Create a Quote Template with One Click in Dynamics CRM
Here are the steps you need to take to create a Quote Template for Dynamics CRM in Microsoft Word. With one click, users can generate standardized documents (like a Quote, for example) that are…
https://www.alithya.com/en/insights/blog-post/create-quote-template-one-click-dynamics-crm
6 Steps to Prepare Your Organization for an ERP Implementation
When it comes to implementing a new ERP system into an organization, preparation is key. It’s important to take all necessary steps in order to ensure successful deployment of your new software.This…
https://www.alithya.com/en/insights/blog-post/6-steps-prepare-your-organization-erp-implementation
Cancelling Transfer Orders in Dynamics 365 Finance and Operations
A new functionality has been added in D365 FO to allow users to cancel transfer orders which have been shipped by mistake. Previously users would have to complete the original Transfer order and then…
https://www.alithya.com/en/insights/blog-post/cancelling-transfer-orders-dynamics-365-finance-and-operations
BOM, Formula and Route Scrap Factors in Dynamics 365 FO
1. ScrapScrap is defined as recycled material which is generated during a manufacturing process. Companies try to reduce the amount of scrap that is produced but it is not possible to eliminate…
https://www.alithya.com/en/insights/blog-post/bom-formula-and-route-scrap-factors-dynamics-365-fo
Making Sense of Planned Order Dates in D365 Finance and Operations
The planned orders form in Microsoft Dynamics 365 can be confusing when dealing with its multitude of date fields. In this blog, we help you make sense of the Requested date and the Requirement date…
https://www.alithya.com/en/insights/blog-post/making-sense-planned-order-dates-d365-finance-and-operations
Quoting with Power Apps and Power Automate
Quoting in Dynamics CRM can be a bit tedious. For example, adding products requires users to select one product at a time and for a fast-paced sales rep who creates complex quotes, this can be a…
https://www.alithya.com/en/insights/blog-post/quoting-power-apps-and-power-automate
What are Business Outcomes?
Business outcomes are the results of the actions and decisions made by a business. The business outcomes can include a variety of different tangible results such as financial performance, customer…
https://www.alithya.com/en/insights/blog-post/what-are-business-outcomes