Microsoft Power Platform cloud technology

Turn Today’s, “That’s the Way It Is,” Barriers into Tomorrow’s “That’s the Way It Was!” with Microsoft’s Power Platform

Have you ever been in a meeting and someone asks a really great question about why a process functions in a particular way; wondering if it could be more efficient, and the end response was: “Because – that’s how it is.” You might be short on budget, resources and/or internal programmers, so the conversation is…
CRM features

Top 4 NetSuite CRM Features You Should be Using

Your NetSuite implementation delivers core CRM features out of the box. Below we will take a look at our top 4 NetSuite CRM features you should be using to optimize customer relationships and internal processes. Online Forms NetSuite online forms come in two flavors, customer and case. Customer Forms Online customer forms are used to…
project budgeting with Progressus

Maximize Profitability with Project Budgeting and Resourcing Software

Tactic 2 from 4 Tactics to Convert Time into Money on Projects What if you could consistently control your operating expenses on projects? What if you could use historical data on lists of detailed tasks to more accurately budget for a project? And accurately estimate required resources, materials, and expenses? What if you could track…
NetSuite reporting

NetSuite SuiteAnalytics Tools You Should be Using

It’s hard to believe NetSuite was founded 20 years ago! After all, they were the first cloud ERP and the first cloud application. Not only has NetSuite proved to be one of the best financial management systems available, NetSuite has added so many features and capabilities over the years that it’s become a leading business…
Power BI licensing

Power BI licensing =SUM(med) up

When starting a new Power BI implementation you might have some question on licensing. Which level do I need? Am I already paying for Power BI?  How do I get new licenses? The first thing that I want to clarify with this blog post is that Power BI Desktop is not a level of licensing,…
Dynamics 365 CRM October 2019 update

Microsoft Dynamics 365 for Sales: 2019 Wave 2 Highlights

Microsoft Dynamics 365 for Sales Wave 2 for 2019 is here! In this post, we will look at three exciting updates: Customization of Opportunity Close dialog box (FINALLY!), enhancing the adding or editing Opportunity/Quote/Order/Invoice products experience, and Softphone dialer. Editing the opportunity close dialog box One of the most exciting and long-awaited updates announced for…

4 Tactics to Convert Time into Money on Projects

Tactic 1: Streamline Your Estimates-to-Projects Process For any project-based business, “Time” is the precious commodity. Your profitability is dependent on efficient use of time, accurately estimating time on projects, and accurately billing time and expenses. The best way to control your profitability is through your business management system with project accounting functionality. If it is…
BI reporting

Getting Started with Scheduled Refresh in Microsoft Power BI

With Microsoft Power BI, you get a platform that integrates with any data source you need, enabling you to create and share intuitive and visually appealing reports and dashboards that can revolutionize the way your organization uses data. What’s more, Power BI keeps your reports up-to-date by managing the connections from your data sources to…
NetSuite training

Increase User Adoption with NetSuite Knowledge Base

Lack of user adoption is regularly acknowledged as a cause of failed ERP implementations. It is understandable that an ERP system which is new to most users and has significant functionality can be overwhelming and confusing. To address user acceptance and increase user participation, training is a great first step. Users leave training empowered and…
Resco Dynamics CRM mobile app

Going Beyond Basic Configuration with Resco Mobile

Resco is a Microsoft partner that offers a mobile app that works with Microsoft Dynamics 365 Customer Engagement. The mobile app is used as the Field Service Mobile app delivered with Dynamics 365 for Field Service and can also be used as an add-on mobile app for other D365 business applications like D365 for Sales.…