Jessica Swartz
Jessica Swartz has more than 15 years of experience in Microsoft Dynamics consulting and managing complex implementations, designing cross-functional solution architecture documentation and leading professional service delivery teams.
by Jessica Swartz | June 7, 2018 | Dynamics 365 for Finance and Operations, Project Management
“We’re going to use the system out of the box to the greatest extent possible.” Awesome. Do this. “We’re going to minimize coding and customization.” Also great. Do this. “We’re going to take customization [x] out of scope and use a workaround to conserve budget.”...
by Jessica Swartz | Updated December 20, 2017 | Dynamics 365 for Finance and Operations, Dynamics AX, Financials
I was recently training some controllers on month-end reconciliations in Dynamics AX – how to reconcile the sub-ledger to general ledger. We had a small discrepancy in Accounts Payable and I wanted to show them how to track it down. I’ve always taken a three-step...
by Jessica Swartz | Updated December 29, 2017 | Dynamics AX, Financials
I remember when Dynamics AX 2012 first came out and I was so excited to see the new Chart of Accounts Structure window. It was beautiful, intuitive and gave more flexibility and visibility than previous versions offered. I was in sweet, sweet accounting software love....
by Jessica Swartz | Updated May 11, 2017 | Dynamics 365 for Finance and Operations, Upgrade
“You’re supposed to migrate two years of history, right?” That’s the question I always get from bewildered IT managers at the beginning of an implementation. The last thing they want is the dreaded “consulting” answer of “It depends…” But if there’s ever been a truer...
