Excitement, expectation, motivation and passion are all feelings associated with kicking off a new ERP implementation project. It is also understandable why these feelings often dissipate when the subject of ‘data’ comes up. However, a failure to prioritise, understand or even acknowledge data could create serious issues later down the line and, in the most …
Yearly archives: 2024
Understanding Pre-Sales in the Context of ERP
ERP systems have revolutionised the way businesses operate, offering integrated management of core business processes like finance, supply chain management and HR. However, before implementation gets underway, there’s a critical phase known as pre-sales. Let’s delve into what pre-sales means! What is Pre-Sales? Pre-sales is a set of activities that precede the “sale”, i.e. the …
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Capturing purchase invoices with OCR
In the world of finance, efficiency and accuracy are paramount. One area where these qualities are particularly important is in the management and processing of invoices. This is where the Invoice Capture solution in D365 comes in. How does it work? Invoice Capture is a feature in D365 F&O that automatically creates supplier invoices from digital invoice …
Is a new implementation/ upgrade the answer?
Not all ERP and finance systems are created equal and over time may become outdated or misaligned with the changing needs of the business. In this case, an upgrade or replacement may be considered necessary to keep up with the market demands, leverage new opportunities and achieve the businesses growth strategy. The initial appeal to …
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Navigating the D365 F&O interface (Part 1)
We were excited to announce the blog on LinkedIn this past Friday. One commenter lightly jibed that boats might be easier to navigate than F&O, so I thought we should bring forward the subject of some navigation tips! (There’s a reasonable chance that even experienced users might learn something here – look for bold sections.) …
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