As a Microsoft partner, Boyer understands that preparing for a successful Dynamics 365 CRM implementation involves focusing on the three key pillars: people, processes, and technology. While user adoption is important, it’s equally critical to focus on what your organization—and your implementation partner—can do to drive success. By aligning these three areas and maintaining close collaboration with your partner, you’ll set the foundation for a successful CRM implementation that delivers long-term value. Let’s take a closer look at these three areas, how the right implementation partner can help and questions to ask a potential partner.1. Set your people up for successWhile the people in your organization are ultimately … [Read more...] about Preparing for a successful Dynamics 365 CRM implementation
Unlocking the Power of Rebate Management in Microsoft Dynamics 365 F&SCM
How many people does it take in your business to manage rebates, deductions, and royalties? In the intricate world of finance and supply chain management, all these play an essential role in shaping your business’s success, but managing them can be daunting without the right tools and strategies. This is where the power of rebate management in Dynamics 365 can help.Microsoft Dynamics 365 Finance & Supply Chain Management (F&SCM) offers a comprehensive Rebate Management module that centralizes and streamlines these processes. It ensures that businesses can maintain control and oversight over financial transactions effortlessly. By centralizing rebate, deduction, and royalty processing in one unified platform, businesses can … [Read more...] about Unlocking the Power of Rebate Management in Microsoft Dynamics 365 F&SCM
12 Things to Know About Microsoft Dynamics 365
Microsoft Dynamics 365 is a robust blend of ERP and CRM applications that helps streamline your operations across different areas like sales, customer service, operations, and finance. Hosted on the cloud, this platform brings together your data, people, and processes, creating a unified environment where everything works together seamlessly. With the added power of artificial intelligence and data analytics, Dynamics 365 offers insights that empower you to optimize every aspect of your business operations and make smarter decisions. What's great is that it grows with you; you can start small with just what you need and expand the tools as your business evolves. It’s designed to be flexible, accommodating businesses of any size. … [Read more...] about 12 Things to Know About Microsoft Dynamics 365
Boyer hires new Dynamics 365 solution architect
Boyer & Associates is pleased to welcome our newest Microsoft Dynamics 365 solution architect, Jeremy Bring.A North Dakotan born and bred, Bring grew up on a farm near where the developer of Microsoft Dynamics GP got his start. Bring has been working with Microsoft technology since 2005. He started with Dynamics GP and moved on to Dynamics CRM starting in 2010. He appreciates the seamless integrations within the platform.“With the Microsoft platform everything is so integrated together, it’s easy to move around from one product to the next. They all kind of fit together,” he said.Bring’s first job out of college was for a support company. He quickly shifted over to consulting where he could spend more time helping clients develop the … [Read more...] about Boyer hires new Dynamics 365 solution architect
Dynamics 365: Comprehensive Business Solutions & Insights
Introducing Microsoft Dynamics 365: the all-in-one business solution delivering comprehensive insights and streamlined operations. Designed to optimize resource planning and customer relationship management, Dynamics 365 offers a robust platform for data analysis and informed decision-making.This article explores the core features of Dynamics 365, highlighting its ability to empower businesses with the tools necessary to drive growth, efficiency, and success.Join us as we delve into the world of Dynamics 365 and unlock the potential it holds for your organization.Key TakeawaysUnderstanding Dynamics 365’s Core FeaturesIn order to gain a comprehensive understanding of Dynamics 365’s core features, it is important to explore three key … [Read more...] about Dynamics 365: Comprehensive Business Solutions & Insights
Power Platform at Boyer & Associates: Transforming Data into Actionable Insights
Microsoft Power Platform is a cutting-edge toolset that empowers individuals and organizations to harness the power of data and turn it into actionable insights. Its suite of powerful components includes Power BI and Power Automate. The platform offers a versatile solution for data processing and workflow automation.Designed for those who value flexibility and independence, Power Platform allows users to analyze data, create visually stunning reports, and automate repetitive tasks with ease. It enables businesses to make data-driven decisions, identify trends, and optimize processes, ultimately driving innovation and growth.In this article, we will explore the key components of Microsoft Power Platform and delve into real-world applications … [Read more...] about Power Platform at Boyer & Associates: Transforming Data into Actionable Insights
Dynamics 365 fills gap to ERP
Microsoft’s latest accounting product is unique from anything else on the market. Although it’s branded as a type of Enterprise Resource Planning (ERP) product, it’s not quite the same as its predecessors, Dynamics SL, Dynamics GP and Dynamics NAV. Two in One Dynamics 365 is actually two products: Dynamics 365 for Finance and Operations (previously referred to as Dynamics 365 for Financials: Business Edition) and Dynamics 365 Enterprise Edition. Though both editions can be an all-in-one business solution, the Business edition is stronger on the financials/accounting side of a business while the Enterprise edition focuses offers more on the operations/sales side.What Dynamics 365 does for prospects is offer a stepping stone from simple … [Read more...] about Dynamics 365 fills gap to ERP
Configure New Company in Dynamics 365 (Part 2)
Standard Assisted Setup Review — Additional Configurations Yesterday I showed you several standard configurations that are set up automatically when using the standard assisted setup tools to create a New Company in Dynamics 365 for Financials. Today's blog covers even more configurations that are set up automatically. Posting Groups Posting Groups are used by Dynamics 365 for Financials to help determine which G/L Accounts should be used for General Ledger Accounting when various transactions are Posted.As a simple example, consider recording a sale to a Customer. When you record a sale to a Customer, in many cases Dynamics 365 needs to know which G/L Account to use to record a receivable. The system determines this by looking at the … [Read more...] about Configure New Company in Dynamics 365 (Part 2)
Configure New Company in Dynamics 365
Standard Assisted Setup Review of Configurations In my last blog, Assisted Company Setup in Dynamics 365, I reviewed the prompts involved in creating a new Dynamics 365 for Financials Company using the standard assisted setup tools. This blog will outline some of the many configurations that are set up automatically. Chart of Accounts Dynamics 365 for Financials creates a standardized Chart of Accounts when using the standard assisted setups. This can save tons of time in getting Dynamics 365 for Financials up and running. Keep in mind that you can add and remove G/L Accounts as needed. Setup Pages Standard Companies in Dynamics 365 for Financials are created with numerous preconfigured setups. Again, this gets you up and running … [Read more...] about Configure New Company in Dynamics 365
Assisted Company Setup in Dynamics 365
As discussed in my previous blog, when you create a new company and use the assisted company setup tool’s Standard Setup option, you get a lot of preconfigured data. This blog walks through using the assisted setup tools and reviews the configurations that are set up automatically.Keep in mind that Microsoft is updating Dynamics 365 for Financials regularly, so the content of this blog might become dated. I am writing this blog in February 2017 using Dynamics 365 for Financials in North America. Walkthrough:Create a new Dynamics 365 for Financials Company using the Enable Assisted Company Setup option (for instructions see How to Set Up a New Company in Dynamics 365 for Financials). I set up the following Company:Log into the … [Read more...] about Assisted Company Setup in Dynamics 365
