It’s hard to believe NetSuite was founded over 20 years ago! After all, they were the first cloud ERP and the first cloud application. Not only has NetSuite proved to be one of the best financial management systems available, NetSuite has added so many features and capabilities over the years that it’s become a leading…
Lack of user adoption is regularly acknowledged as a cause of failed ERP implementations. It is understandable that an ERP system which is new to most users and has significant functionality can be overwhelming and confusing. To address user acceptance and increase user participation, training is a great first step. Users leave training empowered and…
As they say in sports, you are only as strong as your weakest player—even when it comes to internal systems. For heavy equipment dealers, sometimes the weakest player is the DMS system, which is missing functionality to successfully manage your teams and departments. Not only does this create barriers, but it also increases manual processes.…
Microsoft has launched many new Dynamics 365 for Finance and Operations updates this Spring. I am sure you have heard of Run 1 (or the Evergreen Application) which puts all users on the latest version of Dynamics 365, always. This eliminates the need for intensive and time-consuming upgrades. Alongside the Dynamics 365 for Finance and…
The new version of Common Data Service, which is referred to as CDS for Apps (CDS 2.0), is extremely powerful — and when integrated with Microsoft Flow, PowerApps, PowerBI, and Dynamics 365 the results are unparalelled. In this post, we will walk through the steps to create, integrate, and test a complete Dynamics 365 integration…
Do your subsidiaries have different logos? Do you need to print a subsidiary-specific logo for transactions, like customer invoices, credit memos and vendor purchase orders, rather than your corporate logo within your NetSuite environment? Here are the steps to make it happen: Step 1: Add the subsidiary logo in the subsidiary setup Go to…
The April 2019 updates to Microsoft Dynamics 365 Business Central came with a lot of impressive upgrades to enhance the user experience — one of which is Focus Mode. Dynamics 365 Business Central Focus Mode allows users to expand the line items section on a specific card enabling faster data entry. Another benefit of Focus…
With the new and exciting April 2019 release, Microsoft has decided to satisfy our desire for aesthetics and character with portalTheme Customization in Dynamics 365 applications. Previously, the top-most header of your organization’s Dynamics 365 application defaulted to the theme with the turquoise “waffle” and the black background. The fresh update empowers end users to…
Here’s a nifty trick to enable you to have both your NetSuite sandbox and your production environment open at the same time! As you likely know, NetSuite lets you select a specific role within either a sandbox or production in which to work. To have them both open at the same time, simply open one…
Have you been looking for a fast and simple solution to upload and attach files to records and easily organize them in your NetSuite File Cabinet? Whether you’d like to attach and save customer agreements to a customer master record or scanned vendor bills to a vendor bill transaction record, we recommend using the NetSuite…