Stoneridge Software

Budgets and forecasts work best when the numbers tell a clear story. Too often, the process is slowed down by disconnected tools and data. Power BI changes that by creating a connected view that’s easier to trust, explain, and more useful for guiding decisions. This blog explores how Power BI can... ➡️ Combine data across Excel, Dynamics 365, SQL, and more ➡️ Turn raw numbers into visuals that highlight trends ➡️ Drill into details for clearer team conversations ➡️ Use AI tools to understand what’s driving results Read the blog to see how Power BI supports smarter planning: https://lnkd.in/dfdr7TCd

📹 We're kicking off a new series, and you're invited! Introducing: Dynamics 365 Finance & Supply Chain in Focus, a monthly virtual event hosted by Pre-Sales Architect Joe Tews, designed to help you get more out of F&SCM. Join us Wednesday, Sept. 3 at 1 PM CT as Joe explores the Account Reconciliation Agent - a new Copilot-powered feature that helps speed up reconciliation by flagging exceptions, suggesting next steps, and replacing manual reports with real-time insights. Each month, we’ll spotlight features you might not be using yet - what they do, how to enable them, and how they can bring value to your daily work. Perfect for: ✓ Organizations exploring the platform ✓ Current users looking to do more with what they have ✓ Teams who want to stay up-to-date on new capabilities 👉 Register here: https://lnkd.in/g_Gj86CV

Need a better way to manage budgets in Dynamics 365 Business Central? In this blog, Deb Schaffer covers how to use the platform's built-in General Ledger features to streamline your process: 1️⃣ Create and edit budgets directly in BC 2️⃣ Use dimensions to filter and analyze data 3️⃣ Export to Excel for flexible updates 4️⃣ Compare budget vs. actuals with built-in reports Check out the comments for the blog and a video walkthrough to learn more!

Keeping up with the latest D365 Finance & Supply Chain Management updates can help your team work smarter and make the most of the tools already at their fingertips. Joe Tews takes a fresh look at the platform’s strengths and how they impact daily operations: ➡️ New immersive dashboards with Copilot agents ➡️ Inventory tools for compliance, traceability, and visibility ➡️ Updated Warehouse Management App with iOS support ➡️ Faster planning and AI-powered demand forecasting If you’re using D365 F&SCM or considering it for the future, this blog is a great way to see how the latest enhancements could fit into your business. Find the link to the post in the comments!

Setting goals is one thing, but tracking them effectively is another. If you're using Microsoft tools but not sure how they can support your KPI management, this blog by Erin (Willhite) Kelley breaks it down: 🔹 A look at Power BI vs. Excel for tracking and visualizing KPIs 🔹 How Dynamics 365 helps teams stay focused on the right goals 🔹 Ways Copilot can save time by automating goal tracking Whether you're refining your strategy or just getting started, this blog offers practical insights to help you leverage your Microsoft tools to hit your business targets! >>> https://lnkd.in/gME3RcG5

With so many powerful solutions in the Microsoft stack, how do you know which one is the best fit for your business needs? Join Scott Frappier on Thursday, Aug. 21 at 11 AM CT as we take a closer look at the Microsoft ecosystem and talk through how to choose the right tool for the job. We’ll walk through real-world scenarios, starting from the business need and working toward the best-fit solution. Whether you’re thinking about Dynamics 365, Power Platform, or other Microsoft solutions, this session will help you better understand the strengths of each tool and make more confident, informed decisions about your technology!

Food and beverage manufacturers are under more pressure to modernize in 2025, especially when it comes to AI and supply chain visibility. Upgrading your ERP isn’t just about keeping up, it’s about making smarter, faster decisions. Here are 5 tech priorities to focus on: 1. Align tech with business goals 2. Modernize the ERP foundation 3. Invest in AI and automation 4. Build a resilient supply chain 5. Use AI to drive user engagement Find Jonathan Cotten's blog in the comments to learn how these points can help your operations!

Looking to improve your sales flow in Dynamics 365? Microsoft’s Wave 2 Release adds new updates that help sellers move faster and stay focused in D365 Sales. Jesse Bucholz covers three new features to explore: 1️⃣ Simplified command bar: Cleaner layout & easier navigation 2️⃣ Copilot form fill: Auto-create records from docs or pasted data 3️⃣ Sales Qualification Agent: AI that spots leads and drafts emails Read the full blog to learn more! Link in the comments ⬇️

From manual processes to a streamlined digital solution with a custom Power Platform Model-Driven App - that’s a change worth celebrating! Already using Microsoft ERP for financials, an agricultural non-profit teamed up with Stoneridge to build on that foundation and simplify production planning, data collection, and reporting. Here's what changed: ➥ Up to 95% less manual effort to generate forecasts ➥ Greater accuracy and consistency in results ➥ Locked, traceable records for improved auditability ➥ Centralized, searchable digital records replacing paper files See the full story in the comments to learn more about the solution and the partnership behind it!

D365 Finance and Operations users: Looking for a simpler way to create positive pay files in CSV format? Electronic reporting can help streamline the process, but setting it up the right way is key. In this blog, you’ll learn how to adjust the default setup, format your data correctly, and get your positive pay output ready for use. Read the full how-to from Matthew Beyrau to walk through the process from start to finish ➡️ https://lnkd.in/gkZZUdDN