Carbon & Finch

What an amazing evening at the Digital Revolution Awards ceremony in London last night! While we didn’t win, we still have a great time and it was a real honour to be shortlisted for 'Best Microsoft Partner to Work For' and for our CEO, Jimmi Jakobsen, to be nominated for 'Outstanding Leader of the Year'. Well done to all the winners and nominees, and thank you to Tom Allen for hosting this incredible evening!

With the holiday season upon us, the team at Carbon & Finch is taking a moment to reflect on the past year and look ahead to 2025. 2024 has been an incredible year for us, filled with exciting moments. We welcomed new clients, experienced significant developments, and reached new milestones. 👏 Thank you to everyone for your support over the past year. 🎄Merry Christmas from Carbon & Finch🎄

Choosing the Right Microsoft Dynamics 365 Partner 70% of digital transformation projects don’t meet their goals. Nearly half of those failures come down to one thing: poor implementation partner selection. Your Microsoft Dynamics 365 partner will shape everything from your system’s setup to its long-term success. It’s not just about technical skills—it’s about finding someone who understands your business challenges and can deliver practical solutions. Here’s a glimpse of what’s covered in the blog: - Understand Your Needs: Have a clear picture of your system pain points and goals before engaging a partner. - Evaluate Credentials: Certifications, industry experience, and real-world case studies matter. Check how they’ve handled projects like yours. - Look at Methodology: Whether it’s agile, waterfall, or hybrid, their approach should fit your organisation’s needs. - Post-Implementation Support: Don’t just focus on setup; choose a partner who offers robust support and ongoing optimisation. Choosing the right partner isn’t just important—it’s the foundation for success. Want to dig deeper? Read the full guide. 👇 #MicrosoftDynamics365 #TechStrategy #BusinessGrowth

🤝 Finding the Best Microsoft ERP Partner: What You Should Know Choosing an ERP partner can feel overwhelming. Get it wrong, and you’re looking at blown budgets, missed deadlines, and underperforming systems. In fact, over 75% of ERP projects exceed their planned costs—poor partner selection is often why. Here’s how to cut through the noise: - Check certifications. Microsoft’s Solutions Partner designation isn’t fluff—it’s based on performance, certifications, and customer success. Look for it. - Prioritise industry knowledge. Whether it’s manufacturing or healthcare, a partner with experience in your sector will understand your challenges better. - Ask about methodology. A mix of structure and adaptability works best. Partners blending waterfall planning with agile execution are worth considering. - Review post-launch support. ERP success doesn’t end at deployment. Strong support and training can make all the difference. If you’re weighing up ERP partners, take a look at the full guide. It’s packed with practical advice to help you evaluate potential partners and avoid common pitfalls. 🔗 Read the full blog, insights to help you make a smarter choice. 👇 #ERPSelection #MicrosoftERP #TechStrategy #BusinessEfficiency

Do your accounting processes feel more manual than they should? If you’re spending too much time on data entry, struggling to keep up with reports, or finding errors in financial statements, you’re not alone. Many SMEs face the same challenges as they grow. Here’s what this blog covers: - How manual tasks and outdated systems could be holding your business back. - The cost of errors from human data entry (spoiler: they’re more common than you think). - Why real-time reporting and inventory tracking matter for scalability. You’ll also learn about solutions like Dynamics 365 Business Central that simplify your processes, improve accuracy, and save you time. Sound familiar? This might be worth a read 👇 #SMEAccounting #BusinessCentral #FinancialManagement #AccountingSoftware

Top Feature Updates in Dynamics 365 Business Central Wave 2 (2024) Microsoft's latest updates to Dynamics 365 Business Central bring improvements to make your business operations more efficient. If you’re using Business Central, here are some of the highlights from the Wave 2 updates that might impact how you work: - Subscription Billing: Manage recurring billing for items and services with ease, including automated revenue recognition. Great for subscription-based businesses. - Field Service Integration: Simplifies connecting field service operations with your financial data for better coordination and decision-making. - Improved Shopify Integration: Handle product variants (like size or colour) directly within Business Central, making inventory management smoother. AI Features You Can Actually Use: - Copilot now assists with sales lines creation and bank reconciliations, cutting down manual effort. - You can also generate accurate product information faster with AI tools built into the system. Better Admin Control: Updates now have a longer rollout period—5 months instead of 60 days—so you can plan changes more comfortably. If your business is already on Dynamics 365, these updates could streamline a lot of the heavy lifting. Interested in learning more about these features and how to use them effectively? Read our full blog post on this update! #Dynamics365 #BusinessCentral #BusinessManagement #TechUpdates #CarbonAndFinch

Integrating Payroll with Dynamics 365 HR Managing payroll can get messy, especially if your systems aren’t talking to each other. Integrating your HR and payroll processes with Microsoft Dynamics 365 Human Resources can change that. Here’s what it offers: - Centralised employee data for fewer errors - Automated leave and time tracking to simplify payroll calculations - Real-time insights into workforce costs If you’re already using Dynamics 365, integrating payroll could save you time and reduce admin headaches. The blog covers: - How to prepare your existing systems for integration - Steps to connect your payroll software to Dynamics 365 - Practical tips to avoid data mismatches This isn’t about adding complexity—it’s about simplifying your operations and keeping employees happy with accurate, on-time payments. 📖 Read the guide for detailed steps and best practices #PayrollIntegration #MicrosoftDynamics365 #HRManagement #EfficiencyMatters

Using Microsoft POS in Dynamics 365 for Retail to Maximise Efficiency 🖥️📊 Retail operations are all about keeping things moving. Microsoft POS in Dynamics 365 for Retail makes it easier to manage sales, stock, and customer experiences all in one place. Here’s how you can make it work for you: - Smooth Transactions: Configure payment methods like credit cards and gift cards, or accept contactless and mobile payments to keep the lines moving. - Offline Capability: No Wi-Fi? No problem. The system works offline, so your store doesn’t grind to a halt during network issues. - Inventory Visibility: Track stock levels in real-time across multiple locations to avoid overstocking or running out. - Customised Layouts: Tailor the POS interface for faster user adoption and a seamless checkout experience. It’s not just about tech—it’s about making your day-to-day operations more efficient and your customers happier. 💡 Tip: Regularly monitor your sales data to identify trends and refine your strategy. Want the full guide? Read it here 👇

💻 How to Boost Efficiency with Dynamics 365’s Top Features Improving operational efficiency doesn’t have to be complicated. With Microsoft Dynamics 365, there are smart tools designed to streamline your workflows and save time. Here are a few highlights: - Embedded Analytics with AI: Access real-time insights to make data-driven decisions quickly and accurately. - Inventory Optimisation: Use real-time stock data to reduce overstock and avoid running out of key items. - Streamlined Financial Management: Automate accounts payable/receivable workflows to reduce manual errors and free up your team’s time. - Microsoft Teams Integration: Improve team collaboration with built-in communication tools directly in Dynamics 365. These are just a few of the features that can help you work smarter, not harder. Curious about how Dynamics 365 can help your business run more efficiently? Read more here: https://vist.ly/3mmsmzu #Dynamics365 #OperationalEfficiency #MicrosoftTools

💡 Curious about managing vendor consignment inventory in Dynamics 365? It can be a game-changer for your supply chain – stock on-site without actually owning it until needed. Here’s a sneak peek into what’s covered in our latest blog: - Set up your consignment process right – Creating inventory owners and tracking dimensions in Dynamics 365 is the foundation. - Streamline replenishment – Learn how consignment replenishment orders can keep stock levels optimal without upfront ownership. - Automate ownership transfer – From consigned to owned, Dynamics 365 makes the transition seamless with its Ownership Change Journal. This approach helps keep cash flow steady while ensuring your inventory management stays efficient and responsive. 📦 #SupplyChainManagement #Dynamics365 #InventoryManagement