Velosio announces acquisition of BroadPoint

Strategic business combination of leading east coast-based Microsoft partner expands Velosio’s delivery model and strengthens the company’s services and industry solutions for small and medium-sized businesses COLUMBUS, OH December 7, 2020 — Velosio, a technology partner specializing in business management solutions for small and medium-sized companies and larger enterprises, today announced it has acquired BroadPoint,…
LEARN MORE
Video Blog on Transitioning for Remote Workers

The Microsoft Technology Behind Maintaining a Positive Corporate Culture with a Remote Workforce

In this 15-minute video blog post, Velosio’s Chief Human Resources Officer shares her perspective on enabling, supporting and motivating the remote worker.  She discusses the importance of communication, accountability, training and maintaining personal and professional connections with employees who seldom, if ever, come into an office. “We have always had remote workers, but like most…
LEARN MORE
dynamics 365 customer service

Rolling into 2021: What’s new in Dynamics 365 Customer Service

Microsoft is once again rolling out a massive list of updates to the Dynamics 365 platform in their first release of 2021. While these updates span all Dynamics products, in this blog I will zero in on some updates to the Customer Service module. Configure knowledge search control in the new form designer The first…
LEARN MORE

Velosio Partners with Quadira International to Bring Advanced-Forms® to Microsoft Dynamics 365 Customers

Solution adds document output management solution functionality to ERP systems Velosio today announced a partnership with Quadira International, creator of Advanced-Forms®, a document output management solution for ERP systems that enables the automated creation, distribution, and archiving of documents in an easy and flexible way. This represents Velosio’s commitment to extending the value of our…
LEARN MORE

Important: Steps to Remediate On-Premises Microsoft Exchange Servers Affected by Recent Hack

Microsoft 365 Version of Exchange Not Impacted. Microsoft announced this week that hackers exploited a bug in their email server software to target U.S. organizations. The vulnerabilities exist in on-premises Exchange Servers 2010, 2013, 2016, and 2019. Exchange Online is not affected. To minimize or avoid the impact, we recommend that you take immediate action to…
LEARN MORE
member management

iMIS Membership Hub iFit for Microsoft Teams

Many member-based organizations today are looking for new tools to help their employees be more productive and collaborative. As the workplace is becoming increasingly mobile and leaders are managing a growing number of remote teams, the need for efficiency and connectivity is greater than ever before. Microsoft Teams, as the hub for teamwork, is where…
LEARN MORE
dynamics 365 project operations

Unify Your Project-Centric Business with Microsoft Dynamics 365 Project Operations

In my earlier post, I wrote about new Dynamics 365 Project Operations solution from Microsoft and the three different deployment modes available for customers. In today’s post, I will dive into the details of the “Fully integrated deployment mode, officially known as “Resource/non-stocked deployment scenario”. This deployment mode provides end-to-end industry-leading features to manage project quote-to-cash…
LEARN MORE
cloud based crm

5 Best Practices for Microsoft Dynamics 365 Data Migration

According to the Flexera 2020 State of the Cloud Report, enterprises are continuing to invest in multiple cloud platforms, with 93 percent of the 750 respondents implementing either a multi-cloud or hybrid cloud strategy. And due to the global pandemic, more than 50 percent of a subset of 187 survey respondents report actual cloud usage…
LEARN MORE
on premise to cloud based software

Have you been caught by the legacy technology trap?

The world of Private Equity and M&A is all about ROI. Anticipating, calculating, performing due diligence, all part of the private equity investment ecosystem. Perhaps common sense that the COVID-19 global pandemic has forced everyone to confront challenges never before considered, even private equity firms. What might not be so obvious, is the impact technology…
LEARN MORE
X