Professional services firms face increasing pressure to deliver more innovation ASAP and adapt to the accelerating pace of change. You know, the usual challenges that define this complex digital era. A key part of tackling these challenges and building the flexible, resilient firm of the future is embracing a composable architecture. According to Gartner, composability…
Customer agreements are important for a number of obvious reasons. Overall, they provide a clear picture or details of what the company has agreed to deliver. As an integral tool in Dynamics 365 Business Central, customer agreements not only empower your sales team, but they also enhance the level of customer service your company can…
Post-COVID, hybrid work solutions and the pursuit of “hyper-connectivity” have been critical priorities for Microsoft – which has invested heavily in remote collaboration tools that allow users to engage customers in new ways. The Microsoft Teams and Dynamics 365 CE integration is a big part of this effort – bringing communication channels, presentation tools, and…
Microsoft’s security protections are one of its biggest strengths. But – sometimes those protections create barriers, making it harder to work with stakeholders outside of your organization or adding friction to the customer experience. Power Apps Portals is a low-code tool that allows Dynamics 365 Customer Engagement subscribers to easily share data, content, and apps…
The latest release wave to hit Dynamics 365 Marketing accounts brought us a mix of standard fare – i.e. enhanced A/B testing and a Dynamics-based email editor – and some seriously game-changing AI tools. Think – AI topic generation, NLP-based segmentation, and the ability to personalize customer journeys with touchpoint-level precision. You’ll also notice the…
We’ve covered the Dynamics 365 ERP feature suite and the individual modules in the D365 ecosystem. Instead of rehashing the same old specs, let’s look at the opportunities Dynamics 365 unlocks for business users – regardless of size or sector. Below, we’ll explore how real brands use D365’s game-changing features “in the wild” to transform…
You might think of an ongoing support plan as a kind of “insurance” for protecting your Dynamics 365 investment. Different plans offer different levels of “coverage.” All subscribers get “emergency” support, plus a number of self-service options out-of-the-box. But you’ll have to pay in order to access the hands-on support—from a real person—that really makes…
At Velosio, we guide you by simplifying the client experience and delivering value faster. We deploy best-fit business applications that keep you ahead of the competition in today’s digital-first business environment. Our mission is to enable clients to realize business value faster, simplify the process of deploying technology, acquire deeper data-driven insights, and explore ongoing…
Preparing for Growth When David Meyer joined Irrimax as Vice President of IT in 2018, the company was poised to more than triple in revenue, which as of 2021 it indeed has! His challenge, as he quickly saw, was the need to implement automation solutions, digitization, core accounting and supply chain systems that would accommodate…
There are many Dynamics 365 upgrade issues that can cause a migration to fail. Unruly, inaccurate datasets. A lack of internal knowledge or the technical skills needed to realize the promise of the new system. Migrating old, complex customizations. The list goes on. However, most Microsoft Dynamics issues can be avoided with proper planning and…
