1000’s of Microsoft Customers Get Insights at Dynamics Summit- Join them.

Dynamics Summit Schedule

Dynamics Summit 2016 is the can’t-miss annual conference for Microsoft Dynamics users.  The training conference blends special access to Microsoft leadership with an incredible peer-to-peer knowledge exchange. This annual conference attracts thousands of Dynamics users with its:

  • insightful keynotes
  • product roadmaps
  • focused learning
  • optimal networking

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Clients First Texas Clients First Minnesota

Discover Clients First Texas & Clients First Minnesota

Meet the Staff at Clients First Texas & Clients First Minnesota

Clients First Texas and Clients First Minnesota recently had its annual team meeting held at the Gaylord Texan. I just have to share how honored I feel to be a part of such a brain trust. Our ERP team has over 200 years of experience and profound manufacturing depth. What is absolutely fabulous about this meeting is that the team actually get to meet face to face as we generally just use technology to communicate since the team members are truly global.  Above is how we generally see each other throughout the day: Read more

Watch Dynamics ERP & CAD Integration Webinar Video

CAD to ERP Integration

I am pleased that we had so much interest in our presentation of CADLink to Dynamics AX.   Of course CADLink works with Dynamics NAV, Acumatica and most all ERP solutions even though the ones we represent are the best!  CADLink is important to us because the customers and prospects at Clients First are either a MRO (maintenance, repair and overhaul) in the aviation or heavy equipment industry or they are a complex discrete manufacturer.  Even our MRO clients have a CAD and BOM requirement since they often are re-engineering and re-manufacturing engines, turbines or other equipment.

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Attend Lunch & Learn – Mfg. Lean Transformation Event

Attend Lunch & Learn - Manufacturing Lean Transformation EventJoin the Garland Chamber of Commerce, the Dallas County Manufacturers’ Association (DCMA) and TMAC for Lunch & Learn – Manufacturing Lean Transformation Event

Presentation: The Journey of Lean In A Traditional Business Given By Chief Financial Officer, Duane Prentice, of Hatco Inc. 

Duane enabled breakeven EBITDA for a business which had lost $100M EBIT over the preceding four years (including a$37M EBIT loss in prior year) and generated a $23M positive free cash flow.  He knows LEAN! Read more

Join Our Launch Event Showcasing The New Dynamics AX

Launch Event Showcasing The New Dynamics AX

Join Clients First Texas as we are hosting a launch event on the new Microsoft Dynamics AX on March 8th or 9th, 2016.  Discover the new features of this powerful business technology written entirely written in HTML 5 with a code upgrade, that is a true Cloud ERP Offering.  This will allow Dynamics AX to be used across any internet enabled device.

Learn how Microsoft Dynamics AX can help you increase the speed of doing business.

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Secrets Of Obtaining Easier Business Approvals Using NAV Workflows

Microsoft Dynamics NAV workflow functionality making business processes easier.Microsoft Dynamics NAV Workflow Functionality

Who doesn’t like work being easier? Microsoft Dynamics NAV makes work processes almost painless through new features in the 2016 version like posting previews and workflows.  NAV workflows ensure your business follows best practices by automating approval requests and request notifications.   What makes this functionality even more impressive in Microsoft Dynamics NAV 2016, is that your business can use more than 20 workflow templates to connect business processes according to best practices.

Anyone with appropriate permissions can design a workflow by creating or modifying workflow steps and selecting from lists of events and responses. A workflow designer can build sophisticated workflows, without the need of adding application code.   For example your sales team would like to sell a finished good that has slim margins since they have some latitude on pricing.  However, if they price an item below a certain margin percentage a workflow could kickoff that would require the controller, sales manager and/or the CFO to approve the order prior to shipping.  This is especially important to manufacturing companies and of course any distributor.

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Pillars of Hope, Clients First Staff Making A Difference!

hope painting paper picOur own, Hope Enochs, helped complete Pillars of Hope in East Texas.  The purpose of the project was to bring life and color to the area where so many
ministries serve the homeless in Tyler, Texas.  Spearheaded by Stephanie Vasso: Hope and Kerian Massey, also, started working on the pillars of hope in late October with a partnership between TxDOT, the City of Tyler, and the Highway 80 Rescue Mission.
“I just noticed these columns and they were so sterile, and yet there was so much beauty going on down here. So I just felt this calling to bring the beauty out into the columns,” Vasso said. Read more

9 Reasons to Buy Dynamics NAV Other Than The Price Tag!

Business people celebrating Dynamics NAV is on sale

Updated March 29, 2018:  The latest Dynamics NAV is released on April 2, 2018 and for the SaaS version the name is Dynamics 365 Business Central.  Read more here: What’s New with Dynamics NAV: 365 Business Central

Microsoft Dynamics NAV, may be the answer to your SMB if your company is still using entry level accounting software, and not getting the results you need to run your business optimally.  NAV is an innovative flexible solution that is fast to configure and deploy, simple to use and gives you the insight you need to grow your business. Read more

US Manufacturing: Factors Driving the Resurgence

Nothing excites me more than the resurgence of US manufacturing. It’s comeback has a multiplier effect on the US economy, for every dollar in final sales of manufactured products, $1.33 goes into output.  This effect accounts for the largest multiplier of any sector in the economy.  I came across this article by Seeking Alpha and condensed it below.  The article describes the continued growth in US manufacturing.

(Read the full article at Seeking Alpha). Read more

Women Who Work Wonders In Manufacturing

Superhero business woman using laptop computer with white wall background, great for your design or text, asian

More than anything, I want to champion strong, smart and courageous women.  I polled far and wide to find such women in the manufacturing industry.  While most industries are split along the same fifty-fifty line of the population, manufacturing’s population of women is only about 25%.

From the shop floor employee to a c-level executive, let me introduce two women we are nominating for STEP awards in manufacturing:  Cielito Toledo Matienzo, and Elizabeth Pospick. Read more