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.

Wednesday, September 30, 2015

Turbo Charge Your Sales Team — New Sales & Marketing Dashboard

What's the first Business Intelligence dashboard most clients request? Sales lead to opportunity
pipeline reporting always tops the list. The Armanino team of experts has taken years of experience building these dashboards and distilled them into a rapidly deployed, easy-to-use application for your sales and executive management teams.

Analyze your sales and marketing data from every angle and uncover new ways to optimize sales performance with better analytics on sales and quota performance. By utilizing our suite of dashboard and analytic applications to help manage your sales pipeline and sales team performance, your team will:

  • Gain greater visibility into your pipeline progression and sales effectiveness than standard CRM systems can provide. 
  • Spend more time on strategic leadership and invest your sales and marketing funds on proven, successful campaigns. 
Join Armanino business intelligence experts John Horner and Geoffrey Wayong as they demonstrate the software dashboards that illustrate the value of your efforts by putting key campaign, lead, pipeline and sales forecast data at your fingertips. Learn how to analyze sales and marketing program effectiveness with sales pipeline dashboards, and compare common sales and marketing key performance indicators to your company's metrics.

Register today for this upcoming webinar on Wednesday, October 7th at 10am (Pacific). Discover more about how business intelligence can help your team become more efficient and strategic.

Wednesday, September 16, 2015

NAVCO Uses FieldOne and Dynamics CRM to Boost Customer Service

NAVCO, a business security systems provider and Armanino client, utilizes FieldOne Sky and Microsoft Dynamics CRM to meet service level agreements and deliver outstanding customer services. NAVCO focuses on keeping their customers' assets and people protected. FieldOne and Dynamics CRM make sure their systems stay running smoothly so they can continue serving their customers.

Discover their experience in this video from FieldOne about how the team saw improved visibility into their data and real-time capabilities with the implementation of their CRM and FieldOne solutions.

Learn more about partnering with the Armanino team on your Microsoft Dynamics CRM, ERP, or FieldOne projects.

Thursday, September 3, 2015

#4 Reason Life Science Companies Need an ERP: Sterilization Attribute Management

Reason #4 from | THE GLOBAL LIFE SCIENCES RACE IS ON! 14 Critical Hurdles to Clear on the Way to the Finish Line:


While not all medical devices undergo sterilization, being able to track sterilization information for items/batches that do is critical. This can be easily achieved using the functions within ERP, in this case Dynamics AX using “attributes” (Sterilization). This enables companies to track all attributes of a given product lifecycle to be viewed in one batch record.

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

Tuesday, August 25, 2015

Safe Pay in Microsoft Dynamics GP

Safe Pay in Microsoft Dynamics GP is functionality that creates a file in conjunction with the Payables Management payment processing function that you can send to your bank to take advantage of the positive pay service that many banks offer. The positive pay service compares all checks being presented for payment from your account, to the Safe Pay file you send your bank. If there is not a match the check does not get paid.

This adds another level of security over your payment processing function to reduce the chance of fraudulent checks being paid from your accounts.

The setup is fairly easy to do. You can utilize the Safe Pay Configurator screen to format the Dynamics GP output information to your bank’s required file format. The Safe Pay screens are located in the Financial > Routines area.

Wednesday, August 19, 2015

Armanino Listed as 2015 Killer VAR by Accounting Today

Earlier this month, Accounting Today released their list of the 2015 Killer VARs, businesses that are embracing the allure of the Cloud in today’s market. This article announces that the firms on the Killer VARs list are “forging a true advisory partnership with their clients” to preserve their position ahead of competitors.

Armanino, with a versatile range of solutions for start-ups to larger corporations alike, was thrilled to be included on the 2015 Killer VARs list. “It’s not just about cloud software products but the cloud mission all companies are on. We understand from a business level what is driving transformational change. We’re helping companies rethink their whole IT strategy and providing the business case to them,” Tom Mescall, Armanino partner-in-charge commented.

Transition to the Cloud is a considerable component affecting both VARs and their clients. The article brings attention to the fact that “these trends are no longer plans but client-mandated directives…” Armanino persists as a trendsetter in the Cloud solutions market by providing clients with solutions specific to their needs that enable them to reach their own strategic goals.

Check out the the entire article on Accounting Today’s 2015 Killer VARs. Discover more regarding Armanino’s Cloud solutions practices and approach to being trusted strategic advisors.  

Thursday, August 13, 2015

Tales from the Trenches: Advanced Find with Multiple Conditions for Child Records in Dynamics CRM

The next installment of Tales from the Trenches for Microsoft Dynamics CRM covers Advanced Find with multiple conditions for child records.

Have you ever needed to search on Entity line items with multiple conditions for the child record? Although it is not obvious, you can set up your Advanced Find query to search downward to the child entity, then back up to the parent entity so you can identify your specific conditions.

For example, let’s look at the native Opportunity Products. In the below example, we would like to find all Opportunities that have both the CRM Online Enterprise and CRM Online: Professional products. If we were to simply add both products to the first criteria, Advanced Find would only search where either (but not necessarily both) of the products are associated. However, by filtering our query to identify the first search criteria, we can then circle back to identify the second criteria.

Thursday, August 6, 2015

#3 Reason Life Science Companies Need an ERP: Complaint Handling

Reason #3 from | THE GLOBAL LIFE SCIENCES RACE IS ON! 14 Critical Hurdles to Clear on the Way to the Finish Line:


Tracking of field data (product performance/complaints) is essential to understanding what your customer is experiencing. Additionally, you need to have the capability to monitor “new device post-market surveillance” to understand how a new device/product is performing early in the lifecycle.

Ensuring your ERP is set up to collect this data not only furthers your compliance objectives, it also puts you one step ahead of the competition when it comes to gaining insight into your customers’ needs.

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, July 30, 2015

EVOLUTION Conference Early Bird Deadline TOMORROW!

Armanino has revamped the Dynamics User Days and Technology Forums of our past into the robust EVOLUTION conference. This year's conference is dedicated to showcasing superior professional development alongside technology tips, tricks, and updates.

Early bird discount pricing ends this week on July 31st!

Educational tracks include Financial Planning & Analysis (FP&A), Enterprise Resource Planning (ERP), IPO Readiness, Cloud & Data Security, Technology Toolkit, and a Solution Showcase. Sessions will span high level views on the Realities of Migrating from On-Premise to the Cloud, insights into SEC Filing Hot Buttons & Gotchas: Tax, Audit, & Stock Options, and best practices in Rolling Forecasts - Evolve Beyond Annual Budgets.

Rand Morimoto, former White House cybersecurity advisor and best-selling author, will present the keynote address discussing cybersecurity insights for businesses. Other featured speakers include Peter Bardwick, CFO of Nitro, Thomas Peff, Finance Director for Adaptive Insights, and numerous industry panelists.

Additionally, Armanino has partnered with Saint Mary's College of California School of Economics and Business Administration to deliver business certifications for the ERP, IPO Readiness, and FP&A tracks. California CE credits will be available for those attending the conference as well.

Learn more and register today to secure your spot at the EVOLUTION conference- early bird pricing ends this week on July 31st!

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.