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02.24.21Go jump in the data lake: The best advice for 2021

Database. Data warehouse. Data mart. Dataverse. Data Lake. It’s a lot. And it’s not different names for the same thing. In this blog, we’re going to focus on Azure Data Lake as it will be hugely influential in 2021 and beyond.

02.04.21Kinks in the supply chain? Dynamics and Power Apps helps straighten them out.

Distribution is about movement and, ideally, movement — be it of products, data, people, etc. — should be smooth, streamlined, and with purpose (e.g., imagine going to the ballet and seeing dancers move in a clunky, chunky fashion, starting up for no reason, and stopping randomly: big miss).

01.22.21Balancing Efficiency vs Risk: The Yin/Yang of Manufacturing & SCM

Just like there’s no such thing as “one size fits all,” in the 21st century supply chain, there’s no such thing as “one speed fits all” or “one mode fits all.” Supply chain management (SCM) is unique to each industry, and often to each company in each industry.

01.18.21Managing R&D Costs in Life Science: What 2020 Taught Us

In a single year, research and development (R&D) spending in life science increased by a whopping 22%.1 (And this was between 2018 and 2019, before the global pandemic — just imagine where we’ll be going forward.)

12.22.20Supply chain pivots: Extending SCM with Power Apps

If there’s anything 2020 taught us — and continues to teach us—is that supply chain management can be a tricky business. Yet there were many companies reliant on an effective supply chain that not only survived in these trying times but prospered and continue to do so.

12.06.20Defining overall business transformation in terms of intensity

Growing up an East Coast Boston native I was surrounded with creative words and phrases like wicked smaaht, fagedaboudit, put you on blast, ain’t about that, just to name a few. Later in life, after relocating closer to the West Coast, I adapted to a new culture with a new set of creative expressions such as gnarly, hella, ramen profitable, runyon, or skookun. If you are unfamiliar with these expressions, they may catch you off guard both in usage and contextual meaning. The evolution of language in words and definitions is amazing but also confusing at times. 

11.20.20Getting started with WMS? Think about your metrics first

On the surface, the definition of a warehouse management system (WMS) is simple: a business application that automates and manages warehouse processes. But… have you ever been in a warehouse? There are some containing literal miles of space, billions of items, and endless technical processes and manual procedures for accurately itemizing inventory, ensuring security, and keeping this critical hub in the supply chain operating at maximum efficiency.

10.20.20Changing Times, Consistent Practices: Mergers and Acquisitions in Life Science in the COVID Era

Mergers and acquisitions (M&A) have historically shaped the life science industry and continue to shape its future as well. With COVID, the focus on M&A as a fundamental business strategy has only increased as the pandemic has forced many companies to reevaluate strategy. More than ever, many major life sciences companies are looking to M&A to increase market share, create new focus areas, optimize their supply chains, and further digital transformation.

09.18.20Maximize your assets: Taking full advantage of Asset Management Module in Microsoft Dynamics 365 Supply Chain

If you’re in the supply chain management space, chances are not a day goes by your mind isn’t on your assets, from fixed assets like buildings and machinery, to moving assets, such as shipping vehicles and containers.

09.03.20A Security “Gotcha!” in Microsoft Dynamics 365 and How an Extension Can Help Manage It

One of the most challenging aspects of security in Microsoft Dynamics 365 Finance and Supply Chain is managing who has accesses and permissions in approving and posting items. One of our developers recently discovered a “gotcha” in Dynamics 365 and identified a tool to help address it.

08.28.20A Microsoft Dynamics 365 Finance security insight (and failsafe!)

Resetting passwords. It’s the last thing you want your IT staff or system admins to have to spend time doing, but usually it’s the first thing they’re asked to do by someone in the workplace almost every single day.

07.02.20Simplifying Complex Quoting with Unified eCommerce

Configurators are software applications used by a variety of users including customers, salespeople, and engineers. They can be public-facing or they can be used within a company. They allow manufacturers to configure complex products faster, reduce the need to involve expensive engineers, and can eliminate any possibility of designing a product that cannot be made. You can imagine the amount of money and time that can be saved. They can also help point customers in the right direction, especially when many industries are supported or solution types are available.

06.29.20Dynamics 365 Product Insights: What your customers aren’t always telling you.

How are customers actually using your product or service? What features and capabilities are they leaning on most heavily? What features might they typically be ignoring?

06.25.20Dynamics 365 Customer Insights: The “Matchmaker” in the Microsoft Stack

Still using business cards? Wouldn’t it be tremendous if every customer and prospect who visited your website, your booth, or interacted with you in any way/shape/form always gave you their card at the outset?

06.22.20A New Chapter for Field Service Mobile

With the recent release of Microsoft’s new Dynamics 365 Field Service mobile app, some may be wondering, “Why is Microsoft introducing yet another Field Service mobile app and how is this app different from the current Field Service Mobile app?”

05.28.20Podcast Episode: Industry Insights on Leveraging Artificial Intelligence

Hosted by Ultra’s Strategic Alliances Director Michael Chesin, the Industry Insights Podcast puts the focus on common challenges facing industries within manufacturing and distribution. Each episode features a guest interview with an industry expert from a leading ERP Vendor.

05.27.20Dynamics 365 CE: Looping through Marketing List Members in a Power Automate Flow

By now, most reading this article understand Microsoft's Power Automate (formerly Microsoft Flow) to be the latest smash hit out from the reigning champion of enterprise software in the industry. So just how can we use this tool in conjunction with Dynamics 365 Customer Engagement's Marketing List Entity? The secrets of the elusive solution will be revealed shortly

05.08.20CRM Contacts clean-up: from stinking thinking to syncing thinking

If you follow these steps, you will have a stable syncing mechanism that is super easy for your staff to use. And once the contacts are synced, changes made by one user in Outlook will push back into Dynamics and then back down to all users that are syncing the contact.

05.05.20Why PIM is a Key Component of Master Data Management

Master Data is defined as the most essential data needed to be shared across an organization. In the world of product information, this can include the product name, a unique product identifier such as a SKU, a description and stock level. It is the foundation for the processes required to aggregate, consolidate and organize this data. The use of a product information management (PIM) is how these processes can be performed in an effective way and is the backbone of streamlining catalog enrichment.

04.20.20CRM and Your Energy Business: Reporting from the Field

Technology innovations are completely changing field operations in the energy sector. What specific tools have emerged and how are energy businesses using them? Is your field service center ready to keep up with evolving industry expectations and standards?

04.16.20Mobility & Security: How to Keep Your Business Safe Anywhere and Everywhere

Whether your business is SOX-compliant or not, internal security controls and audits have always been an important part of healthy financial management. For many organizations, this has traditionally meant sizeable investments of time and money in IT-related tasks to install and maintain user controls or conduct audits.

04.14.20Top 5 Reasons ERP Projects Fail

Is your business in the market for a new ERP system? Do you have a plan to guarantee a successful project? Unfortunately, many ERP implementations ultimately fail to deliver the benefits the business hoped for. Why does this happen and how can you be sure to get the best ROI from your new solution?

04.08.20Constructing a Building Materials Business? Why ERP is Your Foundation

If you want to grow as a building materials manufacturer, you face plenty of challenges trying to keep up with market dynamics. It’s hard enough to stay on top of training employees and keeping production quality consistent. You also need to anticipate changes in the way customers seek out and buy products. Not to mention, you need to keep production efficient while reducing waste from raw materials.

04.02.205 Things to Look for in a Dynamics Consultant

There’s no such thing as a one-size-fits-all Dynamics consultant. Different partners have different specializations, cultures, and approaches to helping your business succeed. So how do you choose the best consultant for your business?

04.02.204 Ways to Build a More Resilient Supply Chain

Do you have the visibility and flexibility to react quickly to supply chain events and changes? Can you easily make proactive changes to minimize negative consequences? For many businesses, supply chain vulnerabilities represent a major risk to overall profitability.

04.01.20Right Now Is the Right Time

The same can apply to businesses – start that new ‘thing’. The ‘thing’ could be a system upgrade, replace those spreadsheets with PowerApps or Power BI, move from on-premise hardware to the cloud, or implement other software packages.

03.31.20Financial Shared Service: Unmask the Financial Framework Mystery

As the world of business continues to evolve, acquisitions and mergers are becoming a regular part of the underlining fabric. Where the negotiations to close such ventures requires hard work, the daunting task of untangling the web of digital architecture that accompanies these ventures into a cohesive manner can be monstrous and overwhelming.

03.27.20Why investing in Azure-based BI Solution makes sense for your Dynamics AX on-prem environment.

Is there anything that your organization can do to gain the competitive advantages of a BI Solution without wasting the investments to your current in-house systems? Well, as you might have guessed, Arbela has the answer.

03.27.20How to empower B2B/B2C Manufacturing Partners to sell more effectively.

There needs to be a balance between targeting the end user and our partners. So why not empower your partners to market for you?

03.23.20Three Common Barriers to Successful D365 Business Transformation

Technology is evolving at a faster rate than ever. Businesses are in a constant state of transformation. As an organization, how do you prepare, support and equip your people for the changes they will experience?

03.20.207 Benefits of Integrating ERP and CRM

In a competitive market, customer loyalty is key to maintaining your margins and ensuring long-term success for your business. There are numerous strategies for building brand loyalty, but what you may not realize is that integrating your ERP and CRM solutions is an essential step to creating and sustaining loyal customers.

03.20.20Arbela Client Support - Covid19

Arbela is committed to the health and well-being of our clients, employees, prospects and partners. We are fully prepared to continue our operations and provide our support. We want you to know we have taken measures to ensure that you continue to receive all of our services while maintaining the health and safety of you and our employees.

03.19.20Expense Multi-Level Approval Hierarchy Workflow

How do you configure Workflow (WF) for something you can not yet define? An often-rhetorical question—yet truly valid quandary.

03.16.20Arbela Customer Commitment during COVID-19 - We are here to help

Our commitment to our clients is unfaltering. To this end, we are preparing to make working with us easier than ever as our team is being organized for faster response and taking the necessary steps to execute tasks remotely.

03.09.203 Tips to Unify Your Dispersed Business

From completely remote workers to on-the-go consultants and sales teams, today’s workforce is more mobile than ever before. Cloud-based technologies, mobile-enabled apps and interfaces, and 24/7/365 connectivity are introducing a new level of flexibility that is allowing businesses to become more agile than ever.

03.04.20How to Prepare for a Dynamics 365 Upgrade Project

There are a lot of Dynamics AX 2012 R2/R3 systems that need to be upgraded to Dynamics 365 Unified Operations (Finance and Operations). However, the decision to upgrade and how to do it is not an easy one.

02.25.205 Features to Look for in a Business Intelligence Solution

These days, most businesses are really beginning to understand the power and value of business intelligence (BI). We all understand the need to quickly respond to market changes, customer preferences, and our competition.

02.11.20CRM and the Energy Industry: Field Service Management

Technology innovations are completely changing field operations in the energy sector. What specific tools have emerged and how are energy businesses using them? Is your field service center ready to keep up with evolving industry expectations and standards?

02.11.20Why Go Live is Not the End of Your ERP Project

How long does an ERP implementation project last? Many organizations plan a schedule for their implementation that ends at the go-live date. However, the reality is that ERP should be more than software—it should be a long-term strategy that must be continuously embraced and enhanced by your users.

02.03.20The Evolution of Customer Experience: How Did It Change?

To compete and to be successful in today’s world, organizations must reimagine not only how they sell products but also how they support those products in an omni-business fashion.

01.20.20How to Increase Workplace Productivity with Arbela Workflow Manager

We decided that there must be a better way to manage all of this digital noise and give users back their time to focus on meaningful items and reduce time spent on admin tasks.

01.09.20Understanding the Microsoft Ecosystem and Its Advantages - Part 2

Microsoft’s Ecosystem comprises of 5 distinct pillars within the Microsoft stack. It is a cloud-based business applications platform that combines components of Customer Relationship Management (CRM), and Enterprise Resource Planning (ERP), along with productivity applications and Artificial Intelligence or AI.

01.08.20Understanding the Microsoft Ecosystem and Its Advantages - Part 1

Digital business transformation, in today’s hi-tech marketplace has become a business reality. For our businesses to create value for customers, it is imperative that our evolving business and rapidly changing technology landscape adopts transformation to create value for the customer.

01.02.20ERP for Manufacturers: Top Technology Trends for 2020

What are common problems faced by manufacturers today, and how are they using technology to create solutions? In today’s world of increasingly powerful business technology solutions, many manufacturers are investing in technology to reduce costs, improve efficiency, and boost profits.

12.16.19Arbela Is Now Open Sourcing AOT Browser on GitHub

We’re excited to announce that we are open sourcing AOT Browser on GitHub under MIT License. This includes the source code, projects and build system. Our goal is to elevate our partnership with the technical community -- encouraging fresh perspectives and increased participation from the developer community.

12.02.197 Creative Ways to Wow Your Customers

By leveraging modern technology and making strategic use of business intelligence within your organization, you can build ways of interacting that will impress prospects, increase ongoing customer satisfaction, and help your brand outshine the competition.

11.06.1910 Cloud Advantages Taking Businesses to the Next Level

10 major benefits to help explain the cloud advantages for growing businesses.

10.30.195 Ways to Boost Profits with Integrated CRM Software

A well-designed CRM solution is a major asset to not just your sales team, but the bottom line of your entire business. Here are 5 specific ways you can use CRM software to boost profits for your company.

10.08.19Does Your Business Need an ERP System?

How do you know when you need an ERP system for your growing business? If you answer yes to one or more of the following questions, you should consider investing in a software solution that can improve business performance and enable sustainable growth.

09.23.196 Brilliant Ways CEOs Drive Success with Business Intelligence Solutions

How can you transform your business data into connected insight? Learn 6 ways CEOs use business intelligence (BI) solutions to meet their goals, boost profitability and drive success.

09.16.19How One PowerShell Library Delivers Dynamics AX Blue-Green Code Promotion

One PowerShell library that delivers Dynamics AX Blue-Green Code Promotion, Environment Automation and Refreshes and much more. Made for Dynamics AX System Administrators, Environment Managers and Developers.

09.03.19How Manufacturers are Turning Data Visualization into Data Utilization

Data visualization and analytics has exploded in the manufacturing space -- here's how you can use data to drive business improvements.

08.12.19How to Enable Your Sales Organization with Dynamics 365 for Customer Engagement

Arbela’s QuickStart is a quick and affordable way to create the best employee and customer experience.

07.09.19Change Management: Common Mistakes to Avoid When Leading Change

Strong effective leadership is the key to a successful business transformation. Here are some common mistakes Leaders make during a change initiative and how to avoid them.

06.10.19Change Management: Five Steps to Managing Change Resistance

Even if the project provides a critical improvement to a problem that has been plaguing your organization for years, there can still be resistance to the change. Try using these five steps to help manage change resistance on your next project:.

05.22.19How to Upgrade the Dynamics 365 Field Service Solution from 7.x to 8.x

Field Service version 8.3.x has been released as of December 2018 for Dynamics 365 9.x environments. Newly provisioned instances will already be on 8.x and are only available in this version.

05.02.19How to Increase Performance and Reliability with PowerApps Checker

The Microsoft PowerApps Checker gives system administrators the ability to perform a rules-based static analysis check on unmanaged solutions existing within an environment.

04.16.19How to Filter Lookups Without Custom Code in Dynamics 365 Customer Engagement

In Microsoft Dynamics 365 Customer Engagement, you may encounter a need to filter records available in a lookup based on other information on the form.

04.02.19Using PowerApps to Implement Data Integration Between Dynamics 365 FO and CE

We’ve recently been using Microsoft PowerApps for data in data integration between Dynamics 365 Customer Engagement (CE) and Dynamics 365 for Finance and Operations (FO). Here, we present an overview of what the capabilities are and how this is done from start to finish.

03.18.19Previewing the New Power Platform Admin Center

Changes have been coming to Dynamics 365 for some time now. If you haven’t already heard, Dynamics 365 is now part of the Microsoft Power Platform.

03.04.19What is the Dynamics 365 Field Service Work Order Lifecycle?

Dynamics 365 for Field Service is an end-to-end solution that helps organizations deliver field-based service to customer locations. The application helps improve resource productivity through combined workflow automation, scheduling algorithms, and mobility, maximizing customer satisfaction.

02.25.19Microsoft Flow: How to Query Dynamics 365 Date/Time Fields with UTC Time Conversion

Microsoft Flow has opened up a vast toolset for automating processes across different applications. However, simple actions like querying datetime fields can be unexpectedly cumbersome given Flow’s default UTC time zone setting.

02.11.19Introduction to Power BI Solution Templates for Dynamics 365 Field Service

Power BI solution templates for Microsoft Dynamics 365 Field Service enables field service managers and dispatchers to analyze and visualize this data and draw useful insights to help with better decisions.

01.31.19How to Set Up a Tile in Dynamics 365 Finance and Operations

Setting up a tile to a workspace can save you time clicking, give you a quick summarize view, and make Dynamics 365 Finance and Operations more efficient for you.

01.15.19Dynamics 365 for Customer Engagement April 2019 Release - What to Know

The Dynamics 365 Customer Engagement April 2019 update will bring with it an overhaul of how Microsoft updates and manages access to new features.

01.08.19Why You Should Select a Gold Certified Microsoft Dynamics Partner

You're tasked with researching a strong Microsoft Dynamics partner for your organization, and you see that a partner is Microsoft Gold certified. What exactly does that mean, and how does that matter for you?

12.24.18Project Accounting Intercompany Transactions Overview in D365 and AX 2012 R2 CU7

The project management and accounting module provides functionality that allows you to loan resources from one legal entity to another.

12.13.18Best Practices for Dynamics 365 Security Roles & Field Security Profiles

Learn best practices and tips on how role-based security can be used to control access, field level security, security profiles, security design, and more.

12.04.18Dynamics 365 Customer Engagement - Quote Error - Record is Unavailable

A new issue reared its head in the past few weeks that affect the quote form. The issue occurs when you create a new quote and set an account in the Potential customer field. In order for the error to occur, the customer quick view form must be active, and a Business Process Flow must be active.

11.19.18Accelerate your Dynamics 365 for Finance & Operations Upgrade

Many of our clients have questions about when and how to upgrade their on-premise Dynamics environments to Dynamics 365 in the cloud. We have had successful upgrades from both Dynamics AX 2012 and 2009 to 365 for Finance and Operations as quickly as one to six months. As a result, let us help you with your Dynamics 356 upgrade. We have developed a series of artifacts and accelerators that can propel your upgrade project.

11.06.18What is Microsoft's Initiated Maintenance?

Microsoft performs multiple types of system maintenance on Microsoft management environments. These updates are critical for the cloud service. Please see below few types of updates that we receive from Microsoft.

10.22.18What is PowerApps and What Does It Mean for Dynamics 365 Customer Engagement?

The PowerApps is an application development platform that is part of the broader Microsoft Power Platform, whose capabilities are built on and utilize Azure cloud services.

10.08.18How to Use Resource Scheduling Optimization to Automatically Schedule Multiple Bookings in Dynamics 365 for Customer Engagement

Resource Scheduling Optimization (RSO) is an add-on capability for Dynamics 365 Customer Engagement that can be used with Field Service application and universal resource scheduling. It enables field service administrators and dispatchers to automatically schedule work orders and other schedulable records for the most appropriate resources, by optimizing bookings for the shortest travel time, available work hours, and many other constraints.

10.01.18Dynamics 365 Finance & Operations - Chain of Command New Features

Microsoft had introduced the Chain of Command with Platform Update 9. Chain of Command (CoC) enables strongly typed extension capabilities of public and protected methods. It is an amazing piece of development capability that allows technical consultants to extend the application avoiding over-layering.

09.25.18How to Use Duration Fields in Dynamics 365 for Sales

Duration fields can be used to show a whole number as x number of minutes, x number of hours or x number of days instead of just showing the whole number of minutes to the user. Out of the box, CRM activities such as Phone Calls use the Duration field to track the length of time a phone call lasted. For new Phone Call activity records, the Duration field is set to 30 minutes, but the user can update that prior to completing the phone call activity record.

09.19.18How to Add Long Labels to Dynamics 365 Customer Engagement

On occasion, you may need to add longer label names to a field. CRM offers the ability to hover over a field label to show a description, but this is not often obvious. Using Business Rules, we can add longer labels to a field. No development is required for these labels, we will use a multiline text field with the appropriate properties and a business rule for each extended label needed.

08.21.18How to Troubleshoot - Dynamics 365 Schedule Board Error: Resource Not Found for the Segment 'msdyn_FpsAction'

Here’s how to quickly troubleshoot Dynamics 365 Schedule Board Stack Trace Error “Resource not found for the segment 'msdyn_FpsAction'”

08.13.18How to Personalize a List Page in Dynamics 365 for Finance & Operations

Dynamics 365 for Finance and Operations has numerous options for personalizing a user’s experience. These powerful options allow a user to customize their experience specifically for their role and work more efficiently and effectively.

08.08.18How to Use Power BI Color Themes to Increase User Trust in Data

When creating a data story, you want to ensure user trust in the data to boost decision making. One way to achieve this is to create a custom Power BI color theme with colors that users are accustomed to seeing in their business every day.

08.06.18What is the Unified Client Interface in Dynamics 365?

The new Unified Interface is a bridge between web and mobile platforms, providing a consistent experience across devices by utilizing a responsive design for optimal viewing and interaction regardless of the device's size or orientation.

07.31.18Microsoft Business Applications Summit: Best Practices on Database Lifecycle Management (Self-Service)

Microsoft is working towards making huge changes in database lifecycle management for Dynamics 365 for Finance and operations. They have introduced us to a few cool features in LCS calling it 'self-service' at Microsoft Business Application Summit 2018.

07.23.18How to Set Up Dynamics 365 and Gmail Integration: Yes, You Can!

Given the obvious email integration capabilities between Dynamics 365 and the rest of the Microsoft stack, when rolling out an implementation many organizations opt to switch to Exchange Online-- but what if your organization uses Gmail? Fear not, Microsoft is Google-friendly here!

07.17.18How to Build an Effective Business Intelligence Strategy

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.

06.28.18Striking a Chord for Change Management in Mid-Market ERP, Q&A with Alexios Kostilinis

No one ever said change management was easy, but some people make it look easy and Alexios Kostilinis, Project Management Lead for Arbela is at the forefront. He comes to his discipline with ERP Implementation through the many years he spent as a classical pianist. He certainly strikes a chord in everything he does and today he talks with us about change management in the mid-market for ERP Implementation.

06.21.18Why You Should Attend Dynamics Communities Summit AXUG/CRMUG/D365UG

There are lots of benefits to attending D365UG/AXUG/CRMUG Summit. Each year, we highly recommend all of our clients to attend as today’s technology is constantly evolving and progressing – and users need to be up-to-date to ensure maximum success with their current software and platforms.

06.12.18Hit the Bullseye With Your ERP Implementation Methodology - Q&A with Arbela’s Viktor Lesiv

When it comes to ERP implementation methodology a common theme is “Just pick one, you can’t go wrong as long as you follow through.” But as we all know, if you choose an implementation partner based on their glossy methodology slides during the sales cycle presentation but they don’t properly execute during delivery, you will not have a successful go-live.

05.16.18How Manufacturers Capitalizing on Technology Will Compete, Serve Customers Better

By combining data, processes and technology within integrated business management solutions, manufacturers can compete effectively and serve customers betters. Position your business for success by capitalizing on technology and these industry trends.

05.14.18Creating System Views with Complex “NOT IN” Filter in Dynamics 365 for Customer Engagement

The "NOT IN" feature (in its current implementation) has limitations. You cannot add filter conditions for the child entity once you select the “Does Not Contain Data” filter condition at the entity level.

05.10.18New in Dynamics 365 Customer Engagement v9.0: Session Timeout

With the GDPR deadline approaching and the emphasis on Cloud, there have been improvements made to Dynamics 365’s cloud security. One such feature is the addition of new session and inactivity timeouts. By default, Dynamics 365 has automatically set a user session timeout at 24 hours-- at 24 hours, the user is logged out of the system. With the 9.0 update, administrators can now modify this behavior to suit business needs.

05.01.18Why is Good Project Management So Hard? Q&A With Arbela’s Niels Skjoldager

Why is good project management so hard? I ask this question because I’ve never understood why a company will spend millions on software and not do everything possible to have a successful implementation. So this week, I ask Niels Skjoldager, Arbela Engagement Manager, for his nearly 20 year AX ERP Project/Program Management point of view.

04.18.18IMMEDIATE 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.

04.17.18Break 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.

03.26.18Passionate 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.

03.21.18Give 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.

03.13.18How 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.

03.07.18Fueling 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.

03.05.18What 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.

02.26.18Transport 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.

02.19.18Here'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.

02.14.18Dynamics 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?

02.13.18Changes Coming to Dynamics 365 Customer Engagement (CRM V9)

Learn the latest CRM V9.0 Updates and What Will Be Deprecated.

01.31.18How 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.

01.23.18Arbela 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.

01.15.18What 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.

01.02.18Data-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.

12.11.17Essential 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.

12.04.17New 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 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.

11.28.17How 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.

11.20.17How 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.

11.13.17Get 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?

10.31.17How 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.

10.03.17How to Adapt and Embrace Digital Transformation

How to make digital transformation as painless as possible for your organization.

09.26.17Microsoft 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.

09.25.17Arbela 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.

09.15.17How 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.

09.05.174 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.

08.28.17Infographic - Determine the Right Big Data Azure Resource

Use the following infographic to determine the right Azure Resource to use for your Big Data Needs.

08.23.172017 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?

08.14.17The 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.

08.02.177 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?

07.19.17How 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.

07.07.176 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.

06.29.17What 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.

06.20.17How 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.

06.14.17Lifecycle 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?

06.13.17New 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.

06.09.17Be 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.

06.06.17AX 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.

05.23.17Customer 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.

05.09.17What 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.

05.05.17 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.

05.02.17Customer 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.

04.11.1712 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.

04.10.176 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.

04.10.17What 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.

02.20.17Switching 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.

02.08.17Customer 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. 

02.06.17Learn 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.

12.12.16Security 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.

03.21.16Analyzing 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.

11.30.15SSRS Reports Label Issue – AX 2012

SSRS Reports Label Issue – AX 2012 (Labels!@SYS)

08.31.15Get Last Selected Value on Form Control

Problem: Store last selection on the form by user

06.11.15AX 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...

05.04.15Purchase 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.

05.01.15Configure 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:

07.07.14How 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.

01.30.13Adding 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.

01.14.13How 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.