Clients First is more than a name, its a culture at our company. Our goal is to provide value on every single project and service ticket. If you do not think your service was of value, our services director would like to hear from you. We provide cell phone numbers and email addresses of our management team and consultants to all our customers.
Our support is handled by the same team of experienced consultants and developers that implemented your system. We do not have junior staff on a help desk that do not have the experience to help you. ERP systems and your processes can be a complex combination that requires special attention and its important to get you the right resource to help you at the inception of your issue. Time is money and you need to get your problem handled correctly and quickly.
Monthly service contracts are not offered at Clients First. Our support is handled with time and expenses so you are not paying for services you did not use. In most cases our customers prefer to be as self sufficient as possible, therefor we offer technical mentoring to help augment your staff and rely less on our team. Our goal is to share as much as we can with your team; we don’t hide anything from our customers or hold you hostage with code.
Support Process
Our industry specific customer service system can open service tickets automatically to your company based on the email domain. Our customer service team has ERP and industry experience which allows them to assign your ticket to the appropriate available resource. You may call our support number, or open a ticket on the Customer Portal. Questions about your services? You may check out the portal to track the status of your project or service ticket. We provide a Welcome Kit and begin our relationship with an overview of our support processes, the Customer Portal and how to use it best for your business.
Our team implements and supports the following solutions. Implementations include analysis, training, data setup, development if desired, and go live support. If you are already on one of these ERP solutions and ready to try our services keep in mind that here is no lengthy on-boarding process other than providing our Welcome Kit. This allows you to get to the experts fast!
- Dynamics AX (all versions – read more further in this page)
- Dynamics 365 Finance and Supply Chain (formerly Operations, formerly AX or DAX)
- Dynamics NAV (all versions and formerly Navision)
- Dynamics Business Central (formerly Dynamics NAV)
- Acumatica Cloud ERP
Dynamics AX Upgrades and Support
With all the buzz about Dynamics 365 and cloud ERP it can be hard for some to imagine any company wanting to stick with older versions of AX–not for Clients First. With a history of working with this business solution from version Axapta 1.0 in 1998 to now, we know there are still benefits to staying on your current version that the new comer cloud just can’t beat. Our long history with AX gives you the experienced consulting needed to feel confident with the continued development and support of the older AX version. If your business needs support and/or development in using Axapta, Dynamics AX or Dynamics 365 for Operations our team offers technical mentoring, development, help desk support, training and a project plan for an upgrade when you are ready to make the move. From Axapta to AX 2012, we’ve done it all and can share our expertise with your business.
Partner with Experience for On Going Success
If you are a company that prefers to be practical when evaluating the possibility of an upgrade to the latest software release, then you are a customer we would like to work with. Our AX customer and consulting base ranges from the following solutions:
Axapta 3.0 / 4.0
Yes, Clients First can support this version and even develop custom enhancements or mobile applications. Microsoft extended support ended for Axapta 4.0 on 10/11/16.
Dynamics AX 2009
Clients First supports several customers utilizing AX 2009 which include custom development. This release has Microsoft extended support until 10/12/21.
Dynamics AX 2012
Clients First has many customers utilizing this release up to Release 3 and the latest updates which has 2016/2017 (CU12) features and functions for on premise installations. With the updated features, Microsoft really could have renamed the recent releases to Dynamics AX 2016 or Dynamics AX 2017. Clients First is still actively installing and supporting this release. Extended support by Microsoft for this release has been set to end 1/10/23, however historically these dates are usually extended further down the line.
Dynamics 365 for Finance and Supply Chain or Operations
This is the latest cloud/SaaS version of AX written in HTML5 but now named Dynamics 365 for Finance and Operations. Clients First sells, implements, supports and develops Dynamics 365. We wrote the integration for Pacejet to Dynamics 365 for resale to other Dynamics Partners and customers. Our development team is one of the best and in high demand. Here is our functional and technical years of experience average:
Clients First Welcomes Your Business
Regardless of what version your business is using: Acumatica, NAV, Navision, AX / Axapta / Dynamics AX (DAX); Clients First is a partner with experience in supporting and developing for all these products including Dynamics 365 Finance and Supply Chain (formerly Operations) and Business Central.
There’s a few main reasons why some companies don’t want to upgrade AX – but time is running out:

“It’s Not Necessary Right Now”
Every company cannot upgrade when their software vendor wants them to. In most cases, it is just not practical to complete an upgrade with every software new release or even every one or two years. Upgrades should not be driven by a software publishers marketing team. Upgrades should be driven by business requirements. Obviously, if your company’s software isn’t keeping accurate records, doesn’t function properly, or simply can’t meet the demands of your company then it’s probably time to upgrade. Unless your company has had a major boost in customer interaction/sales.
If there is not a compelling business reason to complete an upgrade then why spend the money, time and labor?
Another part of this concern is that upgrading is not always in the budget and your company may decide it’s best to wait until your current solutions meets its end before investing in a new one.
“Moving to the Cloud is Too Risky”
Of course, all ERP implementations pose some level of risk, but cloud computing simply isn’t for every company. For example, this is especially true for companies that have a lot of Senior level employees that may prefer to their normal way of doing things. This can make an upgrade undesirable because there is no point in getting a new software that no one would use or even care to learn how to operate, posing a greater risk for upgrading. Chance are that they already have a good know how about their job and your current software isn’t broken why fix it.
Moreover, some business owners still don’t trust the cloud’s privacy and security measures. Although cloud ERP vendors have made various efforts to try to calm those fears with added security features, some businesses would rather stay in familiar territory that there is no doubt of its security and privacy abilities. Not to mention that not all cloud service providers give you your data in a workable format if you decide to go to a different one.
Dynamics 365 is available on premise.
“We’re Happy With What We Got”
AX has always been a leading ERP solution so no matter what version you have you’re getting quality. With that in mind, it’s no surprise if your company has decided to commit to a later version that works for you with minimal concerning problems. If only all companies could be as happy with there ERP software as yours, you lucky dog.
If can identify with any of these reasons and don’t have a vendor that supports your solution or tries to pressure you into an upgrade you don’t want, Clients First is the kind of vendor you need. We have had a long history implementing Dynamics AX with our first Axapta implementation being shortly after its release in 1999 with RAM Aircraft, who is still a client today. To learn more about how we can accommodate your business needs call us at 800-331-8382 or email us at sales@cfbs-us.com.