Understanding Dynamics 365 for Finance and Operations, Enterprise Edition – Part 1
What is Microsoft Dynamics 365 for Finance and Operations, and how will it help your business?
Dynamics 365 for Finance and Operations will unify your Financial and Operations data resulting in real-time information that will assist in streamlining your day-to-day operations more effectively.
What is included in the Dynamics 365 for Finance and Operations:
- Finance Management
- Supply Chain
- Warehouse Management
- Cloud Services
Today we will dive in and show the high-level details of what is included in the Dynamics 365 for Finance and Operations functionality.
Part 1: Navigation
In the first part of this series, we will cover the Navigation in the Finance and Operation modules. The first page you will see after logging in will be your Dashboard. Here are the areas available:
- Favorites: you can save your favorite modules or spaces here for easy access
- Recent: This tab will show all recently opened, with the ability to select and save to your favorites
- Workspaces: This is a list of workspaces available. By selecting this area, you will open the workspace that has been added to your dashboard
- Module: By selecting a module, you will open it and see the detailed areas in the selected module
To the left of the workspaces you will see your dashboard. You can add different modules or workspaces to the dashboard for easy access.
- Work Items assigned to me: This is a list of all work items that have been assigned to the user - this will change based on the work assignments and users
- Company: On the top right of the dashboard you can select the company that you wish to work in.
- Help: By clicking on the question mark at the top right of the page, you will be able to access the help guide, the support link to Life Cycle Service
Stay tuned for the next blog in our series on Navigation in Dynamics 365 for Finance and Operations where we'll cover page options and attachments!
To learn more about Dynamics 365 for Finance and Operations, be sure to register for our webinar series!
Happy Dynamics 365'ing!
Top 10 Things to Know When Applying for an AX / ERP Job
PowerObjects is hiring to expand our team as we grow our Microsoft Dynamics AX / ERP practice. If you want love coming to work alongside a team who supports your personal and professional growth, PowerObjects is the perfect place to pursue your career in AX / ERP. Before you chat with us about what it’s like to join the best team ever, check out what our ERP Practice Director, Carri Lesatz, believes are the top 10 things to know when applying for an AX / ERP job.
1. Know your strengths.
If you’ve touched ERP, you have a general idea of what it does, but what is your specialty? What areas do you know best?
2. Full lifecycle implementation experience is important.
We perform end to end system roll outs and upgrades, and understanding the lifecycle of a project is important. If you haven’t had a chance to experience this yet, don’t fret. Just be prepared to talk about what you have been part of.
3. Lots of people “know ERP” – don’t be surprised if you’re asked to demonstrate your knowledge. And don’t be shy about flaunting your skills!
We like experts, we love nerds, and we’re excited about new talent!
4. Agility is the name of the game.
Try as we may to create a plan, life often gets in the way. Microsoft has scheduled releases, and sometimes, the product you’re working on literally changes overnight. Are you flexible enough to handle the hurdles? We’ll be looking for examples.
5. Not all Partners are created equal.
At PowerObjects, we hire based upon our 5 core values:
- Always add value.
- Think team.
- Love what you do.
- Live the technology.
- Do the right thing.
If those sound like you, let’s have a conversation!
6. Share details. Tell stories.
Speaking in generalities is great if someone doesn’t understand ERP, but we like details and stories. It helps us understand what you know. We know the ins and outs of ERP, and we love to hear stories about your ERP project experiences.
7. Showcase your best self – not just your ERP skills. We want well-rounded team members.
You’re not just changing a client’s software – you’re changing their business with ERP. Technical skills are important, but we need to know you have what it takes to recommend changes to clients regarding business processes, the ERP itself, and even the Implementation Methodology.
8. Approach your interview like you would approach a client.
A good consultant is a good communicator. Your interview is the time to show this. If you speak too much, can you stay on topic and manage a project agenda with clients? If you speak too little, can you properly represent PowerObjects as an innovator in the ERP space? The key is to relax and be yourself. That’s who our clients will see, so that’s who we want to interview!
9. What does your LinkedIn profile look like?
Consultants are client facing – if a client reaches out to you on this professional platform, do you represent yourself well? Do you represent who you are as a professional?
10. Experience isn’t a must, but be honest!
The demand for ERP solutions is quickly growing, and we need new talent to keep up. If you have the skills and not the experiences, just be honest. We build our project teams to support the growth of our employees, while also providing the best client solutions. We even have a full department dedicated to the growth of our employees! Everyone needs to start somewhere; why not start with the best? Apply today!
The CRM Minute: Dynamics 365 Has Arrived! [VIDEO]
It's official! Dynamics 365 has arrived, and we know you have a lot of questions. Lucky for you, we have a resident Dynamics 365 expert here at PowerObjects who can address those questions, help you understand what Dynamics 365 actually is, and alleviate any concerns you might be feeling with the change. Get all the answers from Cecilie in today's episode of The CRM Minute!
Dynamics 365 combines the current products of Dynamics CRM and Dynamics AX into a cloud-based system that allows users to choose between licenses that focus on individual "workloads" rather than specific products. As you heard from Cecilie, there really isn't much changing other than the way you license your products. PowerObjects is your one-stop shop for all things Dynamics 365. We are here and ready to answer any questions you may have. Reach out to your account representative to see what options are available for you moving forward.
Happy Dynamics 365'ing!