in AX

  • Oct 15, 2015 12:00:00 AM
  • By Clients First Business Solutions
  A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achie...
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Microsoft Discounts AX 2012 Licenses

  • Oct 7, 2015 12:00:00 AM
  • By Clients First Business Solutions
  Have you been waiting to buy new users for your Dynamics AX 2012?   If so, you can get a 20% discount off ad...
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Dynamics AX: Power BI gives you more info on your business than Google

  • Oct 2, 2015 12:00:00 AM
  • By Clients First Business Solutions
  Power BI can help your company be more efficient.  Although it’s an increasingly popular technology, Busines...
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Dynamics AX 7 and HTML5 the Latest in Cloud ERP Offering

  • Sep 23, 2015 12:00:00 AM
  • By Nancy Phillippi
    The much anticipated release of Dynamics AX 7 in the 4th quarter will be entirely written in HTML 5 with a...
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Microsoft’s Project GigJam: Making Work Collaboration Easier

  • Sep 22, 2015 12:00:00 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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Free! Get two Dynamics AX users free when upgrading from AX 2009

  • Sep 22, 2015 12:00:00 AM
  • 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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Benefit Your Business by Attending AXUG Summit 15, Oct 13-16

  • Sep 11, 2015 12:00:00 AM
  • By Clients First Business Solutions
  Join Clients First and your Microsoft Dynamics® AX peers, including Microsoft MVPs, subject matter experts, ...
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Attend NAVUG Summit 2015 in Reno-Tahoe, NV | Oct 13-16

  • Sep 11, 2015 12:00:00 AM
  • By Nancy Phillippi
  Join Clients First and your Microsoft Dynamics® NAV 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 12:00:00 AM
  • By Mike Miller
  Why is your competitor's quote so much higher? Is Clients First missing something in the quote? Are they not...
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TMAC Hosting Supply Chain Strategy Learn @ Lunch

  • Sep 9, 2015 12:00:00 AM
  • 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 12:00:00 AM
  • By Nancy Phillippi
  It's time to move off of that old, slow, featureless, software you have been using to run your company. From...
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Dynamics AX is more scalable than you’re being told

  • Aug 11, 2015 12:00:00 AM
  • 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 12:00:00 AM
  • By Clients First Business Solutions
  Any company or MRO who needs to track quality control as direct labor instead of indirect labor can do so ea...
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Researching the Cost of Dynamics NAV?

  • Jul 30, 2015 12:00:00 AM
  • 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...
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Automated Containerization Is in The Box with AX 2012 R3

  • Jul 23, 2015 12:00:00 AM
  • By Nancy Phillippi
  One of the best parts about using Dynamics AX 2012 R3 is that it allows manufacturers and distributors to le...
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Azure Dynamics Cloud offers 120K to start-ups

  • Jul 17, 2015 12:00:00 AM
  • By Clients First Business Solutions
  On July 1, 2015, Microsoft launched a new program called BizSpark Plus in an effort to increase Azure Dynami...
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Dynamics NAV 2016 Roadmap Announced

  • Jul 14, 2015 12:00:00 AM
  • By Nancy Phillippi
  This week our management team is attending the WPC or Worldwide Partner Conference in Orlando.  The WPC is T...
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Smart Home, Smart Office, Smart Warehouse. Thanks, Windows 10!

  • Jul 14, 2015 12:00:00 AM
  • By Clients First Business Solutions
  Do you remember when plug-and-play meant nothing else than plugging a Pac-Man cartridge into your Atari cons...
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Navision VS. NAV 2015 - Features Comparison

  • Jul 10, 2015 12:00:00 AM
  • By Nancy Phillippi
  Quick to implement and easy to use, Dynamics NAV is by far one of the best ERP solutions small and midsize b...
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Take Advantage of Microsoft's Continuous Innovative Releases with Dynamics AX

  • Jul 7, 2015 12:00:00 AM
  • 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 onDynamics AX Tech Conference

  • Jun 25, 2015 12:00:00 AM
  • By Nancy Phillippi
  What adds success to an organization? More than anything visible, tangible passion: that sparkle in someone’...
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Clients First Business Solutions: 9 Years on Bob Scott's Top 100 VARs

  • Jun 24, 2015 12:00:00 AM
  • By Clients First Business Solutions
What adds success to an organization? More than anything, I’d say visible, tangible passion: that sparkle in s...
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Dynamics AX Formula Features Enhanced

  • Jun 11, 2015 12:00:00 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 12:00:00 AM
  • By Nancy Phillippi
  When it comes to choosing formula, recipe, food, ERP software, Microsoft Dynamics AX is one of the most comp...
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Dynamics NAV Helps Keep the Railroad Moving

  • Jun 10, 2015 12:00:00 AM
  • 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 12:00:00 AM
  • 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 12:00:00 AM
  • By Nancy Phillippi
  Based on a Comparison From Panorama Consulting and Customer Experience A brief Dynamics AX vs. SAP R3 review...
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Business Intelligence (BI) in Dynamics AX ERP

  • May 6, 2015 12:00:00 AM
  • 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 12:00:00 AM
  • By Nancy Phillippi
  With Microsoft Dynamics NAV now being utilized by more than 110,000 small and mid-sized businesses and organ...
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Software Licensing Made Easy with Dynamics AX ERP

  • Apr 20, 2015 12:00:00 AM
  • 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 12:00:00 AM
  • By Nancy Phillippi
  Executive Summary: Updated 10/29/21: Dynamics AX 2009, AX 2012 and AX 2012 R2 will have extended support unt...
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How Many Companies Use Microsoft Dynamics AX and NAV?

  • Mar 25, 2015 12:00:00 AM
  • By Chandler Hutchison
  One of the questions that organizations looking to transition or upgrade to Microsoft Dynamics AX or NAV ask...
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Creating A Master Menu in Dynamics AX

  • Mar 6, 2015 12:00:00 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 12:00:00 AM
  • By Chandler Hutchison
  Microsoft Dynamics AX, Dynamics SL, Dynamics GP and Dynamics NAV are leading enterprise solutions tailored f...
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Get Going Fast With The NAV 2015 Starter Pack

  • Feb 2, 2015 12:00:00 AM
  • By Chandler Hutchison
  Microsoft Dynamics NAV 2015 not only is easy to implement, configure, and use but also offers a wide range o...
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Reduce Shipping Costs with Microsoft Dynamics NAV

  • Jan 7, 2015 12:00:00 AM
  • By Chandler Hutchison
  Companies that ship goods domestically or internationally are bound to see increased shipping costs starting...
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How To Schedule Reports in Microsoft Dynamics NAV 2015

  • Dec 10, 2014 12:00:00 AM
  • By Chandler Hutchison
  One of the most powerful features in NAV 2015 is report scheduling. The feature enables users to automatical...
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Microsoft Dynamics NAV: Going Mobile With NAV 2015

  • Nov 25, 2014 12:00:00 AM
  • By Chandler Hutchison
  A while ago, mobility was considered just a trend. But recent statistics has indicated a rapid increase in t...
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Adding a Menu Item For The Warehouse Management Mobile Client To The Tools Menu

  • Nov 24, 2014 12:00:00 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 12:00:00 AM
  • By Chandler Hutchison
  Both Dynamics CRM and Dynamics AX provide the back office, sales and customer service departments with impor...
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Jet Reports for Microsoft Dynamics NAV

  • Nov 14, 2014 12:00:00 AM
  • By Chandler Hutchison
  Jet Reports is a smart reporting tool, which offers non-technical Dynamics NAV users the opportunity to crea...
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Microsoft Dynamics AX Financial Statements

  • Nov 13, 2014 12:00:00 AM
  • By Chandler Hutchison
  One of the key features of Dynamics AX is the ability to create financial statements easily without the need...
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Entering Sales Orders in Dynamics AX

  • Nov 3, 2014 12:00:00 AM
  • By Chandler Hutchison
  If you are transitioning from an earlier version of Dynamics AX to the 2012 version, you will soon realize t...
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Microsoft Dynamics AX: Physical Inventory Tracking

  • Oct 30, 2014 12:00:00 AM
  • By Chandler Hutchison
  Dynamics AX 2012 R3 has introduced new reservation hierarchy concepts to facilitate the control of inventory...
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Scheduling Reports in Microsoft Dynamics NAV 2015

  • Oct 29, 2014 12:00:00 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 12:00:00 AM
  • By Chandler Hutchison
  Microsoft’s cloud platform, known as Azure, allows users to build, deploy, and manage different applications...
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What’s New for ERP in Microsoft Windows 10?

  • Oct 27, 2014 12:00:00 AM
  • By Chandler Hutchison
  ERP in Microsoft Windows 10 is Packed with New Features The first public preview of Windows 10, also known a...
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Dynamics AX: Multi-Instance vs. Single-Instance Deployment

  • Oct 24, 2014 12:00:00 AM
  • By Chandler Hutchison
  When deploying Dynamics AX, you may wonder whether to deploy single-instance or multi-instance. Most organiz...
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What to Expect in Microsoft Dynamics AX 7

  • Oct 22, 2014 12:00:00 AM
  • By Chandler Hutchison
  Microsoft Dynamics AX 7 , also known under the code name “Rainier,” promises to impress AX users by deliveri...
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Tracking Social Media in Dynamics AX

  • Oct 13, 2014 12:00:00 AM
  • By Chandler Hutchison
  Any marketing activity done by your organization should be tracked to determine its ROI. There are many anal...
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Tales From The Script: OData

  • Oct 10, 2014 12:00:00 AM
  • By Chandler Hutchison
  One of the major improvements made in Dynamics AX 2012 R2 is with regards to OData. For the non-developers, ...
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Microsoft Rolls Out Dynamics NAV App

  • Oct 8, 2014 12:00:00 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 12:00:00 AM
  • By Chandler Hutchison
  It is true your Dynamics AX developer has a role to play in the technical aspects of the ERP. For instance, ...
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Taking Full Advantage of Dynamics NAV 2015

  • Oct 1, 2014 12:00:00 AM
  • By Chandler Hutchison
  The upcoming version of Dynamics NAV 2015 will make available a series of new features that mainly focus on ...
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Project Management Software: Dynamics AX With Microsoft Project

  • Sep 25, 2014 12:00:00 AM
  • By Chandler Hutchison
  When it comes to project management software, Dynamics AX along with Microsoft Project delivers one of the b...
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Dynamics AX: Creating New Role Centers for Users

  • Sep 19, 2014 12:00:00 AM
  • By Chandler Hutchison
  Updated September 30, 2016.  Dynamics AX comes with a number of pre-defined roles found in most organization...
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Tips and Tricks: Configure Demand Forecasting with Dynamics AX

  • Sep 16, 2014 12:00:00 AM
  • By Chandler Hutchison
  Organizations need systems that are agile and simple, yet powerful enough to handle a high volume of transac...
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Microsoft Virtual Academy: Learn From The Experts

  • Sep 15, 2014 12:00:00 AM
  • By Chandler Hutchison
  Especially developed for “born-to-learn” generations, Microsoft Virtual Academy (MVA) provides free online c...
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Microsoft to Launch "Freemium" Model for CustomerSource

  • Sep 12, 2014 12:00:00 AM
  • By Chandler Hutchison
Understanding the Reasons behind the Freemium Model Offered as a benefit of Microsoft Dynamics service plans, ...
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Tips and Tricks: Dynamics AX Workflows And Alerts

  • Sep 9, 2014 12:00:00 AM
  • By Chandler Hutchison
  In manufacturing, workflow refers to a series of processes or tasks that have to be completed to produce a f...
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Microsoft Dynamics AX Filters: Tips and Tricks

  • Sep 8, 2014 12:00:00 AM
  • By Chandler Hutchison
More about Microsoft Dynamics AX Filters Do you use Dynamics AX filters every day in your operations? If so, h...
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The Internet of Things (IoT) and the Future of ERP Systems

  • Aug 22, 2014 12:00:00 AM
  • By Chandler Hutchison
  Updated 03/27/2017  As the world continues to be connected, the amount of data available on networks continu...
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Microsoft Dynamics NAV: A Budget Planning and Financial Management Solution

  • Aug 1, 2014 12:00:00 AM
  • By Chandler Hutchison
  In today’s competitive business world, organizations need flexible financial management solutions that can b...
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How To Prepare For Microsoft Dynamics NAV 2015

  • Jul 24, 2014 12:00:00 AM
  • By Chandler Hutchison
  Part of Microsoft Dynamics’ family, NAV delivers an ingenious ERP solution able to assist small and medium-s...
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Microsoft Dynamics AX 2012 R3: Transparent eProcurement

  • Jul 17, 2014 12:00:00 AM
  • By Chandler Hutchison
  The latest capabilities included in Dynamics AX 2012 R3 are nothing short of the “Engage. Run. and Expand.” ...
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7 Reasons NAV Is The Best Distribution ERP Software Solution

  • Jun 24, 2014 12:00:00 AM
  • By Chandler Hutchison
  More than 100,000 organizations throughout the world are currently using Dynamics NAV. Delivering the perfec...
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Mobile ERP: Microsoft Office App for iPad

  • Jun 23, 2014 12:00:00 AM
  • By Chandler Hutchison
  Microsoft Office for Apple’s iPad – leaving aside the fact that it sounds like a contradiction, Microsoft an...
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Why You Need An Expert to Implement Microsoft Dynamics AX

  • Jun 19, 2014 12:00:00 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:

  • Jun 17, 2014 12:00:00 AM
  • By Chandler Hutchison
  Update February 16, 2018: Since this article was published there have been changes to the Dynamics AX platfo...
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Microsoft Dynamics AX: Dispelling Dynamics AX Workflows Myths

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

  • Jun 10, 2014 12:00:00 AM
  • By Chandler Hutchison
  Among Microsoft’s array of ERP solutions, NAV has been the enterprise accounting software of choice by distr...
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Reduce Tax Errors: Integrating Microsoft Dynamics AX With Avalara

  • May 22, 2014 12:00:00 AM
  • By Chandler Hutchison
  Organizations doing business online face a number of challenges especially related to taxes. Integrating Ava...
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4 Reasons For Upgrading to Dynamics AX 2012 R3

  • May 16, 2014 12:00:00 AM
  • By Chandler Hutchison
  Microsoft Dynamics AX 2012 R3 has just been released and comes with a number of features that helps organiza...
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Dynamics AX R3: The Age of ERP Mobility

  • May 13, 2014 12:00:00 AM
  • By Chandler Hutchison
  In a new study conducted by the Enterprise Apps Today, mobility has been ranked among the top ERP trends for...
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Dynamics AX: Increasing Productivity with Microsoft Lync

  • May 1, 2014 12:00:00 AM
  • By Chandler Hutchison
  Organizations can reduce employee or customer response waiting times through integrating instant messaging a...
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Bluestar PLM: The Benefits of Integrating PLM With ERP Software

  • Apr 28, 2014 12:00:00 AM
  • By Chandler Hutchison
  Current economic realities characterized by highly volatile markets with very few opportunities for profit a...
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Dynamics AX: Improving Efficiency Across Diverse Industries

  • Apr 21, 2014 12:00:00 AM
  • By Chandler Hutchison
  Microsoft Dynamics AX 2012 is one of the leading ERP systems in the market. Organizations from diverse indus...
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Integrated PLM Module for Engineering & Design in Dynamics AX

  • Apr 14, 2014 12:00:00 AM
  • By Chandler Hutchison
  Bluestar PLM is a Microsoft Dynamics AX application that can be integrated into the ERP for better data reco...
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Dynamics AX 2012 R3: Supporting the Latest ERP Trends Through ERP Usability

  • Apr 5, 2014 12:00:00 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 12:00:00 AM
  • By Chandler Hutchison
  Since Dynamics AX R3 will be launched soon, more and more businesspeople are looking forward to its anticipa...
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New Generation Seeing Sustainability in the Supply Chain, Support by Microsoft and ERP Software

  • Mar 21, 2014 12:00:00 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 12:00:00 AM
  • By Andi Conti
  With a focus on extending Microsoft Dynamics functionality, Microsoft Convergence 2014 pointed out a series ...
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Life of a CFO: How Dynamics AX Financials and Accounting Make it Easy

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

  • Mar 10, 2014 12:00:00 AM
  • By Andi Conti
  Today, Microsoft makes available two Dynamics AX Business Ready Service Plan options capable to meet current...
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