Pattern Energy, a company that develops and operates wind and solar energy generation projects around the world, had many years invested into a Microsoft Dynamics AX 2009 ERP solution that was on-premises and highly customized. But by 2018 they knew that their aging system needed to be replaced. On this episode, Nick Tavenier, the ERP systems analyst at Pattern Energy discusses some of the company's experiences in moving away from AX 2009 as they evaluated new options and eventually committed to Dynamics 365 Finance and Supply Chain Management in the cloud. He discusses his team's experiences planning and executing their migration project, work with third party solution vendors in areas like security, governance, and financial management, and how they have maintained an engaged core ERP team even after their go-live. Show notes: 1:30 – Some history on Pattern Energy's operations and use of Dynamics AX 2009 3:00 – Comparing D365 with Tier 1 & 2 ERP options, as well as looking at AX 2012 as a full or temporary potion 5:00 – Planning to migrate from AX 2009 – Custom and ISV solution needs 7:00 – How Pattern envisioned processes with stock D365FO features and standard use patterns 9:00 – areas of D365FO that Pattern will use based on the complexities of their organization – multi-entity, multi-company, financial consolidation, etc. and new features Microsoft is adding or acquiring 12:30 – Making the decision of cloud vs on-prem D365 and how mindsets had to be changed 13:30 – Connecting with other AX to D365FO customers about the complications around implementation projects in areas like entity hierarchy, data management, and customization 16:30 – Training developers and IT experts on security management, customization techniques 18:45 – Adopting the "One Version" model from Microsoft, and where they have found challenges, including governance and regulatory compliance 22:30 – The importance of voicing concerns and starting a dialog with Microsoft, and why there seems to be a clean slate with the introduction of ERP in the cloud 25:00 – How Pattern uses an internal product manager and others to champion the solution 28:30 – Navigating the internal ownership and duties between the IT and the business 31:00 – How D365FO fits in alongside the organization's other Microsoft investments like Azure and Power BI 33:30 – Why record sharing between entities within D365FO has become a challenging matter from a technical and functional perspective https://www.youtube.com/watch?v=S95ZyQ_bDuc

Green Roads is the leading privately held manufacturer and distributor of CBD products in North America. Once running on QuickBooks and Excel, they quickly realized there was a need for real-time information that would allow them to make decisions and meet the opportunities that were in front of them – this is when Green Roads knew they needed Microsoft Dynamics 365. Watch the video to hear firsthand from Dale Baker, President and COO of Green Roads of Florida, LLC on why they worked with Alithya to implement Dynamics 365. LinkedIn: https://www.linkedin.com/company/alithyamicrosoftpractice Contact us: https://www.alithya.com/en/contact-us Learn more about Alithya's Microsoft practice here: https://www.alithya.com/en/technology-partners/microsoft-solutions #MicrosoftDynamics365 #Alithya #ERP #GreenRoads https://www.youtube.com/watch?v=RsAZADJZgvU

In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Field Service. This feature makes it easier to create unique asset properties and associate them with different assets. The ability to manage different types of assets and easily keep track of key product details, usage, and service information is important to deliver effective service. Additionally, it becomes much easier to track changes to the asset properties over time. Asset properties allow customers to easily define the different attributes that characterize an asset. Common examples can include make, model, serial number, size, dimensions, and last service date. This feature also allows you to display properties dynamically based on the asset and keeps track of how asset properties change over time, like an audit. Understanding asset properties is a foundational capability that enables future capabilities like usage-based maintenance. Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2020RW2/FieldService Product updates
Stay up to date on latest product updates: https://aka.ms/Updates/FieldService Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/FieldService Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/FieldService Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/FieldService User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/FieldService Upcoming events
Find and register for in person and online events: https://aka.ms/Events/FieldService Product trials
Get started with Dynamics 365: https://aka.ms/Trials/FieldService Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: https://explore.dynamics.com/h/ Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #Microsoft #MSDyn365 https://www.youtube.com/watch?v=dhruNqBXMgw