When considering a move to a new ERP system, choosing the right solution to support your current needs and future growth can be challenging. We’ve outlined our top five qualifiers to help you determine if engaging with Microsoft Dynamics 365 for Finance and Operations is the right choice for your business. Cloud First Mindset D365 Finance and…
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What is the best way to process customer payments for your business? There several ways that you can process customer payments in Microsoft Dynamics 365 Business Central. Two of the options allow you to post a payment without applying it to an invoice(s) or memo and process the application later. The third option requires you…
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When we talk about optimizing the field service experience for your customers and your service technicians, we’re actually talking about two sides of the same coin – the giving and the receiving ends of your field services. Furthermore, the technologies that improve one side of the coin are the same technologies that improve the other…
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Microsoft has continuously improved the end user experience with each release of Dynamics 365 Business Central. The April, 2019 Dynamics 365 Business Central release is no exception. While there are countless enhancements coming this Spring, here are our top 6. Vendor Invoice Numbers With the April, 2019 D365 Business Central release, we will be able…
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The October 2018 release of Dynamics 365 for Finance and Operations (Version 8.1) introduced several new and very useful features in the core financials management area of the application, along with other new functionalities and enhancements across various other modules, analytics, overall platform, extensibility and more. In this blog post, we will review some of…
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Some disruptions to your supply chain are beyond your control, such as inclement weather and dock strikes. But that still potentially leaves a lot of room for optimizing, automating, and securing your supply chain, which, after all, is the life blood of your business. The “right” ERP software should support and optimize supply chain management.…
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Your ERP system is one data source. Your CRM solution is another. How many other disparate data sources do you have? The only way to extract actionable business intelligence is to have a global view of all your data in one place. In other words, you need to be able to connect the dots. Now…
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Capital investment accelerates company growth plan COLUMBUS, OH March 11, 2019— Velosio, a technology partner specializing in business management solutions for small and medium-sized companies and larger enterprises, is excited to announce it has received a capital investment from Harren Equity Partners (“Harren”), a private equity firm dedicated to the growth and development of industry-leading…
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If you want to grow your business, the first step is traditionally considered to be sales. But that’s not just about bringing in new clients, it’s also about upselling, cross-selling, and renewing your existing base. The second and third steps – service and support – are focused on retaining your new and existing clients by…
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Employees give company high marks post-merger COLUMBUS, OH March 6, 2019—Velosio, one of the largest privately-owned Microsoft partners in North America, was recently named a 2019 Best Employer in Ohio. This program honors the best places of employment in Ohio, benefiting the state’s economy, its workforce and businesses. Headquartered in Columbus, Ohio, Velosio offers the…
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The concept of “normal business hours” has changed dramatically over the past two decades, and customer expectations have changed as a result. I’m not telling you anything you don’t already know when I say that we live in a 24/7/365 world. So when you think about the services that you should be offering your clients,…
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