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Streamlining Custom Workflows with a Product Configurator for Business Central

about a year ago 13:49

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Kandungan disediakan oleh insightworks. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh insightworks atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode of Inside Insight, Ryan and Emma unpack the power of a Product Configurator for Dynamics 365 Business Central. Learn how this innovative tool automates the creation of production BOMs, routings, and quotes, while integrating seamlessly with MRP and MPS modules. They highlight the Advanced Rule Builder, explore real-world applications, and share how businesses of all sizes can boost efficiency, reduce errors, and increase profitability. Tune in to discover how a Product Configurator can transform your custom product workflows and set your business apart.

Product Configurator: https://CPQforDynamics.com
Insight Works: https://dmsiworks.com

… continue reading

29 episod

#Tech #insightworks

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Streamlining Custom Workflows with a Product Configurator for Business Central

Inside Insights - The Insight Works Podcast

published about a year ago

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In this episode of Inside Insight, Ryan and Emma unpack the power of a Product Configurator for Dynamics 365 Business Central. Learn how this innovative tool automates the creation of production BOMs, routings, and quotes, while integrating seamlessly with MRP and MPS modules. They highlight the Advanced Rule Builder, explore real-world applications, and share how businesses of all sizes can boost efficiency, reduce errors, and increase profitability. Tune in to discover how a Product Configurator can transform your custom product workflows and set your business apart.

Product Configurator: https://CPQforDynamics.com
Insight Works: https://dmsiworks.com

… continue reading

29 episod

#Tech #insightworks

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1
Transforming Production Scheduling in Business Central with Graphical Scheduler 14:36

18 days ago14:36

14:36

Production scheduling doesn't have to be a chaotic mess of spreadsheets and miscommunication. In this episode, Ryan and Emma take a deep dive into Graphical Scheduler, a free, fully integrated app for Microsoft Dynamics 365 Business Central that brings clarity and control to your shop floor. Whether you’re a planner juggling long-term capacity or a supervisor managing daily tasks, this visual tool lets you create role-based, customizable views, apply smart filters, drag-and-drop tasks, and keep everything in sync with your ERP. Discover how you can move from reactive to proactive operations—all without leaving Business Central. Website: https://SchedulerForDynamics.com/…

1
From Chaos to Counter Clarity: Streamlining Sales with Business Central 10:12

20 days ago10:12

10:12

In this episode, Emma and Ryan explore how businesses running trade desks or parts counters can simplify over-the-counter sales by leveraging what they already have—Microsoft Dynamics 365 Business Central. They unpack the benefits of the Counter Sales app from Insight Works, highlighting how it integrates professional-grade point of sale (PoS) functionality directly into Business Central. From real-time inventory visibility and barcode scanning to intuitive sales wizards, secure sales rep login, and intelligent product search, this episode breaks down how Counter Sales boosts efficiency, accuracy, and customer service at the front counter—without needing a separate PoS system. Whether you're juggling cash drawers or split payments, or just want better insights from your transactions, this one's for you. Website: https://posfordynamics.com/…

1
Shipping Made Simple: How Order Ship Express Transforms Parcel Shipping in Business Central 5:50

21 days ago5:50

5:50

Tired of jumping between carrier websites and retyping addresses? This conversational deep dive introduces OrderShip Express, a free app from Insight Works designed for Microsoft Dynamics 365 Business Central users who want to simplify domestic parcel shipping. Hosts Emma and Ryan walk through how the app uses real-time EasyPost rates and lets you generate shipping labels right from a sales order—no integrations, no cost, no headaches. Perfect for small to mid-sized businesses, this episode shows how to start automating your shipping workflow in under 10 minutes. Website: https://OrderShipExpress.com…

1
Building Quality In: Real-Time Inspection in Business Central with Quality Inspector 12:35

24 days ago12:35

12:35

In this episode of The Deep Dive, Ryan and Emma explore how manufacturers can stop chasing defects and start building quality into every stage of production. They focus on Quality Inspector, a tightly integrated app for Microsoft Dynamics 365 Business Central that automates inspections, enforces compliance, and enables data-driven decision-making. The duo discusses replacing spreadsheets and clipboards with mobile-friendly tools, setting automatic inspection triggers, and using real-time analytics to continuously improve processes. Whether you're assembling bicycles or manufacturing food products, this episode offers practical insights for improving quality management without slowing down your operation. Website: https://QualityForDynamics.com…

1
Smarter Shift Scheduling: Reducing Labor Costs and Boosting Efficiency in Business Central 6:49

25 days ago6:49

6:49

In this episode, we explore how manufacturers can balance labor costs with production demands using Shop Floor Insight, a manufacturing execution system for Microsoft Dynamics 365 Business Central. Hosts Ryan and Emma discuss the common challenges of overstaffing, understaffing, and inefficient scheduling—problems that can lead to higher costs, missed deadlines, and employee dissatisfaction. We break down how Shop Floor Insight streamlines shift scheduling with automated shift rotations, a real-time visual calendar, and seamless payroll integration. Discover how data-driven scheduling reduces unnecessary overtime, improves productivity, and helps manufacturers make informed staffing decisions. With real-world examples, including how one company reduced Monday morning burnout by adjusting Sunday overtime, this episode highlights the tangible benefits of smarter labor management. If you're looking to lower labor costs, boost efficiency, and keep employees happy, this is a must-listen episode! Website: https://ShopFloorForDynamics.com…

1
Optimizing Order Fulfillment in Dynamics 365 Business Central: A Deep Dive into the Order Fulfillment Worksheet 13:11

26 days ago13:11

13:11

Many businesses using Microsoft Dynamics 365 Business Central struggle with efficient order fulfillment due to limited real-time visibility, manual stock allocation, and a lack of automated prioritization. In this podcast, Ryan and Emma explore common fulfillment bottlenecks, from inefficient inventory tracking to manual order processing, and discuss how the Order Fulfillment Worksheet helps overcome these challenges. By automating stock allocation, optimizing pick lists, and proactively managing backorders, businesses can significantly reduce errors, speed up fulfillment, and improve customer satisfaction. Tune in to learn how smarter tools can streamline your order fulfillment process and enhance operational efficiency. Website: https://FulfillmentForDynamics.com…

1
Mastering Freight Pricing in Business Central: A Deep Dive into Dynamic Ship 10:03

27 days ago10:03

10:03

In this episode of The Deep Dive, we tackle the challenges of shipping costs in Microsoft Dynamics 365 Business Central and explore how Dynamic Ship can streamline freight pricing. Hosts Ryan and Emma break down the limitations of Business Central’s built-in shipping features and demonstrate how Dynamic Ship’s automation, freight price rules, and flexible pricing strategies can optimize operations. They also discuss how businesses can turn shipping costs into a competitive advantage rather than just an expense. Whether you're looking to reduce manual effort, improve accuracy, or strategically leverage shipping costs to boost sales and customer loyalty, this episode is packed with valuable insights. Dynamic Ship: https://ShippingForDynamics.com/DynamicShip…

1
Revolutionizing Inventory Management: How Advanced Inventory Count Enhances Business Central 13:48

28 days ago13:48

13:48

Inventory management is the backbone of any successful business, but standard counting tools in Microsoft Dynamics 365 Business Central often fall short—causing inefficiencies, errors, and bottlenecks. In this deep dive, Ryan and Emma explore the limitations of traditional inventory counting and unveil how Advanced Inventory Count transforms the process. From enabling multi-user access and dynamic filtering to barcode integration and real-time validation, this solution streamlines inventory tracking, reduces errors, and accelerates operations. The discussion also highlights warehouse optimization strategies, including zoning, storage solutions, and employee training—key factors that maximize efficiency. For businesses struggling with manual processes or outdated systems, this episode is a must-listen, offering actionable insights on leveraging Advanced Inventory Count to optimize operations, cut costs, and improve overall inventory accuracy. Website: https://InventoryForDynamics.com…

1
Streamlining Maintenance with Business Central’s Maintenance Manager App 6:53

5 weeks ago6:53

6:53

Maintenance chaos—lost paperwork, missed checks, and costly breakdowns—ends here. In this episode, Ryan and Emma explore the Maintenance Manager app for Dynamics 365 Business Central, a CMMS that streamlines scheduling, asset tracking, and spare parts management. Learn how proactive maintenance reduces downtime, how technicians can manage tasks on the go, and why seamless Business Central integration eliminates inefficiencies. Plus, discover how it works with MxAPS, Shop Floor Insight, and Warehouse Insight for a fully optimized workflow. Stop reacting to failures—start planning smarter. Maintenance Manager: https://MaintenanceForDynamics.com…

1
ISV Sprawl vs. One-Stop Shop: Choosing the Right Business Central Apps 6:35

5 weeks ago6:35

6:35

Is it better to work with a single ISV for all your Business Central needs, or should you mix and match apps from multiple vendors? In this episode, Ryan and Emma explore the pros and cons of ISV consolidation, breaking down key factors like interoperability, support, and scalability. Learn how businesses can avoid ISV sprawl, streamline operations, and ensure seamless integration. But is putting all your eggs in one software basket the right move? Tune in for an in-depth discussion on making the best choice for your Business Central setup. Website: https://dmsiworks.com…

1
Mastering Inventory Counts in Business Central: How Advanced Inventory Count Saves Time & Boosts Accuracy 9:14

5 weeks ago9:14

9:14

Struggling with slow, error-prone inventory counts? In this episode, Ryan and Emma dive into how businesses can streamline their inventory processes in Microsoft Dynamics 365 Business Central. Learn how tools like Advanced Inventory Count eliminate manual errors, reduce counting time by up to 90%, and enable real-time reconciliation. Hear real-world success stories, including how one company cut a four-day count down to just one day. Whether you're using spreadsheets or looking to optimize your existing system, this episode is packed with insights to help you take control of your inventory. Advanced Inventory Count: https://InventoryForDynamics.com…

1
Unlocking Efficiency: How MES & Shop Floor Insight Transform Business Central for Manufacturers 11:53

6 weeks ago11:53

11:53

Manufacturers using Microsoft Dynamics 365 Business Central often struggle to bridge the gap between planning and execution. In this episode, we explore how Shop Floor Insight—a Manufacturing Execution System (MES) solution—closes that loop with real-time production data, barcode scanning, and seamless Business Central integration. Join Ryan and Emma as they break down how manufacturers can track labor costs, reduce waste, optimize workflows, and make smarter, faster decisions. Learn from real-world examples, uncover key benefits, and discover why an MES solution like Shop Floor Insight is a game-changer for scaling operations. Tune in to transform your shop floor efficiency today! Shop Floor Insight: http://ShopFloorForDynamics.com/…

1
From Basics to Advanced: Warehouse Optimization with Business Central 19:01

11 weeks ago19:01

19:01

Join Ryan and Emma as they unpack warehouse management with Dynamics 365 Business Central, featuring insights from an Insight Works white paper. Discover how to choose between basic and advanced setups, master tools like directed put-away and bin management, and tackle common challenges like manual processes and data silos. Learn how Insight Works apps like Warehouse Insight and Dynamic Ship can revolutionize operations. Packed with practical tips and real-world examples, this episode is your blueprint for building a smarter, more efficient warehouse. Don’t miss it! White Paper: Mastering Warehouse Management with Business Central and Insight Works Apps…

1
Transforming Inventory Management with Business Central: Inside the Enhanced Planning Worksheet 15:38

13 weeks ago15:38

15:38

In this episode of Inside Insight , we dive deep into the Enhanced Planning Worksheet, a powerful tool for Microsoft Dynamics 365 Business Central. Hosts Ryan and Emma explore how this feature transforms inventory and purchasing processes, offering businesses real-time visibility, data-driven insights, and automation to streamline operations. Discover how advanced capabilities like multi-location planning, vendor insights, and demand forecasting can empower businesses to move from reactive to proactive management. Whether you're a manufacturer, distributor, or retailer, learn how this solution enhances efficiency, strengthens supplier relationships, and prepares you for growth in today’s dynamic marketplace. Tune in to find out how to simplify complexity and achieve peace of mind in your business operations. Enhanced Planning Worksheet: https://dmsiworks.com/apps/enhanced-planning-worksheet…

1
Quality Control in Business Central: The Power of Insight Works' Quality Inspector App 6:42

13 weeks ago6:42

6:42

In this episode, Ryan and Emma dive into the transformative impact of the Quality Inspector app by Insight Works, designed specifically for Microsoft Dynamics 365 Business Central. They explore how this app simplifies quality management through customizable test plans, automated event-driven inspections, and real-time data capture via mobile devices. Seamless integration with Business Central, Microsoft Teams, and Power BI turns inspection data into actionable insights, empowering businesses to enhance efficiency, ensure compliance, and improve customer satisfaction. Whether you're managing inspections on the factory floor or analyzing trends in the boardroom, this discussion will show you how the Quality Inspector app can redefine your approach to quality control within Business Central. Tune in to learn how to streamline workflows, reduce defects, and make quality a seamless part of your operations! Quality Inspector: https://QCforDynamics.com…

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Inside Insights - The Insight Works Podcast

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1
Revamping Manufacturing: Sotech's Journey with Dynamics 365 Business Central 13:09

15 weeks ago13:09

13:09

Join Ryan and Emma on "Inside Insight," as they explore the transformative journey of Sotech, a leader in sustainable building facades. This episode delves into how Sotech revolutionized its manufacturing processes by implementing Dynamics 365 Business Central, overcoming challenges with bespoke production and inventory management. Discover the crucial role of Insight Works in streamlining operations and hear firsthand about the innovative solutions that enabled Sotech to enhance efficiency, reduce errors, and achieve scalability. Whether you're a manufacturing enthusiast or a Business Central user, this episode offers valuable insights into leveraging technology for business growth and operational excellence. Advanced Inventory Count: https://InventoryForDynamics.com Product Configurator: https://CPQforDynamics.com Shop Floor Insight: https://ShopFloorForDynamics.com Warehouse Insight: https://WMSforDynamics.com Insight Works: https://dmsiworks.com…

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Inside Insights - The Insight Works Podcast

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1
Case Study: Overcoming Growing Pains with Shop Floor Optimization 14:50

17 weeks ago14:50

14:50

In this episode of Inside Insight, Ryan and Emma explore the transformative journey of AGIS, an engineering and fabrication powerhouse in Australia. Facing rapid expansion and growing pains, AGIS tackled their challenges head-on with a three-part plan, including the integration of Shop Floor Insight by Insight Works. Discover how this innovative solution, alongside ERP and analytics tools, streamlined operations, reduced delays, and improved efficiency. Whether you’re managing a large-scale operation or a small workshop, this episode offers actionable insights to optimize your shop floor and reach your full potential. Shop Floor Insight: https://ShopFloorForDynamics.com Insight Works: https://dmsiworks.com…

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1
Transforming SMB Shipping with Microsoft Dynamics 365 Business Central 21:57

20 weeks ago21:57

21:57

In this episode of Inside Insight, hosts Ryan and Emma explore Dynamic Ship, a comprehensive shipping solution designed for SMBs operating within the Microsoft Dynamics 365 Business Central environment. The conversation dives into how Dynamic Ship streamlines shipping operations, enhances customer experiences with branded tracking, and boosts operational efficiency through real-time rate comparisons and analytics. From scalability and sustainability to cybersecurity and employee satisfaction, this episode unpacks the many facets of Dynamic Ship, demonstrating its potential to empower businesses to thrive in an evolving logistics landscape. Join us for practical insights and real-world examples of how this tool can reshape your approach to shipping and logistics. Dynamic Ship: https://ShippingForDynamics.com Insight Works: https://dmsiworks.com…

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Inside Insights - The Insight Works Podcast

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1
Streamlining Custom Workflows with a Product Configurator for Business Central 13:49

20 weeks ago13:49

13:49

In this episode of Inside Insight, Ryan and Emma unpack the power of a Product Configurator for Dynamics 365 Business Central. Learn how this innovative tool automates the creation of production BOMs, routings, and quotes, while integrating seamlessly with MRP and MPS modules. They highlight the Advanced Rule Builder, explore real-world applications, and share how businesses of all sizes can boost efficiency, reduce errors, and increase profitability. Tune in to discover how a Product Configurator can transform your custom product workflows and set your business apart. Product Configurator: https://CPQforDynamics.com Insight Works: https://dmsiworks.com…

I

Inside Insights - The Insight Works Podcast

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1
Optimizing Order Fulfillment with Dynamics 365 Business Central 6:47

20 weeks ago6:47

6:47

In this episode of Inside Insight, Ryan and Emma dive deep into the Order Fulfillment Worksheet app by Insight Works, a powerful tool designed to supercharge Dynamics 365 Business Central. Discover how this app delivers real-time insights, proactive backorder management, and enhanced control to streamline your order fulfillment processes. Whether you're a small-to-medium business or handling high order volumes, this episode explores the app's key features, including automated pick and shipment creation, inventory management, and customer prioritization. Tune in to learn how to boost efficiency, improve customer satisfaction, and make smarter, data-driven decisions for your business. Order Fulfillment Worksheet: http://FulfillmentForDynamics.com Insight Works: https://dmsiworks.com…

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Inside Insights - The Insight Works Podcast

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1
Sign Zone’s Business Central-Powered Manufacturing Makeover 12:46

20 weeks ago12:46

12:46

In this episode of Inside Insight , Ryan and Emma take you on a journey through Sign Zone’s remarkable transformation from operational chaos to streamlined efficiency. Discover how this leading visual communication and display manufacturer tackled overwhelming production challenges with the help of Microsoft Dynamics 365 Business Central and key add-ons like Warehouse Insight, Shop Floor Insight, and MxAPS. Learn how strategic planning, advanced technology, and a focus on empowering employees not only optimized their production but also revolutionized their company culture and sparked innovation. Tune in to uncover actionable insights for any organization looking to embrace change and drive sustainable success! Sign-Zone: https://www.signzoneinc.com Insight Works: https://dmsiworks.com Warehouse Insight: https://WMSforDynamics.com Shop Floor Insight: https://ShopFloorForDynamics.com MxAPS: https://SchedulingForDynmiacs.com…

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How KONG Transformed Inventory Management with Insight Works 13:37

21 weeks ago13:37

13:37

Discover how KONG, the iconic dog toy brand, tackled their inventory challenges and achieved remarkable efficiency gains with Insight Works' Warehouse Insight and Advanced Inventory Count apps. By transitioning from manual tracking methods to real-time barcode scanning, KONG reduced their annual inventory count time from a year to mere days. This case study dives into KONG's journey, highlighting the benefits of accurate inventory management—from faster shipments and higher customer satisfaction to reduced waste and improved profitability. Learn how this transformation, backed by technology, allowed KONG to streamline operations, scale their business, and meet global demand while empowering their employees with intuitive tools. This story illustrates how any business can harness the right tools to overcome logistical challenges and unlock growth. KONG website: https://www.kongcompany.com/ Advanced Inventory Count: https://InventoryForDynamics.com/ Warehouse Insight: https://WMSforDynamics.com/ Insight Works: https://dmsiworks.com/…

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Mastering Logistics: A Success Story with Punt-uit and the Order Fulfillment Worksheet 11:13

21 weeks ago11:13

11:13

Join hosts Ryan and Emma on Inside Insight as they explore how Punt-uit, a high-volume e-commerce leader, tackled their logistics challenges with the Order Fulfillment Worksheet app by Insight Works. Discover how a simple but powerful tool helped them streamline over 500,000 orders annually, cut errors, and achieve scalability. From app sourcing on Microsoft's AppSource to practical implementation, this episode dives deep into strategies that are reshaping modern distribution. Listen in to see how the right technology can transform complex workflows into a seamless experience. Punti-uit website: https://www.punt-uit.nl/ Order Fulfillment Worksheet: http://FulfillmentForDynamics.com/ Insight Works: https://dmsiworks.com/…

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Modernizing the Digital Landscape: Melco and OESD’s Journey to Cloud-Enabled Efficiency with Dynamics 365 Business Central 6:59

22 weeks ago6:59

6:59

In this episode of Inside Insight , hosts Ryan and Emma explore the digital transformation of Melco International and Oklahoma Embroidery Supply and Design (OESD), two subsidiaries of Bernina International AG. Facing outdated software that stunted growth and efficiency, Melco and OESD partnered with ArcherPoint to migrate from legacy systems to Microsoft Dynamics 365 Business Central. This cloud transition unified their databases, automated shipping with Dynamic Ship, and enhanced receivables with AR Collections and eBiz solutions. Discover how these upgrades streamlined operations, elevated customer experience, and positioned Melco and OESD to leverage technology as a driving force for growth, showing the power of good partnerships and the rewards of embracing change. Microsoft Partner ArcherPoint: https://archerpoint.com/ Melco: https://melco.com/ OESD: https://oesd.com/ Dynamic Ship: https://ShippingForDynamics.com/ AR Collections: https://www.plumblineconsulting.com/dynamics-365-business-central/ar-collections/ EBizCharge: https://ebizcharge.com/…

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Case Study: Outgrowing QuickBooks—How Horizon Stone Transformed Operations with Business Central 14:28

22 weeks ago14:28

14:28

In this episode of Inside Insight, hosts Ryan and Emma dive into the real-life journey of Horizon Stone, a company that hit a wall with their outdated tools and chose to level up with Microsoft Dynamics 365 Business Central. From streamlining manufacturing operations to enhancing warehouse accuracy with the Warehouse Insight app, discover how Horizon Stone embraced digital transformation to achieve a more efficient, connected, and customer-centric business. Ryan and Emma break down the lessons learned, offering valuable takeaways for businesses looking to optimize operations, increase transparency, and empower their teams. Join us for an engaging conversation on leveraging tech to unlock new levels of success—no matter the industry! Website: https://dmsiworks.com/case-studies/outgrowing-quickbooks-a-manufacturing-companys-journey-to-dynamics-365-business-central…

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Unlocking Production Efficiency: A Deep Dive into the Graphical Scheduler 6:44

22 weeks ago6:44

6:44

In this episode of Inside Insight , hosts Ryan and Emma explore the Graphical Scheduler, a powerful, free app for Microsoft Dynamics 365 Business Central. Discover how this hidden gem streamlines production scheduling with features like drag-and-drop visuals, real-time adjustments, and enhanced team collaboration. Ideal for production managers, supervisors, and supply chain professionals, the Graphical Scheduler makes it easy to tackle bottlenecks, align schedules with inventory, and save valuable time. Tune in to see how you can optimize your workflow and stay competitive without breaking the bank! Website: https://SchedulerForDynamics.com…

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Effortless Document Management in Business Central: A Deep Dive into DocXtender 5:38

22 weeks ago5:38

5:38

In this episode of Inside Insight , Ryan and Emma unpack the powerful features of DocXtender, the free app that simplifies document management for Microsoft Dynamics 365 Business Central users. From organizing files directly within Business Central to seamless SharePoint integration, DocXtender allows users across all departments—from finance to project management—to efficiently manage documents with a simple drag-and-drop interface. Discover how DocXtender can streamline workflows, enhance security, support sustainability efforts, and even drive your organization closer to a paperless office. If document chaos is slowing you down, tune in to learn how DocXtender could be the answer you’ve been searching for. Learn about DocXtender: https://DocXtender.com…

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The Ultimate Guide to Choosing a Mobile Device for Business Central 14:11

22 weeks ago14:11

14:11

Join us as we dive into everything you need to know about choosing the right mobile device for Business Central. In this episode of Inside Insight , hosts Ryan and Emma break down the essential features — from ruggedness and scan range to battery life and MDM options — to help you make the best choice for your unique workflow. Discover how a well-matched mobile device can streamline your operations, enhance accuracy, and drive productivity in real-world settings. Whether you're in manufacturing, distribution, or retail, this episode is packed with practical tips and expert guidance to navigate the often overwhelming landscape of mobile computers. Listen in to boost your Business Central setup and make a smart, impactful tech investment!…

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Beyond the Smartphone: Why Purpose-Built Mobile Devices Dominate the Warehouse 6:46

22 weeks ago6:46

6:46

In this episode of Inside Insight , Ryan and Emma explore why consumer-grade smartphones don’t work well in warehouses. They reveal how purpose-built mobile devices excel in durability, battery life, scanning, and security—key factors for fast-paced environments. Discover why these rugged tools are essential for smooth operations and the unsung heroes of the supply chain. Perfect for anyone curious about tech’s critical role in modern warehousing!…

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