You may be considering an upgrade from Dynamics AX 2012 or 2013 to Dynamics 365 Business Central or another Dynamics product because of end-of-life support. There’s a lot of complexity involved in moving forward from AX 2012. It’s why many organizations turn to partners like Internet eBusiness Solutions (IES) to assist with the different phases involved.

With so many variables in everything from the database to the backing code, it helps to have the eye of an experienced professional evaluating the potential issues that might arise during your upgrade to Dynamics 365 Business Central.

When disaster strikes, the last thing you want is for your company to lose all the information stored in your Dynamics 365 instance. You need a disaster and backup recovery plan to ensure you retain your data and get your business back up and running quickly. Investing in a robust Dynamics 365 Backup and Disaster Recovery plan protects data and keeps you from losing valuable business information. Let’s look at how you can implement a cloud disaster recovery plan for Microsoft Dynamics 365.

A successful Dynamics 365 setup depends on putting a lot of time and effort into the implementation. You want to make sure you adopt features most useful to business users. That means doing a complete business analysis of what’s available from Microsoft Dynamics 365 and how you can design it to fit your company’s needs. That’s why we’ve come up with this list of Dynamics 365 implementation best practices to go over as you think through how you can best leverage the platform throughout your organization.

There’s no shortage of available options in the market when it comes to business software. It can be hard to decide between different software platforms. While Dynamics 365 is a top choice for many companies, it comes down to your organization’s needs and how well the solution fits your business culture.

Dynamics 365 remains popular as an enterprise resource planning (ERP) and customer relationship management (CRM) platform. One primary reason for that is the ability of organizations to customize the solution to fit their business environment. The way one company uses its CRM may be completely different from another, even if they work in the same industry. Business users in various roles interact with the system differently. Below are some tips on customizing Microsoft Dynamics 365 to suit your organization.

Tracking down record changes in a complicated CRM can be a complex process. You’ve got to keep up with various business roles, workflow updates, and scripts that affect field values. Microsoft Dynamics GP audit trails make it easier for users to track what’s happening within CRMs and other Dynamics modules. Audit trails make it easier to manage issues that affect customers and clients. There is also a Dynamics 365 audit log export feature, helpful for organizations wanting a deeper look into potential issues within their CRM.

Small and medium-sized companies are always looking for ways to access the latest technology to help them stay competitive against larger market rivals. QuickBooks and Dynamics 365 are two popular tools used for financial management and reporting. A Dynamics 365 integration with QuickBooks lets you access the strengths of both solutions within a single platform.

With supply chain constraints affecting everyone, it’s more important than ever for organizations to have a reliable ERP to maintain stability. Dynamics 365 Supply Chain Management helps companies stay abreast in a competitive marketplace where things can change instantly. You can figure out ways to lower costs and increase profitability while gaining a 360-degree view of your operations. In addition to traditional supply chain processes, you can use Dynamics 365 Supply Chain Management for sourcing and procurement functions.

The biggest question most companies have when they start considering investing in Dynamics 365 is which version works best for them. Microsoft offers Professional and Enterprise licensing options for the platform. How do you know whether you need Dynamics 365 Enterprise vs. Professional? Let’s look at the capabilities of each to help you with your decision.

Organizations currently running instances of Dynamics AX may be contemplating shifting to Dynamics 365. Changing your enterprise resource planning (ER) solution is a major business decision, so you want to ensure you understand the pros and cons of Dynamics 365 Finance and Operations vs. AX. Let’s look at what each platform offers and what your company can gain by moving to a cloud-based ERP Dynamics 365 Finance.