We understand that investing in field service software isn’t just about the features—it’s about ensuring that your technicians embrace the tool and utilize it to its full potential. That’s where Dynamics 365 Field Service truly stands out. It’s not just a powerful solution; it’s a platform designed for seamless adoption and enthusiastic use by your…
To get to this point in your ERP implementation, you’ve gone through a lengthy sales process, selected your solution provider and set your project’s overall goals and objectives. You’ve also commenced a formal kick-off meeting. In the meeting, the project plan was developed including organizing tasks, assigning resources, and setting the project ground rules. If…
“Go-Live” is the final post of our ERP implementation series. If you want to learn more about prior ERP implementation phases, look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Navigating the ERP Sales Process: Successful VAR Selection | Velosio Preparing for ERP Implementation: Getting Started…
Since Microsoft announced its next-generation AI offering, Microsoft 365 Copilot, in March 2023, the company has been moving at a record speed to expand Copilot’s capabilities throughout the 365 suite. When revolutionary technology — like generative AI — moves this quickly, it can take time for us to catch up and understand the business benefits…
To get to this point in your ERP implementation, you’ve probably gone through a lengthy sales process, met with several different solution providers and communicated your project’s overall goals and objectives. Depending on your purchasing strategy, you may have prepared a summary level or detailed requirements document. Hopefully, best practices such as careful solution provider…
This post is the eighth of our ERP implementation series. If you want to learn more about prior ERP implementation phases, look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Preparing for ERP Implementation: Getting Started on the right Foot Preparing for ERP Implementation: Determining What…
Change management is defined as the process of helping people adjust to new ways of working. It is essential for the successful adoption of new business applications, as it can help to reduce resistance to change and ensure that users are able to use the new applications effectively. Why is Change Management Important for User…
This article is the fourth in a series highlighting the 7 ways field service operations can increase customer satisfaction. Be sure to check out the first three articles on Enhancing Communication, Field Service Feedback, and Field Service Mobility. In a world where customer expectations are higher than ever, it’s crucial to arm your field service…
Has your organization implemented a culture of continuous transformation? In today’s business environment, change is the only constant. To remain competitive, organizations must adopt a mindset of continuous transformation. Whether it’s technological advancements, shifts in consumer behavior, or changes in the market, businesses must be prepared to adapt quickly if they want to succeed. By…
For many field service companies, the value of modern software tools is obvious. But sometimes, it is less obvious how they can effectively deploy new software without shutting down their entire operation for days on end. By design, software like Dynamics 365 for Field Service touches all business operations. It facilitates everything from quoting, scheduling,…
