Armanino Dynamics Blog

Armanino Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

Tuesday, July 28, 2015

ROI of CRM - A Tactical Guide

Armanino recently published, The ROI of CRM: A Tactical Guide to Project Justification and Building Value, which features  insights from a Nucleus Research report on the ROI of companies using a customer relationship management system (CRM) versus those without one. The report noted, for every dollar spent, a CRM pays back $8.71.

The white paper touches on key points for understanding the importance of CRM as a tool as important as your team's enterprise resource planning (ERP) or business intelligence (BI) tools. It covers both direct and indirect returns on investment (ROI) for finance, sales, operations, customer service, and marketing. Additionally, the white paper discusses the potential costs of consolidation and integrating with your existing solutions to maintain a smooth-running operation.

Read the full white paper, The ROI of CRM: A Tactical Guide to Project Justification and Building Value, to learn more about the value of a CRM for your team and gain access to and ROI calculator for a rough estimate of the costs and benefits for your own team.

Learn more about Microsoft Dynamics CRM to see the benefits for your business.

Thursday, July 23, 2015

Azure Machine Learning Webinar for Dynamics UG Members

Armanino's business intelligence and data warehouse expert, Noah Kluge, is presenting an AXUG webinar on Friday, July 24 around a newly released feature of Microsoft's Azure.

Members of all Microsoft Dynamics User Groups are welcome to attend the webinar to learn about Machine Learning in Azure. This new feature is a cloud-based solution to deliver predictive analytics. The presentation will cover what is Azure Machine Learning and what applications to consider for your organization.

Register today to hold your spot!

About Noah
Noah is a Senior Manager with Armanino's business intelligence practice. During his career, he has been responsible for the design, build, and implementation of various business intelligence projects. Noah has extensive experience with the PrecisionPoint data warehouse and a great understanding of the importance of integration among systems.

Wednesday, July 22, 2015

Understanding Fiscal Year Close Options in Dynamics AX

Savvy Dynamics AX users may have noticed the fiscal / financial year closing options in Microsoft Dynamics AX R3 CU8 have a different look than from previous versions. Check out this quick reference guide for what the fields mean and how to configure them.

General Ledger Parameters

  1. Delete close-of-year transaction during transfer: This one is fairly self-explanatory - it's used to delete the close-of-year transaction during transfer.
  2. Create Closing transactions during transfer: If checked, this creates a closing transaction of all accounts during transfer.
  3. Set Fiscal Year status to close: If checked, this sets the fiscal year to close after running the fiscal close process (not recommended).
  4. Fiscal Calendar: This shows the company's Fiscal Calendar.

Wednesday, July 15, 2015

Customer Service is Essential for Brand Choice and Loyalty

It's no surprise that customer service is important to consumers. The recently released 2015 US State of Multichannel Customer Service Report found that 98% of US consumers listed customer service as an important factor in choosing and staying loyal to a brand.

The level, speed, and convenience of customer service as well as options for service were essential.

  • 92% expect companies to offer self-service customer support or portals online
  • 61% feel more favorably about a company if their online self-service is mobile-friendly
  • Over half expect a response to inquiries within 24 hours
This annual report published by Microsoft Dynamics CRM and Parature covers customer service preferences, top customer frustrations, growing expectations, and more. Learn more about Microsoft Dynamics CRM to keep up with customer demands by keeping your organization on track.

Download the full 2015 US State of Multichannel Customer Service Report to see more on this year's findings.

Wednesday, July 1, 2015

Configuring Bank Transaction Types in Dynamics AX

Configuration and setup of bank transaction types in Dynamics AX 2013 R3 can be very helpful and useful in bank reconciliation. This is especially helpful when the origination of transactions appearing on the bank statement cannot be traced back to the ERP system or when the system’s setup requires a manual general ledger adjustment at the time of reconciliation for the charges that appear on the statement.

Different charges appearing on the bank statement that are either aggregated or do not appear at all in the accounting system (AX) can be configured as “bank transaction types.” Natural accounts can be created in the chart of accounts to be associated with these transactions/charges. Thereafter, you can create the Ledger adjustment or distribution (for an aggregated charges) to different natural accounts right from the Bank Reconciliation form itself, instead of manually going to general ledger and making the record of adjustments.

Below I have demonstrated the configuration of bank transaction types which is a very useful and potent tool in the business scenarios and procedure described above.

Thursday, June 25, 2015

Payables Transaction Approval Workflow in Dynamics GP

Dynamics GP 2015 R2 includes two new features that will allow you to expedite and better control your payables invoice processing.
  1. Payables Transaction Approval workflow object 
  2. Document attachment for email approvals
Using the workflow mechanism in Dynamics GP 2015 R2, you can customize a workflow process to meet your specific control needs. You can create multiple approval levels with groups or individuals, and you can create workflow logic based on several different fields in the transaction and your local system.

It’s also possible to allow for approvers to approve transactions within an email message generated from the workflow. The email message can include line level detail and attachments specific to the transaction being reviewed.

The transactions can be approved or rejected and relevant comments can be tracked along the approval process.

Thursday, June 18, 2015

Nutraceutical Companies Urged to Focus on Quality Assurance

Recent negative press and threats of legal action have sparked questions about the safety and integrity of nutraceuticals. In early 2015, the New York attorney general's office subpeonaed four major retailers of herbal supplements for evidence proving their product claims. They had tested store-brand herbal supplements sold at GNC, Walgreens, Walmart, and Target and discovered most of the products did not contain the ingredients listed on the label. Some even contained ingredients not listed on the label at all.

While there were concerns about the political motivations behind the testing, which industry trade groups have countered was flawed, the recent publicity has focused a spotlight on the need for clear quality assurance issues for nutraceutical companies. One retailer, GNC, has taken steps to ensure the quality of its products, including reaching an agreement with the attorney general's office to expand its testing and supply chain traceability processes.

The activity in NY didn't stop at the state's borders. Fourteen additional states have now requested increased FDA oversight as well as the consideration for more stringent industry-wide requirements. It is essential for nutraceutical companies to ensure higher level quality controls.

While the rules are vague - and unfortunately, open to interpretation - nutraceutical companies can stay ahead of the regulatory requirements and potential changes with well-documented systems and accurate data. Organizations can utilize their ERP system to help set up preventive systems and maintain adequate internal controls to enable adaptability for any future changes.

Read the full articles on quality assurance regulations for nutraceutical companies, As Industry Considers New Controls, Nutraceutical Makers Must Focus on QA and discover additional educational articles and white papers for life sciences industries.

Tuesday, June 16, 2015

#2 Reason Life Science Companies Need an ERP: Supplier Quality

Reason #2 from | THE GLOBAL LIFE SCIENCES RACE IS ON! 14 Critical Hurdles to Clear on the Way to the Finish Line:


Tracking the quality of supplier goods is important for any industry – but it’s absolutely critical for life science companies.

Suppliers who can’t meet delivery dates or who provide poor or inconsistent components can drive up costs by impacting your production and put you at risk for product recalls. Worse still is the potential impact on recipients, who could face serious complications or even death.

Having an ERP system that can provide management with “supplier scorecards” gives your team the insight to make better decisions.

Read the entire list at: THE GLOBAL LIFE SCIENCES RACE IS ON! 14 Critical Hurdles to Clear on the Way to the Finish Line.

Thursday, June 11, 2015

Dynamics GP - Coupa Integration: Spend Management Meets ERP

During this year's Coupa Inspire '15, our team was excited to unveil our latest integration pack: the Microsoft Dynamics GP - Coupa integration. The best-in-class spend management solution is now fully integrated with the robust ERP system.

Every business utilizes technology to stay ahead of the competition, but technology can often become a burden when there are too many disparate systems in place. Integrations like this one allow companies to mesh systems together in order to maintain one source of the truth without manually rekeying data and worrying about human error and data inaccuracy. 

The Dynamics GP - Coupa integration syncs two powerful finance tools to aid companies in achieving a seamless "procure to pay" process. It includes migration from GP to Coupa of general ledger (GL) accounts, vendors, users, items, tax schedules, and payments from a single or multiple instances of GP. Additionally, it migrates purchase orders, non-purchase order invoices, receipts, and invoices from Coupa back to GP. Finally, the integration enables a user to pull budget information from GP into Coupa and show the percentage of budget remaining throughout the fiscal year for purchases.

Tuesday, June 9, 2015

#1 Reason Life Science Companies Need an ERP: CAPA & NCR


Reason #1 from THE GLOBAL LIFE SCIENCES RACE IS ON! 14 Critical Hurdles to Clear on the Way to the Finish Line:


The purpose of the corrective and preventive action subsystem is to collect information, analyze information, identify and investigate product and quality problems, and take appropriate and effective corrective and/or preventive action to prevent their recurrence.” - FDA

Inadequate corrective and preventive action (CAPA) procedures have accounted for 40%-45% of FDA citations and observations in recent years. In addition to handling failure, companies need to ensure they are learning from these missteps and improving processes – becoming proactive rather than reactive.

Like two peas in a pod, nonconformance reporting (NCR) goes hand in hand with CAPA and is often a precursor to CAPA investigations. It’s essential that life science companies have a system and processes in place to adequately document all failure points via a nonconformance report.

Read the entire list at: THE GLOBAL LIFE SCIENCES RACE IS ON! 14 Critical Hurdles to Clear on the Way to the Finish Line