Velosio Case Study: SHI Cryogenics Manufacturer Download “Cryogenics manufacturer streamlines product service by more than 75 percent” About the Company Sumitomo Heavy Industries, Ltd. (SHI) has a tradition of excellence and innovation that spans over 400 years. From its very beginning as a small shop selling medicines and books in Kyoto, Japan in the early 17th…
Using Microsoft Dynamics 365 Sales to Strengthen Sales Effectiveness Brotherhood Mutual Insurance Company Brotherhood Mutual has been insuring churches and related ministries for more than 100 years. Brotherhood Mutual works with thousands of Christian churches and related ministries, schools, camps, and colleges across 47 states. Through its affiliate, MinistryWorks®, Brotherhood Mutual provides payroll for churches…
Please note: The CDS Connector is now referred to as Dataverse. This blog was written prior to that change. For a detailed demo on how to set up go to How to Lookup and Link Values Using Microsoft Dataverse. As you may know, Common Data Service, the sophisticated and secure backbone that powers Dynamics 365…
Microsoft Power Automate has come a long way since its introduction in 2016. More connectors are available than ever before and Microsoft is paving the way for Power Automate to be the future of workflows in D365. A common occurrence is the need to automate sending emails and this can easily be accomplished using the…
While the April update of Microsoft Dynamics 365 Customer Engagement has delivered many great features and quality of life improvements to the app, one of the best CRM features on the list is the Kanban Board view for Opportunities and Activities. This drag and drop functionality allows users to move records through their various states,…
“If you build it, they will come” is a famous line from the movie Field of Dreams. Does the statement hold true for the Microsoft Power Platform? If you build a great system, will your employees and co-workers use it? Fortunately, you have a great tool like Analytics for the Common Data Service to help…
How do restaurant equipment distributors delight their customers while experiencing exponential growth? According to Dirk Beveridge, founder of UnleashWD, and author of the book, Anything is Possible: Using the Power of Vision to Drive Innovation in Distribution, it’s by “thrilling” your customers, and it all starts with improving your distribution management. He cites Berlin Packaging as…
One amazing thing about the 21st century is the fact that there is trackable data in everything we do. However, most businesses don’t know what to do with their data or how it can be manipulated to gain insights on areas outside the normal sales and financial reports. There are many ways you can use analytics…
Is your company using Microsoft Dynamics 365 CRM and running out of storage space? Are your Dynamics 365 file storage bills from Microsoft taking a big bite out of your budget? Have you considered optimizing your storage space by moving your notes and email attachments to Azure? If so, Attachment Management by Microsoft Labs might…
