Caf2Code LLC

Your Dynamics 365 custom roles are costing you money. Lots of it. Seriously. How? Security roles consist of:  • privileges  • duties  • sub-roles Each of these grants a certain level of specific access. Most of the time, out-of-the-box roles consist of access that triggers one license type. The "Human resource manager" role has privileges and duties that touch the full HR base license. This one license - one role model quickly changes with custom roles. Let's look at one example A company gets RandomConsultant to implement Dynamics for them. RandomConsultant likes to churn through clients. 😤 They create roles without any thought. NosyNancy tells RandomConsultant she needs this list of access. RandomConsultant creates the role with NosyNancy's wishlist. The role? With only five duties assigned to it? Triggers five FULL licenses. That's a really expensive role. This is an extreme example but the message still stands. You must review your custom roles. Evaluate the necessities of the end-users. Does NosyNancy really need to be able to update employee marital status? Drill into the duties, and privileges to ensure you have only what you need And nothing more. Microsoft can tell if you are using modules outside of your license. It doesn't pay to be out of compliance. And it doesn't bring you value to be overlicensed either. To Recap: • Create security roles with licensing in mind. • Only assign duties and privileges to roles that are absolutely necessary. • Do not assign roles to users who don't need that level of access. • Create a system for regularly evaluating your licensing and roles to stay compliant. What am I missing? If this is all too much, don't worry the Caf2Code LLC team is happy to help. Reach out to us for more information and to answer your questions. --- PS Follow #Caf2Code for insights and tips from our team. 

It's that time again! Here is the latest guide in our Licensing 101 series. Today, we dive into Dynamics 365 Business Central Licensing. TL:DR? Team Members License ($8/user/month): Perfect for light users who need to view data, approve tasks, and submit time sheets. Essentials License ($70/user/month): Comprehensive tools for managing financials, supply chain operations, and project workflows. Premium License ($100/user/month): Includes Essentials features PLUS advanced service management and manufacturing capabilities. Extras: Essentials and Premium include AI-powered tools, multi-company support, and external accountant access to streamline operations. Still have questions? Add them below 👇 PS Follow Caf2Code LLC for more insights and tips from our team #Dynamics365 #BusinessCentral #ERP #MicrosoftPartner #Caf2Code #Licensing

We’re thrilled to announce that Bradley Hanon has joined us as our new VP of Sales! With a strong track record of driving growth and building meaningful client relationships, Bradley is the perfect fit to help us take Caf2Code LLC to new heights. At Caf2Code, we pride ourselves on delivering exceptional service and tailored solutions to our clients, and we know Bradley shares our commitment to going above and beyond. His expertise and leadership will be instrumental in expanding our reach while staying true to our mission of providing innovative, accessible, and impactful Dynamics 365 and Power Platform solutions. We look forward to collaborating with Bradley to strengthen our partnerships and continue setting the bar for unmatched client experiences. Please join us in giving Bradley a warm welcome! 👏 #Dynamics365 #MicrosoftPartner #Caf2Code

Copilot. Generative AI. ChatGPT. All this talk of #AI can feel overwhelming. "I'm just a regular user. It sounds interesting, but I'm afraid its all too complicated." Don't worry, I got you. I understand. We are going to take it a step at a time to get ACTUAL value from these tools. For the next few months, we'll delve into #Copilot with some helpful tips and guides you can use right away. So let's start at the beginning. What IS Copilot? Copilot is an AI assistant that helps you get things done faster. That's it. That's the goal. Everything else is in service of this goal - to help YOU with your work. HOW? There are many ways Copilot can help - and it's growing everyday. Here are a few examples ➔ Copilot can help you: • Draft, edit, and format documents. • Analyze data, create charts and generating insights from excel. • Schedule meetings, set reminders and summarize meeting notes. • Use your knowledge library to provide relevant information for clients and projects. • Organize your tasks, set priorities and track deadlines. • Draft email responses, create presentations and help with customer service questions. This is getting long, so I'll leave you with 2 quick Copilot tips to tide you over until we release our next guide.  ➔ Tip #1: Context is key. Help Copilot give you want you want by giving it clear and specific instructions. ➔ Tip #2: Give feedback. Copilot's accuracy improves when you give honest feedback on its answers. How do YOU use #Copilot? Thanks for sharing ♻️ PS Follow Caf2Code LLC for more insights and tips from our team. #MicrosoftPartner #Dynamics365 #Caf2Code #ERP #CRM Microsoft

I was watching my toddler struggle the other day. He was playing with his train set and growing frustrated as he tried to put the pieces together—especially at the bridge. I watched as my husband walked over and tried to help. “No!” my toddler screamed. He kept trying, in vain, to fit the track pieces together. Then my daughter asked if she could help. “No!” he shouted again. He was sure he had it. Finally, I walked over to offer my help, only to be met with the same familiar “NO!” from his little voice. I thought to myself, If only he’d let us help, it would take two seconds, and he could get back to enjoying the train set. And that’s when it clicked: There are so many moments in life where help is right in front of us, but we let our pride, stubbornness, or frustration make us yell, “No!” So why am I sharing this on LinkedIn? Because this is a scenario we see all too often in the ERP implementation space: Client: “Why won’t my employees use the system?” Us: “You could try this, or this, or that—we can help.” Client: “No!” Client: “We’re losing sales because our employees won’t enter them into the system.” Us: “We can help. Let’s try this.” Client: “No!” Client: “We can’t seem to get accurate reports from our data.” Us: “Let us help you configure it—here’s how.” Client: “No!” Sound familiar? Tell me, how do you cut through the “No” noise? Repost if you can relate ♻️ PS Follow Caf2Code LLC for more insights and tips from our team #Caf2Code #MicrosoftPartner #Dynamics365 #ERP #Implementations

It's almost 2025 and Dynamics 365 licensing is still as confusing as ever! In the latest installment of our Dynamics 365 101 series, we dive into Dynamics 365 Commerce licensing and break it down so it's easy to understand. Dynamics 365 Commerce 101 1. Four User License Types: ➔  Team Members License Designed for light use. $8/user/month Ideal for: •  Viewing sales and inventory reports. •  Tracking customer orders and statuses. •  Approving tasks or updating notes. ➔ Operations - Activity License For limited access to store and warehouse operations. $50/user/month Ideal for: •  Picking, receiving, and stock counting. •  Performing basic retail operations like cash reconciliation. •  Generating standard operational reports. ➔ Operations - Device License Supports shared devices in retail environments. $85/device/month Ideal for: •  Completing transactions at the point of sale (POS). •  Managing inventory tasks like picking, packing, and replenishment. •  Basic store management without individual logins. ➔ Full User License Full access to all Commerce features. $210/user/month Ideal for: •  Configuring and managing store operations. •  Performing advanced reporting and analysis. •  Managing merchandising tasks like catalog creation and assortment setup. 2. Two Types of Commerce Scale Units (CSUs) : ➔ Commerce Scale Unit - Cloud Designed for cloud-based retail operations. Ideal for: •  Online and offline channel integration. •  Scalability to handle high-volume transactions. •  Secure connectivity between stores and e-commerce. ➔ Commerce Scale Unit - Self-Hosted For hybrid setups with on-premises deployments. Ideal for: •  Locally hosted POS systems for continuity. •  Custom infrastructure for unique needs. •  Improved performance and redundancy. Note: Licenses follow Microsoft’s MSRP for annual commitments. Monthly payments incur a 20% surcharge; additional 5% surcharge applies starting April 2025 for annual commitments with monthly payments. If this breakdown simplifies your licensing questions, let us know! Got more questions about Dynamics 365 Commerce? Drop them in the comments! 👇 And don’t forget to share this post to help your network. PS Follow Caf2Code LLC for more tips and insights from our team #MicrosoftDynamics #MicrosoftPartner #Dynamics365 #Caf2Code

Sharing again because it's such a good opportunity. From our recruiter Brendan Gaffga: Looking for a career change to start the new year? 😊 Caf2Code LLC is looking for a senior level finance candidate with expertise in D365 F&O Project Management and Accounting. Reach out to Brendan directly to discuss more details! Be a part of this exciting journey as Caf2Code enters the new year. US Citizens/GC Holders at this time only- no 3rd parties #Hiring #BestPlaceToWork #MicrosoftPartner #Dynamics365

Are you looking for an amazing place to work, where the sky is the limit and you get to work with some of the best people around? Then you need to reach out to Brendan Gaffga today! (Details below) #Caf2Code #WorkLifeBalance #Opportunitity #Dynamics365 #MicrosoftPartner #NowHiring #Hiring

Here’s what most businesses get wrong about ERP implementations: They think technology will save them. It won’t. ERP software is a tool – powerful, but useless without proper strategy. Here’s what will actually make your ERP implementation successful: 1. Start with strategy • Define clear goals (cost savings, efficiency, compliance). • Map your processes before choosing software. • Align stakeholders early. • Budget more time and money than planned. 2. Choose the right partner • Vet implementation consultants like employees. • Look for proven industry experience. • Demand post-implementation support. • Check references. 3. Prepare your team • Train staff months before go-live. • Appoint internal ERP champions. • Communicate daily during the rollout. • Set realistic expectations to avoid burnout. 4. Test like your business depends on it • Pilot in one department first. • Stress-test scenarios (peak demand, system crashes). • Double-check data migration for errors. • Address issues fast – no excuses. 5. Focus on adoption • Show your team the “why” behind ERP. • Incentivize usage (gamification, rewards). • Track user engagement. • Iterate processes post-launch for real-world needs. Avoid reinventing the wheel and remember these tips for your next implementation. Enjoy this post? Repost it to your network and follow Caf2Code LLC for more insights and tips from our team. #MicrosoftPartner #Dynamics365 #Caf2Code #PartnerSelection #ERP #CRM #Implementations 

Normalize scheduling focus time for yourself each day.