CRM

reseach-affliates---crm-for-financial-services-case-study

Why Did a Financial Services Firm Replace Salesforce.com with Microsoft Dynamics CRM? Here are 7 Good Reasons

Research Affiliates partners with the world’s leading financial institutions—which offer ETFs, mutual funds, and separately mingled and comingled accounts—to deliver solutions in indexing and asset allocation strategies. This dynamic organization is a global leader because of its innovative approach and strong foundation built on research. Download a Copy of the Research Affiliates Success Story. In [Read More...]


Microsoft CRM Financial Services White Paper

5 Ways Financial Services Firms Use CRM to Compete & Deliver Amazing Customer Experiences

The 2008 economic crisis hit the financial services industry hard, effecting significant change in many areas.  In addition to dealing with its ripple effect, investment management firms must now contend with whole new set of challenges: Increasing regulatory compliance The struggle for sustainable growth Social and mobile technologies A new generation of customer with much greater [Read More...]


Power BI Designer – Who is it for?

Microsoft has released a new addition to the Power BI family: Power BI Designer. The product looks great. It blends the functionality of the Power BI family (Power Query, Power Pivot, Power View and Power Map) into one package allowing you to use multiple data sources, model the data, and then create reports through a [Read More...]


power-bi

The Power BI Q&A Tool

This post was written by Saahil Melwani, an Associate Consultant at Green Beacon Solutions. If you have any questions or comments please feel free to email smelwani@greenbeacon.com.  Power BI has many features that will be a value to a business when looking at reporting, visualizing and analyzing their data. The value added is clear from [Read More...]


power

Power Query for Excel: Load Settings Minimize Wasted Memory

This post was written by Camille Jetzer, a Senior Consultant for Green Beacon Solutions. If you have any questions or comments, feel free to email cjetzer@greenbeacon.com. Here at Green Beacon Solutions, we are excited about helping our customers leverage Power BI. We’ve found that there are some tricks of the trade in the real-world use [Read More...]


unity

Microsoft Unified Service Desk (USD) Configuration 101: Usage and Entities

This post was written by Aaron Hirshfield. Aaron is currently a Senior Consultant for Green Beacon Solutions specializing in the design, customization, and deployment of Microsoft Dynamics CRM. For more posts by Aaron, check out his blog. With a new year right around the corner, I figured I could talk about one of the fairly [Read More...]


tracker

Microsoft Dynamics Marketing 2015: Webinar Tracking

This tip was written by Joe Basile. Joe is a Manager at Green Beacon Solutions. This post was written as part of a Dynamics Marketing Fall Release tip series. Please view part 1. Another new feature Microsoft added to the 2015 Fall Release of Dynamics Marketing is the ability to schedule and track Webinars. With the [Read More...]


split

Microsoft Dynamics Marketing 2015: Split Testing Now Available

This tip was written by Joe Basile. Joe is a Manager at Green Beacon Solutions. This week Microsoft released the Microsoft Dynamics Marketing 2015 –Fall Release. In this release, Microsoft packed in a serious amount of additional features that will enhance your marketing efforts and performance. Over the next few weeks we will go through [Read More...]


delete

Bulk Delete From Multiple Entities With One Button

This blog was written by Aaron Hirshfield, a Senior Consultant for Green Beacon Solutions. For more blogs by Aaron, go to his page. Over the years I’ve had the need to delete all records from multiple entities, including when testing out data migrations or working with the new Unified Service Desktop. You can use advanced [Read More...]


Microsoft-Dynamics-CRM-2015-300x243

MS Dynamics CRM 2015: Understanding Calculated and Rollup Fields

This post was written by Luke Magnus, a Senior Manager for Green Beacon Solutions.  Overview The upcoming release of Microsoft Dynamics CRM 2015 contains two new features to be discussed here: Calculated and Rollup attributes. At a very high level, Microsoft has designed ways for customers and designers to configure entity attributes that perform data [Read More...]


tickets

Sports CRM: Increase Sales With Customer Purchase Analytics

This post was written by Curran Raclin, a senior consultant for Green Beacon currently working in the Sports CRM practice.  An initial goal of most organizations, including Major League Baseball (MLB), is to create intelligent campaigns to increase sales among existing and potential customer bases. The simple approach to this utilizes aggregate purchasing data based [Read More...]


youk

Sports CRM: Build Critical Customer Relationships with Service Activity Plans

This post was written by Curran Raclin, a senior consultant for Green Beacon currently working in the Sports CRM practice.  Today’s blog topic revolves around Service Activity Plans, which allow Major League Baseball (MLB) teams to build proactive plans for critical customer relationships. Defining the goal, as with all previous blog topics we’ve discussed, is [Read More...]


baseball

Sports CRM: Higher Renewal Rates with Proactive Renewal Forecasting

This post was written by Curran Raclin, a senior consultant for Green Beacon currently working in the Sports CRM practice.  In the world of Major League Baseball (MLB), it is possible to increase sales and service results if you correctly utilize data with a Customer Relationship Management (Sports CRM) system and focus on Season Plan Renewals. [Read More...]


Smart-Sports

Sports CRM: Utilize External Data Effectively to Achieve Your Goals

This post was written by Curran Raclin, a senior consultant for Green Beacon currently working in the Sports CRM practice.  Not so long ago, there were only a few sources of data that sports teams had to worry about, and it mostly centered around extracts from the ticketing system. These extracts included Major League Baseball [Read More...]


MS Dynamics CRM 2013: Generating SSRS Report as PDF Using Plugin

About the Author: Sudhakar Deenadayalan is a Senior Consultant for Green Beacon Solutions. One of our customers wanted a command bar button on the Order form that would automatically create an email activity and attach a PDF invoice to it, in order to be able to just review the email content and click ‘send.’ There [Read More...]


abstract

Trigger Plugin from Ribbon Button Using Custom Actions in Dynamics CRM 2013

About the Author: Ahmad Pirani is a Consultant with Green Beacon Solutions. For more posts by Ahmad, please check out his blog.  The plugin framework is an extremely powerful feature of CRM where we, as system customizers, can make the CRM do whatever we want.  Before Dynamics CRM 2013 came out, we were using out [Read More...]


2013

Microsoft CRM 2013: Putting Icons in Sub-grids

About the Author: Jason DiMarzio is a Senior Consultant with Green Beacon Solutions. We recently had a requirement at a client to put icons on sub-grids in Microsoft CRM 2013.  I was able to accomplish this (in an obviously unsupported fashion) by using a few jQuery events. First, I needed to figure out how the [Read More...]


plug in

Invoke External Web Service from MS CRM 2011 Plugin

About the Author: Sudhakar Deenadayalan is a Senior Consultant for Green Beacon Solutions.  This is part 2 of a 2-part blog series. To read part 1, please click here.  This article can help you understand the logic to invoke an External Web Service from Microsoft Dynamics CRM 2011 Plugin. Please refer to Part 1 of this [Read More...]


2011crm

MS CRM 2011: Create Entity Record from Ribbon

About the Author: Sudhakar Deenadayalan is a Senior Consultant for Green Beacon Solutions.  This is part 1 of a 2-part blog series. To read part 2, please click here.  Recently, I found myself working on a requirement to pass search inputs to an external web service and set the response values to CRM fields. I wasn’t [Read More...]


2011

CRM 2011: Dialogs Without a Record + Some Win32API

About the Author: Aaron Hirshfield is a Senior Consultant for Green Beacon Solutions, LLC. For more blog posts by Aaron, please visit his page.  If you ever have the need/desire to have a dialog run within CRM 2011 without having to be under the context of a record, you can do so by creating a button, putting it in a ribbon [Read More...]


dontpanic

CRM 2011: Setting Privacy/Don’t Send to Microsoft

About the Author: Aaron is a Senior Consultant for Green Beacon Solutions, LLC. For more blog posts by Aaron, please visit his page.  When deploying a new CRM 2011 implementation, most of the time clients want the default error reporting turned off. The error message that’s displayed to the user is generic and not helpful, and usually the error has [Read More...]


java

Debugging CRM 2011: Debugging JavaScript Files Loaded Asynchronously

About the Author: Aaron Hirshfield is a Senior Consultant for Green Beacon Solutions, LLC. For more blog posts by Aaron, please visit his page.  I still use Internet Explorer 8 at times to mimic client environments, and wanted to share my experience with debugging JavaScript files loaded asynchronously. I ran into this issue the other day where I needed to debug [Read More...]


javascript_2

Clone/Copy Existing Record Using JavaScript

Recently I needed to create a clone functionality using JavaScript for CRM 2013. I wanted to make it so that by clicking a ribbon button on an existing CRM record, a new “create form” would open up that fills in all the values from the previous record. There are couple of useful blogs out there [Read More...]


do good

Can Dynamics CRM and AX Help You Change the World?

A lot of brands pride themselves on donating a portion or all of their profits to charitable ventures. A few such brands I’d like to highlight include: – Peet’s Coffee and Tea: This company has a Holiday Donations program that encourages employees and customers to support nonprofits in local communities. According to the Peet’s website, [Read More...]


fenway

2003 to 2014: Sports CRM Even More of a Necessity Today

I stumbled across an article entitled “CRM Scores With Sports Fans” from the August 2003 issue of CRM magazine and thought it’d be interesting to contrast the post’s content with more recent times. The article states that if you attended a sporting event “recently” (assuming recently is anytime during the year 2003), you paid “$7 [Read More...]


CRM 2011 Pages Without the Ribbon

If you have the need to create a CRM 2011 page and you don’t want users to have the ribbon visible, you can use the following URL as a template to get to whatever record you need: http://<servername>/HAC/userdefined/edit.aspx?_CreateFromId=%7b<GUID of a record you’re coming from, if applicable>%7d&_CreateFromType=<form type (Ex: 1,2,3)>&etc=<entity type code>&id=%7b<GUID of your record>%7d&pagemode=iframe# Replace [Read More...]


CRM 2011: Debugging Server Side Code (Plugins)

Creating and debugging plug-ins can be one of the more annoying tasks in CRM 2011, and from my experience actually deters people from creating plug-ins where appropriate and people end up making oData calls in JavaScript on Forms instead. So I figured I’d do a quick write-up on debugging plug-ins. If you’re working on premise [Read More...]


CRM 2011 ‘Defaulting’ to Classic Forms: UR12+

If you’re looking to use the Classic forms in CRM instead of the new Polaris Flow UI forms, all you need to do is add a JavaScript Web Resource to the Form. As the new forms don’t support JavaScript (in CRM 2011, anyway), once a JavaScript file is added the form will always revert back [Read More...]


Microsoft, Cambridge

Microsoft Dynamics CRM 2013 Global Premiere: Premium Solution in “Era of the Customer”

Are we currently living in the “era of the customer?” Microsoft Business Solutions Executive Vice President Kirill Tatarinov certainly thinks so, and in stride with a trend that stems from increased empowerment of the consumer, he states that Microsoft designed Microsoft Dynamics CRM 2013 and its other systems “to deliver agile, integrated business solutions that [Read More...]


7 Tips for Improving Marketing Effectiveness

Last month we discussed the “Top 5 Strategies for Improving Sales Perfomance.” Today we’re going to look at the other side of the coin: improving marketing effectiveness. The halfway point of the calendar year is a good time to review your current marketing strategies, activities and results, and tune your approach for the second half of [Read More...]


Technical Post: Exposing Microsoft Dynamics CRM 2011 OptionSetValues via REST

One of the most productive tools Microsoft Dynamics CRM 2011 incorporates for developers is the implementation of Odata (REST). For some time, the preference of REST over SOAP as a method for consuming web services has been growing with developers focused on efficiency. The reasons for this preference range broadly from the general advantages of [Read More...]


The Top Five Strategies for Improving Sales Performance

Last October, we discussed the idea of “Selling CRM to Sales.” In this post, we highlight how to improve overall sales performance using CRM. Is your Sales team performing at top capacity? According to a recent sales performance optimization study from CSO Insights, over 50% of companies need to increase the effectiveness of their sales [Read More...]


Automated Testing for Microsoft Dynamics CRM 2011: Part I – Plug-in Profiler

Unit testing for Microsoft Dynamics CRM plug-ins has been an active topic for a while, but most of the approaches have a significant barrier to entry for those who are not already experienced with NUnit/Rhino/Moq/Fakes/Moles/etc – the primary issues (in my opinion) being: 1. How to generate plugin ‘context’ files for each test case, and how [Read More...]


Designing a Versatile CRM Solution for Financial Service Firms

The benefits of CRM software for financial service firms extend beyond sales and marketing support. These powerful solutions also help you manage your enterprise more effectively, offering flexible and versatile functionality which helps streamline business practices in addition to managing client and customer relationships. However, in order to maximize this versatility, CRM solutions for financial [Read More...]


Proving the Business Value of Mobile CRM

Is Mobile CRM just a convenience or does it impact your business’ bottom line? Eighty nine percent of executives surveyed say that mobile devices will be most important for their company’s success within the next three years. But those are just numbers, what about real organizations like yours? What specific scenarios show the value of implementing Mobile CRM?  [Read More...]


Solving the 5 Riddles of Cloud Computing

The hype around cloud computing can set almost anyone’s head spinning.  Last March we discussed the “Benefits of Cloud Computing“. Before jumping into the whirlwind – whether you’re a public or private sector organization, or a for-profit business or non-profit entity – your organization needs to research various cloud solutions, where they can provide the most [Read More...]


Harnessing the Power of Social Media to Keep Your Customers Happy

During the past 10 years, social media has evolved from multiple “person to person” meeting sites to a viable business channel for organizations of all types and sizes. Whether you operate a B2C or a B2B organization, social media is not only a powerful marketing tool, but it is equally critical for delivering effective customer service [Read More...]


Selling CRM to Sales

Like the customers they sell to, Salespeople want to know “WIIFM” – What’s In It For Me? Unless your team sees their customer relationship management (CRM) system as an asset – one that boosts productivity and helps them produce results – they’re not likely to use it. Here are 7 ways to turn your CRM [Read More...]


CRM and the “Ceremony of the Keys”

Microsoft’s, Jeff Simmon, compares a 700 year old British changing of the guard ceremony to a Customer Relationship Management (CRM) implementation. To learn more about the relationship between this longstanding British tradition and successfully deploying a CRM solution, read “CRM and the Ceremony of the Keys“ in the Dynamics Cafe blog! And if you’re interested in [Read More...]


The Four Posts of a CRM Competency Center

Great post on yesterday’s “Dynamics Cafe” re: defining a “CRM Competency Center” to ensure the success of a CRM initiative. The article notes that a “competency center” isn’t a book or product, but rather a framework made up of best practices and lessons learned from CRM (Customer Relationship Management) customers and the CRM community at large. [Read More...]


Don’t Get Caught in the Middle of BYOD!

In most organizations, Sales wants to use their own device to manage their business, but as an IT professional you have concerns about issues such as security. Quick and easy read from IDG that summarizes many basics of creating an effective “Bring Your Own Device” (BYOD) strategy – IT Managers Face Security, Management Challenges with [Read More...]


Benefits of CRM Dashboards for True Business Intelligence

Customer Relationship Management (CRM) dashboards communicate data in a highly visual format quickly and effectively. Using graphs, charts and lists to frame important information and concepts illustrates critical information in an easy-to-consumer format. But accessing the data in real-time influences your ability to tell an accurate and impactful story. If you don’t think that you’re [Read More...]


Fenway Park Celebrates Centennial with Network “Facelift”

Great read in NetworkWorld about how Green Beacon Solutions SportsCRM client, The Boston Red Sox, celebrated their centennial by upgrading the park with a network infrastructure “facelift”. According to the article, “At 100 Years Old, Fenway Park Brims with New Technology“, by integrating Comcast Metro Ethernet fiber connection in Fenway Park, they have a “guaranteed [Read More...]


Using PowerShell to Address an “Invalid Trace Directory” Error in Microsoft Dynamics CRM 2011

At one of our clients, we kept seeing a pesky error in Microsoft Dynamics CRM 2011’s Event Log that the Trace Directory was not defined: Invalid Trace Directory. Additional Info:[ Unable to Write file , Trace directory not defined (Reporting Process:File Name is Null. LocalTraceSettings: {Filename:  ,FileCountSuffix:1 ,TraceFileSize:10485760 ,TraceDirectory: ,TracingCallStack:Yes ,IsTracingOff:No ,LoadState:LoadSuccessfulUnreported ,RefreshTraceInt:-1 ,SiteWideRefreshTraceInt:-1 ,RegistryRefreshTraceInt:6} [Read More...]


Technical Post: Implementing Robust Microsoft Dynamics CRM 2011 Auto-Numbering Using Transactions

The primary failing of every auto-numbering solution for Microsoft Dynamics CRM that I have come across is the ability to ‘guarantee’ a unique number under heavy load across multiple servers, particularly in a Microsoft Dynamics CRM Online environment. Depending on the solution you look at, you will find various attempts to solve this problem, but [Read More...]


Technical Post – FetchAll() for Microsoft Dynamics CRM 2011 – Handling Large FetchXML Resultsets

When I originally started working in Microsoft Dynamics CRM 2011, I was convinced that I would be able to avoid FetchXML forever, in favor of all the new shiny LINQ / REST capabilities. Well, it turns out I was wrong, and we are still finding places for FetchXML, which means I eventually ran into an [Read More...]


Technical Post – “Fiddler”

“Fiddler” was shown to me a few months ago, and it’s helped me out numerous times. Since it’s not widely promoted via blogs, knowledgebases, or on several technical distribution lists that I subscribe to, I thought it would be worthwhile to post something so readers can learn more about it and how helpful it is. [Read More...]


Microsoft Worldwide Partner Conference Keynote – Dynamics AX 2012 & CRM 2011

At Microsoft’s Worldwide Partner Conference 2011 (WPC) this week in Los Angeles, Kiril Tatarinov, President Microsoft Business Solutions, delivered a strong keynote where he discussed both the upcoming Q4 2011 update for Microsoft Dynamics CRM Online, and Microsoft Dynamics AX 2012. The CRM Online update will enable Microsoft partners to offer enterprise customers Dynamics CRM Online with Office 365 and will [Read More...]


Technical Post – Embedding Custom Reports in Microsoft Dynamics CRM 2011 Forms

In Microsoft Dynamics™ CRM v4.0 (and previous versions), reports were typically integrated into the CRM Entity forms with iframes and scripting. With the advent of “Web Resources” in Microsoft Dynamics CRM 2011, we can now abstract this process by creating a ‘report viewer’ control as a Web Resource and configure the report ID on the [Read More...]


Improving Enterprise Collaboration with Social Networking Solutions for Microsoft Dynamics CRM 2011

Introduction: In this post, I will discuss how Microsoft Dynamics™ CRM 2011 customers can benefit from extended social networking concepts to improve enterprise collaboration with two relatively new solutions: Vibe from Sonoma Partners and Pulse from Neudesic.  The goal of enterprise collaboration is to enable users to share customer insights more effectively while facilitating cross-departmental [Read More...]


Misys and Microsoft Collaborate in the Cloud

Misys, a leading multinational company providing software solutions and services to the financial services sector, announces its partnership with Microsoft. Their mutual objective is to collaborate to deliver cloud-based offerings designed specifically for banks and banking firms. Most banks say they’re really interested in cloud computing, but so far it’s been used primarily for non-core [Read More...]


To the Cloud or Not to the Cloud?

According to an August 2010 article in “Bank Systems & Technology“, some bank applications belong in the cloud, while others should stay far away. Something to consider when evaluating a CRM software solution….Green Beacon Solutions can work with you to assess your needs based on your business process, and recommend not only the environment but [Read More...]


Top 10 Strategic Technologies for Banks in 2011

A must-read for bank technologists: The Gartner Group identified the top technologies for the banking industry at the 2010 Symposium/IT Expo in Orlando…. Social media and mobile were probably the hottest topics of discussion at Bank Systems & Technology’s recent Executive Summit, which took place earlier this month. The senior-level IT and business unit bankers [Read More...]


Q&A: Bruce Temkin on Customer Retention

Interesting quick read from “Bank Systems & Technology” re: improving customer retention in the financial services sector… Amid the economic turmoil, many people simply want a stable financial services relationship. Creating a strong customer experience can be a powerful competitive advantage in optimizing this valuable relationship, suggests Bruce Temkin, customer experience transformist, and managing partner [Read More...]


More Posts from this Category

ERP

ax 2009

Microsoft Dynamics AX 2009: Security Maintenance Tips

This post was written by Saahil Melwani. Saahil is an Associate Consultant at Green Beacon Solutions.  Having recently implemented new Security Roles for a client on Microsoft Dynamics AX 2009, I felt that AX users and administrators who maintain security may want to learn more about the structure of Security in AX 2009 as well [Read More...]


sale

Satisfying the Omni-Channel Consumer with Retail-Specific ERP

In the fast-paced worlds of retail, retail suppliers, fashion, distribution and the overall supply chain, there has been a lot of talk of the “omni-channel consumer” and “omni-channel management.” But what exactly does “omni-channel” mean? First off, you may be an “omni-channel consumer” and just not know it. Do you actively redeem deals via a retailer’s mobile [Read More...]


round up

ERP/CRM Blog Round Up: The Future of ERP Software Solutions

Green Beacon Solutions will periodically be creating “Blog Round Ups” comprised of posts we feel accurately depict and describe the state of both the customer relationship management (CRM) and enterprise resource planning (ERP) industries.  Top Ten Predictions for the ERP Software Solutions Industry in 2014 As 2013 comes to a close, it’s evident that the [Read More...]


shopping cart

Official Launch of RSS: Revolutionizing Supply Chain Management

Thanks for visiting the Beacon Connect blog. Please take a moment to take our brief survey for a chance to win a Surface 2. Drawing will take place 12/18/13.  GBS Officially Launches Retail Supplier Solutions: Revolutionizing Supply Chain Management Green Beacon has been migrating from its technology provider roots and is utilizing industry expertise and recognized [Read More...]


caveman

You Know Your ERP System is Outdated WHEN……

Executive decision-making was discussed recently in a Forbes article.  According to the article, the keys to making sound, strategic leadership decisions include: * Situation analysis * Conducting a cost/benefit analysis * Assessing whether it is the “right” thing to do to achieve your objectives * Making the decision This decision-making criteria can also be used when evaluating [Read More...]


ERP: It’s Not Just for Grownups Anymore

Smaller businesses rely heavily on spreadsheets and emails to manage many of their business tasks.  If your list of products or services is relatively small, it is not too difficult to manage your current business using just basic office tools. But many small businesses, like yours, can begin to encounter growing pains.  These are great problems to have [Read More...]


The Advantages of Using Inventory Management Software in Distribution

Last November we suggested “Strategies for Improving Inventory Management in Distribution/Wholesaling“, and this past March we identified the “5 Steps for Improving Demand Planning and Forecasting.” This post will discuss why it’s necessary, and how to achieve this using inventory management software. Distribution companies understand how inventory software simplifies the process of managing and tracking stock [Read More...]


Creating CPFR and VMI Plans: Structure is the Basis of Bottom-Up Forecasting and Top-Down Planning

Creating Collaborative, Planning, Forecasting, and Replenishment® (CPFR) and Vendor Managed Inventory (VMI) Plans: Structure is the Basis of Bottom-Up Forecasting and Top-Down Planning Hierarchical structure provides the means for effective Planograms, Assortments, CPFR, VMI forecasting and more recently, making use of Big Data. Traditionally, forecasting and inventory planning is performed at the Customer and Item [Read More...]


Solving the 5 Riddles of Cloud Computing

The hype around cloud computing can set almost anyone’s head spinning.  Last March we discussed the “Benefits of Cloud Computing“. Before jumping into the whirlwind – whether you’re a public or private sector organization, or a for-profit business or non-profit entity – your organization needs to research various cloud solutions, where they can provide the most [Read More...]


Top 6 ERP Predictions for 2013

Enterprise Resource Planning (ERP) software solutions have had their fair share of innovation over the years.  Although the year has already begun, we do see that more changes are coming in 2013.  However, many businesses still struggle with calculating the return on investment (ROI) for their ERP solutions and are wary about changes in technology that could make [Read More...]


The Road to Collaborative, Planning, Forecasting, and Replenishments® (CPFR): Representing Item Numbers in ERP

There are three stages and linked instances of an item in CPFR: 1. Design Item 2. Planning Item 3. Range Item 1. Design Item: This item stage is used to harness data during the creative design process. It contains market classifications and attributes that can be compared against trends and external data to guide design decisions. [Read More...]


Technology Value Matrix for 2H 2012

According to Boston-based Nucleus Research, most enterprise resource planning (ERP) solutions in use today were designed dozens of years ago. While many have been improved or redesigned to take advantage of the latest programming technologies, the solution’s logic hasn’t quite kept up with the changes in the ERP market. One of the major changes for ERP is that manufacturing [Read More...]


Enhancing Supply Chain Integration

Supply Chain Challenges Are you challenged with: * Reduced supply chain visibility? * Late or inaccurate product replenishments? * Runaway merchandising, inventory, logistics, and transportation expenditures? Improving Supply Chain Collaboration If you answered “yes” to any of these questions, perhaps your organization is challenged by a lack of collaboration throughout the supply chain. Developing and [Read More...]


Making the Most of Disruptive Technologies

The August 22nd online article in Computerworld, “Investing for Transformation in 2013“, asserts that by overhauling your critical business processes you can increase the value of your disruptive technologies (i.e. cloud, mobility, and social networks.). Citing a May 2012 Harvard Business Review article, “Managing Your Innovation Portfolio” which asserts that a company’s typical investment allocation breaks down [Read More...]


Considering Social Media in the Supply Chain

Much has been written about the ways to improve supply chain visibility. Interest has been raised lately about how to leverage the benefits of social media within the supply chain. Although social media technologies and capabilities are still evolving, as the recent article in “Supply & Demand Chain Executive” notes, “Companies that are part of [Read More...]


Don’t Get Caught in the Middle of BYOD!

In most organizations, Sales wants to use their own device to manage their business, but as an IT professional you have concerns about issues such as security. Quick and easy read from IDG that summarizes many basics of creating an effective “Bring Your Own Device” (BYOD) strategy – IT Managers Face Security, Management Challenges with [Read More...]


Getting a Handle on “Big Data” in the Supply Chain

To meet ever-changing market demands, improve efficiencies and profit margins, and drive sustainable competitive advantages require high-performing and responsive supply chains. True supply chain business leaders focus on making operations more responsive to customers, optimizing core processes, applying technologies to automate processes, reducing cycle time/complexity, and integrating functional business processes into the supply chain. If their [Read More...]


Improving Logistics Performance Metrics Through Inventory Accuracy

According to Becky Partida in the May 7 Industry Week article entitled “Inventory Accuracy Improves Performance on Logistics Metrics“, the key to inventory accuracy is creating visibility throughout the supply chain. She begins by explaining that “Inventory accuracy is the variance between perpetual inventory and physical inventory. It is an important part of supply chain [Read More...]


When is the Right Time to Replace Your ERP Solution?

 A recent blog post from the Dynamics Cafe observes that many organizations replace their Enterprise Resource Planning (ERP) solution every seven to ten years. Although we noted in a September 2011 post, “Think Ahead When Considering an ERP Solution“, it’s equally important to look back when considering a new solution. Consider how your business has changed [Read More...]


Improving Supply Chain Visibility

According to a recent article by the editors of Supply Chain Digest, it’s critical for your company to develop a holistic, strategic plan in order to improve supply chain visibility. In the article, “Recommendations for Supply Chain Visibility Success“, the authors provide insightful recommendations for developing an actionable plan vs. taking a piecemeal approach.


Managing vs. Controlling Inventory

According to the April 16th post in DC Velocity by Art van Bodegraven and Kenneth B. Ackerman, differentiating between inventory management and inventory control is frequently argued, but is inconsequential. Rather than focusing on “where supply chain management can contribute to financial performance, (with the emphasis placed) on reducing inventories and their attendant investments (to beef) up corporate return on [Read More...]


Making the Most of Security Model Changes in Microsoft Dynamics AX 2012

Informative post in MSDynammicsWorld.com re: the security model for the ERP solution has been totally revamped with the release of Microsoft Dynamics AX 2012. That means instead of module-based security, Dynamics AX 2012 has moved to the role-based security model and provides numerous standard security roles and duties out of the box, making it easier [Read More...]


Technical Post – Microsoft Dynamics AX Consolidations: Multi Company, Multi-Currency Transaction and Eliminations

If you are a multi-company organization where the companies operate in different currencies, you probably have intercompany transactions in multiple currencies.  If so, you know eliminating the intercompany accounts after consolidating all companies into a single currency can be challenging. Microsoft Dynamics AX does have a way to use the automatic elimination proposal even though [Read More...]


Technical Post – Cleaning up Transactions Orphaned by Changing a Standard Cost Item’s Dimension Group

I recently discovered an answer to a problem that I have run into multiple times, cleaning up inventory transactions with “bad” inventory dimensions.  Microsoft Dynamics AX 2009 dimension groups allow users to set the inventory dimensions for an item.  It is also supposed to stop users from changing the dimension group for an item if [Read More...]


Microsoft Worldwide Partner Conference Keynote – Dynamics AX 2012 & CRM 2011

At Microsoft’s Worldwide Partner Conference 2011 (WPC) this week in Los Angeles, Kiril Tatarinov, President Microsoft Business Solutions, delivered a strong keynote where he discussed both the upcoming Q4 2011 update for Microsoft Dynamics CRM Online, and Microsoft Dynamics AX 2012. The CRM Online update will enable Microsoft partners to offer enterprise customers Dynamics CRM Online with Office 365 and will [Read More...]


Technical Post – Creating “Lite” Form Versions for Remote Clients

I was recently working with a client to determine a good way to speed up form load times for Dynamics AX 2009 clients that connected over a VPN.  The client had a custom form that had a fair amount of display methods on it.  While looking at our options to speed up the initial load, [Read More...]


Technical Post – Microsoft SQL Server Trace Flag 4136

Trace flag 4136 was implemented earlier this year via a Cumulative Update to various SQL server versions. Please see the table at the end of the article for information on which update applies to your version of SQL. The purpose of this trace flag is to allow end users to affect the way SQL optimizes [Read More...]


Technical Post – Linking RMA/Return Orders to the Original Sales Order

I have been confused for a while now as to why there isn’t a link between an RMA/return order and the original sales order for which the RMA/return order was created in Microsoft Dynamics™ AX.  I have asked others and also researched this on the internet to no avail.  While running through a functional spec [Read More...]


Technical Post – Microsoft Dynamics AX 2009 – Enterprise Portal and….the iPhone?

I recently had the opportunity to spend some time building reference environments with the following components: * Microsoft Dynamics AX 2009 SP1 * Windows 2008 R2 * SQL 2008 R2 * SharePoint 2010 (foundation in this case) * Enterprise Portal After all the fun and games (read: KB’s/rollups/etc.) required to get all these items to play nicely [Read More...]


Vendor Managed Inventory (VMI): Three Steps to Making It Work

The goal of Vendor Managed Inventory (VMI) is to provide a mutually beneficial relationship where both sides will be able to more smoothly and accurately control the availability and flow of goods. In VMI a manufacturer or distributor assumes the role of inventory planning for the customer. Extensive information sharing is required so that the manufacturer/distributor [Read More...]


Making Consignment and Vendor Managed Inventory (VMI) Work for You

Although it’s a few years old, still a worthwhile read…. As manager of a manufacturing or distribution operation, you’ve just been notified by two of your largest customers that they want to purchase goods on consignment. A third very large customer wants to emulate Wal-Mart and begin a Vendor-Managed Inventory (VMI) program – with you [Read More...]


Vendor Managed Inventory (VMI)

Vendor Managed Inventory for Retail

Take control of multiple channels by synchronizing the real-time movement of people, products, and information throughout the distribution and retail supply chain. As channels develop and become increasingly complex, distributors are faced with greater competition and higher expectations from manufacturers and customers. Seize the competitive advantage: * Empower your distribution operations with speed, efficiency, and comprehensive [Read More...]


More Posts from this Category