In our data and history load post: Data And History Load: How Much Is Enough we defined data migration and history loading in context with an ERP implementation. To recap, data migration and history loading is the process of gathering data from your current systems, then editing and correcting the data as required. Once the…
In our first COA post, Chart of Accounts- Getting the Full Accounting Report Benefits From Your ERP we described COA structures, how they are used to capture and track transactions in the General Ledger and the role that the COA plays in financial reporting. In this post, we’ll discuss the best practices used in setting…
In part 1 of our customizations post, Customizations: Why, When and What to Look For we discussed how to research customization alternatives, secure and manage executive project support and stay within your company’s capabilities. Sometimes, after researching all customization alternatives, you might find that none are sufficient to meet your needs. At this point, a…
Global supply chains have entered a new era – defined by climate change, geopolitical instability, AI-driven disruption, and just all-out volatility. Businesses are contending with rising regulatory pressure, unpredictable consumer demand, and persistent labor constraints. Today, the lesson learned since 2020 remains: any disruption in a single region, supplier, or process can ripple through the…
Supply chains aren’t new. They’ve been around since humans first began trading goods – evolving from simple localized systems into the complex global networks we rely on today. But something fundamental has shifted. Today’s supply chains do more than move products. They determine whether businesses thrive or fail. As EY noted in a recent report,…
Artificial intelligence (AI) and machine learning are reshaping industries, and the business community is abuzz with the opportunities they bring. Among these advancements, Microsoft’s Copilot stands out, offering tools to enhance productivity and automate repetitive tasks. This article provides an overview of the Copilot functionality available in Dynamics 365 Supply Chain Management (D365 SCM) as…
A Booming Business During the second quarter of 2020, overall edibles sales hit an all-time high of $227 million. Booming growth meant that a top cannabis edibles organization outgrew its “ERP Lite” solution built on QuickBooks and Google Sheets. It was a big goal for the organization to reduce dependency on the limited, siloed products…
ERP Best Practices for Getting the Most From Your New Platform ERP best practices are crucial, as ERPs have become an essential part of any modern business. They streamline operations, improve efficiency, and provide valuable insights for decision-making. They also represent something bigger. ERPs are a bridge that connects your company to a brighter, tech-enabled…
“Go-Live” is the final post of our ERP implementation series. If you want to learn more about prior ERP implementation phases, look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Navigating the ERP Sales Process: Successful VAR Selection | Velosio Preparing for ERP Implementation: Getting Started…
This post is the third in our 2023 release wave 2 changes and functionality series. In the initial post, we review 2023 release wave 2 changes and new functionality for Dynamics 365 Finance, Supply Chain Management and Finance and Operations cross-app capabilities. Our second post reviews 2023 release wave 2 changes and new functionality for Dynamics…