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Type	Title	Date
White Paper White Paper	Dynamics 365 Spring '18 Release Notes We’re thrilled to announce Microsoft's Spring ’18 release, which delivers significant investments designed to help you transform your business.View White Paper	4-19-2018
Blog Blog	IMMEDIATE ACTION: Microsoft to Retire ACS (Access Control Services) for 2012 Customers – Whitelist Deadline May 1, 2018 This is time sensitive announcement for Microsoft Dynamics AX and CRM users. Microsoft is retiring Access Control Services used in AX 2012 to configure the Azure Service bus, AD Federation Services and enable Workflow approval by email feature. Read Article	4-18-2018
Blog Blog	Break Fix, Support, Managed Services -- It's All Customer Care: Q&A with Arbela's Jumi Rho Sometimes it’s break fix, sometimes it’s part of an SLA (service-level agreement), and sometimes it’s a report or new enhancement. At Arbela, it’s always customer care. This week I talk to Jumi Rho, the highly effective Arbela Customer Care Manager who has a pulse on customer care in a way few do.Read Article	4-17-2018
Webinar Webinar	What is Business Intelligence And How To Avoid Failure Hear a no-nonsense explanation of what Business Intelligence (BI) is, and what it is NOT. Hear real-life examples and clear up the confusion about how BI would improve your business. We’ll also look at Arbela’s methods for matching our skills to your company to avoid the dreaded ‘BI failure’.Watch Now	4-10-2018
White Paper White Paper	How to Create Field Security Profiles in Dynamics 365 Download this step-by-step walkthrough with screenshots on how to create field security profiles in Microsoft Dynamics 365.View White Paper	4-03-2018
White Paper White Paper	Why Customer Engagement Is Important to Your Organization Digital transformation can help you reconsider customer engagement, build product and services fans and keep customers engaged throughout the entirety of the lifecycle. This e-book provides insight into where your organization is on the customer maturity model.View White Paper	3-28-2018
Blog Blog	Passionate Cloud Speaker: Q&A with Arbela’s Digital Transformation Evangelist, Tim Harris This week I’d like to spotlight Tim Harris, VP of Strategy here at Arbela Technologies. Myself as someone who’s been through timeshare on mainframes, the bold new world of client-server and now the digital transformation in the cloud, Of all the people I’ve met, no one can deliver the digital transformation message better than Tim Harris in a way that empowers change. Read Article	3-26-2018
Blog Blog	Give a Raise to the Next Person Who Asks, “When Are We Going to Upgrade?” At least once a day someone in your organization asks, “When are we going to upgrade AX2012 R3 to D365 for Finance and Operations?” and you give the stock answer, “When it’s budgeted by the board – we just went live with AX2012 R3 last year.” Then you add the email to your Outlook file labeled “Upgrade Committee” which also reminds you to check your on-premise licensing dates and ask IT about any upcoming fixes. Read Article	3-21-2018
Webinar Webinar	Differences Between AX & Dynamics 365 for Finance & Operations Learn more about the latest release of Dynamics 365 for Finance and Operations, and the deep investments that Microsoft has made. Gain an understanding of the new capabilities in Dynamics 365 and areas where capabilities in Dynamics AX 2012 have been further enhanced.Watch Now	3-13-2018
Blog Blog	How To Use "NOT IN" Filter in Dynamics 365 for Customer Engagement V9 Business users often have a need to filter records that do not have data in a related entity. If you were using SQL to create these queries, you will have to use the “NOT IN” filter condition in the SQL statement. Prior to v9, this feature was not available out of the box in Advanced Find and was one of the most requested features for Dynamics CRM. Read Article	3-13-2018
Blog Blog	Fueling Customer Engagement Through Digital Transformation Every successful business has at least one thing in common: customer engagement — regardless of being in a B2B or B2C market. Companies that have built trusting relationships with their consumer base have all invested extensive time and resources into understanding the ins and outs of how their customers digest information.Read Article	3-07-2018
Blog Blog	What Is The Dynamics 365 App For Outlook? The CRM App for Outlook is a lightweight app that does not require workstation installation but has rather been designed to accomplish specific actions such as tracking and converting emails and reviewing details on contacts and leads from directly within the email.Read Article	3-05-2018
White Paper White Paper	7 Reasons for Upgrading CRM & ERP to Cloud from On-Premise This e-book explores the top reasons you should consider upgrading from on-premise CRM & ERP to the cloud, how Arbela can help, and how this will benefit both your company and your clients.View White Paper	2-26-2018
Blog Blog	Transport Layer Security (TLS) 1.2 Connectivity Requirements for Dynamics 365 (Online), V9 Starting with Dynamics 365 (online) version 9.0, Microsoft will begin requiring connections to customer engagement applications to utilize TLS 1.2 (or better) security. Any connections to Dynamics 365 (online), version 9.x will fail if they do not use TLS 1.2 security protocol. Read Article	2-26-2018
Blog Blog	Here's How & Why You Should Upgrade your CRM to the Cloud Read more to learn about how and why you should upgrade your CRM to the Cloud.Read Article	2-19-2018
Blog Blog	Dynamics 365 — 7 Reasons to Upgrade your Dynamics AX to the Cloud Still need some more reason for an ERP upgrade to the cloud from on-premises?Read Article	2-14-2018
Blog Blog	Changes Coming to Dynamics 365 Customer Engagement (CRM V9) Learn the latest CRM V9.0 Updates and What Will Be Deprecated.Read Article	2-13-2018
Press Release Press Release	Arbela Technologies Welcomes Vice President of Operations and Innovation Arbela Technologies Corporation (Arbela), a Microsoft Dynamics 365 ERP, CRM, Business Intelligence/Analytics and related Microsoft Cloud Solutions Partner, is very pleased to announce that supply chain, ERP, CRM, and change management veteran, Mark Hermans, joins as Arbela’s Vice President of Operations and Innovation. Mark’s responsibilities will encompass leading and empowering change by guiding ongoing focus on client delivery and key initiatives throughout the organization.Read Press Release	2-06-2018
Press Release Press Release	Arbela Technologies Announces First-Ever Roadshow Focused on Digital Transformation Arbela Technologies Corp., a Microsoft Dynamics 365 ERP, CRM, Field Service, Business Intelligence/Analytics and Microsoft Cloud Solution Partner, has announced the launch of The Digital Transformation Tour, a series of free 1-day roadshows through 6 cities that will showcase how technology in the cloud is spearheading the digital transformation movement across the globe. Read Press Release	1-31-2018
Blog Blog	How to Change Your Dynamics 365 Trial to a Previous Version Any time you create a new trial of Dynamics 365, your instance will default to the latest available version. However, there are times in which a previous version is necessary for testing purposes, as said previous version is likely what current clients are using. Read Article	1-31-2018
Webinar Webinar	Managing Security in Dynamics 365 for Finance & Operations Participants will learn how to use the Data Management, Security Configuration, Diagnostics and Task Recorder capabilities to implement a security model. Additionally, participants will learn about best practices, change management approaches, Segregation of Duties, and common pitfalls associated with implementing security.Watch Now	1-30-2018
Blog Blog	Arbela Proud to Announce First Ever Digital Transformation Roadshow We're proud to announce that we have teamed up with Microsoft to host our first-ever Digital Transformation Roadshow! This roadshow is free, and a great opportunity to learn Microsoft's plans, discuss current trends and latest technologies.Read Article	1-23-2018
White Paper White Paper	Gartner Report - GDPR Clarity - 19 Frequently Asked Questions Answered In this Gartner report, you’ll get answers to the most commonly raised questions around the GDPR to help your team translate requirements and prioritize risk mitigation actions. View White Paper	1-23-2018
White Paper White Paper	Accelerate Your Digital Transformation: The Enterprise Guide to Hybrid Cloud This e-book provides an in-depth look at what enterprise-level IT decision makers need to know about Microsoft’s consistent hybrid cloud, and why a hybrid cloud model can be critical for your digital transformation. Key statements at the beginning of each chapter summarize the takeaways.View White Paper	1-16-2018
Blog Blog	What Is Marketing Automation & Why Should You Care? Marketing automation is the “beast” that automates your marketing activities and gives you insight from all your marketing platforms in one place. What does that mean? For example, you know those emails a company sends once you have made a purchase on their site? Or when you get an email from an organization after you’ve been snooping on their website the past couple of days? Ladies and Gentlemen, that’s part of what marketing automation is. Read Article	1-15-2018
Blog Blog	Data-Driven Decision Making: How To Take Advantage For Business Success How data-driven organizations are now moving to the front of the pack in their respective industries. Let's look at a few examples of how companies are transforming with data-driven decision making.Read Article	1-02-2018
Blog Blog	Essential Navigation Guide for Dynamics 365 Sales (CRM) The black band at the top of the screen is called the Navigation Bar and controls the entire navigation of Dynamics 365. Also, this provides a visual crumb trail for where the user is at in the application. Read Article	12-11-2017
Webinar Webinar	How to Have a Successful Deployment or Fix an Unsuccessful One If you are planning to deploy a new Dynamics system, expanding into new modules/apps, or are recovering from a poorly adopted implementation, then we can show you the key to a successful deployment - understanding the fundamentals of organizational change management from the corner office to the line employee. Without proper adoption, the business goals of the project might never be achieved.Watch Now	12-07-2017
Blog Blog	New Multi-Select Option Set in Dynamics CRM (D365 for Customer Engagement) Version 9 The multi-select option set in CRM version 9 is easy to implement and brings functionality to the table that has existed in Salesforce.com for years. In a nutshell, the new field is configured the same way as previous Option Sets and can be configured as global or local. The Data Type just needs to be set to MultiSelect Option Set.Read Article	12-04-2017
White Paper White Paper	Advanced Analytics with Power BI Advanced analytic capabilities of Power BI, including predictive analytics, data visualizations, R integration, and data analysis expressions.View White Paper	11-29-2017
White Paper White Paper	2017 State of Global Customer Service Report The Microsoft 2017 State of Global Customer Service survey polled 5,000 people from Brazil, Germany, Japan, the United Kingdom and the United States. We continue to find commonalities along with distinct differences between locals. And though people in all age groups are embracing new digital trends, millennials especially are shaping the way brands need to think about the future of customer service engagement.View White Paper	11-29-2017
White Paper White Paper	The Savvy HR Leader's Guide to Digital Recruiting To attract and retain top talent in an increasingly competitive landscape, it’s time to reimagine the entire talent journey, from hire to retire. That means using powerful data and smarter digital tools to create an engaging, efficient program for every stage of the process, from attracting and interviewing top candidates to onboarding and retaining new hires.View White Paper	11-29-2017
White Paper White Paper	Digital Transformation in Sales: Evolving the Art of Customer Engagement For sales organizations, customer engagement is about more than touchpoints—it’s about everything that happens in between personal and digital encounters. Customer engagement requires an organization-wide commitment to creating meaningful connections, building relationships, and nurturing those relationships to establish trust and keep your brand top-of-mind.View White Paper	11-29-2017
Blog Blog	How To Use Universal Resource Scheduling to Schedule Anything Universal Resource Scheduling feature in Dynamics 365 can be used to enable scheduling for any entity including custom entities. In this article, I will walk you through one of the many potential use cases to illustrate how you can take advantage of this feature.Read Article	11-28-2017
Blog Blog	How to Structure Customer Assets in Microsoft Dynamics 365 for Field Service Customer asset functionality lets you maintain a list of serviceable items related to a service location. Learn how to structure customer assets in Dynamics 365 for Field Service.Read Article	11-20-2017
White Paper White Paper	Microsoft Dynamics 365 for Sales Named a Leader in The Forrester Wave for SFA Read Forrester's 35-criteria evaluation of sales force automation (SFA) providers. The report shows how each provider measures up and helps application development and delivery (AD&D) professionals make the right choice.View White Paper	11-16-2017
Webinar Webinar	How to Adopt an Agile Business Intelligence Strategy Learn how the James M. Pleasant Co. is gaining value across their organization using an agile BI strategy that started with sales, to truly enable digital transformation with BI leading the way. Watch Now	11-16-2017
Webinar Webinar	Now That Microsoft Has Bought LinkedIn, What Are They Going To Do with It? A 30-minute overview of Microsoft’s current and future plans to integrate LinkedIn into CRM, Outlook, and Excel.Watch Now	11-14-2017
Video Video	Now That Microsoft Has Bought LinkedIn, What Are They Going To Do with It? A 30-minute overview of Microsoft’s current and future plans to integrate LinkedIn into CRM, Outlook, and Excel.Watch Now	11-14-2017
Blog Blog	Get Intelligent Faster - Build Customer and Account Data Quickly Wouldn’t it be great if a sales rep could get information instantly about an account without having to search for information online by just entering the name of a company? Read Article	11-13-2017
Webinar Webinar	What You Need to Know About Security in Dynamics 365 for Finance and Operations This webinar will review what is new with security in Dynamics 365 for Finance & Operations, including the setup and upgrade process of security roles from previous versions of AX. We will also go over how to make changes to security, architecture, reporting and auditing concerns, as well as potential license reduction when transitioning to Dynamics 365 for Finance & Operations.Watch Now	11-02-2017
Video Video	Role Based Workspaces using Dynamics 365 for Operations: Product Manager Watch this video for tips on Role Based Workspaces Using Dynamics 365 for Operations: Product ManagerWatch Now	11-01-2017
Video Video	Role Based Workspaces Using Dynamics 365 for Operations: Production Manager Watch this video for tips on Role Based Workspaces Using Dynamics 365 for Operations: Production ManagerWatch Now	11-01-2017
Video Video	Role Based Workspaces for Dynamics 365 for Operations: Customer Service Watch this video for tips on Role Based Workspaces Using Dynamics 365 for Operations: Customer ServiceWatch Now	11-01-2017
Video Video	Role Based Workspaces Using Dynamics 365 for Operations: Master Planner Watch this video for tips on Role Based Workspaces Using Dynamics 365 for Operations: Master PlannerWatch Now	11-01-2017
Blog Blog	How Big Data is Driving Business Transformation Cloud computing and big data are no longer just buzz words, they are driving business and digital transformation. By bringing together business applications and familiar productivity tools, the cloud can now offer the insights you need to better understand your customers and drive your success. Read Article	10-31-2017
White Paper White Paper	Empower Your Team With Microsoft Relationship Sales With the Microsoft Relationship sales solution, you can scale the power of one-on-one relationship selling by unifying the sales experience. And you can help empower your sellers with savvy insights that engage and delight customers. View White Paper	10-19-2017
Blog Blog	How to Adapt and Embrace Digital Transformation How to make digital transformation as painless as possible for your organization.Read Article	10-03-2017
Press Release Press Release	Arbela Technologies Corp. Announces Gold Sponsorship of the 2017 Dynamic Communities User Group Summit in Nashville Arbela Technologies Corp., a Microsoft Dynamics 365 ERP, CRM, Field Service, Business Intelligence/Analytics and related Microsoft Cloud Solutions Partner, is pleased to announce its gold-level sponsorship of the D365, AX, CRM, and Power BI User Group Summits in Nashville. D365UG/AXUG/CRMUG/PUG takes place from October 10th-13th. Arbela will be exhibiting at booth #717.Read Press Release	10-02-2017
White Paper White Paper	How to Take Advantage of the New Global Invoice Journal in Microsoft Dynamics 365 for Finance and Operations In Microsoft Dynamics 365 for Finance and Operations, Accounts Payable Accountants, you can now post an invoice journal from one single location to other legal entities. The new D365 features improves control and visibility.View White Paper	9-27-2017
Blog Blog	Microsoft Ignite / Envision 2017 - Day 1 Summary Microsoft Inspire Day 1 contained a lot of great information. This quick summary highlights all of the important points you need to know.Read Article	9-26-2017
Blog Blog	Arbela OnDeck \| Dynamics 365 for Customer Engagement - Explained To best understand the offerings of the Arbela Dynamics 365 for Customer Engagement practice, Richard Wu sits down for a Q&A with Sarah Morgan.Read Article	9-25-2017
Video Video	Dynamics 365 for Sales: Native Dashboards and Capabilities Watch this video for tips on how to view different types of dashboards in Dynamics 365 for Sales.Watch Now	9-19-2017
Video Video	Dynamics 365 for Sales: CRM Global Search Watch this video for tips on how to use enhanced search in Dynamics 365 for Sales.Watch Now	9-19-2017
Video Video	Dynamics 365 for Sales: Quick Creating Items Watch this video for tips on how to quick create items in Dynamics 365 for Sales.Watch Now	9-19-2017
Video Video	Dynamics 365 for Sales: Recently Viewed Searches and Favorites Watch this video for tips on how to quickly search for records in Dynamics 365 for Sales.Watch Now	9-19-2017
Blog Blog	How To Schedule in Dynamics 365 for Field Service How Microsoft Dynamics 365 for Field Service can optimize your service schedule with efficient routing, resource skill matching, and reduced travel time. Read Article	9-15-2017
Blog Blog	4 Keys to a Strong and Effective Audit Committee When it comes to company SOX or audit committees, or audit committees, as they are referred to in the SEC and Sarbanes–Oxley Act literature, a great concept can expand into a sprawling mess and an expensive corporate burden. Here are four keys to building a strong and effective audit committee.Read Article	9-05-2017
Blog Blog	Infographic - Determine the Right Big Data Azure Resource Use the following infographic to determine the right Azure Resource to use for your Big Data Needs.Read Article	8-28-2017
Blog Blog	2017 Mid-Year Sales Tax Changes: Are You Prepared? July was a big month for sales tax across the U.S. As most states began their fiscal new year, new laws went into effect. Even the sales tax gurus can’t remember of all of the new rules in every state, so why should you?Read Article	8-23-2017
Product Information Product Information	Product Sheet: Arbela Data Insights (ADI) Complete, pre-configured business intelligence (BI) system that uses the Microsoft Power BI platform and includes an integrated data warehouse. It includes all of the key features, KPI’s, and metrics necessary for BI reporting, analysis, and monitoring of real-time operational information from Dynamics 365, AX 2012, and other data sources. Offering hundreds of pre-configured reports, ADI modules are available for sales, procurement, purchasing, finance, inventory, manufacturing, and projects. View Product Information	8-23-2017
Product Information Product Information	FAQ: Audit & Security Manager for Dynamics AX 2009 View Product Information	8-23-2017
Product Information Product Information	Product Sheet: Arbela Audit & Security Manager (ASM) Your all-in-one security and audit solution for Dynamics AX. ASM simplifies security management and audit preparation by offering a list of capabilities, reducing the time spent on these activities by more than halfView Product Information	8-23-2017
Blog Blog	The 5 Stages of the Dynamics AX Security Maturity Model Consider this model to give you an idea of where your ERP system may be in terms of maturity. All of these steps play a crucial role in a security maturity model. Follow these five best practices and get familiar with how to use application security so you can quickly rise to pro level.Read Article	8-14-2017
White Paper White Paper	The Next-Generation Aerospace Manufacturer: How to Transform into a Digital Business As digitalization takes over the world, manufacturers everywhere need to adapt, developing new capabilities that can drive competitiveness and growth. But what does this really involve and how do they succeed? In this paper, we discuss the opportunities for the aerospace industry to grow, adapt and evolve to address the changing needs of its customers and capture new business potential, and how Microsoft can help accelerate its digital transformation.View White Paper	8-13-2017
White Paper White Paper	The Next-Generation Industrial Manufacturer: How to Transform into a Digital Business In today’s digital world, technological advancements combined with external market forces—increasing influence of emerging economies, globally dispersed workers, increasingly complex manufacturing, a growing skills gap, regulatory compliance requirements and more—have catapulted industrial manufacturing into a new era, where the path to profitability is shifting.View White Paper	8-13-2017
White Paper White Paper	The Next-Generation High-Tech Manufacturer: How to Transform into a Digital Business For the first time in decades, technology has outpaced the evolution of business processes. Increasing volumes of data, advancements in data analytics and intelligence, and the ubiquity of cloud computing have shifted both what customers expect as the result of being armed with information in a way not previously possible, as well as what companies can deliver to meet those expectations and reinvent the value they offer.View White Paper	8-13-2017
Blog Blog	7 Game-Changing Technology Trends for Businesses Today’s business landscape is a far cry from what it was only a decade ago. With the rise of mobile devices and cloud-based tools and applications, the way we interact with customers and manage operations has changed dramatically. New trends can greatly impact the success of your business. Are you prepared to respond to these trends and turn them into a competitive advantage? Read Article	8-02-2017
White Paper White Paper	Zero to Beautiful: Choosing Charts for Data Visualization You have data to explore and know some best practices for sharing insights. But before you can create visualizations, it’s time to decide how to display your data. Here are some tips for choosing your charts.View White Paper	8-02-2017
Webinar Webinar	What's New and Upcoming for Dynamics 365 Customer Engagement The Spring '17 release of Dynamics 365 for Customer Engagement has some exciting announcements including LinkedIn integration, Relationship Insights, Action Cards and Relevance Searching. This webinar will introduce some of these new features and give you a preview of what’s to come. Watch Now	8-02-2017
Blog Blog	How to Prepare for Your Next ERP Audit Most CFOs trust their system administrators to manage user roles and security in a way that protects the company against Segregation of Duties (SOD) issues. These precautions ensure auditors won’t find users who have misunderstood role assignments or have even manipulated roles to set up fake vendors. Read Article	7-19-2017
Webinar Webinar	Lifecycle of a Product in a Distribution Environment using Advanced Warehouse Management (Using D365): Series 1– InBound Process Dynamics AX 2012 and Dynamics 365 for Operations have tremendously improved their functionalities and capabilities in the Warehousing and Transportation management areas. In the first series, we will cover warehouse management concepts and setups as related to an Inbound process.Watch Now	7-12-2017
Press Release Press Release	Press Release - Arbela Technologies Welcomes Vice President of Sales Accelerating Its Growth and Expansion Plans Arbela Technologies Corporation (Arbela), a Microsoft Dynamics 365 ERP, CRM, Business Intelligence/Analytics and related Microsoft Cloud Solutions Partner, is very pleased to announce that Microsoft Dynamics veteran, Jon Petrucelli, joins as Arbela’s Vice President of Sales and Client Success. Read Press Release	7-11-2017
Blog Blog	6 Struggles with ERP Security: What to Be Aware Of Often when it comes to security, most people think of some hackers penetrating the firewall stealing corporate secrets and financial data. Sure, this is what is on the news all the time, and it’s a huge problem every company faces today. However, it doesn’t just end there.Read Article	7-07-2017
Blog Blog	What You Need to Know: Cloud vs. Hybrid vs. Local Business Data When Dynamics 365 for Operations was released in February 2016 (called AX7 back then), many customers and partners were startled over the face of an ERP system only available in the cloud. This change from Microsoft would require big changes in people’s mindset.Read Article	6-29-2017
Product Information Product Information	Product Sheet: Dynamics 365 for Project Service Automation (PSA) Microsoft Dynamics 365 for Project Service Automation enables project-based organizations to deliver every customer engagement on-time and within-budget through an end-to-end solution for sales, planning, resourcing, delivery, and billing.View Product Information	6-26-2017
Product Information Product Information	Product Sheet: Dynamics 365 for Field Service Microsoft Dynamics 365 for Field Service empowers companies to improve customer satisfaction, first time fix rates, and resource productivity. Download the data sheet to learn about key benefits and capabilities.View Product Information	6-26-2017
Product Information Product Information	What's New: Dynamics 365 for Finance & Operations Microsoft Dynamics 365 for Finance & Operations is a business application for enterprises that enables people to make smarter decisions quickly through an intelligent user interface that provides access to real-time insights and intelligence.View Product Information	6-26-2017
Blog Blog	How Do I Pick the Right CRM For My Business? Like buying a car, picking a CRM is one of the larger financial decisions you will make as a business leader. Would you buy a car from a niche company with limited distribution and support for you day-to-day driver? Probably not, unless you have a fascination with the "romantic" experience of owning an AMC Gremlin, Yugo, or DeLorean.Read Article	6-20-2017
Blog Blog	Lifecycle of a Product in a Distribution Environment using Advanced Warehouse Management (Using Microsoft Dynamics 365 for Operations) In today’s high-velocity manufacturing and distribution industries, it is imperative to develop processes that not only streamlines the business activities but also become an integral part of the system flow. Many of the advanced warehouse management systems (WMS) claim that they allow such capabilities, however, a few pressing questions needs to be asked and evaluated before these systems are to be considered. Ask the question, why will it work for me? Read Article	6-14-2017
Blog Blog	New Features for the Spring '17 Release of Dynamics 365 for Customer Engagement The spring release of Dynamics 365 for Customer Engagement has some exciting announcements including LinkedIn integration, Relationship Insights, Action Cards and Relevance Searching. In addition Prospect to Cash integrations, this latest release shows the power of an integrated and intelligent CRM application dynamically linked with your productivity applications. Read Article	6-13-2017
Blog Blog	Be Where Your Feet Are - How to Manage your Time Better As the PMO that oversees projects across the globe, the ability to shut down has proved extremely challenging. Keeping up with resources in multiple time zones and client projects in several countries, and cities takes time. A side effect of the rapid growth we have seen in our organization, for me, had unfortunately become multi-tasking during family time. Read Article	6-09-2017
Blog Blog	AX 2009 & 2012 Mainstream Support Ending Soon! – What Exactly Does This Mean For You? Microsoft has announced that the mainstream support for AX 2009 and AX 2012 will end soon. All Microsoft products have a lifecycle that begins when the product is released and ends it’s no longer supported. Dynamics AX products are normally supported for 10 years from the release date.Read Article	6-06-2017
White Paper White Paper	7 Emerging Trends That Are Changing Finance Finance leaders have gone from bean counters to the boardroom; the responsibilities of finance leaders have evolved to encompass everything from business strategy to operations to IT risk management.View White Paper	5-25-2017
Blog Blog	Customer Satisfaction: Never Underestimate the Value of "We" You may see one person pull you from the water, but there is a precision team -- a crew -- behind that person. Sarah Morgan, Customer Success Lead at Arbela Technologies, explains the value of "we" when it comes to customer satisfaction.Read Article	5-23-2017
Press Release Press Release	Arbela Technologies announces its alignment with Microsoft’s vision for a single integrated business application through Dynamics 365 Arbela Technologies, a provider of integrated business solutions, strengthens its capabilities on delivering Microsoft’s vision for a single application to run all aspects of a business using Microsoft Dynamics 365. Formerly the separate products of Microsoft Dynamics AX and Dynamics CRM, Microsoft Dynamics 365 delivers both traditional manufacturing, distribution, and accounting capabilities with the easy-to-use and rapidly-deployed apps for sales, marketing, customer service, project management, and field service. Read Press Release	5-10-2017
Blog Blog	What is the Business Intelligence & Analytics Maturity Model? In the mid-2000's Wayne Erickson with The Data Warehouse Institute introduced the first maturity model to show how company's use their data as they mature, and where they get stuck. These models look at both the technology and the culture of the company. The lower a company is on the Complexity Scale means that they are not getting the most value from their data. There's proof that the higher you are or the further along you are in the BI Journey, the cost to handle your data and keep it relevant becomes lower. Read Article	5-09-2017
Blog Blog	The Alignment Between Applications and Business Systems Has Never Been Greater - Business Forward with Microsoft As technology continues to advance at a rapid pace, we are starting to see the alignment between productivity applications such as Outlook and Business Systems such as Dynamics 365 combined with Social Platforms like LinkedIn.Read Article	5-05-2017
Webinar Webinar	Innovative Updates: Changes You Won't Want to Miss With Arbela and Dynamics 365 There have been a lot of new changes happening at Arbela and we want to share it with the people who matter the most -- our customers! Watch Now	5-05-2017
Press Release Press Release	APICS-IE Symposium Panel to Discuss Disruptive Innovations in Logistics May 6 The Inland Empire Chapter of APICS, the leading association for supply chain and operations professionals, will be hosting a meeting on global supply chain trends and strategies at its Disruptive Innovations in Logistics Spring Executive Panel & Networking Symposium on May 6 in Corona, Calif. Sponsors this year include Arbela Technologies, Manufacturing Executive Institute, and Compete Consulting Group.Read Press Release	5-04-2017
Blog Blog	Customer Experience Maturity Model - Part II - Organizational Culture The organizational culture plays as critical a role as the technology used to manage the customer experience. Without the proper focus, buy-in across the organization and leadership from the top most customer experience projects tend to be siloed and don’t full fill the customer experience across all channels.Read Article	5-02-2017
Press Release Press Release	Press Release - Pipol Signs on With Market-Leading US Dynamics Partner Arbela Technologies Pipol is announcing its partnership with Arbela Technologies, a leading consulting and Microsoft Dynamics 365 solution provider based in Irvine, CA, expanding its global reach across the United States. Subsequently, Arbela is expanding its world-wide presence through this partnership.Read Press Release	4-27-2017
Webinar Webinar	Customer Experience Model Not Doing As Well As It Used to? Learn How to Evaluate the Needs & Advance your Customers' Experience Placing value on customer experience within your organization is nothing new. Your customers expect more from your company, requiring you to go above and beyond to respond to their needs. But how do you change the process and thinking so that every employee has a customer-focused mindset? You need to empower your employees with the right tools and integrated system in place. Watch Now	4-21-2017
Product Information Product Information	Product Sheet: Master Data Centralization (MDC) The Arbela Master Data Centralization (MDC) V2.0 for Dynamics AX 2012 is a robust and noninvasive solution for multi-company and nationals to manage their critical master data across their enterprises. View Product Information	4-13-2017
Product Information Product Information	Product Sheet: One Step Consolidation (OSC) With OSC present, the user simply specifies the timeframe and the exchange rates for the consolidation. All consolidation parameters are saved and available so that any errors can be quickly identified. And then they can simply repeat the consolidation process by changing the parameter that wasn’t correct.View Product Information	4-12-2017
Blog Blog	12 Game Changing Trends for X-to-Order Manufacturers The manufacturing industry has faced major changes over the past decade, and technology has revolutionized the way we do business today. Learn how to capitalize on new opportunities and transform your business.Read Article	4-11-2017
White Paper White Paper	Read the Forrester Report on the Total Economic Impact Report on Sales Productivity Microsoft commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment (ROI) enterprises may realize by deploying its Sales Productivity Solution. View White Paper	4-10-2017
White Paper White Paper	12 Game Changing Trends for X-to-Order Manufacturers The manufacturing industry has faced major changes over the past decade, and technology has revolutionized the way we do business today. Discover how the latest advancements in manufacturing business solutions are scoring big wins for your industry. These 12 game-changing trends are enabled by the latest innovations in manufacturing technology, delivering a more seamless and connected experience from end to end. View White Paper	4-10-2017
Blog Blog	6 Levels of Business Intelligence Value To realize the full potential of business intelligence and take its value to the next level in your organization, you need a solid understanding of where you are, what you want to achieve, and what’s possible.Read Article	4-10-2017
Blog Blog	What are the popular Dynamics AX reports for auditing and security management? Auditors and security administrators rely heavily on reporting data to ensure compliance. Arbela Auditing & Security Manager solution already comes with several out of the box reports that provide all the information you will need for auditing and security.Read Article	4-10-2017
White Paper White Paper	State of Global Customer Service Report Polling over 5,000 companies across the globe - this report describes the state of customer service.View White Paper	3-24-2017
White Paper White Paper	How to Elevate your Sales Team Peformance Recommendations on how to elevate your sales team performanceView White Paper	3-22-2017
White Paper White Paper	7 Emerging Trends that are Changing Manufacturing Learn about the 7 emerging trends for manufactures and how Dynamics 365 for Operations can help you stay ahead of the curve.View White Paper	3-22-2017
Product Information Product Information	Key Capabilities: Dynamics 365 for Project Service Automation Key Capabilities of D365 Project Service AutomationView Product Information	3-22-2017
White Paper White Paper	Cloud Service Operations Microsoft Dynamics for 365 Operations Service DescriptionView White Paper	3-22-2017
Webinar Webinar	Introduction to Arbela Data Insights Arbela Data insights is a complete, pre-configured business intelligence and data warehouse system with Power BI that turns data into actionable insights. It lets all users throughout your organization tap into relevant, timely business data to identify real-time requirements, monitor trends, troubleshoot problems, or seize opportunities as soon as they develop.Watch Now	3-15-2017
Webinar Webinar	Where Can Business Intelligence Take Your Organization? Arbela Data Insights offers a solid foundation for making business intelligence a strategic weapon within your organization. The data scientists and business intelligence experts at Arbela can help you maximize the value of your business intelligence solution with ADI, from monitoring, reporting and analysis, through advanced analytics to predict behaviors and outcomes and prescribe actions.Watch Now	3-15-2017
Webinar Webinar	Why Should My Organization Move to the Cloud? Moving from on-premise to the cloud can be a scary change. Often, organizations do not see the benefit of switching to the cloud, and can think of it as a risky investment. Watch Now	3-13-2017
White Paper White Paper	Infographic: Why ERP Solutions Matter by the Numbers Productivity Benefits of ERP: Build Business Success View White Paper	3-07-2017
Press Release Press Release	Press Release - Arbela Expands Sales, Consulting, and Support Services Through Integral USA Transaction Arbela Technologies Corporation (Arbela), a Microsoft Dynamics 365 Gold Partner, specializing in Microsoft Dynamics 365, Business Intelligence and Analytics, Auditing and Security Management, announced today that it has completed the integration of Integral USA, LLC, (Integral) a Microsoft Technology Consulting Firm providing implementation and support services for Microsoft Dynamics 365 (Dynamics AX and CRM). Arbela has acquired substantially all the assets of Integral, subject to the terms and conditions of the transaction, including its customers, employees, and infrastructure. Read Press Release	2-28-2017
Blog Blog	Switching to the Cloud – Changing the Focus from Operational to Strategic According to Accenture, 67% of CIO’s want to position Information Technology (IT) as a strategic asset that will help the business grow through the use of innovative technology, products, or processes. The challenge is the traditional mid-market IT department is structured around managing and controlling IT assets such as servers, performance management, and risk avoidance tasks like backup and DR. Read Article	2-20-2017
Webinar Webinar	Learn What's New in Microsoft Dynamics 365 Role-Based Security This webinar takes a look at how a security administrator should manage role-based security to provide access to duties that users perform in those roles.Watch Now	2-20-2017
White Paper White Paper	Digital Transformation: The Link Between Customer Engagement and Increased Revenue For sales organizations, customer engagement is about more than touch-points - it's about everything that happens in between personal and digital encounters.View White Paper	2-14-2017
Blog Blog	Customer Experience Expectations and What You Can Do to Meet Them According to Gartner, 89% of marketers expect customer experience to be their primary differentiator by 2017. However, at the end of 2016, only 1% could make that claim. Read Article	2-08-2017
Blog Blog	Learn How Exceptional Customer Interactions Deliver Quantifiable Value Companies nowadays work diligently to interact, communicate, and engage with their customers in new and different ways. However, many companies find it harder than ever to provide customers with genuine, personal, and simple ways to do this. Read Article	2-06-2017
White Paper White Paper	The Mandate for Intelligent Customer Service Companies nowadays work diligently to interact, communicate, and engage with their customers in new and different ways. However, many companies find it harder than ever to provide customers with genuine, personal, and simple ways to do this. View White Paper	2-06-2017
Product Information Product Information	Quickstart Guide: Dynamics 365 for Finance & Operations Microsoft Dynamics for Finance & Operations Manufacturing Fact SheetView Product Information	1-17-2017
Video Video	What Is Segregation of Duties and How to Manage Them From a risk perspective, it's important to manage SoD rules and pass your audit. Presented by: Dennis KorolWatch Now	1-10-2017
White Paper White Paper	7 Emerging Trends that are Changing Retail 7 Emerging Trends that are Changing Retail for Dynamics 365 for OperationsView White Paper	12-13-2016
Blog Blog	Security Checklist – Implementing Dynamics AX Below is a quick checklist, in the form of a short questionnaire, that should get you started on the right path to making sure that your implementation of Dynamics AX is successful, from a security standpoint. Read Article	12-12-2016
Webinar Webinar	Arbela Audit & Security Manager - Best Practices of AX Security Learn the best practices in managing your Dynamics AX security environment and avoid risks.Watch Now	11-08-2016
Press Release Press Release	Press Release - Arbela Named to 2016 Microsoft Dynamics President’s Club Arbela Technologies has been named to the 2016 President’s Club for Microsoft Dynamics, an esteemed group representing the top 5-percent of Microsoft Partners worldwide. Read Press Release	10-27-2016
Video Video	How to Reduce your Dynamics AX Licensing Costs & Totals Watch this quick video as we reveal how to reduce your licensing costs for Dynamics AX by as much as 25%! Presented by: Dennis KorolWatch Now	10-14-2016
Press Release Press Release	Press Release - Arbela Technologies and CEO Nima Bakhtiary Are Finalists In The Emerging Technology Company and CEO Categories of the 23rd OC Tech Alliance High-Tech Innovation Awards Arbela Technologies and its CEO Nima Bakhtiary have been named as finalists in the Emerging Technology Company and Eme arging Technology Company CEO categories of the Orange County Technology Alliance Annual High-Tech Innovation Awards. Read Press Release	10-03-2016
Press Release Press Release	Press Release - Arbela Data Insights 2.0 For Dynamics AX Harnesses Power Of Business Data To Improve Organizational Agility And Performance Arbela Technologies today announced availability of Arbela Data Insights (ADI), a complete, pre-configured business intelligence (BI) system that uses the Microsoft Power BI platform and includes an integrated data warehouse. Read Press Release	9-22-2016
White Paper White Paper	6 Levels of Business Intelligence Value To realize the full potential of business intelligence and take its value to the next level in your organization, you need a solid understanding of where you are, what you want to achieve, and what’s possible. View White Paper	8-18-2016
Video Video	Tips & Tricks: Four questions to Ask Prior to Conducting a Dynamics AX Audit & Pass Prep yourself for your Dynamics AX 2012 and 2009 Security Audit by watching this quick video. Who in your organization needs to access data? What kind of data do they need to access..Watch Now	8-15-2016
Press Release Press Release	Press Release - Arbela Auditing and Security Manager Version 4.0 Released Arbela Auditing and Security Manager 4.0 Reduces Complexity in Auditing and Reporting While Saving Time and Effort Required to Achieve Compliance.Read Press Release	7-20-2016
White Paper White Paper	Business Owners Guide to Replacing Accounting Software Replacing your accounting software is easier and more affordable than your company might think. This guide will help learn the benefits of a modern technology platform, better understand the advantages of a cloud-based solution, and the types of questions to ask when you are evaluating your options.View White Paper	7-15-2016
Press Release Press Release	Press Release - Arbela Technologies Named One Of The Best Places To Work In Orange County Arbela Technologies (Arbela) was recently named as one of the 2016 Best Places to Work in Orange County. The awards program was created in 2009 and is a project of the Orange County Business Journal and Best Companies Group.Read Press Release	6-25-2016
Webinar Webinar	Make-to-Order & Configure-to-Order Manufacturing Opportunities for Microsoft Dynamics AX Nima Bakhtiary and Gilbert Garcia host a webinar regarding configure-to-order manufacturing, trends, opportunities, and possible solutions.Watch Now	6-09-2016
Video Video	Most Popular Security Reports for Dynamics AX Auditing & Security What are the popular reports for auditors and security administrators? What kind of out of box reports does ASM provide? Watch this quick video to find out!Watch Now	5-20-2016
Blog Blog	Analyzing Dynamics AX Sales Data with Power BI in 10 minutes I’ll show how to use it the simplest way, connecting to AX database directly, and how to spend only 10 minutes to create a sales dashboard.Read Article	3-21-2016
Blog Blog	SSRS Reports Label Issue – AX 2012 SSRS Reports Label Issue – AX 2012 (Labels!@SYS)Read Article	11-30-2015
Press Release Press Release	Press Release - Leading Dynamics Partner Jumpstarts Business Intelligence & Analytics Practice with Prevalent Offerings Arbela Technologies builds on its successful collection of industry solutions by investing in a suite of offerings aimed at bringing the power of data to every user within their growing client base.Read Press Release	11-30-2015
Press Release Press Release	Press Release - Popular Microsoft Dynamics AX Add-on Releases Milestone Version Arbela Technologies builds on its successful Dynamics AX Gold Certified ISV Solution.Read Press Release	10-12-2015
Blog Blog	Get Last Selected Value on Form Control Problem: Store last selection on the form by userRead Article	8-31-2015
Blog Blog	AX 2012 Tip: How to Clear Cache Job If you are experiencing trouble clearing cache in AX 2012, AX 2012 R2, and AX 2012 R3 use the following...Read Article	6-11-2015
Blog Blog	Purchase Order Invoice: When Product Receipt is Higher than the Actual Invoice Amount Once the quantities of items have been received on the delivery date in the purchase order process, you then indicate in Dynamics AX that the products have been received.Read Article	5-04-2015
Blog Blog	Configure Account Structures/Advanced Rules In planning for the Account Structures there are some prerequisites that need to be configured first and considerations to be made:Read Article	5-01-2015
Blog Blog	How to Format Numbers, Dates, Etc. Within AX 2012 in Both Forms and Reports This function is controlled by the language settings in the AX Tools/Options. Exceptions being AR/AP output reports such as invoices, etc. These are controlled by the language setting within the customer/vendor menu. This is controlled through the windows settings on the AX client computer.Read Article	7-07-2014
Blog Blog	Adding A New Dimension to an Existing Account Structure in Dynamics AX 2012 Microsoft Dynamics AX 2012 allows adding a new dimension to an existing account structure. You have to do it in the same way as the initial set up of the financial dimensions.Read Article	1-30-2013
Blog Blog	How to use Negative and Positive Days in Dynamics AX When Dynamics AX master planning is rolled out to new users two of the settings that generate much confusion are “negative days” and “positive days”. These two fields are found on the Master plan coverage group form. Read Article	1-14-2013

Insights

Dynamics 365 Spring '18 Release Notes

IMMEDIATE ACTION: Microsoft to Retire ACS (Access Control Services) for 2012 Customers – Whitelist Deadline May 1, 2018

Break Fix, Support, Managed Services -- It's All Customer Care: Q&A with Arbela's Jumi Rho

What is Business Intelligence And How To Avoid Failure

How to Create Field Security Profiles in Dynamics 365

Why Customer Engagement Is Important to Your Organization

Passionate Cloud Speaker: Q&A with Arbela’s Digital Transformation Evangelist, Tim Harris

Give a Raise to the Next Person Who Asks, “When Are We Going to Upgrade?”

Differences Between AX & Dynamics 365 for Finance & Operations

How To Use "NOT IN" Filter in Dynamics 365 for Customer Engagement V9

Fueling Customer Engagement Through Digital Transformation

What Is The Dynamics 365 App For Outlook?

7 Reasons for Upgrading CRM & ERP to Cloud from On-Premise

Transport Layer Security (TLS) 1.2 Connectivity Requirements for Dynamics 365 (Online), V9

Here's How & Why You Should Upgrade your CRM to the Cloud

Dynamics 365 — 7 Reasons to Upgrade your Dynamics AX to the Cloud

Changes Coming to Dynamics 365 Customer Engagement (CRM V9)

Arbela Technologies Welcomes Vice President of Operations and Innovation

Arbela Technologies Announces First-Ever Roadshow Focused on Digital Transformation

How to Change Your Dynamics 365 Trial to a Previous Version

Managing Security in Dynamics 365 for Finance & Operations

Arbela Proud to Announce First Ever Digital Transformation Roadshow

Gartner Report - GDPR Clarity - 19 Frequently Asked Questions Answered

Accelerate Your Digital Transformation: The Enterprise Guide to Hybrid Cloud

What Is Marketing Automation & Why Should You Care?

Data-Driven Decision Making: How To Take Advantage For Business Success

Essential Navigation Guide for Dynamics 365 Sales (CRM)

How to Have a Successful Deployment or Fix an Unsuccessful One

New Multi-Select Option Set in Dynamics CRM (D365 for Customer Engagement) Version 9

Advanced Analytics with Power BI

2017 State of Global Customer Service Report

The Savvy HR Leader's Guide to Digital Recruiting

Digital Transformation in Sales: Evolving the Art of Customer Engagement

How To Use Universal Resource Scheduling to Schedule Anything

How to Structure Customer Assets in Microsoft Dynamics 365 for Field Service

Microsoft Dynamics 365 for Sales Named a Leader in The Forrester Wave for SFA

How to Adopt an Agile Business Intelligence Strategy

Now That Microsoft Has Bought LinkedIn, What Are They Going To Do with It?

Now That Microsoft Has Bought LinkedIn, What Are They Going To Do with It?

Get Intelligent Faster - Build Customer and Account Data Quickly

What You Need to Know About Security in Dynamics 365 for Finance and Operations

Role Based Workspaces using Dynamics 365 for Operations: Product Manager

Role Based Workspaces Using Dynamics 365 for Operations: Production Manager

Role Based Workspaces for Dynamics 365 for Operations: Customer Service

Role Based Workspaces Using Dynamics 365 for Operations: Master Planner

How Big Data is Driving Business Transformation

Empower Your Team With Microsoft Relationship Sales

How to Adapt and Embrace Digital Transformation

Arbela Technologies Corp. Announces Gold Sponsorship of the 2017 Dynamic Communities User Group Summit in Nashville

How to Take Advantage of the New Global Invoice Journal in Microsoft Dynamics 365 for Finance and Operations

Microsoft Ignite / Envision 2017 - Day 1 Summary

Arbela OnDeck | Dynamics 365 for Customer Engagement - Explained

Dynamics 365 for Sales: Native Dashboards and Capabilities

Dynamics 365 for Sales: CRM Global Search

Dynamics 365 for Sales: Quick Creating Items

Dynamics 365 for Sales: Recently Viewed Searches and Favorites

How To Schedule in Dynamics 365 for Field Service

4 Keys to a Strong and Effective Audit Committee

Infographic - Determine the Right Big Data Azure Resource

2017 Mid-Year Sales Tax Changes: Are You Prepared?

Product Sheet: Arbela Data Insights (ADI)

FAQ: Audit & Security Manager for Dynamics AX 2009

Product Sheet: Arbela Audit & Security Manager (ASM)

The 5 Stages of the Dynamics AX Security Maturity Model

The Next-Generation Aerospace Manufacturer: How to Transform into a Digital Business

The Next-Generation Industrial Manufacturer: How to Transform into a Digital Business

The Next-Generation High-Tech Manufacturer: How to Transform into a Digital Business

7 Game-Changing Technology Trends for Businesses

Zero to Beautiful: Choosing Charts for Data Visualization

What's New and Upcoming for Dynamics 365 Customer Engagement

How to Prepare for Your Next ERP Audit

Lifecycle of a Product in a Distribution Environment using Advanced Warehouse Management (Using D365): Series 1– InBound Process

Press Release - Arbela Technologies Welcomes Vice President of Sales Accelerating Its Growth and Expansion Plans

6 Struggles with ERP Security: What to Be Aware Of

What You Need to Know: Cloud vs. Hybrid vs. Local Business Data

Product Sheet: Dynamics 365 for Project Service Automation (PSA)

Product Sheet: Dynamics 365 for Field Service

What's New: Dynamics 365 for Finance & Operations

How Do I Pick the Right CRM For My Business?