Category: Dynamics 365 Finance

not-for-profit corporation

Not-for-Profit Corporation Upgrades to Microsoft Dynamics 365 Finance and Supply Chain Management for Quick ROI and Improved Security

Background A not-for-profit inmate training corporation produces over 3,000 products for businesses and state agencies. The organization was still using Microsoft AX 2009 for financial management, and knew it was time to upgrade to a modern, cloud-based solution to add efficiency, easier access, and improved security. The cost of maintaining servers on premises was too…
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Why Your Compliance Solution Needs an ROI Study

Why your sales tax software needs an ROI study In today’s business environment, efficiency is key, especially as it relates to tax compliance management. Returns, filing, and keeping up with complex and changing tax regulations all can  be time-consuming and burdensome for the teams handling these tasks manually. What’s more, sales tax compliance software can…
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Health Insurance Brokerage

Health Insurance Brokerage Achieves 60% Faster Year-End Close

Background A rapidly growing health insurance brokerage was increasingly hampered by their outdated Microsoft Dynamics GP system. The system’s reliance on multiple logins, third-party workarounds, and manual processes led to inefficiencies and inaccuracies in data management. When the brokerage sought an upgrade, their existing Microsoft partner proposed Dynamics 365 Business Central as a solution. However,…
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Lumber Distributor

Lumber Distributor Boosts Growth, Accuracy, and Customer Service with Microsoft Dynamics 365 Finance and Supply Chain Management

Background A building materials distributor specializing in lumber, hardware, plumbing, and window products upgraded its out-of-date Microsoft Dynamics AX 2009 system to Microsoft Dynamics 365 Finance but needed to replace manual processes in supply chain management too. After reviewing several Microsoft partners, they chose Velosio based on its expertise in distribution and supply chain management. The…
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Streamline AP Invoice Processing Using Your ERP

Streamline AP Invoice Processing Using Your ERP

Introduction The Accounts Payable (AP) department in most companies operates in a demanding environment. The volume of transactions is usually substantial and completing the AP processing cycle can be difficult. AP interacts with nearly every department in the company as well as with outside vendors. To successfully meet its processing goals, AP must rely on…
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Data and History Load Data Quality and An Open Mind Can Improve the Process

Data and History Load Data Quality and An Open Mind Can Improve the Process

Introduction This is the seventh post of a series discussing how Velosio can assist your company in completing a successful ERP implementation. If you want to review the other posts in the series, or learn more about Enterprise Resource Planning (ERP) implementation and how Velosio can help, look at: Make Velosio Your ERP Migration and…
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New in Dynamics 365 Finance in 2023 Release Wave 2

What’s New in Dynamics 365 Finance in 2023 Release Wave 2

This post will be the first of several reviewing changes and new functionality in the 2023 release wave 2. In this post, we’ll provide an overview of Dynamics 365 Finance, Supply Chain management and some new Finance and Operations cross-app capabilities. For additional details related to each topic, or to view the applicable Release Plan…
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