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.

Monday, November 23, 2015

Reason #8 from | THE GLOBAL LIFE SCIENCES RACE IS ON! 14 Critical Hurdles to Clear on the Way to the Finish Line:


Flexible tools within an ERP like Microsoft Dynamics AX enable you to incorporate sub-lot features and achieve enhanced serial control. This allows you to maintain audit trails and ensure that you’re meeting federal contract, FDA and FAA compliance requirements.

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, November 12, 2015

#6 Reason Life Science Companies Need an ERP: Action-Driven Metrics

Reason #6 from | THE GLOBAL LIFE SCIENCES RACE IS ON! 14 Critical Hurdles to Clear on the Way to the Finish Line:


Data reporting enables early recognition of issues, trends, scrap and back orders, and reduces a medical device manufacturer’s (or life science company’s) exposure and potential lost revenue. With ERPs such as Dynamics AX, companies can achieve in-depth reporting and business intelligence, allowing them to drill down into meaningful data, make informed decisions and escalate issues that require action.

This creates an environment of continuous improvement and monitoring, instead of a reactionary environment.

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

Friday, November 6, 2015

Webinar: What You Need to Know Before Starting an ERP Project

ERP Webinar - Armanino and Panorama
Considering a new ERP for 2016? Register for our upcoming webinar What You Need to Know Before Starting an ERP Project.

Avoid common mistakes and start your project off right. Hosted by Eric Kimberling, Managing Partner of Panorama, and Tim Hourigan, ERP Consulting Partner at Armanino, this webinar will highlight takeaways from Panorama's 2015 ERP Report and outline what organizations can do to achieve a best-in-class ERP implementation.
  • Key findings from our annual ERP Report 
  • Results of best-in-class ERP implementations vs. average implementations 
  • Differentiators of best-in-class ERP implementations 
  • Tips to make your ERP implementation more successful 
Register here: What You Need to Know Before Starting an ERP Project

Thursday, November 5, 2015

#5 Reason Life Science Companies Need an ERP: Ease of Traceability

Reason #5 from | THE GLOBAL LIFE SCIENCES RACE IS ON! 14 Critical Hurdles to Clear on the Way to the Finish Line:


Responding quickly to any adverse material issue or processing event is extremely important in the life science industry. Identifying the amount of exposure for a component/batch of product, and tracking where the affected product is in all stages of the product lifecycle, is critical and must be performed efficiently. Doing so greatly reduces the risk of further non-compliant product being produced, shipped and used in the field.  An ERP system provides reporting functionality to summarize anomalies for management review and decision making, thereby reducing the investigation timeframe and allowing for corrective actions to be implemented sooner rather than later.

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, November 3, 2015

UG Summit Encore: Excel Tips and Tricks

Noah Kluge, an expert on Armanino's business intelligence team will be presenting two encore sessions from October's AXUG Summit 2015 in Reno. During the conference, the sessions were standing room only!

Register to attend the first encore webinar presentation, Power Pivots, Power Query and Powerful Excel, Are You Ready? on November 10th to learn how to power pack your Microsoft Excel knowledge for reporting and business intelligence. As one of the top reporting tools used in the business world today, it's essential to keep on top of the great tips and tricks available for making the most of your Excel. Any member of AXUG, GPUG, CRMUG, or NAVUG is welcome to attend. Learn more and register today!

Noah's second encore presentation, Fasten Your Seat Belts and Let's 'Excel' will be on November 24th. This webinar is open to all AXUG, GPUG, CRMUG, and NAVUG members. This session is jam packed with many Excel tips and tricks that will enable you to be a power user of this every day office tool. 

These presentations offer great insights for anyone who was unable to attend UG Summit, but wants to cash in on the great content presented there. Learn more about Microsoft Dynamics AX, GP, or CRM or check out details on business intelligence tools to give your team real-time insights into your business.

Monday, October 26, 2015

Tales from the Trenches: CRM 2015 Update 1 Form Load Issues Solved

The Armanino team uses an AutoNumber solution for many of our Microsoft Dynamics CRM customers, and it has saved many hours of wheel-reinvention. However, we recently encountered a problem in Dynamics CRM 2015 when trying to create a new AutoNumber record for a customer. After clicking the NEW button, we would see the progress loop appear, along with the message “Loading Business Logic," but it never got beyond that point to display the new record form. This phenomenon also occurred when attempting to edit an existing record.

After further investigation, I discovered the issue. CRM 2015 Update 1 (also know as “CRM 2015 Spring”) has a new form rendering engine. Apparently, there is something in the AutoNumber form that is not playing well with the new rendering engine. Ultimately, the solution is to pin down the source of this incompatibility, and rectify it. However, in the interest of expediency there is a quick workaround as well. You may to change the “Use legacy form rendering” setting in System Settings to Yes. We discovered that, when this setting was enabled, the form loaded correctly and we were once again able to add/edit AutoNumber records.

Tuesday, October 20, 2015

Tales from the Trenches: CRM Workflow Fires Twice

The Armanino Microsoft CRM team’s best practices dictate multiple environments for any Microsoft CRM deployment (at a minimum, DEVelopment and PRODuction, but preferably also a third TEST environment). When customizations and CRM configurations pass muster in the DEV environment, they are then copied/moved via [generally Unmanaged] Solutions to the TEST or PROD environment.

Recently, I encountered a strange problem. After making extensive changes to a workflow process already present in DEV and TEST, I put the revised version in an Unmanaged Solution and moved it to TEST for end user review. Shortly thereafter, end users began noticing that the workflow was firing twice.

Tuesday, October 13, 2015

Project Tracking with the General Ledger in Dynamics GP

Most companies have at least some requirement to track project related activity for their organizations, whether it’s a research and development (R&D) project, an internal construction project, or a customer-specific project. Microsoft Dynamics GP has several ways in which projects can be tracked. Perhaps the simplest method in GP is to merely use a specific segment in the chart of accounts to identify project activities.

This is easy to set up in Dynamics GP. Since it is possible to have up to ten segments in your chart of accounts, just assign one of the segments to track project activities.

Tuesday, October 6, 2015

Connect with the Microsoft Dynamics Armanino Team at UG Summit 2015!

Is your team attending UG Summit next week in Reno? UG Summit is a great opportunity to learn, share knowledge, and network with countless people including Microsoft Dynamics team members, fellow Dynamics users, and partners. (Remember to visit the Armanino booth - 743 near the meal hall - to connect with our team in person!)

The Armanino team is excited to be participating in the conference this year in a BIG way! Our team is presenting during nineteen different sessions during the summit including pre-conference training, summit sessions, and partner showcases. We'll be participating in all four areas with presentations during AXUG, GPUG, CRMUG, and even NAVUG. Take a peek at the schedule below to see which sessions work for you!

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.