D365 F&O – Let’s make it personal!

The adoption of a modern day tier 1 ERP system such as Dynamics 365 F&O has numerous advantages when it comes to the streamlining and standardisation of the technology stack. However, when users move from many single purpose systems to one which can manage the entire end to end business operations, it can be overwhelming. …

What to consider when planning a new ERP implementation

So you’ve decided to implement a new ERP/Finance solution. Although it is highly likely that you will require the engagement of an expert implementation partner to support you on your transformation journey, there are many key planning and mobilisation considerations to finalise before the project should start. Establishing a strong project team Often one of …

Filtering in D365 F&O

When considering the capabilities that D365 F&O has to offer, it can be overwhelming. However, with most users likely interacting only with specific feature and process areas with the application stack, how can you enable users to quickly and easily access the information they need during their BAU activities. Step into the spotlight; Filtering and …

One Version Service Update Changes

These days, subscription and licence fees are just a fact of life that we have all come to accept. However, when it comes to D365 F&O licence fees, you are not just, for example, paying to be able to watch the final of “Strictly Come Dancing” without the risk of a hefty fine through your …

Financial Consolidation in D365 Finance

Financial consolidation is a feature you would come to expect as standard within Tier 1 ERP offerings and in that regard D365 F&O does not disappoint. However, for many in the industry, Financial Consolidation is one of those areas that you come to know because you’ve had to rather than because it was at the …

Embracing the “Adopt not Adapt” approach in ERP implementation

In the world of ERP, there’s a term and strategy that’s gaining traction: the so-called “adopt not adapt” approach. It encourages businesses to use best practice software solutions as they are, rather than customising them to fit their internal processes. What is the “Adopt Not Adapt” Approach? “Adopt not adapt” is mainly associated with cloud-first …

On your marks, get set, Data!

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 …

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 …

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 …