Caf2Code LLC

Show me your training, I'll show you your user adoption. Show me your meetings, I'll show you your priorities. Show me your support strategy, I'll show you your sustainability. Show me your project timeline, I'll show you your readiness. Show me your data governance, I'll show you your future. Show me your team, I'll show you your results. Show me your partner, I'll show you your success. In ERP implementations, what you put in shapes what you get out. Every element matters. What do yours reveal? PS Follow Caf2Code LLC for more insights and tips from our team. #MicrosoftPartner #Dynamics365 #Caf2Code #PartnerSelection #ERP #CRM #Implementations

Are you confused by the four D365 sales licensing tiers? You're not the only one. Many feel the same way. As part of our licensing 101 series, today we are sharing our guide to D365 Sales licensing. (save this for future reference 💾) Here’s an overview of the four main Dynamics 365 Sales licenses: 1. Team Member License 2. Sales Professional License 3. Sales Enterprise License 4. Sales Premium License (Pricing and licensing details below follow the published Microsoft MSRP for an annual commitment. Without it, expect a 20% surcharge.) 1. D365 Sales Team Member License Provides the basics, ideal for users who only need to view or access limited data. Price: $8/user/month Use this when users need access to:  • Viewing and tracking contacts • Basic reporting and interaction with limited records 2. Sales Professional License Designed for essential sales force automation (SFA). Price: $65/user/month Use this when users need access to: • Manage leads, accounts, and contacts • Perform essential forecasting • Leverage basic sales workflows 3. Sales Enterprise License Goes beyond basic automation, offering advanced customization and forecasting capabilities. Price: $105/user/month Use this when users need access to: • Customize workflows and integrations • Access AI-powered insights, manual forecasting, and Copilot in Dynamics 365 Sales • Perform in-depth sales analysis with 2,000 Customer Voice responses per month 4. Sales Premium License Includes all Sales Enterprise features plus advanced AI and sales insights for a complete CRM experience. Price: $150/user/month Use this when users need access to: • Leverage predictive scoring, pipeline intelligence, and conversation intelligence • Use Sales Accelerator to prioritize tasks and automate follow-ups • Access enhanced AI for relationship analytics and forecasting TL;DR? → Team Member: For users who just need to view records → Sales Professional: For basic SFA needs → Sales Enterprise: For customization, advanced automation, and AI insights → Sales Premium: For full AI-powered capabilities and predictive insights If this breakdown was helpful, share it! ♻️ Ask your licensing questions below 👇 PS Follow Caf2Code LLC for more insights and tips from our team #Dynamics365 #Caf2Code #MicrosoftPartner #CRM

Your implementation isn’t failing. Your partner selection is. Here’s the exact fix: (Save this. You’ll need it later.) Step 1: Choose a Partner Aligned with Your Goals The right partner knows your business, industry, and objectives. Look for: 1. Relevant project experience 2. Custom solutions for your needs 3. Commitment to ROI 4. Proven adaptability Alignment drives transformation, not just project completion. Step 2: Look for Direct Access to Expertise You need access to top consultants and certified experts. Look for: 1. Quick, actionable insights 2. Available, knowledgeable support 3. Strong relationships with your team 4. Real-time guidance Direct expertise speeds up problem-solving and builds value. Step 3: Prioritize Communication and Transparency The right partner keeps you informed at every stage. Look for: 1. Regular milestone updates 2. Proactive risk management 3. Clear communication channels 4. Collaborative feedback Transparency keeps everyone aligned. Step 4: Select a Partner Focused on Long-Term Success The best partners support you beyond go-live. Look for: 1. Team training and empowerment 2. Flexible future support 3. Industry knowledge 4. Alignment with growth goals Long-term partners are invested in your continued success. The formula is simple: Choose alignment with your goals. Expect direct access to expertise. Prioritize clear communication. Focus on long-term success. Choosing the right partner isn’t just a decision It’s the foundation of your implementation’s success. Tell me, what's the best way you've found to select an implementation partner? PS Follow Caf2Code LLC for more insights and tips from our team. #MicrosoftPartner #Dynamics365 #Caf2Code #PartnerSelection #ERP #CRM #Implementations 

As we celebrate the Festival of Lights, we’re reminded of the values that drive us: dedication, integrity, and a commitment to creating meaningful transformations for our clients and communities. May this Diwali bring you and your loved ones joy, prosperity, and the strength to chase new opportunities. Here’s to illuminating paths forward and building brighter futures together! Warm wishes from all of us at Caf2Code. #HappyDiwali #FestivalOfLights #Caf2Code

The best investment you can make? Cleaning up your data. (This sounds mundane, but it's true) Your organization’s growth depends on it. Consider this: You want to get in on the AI movement. You’re ready to double down on data. Sounds smart, right? Absolutely. But if your data is messy—full of duplicates, gaps, or outdated information—all of your efforts will be wasted. Bad data = bad results. In AI. In Reports. In Everything. That’s why it’s so important to start with clean data. It may not be as exciting as the latest AI, But focusing on this “mundane” task of cleaning your data, is what unlocks those advanced tools. The most critical investments aren’t always flashy. They’re the foundational decisions that force you to bet on the basics. First the data. Bet on it. (Thanks for reposting ♻️) PS Follow Caf2Code LLC for more insights and tips from our team. #Dynamics365 #ERP #Data #Caf2Code #MicrosoftPartner #PowerPlatform

"I'm so frustrated! And now there is another license! What does premium even mean?" I've heard this more than once dealing with D365 licenses. So, let's get back to basics. For the next few weeks, I’ll be creating simple “licensing 101” guides and sharing them here. Today, I will focus on the 4 main Dynamics 365 Finance license tiers: 1. Team Member License 2. Operations-Activity License 3. Full “Base” License  4. Premium License The pricing below is the published Microsoft MSRP annual commitment price. Keep in mind if you do not opt for the annual commitment, you are subject to a 20% surcharge. 1. D365 Team Members License  $8 per user per month This is the least expensive license with the most restrictions. Use this when you need users to: • Approve expenses • Submit time  • Access basic financial reports 2. Operations-Activity License $50 per user per month Gives more access than the Team Members license. Use this when users need access to:  • Approve and Maintain Financial Records (Budget register entries, purchase agreements, commitment documents, credit card payments) • Manage Catalogs and Retail Operations (Maintain catalogs, retail catalog approval workflow) • Oversee Payment and Bank Processes (Payment schedule journal processing, review bank management performance) 3. Full "Base" License $210 per user per month The full Finance license includes core financial management with up to 100 electronic invoices/month and 20K AI Builder credits. Use this when users need access to: • Accounting • Standard Reporting • Basic Invoicing • Core Financial Functionality 4. Finance Premium License $300.00 per user per month Top-tier license with comprehensive access. Use this when users need access to: • Advanced Planning • Forecasting • More Electronic Invoices/Month (200 total)  • More AI Builder Credits (50 total) TL:DR? → Team Member: For light, occasional tasks like expense approvals and viewing basic reports. → Operations-Activity: For specialty roles that need to manage records, catalogs, and payment processes. → Full License: For core financial activities like accounting and invoicing. → Finance Premium: For advanced forecasting, planning, and high-volume financial tasks. Repost if you found this valuable ♻️ #Dynamics365 #ERP #UserAdoption #Caf2Code #MicrosoftPartner PS Follow Caf2Code LLC for more insights and tips from our team.

The key to a successful ERP implementation comes down to one thing: Saying “no” when it’s necessary. The most successful projects embrace: Setting boundaries and focusing on what truly matters. But when every request gets a “yes.” When the goal is to please everyone. When every idea is pursued. The implementation becomes chaotic—a checklist without a clear purpose. Efficiency is lost, and timelines stretch. The project’s vision blurs. Every decision feels misaligned. When intentional boundaries are in place: The focus is sharp. Progress is steady. Your results are stronger. Value is undeniable. Budgets stay controlled. Complexity is minimized. The strategic advantage? Saying “no” to distractions that don’t serve the core goal. When this happens, the project flows, and your team feels empowered. Never lose sight of what gives your implementation its momentum. If you do, unnecessary tasks will slow progress.  This is one of the hardest but most valuable lessons. It’s easy to think saying “yes” will ensure satisfaction. “Can I keep saying ‘no’? Won’t that risk buy-in?” The truth is, saying “yes” to everything sacrifices clarity. It veers you away from a streamlined, effective path. As your project evolves, remember: prioritizing purpose over “yes” is what drives success. P.S. Follow #Caf2Code for more insights and tips from our team. #MicrosoftPartners #Implementations #Dynamics365 Caf2Code LLC

Kelly Gustafson, VP - Microsoft Practice at Caf2Code, is quoted in the Technology Record: "Caf2Code implements enterprise resource planning and customer relationship management solutions in the Dynamics 365 suite of Business Applications, specifically Dynamics 365 Finance and Operations, and Customer Engagement. By leveraging our extensive knowledge and experience, we work hard to create innovative solutions that also take advantage of the flexibility provided by AI, Power Platform and Power BI.” Additionally, Caf2Code LLC and our client, a premier Top 20 Homebuilder, collaborated on a 2-page feature about how we worked together to launch Dynamics 365 and Power Platform to modernize their business. The digital copy of the Technology Record is a valuable edition. We also have a slew of print copies available!! If you'd like a printed copy, please drop me a DM, and I'll send it your way (maybe with something fun as a bookmark 😎).

Vitamins are killing your user adoption Huh? Stick with me. I recently learned of the concept "vitamins" vs "painkillers" The idea is that when you have a headache, you reach for the painkillers right away, While vitamins are good for long-term health but useless against acute pain. Most people approach an implementation with a "vitamin" approach. They'll say things like: • This training will be SO good for your sales team. • You'll get more insight into your business. • This will improve communication Like vitamins, these are long-term benefits - and nice to haves. But they don't address the pain users are experiencing RIGHT NOW. Your solutions must be the painkillers that relieve that immediate pain. So what does this look like? → Instead of "This training will be so good for your sales team." (Vitamin) → Try "This 3 hour training will reduce your sales team admin time by 1 hour a day." (Painkiller) Why? You’re calling out the specific pain of time lost to admin tasks. → And instead of "This will improve communication" (Vitamin) → Try "You won't have to leave outlook to add information about that opportunity into 3 different systems, and email Susie in Sales, and message Pam in Purchasing, and call Angelo in Accounts." (Painkiller) Why? You’re using their real-life (painful) examples to show how your solution "kills" inefficient processes. Here’s how to transform your implementation approach from "vitamins" to "painkillers": 1. Identify the acute pain points your users experience today. 2. Create solutions that directly relieve these pain points—savings in time, effort, or stress. 3. Frame your messaging around the immediate impact, not just the long-term benefits. 4. Use real-life examples to highlight how the solution solves the specific pain points. When users feel immediate relief from their everyday challenges, they’re more likely to buy into the long-term benefits. Now, over to you: What’s the quickest "painkiller" fix you’ve seen with immediate impact? Please repost if your network needs this ♻️ PS Follow us at #Caf2Code for more tips and tricks from our team. #Dynamics365 #ERP #UserAdoption #MicrosoftPartner Caf2Code LLC

In case you missed it, didn't get that screen shot, or want to share with others, all my Community Summit Presentations are live and available on my blog #D365withBrittany for viewing & Download! Check it out!! https://lnkd.in/gKcXmvdP Slept on it and have some questions? Feel free to reach out if you have any lingering questions!!! Caf2Code LLC #D365FO #Community